RaboResearch Food & Agribusiness Australia/NZ

Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul Joules as they discuss what's driving recent price action.   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 ma...

In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Manager for Western Australia, and Ian Donaldson, Senior Manager in the Rural Valuations team, to unpack the insights from Rabobank's East Meets West grain tour. Held over six days in Western Australia's Midwest region, the tour brought together growers f...

Join Jen Corkran and Ben Picton as they take a look at what's happening in the New Zealand economy and discuss the outlook for interest rates and the Kiwi dollar.   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 RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive into wheat market dynamics and explore possible price direction ahead of the Australian 2025/26 harvest.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for informatio...

Milk supply fundamentals have subtly shifted, challenging the market's balance. Emma Higgins and Michael Harvey take a look at the global dairy market, where growth in milk production across most major dairy export regions has accelerated.    Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about th...

In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaughter data and cattle prices. Rural managers Ivan Liley and Max David join the podcast to talk about bulls sales in their local areas of Albury and Armadale.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/...

Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month's agribusiness monthly for New Zealand. Spring 2025 has brought a surge in agribusiness prices across New Zealand, with beef and lamb hitting record highs amid tight supplies and strong global demand. Dairy margins remain stable, but demand uncertainty and a La Niña we...

Join RaboResearch's Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpack key takeaways from the recent Rabobank Sheep & Wool Knowledge Tour to Western Australia. With 21 clients from across New Zealand and Australia, the team toured the Great Southern region of Western Australia visiting leading farm businesses and key i...

Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gidley-Baird chats with Paul Joules about the current state of the Australian sheep market and some of the factors that will influence it over the coming months.    Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.c...

Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia's grain crop and examine the direction of global markets, with the Northern Hemisphere harvest progressing and supply-demand dynamics pressuring prices.   Disclaimer: Please refer to our global RaboResearch disclaimer at  https://www.rabobank.com/knowledge/disclaimer/011417027/discla...

With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen Corkran chat with US analyst Lance Zimmerman on the current state of the US cattle market and what US demand and beef supply looks like heading into the second half of the year.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch...

China's dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the changes taking place and explore what it all means for the global dairy market.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaime...

Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion and how growing focus on circularity could shape opportunities for natural fibre markets.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResea...

Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic conditions are evolving ahead of the sowing period.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at  https://www.raboba...

Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch dis...

Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ's July interest rate decisions. Jen and Ben discuss what's keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboRese...

Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/kno...

Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at  https://www.rabobank.co.nz/knowledge/disclaimer , and our Global RaboResearch disclaimer at  https://rese...

Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what  Iran, the US, and China mean for New Zealand and Australia.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/...

Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at  https://www.rabobank.co...

Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disc...

Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclai...

Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the key biosecurity risks that could have implications for New Zealand's livestock and dairy sectors.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand...

The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank's Andrew Walker and Daker Pern as they chat with Senior Market Strategist Ben Picton about what is happening in interest rate markets.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at...

In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From discussions on US dairy growth to the interplay with New Zealand, Lucas offers insights into the US dairy industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer ,...