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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand and Global RaboResearch material published on the podcast.
6 Events that Shaped NZ Agriculture in 2017
Blake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
15:5527/12/2017
EU Sugar Shake-Up
Australian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector in Europe. These regulatory changes will have far reaching impacts on the global sugar market both in and outside of the EU.
15:4021/12/2017
New Zealand Dairy — Price Cuts, Peak Flows and Global Markets
On the eve of Christmas Tim Hunt and Michael Harvey take a look at how the 2017/18 New Zealand season is shaping up, now that the peak has passed. They also have a look at what to expect for global markets through the first half of 2018.
12:5419/12/2017
Tuesday Tech Talk: Latest & Greatest from AgriTechnica
Wes Lefroy is joined by our first global guest on Tuesday Tech Talk, Stefan van Merrienboer, to discuss the latest Ag technologies from Agritechnica, and some of what Australian and NZ farmers can expect to see in the short to medium term.
19:1418/12/2017
What's on the Grill for 2018
What does 2018 look like for Australian and New Zealand animal protein markets? Angus Gidley-Baird and Blake Holgate review the 2018 outlook.
19:4313/12/2017
Australia/New Zealand Fertiliser Update
After a relatively quiet 2017, there has been some movement of late in fertiliser markets. Mick Harvey is joined by Wes Lefroy to discuss some of this volatility, and what it means for farmers across Australia and New Zealand who are planning their fertiliser purchases for 2018.
14:5808/12/2017
Tuesday Tech Talk: Drivers & Barriers of AgTech Adoption
It’s time for Episode 2 of Tuesday Tech Talk, and today Wes Lefroy and Tim Hunt talk through the key drivers behind the growth in AgTech use and the key barriers limiting uptake.
15:1704/12/2017
Good Buy, Low Prices: Global Grains & Oilseeds Outlook 2018 and what it means for Australian Farmers
Cheryl Kalisch Gordon speaks to Rabobank’s London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilseed prices in 2018 and implications for the Australian grains and oilseeds sector in the coming year.
23:2204/12/2017
Saputo's Tilt For Murray Goulburn
Murray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled an offer to acquire Murray Goulburn's assets, which will boost cash flow for their suppliers. So what does the completion of the transaction ultimately mean for the Australian dairy supply chain? Tim Hunt and Mick Harvey digest the deal.
12:5128/11/2017
Alternative Proteins: Will They Steal Our Growth?
Global Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.
22:4728/11/2017
TPP: It's Alive! (and Good for Australian Grains)
What does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst for RaboResearch, talks to Michael Harvey about the latest developments. And we also take a look at recently announced tariffs, quotas on pulses and wheat exported to India, as well as other developments in grain market access in 2017.
16:1628/11/2017
Wool's Boomtime
Wool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearch Podcast, what factors to watch out for in the new year as to whether these prices can be maintained and where to next for the Australian sheep flock.
14:0427/11/2017
Good Buy Low Prices For Cotton
Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.
17:0521/11/2017
Tuesday Tech Talk: Let's Talk AgTech
The first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.
12:3320/11/2017
China’s 19th Communist Party Congress – What does it mean for F&A?
Asia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.
19:3010/11/2017
You Eat What? Substitute Foods: How Real, and How to Respond
Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond
21:2206/11/2017
Grains & Oilseeds: 7 stories from ‘17
Harvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.
22:2206/11/2017
China’s Singles Day: What You Need to Know
Sandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends in this complex consumer market.
15:5406/11/2017
Does New Government Equal New Direction for NZ Agriculture?
With policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.
14:0931/10/2017
What's Driving the Growth of the Global Oilseed Market?
Canola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.
17:5830/10/2017
A Test Of Faith For Sugar Producers
The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.
13:3826/10/2017
Crunch Time for the Australia Dairy Industry, October 2017
The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?
14:0524/10/2017
Is China Still the Big Cheese for New Zealand?
As we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can anticipate this to continue going forward.
09:1020/09/2017
Spilling the Beans... on the US Grains Tour 2017
12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.
21:5618/09/2017
Transformational Change in the Australian Dairy Supply Chain
The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.
13:1013/09/2017
Cotton's Rollercoaster
The global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.
18:2313/09/2017
Beefed up US production to impact NZ
Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".
11:2907/09/2017
Beefed up US production to impact Australia
The US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, US analyst and author of the recently released US long term beef outlook report.
20:5806/09/2017
Are Australian Lambs Getting Too Big?
Production, prices, and lamb weights: All were topics of discussion at a recent event in Cowra. Angus Gidley-Baird chats with Orange Branch manager Toby Mendl.
