RaboResearch Food & Agribusiness Australia/NZ

NZ Dairy Land Values: Afloat but Drifting Sideways

19 Mar 2020

Contributed by Lukas

Emma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.

Shanghai Talking – A Local View of China's Recovery From Coronavirus

18 Mar 2020

Contributed by Lukas

Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and ho...

Cotton and the Coronavirus

10 Mar 2020

Contributed by Lukas

Coronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer...

Coronavirus Plants Ag-Chem Concerns Ahead of the Winter Crop

04 Mar 2020

Contributed by Lukas

Coronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and...

What Brexit Could Mean for Global Sugar

01 Mar 2020

Contributed by Lukas

Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack a...

New Directions for Australian Barley

27 Feb 2020

Contributed by Lukas

There is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oils...

What Will NZ Sheep and Beef Prices Do in 2020?

24 Feb 2020

Contributed by Lukas

Blake Holgate and Emma Higgins discuss what returns NZ sheep and beef farmers should expect to see in 2020, including the impact of coronavirus on the...

EU 2020 Milk Peak – a Problem for Global Markets?

20 Feb 2020

Contributed by Lukas

With EU milk production growing again, and the season peak around the corner, Michael Harvey Talks with Richard Scheper about what to expect for EU mi...

Indonesian Live Cattle Trade: Balancing Pressures in Australia and Indonesia

17 Feb 2020

Contributed by Lukas

With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso ...

Complexity in the New Year for European Wine Markets

11 Feb 2020

Contributed by Lukas

Maria Castroviejo and Hayden Higgins discuss the recent European vintage and pending Brexit (again), along with the new raft of US tariffs on European...

An Island of Profitability in a Difficult World

10 Feb 2020

Contributed by Lukas

Tim Hunt and Blake Holgate discuss the outlook for NZ agriculture in 2020 and why it looks better than many other regions of the world.

Is Sugar's Sweet Start to 2020 Here to Stay?

09 Feb 2020

Contributed by Lukas

Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins ...

Coronavirus: How Worried Should We Be?

06 Feb 2020

Contributed by Lukas

Tim Hunt and Michael Harvey explore the current and potential impacts of coronavirus on Australia and New Zealand's F&A industries.

What Will 2020 Bring for Australian Farmers?

05 Feb 2020

Contributed by Lukas

Tim Hunt and Charlie Clack discuss why Australian production may face a multi-year recovery and how prices will help ease the pain.

What's Ahead for NZ Dairy in 2020?

02 Feb 2020

Contributed by Lukas

Emma Higgins and Blake Holgate discuss some of the challenges and opportunities for New Zealand dairy farmers in 2020.

Global Fertiliser Outlook: Swamped with Supply

30 Jan 2020

Contributed by Lukas

Will fertiliser prices remain favourable for farmers during 2020? Sydney-based analyst Wes Lefroy is joined by his fellow farm inputs colleague from S...

Worry Walls, Kabuki Theater, and Nothing Burgers

15 Jan 2020

Contributed by Lukas

What does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for th...

Australian Dairy: Taking Comfort in a Stable Market Outlook

09 Jan 2020

Contributed by Lukas

There have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the s...

Overshot and Undershot: Unlocking Opportunities to Buy Australian Cropping Land

07 Jan 2020

Contributed by Lukas

Over the past five years, limitations, such as a significant decline in the number of properties on the market and increased demand from family farms ...

What's on the Grill: The Global Animal Protein Market Outlook for 2020

19 Dec 2019

Contributed by Lukas

2019 marked a big year for the global animal protein market, as the effects of African swine fever rippled throughout the world. Justin Sherrard, Blak...

Horticulture and Ag-Tech Applications

11 Dec 2019

Contributed by Lukas

Hayden Higgins and Wes Lefroy discuss lessons from Wes's recent trip to Hanover for Agritechnica and their relevance for horticultural businesses. The...

Australian and South American Grains Farmers Finding Common Ground

02 Dec 2019

Contributed by Lukas

Contrary to the 'what goes on tour' rule, Steve Kelly (Rabobank Regional Manager for WA) and Darrin Findlay (Rabobank Branch Manager for Ballarat in V...

