RaboResearch Food & Agribusiness Australia/NZ
Episodes
Australians, May You Live in Interesting Times
24 Aug 2022
Contributed by Lukas
Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan V...
Food Market Learnings From Q2 Earnings
22 Aug 2022
Contributed by Lukas
Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more f...
Tectonic Grain Shifts With Michael Every and Steve Nicholson
10 Aug 2022
Contributed by Lukas
Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Glob...
NPK, Easy as ABC – Farm Input Outlook and Availability
04 Aug 2022
Contributed by Lukas
What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look ...
A Look Inside the Grocery Baskets
03 Aug 2022
Contributed by Lukas
Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: "Are we past peak food inflation yet?"
Is the Chinese Meat Market Still Firing?
27 Jul 2022
Contributed by Lukas
Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with C...
The 'Avo'lanche of Australian Avocados
25 Jul 2022
Contributed by Lukas
Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving...
How Can Southeast Asia Help Farmers Reduce Emissions?
20 Jul 2022
Contributed by Lukas
General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and chal...
When Will Container Shipping Get Cheaper and Smoother Again?
07 Jul 2022
Contributed by Lukas
Covid-driven labor shortages and port congestion quickly drove freight rates higher last year. What is the way forward, and how quickly (if at all) wi...
Global Dairy Markets – Are We There Yet?
30 Jun 2022
Contributed by Lukas
Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics dri...
Interesting Times: How Quick and How High Will Australian Interest Rates Rise?
29 Jun 2022
Contributed by Lukas
RaboResearch Global Economics Strategist Michael Every provides an outlook for Australia's interest rates. Together with Stefan Vogel, General Manager...
Global Currents Shifting Seafood Trade
22 Jun 2022
Contributed by Lukas
Angus Gidley-Baird speaks with RaboResearch Seafood Analyst Novel Sharma about what has changed in global seafood markets since Covid and which market...
Is Sugar Taking a Hit From the Russia-Ukraine War Too?
20 Jun 2022
Contributed by Lukas
RaboResearch's Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisc...
Climate-neutral Beef Coming to a Store Near You
15 Jun 2022
Contributed by Lukas
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Proteins Analyst for Australia, as they walk through...
Firm Prices To Kick Winter Off
14 Jun 2022
Contributed by Lukas
Join New Zealand-based agriculture analysts Emma Higgins and Genevieve Steven to discuss the June Agribusiness Monthly Report and take a closer look a...
Stewing over the New Zealand and Australian Lamb Industries
05 Jun 2022
Contributed by Lukas
Angus Gidley-Baird and Genevieve Steven discuss what is going on in the New Zealand and Australian lamb industries. Together, they review how producti...
Hopes on a Hat-trick: Australian 2022/23 Winter Crop Outlook
02 Jun 2022
Contributed by Lukas
Global hopes are that Australia can deliver a hat-trick of great grain & oilseed production in 2022/23, and local hopes are on a hat-trick to secure g...
New Zealand Dairy: Buckle up for the Season Ahead
22 May 2022
Contributed by Lukas
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual New Zealand dairy seasonal outlook.
WASDE and Where Global G&O Prices Are Headed in 2022/23
17 May 2022
Contributed by Lukas
Given how tight the global grain, oilseed, and cotton markets are, the USDA's first forecasts for 2022/23 – published in the WASDE report late last...
Recovery Underway: Australia's Beef Seasonal Outlook
12 May 2022
Contributed by Lukas
Australia's beef recovery is underway, but limitations in the supply chain will hinder the recovery from reaching its full potential. Dennis Voznesens...
Australian Dairy 2022/23 Outlook: Be Confident, but Beware
11 May 2022
Contributed by Lukas
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual Australian dairy seasonal outlook.
US Cow Liquidation: How Big Is It?
01 May 2022
Contributed by Lukas
In 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cat...
What's the Impact of China's Lockdown Wave?
28 Apr 2022
Contributed by Lukas
What's the impact of the strict lockdown wave moving across China on logistics, grain markets, dairy, and livestock? Join General Manager of RaboResea...
Who's Winning With Wool: Australia or New Zealand?
18 Apr 2022
Contributed by Lukas
Is the wool industry shifting away from China? Who's doing better: Australia or New Zealand? Are there storm clouds brewing on the horizon for prices?...
Softer Cotton on the Way
13 Apr 2022
Contributed by Lukas
Cotton prices around the globe are trading at 11-year highs. Even logistics issues are not deterring physical prices from reaching highs, but how long...
Could High Fertiliser Prices Create Food Shortages?
12 Apr 2022
Contributed by Lukas
Global fertiliser prices have bounced again, and this time it's not just farmers who are worried. Consumers too are starting to wonder what will this ...
