RaboResearch Food & Agribusiness Australia/NZ
Episodes
Livestock: Looking Through the Windscreen at 2019
08 Jan 2019
Contributed by Lukas
Angus Gidley-Baird and Blake Holgate take a look at RaboResearch's Global Animal Protein Outlook 2019. What will influence Australian and NZ markets i...
Australian Land Prices: What Drives Land Prices?
06 Jan 2019
Contributed by Lukas
In 2018, RaboResearch launched its inaugural report on Australian Ag Land Prices, 'No Summit in Sight'. Cheryl Kalisch Gordon discusses the report wit...
10 Events That Shaped Australian Agriculture in 2018
03 Jan 2019
Contributed by Lukas
Tim Hunt, Head of RaboResearch F&A in Australia and NZ, and Senior Analyst Michael Harvey rank the big events of 2018 and assess their impact in the s...
How to See the Carbon for the Trees
21 Dec 2018
Contributed by Lukas
RaboResearch sustainability analyst Blake Holgate examines how forestry land is currently treated within the NZ emissions trading scheme – and discu...
The Dairy Margin Squeeze: Is There any Relief in Sight?
14 Dec 2018
Contributed by Lukas
A major squeeze on dairy farm margins will see national production fall to two-decade lows. Michael Harvey and Tim Hunt explore the forces behind this...
Tech Talk | Dining on Data: What Can Farmers Learn From the Restaurant Sector?
11 Dec 2018
Contributed by Lukas
Would you like a side of data with that? In our latest episode of Tech Talk, Wes Lefroy is joined by Paula Savanti, New York-based Senior Analyst for ...
Premium, budget, sustainable or on-line: what are consumers seeking from floriculture.
06 Dec 2018
Contributed by Lukas
The European floriculture sector has always played a leading role in global floriculture and brings some good insights for sector participants from ac...
Checking the Pulse: Focusing on Supply in 2018/19
05 Dec 2018
Contributed by Lukas
RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian a...
Can NZ dairy connect with the consumer?
02 Dec 2018
Contributed by Lukas
The dislocation between the local community that sets environmental standards for NZ dairy, and its predominantly offshore customer base, creates a...
Trade War Turbulence for Australian Grains & Oilseeds Too
27 Nov 2018
Contributed by Lukas
What does 2019 hold for wheat, oilseed, and feedgrain prices? Senior Grain & Oilseed Analyst Cheryl Kalisch Gordon chats to Rabobank Agri Commodity Ma...
The 2018 Europe Wine Harvest in Europe and its Implications
21 Nov 2018
Contributed by Lukas
Rabobank European Senior Beverages Analyst Maria Castroviejo and Australian Senior Wine and Horticulture Analyst Hayden Higgins discuss the 2018 Europ...
Live Cattle Trade Update
20 Nov 2018
Contributed by Lukas
As we approach the end of the year and the traditionally higher live cattle export season, Angus Gidley-Baird and Trent McIndoe discuss how the curren...
Which Way's Up and Which Way's Down?
15 Nov 2018
Contributed by Lukas
Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasin...
What Birdseye Taught Us: Lessons for Agtech from the Evolution of Frozen Food
06 Nov 2018
Contributed by Lukas
Tim Hunt, Head of RaboResearch in Australia and NZ, and Wes Lefroy, Agtech analyst, explore what the history of foodtech can tell us about its future.
The Sheep is Back
04 Nov 2018
Contributed by Lukas
Examining the Asian Cheese Markets
31 Oct 2018
Contributed by Lukas
RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australi...
Checking the Pulse: Focusing on Demand in 2018/19
28 Oct 2018
Contributed by Lukas
RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian...
Trade War to Cold War
25 Oct 2018
Contributed by Lukas
Rabobank Global Strategist Michael Every takes a look at how the trade war has escalated into a cold war and what it might mean for the Food and Agrib...
Trust Us – We're the Food Industry
22 Oct 2018
Contributed by Lukas
Why consumer trust is becoming harder, yet more valuable, to win. Tim Hunt and Cheryl Kalisch-Gordon explore.
Realising the Sustainable Advantage
18 Oct 2018
Contributed by Lukas
Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines w...