15:1104/09/2017
Strong Headwinds for Strong Wool
New Zealand’s wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch’s NZ Animal Protein Analyst Blake Holgate and Commodity Analyst Georgia Twomey discuss the drivers of the New Zealand wool market, how it is paving a different path to the fine wool sector and what to look out for next.
16:3301/09/2017
Off-hook, Online
Should we be pursuing greater online sales of seafood into China? Rabobank’s global seafood expert, Gorjan Nikolik, addresses the rapid evolution of internet shopping in China, the advantages if can offer to seafood exports from Australia and New Zealand and some of the challenges entailed.
21:0301/09/2017
Does Sensor Adoption Make Cents?
The amount of new technology available to farmers is growing rapidly, yet increases in profitability are still limited. Wes Lefroy and Angus Gidley-Baird discuss implementing new tech, focusing on our new report, ‘Does Sensor Adoption Make Cents?’
16:2617/08/2017
On the Lookout for Speed Bumps in the Wool Market
What lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.
16:3916/08/2017
Barley, Beers and Beef
The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what’s behind the move and take a look at the market moving forward.
00:0011/08/2017
Sugar: Sweetness and Lite
This podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes might mean for F&B companies and the long-term outlook for sugar consumption.
18:4409/08/2017
A New Era for NZ Dairy
What does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.
11:2307/08/2017
Central Bonkers
Is the future of NZ farmers in the hands of the world’s central bankers? We put Michael Every, Senior Markets Strategist for Rabobank Asia-Pacific, in the hot seat. Tim Hunt asks him why central bankers matter, what they are trying to achieve, and looks at the implications of their success—or failure—for NZ farmers.
20:1507/08/2017
Fishing for Opportunity in China
What does the future of China’s seafood market mean for Australia and New Zealand? Tim Hunt talks to Rabobank’s global seafood expert, Gorjan Nikolik.
20:0101/08/2017
The Drive for Value-Added New Zealand Lamb
New Zealand sheep farmers often hear about the need for the industry to add value to their lamb export products. What is driving this push for more value-add investment, and what can the industry do to add value?
12:1027/07/2017
Australian Horticulture And Changing Tides
Changing market forces in Asia and new technologies are creating new implications for Australian growers. Roland Fumasi and Wes Lefroy discuss the changing tide and how Australian farmers should take note.
18:1426/07/2017
Fresh Insight For New Zealand Horticulture
Roland Fumasi, Senior Produce Analyst from Rabobank California, addresses the key global trends that NZ horticulture needs to be aware of.
15:2725/07/2017
An Outlook for the Australian Lamb Industry
The Australian sheepmeat industry has been performing very strongly over recent years with increasing production and increasing prices. With production forecast to drop slightly, what does the new season hold for Australian sheepmeat?
17:5725/07/2017
Cotton and the United States: The Show Everyone's Talking About
US cotton is holding centre stage right now, with big acreage and excellent conditions suggesting a bumper crop for Q4 2017. Andrew Tasker joins our latest podcast from St Louis, Illinois, to share the thoughts and concerns of those in the heart of US cotton country.
23:5005/07/2017
China Dairy: A Market and Industry in Transition
Michael Harvey takes the opportunity to get download from Sandy Chen on his visit to Australia to explore the China dairy landscape in order uncover the short and medium term dynamics for supply and demand dynamics. As a result, Sandy Chen emphasises some strategic considerations for the Australian dairy industry value chain moving forward.
20:3404/07/2017
New Zealand Dairy: Global Milk Supply Taps Beginning to Leak Again
Global milk supply growth is emerging from key exporting engines. The resulting exportable surplus will increase across 2017 and moving into 2018. The additional supply will be met by steady, if modest, global demand growth across this period.
10:5527/06/2017
House Of Cards
What would an Australian housing market crash mean for the local F&A industry? Michael Every and Tim Hunt explore the chances of a crash, the economic impacts it would bring and how this would feed through to farmers and food companies.
22:0427/06/2017
Harvesting the Benefits of Digital Agriculture
RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture’ in Melbourne. He is joined by Tim Hunt to discuss the key themes from the conference and the implications for farmers.
17:4320/06/2017
Milk Prices Are In: It's Back To The Future vs. Breaking Rank
The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processors chose to break rank. But is this a watershed moment for the industry? And how do local milk prices compare to Rabobank’s expectations... and to global peers?
15:5719/06/2017
A Global Perspective on New Zealand’s Red Meat Prospects
Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the short and long term prospects of New Zealand beef and lamb.
21:3709/06/2017
Bungle In The AgTech Jungle: Australia & NZ
While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption and the future of digital farming, and in particular the report ‘Bungle in the AgTech Jungle’.
18:4008/06/2017