RaboResearch Food & Agribusiness Australia/NZ

Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australia's and New Zealand's economy and agriculture.    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...

The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends shaping the industry. The report offers a snapshot of the sector's performance and highlights broad-based strength across the sector, with several categories achieving record growth.    Disclaimer: Please refer to our global RaboR...

In this third episode of our six-part RaboElevate series, Dr Robin Stonecash sits down with John Francis from Agrista to talk about benchmarking in farm businesses . With more than 30 years in the game, John shares how the top producers he works with use benchmarking to turn their raw farm and financial data into meaningful information. And how this process helps shift from reactionary to anticipa...

Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs.   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 published on the podcast.  

In this episode, RaboResearch analysts Vítor Pistóia and Ben Picton unpack the relevance of the recent conflict involving Iran and the wider Persian Gulf. They explore how heightened regional risk could affect energy and agricultural supply chains and what this means for farm input costs and inflation.    Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com...

Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, and the milk price is more stable. Michael Harvey and Emma Higgins discuss a tale of two dairy markets Down Under.     Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for in...

In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as she uncovers the fundamental rules of negotiation, how to anchor a negotiation and why it isn't always about the "yes". Packed with practical tips, this episode discusses how preparation and an understanding of your counterparty can help get to that ha...

To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboResearch update on current sheepmeat market dynamics and key themes for farmers.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer  for informati...

Australia's foodservice sector is back in growth mode – but not in the way it used to be. The recovery is uneven, consumers are value‑driven, and the competitive terrain is reshaping as quick-service restaurant giants pull ahead. Michael Harvey and Jen Corkran join teams to discuss his recent report.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/kn...

Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for Australia and New Zealand.   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 published on the podcast...

Join Paul Joules and Vitor Pistoia as they discuss the key factors RaboResearch expects to shape Australia's grain, oilseed, and cotton markets in 2026.   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 published on the podcast.  

Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? And what factors could influence the RBA to hike or hold?   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...

In this episode of our RaboElevate podcast series, Dr Robin Stonecash sits down with Professor Richard Hall to discuss what Clear Leadership means for farm businesses . Leadership isn't just a trait – it is a skill that can be learned, practiced and improved on. Through practical insights, this episode explores how Clear Leadership can help you lead with purpose, improve communication and harness...

In this special episode of our six-part RaboElevate podcast series, Executive Development Program (EDP) past participant Bonita Koch sits down with Program Director Dr Robin Stonecash to reflect on how one powerful comment changed the trajectory of her dairy business. From repositioning to premium A2 protein milk and, more recently, their shift towards circularity, Bonita's story is one of innovat...

Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, year for most regions and commodities, placing many businesses in a better position heading into an uncertain 2026.  In this episode, RaboResearch's Australia team discusses the economic and commodity outlook for Australia and concludes: 'While geopoli...

In recent years, Brazil's corn ethanol output has expanded to well over one-quarter of the country's total ethanol production. With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output. From 2026 onward, and likely for the following five years, Brazil's ethanol market appears well suppli...

Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness. Emma Higgins and Jen Corkran break down the big forces, sector outlooks, and developments farmers, growers and industries should watch as the year unfolds.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/kno...

For many years, Brazil has been a major exporter of a wide range of agricultural commodities. This competitiveness puts pressure on export markets in Australia and New Zealand, ultimately influencing prices at the farmgate. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the 2026 outlook for Brazilian agricultural commodities and the resulting impacts on New Zealand...

In this episode, Pia Piggott speaks with Eric Gibson, Crop Production Sustainability Analyst, and Charlotte Talbott, Animal Agriculture Sustainability Analyst, about their latest report, Straight From the Field,  looking at sustainability insights from US beef, dairy, and crop producers.   Disclaimer: Please refer to our global  RaboResearch  disclaimer at  https://www.rabobank.com/knowledge/discl...

According to the recent RaboResearch report Adapting to change: Strategies for EU dairy processors amid milk supply decline , EU milk supply is projected to fall over the medium term. Michael Harvey chats with author and Senior Dairy Analyst Tom Booijink to discuss the drivers of the expected contraction and what it means for global dairy markets.   Disclaimer: Please refer to our global  RaboRese...

Europe's energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe's biofuel sector. In this episode, Global Energy Transition Strategist Susan Hansen, who is based in the Netherlands, unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand. Dis...

On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications for the Australian and New Zealand beef industries.    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 materia...

Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative drinks like hard seltzers and ready-to-drink cocktails, as well as cannabis. In this podcast, US-based Global Beverages Strategist Steve Rannekleiv unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResear...

Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand, Australia, and the world. In this podcast, Asia-based Global Strategist Michael Every unpacks these trends with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.   Disclaimer: Please refer to our global RaboRe...

Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key fundamentals and the geopolitical forces shaping fertilizers and agrochemicals. He also explores the latest trends in machinery, the transformative role of artificial intelligence, and global developments in farmland values. Joining him...