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
A New Definition of 'Lamb'. What Does it Mean? 25.06.2019 16:48
With the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.
A Soggy Start to the US Cotton Season 23.06.2019 19:46
How could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins Charlie Clack from St Louis, Missouri.
The Bright Future for Tasmanian Horticulture and Wine 19.06.2019 18:26
With Tasmania's location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising demand for high-quality premium fresh produce and wines. Following the Tasmanian Fruit Growers Conference held in the first week of June 2019, Senior RaboResearch Analysts Cheryl Kalisch Gordon and Hayden Higgins discuss Tasmania's ability to capitalise o...
Global Dairy June 2019: Optimism in the Midst of Chaos? 18.06.2019 19:29
Emma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy outlook report. What is the price direction for commodity markets; and what are the revised milk price forecasts for the new season?
Still Off Track: Australia's Grains & Oilseed Prospects for 2019/20 17.06.2019 21:30
In the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook for plantings, production, exports and pricing this season.
Global Almond Outlook Remains Positive 05.06.2019 20:47
Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and...
Tech Talk | Producing for the Personalised Consumer 02.06.2019 15:51
One of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined by Charlie Clack to discuss what this trend means for the future of farming.
How Will African Swine Fever Impact NZ Dairy? 29.05.2019 12:03
Emma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork production.
Does the US Still Need Australian Beef? 22.05.2019 19:57
Angus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian beef trade with the US.
Wheat Price Woes 19.05.2019 13:49
Charlie Clack joins Cheryl Kalisch Gordon to discuss the outlook for global wheat prices and what Australian farmers can expect in the local market as 2019/20 plays out.
Are Trees for Me? 15.05.2019 15:59
The opportunities forestry presents for NZ landowners varies widely. Blake Holgate and Emma Higgins explore what key considerations landowners should take into account when deciding whether or not to plant trees.
2019 Beef Seasonal Outlook: Swinging in the Rain 12.05.2019 18:50
With the Australian cattle herd at a 20-year low, this year's market will be heavily influenced by seasonal conditions, with strong upside if seasons improve. Angus Gidley-Baird speaks with Wes Lefroy.
The Rise of Brazilian Cotton: A Good Yarn? 07.05.2019 16:18
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 to chat about the rise of the cotton industry there... and what this could mean for Australia going forward.
Faster Foods: As Big Food Struggles to Keep up with Change, Will Farmers Be the Winners? 01.05.2019 9:48
Recorded live at Rabobank's recent F2F summit, Senior Consumer Foods Analyst Nick Fereday and RaboResearch GM for Australia & NZ Tim Hunt discuss the downstream trends that matter to the food industry and farmers, along with the opportunities and challenges they are bringing. For a complete wrap-up of Rabobank Farm2Fork, please click here .
Back in the Black Once More for New Zealand Dairy Farmers? 25.04.2019 16:14
Emma Higgins and Mick Harvey discuss the new season's forecast milk price and other considerations for New Zealand dairy farmers.
African Swine Fever: The Biggest Thing to Hit Animal Protein Markets 22.04.2019 21:53
African swine fever is heavily impacting global demand for animal protein. Justin Sherrard and Angus Gidley-Baird discuss the current situation and the potential impact the virus could have on Australia.
Australian Dairy Seasonal Outlook: Thirsty Work Rebuilding Supply 18.04.2019 16:30
The Australian dairy supply chain is facing considerable pressure ahead of a new season. But green shoots are on the horizon, with signs of a bottoming in the margin cycle. Tim Hunt and Michael Harvey cast an eye towards the 2019/20 dairy season.
Live From F2F: How Is New AgTech Impacting Land Prices? 15.04.2019 14:19
Technology has an influence on land prices, both in the short and long term. But how? For this special episode, RaboResearch Australia & NZ Head Tim Hunt joined Wes Lefroy live from the Rabobank Farm2Fork summit. For a complete wrap-up of Rabobank Farm2Fork, please click here or head to rabobank.com.au .
Wheat a Minute! Have Australian Wheat Export Markets Been Disrupted? 11.04.2019 25:07
The current and future state of wheat demand in South=East Asia will be a critical factor in determining how Australian farmers and supply chain partners decide to prioritise quality or quantity in the pursuit of profit. Singapore-based Senior Analyst Oscar Tjakra joins Cheryl Kalisch Gordon in this podcast to share his insights on changing wheat demand in South-East Asia and what it means for the...
Tech Talk: What Farm2Fork Told Us About the Future of the Farm 10.04.2019 21:40
Over 1,300 farmers and other industry stakeholders attended this year's Farm2Fork event on Cockatoo Island in Sydney. The reason: to celebrate innovation in agriculture. Charlie Clack is joined by Wes Lefroy to discuss his key learnings – and in particular what Farm2Fork told us about the future of the farm. For an in-depth summary and highlights of all things Farm2Fork, please click here .
What Happens If Live Sheep Exports Are Banned? 03.04.2019 18:31
In April 2018, the WA live sheep export industry hit the news. One year on, Phil Edkins and Angus Gidley-Baird discuss the current state of the industry and what options are on the table for the future.
What Will Trade War Tremors Mean for Australian Grains? 26.03.2019 16:56
An increasingly tight Australian grain balance sheet since 2017 has so far subdued the effects of the US-China trade war on Australian grain prices, but that would change with good autumn rains. RaboResearch Australia & NZ Head Tim Hunt chats with Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon about the range of impacts we expect, along with implications for Australian grain exports and pr...
Sugar Price Support at a Snail's Pace 20.03.2019 24:28
Slowly but surely, the global sugar market is conveying some positive signals… but at a nail biting pace. Andy Duff joins Charlie Clack to talk supplies, subsidies and a slow, but positive, price outlook. This latest podcast follows the release of Rabobank's Q1 Sugar Quarterly report.
What Can Frankenstein and the Six Million Dollar Man Teach Us About Science and Food? 12.03.2019 13:05
In this episode, Wes Lefroy and Tim Hunt explore how consumer acceptance of science in food and farming is shaped by the intentions of those who deploy it.
Why Echo Chambers Matter in Food & Agribusiness 05.03.2019 12:29
Tim Hunt and special guest Alex Tobin (Chief Editor at RaboResearch) explain the impact of social media on group thinking, policy setting, and social licence to operate... and what might be done to counter this.
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