RaboResearch Food & Agribusiness Australia/NZ
Episodes
Demand is driving investment in US cheese capacity
03 Mar 2025
Contributed by Lukas
Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming...
What's influencing Australian cotton prices?
27 Feb 2025
Contributed by Lukas
Join Senior Macro Strategist Ben Picton and Commodities and Farm Inputs Analyst Paul Joules as they discuss the major factors influencing both domesti...
Global greenhouse update 2025
27 Feb 2025
Contributed by Lukas
Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Specialist Lambert van Horen to discuss the latest trends in the global greenhouse indus...
Implications of US tariffs for food and agriculture
26 Feb 2025
Contributed by Lukas
Waves of US import tariff threats are felt on the shores of many countries that export food and agricultural commodities, as the implications and prod...
Making sense of greenhouse gas accounting for agriculture
24 Feb 2025
Contributed by Lukas
Sustainability analysts Claudia Cammack and Anna Drake discuss why greenhouse gas (GHG) accounting in agriculture is becoming increasingly relevant, ...
Growing G&O potential in the Danube basin and the Black Sea
23 Feb 2025
Contributed by Lukas
Join RaboResearch analysts Vítor Pistóia and Vito Martielli in a deep dive into the farming landscape of countries in the Danube River basin and the...
Travels of an Aussie beef analyst: the US market
18 Feb 2025
Contributed by Lukas
In February, Angus Gidley-Baird travelled to the US to speak at the NCBA cattle conference in Texas. In this podcast, he speaks with colleague Lance Z...
Seeds of change: 2025 outlook for grains and farm inputs
10 Feb 2025
Contributed by Lukas
Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss the key topics for grains, oilseeds, and farm inputs at the start of the ye...
The implications of Trump's tariffs for New Zealand and Australia
06 Feb 2025
Contributed by Lukas
Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the Trump administration'...
All aces in New Zealand agriculture for 2025?
04 Feb 2025
Contributed by Lukas
Find out what cards New Zealand agriculture has been dealt in 2025 as Jen Corkran and Emma Higgins discuss the recently released New Zealand agribusin...
Global animal protein outlook 2025 – Positioning for growth while managing uncertainties
03 Feb 2025
Contributed by Lukas
Jen Corkran and Angus Gidley-Baird discuss the recently released global animal protein outlook report, including what regions and sectors are expected...
Australia agribusiness outlook 2025 – Well-placed to master the year ahead
02 Feb 2025
Contributed by Lukas
Australian agriculture is well-placed for the year ahead. The Australian RaboResearch team discusses the outlook for the different commodities followi...
The Australian lamb market – Out of the comments and into the cutlets
28 Jan 2025
Contributed by Lukas
Angus Gidley-Baird chats with Michael Harvey about the current and future state of the Australian food retail market and what it means for the lamb ma...
From fork to farm along the global food and agriculture supply chain – Asia
27 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Europe and Africa
23 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – South America
21 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – North America
19 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Farm inputs
15 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Sustainability
13 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Animal protein
08 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Grains & oilseeds
06 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Sugar
01 Jan 2025
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Dairy
29 Dec 2024
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Horticulture
26 Dec 2024
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
How 2024 is ending for grains, oilseeds, and farm inputs and what to expect in early 2025
23 Dec 2024
Contributed by Lukas
Join RaboResearch analysts Vitor Pistóia and Paul Joules as they discuss what is going on for grains, oilseeds, and farm inputs at the end of the yea...
From fork to farm along the global food and agriculture supply chain – Packaging and logistics
22 Dec 2024
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agriculture supply chain – Beverages
18 Dec 2024
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
From fork to farm along the global food and agri supply chain – Consumer foods
16 Dec 2024
Contributed by Lukas
In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboRese...
Growth opportunities in Southeast Asia for Australian beef
10 Dec 2024
Contributed by Lukas
Pia Piggott talks to Angus Gidley-Baird about his recent report looking at the growth opportunities for Australian beef in Southeast Asia. ...
Red meat wrap-up for 2024 across both sides of the ditch
08 Dec 2024
Contributed by Lukas
With the year drawing to a close and Christmas on the near horizon, Jen Corkran and Angus Gidley-Baird wrap up 2024 with a chat about the red meat sec...
Rebuilding a cattle herd with a productivity focus
01 Dec 2024
Contributed by Lukas
With sustainability more of a focus these days, how can the US rebuild its cattle herd with a focus on productivity and efficiency? Angus Gidley-Baird...
Who pays for emissions reductions in dairy?
24 Nov 2024
Contributed by Lukas
Senior Dairy and Consumer Foods Analyst Michael Harvey and Sustainability Analyst Anna Drake discuss what achieving greenhouse gas emissions reduction...
What changes in the EU's nitrogen fertilizer industry could mean for nitrogen markets and Australia
21 Nov 2024
Contributed by Lukas
Join RaboResearch analysts Doriana Milenkova and Paul Joules as they discuss the phaseout of free carbon allowances under the EU Emissions Trading Sys...