Implications of the Russia-Ukraine War for Fresh Produce Exports
10 Apr 2022
Contributed by Lukas
In global trade, Russia is a large importer of fresh produce. To look at the direct and indirect impacts of the conflict in Europe on the sector and a...
Top 10 Global Economic Trends for Farmers To Watch
28 Mar 2022
Contributed by Lukas
The war in Ukraine has taken center stage as a key market factor, but there are several other key trends to watch. That's what Jan Lambregts, Rabobank...
Topics From the Truck – Grains & Livestock, March 2022
22 Mar 2022
Contributed by Lukas
What are livestock and grain farmers most interested in at the moment? Senior RaboResearch Analysts Angus Gidley-Baird and Cheryl Kalisch Gordon share...
Australia's Food Market – Two Years On
20 Mar 2022
Contributed by Lukas
After a pandemic-driven rollercoaster ride over the past two years has Australia's domestic food market found a new normal? Or, are there some twist a...
Urea Price Halfpipe
15 Mar 2022
Contributed by Lukas
While global urea prices were starting to show some respite, Russia's invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon...
Impact of the Ukraine-Russia Conflict on New Zealand Farmers
14 Mar 2022
Contributed by Lukas
Emma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.
Farmers to the Emissions Rescue! But What's in It for Them? (Part B)
02 Mar 2022
Contributed by Lukas
All eyes are on the farmer to help reduce emissions. But what's in it for the farmer? That's what Stefan Vogel, General Manager – RaboResearch Austr...
Farmers to the Emissions Rescue! But What's in It for Them? (Part A)
28 Feb 2022
Contributed by Lukas
All eyes are on the farmer to help reduce emissions. But what's in it for the farmer? That's what Stefan Vogel, General Manager – RaboResearch Austr...
When Black Sea Wheat Is Caught in Conflict: 1914 vs. Present
24 Feb 2022
Contributed by Lukas
In October 1914 the world lost all access to Black Sea wheat exports. What happened? Prices rose… a lot. What are the similarities and differences b...
Key Themes That Will Shape Global Dairy Markets in 2022
20 Feb 2022
Contributed by Lukas
Michael Harvey and Emma Higgins are back to unpack the major themes that will shape global dairy markets in 2022.
Drought in the Americas Might Upset the Canola Bears
16 Feb 2022
Contributed by Lukas
What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season...
Cotton Wool Tips for 2022
15 Feb 2022
Contributed by Lukas
Join Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What's going to happen to prices and production, and what are som...
Racking up the Global Lamb Market for 2022
09 Feb 2022
Contributed by Lukas
Angus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand's major lamb export destinations.
2022 Grain & Oilseed Price Outlook – Down but Not at All Out
06 Feb 2022
Contributed by Lukas
Grain & oilseed prices are projected to move lower in 2022 but remain above the ten-year average. Furthermore, there are large left-field factors that...
New Zealand Agribusiness Outlook: Will the Party Continue in 2022?
03 Feb 2022
Contributed by Lukas
Join Senior Agriculture Analyst Emma Higgins and Agriculture Analyst Genevieve Steven to discuss their recently released report and to dig into the o...
Ukraine and Russia Once Again on the Brink
27 Jan 2022
Contributed by Lukas
Russia and Ukraine are once again on the brink of war. How is this time different from April 2021 and the Crimean crisis of 2014, and what are the agr...
Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds
21 Dec 2021
Contributed by Lukas
In this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the high price env...
Agri Commodities Outlook 2022, Part 2: Softs
21 Dec 2021
Contributed by Lukas
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. In part two of this two-part episode from our Agri Comm...
What Could Topple Fertiliser Prices?
08 Dec 2021
Contributed by Lukas
It's been another difficult couple of months for farmers trying to procure fertilisers, with global benchmarks continuing to increase rapidly. In our ...
Harvest Hits Review | Dissecting the Green Signals for Aussie Grains
06 Dec 2021
Contributed by Lukas
Cheryl Kalisch Gordon and Dennis Voznesenski slice and dice the learnings from the 2021 Harvest Hits sustainability series and identify the key points...
Much to Do in 2022: The Global Animal Protein Outlook
29 Nov 2021
Contributed by Lukas
Angus Gidley-Baird and Genevieve Steven chat with Global Animal Protein Strategist and lead author of Rabobank's Global Animal Protein Outlook, Justin...
Harvest Hits 2021 | Testing the Sustainability Outlook for Asian Grain Markets
28 Nov 2021
Contributed by Lukas
To discuss how sustainability in G&O looks across Asia, Rabobank's Industry Analyst in Shanghai, Lief Chiang, and Senior Research Analyst in Singapore...
Cotton Price Leaves Wool in Its Dust
23 Nov 2021
Contributed by Lukas
Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they cha...
Harvest Hits 2021| Tackling Sustainability in the Argentine Grains Sector
21 Nov 2021
Contributed by Lukas
Rabobank's Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackli...
