RaboResearch Food & Agribusiness North America

In this episode of the RaboResearch Food & Agribusiness North America podcast  series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.

In this episode of the RaboResearch Food & Agribusiness North America  podcast  series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt...

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania's milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australi...

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

In this episode from the RaboResearch Australia/New Zealand  podcast  channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There's a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a tim...

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.   This episode also appears on our sister podcas...

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand  podcast  series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the incr...

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabo...

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastr...

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.

US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US's biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor's take on this and o...

Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favorable climate and massive investments in irrigation have helped the country to increase its share of the international market – should US producers be worried?

What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the RaboResearch 2020 Animal Protein Outlook.

Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments that could affect grain and oilseed markets the world over – from harvest woes in North America and Argentine elections to wheat production in northern Africa.

RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest RaboResearch paper:  Newcomers Reshaping the US Fresh Blueberry Market

The US team welcomes a special Aussie guest, RaboResearch Analyst Wes LeFroy, and compares notes on the latest G&O news from both the US and Australia.

The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the back cooler have, in most cases, stayed the same. In this episode, Rabobank's senior dairy analyst, Tom Bailey, breaks down the challenges the industry faces and what needs to be done to "make milk cool again." This episode also features analyst Bourcar...

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch's latest Transpacific podcast. This episode also appeared today on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand

Steve Nicholson and Andrew Tasker take the pulse of the Grains & Oilseeds sector from the middle of the grain belt in the middle of summer.

Steve Nicholson and Andrew Tasker introduce Erin FitzPatrick and take stock of a soggy spring.