RaboResearch Food & Agribusiness Australia/NZ

Emma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results. 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://www.rabobank.co...

Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook.  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://w...

Senior Analyst Angus Gidley-Baird and Henry Treloar, Rural Manager Adelaide, talk through the current situation in the Australian wool market and how the next six to twelve months may shape up. 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/kn...

Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.a...

Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions.   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/...

Join RaboResearch analysts Anna Drake and Vítor Pistóia as they discuss the outlook for 2024/25 Australian winter crop acreage and tonnage and how they will impact prices by year-end. 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/di...

Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be expected for the new production season.  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/know...

Global Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market.  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://www.raboban...

Join RaboResearch analysts Pia Piggot and Vítor Pistóia as they discuss recent developments in crops around the globe and how they are impacting G&O prices. This episode was recorded on 23 May 2024. 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....

Angus Gidley-Baird speaks with Lance Zimmerman, a Senior Animal Protein Analyst based in the US, at the end of his two week tour of Australia to discuss the US cattle market and his perspective on the Australian cattle market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer...

Senior Animal Protein Analyst Eva Gocsik joins Sustainability Analyst Anna Drake to discuss what the upcoming EU Deforestation Regulation means for beef supply chains.  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 RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected 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 our Global RaboRes...

Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the outcome of the May Reserve Bank of Australia meeting and the outlook for the Australian cash rate. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer , our New Zealand RaboResearch disclaimer a...

Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US. 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/disclai...

Join RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian 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 Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables. 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...

Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record. 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...

Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness  monthly . Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view.  RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer...

Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail. 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/know...

Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/kno...

Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production. 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 Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank's Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead. RaboResearch Disclaimer: Please...

High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission.  Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years.  RaboResearch Disclaimer: Please refer to our Australia...

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons. 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...

Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months. RaboResearch Disclaimer: Ple...