RaboResearch Food & Agribusiness Australia/NZ
Episodes
China's Singles Day: What You Need to Know
06 Nov 2017
Contributed by Lukas
Sandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends i...
Does New Government Equal New Direction for NZ Agriculture?
31 Oct 2017
Contributed by Lukas
With policies relating to the farming sector featuring prominently during New Zealand's recent election campaign –we discuss exactly what a change i...
What's Driving the Growth of the Global Oilseed Market?
30 Oct 2017
Contributed by Lukas
Canola, Australia's number one oilseed, represents just 15% of the world's edible oilseed market, a market dominated by the juggernaut oils soy and pa...
A Test Of Faith For Sugar Producers
26 Oct 2017
Contributed by Lukas
The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is n...
Crunch Time for the Australia Dairy Industry, October 2017
24 Oct 2017
Contributed by Lukas
The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spr...
Is China Still the Big Cheese for New Zealand?
20 Sep 2017
Contributed by Lukas
As we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can...
Spilling the Beans... on the US Grains Tour 2017
18 Sep 2017
Contributed by Lukas
12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Chery...
Transformational Change in the Australian Dairy Supply Chain
13 Sep 2017
Contributed by Lukas
The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a...
Cotton's Rollercoaster
13 Sep 2017
Contributed by Lukas
The global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active stor...
Beefed up US production to impact NZ
07 Sep 2017
Contributed by Lukas
Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst...
Beefed up US production to impact Australia
06 Sep 2017
Contributed by Lukas
The US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, ...
Are Australian Lambs Getting Too Big?
04 Sep 2017
Contributed by Lukas
Production, prices, and lamb weights: All were topics of discussion at a recent event in Cowra. Angus Gidley-Baird chats with Orange Branch manager To...
Strong Headwinds for Strong Wool
01 Sep 2017
Contributed by Lukas
New Zealand's wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch's NZ Animal Protein A...
Off-hook, Online
01 Sep 2017
Contributed by Lukas
Should we be pursuing greater online sales of seafood into China? Rabobank's global seafood expert, Gorjan Nikolik, addresses the rapid evolution of i...
Does Sensor Adoption Make Cents?
17 Aug 2017
Contributed by Lukas
The amount of new technology available to farmers is growing rapidly, yet increases in profitability are still limited. Wes Lefroy and Angus Gidley-Ba...
On the Lookout for Speed Bumps in the Wool Market
16 Aug 2017
Contributed by Lukas
What lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.
Barley, Beers and Beef
11 Aug 2017
Contributed by Lukas
The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what's behind the move and tak...
Sugar: Sweetness and Lite
09 Aug 2017
Contributed by Lukas
This podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes migh...
A New Era for NZ Dairy
07 Aug 2017
Contributed by Lukas
What does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.
Central Bonkers
07 Aug 2017
Contributed by Lukas
Is the future of NZ farmers in the hands of the world's central bankers? We put Michael Every, Senior Markets Strategist for Rabobank Asia-Pacific, in...
Fishing for Opportunity in China
01 Aug 2017
Contributed by Lukas
What does the future of China's seafood market mean for Australia and New Zealand? Tim Hunt talks to Rabobank's global seafood expert, Gorjan Nikolik.
The Drive for Value-Added New Zealand Lamb
27 Jul 2017
Contributed by Lukas
New Zealand sheep farmers often hear about the need for the industry to add value to their lamb export products. What is driving this push for more va...
Australian Horticulture And Changing Tides
26 Jul 2017
Contributed by Lukas
Changing market forces in Asia and new technologies are creating new implications for Australian growers. Roland Fumasi and Wes Lefroy discuss the cha...
Fresh Insight For New Zealand Horticulture
25 Jul 2017
Contributed by Lukas
Roland Fumasi, Senior Produce Analyst from Rabobank California, addresses the key global trends that NZ horticulture needs to be aware of.
An Outlook for the Australian Lamb Industry
25 Jul 2017
Contributed by Lukas
The Australian sheepmeat industry has been performing very strongly over recent years with increasing production and increasing prices. With productio...
Cotton and the United States: The Show Everyone's Talking About
05 Jul 2017
Contributed by Lukas
US cotton is holding centre stage right now, with big acreage and excellent conditions suggesting a bumper crop for Q4 2017. Andrew Tasker joins our l...
China Dairy: A Market and Industry in Transition
04 Jul 2017
Contributed by Lukas
Michael Harvey takes the opportunity to get download from Sandy Chen on his visit to Australia to explore the China dairy landscape in order uncover t...
New Zealand Dairy: Global Milk Supply Taps Beginning to Leak Again
27 Jun 2017
Contributed by Lukas
Global milk supply growth is emerging from key exporting engines. The resulting exportable surplus will increase across 2017 and moving into 2018. The...