Boats, Water, and Feedlots: A Look at the Northern WA Cattle Industry

25 Nov 2019

Contributed by Lukas

Like other areas in Australia, northern WA is also experiencing dry weather. But there are some exciting things happening with water infrastructure an...

Dastardly Drought – New-Season Cotton Takes a Dive

17 Nov 2019

Contributed by Lukas

Australia's persistent drought is set to hit 2019/20 production hard, to the lowest output since the 2007/08 season. Charlie Clack and Dennis Voznesen...

AgriTechnica 2019, Day 5: Tech to reduce carbon emissions

14 Nov 2019

Contributed by Lukas

Tighter regulation and changing corporate standards are placing pressure on farmers to reduce carbon emissions. In our final AgriTechnica podcast, Wes...

Drones at AgriTechnica 2019: Time to Relaunch

13 Nov 2019

Contributed by Lukas

Following the conclusion of Day 4 (Wednesday 13th November, 2019) at AgriTechnica 2019, Lach Monsborough and Wes Lefroy discuss why they think drones ...

AgriTechnica Day 3: Sensors, Data and Decisions

12 Nov 2019

Contributed by Lukas

Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what far...

An Update on NZ Dairy

11 Nov 2019

Contributed by Lukas

Emma Higgins and Blake Holgate discuss how New Zealand milk production has been tracking and what farmers might expect over the remainder of the seaso...

AgriTechnica Day 2: From closed to open, Ag data platforms are evolving

11 Nov 2019

Contributed by Lukas

To date, sharing data between platforms has been a barrier to adoption. Following day 2 of Agritechnica, Wes Lefroy and Lach Monsbourgh discuss how da...

Tractor Talk at AgriTechnica: Future Fuels and Autonomy

10 Nov 2019

Contributed by Lukas

Will you drive a diesel tractor in the future? From Day 1 of Agritechnica in Germany, Wes Lefroy and Lach Monsbourgh discuss why there is a growing ca...

Wild and Woolly: A Look at the Wool Market

10 Nov 2019

Contributed by Lukas

Senior Animal Protein Analyst Angus Gidley-Baird and Associate Analyst Dennis Voznesenski discuss the factors behind recent price moves and look into ...

AgriTechnica | Virtual Tour Preview

06 Nov 2019

Contributed by Lukas

From November 11 -15 RaboResearch Analyst Wes Lefroy, together with Lachlan Monsbourgh will be leading Rabobank's first virtual tour to AgriTechnica i...

Upsides in a Burdened Global Grain Market

05 Nov 2019

Contributed by Lukas

Rabobank's Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we ...

A Pulse Check on Local and Global Dairy

29 Oct 2019

Contributed by Lukas

With Australia and New Zealand's seasonal peaks now over, Tim Hunt and Michael Harvey take a close look at local and global dairy market dynamics.

Big Pond, Small Fish: What We Learnt From US Farming

28 Oct 2019

Contributed by Lukas

Australian and US farmers operate in two very different environments, with different resources available to them and serving different markets. Follow...

Australian F&A Exports to China Reach Record Levels – So Should We Celebrate... or Worry?

21 Oct 2019

Contributed by Lukas

Not since 1959 has Australia sent so many of its food & agricultural exports to one market. Tim Hunt and Dennis Voznesenski discuss how we got here, w...

NZ Freshwater Reform: What You Need to Know

14 Oct 2019

Contributed by Lukas

Blake Holgate and Emma Higgins discuss what proposed freshwater reforms could mean for NZ farmers – and explain how they can have their say.

China's Growing Demand for Protein

06 Oct 2019

Contributed by Lukas

China has become Australia's biggest market for sheepmeat and beef exports. To understand what is driving this, Angus Gidley-Baird speaks with RaboRes...

Ready to Push Play? How Australasian Growers Can Learn From the US Fresh Produce Organics Market

02 Oct 2019

Contributed by Lukas

Which lessons can Australasian organic fresh produce growers learn from developments in the US market? Horticulture analyst Hayden Higgins and dairy a...

The Revolution Will Not Be Televised

26 Sep 2019

Contributed by Lukas

Amid students marching for climate change action, Michael Harvey and Tim Hunt discuss a revolution when it comes to the role companies in our societ...

Stars and Stripes: A Crop Update From the US Midwest

25 Sep 2019

Contributed by Lukas

Much like their Australian counterparts, US crop farmers have also been challenged by weather this season – albeit on the opposite end of the scale....