Uncovering the Value of Japanese and South Korean Beef Markets
16 Nov 2021
Contributed by Lukas
Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the...
Harvest Hits 2021 | Getting Greener Australian Grain
14 Nov 2021
Contributed by Lukas
Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credenti...
Harvest Hits 2021 | US Grain Industry Sustainability Strategies
07 Nov 2021
Contributed by Lukas
Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed...
Harvest Hits 2021 | A Green EU Paving the Pathway to Sustainable Grains
31 Oct 2021
Contributed by Lukas
Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats...
Buy Nitrogen Now or Wait? A Global View
27 Oct 2021
Contributed by Lukas
As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hol...
How Long Can the Ag Land Price Boom Last?
19 Oct 2021
Contributed by Lukas
Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his ...
Australian Dairy Industry: At an Important Juncture
18 Oct 2021
Contributed by Lukas
Emma Higgins and Michael Harvey team up to discuss the latest Australian dairy report detailing why the industry is at an important juncture and what ...
Checking Out the New Season for Sheep
17 Oct 2021
Contributed by Lukas
Angus Gidley-Baird and Dennis Voznesenski take a look at what is shaping the wool and lamb industries and what the outlook is for the coming season.
Can Canola Be the Crop That Keeps on Giving for Australia?
14 Oct 2021
Contributed by Lukas
Government initiatives in the northern hemisphere to curb emissions will fundamentally change, and be the key driver of, the global canola market outl...
Bad to Worse for Glyphosate
06 Oct 2021
Contributed by Lukas
Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we've seen another announcement that will put availability ...
Reasons for the New Zealand Venison Industry to Be Optimistic
04 Oct 2021
Contributed by Lukas
New Zealand Senior Agriculture Analyst Emma Higgins sits down with Agriculture Analyst Genevieve Steven to have a chat about the challenges the New Ze...
Australia Grocery: A Boom and a Bust
29 Sep 2021
Contributed by Lukas
Angus Gidley-Baird and Michael Harvey take a (metaphorical) walk down the grocery aisle to discuss the boom in online food retail and the bust in the ...
Can Canada's Dryness Do for Lentils What It's Done for Canola?
26 Sep 2021
Contributed by Lukas
Canada's dryness resulted in a canola crop of under 13 million tonnes, according to Statistics Canada's latest estimate, and helped move global and Au...
NZ Commodity Prices Sprung Ahead of Spring
20 Sep 2021
Contributed by Lukas
RaboResearch New Zealand Analysts Emma Higgins and Genevieve Steven catch up to discuss the spring commodity pricing outlook and give an update on inc...
Making Sense of All the Green Noise
19 Sep 2021
Contributed by Lukas
Senior Animal Protein Analyst Angus Gidley-Baird and Head of Sustainable Development Lachlan Monsborough chat about some of the carbon programs that a...
Dairy's Delta Blues
12 Sep 2021
Contributed by Lukas
Global milk supply has been on an extended run of uninterrupted growth, which is expected to continue, but at a slower pace. Mick Harvey and Emma Higg...
AU Ag Prices Going Above and Beyond
08 Sep 2021
Contributed by Lukas
The Rabobank Rural Commodity Price Index rose another 3.26% in August, the highest level in more than 12 years. Senior Analysts in Australia's RaboRe...
Economic Unraveling, and Weaving New Cloth From Old
07 Sep 2021
Contributed by Lukas
The 2021 Cotton Collective was another Covid cancellation, so Rabobank's Senior Commodities Analyst Cheryl Kalisch Gordon and Global Strategist Michae...
Spring Sweet Spot for NZ Beef
02 Sep 2021
Contributed by Lukas
Rabobank's Senior Dairy Analyst Emma Higgins is joined by Animal Protein Analyst Genevieve Steven to discuss why New Zealand is experiencing record fa...
Grain Prices Are Hot – Will They Pop or Top?
31 Aug 2021
Contributed by Lukas
Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to consider how long global g...
Global Dairy Top 20 – A New Leader of the Pack
30 Aug 2021
Contributed by Lukas
Emma Higgins and Michael Harvey have a close look at the latest movements and rankings of the world's largest dairy companies and reflect on the past ...
US Beef Market: Looking Strong, Staying Strong
18 Aug 2021
Contributed by Lukas
The US beef market has seen some phenomenal prices, which have provided support to Australia in the form of higher imported trimmings prices. In this ...
Is Australian Canola a Good 'Fit for EU 55' Policy?
17 Aug 2021
Contributed by Lukas
The European Commission has proposed 'Fit for 55', a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What ...
Half-Time Health Check on Food Markets
11 Aug 2021
Contributed by Lukas
Wes Lefroy and Michael Harvey undertake a half-time health check on food markets to look at how they are performing and what the second half might loo...
