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
Australia Dairy and the Great Big Milk Battle 10.04.2018 16:11
As the 2017/18 season winds down, we shift our focus to the new season. Milk pricing, competition, seasonal conditions, budgeting and planning: how are things shaping up in the year ahead?
Tuesday Tech Talk: Artificial Intelligence 10.04.2018 14:30
The amount of data being generated on the farm has never been higher—but how can you analyse it? In this latest Tuesday Tech Talk, Wes Lefroy and Cheryl Kalisch Gordon discuss artificial intelligence and its role in decision-making on the farm.
Live Export and Northern Australia Cattle Update 04.04.2018 20:46
With the wet season drawing to a close, Angus Gidley-Baird speaks with regional manager Barry Gerschwitz about the recent NTCA conference and the live cattle market.
How Regenerative Farming is Relevant To Your Farm 03.04.2018 11:38
One of the key themes to come through this year's Ballance Farm Environment Awards has been the increasing focus on regenerative agriculture. Blake Holgate catches up with Rabobank Agribusiness Manager, and Otago section judge, Bernard Lynch, to learn more about regenerative farming.
Sweet Dreams for the Asian Sugar Trade 02.04.2018 17:49
Asian sugar import demand has been strong, but there are some short- and long-term headwinds developing that may impact trade in the region. Sugar Analyst Georgia Twomey and Head of RaboResearch AU/NZ Tim Hunt discuss these factors and what the implications are for the Australian sugar industry.
Trade Wars (Part 1): The Force Awakens 25.03.2018 21:06
Trump's USD 60 billion threat to China and what it means for Australia and NZ ag. Michael Every, Asia Pacific Strategist at Rabobank, explains.
Seasons Driving US, Australia and NZ Beef Trade 20.03.2018 18:03
Dry conditions in the US, Australia and NZ have led to increased cattle slaughter. To find out what impact this is having on the market, listen to Don Close, Blake Holgate and Angus Gidley-Baird discuss their respective markets.
Black Sea wheat and Much Much More – Global Grains Outlook March 2018 19.03.2018 32:42
Cheryl Kalisch Gordon catches up with Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel in Northern NSW as he completes his two week tour of Australia's cropping regions. Listen in to hear Stefan's outlook for global grains & oilseeds markets. The discussion provides a focus on the role of the growing supply of Black Sea region wheat in the current market and into the future, as well as...
Race to the Top in the Fibre Market 01.03.2018 13:17
Wool's stellar performance over the last 18 months is impressive and positive for the wool-growing industry. Commodity analyst Georgia Twomey talks with Rabobank analyst Dan Korff about how this performance fits in the broader fibre market.
The Pulse Has Weakened but Is Still Beating 28.02.2018 14:18
In this episode, Wes Lefroy and Cheryl Kalisch Gordon of RaboResearch's Grains & Oilseeds team discuss the Australian chickpea outlook for 2018 and how recent tariff announcements, supply prospects, and relative pricing of other crop options will play into the outlook.
Tuesday Tech Talk – Robotics & the Geek Squad 26.02.2018 20:57
The use of the robots and automation on the farm might sound like science fiction – but some farmers across the globe are already extracting value. In this latest episode of Tuesday Tech Talk, Wes Lefroy is joined by US-based Senior Farm Inputs Analyst Ken Zuckerberg to discuss the impact of robotics on farms and the farm workforce.
New Zealand Dairy: February Flash Update 19.02.2018 11:56
Tim Hunt and Michael Harvey check in on the New Zealand dairy industry to identify how the dry spell has impacted global balances, local milk prices, and supplementary feed markets.
Tuesday Tech Talk: Building the Sustainability Story 13.02.2018 15:21
The importance of sustainability is being magnified in today's farming systems. In this latest podcast, Wes Lefroy and Blake Holgate discuss the role of technology to assist sustainable food production on farm, and using technology to sell the production story to consumers.
Australian Dairy Livestock Trading Conditions: Has the Cycle Turned? 07.02.2018 14:01
Angus Gidley-Baird and Michael Harvey take a close look at what's in store in 2018 for livestock trading profits for Australian dairy farm operators.
Global Economics: A Sense of Optimism for Agriculture? 06.02.2018 11:49
There's a sense of optimism surrounding the global economy with all of the world's major economies now growing. But there are risks and headwinds that could destabilise progress. Michael Harvey and Michael Every take a look at 2018 for global economy and implications for agricultural sectors.
2018 Outlook for Australian Agriculture 30.01.2018 13:47
Australian ag should reap the benefits of a positive global environment this year. Tim Hunt and Angus Gidley-Baird discuss.
2018 Outlook for NZ Agriculture 30.01.2018 12:07
NZ ag is set for another good year: it should spend it wisely. Tim Hunt and Blake Holgate outline their case.
Tuesday Tech Talk: The Internet of Things 29.01.2018 16:17
The internet of things is one of many technologies undergoing rapid development. Wes Lefroy & Georgia Twomey discuss what the internet of things is and its potential value on the farm.
Happy New Year for Cotton… Or Is It? 29.01.2018 15:54
Commodity analyst Georgia Twomey and markets specialist Charlie Clack discuss the current price strength in the cotton market. What is driving it and what does it mean in the longer term? To answer these questions, they look at the broader fibre market and some factors beyond price that are making it difficult for cotton to maintain market share.
Australia's Domestic Lamb Market 24.01.2018 18:35
A look at Australia's domestic lamb market. With January a key month for Australian lamb promotion, Georgia Twomey and Angus Gidley-Baird discuss the features and changes to the market.
Tuesday Tech Talk: Getting Connected 12.01.2018 17:10
Connectivity is a massive issue for regional areas throughout Australia and New Zealand. In this new episode, Wes Lefroy and Angus Gidley Baird discuss how connectivity is advancing, and how farmers can position themselves to take advantage of new technology.
The EU & Glyphosate 12.01.2018 19:11
An outcome has finally been reached in the EU with regard to Glyphosate use. Cheryl Kalisch Gordon and Wes Lefroy discuss what this means for future Australian Grain and Oilseeds production and exports.
Tuesday Tech Talk: Block What? 29.12.2017 15:56
Blockchain is a digital technology that threatens to change interaction in the F&A Supply Chain from Paddock to Plate. To discuss the implications and possibilities, Wes Lefroy is joined by Cheryl Kalisch Gordon.
6 Events that Shaped NZ Agriculture in 2017 27.12.2017 15:55
Blake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
EU Sugar Shake-Up 21.12.2017 15:40
Australian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector in Europe. These regulatory changes will have far reaching impacts on the global sugar market both in and outside of the EU.
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