House Of Cards
27 Jun 2017
Contributed by Lukas
What would an Australian housing market crash mean for the local F&A industry? Michael Every and Tim Hunt explore the chances of a crash, the economic...
Harvesting the Benefits of Digital Agriculture
20 Jun 2017
Contributed by Lukas
RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture' ...
Milk Prices Are In: It's Back To The Future vs. Breaking Rank
19 Jun 2017
Contributed by Lukas
The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processo...
A Global Perspective on New Zealand's Red Meat Prospects
09 Jun 2017
Contributed by Lukas
Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the sho...
Bungle In The AgTech Jungle: Australia & NZ
08 Jun 2017
Contributed by Lukas
While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption an...
Pulsating Pulse Prices—What's in Store for Chickpeas?
06 Jun 2017
Contributed by Lukas
Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian ...
Forward Marketing Agreements in the Australian Beef Industry: Time to Put Them on the Table
31 May 2017
Contributed by Lukas
Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics me...
Australian Cotton Outlook - Reasons to keep smiling
30 May 2017
Contributed by Lukas
Disappointing cotton yields have spelt concerns for many Australian growers but, in our view, there is still much to be optimistic about. Wes Lefroy i...
Coming off a Sugar High: What's Next for Growers?
23 May 2017
Contributed by Lukas
After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and,...
NZ Wine: Harvest, Exports, and Optimal Alignment
23 May 2017
Contributed by Lukas
With NZ's 2016/17 wine grape harvest complete, Marc Soccio assesses the impact of adverse weather on quantity and quality. Marc also looks at the heal...
Murray Goulburn on the Slow Road To Recovery
23 May 2017
Contributed by Lukas
Tim Hunt and Michael Harvey take a close look at developments in the Australian dairy sector over the past month—including a look at the outcome of ...
Outlook For New Zealand Dairy, May 2017
17 May 2017
Contributed by Lukas
New Zealand dairy farmers can expect profitable farmgate milk prices moving into the new 2017/18 season. Looking further afield, the future for global...
Navigating New Zealand's Environmental Regulatory Landscape
17 May 2017
Contributed by Lukas
Regulatory changes at both national and regional levels continue to impact farmers across New Zealand. Sustainability analyst Blake Holgate provides a...
Searching For Signs Of Higher Australian Grain Prices
12 May 2017
Contributed by Lukas
Amidst prevailing low grain prices, what's driving the lows, how long they may last and what might prompt upside are discussed. World cereal grain pri...
A Fresh Look at Australia within the Global Cotton Market
20 Apr 2017
Contributed by Lukas
Charlie Clack takes a fresh look at the global market, and Australia's position, during a time of excellent global prices and respectable returns for ...
A Return to Profitability in 2017/18 for AU Dairy Farmers
12 Apr 2017
Contributed by Lukas
After a difficult period Australian dairy farmers are shifting their focus and planning to the 2017/18 season. Michael Harvey connects the dots betwee...
Brazil - A Very Real Global Beef Competitor for Australia
10 Apr 2017
Contributed by Lukas
In 2015 Brazil regained direct access to the China market. In 2016 they gained access to the US market. They continue to seek increased access into ot...
Australian Horticulture Sector Summer Wrap
29 Mar 2017
Contributed by Lukas
As summer draws to an end, Marc Soccio discusses how Australia's diverse horticulture sector has encountered one of the wettest and mildest growing se...
Australia and New Zealand Fertilizer Outlook – March 2017
22 Mar 2017
Contributed by Lukas
The key purchasing and application period is fast approaching in Australia and New Zealand. In the episode Michael Harvey and Dirk Jan Kennes discuss ...
Australian Beef, March 2017
07 Mar 2017
Contributed by Lukas
With a reduction in production, Australia's beef export volumes dropped 23% in 2016. Japan again became Australia's largest export market and this pod...
New Zealand Dairy, March 2017
07 Mar 2017
Contributed by Lukas
New Zealand dairy farmers are emerging from a tough two seasons of enduring some of the lowest milk prices in the world. Going forward, the new 2017/1...
Exploring the drivers behind foreign investment in Australian Agriculture
07 Mar 2017
Contributed by Lukas
Following on from his involvement in Investment in Agriculture Forum hosted by the Queensland Government in Toowoomba on 28 February 2017, Marc Soccio...
2017: A Watershed Moment for NZ Agriculture
06 Mar 2017
Contributed by Lukas
2017 has been described as a 'moment of truth' for New Zealand agriculture due to the uncertainty and changes the industry is facing in the coming yea...
Australian Dairy, February 2017
06 Feb 2017
Contributed by Lukas
Australian dairy farmers and supply chains servicing both export and local markets have been confronted with headwinds which will push production back...