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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.
North and South America Crop Update: A Tale of Two Harvests
Join local analyst Dennis Voznesenski as he discusses crop conditions in South America with Marcela Marini in São Paulo, Brazil, and North American crop conditions with Andrick Payen in Chicago, US.
16:2821/11/2022
Bonus Episode: Stay One Step Ahead of a Scammer With These Top Tips
For most on the land, scouring trade magazines and clearing sales for used machinery is a well-enjoyed pastime, yet as these sales have moved online, so too has the potential for scammers. On this bonus podcast, Rabobank Fraud Detection Senior Manager, Bethan Wearmouth shares how we can better protect ourselves against fraud and scammers.
18:3714/11/2022
Will New Zealand Farmers Receive the Gift of Strong Prices This Christmas?
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Australian Analyst Pia Piggott to discuss the latest agribusiness monthly, and to take a closer look at commodity prices in the lead up to the festive season.
10:4310/11/2022
Bonus Episode: Educating the Next Generation
On this bonus podcast, Georgie Poole talks to Simone Kain, co-creator of George the Farmer, on what inspired her to create the popular Australian educational books and program.
16:1309/11/2022
Firing up the Grill for the New Season Lambs
Angus Gidley-Baird and Genevieve Steven chat about the current Australian and New Zealand lamb markets, what production and prices are doing, what is happening in major export markets, and what they think might happen over the coming months.
24:4708/11/2022
Canola Demand Outlook – Biofuel Update
The demand for canola looks bright but not straightforward. Global Grain & Oilseed Strategist for Rabobank in St. Louis, US, Steve Nicholson, joins Dennis Voznesenski, Agricultural Analyst in Rabobank’s Sydney office, to discuss the biofuel outlook and whether there have been any significant changes since the beginning of this year.
21:4507/11/2022
Cherry Production in the Southern Hemisphere
Join Pia Piggott, Horticulture Associate Analyst, and Gonzalo Salinas, Senior Fresh Produce Analyst, to chat through the outlook for cherry production in the Southern Hemisphere. In this episode we discuss: How the season is looking for Australian cherries Cherry fever in Chile What an early Chinese New Year means for cherry producers Clients can access the full sweet cherry report here.
22:3101/11/2022
October New Zealand Agribusiness Monthly Overview
Join Senior Agricultural Analyst Emma Higgins and Associate Analyst Pia Piggott to chat through the outlook for commodity prices and input costs this October. The October monthly report can be accessed here.
14:1420/10/2022
Breaking Records and Breaking Hearts – 2022/23 Australian Winter Crop Forecast
Parts of Australia will see farmers reap record or near-record crops, while other parts will see farmers heartbroken by yield, volume, and quality downgrades due to excessive rains, washed out fields, and unharvestable crops. Agricultural analyst Dennis Voznesenski and General Manager for RaboResearch Australia & New Zealand Stefan Vogel dive into the significantly varying 2022/23 winter crop results across the nation and look into expectations for farm inputs and crop prices, as well as how farmers are preparing for the next crop.
44:3016/10/2022
Oceania Dairy Milk Production – Is There a Spring in Step This Season?
The Oceania milk production seasons are about to get into full swing as the spring flush approaches. Michael Harvey and Emma Higgins take a look at production expectations to see if there is a spring in the step.
15:3812/10/2022
US Beef Cow Liquidation – It’s Déjà vu All Over Again
The US beef industry continues to liquidate cows. What does this mean for Australia and New Zealand? Angus Gidley-Baird and Genevieve Steven chat with US analyst Lance Zimmerman to find out.
27:1410/10/2022
What Goes up Must Come Down?
The Australian cropping sector continues to enjoy good prices and mostly excellent production prospects for 2022/23. Cheryl Kalisch Gordon joins Dennis Voznesenski to discuss what’s next, whether prices will revert to average ranges at some stage, as well as the current outlook for commodity prices, production, farm inputs, and ultimately farm margins.
29:0925/09/2022
China’s Pork Market Is Entering a New Cycle
What happens in the Chinese pork market has implications for the rest of the world, as China is the biggest producer, consumer, and importer of pork in the world. Angus Gidley-Baird speaks to Chenjun Pan about her new report and what this means for Australian pork and other protein producers.
23:5123/09/2022
Australian Farmland Price Outlook Remains Positive
Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, joins Senior Commodities Analyst Cheryl Kalisch Gordon to discuss Australian farmland value developments, key drivers of the extraordinary growth seen recently, and whether the strength will continue in the coming years. What are the key drivers of farmland values? And how will rising interest rates and heightened farm input costs impact future farmland values?
24:1213/09/2022
September New Zealand Agribusiness Monthly Overview
Join Agriculture Analyst Genevieve Steven and Senior Agriculture Analyst Emma Higgins to chat through the outlook for commodity prices and input costs this spring.
