RaboResearch Food & Agribusiness North America
Activity Overview
Episode publication activity over the past year
Episodes
G&O global roundup
01 Jul 2024
Contributed by Lukas
The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what's driving global markets and trade this summer.
Changes keep coming – A look at grain & oilseed markets across the globe
25 Apr 2024
Contributed by Lukas
Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets....
Chaos or clutter?
29 Dec 2023
Contributed by Lukas
2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve...
Worldwide wrap-up
18 Dec 2023
Contributed by Lukas
Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the se...
Farm Input-palooza
01 Dec 2023
Contributed by Lukas
RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, t...
Tying up loose ends
31 Oct 2023
Contributed by Lukas
There's a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks w...
Talking Prices…and a Whole Lot More
02 Oct 2023
Contributed by Lukas
Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn't just what the US crop will be but how it will fare...
It's a Wild World
16 Aug 2023
Contributed by Lukas
The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this ep...
After the Storm – The Fertilizer Industry Charts Its Path After Disruption
19 Jul 2023
Contributed by Lukas
RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the Internat...
Blue Sky Blues
28 Jun 2023
Contributed by Lukas
Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the e...
Wide World of Grain
19 May 2023
Contributed by Lukas
RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from ar...
Uncertainty, More Than the Weather, Clouds Planting Season
02 May 2023
Contributed by Lukas
There's a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analyst...
Regional Banks Caught in a Storm
20 Mar 2023
Contributed by Lukas
Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of ...
Around the Row Crop World
06 Mar 2023
Contributed by Lukas
Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developme...
Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy
01 Mar 2023
Contributed by Lukas
Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearc...
World Ag Expo: Living on Tulare Time
09 Feb 2023
Contributed by Lukas
The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Luc...
A New Year in G&O
26 Jan 2023
Contributed by Lukas
Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers an...
What's Making the Grain & Oilseed World Go 'Round?
02 Nov 2022
Contributed by Lukas
Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch's G&O analysts from around the world in a lively conversation about wh...
Summer Swoon
15 Aug 2022
Contributed by Lukas
RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick ...
An Unsettled Picture in the Grains & Oilseeds World
27 May 2022
Contributed by Lukas
RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukrain...
Grain Markets and the Black Sea
24 Mar 2022
Contributed by Lukas
The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it...
Black Sea Volatility for Grain Markets
24 Feb 2022
Contributed by Lukas
On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst And...
Drought in the Americas Might Upset the Canola Bears
18 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 seaso...
Drought in the Americas Might Upset the Canola Bears
18 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 seaso...
Drought in the Americas Might Upset the Canola Bears
18 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 seaso...
Out of Stock: Update on F&A Logistics
31 Jan 2022
Contributed by Lukas
Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across indus...
Packaging Problems
29 Nov 2021
Contributed by Lukas
An integral part of getting food from the farm or the feedlot to consumers' kitchens is causing some headaches. Shortages and high prices for packagin...
Buy Nitrogen Now or Wait? A Global View
28 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...
Bad to Worse for Glyphosate
07 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 ...
G&O Update
02 Sep 2021
Contributed by Lukas
The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.
Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market
17 Aug 2021
Contributed by Lukas
Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other ma...
Commodity Supercycle Talk and Brazilian Corn Drops
11 Jun 2021
Contributed by Lukas
Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker d...
A Toast to Avocados
28 May 2021
Contributed by Lukas
Avocado consumption continues on an upward trend, and Rabobank's Senior Fruits & Vegetables Analyst, David Magana, says that there's still room to gro...
A Remarkable Year for Beef
07 May 2021
Contributed by Lukas
May is National Beef Month in the US, and it's been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Associati...
Cotton Across Hemispheres
20 Apr 2021
Contributed by Lukas
On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US grower...
USDA Report Surprises Commodities Markets
13 Apr 2021
Contributed by Lukas
The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson...
Strawberries Surge During Uncertain Times
16 Mar 2021
Contributed by Lukas
Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, H...
Grains Rally Creates Feed Cost Challenges
02 Mar 2021
Contributed by Lukas
A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the top...
Mid- and Post-Pandemic Beef Demand
10 Feb 2021
Contributed by Lukas
Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why pos...