Fertiliser - The Market Has Woken
16 Oct 2018
Contributed by Lukas
Global fertiliser prices have climbed off ten-year lows and, as a result, many farmers will pay higher prices for fertiliser next season. Wes Lefroy i...
The Big Dry and Beyond
04 Oct 2018
Contributed by Lukas
In this latest Australia & NZ Grains & Oilseeds RaboResearch podcast Georgia Twomey catches up with Senior Grains & Oilseeds Analyst, Cheryl Kalisch G...
An Update on Glyphosate
29 Sep 2018
Contributed by Lukas
Events in August and September have renewed focus on the use of glyphosate. In our latest podcast, Wes Lefroy is joined by Cheryl Kalisch Gordon to di...
Ten-tative recovery for sugar
20 Sep 2018
Contributed by Lukas
A global view of the sugar market from Rabo Research's sugar team based in Australia, Asia, EU and Brazil. Find out just what is happening in each of ...
A Shifting US Wine Market: How the Australian Wine Industry Can Profit
18 Sep 2018
Contributed by Lukas
What should Australian wine exporters focus on when repositioning themselves for increased value growth in the US? Rabobank's Global Strategist – Be...
The US – A Global Protein Focal Point
05 Sep 2018
Contributed by Lukas
Angus Gidley-Baird and Blake Holgate discuss local beef markets and the current state of the US beef industry.
Tech Talk | Secondary Impacts of AgTech Adoption
27 Aug 2018
Contributed by Lukas
The implementation of ag technology will bring secondary impacts to both asset values and farm businesses. In this latest tech talk, Wes Lefroy is joi...
Cotton Conference 2018 Draws a Crowd
26 Aug 2018
Contributed by Lukas
Georgia Twomey, Commodity Analyst, and Drew Hawkins, Senior Relationship Manager and Chair of the Rabobank Cotton Sector Group, discuss the themes an...
Any Spoils for Oilseeds?
23 Aug 2018
Contributed by Lukas
With the backdrop of increasing global cereal prices, and following the implementation of a 25% tariff on US soybean imports by China, Cheryl Kalisch ...
What's Feeding the Cost of Milk in NZ and Abroad?
22 Aug 2018
Contributed by Lukas
Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand. Emma Higgins, Rabobank's NZ Dairy Analyst, a...
Trade Wars – Dark Clouds, Silver Linings
16 Aug 2018
Contributed by Lukas
Tariff walls are rising between China and the US – while the US imposes new sanctions on Russia and Iran, and punishes Turkey. Michael Every brings ...
Winning the End Game in the Middle Kingdom
09 Aug 2018
Contributed by Lukas
On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red m...
Is the Weather Tightening its Grip on Milk Supply?
08 Aug 2018
Contributed by Lukas
Tim Hunt and Michael Harvey review Australia's 2017/18 season and explore whether the recovery in the dairy sector will continue. The team also looks ...
Meating the Needs of the Modern Consumer
01 Aug 2018
Contributed by Lukas
Blake Holgate catches up with Rabobank Global Animal Protein Strategist, Justin Sherrard, to discuss what changing global consumer trends mean for ...
The State of the US Lamb Industry
31 Jul 2018
Contributed by Lukas
The US is Australia's biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank's senior animal protein analyst Ang...
Rabobank European Grains Tour | Focus On Ukraine
20 Jul 2018
Contributed by Lukas
The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vit...
Global Animal Protein: Winning in More Complex Markets
18 Jul 2018
Contributed by Lukas
Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.
Nitrogen Price Pressure Ahead of Spring Flush
11 Jul 2018
Contributed by Lukas
It's almost peak nitrogen application time across Australia and NZ. Wes Lefroy and Emma Higgins catch up on expectations for prices and demand ahead o...
New Perspectives for US and Australian Table Grapes
10 Jul 2018
Contributed by Lukas
What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the ...
Beefed Up Grain Prices
05 Jul 2018
Contributed by Lukas
With east coast grain prices reaching decade highs and domestic basis at record highs in some port zones of Australia, our Senior Grains & Oilseeds An...