Sugar Wars: The Return of Indian Subsidies

19 Sep 2019

Contributed by Lukas

After India's latest announcement over 2019/20 export subsidies, the global stage is set for next season's sugar trade flows. Charlie Clack joins Denn...

Drink Up or Slow Down: What Does the Chinese Wine Market's Current Period of Adjustment Mean for Australia and New Zealand?

11 Sep 2019

Contributed by Lukas

Since 2008, China's wine market has been the fastest growing market globally. It appears to be slowing down thanks to a variety of factors, but Raboba...

Fishing for Answers: Trade Wars and Global Seafood Trade

09 Sep 2019

Contributed by Lukas

Worth an estimated AUD 227bn, global seafood trade is feeling the impact of the US-China trade war, but what does this mean for Australia's AUD 3.5bn ...

Australian Land Price Outlook – More Smoke, Less Fire

02 Sep 2019

Contributed by Lukas

Ag land prices were on fire during 2018... but will land-price growth continue to defy the drought? Join Wes Lefroy, author of our recent Rabobank Lan...

Weed Resistance in Cotton: Lessons Learned From the US

28 Aug 2019

Contributed by Lukas

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated managem...

Growing Australia's Grain-fed Beef Production

25 Aug 2019

Contributed by Lukas

Angus Gidley-Baird joins Wes Lefroy to discuss his latest report — a look at opportunities for growth in Australia's grain-fed beef sector, includin...

US-China Trade War: Strategic Silver Linings

22 Aug 2019

Contributed by Lukas

This time around, we give you an update on the latest iteration of the US-China trade war: Why is there is risk for NZ businesses? And just where do s...

Global Dairy Top 20: Walking Among Giants

20 Aug 2019

Contributed by Lukas

Our much-anticipated annual Global Dairy Top 20 is here! Emma Higgins and Michael Harvey take you on a quick tour of global dairy, shedding light on w...

Checking the Pulse of China's Dairy Market

18 Aug 2019

Contributed by Lukas

In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local s...

Heffalumps & Jagulars: Grain Market Implications of the Trade War

14 Aug 2019

Contributed by Lukas

What happens when the world's largest economies battle it out – and what does this mean for global grain markets and for Australia's grain export pr...

NZ Red Meat Mid-Year Outlook (Part 2) – Beef

06 Aug 2019

Contributed by Lukas

What will beef prices do over the remainder of 2019? In the second and final part of our series focusing on NZ's red meat outlook for the second half ...

The Gloves Come off in the Battle for Milk Supply

02 Aug 2019

Contributed by Lukas

There is never a dull moment in Australian dairy! Tim Hunt and Michael Harvey take a close look at what is underpinning milk prices, from the retail s...

To Feed or Not to Feed: Can We Grow Grain-Fed Lamb?

30 Jul 2019

Contributed by Lukas

Feedlotting lamb is becoming more popular. Angus Gidley-Baird and Brian Samson look at the fundamentals in the Australian lamb sector to identify if t...

Sugar Oversupply and Subsidies: Where's the Good News?

21 Jul 2019

Contributed by Lukas

With crushing in full swing, the domestic harvest brings to light the topic of marketing in a tough environment. Wes Lefroy and Charlie Clack discuss ...

What's in a Name? Dairy Implications in NZ-EU FTA Negotiations

18 Jul 2019

Contributed by Lukas

Emma Higgins and Blake Holgate discuss where the EU-NZ FTA negotiation process is currently at, and what some opportunities and concessions might look...

NZ Red Meat Mid-Year Outlook (Part 1) – Sheepmeat

14 Jul 2019

Contributed by Lukas

What does the second half of 2019 have in store for New Zealand sheepmeat prices? In part one of this two-part series focusing on New Zealand's red me...

Social Licence: Do You Want Fries With That?

10 Jul 2019

Contributed by Lukas

What can McDonald's teach us about a social licence to operate? Tim Hunt and Wes Lefroy explore the company's surprising history; the way it tackled w...

Trade Wars: Can-Kicking... Clock Ticking

03 Jul 2019

Contributed by Lukas

An analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still head...

