RaboResearch Food & Agribusiness Australia/NZ

In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recently joined. From discussions on dairy and red meat to reflections on the broader macroenvironment in 2025, Emma and Jen offer insights into what's shaping the agri-food sector in NZ right now.   RaboResearch Disclaimer: Please refer to our Australian...

Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekleiv as they unpack structural and cyclical wine consumption challenges, whether New Zealand and Australia could benefit from US trade friction with the EU, and how this stacks up to the global production outlook.     RaboResearch Disclaimer: Please ref...

Join Anna Drake and Vitor Pistoia as they unpack Australia's 2025/26 winter crop outlook, exploring shifting markets, variable growing conditions, and evolving weather forecasts. 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/discl...

US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended during his visit to Australia and New Zealand. There is plenty happening in the US dairy industry, with some ripple effects felt here.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/know...

Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton 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/...

Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Duncan Whan from Armidale and Ivan Liley from Albury about the state of the cattle market in their regions and the evolution of the Angus breed.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank....

Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead.   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...

Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea prices.    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 ou...

Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the coming months.   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...

Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture.    Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and opinions contained or made in this publication ha...

Join Vítor Pistóia  and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton.   RaboResearch Disclaimer: Please refer to our Australian RaboRe...

Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer ,...

In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at https://ww...

South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed.    RaboResearch Disclaimer: Please refer to our Australian Rab...

Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia's and New Zealand's food and agricultural sectors.   RaboResearch Disclaimer: Please refer to our Australian RaboRese...

Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for most key producing regions. China has become more cost-competitive, while Oceania has the lowest costs. The next decade will see more expensive and variable operating costs, making cost control crucial for dairy producers to survive future challenges....

As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness monthly report of 2025 titled Harvesting autumn opportunities . Hear some valuable insights and opportunities, along with key points to keep an eye on this season.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https...

Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaim...

Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Specialist Lambert van Horen to discuss the latest trends in the global greenhouse industry.       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 Glo...

Join Senior Macro Strategist Ben Picton and Commodities and Farm Inputs Analyst Paul Joules as they discuss the major factors influencing both domestic and international cotton prices.   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/knowled...

Waves of US import tariff threats are felt on the shores of many countries that export food and agricultural commodities, as the implications and products impacted could be far reaching. Senior Animal Protein Analyst Jen Corkran and RaboResearch General Manager – Australia & New Zealand Stefan Vogel discuss global and local threats and opportunities for the food and agriculture sector.   RaboResea...

Sustainability analysts Claudia Cammack and Anna Drake discuss why greenhouse gas (GHG) accounting in agriculture is becoming increasingly relevant, how companies can start, and potential incentives and opportunities around GHG measurement. Please note: the results referenced from the Rabobank Rural Confidence survey are representative of the sample of 1,000 farmers who participated in the survey....

Join RaboResearch analysts Vítor Pistóia and Vito Martielli in a deep dive into the farming landscape of countries in the Danube River basin and their new role in global grain trade.    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/knowledg...

In February, Angus Gidley-Baird travelled to the US to speak at the NCBA cattle conference in Texas. In this podcast, he speaks with colleague Lance Zimmerman about the trip and the current state of the US cattle market.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at  https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer at...

Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss the key topics for grains, oilseeds, and farm inputs at the start of the year.   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 Ra...