How will a Trump presidency impact geopolitics and Oceania trade?
20 Nov 2024
Contributed by Lukas
RaboResearch Global Strategist Mike Every and General Manager – RaboResearch Australia & New Zealand Stefan Vogel discuss the expected impacts of a ...
Grain and oilseed stocks update and what the US election means for the market
18 Nov 2024
Contributed by Lukas
Join RaboResearch analysts Vitor Pistoia and Pia Piggott as they discuss what is going on with grains and oilseeds around the globe. RaboResearc...
Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth
28 Oct 2024
Contributed by Lukas
Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors ...
US dairy industry learnings
23 Oct 2024
Contributed by Lukas
Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to ...
Global table grape outlook
22 Oct 2024
Contributed by Lukas
Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trend...
New Zealand interest rates: Upping the ante
21 Oct 2024
Contributed by Lukas
Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decisio...
The impact of a bazooka on the wool market
18 Oct 2024
Contributed by Lukas
Following the announcement of a Chinese stimulus package, Australia's wool market lifted. Is this a permanent change in direction or a flash in the pa...
A shifting global outlook helps support Australian cotton prices
09 Oct 2024
Contributed by Lukas
In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul J...
New consumption trends in China and their impact on protein markets
30 Sep 2024
Contributed by Lukas
Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends...
Racing pulses in Australian and global markets
18 Sep 2024
Contributed by Lukas
Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is hea...
Watering the green shoots in New Zealand sheepmeat
16 Sep 2024
Contributed by Lukas
Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Wate...
Semiannual fertiliser outlook from a global and Australian perspective
12 Sep 2024
Contributed by Lukas
Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms ...
Live dairy exports – life in the slow lane
09 Sep 2024
Contributed by Lukas
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in Chin...
Australian almond and macadamia outlook
02 Sep 2024
Contributed by Lukas
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest Australian tree nut outlook, cracking into the opport...
Global dairy markets: changing narratives
29 Aug 2024
Contributed by Lukas
Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report. RaboResearch Disclaimer: Please refer to our Aus...
A grain tour adventure exploring Canada
11 Aug 2024
Contributed by Lukas
Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Ca...
Aussie food inflation – Is sticker shock a thing of the past?
05 Aug 2024
Contributed by Lukas
Following the release of the much anticipated June quarter CPI data for Australia, Pia Piggott and Michael Harvey sat down to have a close look at wha...
Cotton market overview from a global and Australian perspective
04 Aug 2024
Contributed by Lukas
Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discus...
Trimming up the impact of the US beef market
31 Jul 2024
Contributed by Lukas
US domestically produced lean trim prices have reached record levels. What impact is that having on Australian and New Zealand cattle prices? Angus Gi...
Lamb back on the Australian menu and so is LambEx
19 Jul 2024
Contributed by Lukas
Angus Gidley-Baird chats with Daker Pern about the current state of the Australian lamb market and what might be driving prices higher. They also touc...
Bonus episode: How to protect yourself from fraud and scams
14 Jul 2024
Contributed by Lukas
In this episode, Bethan Wearmouth, Senior Fraud Manager at Rabobank, shares her expert insights on the latest scam trends and offers practical tips on...
What does the 10-year US crop outlook mean for global G&O prices?
14 Jul 2024
Contributed by Lukas
Join RaboResearch analysts Vitor Pistoia and Andrick Payen as they discuss the United States' 10-year crop outlook and how it could impact global pric...
Beef is New Zealand agriculture's golden goose | Agribusiness Monthly Update for July 2024
09 Jul 2024
Contributed by Lukas
Emma Higgins and Jen Corkran have a relaxed chat about highlights from the recent July Agribusiness Monthly including why beef is booming, how butter ...
Grain markets under pressure as Northern Hemisphere harvest advances
08 Jul 2024
Contributed by Lukas
Join RaboResearch analysts Pia Piggott and Vítor Pistóia as they discuss the recent volatility in grain and oilseed prices following the Northern He...
Two watershed moments for the Aussie dairy supply chain?
04 Jul 2024
Contributed by Lukas
Angus Gidley-Baird joins Michael Harvey to discuss two watershed events that will see a further transformation of the Australian dairy supply chain. ...
Small slivers of silver linings for rural confidence in New Zealand
01 Jul 2024
Contributed by Lukas
Emma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results. RaboResearch Disclaimer: Please refer to o...
Avocado production smashing records
30 Jun 2024
Contributed by Lukas
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook. RaboResearch Disclaimer: Pl...
Australian wool market – steady as she goes
25 Jun 2024
Contributed by Lukas
Senior Analyst Angus Gidley-Baird and Henry Treloar, Rural Manager Adelaide, talk through the current situation in the Australian wool market and how ...
New Zealand agribusiness June 2024: Winter chills pricing outlook
11 Jun 2024
Contributed by Lukas
Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, she...
What does net zero mean for agriculture?
10 Jun 2024
Contributed by Lukas
Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway tow...