Trade Wars 3.1: Animal Protein
05 Jul 2018
Contributed by Lukas
Angus Gidley-Baird and Justin Sherrard take a look at the effect a US-China trade dispute will have on Australian and NZ animal protein.
Focus on Deer
27 Jun 2018
Contributed by Lukas
How can New Zealand's deer industry build on its recent successes and stay ahead of the curve? Our analyst Blake Holgate joins Otago agribusiness mana...
Our Latest NZ Milk Price Forecast
25 Jun 2018
Contributed by Lukas
Why we revised it upwards, what's underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank's NZ Dairy Analyst, steps us t...
The Hangover
25 Jun 2018
Contributed by Lukas
The world is awash with sugar… and things don't look to be changing any time soon. From São Paulo, Andy Duff, our Global Sugar Strategist, joins Au...
Another Week, Another Record for the Wool Market?
18 Jun 2018
Contributed by Lukas
What has been driving this extraordinary performance in wool prices and is it set to last? Rabobank Australia's wool and sheepmeat analysts Georgia Tw...
Trade Wars (Part 3): The Attack of the Clones
15 Jun 2018
Contributed by Lukas
Why the trade war isn't over and two uncomfortable truths we have learned from it so far. Michael Every, Senior Asia Pacific Strategist, shares his in...
Talking Tech at F&A Next
04 Jun 2018
Contributed by Lukas
The F&A Next conference recently hosted AgTech Investors, Corporates, Farmers and startups from around the globe in Wageningen, the Netherlands. In th...
A Gap in the Supply Chain: Labour Challenges in the NZ Horticulture & Viticulture Sectors
03 Jun 2018
Contributed by Lukas
A shortage of labour to pick and pack some of NZ's key export crops has become pronounced across horticulture and viticulture in NZ. Tim Hunt and Hayd...
Rain Makes Grain: But Where in 2018?
30 May 2018
Contributed by Lukas
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA's ...
Have the Tides Turned Further in Favour of Australian Dairy?
29 May 2018
Contributed by Lukas
Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigge...
Value-based Beef Marketing
28 May 2018
Contributed by Lukas
The commissioning of the first commercial Dexa technology facilities at the Teys plant will be the catalyst for how we market cattle.
Eye on US Beef – Implications for NZ
22 May 2018
Contributed by Lukas
Blake Holgate catches up with US-based Senior Animal Protein Analyst Don Close to discuss the likelihood that continued drought conditions will lead t...
In-Season Cotton Price Outlook
20 May 2018
Contributed by Lukas
Commodity Analysts Georgia Twomey and Charlie Clack discuss the current cotton market strength, what has been driving the price so far in 2018 and wha...
Tuesday Tech Talk | What Can We Learn From Cotton?
14 May 2018
Contributed by Lukas
The cotton industry leads the way for adoption of AgTech. In this episode, Wes Lefroy and Georgia Twomey discuss what has driven uptake within the cot...
What's Happening in the World of Almonds: US and Australian Perspectives
13 May 2018
Contributed by Lukas
Hayden Higgins, Senior Horticulture Analyst in Australia, and Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, discuss the Aus...
A Hit for 6 – New Zealand Dairy Farmers Face a Triple Treat
13 May 2018
Contributed by Lukas
The new 2018/19 season looks set to shape up as a triple treat for New Zealand dairy farmers. Emma Higgins addresses what the 2018/19 season might hol...
Does Accreditation Pay? Weighing up the Value in Sustainability Accreditation
02 May 2018
Contributed by Lukas
Commodity analyst Georgia Twomey discusses the increasing exposure for Australian sugar and cotton growers to both local and global sustainability acc...
Trade Wars, Part 2: The Empire Strikes Back
25 Apr 2018
Contributed by Lukas
What China's retaliation means for Ag in Australia. Tim Hunt and Cheryl Kalisch Gordon dig in.
Tuesday Tech Talk | Drones: Riding the Wave of Hype
24 Apr 2018
Contributed by Lukas
Drones have no doubt been one of the most popular technologies in agriculture, however are facing some challenges. Wes Lefroy is joined by Michael Har...
Grains & Oilseeds | Pre-Plant Price Chat
22 Apr 2018
Contributed by Lukas
Anzac Day is just around the corner—a pivotal marker in many Australian winter crop planting programs. Toby Mendl, Rabobank's Regional Manager for C...