Wild Markets and a Surprise Grains Rally
01 Feb 2021
Contributed by Lukas
It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.
The Year Ahead – The 2021 Commodity Outlook
17 Dec 2020
Contributed by Lukas
2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at th...
Room for Optimism in Animal Protein Outlook
24 Nov 2020
Contributed by Lukas
When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein ana...
Election Uncertainty Impacts Markets and Cotton Rally Continues
30 Oct 2020
Contributed by Lukas
Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds anal...
Increased Competition and Demand for Quality in Blueberry Market
14 Oct 2020
Contributed by Lukas
As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña disc...
China Surprises, While Weather Uncertainty Hits Grains & Oilseeds
01 Sep 2020
Contributed by Lukas
China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResea...
Beef Bouncing Back from Initial Covid-19 Impact
21 Aug 2020
Contributed by Lukas
Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look...
Cotton Rallies and the Continuing Covid Impact
24 Jul 2020
Contributed by Lukas
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andr...
Trade Deal Implications and Acreage Report Surprises
14 Jul 2020
Contributed by Lukas
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk abou...
Dairy Industry Recovery and 2020 Second Half Projections
08 Jul 2020
Contributed by Lukas
As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strat...
Covid-19 Changes the Horticulture Labor & Workplace Landscape
19 Jun 2020
Contributed by Lukas
Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor chall...
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook
16 Jun 2020
Contributed by Lukas
Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania's milk production season was comi...
Row Crop Review
05 Jun 2020
Contributed by Lukas
Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic foreca...
Cotton Planting Amid Covid-19: Lessons from the US
22 May 2020
Contributed by Lukas
In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to t...
Rice and Sugar: Staples Riding Out the Coronavirus Storm?
12 May 2020
Contributed by Lukas
Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relati...
Grains & Oilseeds in a Coronavirus World
06 May 2020
Contributed by Lukas
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about ...
Covid-19 and the US Beef Market
04 May 2020
Contributed by Lukas
The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant...
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics
27 Apr 2020
Contributed by Lukas
In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Sen...
Grain Production Profitability in a Low-Margin Outlook
01 Apr 2020
Contributed by Lukas
Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nichol...
Converting Waste to Revenue with Ultra Capital
03 Mar 2020
Contributed by Lukas
Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, c...
Dairy Calves Get a Beef Makeover
06 Feb 2020
Contributed by Lukas
Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and t...
US-China: Phase One
31 Jan 2020
Contributed by Lukas
What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Eri...
Getting Real: Row Crops in South America
17 Jan 2020
Contributed by Lukas
US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update o...
An Emerging Fruit & Vegetable Powerhouse
13 Jan 2020
Contributed by Lukas
Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favora...
Global Animal Protein Outlook 2020
13 Nov 2019
Contributed by Lukas
What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the ...
Grains & Oilseeds Around the World
29 Oct 2019
Contributed by Lukas
Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments that ...
No Need to Feel Blue
18 Oct 2019
Contributed by Lukas
RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest R...
What's up Down Under?
26 Sep 2019
Contributed by Lukas
The US team welcomes a special Aussie guest, RaboResearch Analyst Wes LeFroy, and compares notes on the latest G&O news from both the US and Australia...
Why the Milk Mustache Went out of Fashion
03 Sep 2019
Contributed by Lukas
The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the b...
Weed Resistance in Cotton: Lessons Learned From the US
29 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...
On the Road in Iowa: Are Grains a Field of Dreams this Year?
05 Aug 2019
Contributed by Lukas
Steve Nicholson and Andrew Tasker take the pulse of the Grains & Oilseeds sector from the middle of the grain belt in the middle of summer.
Grains & Oilseeds Market Update – June 2019
21 Jun 2019
Contributed by Lukas
Steve Nicholson and Andrew Tasker introduce Erin FitzPatrick and take stock of a soggy spring.
U.S. Organic Produce Premiums Under Pressure
20 Jun 2019
Contributed by Lukas
US organic food sales continue to rise, but the pace of growth has slowed. Organic fruits and vegetables continue to be the largest organic segment, b...
Will US Pistachios Continue to Crack the Market?