NZ Sheepmeat: Green Grass and Good Prices
08 Aug 2021
Contributed by Lukas
With prices buoyant for this time of the year, it's a good story all around for NZ sheepmeat farmers. Emma Higgins and Angus Gidley Baird discuss the ...
Australian Dairy: De-Risking Through Diversity?
05 Aug 2021
Contributed by Lukas
Angus Gidley-Baird and Michael Harvey join forces to dig a little deeper and assess how diversification is at play across the Australian dairy supply ...
Another Year of Buying Crop Inputs Early?
03 Aug 2021
Contributed by Lukas
Throughout 2021, higher prices and supply chain disruption have prompted Australian farmers to buy their fertiliser and agrochemical supplies earlier ...
Any Catches for Aussie Cotton?
02 Aug 2021
Contributed by Lukas
The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches,...
NZ Urea Prices Are at Record Highs… but Is It All Bad News?
27 Jul 2021
Contributed by Lukas
For the first time since 2012, local NZ urea prices have nearly cracked NZD 800/tonne. Why? And just what does this mean for dairy margins ahead of th...
What's Driving the US Lamb Market
26 Jul 2021
Contributed by Lukas
Australian lamb is seeing a lift in US import prices. Angus Gidley-Baird speaks with US Rabobank Rural Manager Kyle Brungardt about the US lamb indust...
Heavy Rains Batter Europe as Harvest Gets Serious
25 Jul 2021
Contributed by Lukas
First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during h...
Trading (Dry) Places
20 Jul 2021
Contributed by Lukas
RaboResearch Grain & Oilseed Analysts Cheryl Kalisch Gordon (Australia) and Steve Nicholson (US) discuss the vastly different seasonal conditions of A...
GHG Emissions in the Beef Supply Chain: Opportunities for Industry Participants
19 Jul 2021
Contributed by Lukas
Angus Gidley-Baird chats with Eva Goscik and Justin Sherrard, authors of a recent Rabobank report titled Greenhouse Gas Emissions in Beef Supply Chain...
What Didn't Make the Front Page?
13 Jul 2021
Contributed by Lukas
Listen in as Wes Lefroy and Dennis Voznesenski take a look at some interesting things that you might have missed in the headlines recently. In this wi...
Will Winter Cool Rising NZ Ag Prices?
12 Jul 2021
Contributed by Lukas
Emma Higgins and Cheryl Kalish Gordon discuss whether the winter period can hold the pricing heat for NZ ag commodities.
Can Mid-Year Momentum be Maintained for Aussie Ag?
11 Jul 2021
Contributed by Lukas
Prices are good, production prospects are good as we enter FY2022. Cheryl Kalisch Gordon and Angus Gidley-Baird, RaboResearch Senior Analysts in Aust...
Australian Winter Crop Planting Outlook and Its Impact on Southeast Asian G&O Importers
30 Jun 2021
Contributed by Lukas
In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact g...
Bringing the Heat: Milk Pricing in the New World
29 Jun 2021
Contributed by Lukas
Angus Gidley-Baird joins Michael Harvey to take a look at the hot and new world of milk pricing in Australia.
Australian Urea: Am I Getting Ripped Off?
21 Jun 2021
Contributed by Lukas
Local urea prices have been increasing quickly in recent weeks – in some cases rising AUD 50/tonne in one week! Are these price rises justified? Che...
Booming Commodity Prices Rubbing off on Wool
20 Jun 2021
Contributed by Lukas
Angus Gidley-Baird and Dennis Voznesenski discuss what is shaping the commodity price boom and how this is rubbing off on the Australian wool industry...
The Exit Interview – Tim Hunt
16 Jun 2021
Contributed by Lukas
On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, ...
Maintaining the Momentum: Can Food Companies Capitalise on an Extraordinary 2020?
09 Jun 2021
Contributed by Lukas
Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies ...
Dairy Stuck in Neutral… For Now
08 Jun 2021
Contributed by Lukas
Emma Higgins and Mick Harvey discuss the latest dairy market dynamics and forecasts.
Export Tax Gains for Australian Croppers and Russian Shoppers
07 Jun 2021
Contributed by Lukas
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this hav...
The Canola Files, Part 4: A Dive Into the Black Sea
02 Jun 2021
Contributed by Lukas
This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face se...
Are High Land Prices Sustainable?
27 May 2021
Contributed by Lukas
For those in Australia, it's hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp...
The Case of the Disappearing Daigou
25 May 2021
Contributed by Lukas
The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowe...
The Canola Files, Part 3: Golden Prices Flatten China's Demand
24 May 2021
Contributed by Lukas
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilsee...
Caught in the Crossfire? How Global Financial Markets Are Influencing Sugar
20 May 2021
Contributed by Lukas
Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you ...
New Zealand Seasonal Dairy Outlook: A Note of Caution Amid Optimism
11 May 2021
Contributed by Lukas
Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.