Australia Dairy and the Great Big Milk Battle
10 Apr 2018
Contributed by Lukas
As the 2017/18 season winds down, we shift our focus to the new season. Milk pricing, competition, seasonal conditions, budgeting and planning: how ar...
Tuesday Tech Talk: Artificial Intelligence
10 Apr 2018
Contributed by Lukas
The amount of data being generated on the farm has never been higher—but how can you analyse it? In this latest Tuesday Tech Talk, Wes Lefroy and Ch...
Live Export and Northern Australia Cattle Update
04 Apr 2018
Contributed by Lukas
With the wet season drawing to a close, Angus Gidley-Baird speaks with regional manager Barry Gerschwitz about the recent NTCA conference and the live...
How Regenerative Farming is Relevant To Your Farm
03 Apr 2018
Contributed by Lukas
One of the key themes to come through this year's Ballance Farm Environment Awards has been the increasing focus on regenerative agriculture. Blake Ho...
Sweet Dreams for the Asian Sugar Trade
02 Apr 2018
Contributed by Lukas
Asian sugar import demand has been strong, but there are some short- and long-term headwinds developing that may impact trade in the region. Sugar Ana...
Trade Wars (Part 1): The Force Awakens
25 Mar 2018
Contributed by Lukas
Trump's USD 60 billion threat to China and what it means for Australia and NZ ag. Michael Every, Asia Pacific Strategist at Rabobank, explains.
Seasons Driving US, Australia and NZ Beef Trade
20 Mar 2018
Contributed by Lukas
Dry conditions in the US, Australia and NZ have led to increased cattle slaughter. To find out what impact this is having on the market, listen to Don...
Black Sea wheat and Much Much More – Global Grains Outlook March 2018
19 Mar 2018
Contributed by Lukas
Cheryl Kalisch Gordon catches up with Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel in Northern NSW as he completes his two week tour of...
Race to the Top in the Fibre Market
01 Mar 2018
Contributed by Lukas
Wool's stellar performance over the last 18 months is impressive and positive for the wool-growing industry. Commodity analyst Georgia Twomey talks wi...
The Pulse Has Weakened but Is Still Beating
28 Feb 2018
Contributed by Lukas
In this episode, Wes Lefroy and Cheryl Kalisch Gordon of RaboResearch's Grains & Oilseeds team discuss the Australian chickpea outlook for 2018 and ho...
Tuesday Tech Talk – Robotics & the Geek Squad
26 Feb 2018
Contributed by Lukas
The use of the robots and automation on the farm might sound like science fiction – but some farmers across the globe are already extracting value. ...
New Zealand Dairy: February Flash Update
19 Feb 2018
Contributed by Lukas
Tim Hunt and Michael Harvey check in on the New Zealand dairy industry to identify how the dry spell has impacted global balances, local milk prices, ...
Tuesday Tech Talk: Building the Sustainability Story
13 Feb 2018
Contributed by Lukas
The importance of sustainability is being magnified in today's farming systems. In this latest podcast, Wes Lefroy and Blake Holgate discuss the role ...
Australian Dairy Livestock Trading Conditions: Has the Cycle Turned?
07 Feb 2018
Contributed by Lukas
Angus Gidley-Baird and Michael Harvey take a close look at what's in store in 2018 for livestock trading profits for Australian dairy farm operators.
Global Economics: A Sense of Optimism for Agriculture?
06 Feb 2018
Contributed by Lukas
There's a sense of optimism surrounding the global economy with all of the world's major economies now growing. But there are risks and headwinds that...
2018 Outlook for Australian Agriculture
30 Jan 2018
Contributed by Lukas
Australian ag should reap the benefits of a positive global environment this year. Tim Hunt and Angus Gidley-Baird discuss.
2018 Outlook for NZ Agriculture
30 Jan 2018
Contributed by Lukas
NZ ag is set for another good year: it should spend it wisely. Tim Hunt and Blake Holgate outline their case.
