RaboResearch Food & Agribusiness North America

In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America, to explore the near-term outlook for global fertilizer markets. Justin leads CRU's North American fertilizer coverage, focusing on pricing, market intelligence, and strategic insights across nitrogen, phosphates, and potash. Geopolitical d...

In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere's largest growing regions, including Australia, Southern and Southeast Asia, and South America. Amid ongoing concerns around the Iran conflict and its impact on energy and agricultural inputs, our analysts discuss how these pressures are...

RaboResearch's Farm Inputs Analyst Sam Taylor discusses the ever-complex topic of US fertilizer supplies and production with CRU Group's Head of Market Intelligence, Chris Lawson. As farm profitability is reaching historic lows and inputs remain high, a great amount of attention has been placed on fertilizer's role in farm economics. With growing political pressures to increase self-sufficiency, a...

Welcome back to the North America Agribusiness podcast channel. Did you miss us? We're starting up a new series, focused on production and markets for North American crops, ranging from commodities in the Midwest to specialty crops in California. In this episode, the RaboResearch North American Crops team discusses how the conflict in Iran is impacting global crop production – and what that means...

The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what's driving global markets and trade this summer.

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.   

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's act...

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.

RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues. 

There's a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.

Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn't just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.  

The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what's going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter...

RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? A...

Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what's going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?

RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.

There's a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat, and more in this episode.

Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen Wagner to talk about banks, looming economic uncer...

Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.

Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footpri...

The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare. 

Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.

Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch's G&O analysts from around the world in a lively conversation about what's animating the sector in their regions and what's driving the global dynamics of the G&O market.

RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring. 

RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.

The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolon...