RaboResearch Food & Agribusiness Australia/NZ

RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest level in over 100 years. Meanwhile, US cotton area has recovered from last year's ten-year low but only marginally, and dryness might prevent more acres from being harvested than usual. The shocker for Australian farmers might be...

Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production? Angus Gidley-Baird chats with New Zealand analyst Jen Corkran about the Australian, New Zealand, and global sheep markets.    Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclai...

In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031. They discuss supply constraints, rising biodiesel demand, and why palm oil prices are likely to remain elevated over the coming years.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer...

Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this the reset the sector's been waiting for? They also unpack what's next – from winter slowdown to spring lambing – and th...

Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand budget. They unpack what happened at the RBNZ meeting, how the economy is performing, what is happening with the budget balance, and what it all might mean for the official cash rate and term interest rates.   Disclaimer: Please refe...

Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the 2026 Australian beef seasonal outlook.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www....

Emma Higgins and Jen Corkran dive into New Zealand's extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient supply, uncertain global demand, and rising on-farm costs collide.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for information about the...

In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for information about the scope and limitations of the material...

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from wheat toward canola, barley, and pulses in response to margin pressure and shifting risk-reward profiles.   Disclaimer: Please refer to our global RaboRe...

Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that mean for the cash rate?   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/dis...

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We exp...

Join RaboResearch analysts Paul Joules and Vítor Pistóia as they review how Australian farmland values performed in 2025 and explore the forces that could influence land prices moving forward.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for information about the scope and limitations of the material publ...

Food prices remain one of the most visible – and frustrating – parts of Australia's inflation story. In this episode, analysts Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking forward.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/0...

Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins. Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high pr...

Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months ahead. Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for information about the scope and limitations of the...

With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan about the impacts this quota may have on China and the current state of the Chinese beef market.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for in...

Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch's latest Semiannual Fertilizer Outlook, to discuss the key impacts of the Middle East crisis on global fertilizer markets.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for information...

In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on the ground. The discussion looks at seasonal conditions and shifting area decisions, alongside the growing impact of high input costs, particularly nitrogen fertiliser, on crop choice and margins.   Disclaimer: Please refer to our global RaboResearch di...

One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy Analyst Michael Harvey to take stock of how the US dairy sector has evolved and what it means for Australia and New Zealand. Their conversation revisits the structural themes identified during Lucas' earlier tour of Australia and New Zealand and explor...

RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates,...

RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates,...

Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based in Brazil, and Charles Hart, Senior Commodity Analyst in London, for a truly global discussion of the sugar market outlook. How much do high oil prices translate into higher Brazilian gasoline prices, and by how much will Brazilian sugar mills switch...

Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on the latest energy and fertiliser supply shocks – and how they are pushing up input costs and squeezing margins for Australian growers.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge...

Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions. They explore how energy prices, sustainability pressures, and evolving consumer behaviour are reshaping investment decisions for growers worldwide.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  http...

No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's Skye Ward sits down with Isobel Knight from Proagtive, drawing on her 25 years of experience working with farming families in succession planning . From how to start the process, to creating the appropriate forum for these discussions, Isobel shares w...