15:3308/09/2022
Will Economic Headwinds Shrink Wool Industry Prospects?
The wool market is facing some strong headwinds due to a culmination of slowing economic conditions in key end markets, rising interest rates and risks of recurring lockdowns in China. Agricultural analyst, Dennis Voznesenski, is joined by Angus Gidley Baird, to discuss what the implications are for the wool industry.
20:4131/08/2022
A Closer Look at Brazilian Beef Production and the Impacts for New Zealand
New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank’s Animal Protein Analyst for South America.
18:5029/08/2022
Australians, May You Live in Interesting Times
Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you’ll be in for some surprises.
22:5624/08/2022
Food Market Learnings From Q2 Earnings
Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more fascinating periods for food markets. To discuss why, Emma Higgins and Michael Harvey look at what we learned from the latest earning season.
18:4622/08/2022
Tectonic Grain Shifts With Michael Every and Steve Nicholson
Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Global Grains & Oilseeds Strategist Steve Nicholson from Saint Louis. Together, they discuss the fundamental changes happening in geopolitics and grains worldwide, and consider what that actually means for Australian growers.
28:1110/08/2022
NPK, Easy as ABC – Farm Input Outlook and Availability
What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look like over the next 12 months? Listen in as New York-based Farm Inputs Analyst Sam Taylor speaks with Sydney-based Agricultural Analyst Dennis Voznesenski.
20:1504/08/2022
A Look Inside the Grocery Baskets
Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: “Are we past peak food inflation yet?”
12:4403/08/2022
Is the Chinese Meat Market Still Firing?
Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with Chenjun Pan to understand what might be causing this and whether it is likely to continue in the future.
20:0627/07/2022
The 'Avo'lanche of Australian Avocados
Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving the Australian avocado market. Bumper avocado harvests across Australia have caused a national oversupply, putting significant pressure on tray prices. At the same time, global events have distorted consumer markets and tangled supply chains, with cost headwinds being felt on farms. Over the next five years, Australia will need to navigate a period of ongoing production growth that comes off the back of significant acreage maturing. Against this backdrop, New Zealand, whose exports focus heavily on Australia, is also seeing supply growth, albeit more modest than in Australia.
14:1325/07/2022
How Can Southeast Asia Help Farmers Reduce Emissions?
General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and challenges faced by our neighbors in Southeast Asia as the global grains industry moves towards its sustainability goals. In the process, they talk about the key sources of on-farm emissions and the opportunities for developing technology to reduce those emissions.
19:5420/07/2022
When Will Container Shipping Get Cheaper and Smoother Again?
Covid-driven labor shortages and port congestion quickly drove freight rates higher last year. What is the way forward, and how quickly (if at all) will freight rates get cheaper? More importantly, when will supply chains overcome the bottlenecks and restore reliability to container shipping? Tune in as RaboResearch Supply Chains Analyst Viet Nguyen joins Stefan Vogel, General Manager for RaboResearch – Australia & New Zealand, to discuss the insights from his recently released report on global ocean freight and the impact on Australian and New Zealand food & agri sectors.
18:4507/07/2022
Global Dairy Markets – Are We There Yet?
Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics driving global and local markets.
22:5430/06/2022
Interesting Times: How Quick and How High Will Australian Interest Rates Rise?
RaboResearch Global Economics Strategist Michael Every provides an outlook for Australia’s interest rates. Together with Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, he discusses the speed and the level with which the Reserve Bank of Australia will have to raise cash rates further, if raising interest rates is actually a good tool to get inflation back into the 2% to 3% target range, and why it is important how much the US Fed raises interest rates.
27:2429/06/2022
Global Currents Shifting Seafood Trade
Angus Gidley-Baird speaks with RaboResearch Seafood Analyst Novel Sharma about what has changed in global seafood markets since Covid and which markets are growing.
22:0022/06/2022
Is Sugar Taking a Hit From the Russia-Ukraine War Too?
RaboResearch’s Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisch Gordon. Together they discuss the global and Australian pricing outlook, including when volatility is likely to hit.
21:5420/06/2022
Climate-neutral Beef Coming to a Store Near You
Join Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Proteins Analyst for Australia, as they walk through Rabobank’s latest Global Beef Quarterly report and discuss progress in the carbon-neutral product space.
17:4915/06/2022
Firm Prices To Kick Winter Off
Join New Zealand-based agriculture analysts Emma Higgins and Genevieve Steven to discuss the June Agribusiness Monthly Report and take a closer look at commodity prices, input costs, and FX.
17:2314/06/2022
Stewing over the New Zealand and Australian Lamb Industries
Angus Gidley-Baird and Genevieve Steven discuss what is going on in the New Zealand and Australian lamb industries. Together, they review how production is shaping up, what is happening in export markets, and what this might mean for prices.