12 Jun 2019
Contributed by Lukas
An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña di...
Global Almond Outlook Remains Positive
06 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...
Acres Underwater
29 May 2019
Contributed by Lukas
Much of the grain belt is in the midst of near-record flooding this spring. In this month's grains & oilseeds wrap, Steve Nicholson and Andrew Tasker ...
Hemp… It's Complicated
13 May 2019
Contributed by Lukas
The U.S. hemp industry has got a lot of people excited, but is it a good opportunity? In this episode, analysts Steve Nicholson and Bourcard Nesin dis...
The Rise of Brazilian Cotton: A Good Yarn?
09 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...
Row Crop Review
29 Apr 2019
Contributed by Lukas
Steve Nicholson and Andrew Tasker catch up on a busy period in row crops. Floods in the Midwest and the ever-present topic of trade are on the list of...
Fruits & Vegetable Spring Review
24 Apr 2019
Contributed by Lukas
From weather to trade agreements to the Easter rush... Spring has been a busy season in the fruit, vegetable, and tree nut markets. Roland Fumasi and ...
Working in a Carry Market
18 Mar 2019
Contributed by Lukas
Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.
Time to Market
22 Feb 2019
Contributed by Lukas
In this month's grains and oilseeds episode, Steve Nicholson and Andrew Tasker talk about the challenges and possible solutions to marketing this y...
Price Signals at Work in the Strawberry Market – Outlook 2019
11 Feb 2019
Contributed by Lukas
Rabobank's recently-developed market analysis tool can help clients along the berry value chain with unique, regional, and seasonal scenario analysis ...
Growth in the Background: Changing Cattle Industry Structure Increases Role for Grow Yards
30 Jan 2019
Contributed by Lukas
In this episode, Don Close discusses a structural change in the beef cattle industry. Over the last few years, grow yards have become an increasingly ...
Catching up With the ABCs: U.S. Grain Storage and Challenges to Traditional Grain Merchandising
13 Dec 2018
Contributed by Lukas
As grain producers are changing the supply chain, grain companies need to transform themselves. Steve Nicholson talks with Bill Nickrent about how the...
The G20 Trade War Truce
10 Dec 2018
Contributed by Lukas
During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negot...
Is the U.S. Producing Too Many Almonds? Probably not…
29 Nov 2018
Contributed by Lukas
California almond production will hit 3bn pounds in the next five years and global demand growth is expected to keep pace. Roland Fumasi and David ...
Nugget of Hope
28 Nov 2018
Contributed by Lukas
Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all...
Un-banning plastic
06 Nov 2018
Contributed by Lukas
Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to chan...
Dairy and the New NAFTA
24 Oct 2018
Contributed by Lukas
After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United States-...
Residual Supplier?
16 Oct 2018
Contributed by Lukas
Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the pra...
A Trade War Story
02 Oct 2018
Contributed by Lukas
The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but...
Summertime and the Living is...?
24 Aug 2018
Contributed by Lukas
RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they've seen and heard as they've travelled the Mi...
Rabobank European Grains Tour | Focus On Ukraine
16 Aug 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...
Argentina Agribusiness Outlook
14 Aug 2018
Contributed by Lukas
In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors w...
Memo From the Antipodes: The US Lamb Industry
03 Aug 2018
Contributed by Lukas
This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia's ...
What Is Meat, Anyways?
25 Jul 2018
Contributed by Lukas
Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. ...
What's RaboResearch Thinking? Grains & Oilseeds
20 Jul 2018
Contributed by Lukas
Tariffs, planted acres, weather... and what now? Grains & Oilseeds analysts Steve Nicholson and Sam Funk discuss the trends they're tracking this summ...
The Impact of China's RCP policies on Global Paper Packaging
18 Jul 2018
Contributed by Lukas
China's long-term strategy to strengthen its waste quality policies is expected to reshape the global paper packaging supply chain. The US and Europe ...
New Perspectives for US and Australian Table Grapes
13 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 ...
Wage Hikes Won't Solve Your Labor Problem
10 Jul 2018
Contributed by Lukas
Retaining workers in the grueling world of meat and poultry processing has never been easy, but has it ever been this hard? Between low unemployment ...