Rabobank
RaboResearch Food & Agribusiness Australia/NZ
Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https:/...
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Episodes
Bonus Episode: Stay One Step Ahead of a Scammer With These Top Tips 14.11.2022 18:37
For most on the land, scouring trade magazines and clearing sales for used machinery is a well-enjoyed pastime, yet as these sales have moved online, so too has the potential for scammers. On this bonus podcast, Rabobank Fraud Detection Senior Manager, Bethan Wearmouth shares how we can better protect ourselves against fraud and scammers.
Will New Zealand Farmers Receive the Gift of Strong Prices This Christmas? 10.11.2022 10:43
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Australian Analyst Pia Piggott to discuss the latest agribusiness monthly, and to take a closer look at commodity prices in the lead up to the festive season.
Bonus Episode: Educating the Next Generation 09.11.2022 16:13
On this bonus podcast, Georgie Poole talks to Simone Kain, co-creator of George the Farmer , on what inspired her to create the popular Australian educational books and program.
Firing up the Grill for the New Season Lambs 08.11.2022 24:47
Angus Gidley-Baird and Genevieve Steven chat about the current Australian and New Zealand lamb markets, what production and prices are doing, what is happening in major export markets, and what they think might happen over the coming months.
Canola Demand Outlook – Biofuel Update 07.11.2022 21:45
The demand for canola looks bright but not straightforward. Global Grain & Oilseed Strategist for Rabobank in St. Louis, US, Steve Nicholson, joins Dennis Voznesenski, Agricultural Analyst in Rabobank's Sydney office, to discuss the biofuel outlook and whether there have been any significant changes since the beginning of this year.
Cherry Production in the Southern Hemisphere 01.11.2022 22:31
Join Pia Piggott, Horticulture Associate Analyst, and Gonzalo Salinas, Senior Fresh Produce Analyst, to chat through the outlook for cherry production in the Southern Hemisphere. In this episode we discuss: How the season is looking for Australian cherries Cherry fever in Chile What an early Chinese New Year means for cherry producers Clients can access the full sweet cherry report here .
October New Zealand Agribusiness Monthly Overview 20.10.2022 14:14
Join Senior Agricultural Analyst Emma Higgins and Associate Analyst Pia Piggott to chat through the outlook for commodity prices and input costs this October. The October monthly report can be accessed here .
Breaking Records and Breaking Hearts – 2022/23 Australian Winter Crop Forecast 16.10.2022 44:30
Parts of Australia will see farmers reap record or near-record crops, while other parts will see farmers heartbroken by yield, volume, and quality downgrades due to excessive rains, washed out fields, and unharvestable crops. Agricultural analyst Dennis Voznesenski and General Manager for RaboResearch Australia & New Zealand Stefan Vogel dive into the significantly varying 2022/23 winter crop resu...
Oceania Dairy Milk Production – Is There a Spring in Step This Season? 12.10.2022 15:38
The Oceania milk production seasons are about to get into full swing as the spring flush approaches. Michael Harvey and Emma Higgins take a look at production expectations to see if there is a spring in the step.
US Beef Cow Liquidation – It's Déjà vu All Over Again 10.10.2022 27:14
The US beef industry continues to liquidate cows. What does this mean for Australia and New Zealand? Angus Gidley-Baird and Genevieve Steven chat with US analyst Lance Zimmerman to find out.
What Goes up Must Come Down? 25.09.2022 29:09
The Australian cropping sector continues to enjoy good prices and mostly excellent production prospects for 2022/23. Cheryl Kalisch Gordon joins Dennis Voznesenski to discuss what's next, whether prices will revert to average ranges at some stage, as well as the current outlook for commodity prices, production, farm inputs, and ultimately farm margins.
China's Pork Market Is Entering a New Cycle 23.09.2022 23:51
What happens in the Chinese pork market has implications for the rest of the world, as China is the biggest producer, consumer, and importer of pork in the world. Angus Gidley-Baird speaks to Chenjun Pan about her new report and what this means for Australian pork and other protein producers.
Australian Farmland Price Outlook Remains Positive 13.09.2022 24:12
Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, joins Senior Commodities Analyst Cheryl Kalisch Gordon to discuss Australian farmland value developments, key drivers of the extraordinary growth seen recently, and whether the strength will continue in the coming years. What are the key drivers of farmland values? And how will rising interest rates and heightened farm input co...
September New Zealand Agribusiness Monthly Overview 08.09.2022 15:33
Join Agriculture Analyst Genevieve Steven and Senior Agriculture Analyst Emma Higgins to chat through the outlook for commodity prices and input costs this spring.
Will Economic Headwinds Shrink Wool Industry Prospects? 31.08.2022 20:41
The wool market is facing some strong headwinds due to a culmination of slowing economic conditions in key end markets, rising interest rates and risks of recurring lockdowns in China. Agricultural analyst, Dennis Voznesenski, is joined by Angus Gidley Baird, to discuss what the implications are for the wool industry.
A Closer Look at Brazilian Beef Production and the Impacts for New Zealand 29.08.2022 18:50
New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank's Animal Protein Analyst for South America.
Australians, May You Live in Interesting Times 24.08.2022 22:56
Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you'll be in for some surprises.
Food Market Learnings From Q2 Earnings 22.08.2022 18:46
Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more fascinating periods for food markets. To discuss why, Emma Higgins and Michael Harvey look at what we learned from the latest earning season.
Tectonic Grain Shifts With Michael Every and Steve Nicholson 10.08.2022 28:11
Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Global Grains & Oilseeds Strategist Steve Nicholson from Saint Louis. Together, they discuss the fundamental changes happening in geopolitics and grains worldwide, and consider what that actually means for Australian growers.
NPK, Easy as ABC – Farm Input Outlook and Availability 04.08.2022 20:15
What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look like over the next 12 months? Listen in as New York-based Farm Inputs Analyst Sam Taylor speaks with Sydney-based Agricultural Analyst Dennis Voznesenski.
A Look Inside the Grocery Baskets 03.08.2022 12:44
Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: "Are we past peak food inflation yet?"
Is the Chinese Meat Market Still Firing? 27.07.2022 20:06
Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with Chenjun Pan to understand what might be causing this and whether it is likely to continue in the future.
The 'Avo'lanche of Australian Avocados 25.07.2022 14:13
Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving the Australian avocado market. Bumper avocado harvests across Australia have caused a national oversupply, putting significant pressure on tray prices. At the same time, global events have distorted consumer markets and tangled supply chains, with c...
How Can Southeast Asia Help Farmers Reduce Emissions? 20.07.2022 19:54
General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and challenges faced by our neighbors in Southeast Asia as the global grains industry moves towards its sustainability goals. In the process, they talk about the key sources of on-farm emissions and the opportunities for developing technology to reduce those...
Global Dairy Markets – Are We There Yet? 30.06.2022 22:54
Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics driving global and local markets.
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