2024/25 Australian winter crop outlook: Strong, early sowing in the east, but dry start slows the west
06 Jun 2024
Contributed by Lukas
Join RaboResearch analysts Anna Drake and Vítor Pistóia as they discuss the outlook for 2024/25 Australian winter crop acreage and tonnage and how t...
Dairy's new season Down Under
03 Jun 2024
Contributed by Lukas
Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be...
Sugar prices take bitter turn from global supply sweetness
29 May 2024
Contributed by Lukas
Global Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market. RaboResearch Disclaimer: Please refer...
Who let the bulls out? A frosty Black Sea sends G&O prices higher, as of 23 May 2024
27 May 2024
Contributed by Lukas
Join RaboResearch analysts Pia Piggot and Vítor Pistóia as they discuss recent developments in crops around the globe and how they are impacting G&O...
US tour down under – A wrap-up of the US beef market
22 May 2024
Contributed by Lukas
Angus Gidley-Baird speaks with Lance Zimmerman, a Senior Animal Protein Analyst based in the US, at the end of his two week tour of Australia to discu...
The EU's Deforestation Regulation: How will it impact beef supply chains?
16 May 2024
Contributed by Lukas
Senior Animal Protein Analyst Eva Gocsik joins Sustainability Analyst Anna Drake to discuss what the upcoming EU Deforestation Regulation means for be...
2024 farmland outlook – Cooling down as rationality returns
13 May 2024
Contributed by Lukas
Join RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected for the year ahead...
Aussie economics | Change in RBA call – More hikes ahead?
09 May 2024
Contributed by Lukas
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the outcome of the May Res...
Consumer foods | Talking points
02 May 2024
Contributed by Lukas
Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes s...
G&O tug of war – Weather concerns versus resilient stocks
29 Apr 2024
Contributed by Lukas
Join RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Aust...
Mapping global vegetable trade
21 Apr 2024
Contributed by Lukas
Global Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the gl...
US cattle market update – The rebuild is still some ways off
16 Apr 2024
Contributed by Lukas
Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and w...
New Zealand agribusiness monthly April 2024
15 Apr 2024
Contributed by Lukas
Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness mont...
Aussie economics: Q1 review and the road ahead
10 Apr 2024
Contributed by Lukas
Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end o...
New Zealand and Australia sheepmeat update | April 2024
08 Apr 2024
Contributed by Lukas
Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia an...
Sustainable aviation fuel demand's impact on Australian agriculture
27 Mar 2024
Contributed by Lukas
Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimal...
Inflation and interest rates: What is the big picture?
25 Mar 2024
Contributed by Lukas
In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank's Head of Global Economics and Markets, to discuss the big th...
Looking down the aisles of supermarket inquiries
21 Mar 2024
Contributed by Lukas
High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. Michael Harvey ...
Australian winter crop gross margins: 2024/25 outlook and a performance review
20 Mar 2024
Contributed by Lukas
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it c...
Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show
18 Mar 2024
Contributed by Lukas
Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees...
Global dairy quarterly Q1 2024 | Finding a new equilibrium
07 Mar 2024
Contributed by Lukas
Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahe...
Live cattle export season kicks off
04 Mar 2024
Contributed by Lukas
With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb,...
Global pork markets remain under pressure
26 Feb 2024
Contributed by Lukas
The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus ...
Almond outlook 2024
21 Feb 2024
Contributed by Lukas
A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture a...
Australia dairy – Slowly trading places
20 Feb 2024
Contributed by Lukas
Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia's overall trade profile is in a period of transitio...
New Zealand interest rates: Has something changed?
14 Feb 2024
Contributed by Lukas
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rate...
Australian outlook: Moving confidently into 2024
07 Feb 2024
Contributed by Lukas
Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, w...
Sheep markets shift in summer
25 Jan 2024
Contributed by Lukas
Join RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is ...
Farm inputs chronicles: Is 2024 going to be a year of lower prices?
24 Jan 2024
Contributed by Lukas
Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024. RaboRes...
Explainer: Why the Red Sea matters
19 Jan 2024
Contributed by Lukas
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why...
The deep blue sea of grains and oilseeds. What does 2024 have in store?
16 Jan 2024
Contributed by Lukas
Join RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how glob...
Cooling inflation inside the grocery basket for 2024
15 Jan 2024
Contributed by Lukas
Stefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food in...
Bolled hopes for cotton markets in the new year
11 Jan 2024
Contributed by Lukas
Join RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the ...
Throw a shrimp on the barbie: Global seafood outlook for 2024
20 Dec 2023
Contributed by Lukas
Jen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp prod...
A year in review and what to expect in 2024
18 Dec 2023
Contributed by Lukas
Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New ...
Production growing but slowing: Global animal protein outlook for 2024
12 Dec 2023
Contributed by Lukas
Anaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Globa...
How Australian grain farmers could benefit from El Niño impacts in South America
06 Dec 2023
Contributed by Lukas
Join RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global...