RaboResearch Food & Agribusiness Australia/NZ all Episodes with AI Transcript | PodExtra.AI

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Rabobank

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.

Total 619 episodes

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13

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Pulsating Pulse Prices—What’s in Store for Chickpeas?

Pulsating Pulse Prices—What’s in Store for Chickpeas?

Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian purchases and domestic disease risks create an uncertain price outlook. Cheryl Kalisch Gordon and Charlie Clack provide Rabobank’s view on prices in the 12-month period.

10:2306/06/2017

Forward Marketing Agreements in the Australian Beef Industry: Time to Put Them on the Table

Forward Marketing Agreements in the Australian Beef Industry: Time to Put Them on the Table

Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics mean managing price, quantity and quality are now more important than ever. Forward marketing agreements provide an ability to manage these risks and need to become a more common part of the beef industry. This podcast summarises the report of the same title released by RaboResearch in May.

22:0631/05/2017

Australian Cotton Outlook - Reasons to keep smiling

Australian Cotton Outlook - Reasons to keep smiling

Disappointing cotton yields have spelt concerns for many Australian growers but, in our view, there is still much to be optimistic about. Wes Lefroy is joined by Charlie Clack to talk prices for Australian cotton in the 12 month period and beyond; a podcast to compliment Rabobank’s latest ‘Australian Cotton Outlook’ research note.

17:2130/05/2017

Coming off a Sugar High: What’s Next for Growers?

Coming off a Sugar High: What’s Next for Growers?

After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.

22:0723/05/2017

NZ Wine: Harvest, Exports, and Optimal Alignment

NZ Wine: Harvest, Exports, and Optimal Alignment

With NZ’s 2016/17 wine grape harvest complete, Marc Soccio assesses the impact of adverse weather on quantity and quality. Marc also looks at the health of key export markets, and addresses the need for grape growers and processors/marketers to align in order to maximise the chances of success in coming years.

16:5623/05/2017

Murray Goulburn on the Slow Road To Recovery

Murray Goulburn on the Slow Road To Recovery

Tim Hunt and Michael Harvey take a close look at developments in the Australian dairy sector over the past month—including a look at the outcome of the much-awaited operational review by Murray Goulburn, and what it means for shareholders and suppliers. They also digest Fonterra’s early price signal for 2017/18 and see whether it is in line with Rabobank’s expectations.

15:1923/05/2017

Outlook For New Zealand Dairy, May 2017

Outlook For New Zealand Dairy, May 2017

New Zealand dairy farmers can expect profitable farmgate milk prices moving into the new 2017/18 season. Looking further afield, the future for global dairy demand is bright across the next five years: but New Zealand will play a smaller role in providing the milk supply growth compared to the prior 5 year period.

18:2717/05/2017

Navigating New Zealand's Environmental Regulatory Landscape

Navigating New Zealand's Environmental Regulatory Landscape

Regulatory changes at both national and regional levels continue to impact farmers across New Zealand. Sustainability analyst Blake Holgate provides an update on the latest developments, and discusses what they mean for New Zealand farmers. Strategies to help farmers ‘future proof’ themselves against increasing regulation are also identified.

15:3317/05/2017

Searching For Signs Of Higher Australian Grain Prices

Searching For Signs Of Higher Australian Grain Prices

Amidst prevailing low grain prices, what’s driving the lows, how long they may last and what might prompt upside are discussed. World cereal grain prices are at multi-year lows. As the Australian 2017/18 winter cropping season gets underway, the short through to medium term price prospects are discussed, together with the factors that will come to bear on how long prices remain low.

16:0812/05/2017

A Fresh Look at Australia within the Global Cotton Market

A Fresh Look at Australia within the Global Cotton Market

Charlie Clack takes a fresh look at the global market, and Australia’s position, during a time of excellent global prices and respectable returns for growers. With global acreage on the rise and softening synthetic prices, where do the opportunities lie in a more challenging market environment?

13:2020/04/2017

A Return to Profitability in 2017/18 for AU Dairy Farmers

A Return to Profitability in 2017/18 for AU Dairy Farmers

After a difficult period Australian dairy farmers are shifting their focus and planning to the 2017/18 season. Michael Harvey connects the dots between Rabobank forecasts for global markets and what this will mean for farmgate milk prices. The key question: Will margins return to profitability?

20:4212/04/2017

Brazil - A Very Real Global Beef Competitor for Australia

Brazil - A Very Real Global Beef Competitor for Australia

In 2015 Brazil regained direct access to the China market. In 2016 they gained access to the US market. They continue to seek increased access into other major beef markets such as Japan, South Korea, Canada and Mexico. This increased presence in some of Australia’s major and traditional markets is adding strong market competition.

16:0610/04/2017

Australian Horticulture Sector Summer Wrap

Australian Horticulture Sector Summer Wrap

As summer draws to an end, Marc Soccio discusses how Australia’s diverse horticulture sector has encountered one of the wettest and mildest growing seasons seen across large parts of south eastern Australia for some time, and the changing trade and investment climate for the sector.

16:0129/03/2017

Australia and New Zealand Fertilizer Outlook – March 2017

Australia and New Zealand Fertilizer Outlook – March 2017

The key purchasing and application period is fast approaching in Australia and New Zealand. In the episode Michael Harvey and Dirk Jan Kennes discuss the short and medium-term outlooks for global fertilizer prices and the implications for local end-users; while also discussing the implications the mega-mergers taking place across Farm Inputs sectors have for local supply chains.

13:1522/03/2017

Australian Beef, March 2017

Australian Beef, March 2017

With a reduction in production, Australia’s beef export volumes dropped 23% in 2016. Japan again became Australia’s largest export market and this podcast looks into the Japanese market and some of the drivers in that market.

16:1307/03/2017

New Zealand Dairy, March 2017

New Zealand Dairy, March 2017

New Zealand dairy farmers are emerging from a tough two seasons of enduring some of the lowest milk prices in the world. Going forward, the new 2017/18 season will most likely kick off a new era for New Zealand dairy.

14:0107/03/2017

Exploring the drivers behind foreign investment in Australian Agriculture

Exploring the drivers behind foreign investment in Australian Agriculture

Following on from his involvement in Investment in Agriculture Forum hosted by the Queensland Government in Toowoomba on 28 February 2017, Marc Soccio discusses the strategic rationale behind global investors’ growing role in the Australian food and agriculture sector, and its place amongst the broader pool of funding available to support the industry’s future growth ambitions.

17:4407/03/2017

2017: A Watershed Moment for NZ Agriculture

2017: A Watershed Moment for NZ Agriculture

2017 has been described as a ‘moment of truth’ for New Zealand agriculture due to the uncertainty and changes the industry is facing in the coming year. The key issues and challenges facing the industry in 2017 are discussed, including market outlooks for New Zealand sheep and beef. In addition, key findings from Rabobank’s recent analysis of projected Chinese animal protein out to 2020 are explored, with a specific focus on what this means for New Zealand farmers.

18:3306/03/2017

Australian Dairy, February 2017

Australian Dairy, February 2017

Australian dairy farmers and supply chains servicing both export and local markets have been confronted with headwinds which will push production back down to 20 years lows. In this edition, Tim Hunt and Mick Harvey explore the critical issue of whether 2017 will provide the ingredients in helping the Australian dairy industry bounce back from one of the most challenging years ever? The discussion will explore what is required to support a recovery including the outlook for milk prices and farm inputs, and also what are the hurdles and issues and risks to watch as the year progresses?

22:4706/02/2017