Glyphosate Tremors Hit Home

02 Jul 2019

Contributed by Lukas

Against the backdrop of other glyphosate-related events, Australia's first glyphosate-related court case was confirmed in June. Wes Lefroy is joined b...

A New Definition of 'Lamb'. What Does it Mean?

25 Jun 2019

Contributed by Lukas

With the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.

A Soggy Start to the US Cotton Season

23 Jun 2019

Contributed by Lukas

How could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins ...

The Bright Future for Tasmanian Horticulture and Wine

19 Jun 2019

Contributed by Lukas

With Tasmania's location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising deman...

Global Dairy June 2019: Optimism in the Midst of Chaos?

18 Jun 2019

Contributed by Lukas

Emma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy out...

Still Off Track: Australia's Grains & Oilseed Prospects for 2019/20

17 Jun 2019

Contributed by Lukas

In the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook f...

Global Almond Outlook Remains Positive

05 Jun 2019

Contributed by Lukas

Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Aust...

Tech Talk | Producing for the Personalised Consumer

02 Jun 2019

Contributed by Lukas

One of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined...

How Will African Swine Fever Impact NZ Dairy?

29 May 2019

Contributed by Lukas

Emma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork p...

Does the US Still Need Australian Beef?

22 May 2019

Contributed by Lukas

Angus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian...

Wheat Price Woes

19 May 2019

Contributed by Lukas

Charlie Clack joins Cheryl Kalisch Gordon to discuss the outlook for global wheat prices and what Australian farmers can expect in the local market as...

Are Trees for Me?

15 May 2019

Contributed by Lukas

The opportunities forestry presents for NZ landowners varies widely. Blake Holgate and Emma Higgins explore what key considerations landowners should ...

2019 Beef Seasonal Outlook: Swinging in the Rain

12 May 2019

Contributed by Lukas

With the Australian cattle herd at a 20-year low, this year's market will be heavily influenced by seasonal conditions, with strong upside if seasons ...

The Rise of Brazilian Cotton: A Good Yarn?

07 May 2019

Contributed by Lukas

Brazil has rapidly risen to become one of the world's largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo t...

Faster Foods: As Big Food Struggles to Keep up with Change, Will Farmers Be the Winners?

01 May 2019

Contributed by Lukas

Recorded live at Rabobank's recent F2F summit, Senior Consumer Foods Analyst Nick Fereday and RaboResearch GM for Australia & NZ Tim Hunt discuss the ...

Back in the Black Once More for New Zealand Dairy Farmers?

25 Apr 2019

Contributed by Lukas

Emma Higgins and Mick Harvey discuss the new season's forecast milk price and other considerations for New Zealand dairy farmers.

African Swine Fever: The Biggest Thing to Hit Animal Protein Markets

22 Apr 2019

Contributed by Lukas

African swine fever is heavily impacting global demand for animal protein. Justin Sherrard and Angus Gidley-Baird discuss the current situation and th...

Australian Dairy Seasonal Outlook: Thirsty Work Rebuilding Supply

18 Apr 2019

Contributed by Lukas

The Australian dairy supply chain is facing considerable pressure ahead of a new season. But green shoots are on the horizon, with signs of a bottomin...

Live From F2F: How Is New AgTech Impacting Land Prices?

15 Apr 2019

Contributed by Lukas

Technology has an influence on land prices, both in the short and long term. But how? For this special episode, RaboResearch Australia & NZ Head Tim H...

Wheat a Minute! Have Australian Wheat Export Markets Been Disrupted?

11 Apr 2019

Contributed by Lukas

The current and future state of wheat demand in South=East Asia will be a critical factor in determining how Australian farmers and supply chain partn...

Tech Talk: What Farm2Fork Told Us About the Future of the Farm

10 Apr 2019

Contributed by Lukas

Over 1,300 farmers and other industry stakeholders attended this year's Farm2Fork event on Cockatoo Island in Sydney. The reason: to celebrate innovat...

What Happens If Live Sheep Exports Are Banned?

03 Apr 2019

Contributed by Lukas

In April 2018, the WA live sheep export industry hit the news. One year on, Phil Edkins and Angus Gidley-Baird discuss the current state of the indust...

What Will Trade War Tremors Mean for Australian Grains?

