RaboResearch Food & Agribusiness Australia/NZ

Michael Harvey and Emma Higgins are back to unpack the major themes that will shape global dairy markets in 2022.

What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed a...

Join Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What's going to happen to prices and production, and what are some factors that may throw the outlook out the window? Listen to find out. For more details, download the 2022 outlook .

Angus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand's major lamb export destinations.

Grain & oilseed prices are projected to move lower in 2022 but remain above the ten-year average. Furthermore, there are large left-field factors that could cause massive upside. To find out what these factors are and when we could see upside for some crops, even under the base case, tune in to our latest podcast with Senior Commodities Analyst Cheryl Kalisch Gordon in Orange, NSW and Agricultural...

Join Senior Agriculture Analyst Emma Higgins and Agriculture Analyst Genevieve Steven to discuss their recently released report and to dig into the outlook for New Zealand's commodities in 2022.

Russia and Ukraine are once again on the brink of war. How is this time different from April 2021 and the Crimean crisis of 2014, and what are the agricultural and broader geopolitical implications? Stefan Vogel, the new General Manager for RaboResearch Australia & New Zealand and former Global G&O Strategist, discusses with Agricultural Analyst Dennis Voznesenski.

Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. In part two of this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will...

In this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains, and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs, and post-Covid demand threaten...

It's been another difficult couple of months for farmers trying to procure fertilisers, with global benchmarks continuing to increase rapidly. In our latest podcast, Wes Lefroy and Cheryl Kalisch Gordon examine some of the lead indicators that may signal material declines in the fertiliser price ahead. They hope listeners leave with some clear indicators to watch out for that they can apply to the...

Cheryl Kalisch Gordon and Dennis Voznesenski slice and dice the learnings from the 2021 Harvest Hits sustainability series and identify the key points to get set for a more sustainability-conscious global grain market.

Angus Gidley-Baird and Genevieve Steven chat with Global Animal Protein Strategist and lead author of Rabobank's Global Animal Protein Outlook, Justin Sherrard, about what key things we believe will affect livestock markets in 2022 and what the production outlook is by region and by commodity.

To discuss how sustainability in G&O looks across Asia, Rabobank's Industry Analyst in Shanghai, Lief Chiang, and Senior Research Analyst in Singapore, Oscar Tjakra, join Sydney-based Agriculture Analyst and colleague Dennis Voznesenski. Oscar, Lief, and Dennis discuss which aspects of sustainability are the most important in each region, which segment of society is behind the drive for sustainabi...

Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they chat about the intertwined worlds of wool and cotton.

Rabobank's Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackling sustainability on the farm, the role of technology in their approaches, and how he thinks they're placed to manage increasing sustainability demands, including managing carbon emissions.

Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report,  Uncovering the Value of the Japanese and South Korean Beef Markets,  Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird. Angus Gidley-Baird (@angus_gb) / Twitter Cheryl Kalisch Gordon (@kalischgordon) / Twitter

Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank Australia, about what Australian grain farmers need to know about sustainability, how they can respond to the demand for...

Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed sector. In a chat with Saint Louis-based Senior G&O Analyst Steve Nicholson, Dennis Voznesenski finds out what the shift toward sustainability means for US grain & oilseed farmers and supply chain partners. How are they are responding, and how do th...

Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats with Stefan Vogel to find out what this means for EU grain & oilseed farmers, supply chain partners, and food manufacturers. How they are responding? What does this already mean for grains, oilseeds, and G&O products imported to the EU, and what will...

As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to the...

Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his latest land price outlook,  Does It Get Any Better Than This? , with Cheryl Kalisch Gordon.

Emma Higgins and Michael Harvey team up to discuss the latest Australian dairy report detailing why the industry is at an important juncture and what the investment outlook is for the next decade.

Angus Gidley-Baird and Dennis Voznesenski take a look at what is shaping the wool and lamb industries and what the outlook is for the coming season.

Government initiatives in the northern hemisphere to curb emissions will fundamentally change, and be the key driver of, the global canola market outlook through to 2030. Dennis Voznesenski, RaboResearch Agriculture Analyst, and Cheryl Kalisch Gordon, Senior Commodities Analyst, discuss what's next for canola – from current price highs right out to 2030.

Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we've seen another announcement that will put availability in jeopardy and send prices skyrocketing. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Aus...