Tuesday Tech Talk: The Internet of Things
29 Jan 2018
Contributed by Lukas
The internet of things is one of many technologies undergoing rapid development. Wes Lefroy & Georgia Twomey discuss what the internet of things is an...
Happy New Year for Cotton… Or Is It?
29 Jan 2018
Contributed by Lukas
Commodity analyst Georgia Twomey and markets specialist Charlie Clack discuss the current price strength in the cotton market. What is driving it and ...
Australia's Domestic Lamb Market
24 Jan 2018
Contributed by Lukas
A look at Australia's domestic lamb market. With January a key month for Australian lamb promotion, Georgia Twomey and Angus Gidley-Baird discuss the ...
Tuesday Tech Talk: Getting Connected
12 Jan 2018
Contributed by Lukas
Connectivity is a massive issue for regional areas throughout Australia and New Zealand. In this new episode, Wes Lefroy and Angus Gidley Baird discus...
The EU & Glyphosate
12 Jan 2018
Contributed by Lukas
An outcome has finally been reached in the EU with regard to Glyphosate use. Cheryl Kalisch Gordon and Wes Lefroy discuss what this means for future A...
Tuesday Tech Talk: Block What?
29 Dec 2017
Contributed by Lukas
Blockchain is a digital technology that threatens to change interaction in the F&A Supply Chain from Paddock to Plate. To discuss the implications and...
6 Events that Shaped NZ Agriculture in 2017
27 Dec 2017
Contributed by Lukas
Blake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
EU Sugar Shake-Up
21 Dec 2017
Contributed by Lukas
Australian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector...
New Zealand Dairy — Price Cuts, Peak Flows and Global Markets
19 Dec 2017
Contributed by Lukas
On the eve of Christmas Tim Hunt and Michael Harvey take a look at how the 2017/18 New Zealand season is shaping up, now that the peak has passed. The...
Tuesday Tech Talk: Latest & Greatest from AgriTechnica
18 Dec 2017
Contributed by Lukas
Wes Lefroy is joined by our first global guest on Tuesday Tech Talk, Stefan van Merrienboer, to discuss the latest Ag technologies from Agritechnica, ...
What's on the Grill for 2018
13 Dec 2017
Contributed by Lukas
What does 2018 look like for Australian and New Zealand animal protein markets? Angus Gidley-Baird and Blake Holgate review the 2018 outlook.
Australia/New Zealand Fertiliser Update
08 Dec 2017
Contributed by Lukas
After a relatively quiet 2017, there has been some movement of late in fertiliser markets. Mick Harvey is joined by Wes Lefroy to discuss some of this...
Tuesday Tech Talk: Drivers & Barriers of AgTech Adoption
04 Dec 2017
Contributed by Lukas
It's time for Episode 2 of Tuesday Tech Talk, and today Wes Lefroy and Tim Hunt talk through the key drivers behind the growth in AgTech use and the k...
Good Buy, Low Prices: Global Grains & Oilseeds Outlook 2018 and what it means for Australian Farmers
04 Dec 2017
Contributed by Lukas
Cheryl Kalisch Gordon speaks to Rabobank's London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilse...
Saputo's Tilt For Murray Goulburn
28 Nov 2017
Contributed by Lukas
Murray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled ...
Alternative Proteins: Will They Steal Our Growth?
28 Nov 2017
Contributed by Lukas
Global Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.
TPP: It's Alive! (and Good for Australian Grains)
28 Nov 2017
Contributed by Lukas
What does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst...
Wool's Boomtime
27 Nov 2017
Contributed by Lukas
Wool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearc...
Good Buy Low Prices For Cotton
21 Nov 2017
Contributed by Lukas
Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook...
Tuesday Tech Talk: Let's Talk AgTech
20 Nov 2017
Contributed by Lukas
The first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.
China's 19th Communist Party Congress – What does it mean for F&A?
10 Nov 2017
Contributed by Lukas
Asia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.
You Eat What? Substitute Foods: How Real, and How to Respond
06 Nov 2017
Contributed by Lukas
Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond
Grains & Oilseeds: 7 stories from '17
06 Nov 2017
Contributed by Lukas
Harvest is upon most cropping farmers across Australia. So with that it's time to take a look at the 7 key factors that have define this year's winter...