26 Mar 2019

Contributed by Lukas

An increasingly tight Australian grain balance sheet since 2017 has so far subdued the effects of the US-China trade war on Australian grain prices, b...

Sugar Price Support at a Snail's Pace

20 Mar 2019

Contributed by Lukas

Slowly but surely, the global sugar market is conveying some positive signals… but at a nail biting pace. Andy Duff joins Charlie Clack to talk supp...

What Can Frankenstein and the Six Million Dollar Man Teach Us About Science and Food?

12 Mar 2019

Contributed by Lukas

In this episode, Wes Lefroy and Tim Hunt explore how consumer acceptance of science in food and farming is shaped by the intentions of those who deplo...

Why Echo Chambers Matter in Food & Agribusiness

05 Mar 2019

Contributed by Lukas

Tim Hunt and special guest Alex Tobin (Chief Editor at RaboResearch) explain the impact of social media on group thinking, policy setting, and social ...

What's Cooking in the EU Food Market?

04 Mar 2019

Contributed by Lukas

Tim Hunt and Cyrille Filott (Global Strategist, Consumer Foods) investigate key trends in the EU market that food companies in Australia and New Zeala...

Tech Talk: Let's Be Strategic

27 Feb 2019

Contributed by Lukas

The big hype and lack of immediate on-farm value has left some farmers disillusioned about new technologies. In our latest Tech Talk, Angus Gidley-Bai...

First-Hand Perspectives of the US Dairy Industry

26 Feb 2019

Contributed by Lukas

Michael Harvey explores the current US dairy landscape with Global Sector Strategist Mary Ledman. Topics such as trade wars, cheese stocks, and margin...

Sustaining New Zealand's Red Meat Future

25 Feb 2019

Contributed by Lukas

The sustainability of red meat production systems is coming under increasing scrutiny, with the recently released EAT-Lancet Commission report calling...

Summer Storm Lotto: What Does It Mean for NSW 2019 Winter Crop Prospects?

19 Feb 2019

Contributed by Lukas

Senior Rural Manager Adam Tomlinson joins Senior G&O Analyst Cheryl Kalisch Gordon to talk about summer 2018/19 rainfall in parts of central NSW – a...

Feed for Thought

13 Feb 2019

Contributed by Lukas

Grain and fodder availability is going to be limited in 2019. Angus Gidley-Baird, Cheryl Kalisch Gordon, and Wes Lefroy look at the current fodder ava...

Discussing the Avocado Dip

11 Feb 2019

Contributed by Lukas

Global avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatilit...

A Silver Lining for Global Cotton

10 Feb 2019

Contributed by Lukas

With clouds gathered over the ICE #2 Cotton market, Tim Hunt and Charlie Clack unpick the reasons behind this move lower... and where prices are likel...

2019: A Revolutionary Year for NZ Agriculture Regulation?

05 Feb 2019

Contributed by Lukas

Emma Higgins and Blake Holgate discuss some of the impending regulatory changes set to unfold across 2019 and – where known – their impact on New ...

What Will 2019 Bring for Australian Agriculture?

03 Feb 2019

Contributed by Lukas

Tim Hunt, Head of RaboResearch Australia/New Zealand, and Michael Harvey, Senior Analyst, explain the rising headwinds and downside risks that will ch...

NZ Agriculture Outlook for 2019

03 Feb 2019

Contributed by Lukas

Tim Hunt, Head of Rabo Research Australia/New Zealand, and Analyst Blake Holgate, assess the prospect for a third profitable NZ season and the downsid...

Fruits of Your Labour in 2019: What's Changing and What Might Remain the Same?

28 Jan 2019

Contributed by Lukas

As we roll into early 2019, sustainability and animal protein analyst Blake Holgate talks with horticulture and wine analyst Hayden Higgins. Together,...

New Waves Across Australia's Organic Dairy Sector

22 Jan 2019

Contributed by Lukas

2019 is shaping up to be a big year of transition for the organic dairy sector. Michael Harvey and Michael Napier explore the changing landscape of th...

The Trade War Is Slowing... But So Are Key Economies

17 Jan 2019

Contributed by Lukas

Michael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the ...

Debulk... or Bulk Up?

14 Jan 2019

Contributed by Lukas

How can Australian grain remain competitive globally? Bulk network rationalisation was employed in the past, to achieve efficiencies – but this has ...