21:4905/06/2022
Hopes on a Hat-trick: Australian 2022/23 Winter Crop Outlook
Global hopes are that Australia can deliver a hat-trick of great grain & oilseed production in 2022/23, and local hopes are on a hat-trick to secure good margins in a high input cost world. Cheryl Kalisch Gordon and Dennis Voznesenski discuss their just-released report on crop-planting expectations, their thoughts on production, and where they see global and local prices over the coming year.
19:2102/06/2022
New Zealand Dairy: Buckle up for the Season Ahead
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual New Zealand dairy seasonal outlook.
15:0622/05/2022
WASDE and Where Global G&O Prices Are Headed in 2022/23
Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.
16:3217/05/2022
Recovery Underway: Australia’s Beef Seasonal Outlook
Australia’s beef recovery is underway, but limitations in the supply chain will hinder the recovery from reaching its full potential. Dennis Voznesenski talks with Angus Gidley-Baird about this and all other things beef from the 2022 Rabobank Beef Seasonal Outlook.
21:4712/05/2022
Australian Dairy 2022/23 Outlook: Be Confident, but Beware
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual Australian dairy seasonal outlook.
13:1911/05/2022
US Cow Liquidation: How Big Is It?
In 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cattle prices in 2014 despite drought conditions. Angus Gidley-Baird speaks with US analyst Don Close about whether we are about to experience the same thing.
20:1001/05/2022
What's the Impact of China's Lockdown Wave?
What’s the impact of the strict lockdown wave moving across China on logistics, grain markets, dairy, and livestock? Join General Manager of RaboResearch in Australia & New Zealand, Stefan Vogel, and Dennis Voznesenski, Agricultural Analyst, as they delve into the details.
10:5428/04/2022
Who’s Winning With Wool: Australia or New Zealand?
Is the wool industry shifting away from China? Who’s doing better: Australia or New Zealand? Are there storm clouds brewing on the horizon for prices? Join Dennis Voznesenski in Sydney and Genevieve Steven in Christchurch to discuss the Australian and New Zealand wool markets. Follow Dennis and Genevieve on Twitter @Voz_Dennis and @gevesteven
25:1318/04/2022
Softer Cotton on the Way
Cotton prices around the globe are trading at 11-year highs. Even logistics issues are not deterring physical prices from reaching highs, but how long will they be this way? Cheryl Kalisch Gordon joins Wes Lefroy to share her thoughts on what will soften cotton prices and when.
18:0413/04/2022
Could High Fertiliser Prices Create Food Shortages?
Global fertiliser prices have bounced again, and this time it’s not just farmers who are worried. Consumers too are starting to wonder what will this mean for food prices and availability. Senior Commodities Analyst Cheryl Kalisch Gordon is joined by Wes Lefroy, Senior Farm Inputs Analyst, to examine the relationship between fertiliser prices, crop production, and availability.
16:1112/04/2022
Implications of the Russia-Ukraine War for Fresh Produce Exports
In global trade, Russia is a large importer of fresh produce. To look at the direct and indirect impacts of the conflict in Europe on the sector and address the question of whether Australia’s horticulture sector should be concerned, Michael Harvey enlists the expertise of Cindy van Rijswick, Rabobank's Global Strategist – Fresh Produce.
12:5910/04/2022
Top 10 Global Economic Trends for Farmers To Watch
The war in Ukraine has taken center stage as a key market factor, but there are several other key trends to watch. That’s what Jan Lambregts, Rabobank's London-based Head of Global Economics & Markets Research, discusses with Stefan Vogel, General Manager RaboResearch Australia & New Zealand, during his visiting expert tour to Australia.
21:3128/03/2022
Topics From the Truck – Grains & Livestock, March 2022
What are livestock and grain farmers most interested in at the moment? Senior RaboResearch Analysts Angus Gidley-Baird and Cheryl Kalisch Gordon share the big questions from the floor of Rabobank's recent RaboTruck client events held in central NSW.
24:5122/03/2022
Australia’s Food Market – Two Years On
After a pandemic-driven rollercoaster ride over the past two years has Australia’s domestic food market found a new normal? Or, are there some twist and turns to come? Michael Harvey and Wes Lefroy discuss this as we mark the two-year anniversary of Covid disorder.
20:5920/03/2022
Urea Price Halfpipe
While global urea prices were starting to show some respite, Russia’s invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon is joined by Wes Lefroy to dissect the market and discuss the implications this war holds for Australian farmers looking to purchase urea ahead of the winter.
15:4415/03/2022
Impact of the Ukraine-Russia Conflict on New Zealand Farmers
Emma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.
16:5714/03/2022
Farmers to the Emissions Rescue! But What’s in It for Them? (Part B)
All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski in the second half of this two-episode podcast.
17:3702/03/2022