RaboResearch Food & Agribusiness North America

US organic food sales continue to rise, but the pace of growth has slowed. Organic fruits and vegetables continue to be the largest organic segment, but prices have softened on higher volumes. Senior Fruits, Vegetables and Tree Nuts Analyst Roland Fumasi looks at where the organics market might go.

An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña discuss their 2019-2024 Baseline Market Outlook for pistachios.

Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and...

Much of the grain belt is in the midst of near-record flooding this spring. In this month's grains & oilseeds wrap, Steve Nicholson and Andrew Tasker discuss the effects on the markets.

The U.S. hemp industry has got a lot of people excited, but is it a good opportunity? In this episode, analysts Steve Nicholson and Bourcard Nesin discuss their recent report on the US hemp industry. If you are interested in the hemp industry, this is a great introduction to hemp regulations, production and markets.

Brazil has rapidly risen to become one of the world's largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry there... and what this could mean for Australia going forward. This episode appeared earlier on our Australia/New Zealand sister channel

Steve Nicholson and Andrew Tasker catch up on a busy period in row crops. Floods in the Midwest and the ever-present topic of trade are on the list of topics in this month's rundown.

From weather to trade agreements to the Easter rush... Spring has been a busy season in the fruit, vegetable, and tree nut markets. Roland Fumasi and David Magaña break down all of the markets' moving pieces with Bill Nickrent.

Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.

In this month's grains and oilseeds episode, Steve Nicholson and Andrew Tasker talk about the challenges and possible solutions to marketing this year's crop before it goes in the ground.

Rabobank's recently-developed market analysis tool can help clients along the berry value chain with unique, regional, and seasonal scenario analysis related to the strawberry market. Senior Fruit & Vegetable Analysts Roland Fumasi and David Magaña discuss their 2019 strawberry price outlook – and the strong prospect of higher year-on-year prices – with host Bill Nickrent.

In this episode, Don Close discusses a structural change in the beef cattle industry. Over the last few years, grow yards have become an increasingly important step in beef production. They have gone from being mainly used as residual housing to having a permanent role in the development of feeding cattle. The emergence of grow yards may seem to mark a subtle change in the cattle supply chain, but...

As grain producers are changing the supply chain, grain companies need to transform themselves. Steve Nicholson talks with Bill Nickrent about how the industry has changed and what the implications might be for producers.

During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank's F&A China industr...

California almond production will hit 3bn pounds in the next five years and global demand growth is expected to keep pace. Roland Fumasi and David Magana discuss supply, demand and the new Rabobank baseline model for almonds with Bill Nickrent.

Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all the while keeping an eye out for glimmers of hope in the year ahead.

Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to change hands at an active rate. Xinnan Li talks with Bill Nickrent about trends in the industry, from the products themselves to the industry players who make them.

After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United States-Mexico-Canada Agreement. Dairy was a flashpoint during the negotiations, so what has changed now that a tentative agreement has been reached? In this week's episode, Senior Dairy Analyst Tom Bailey digs into what has come out of the USMCA and how it af...

Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the practical implementation of the USDA's trade mitigation financial relief package, and at what shifting trade patterns could mean for U.S. beans in the long term.

The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but U.S. exports to China will decrease. U.S. walnut, mandarin, grape, cherry, and peach exports to China are expected to be hit hardest. Senior Fruit and Vegetable Analysts Roland Fumasi and David Magana discuss the implications with Bill Nickrent.

RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they've seen and heard as they've travelled the Midwest this summer and what they're thinking about from yield curves to droughts and trade wars.

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. This episode originally appeared on our Australian/New Zealand RaboResearch F...

In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years.

This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia's biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank's senior animal protein analyst Angus Gidley-Baird speaks with Rabobank's US-based senior relationship manager Brent Lahman.

Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. Silicon Valley is clamouring to invest in this developing segment, but are consumers willing to accept these new products? On this episode of the RaboResearch Podcast, Senior Analyst Christine McCracken returns to talk about three forms of alternativ...