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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.
Harvest Hits 2020 | 2021 Global Grains Price Outlook
2020 saw a bull run in Agri commodities that has defied all expectations. What have been the driving factors, and what does 2021 have in store for grains & oilseeds prices? Dennis Voznesenski catches up with Stefan Vogel, head of Agri Commodity Markets and grains & oilseeds research at Rabobank.
32:3201/12/2020
E-Commerce in China Presents a Fresh Produce Growth Opportunity
Tim Hunt, Sandy Chen, and Hayden Higgins discuss how e-commerce sales channels for fresh produce in China are changing the pathway to consumers. They discuss how this channel will continue to grow as well as the drivers behind this growth, and provide some food for thought on how to approach.
24:0125/11/2020
Harvest Hits 2020 | Feed Grain Forecasts
Livestock demand was the driving force behind high local grain prices over recent years. Given that 2020/21 will bring rain and renewed pasture growth for so many regions, Dennis Voznesenski catches up with Angus Gidley-Baird to assess the feed grain demand outlook for 2020/21 and beyond.
17:5924/11/2020
Harvest Hits 2020 | Getting Granular with Plant-Based Meat Substitutes
Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.
16:5117/11/2020
Cashing in on Sustainable Agriculture
Hayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand’s agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.
23:1115/11/2020
Seasonal Milk Flows in Oceania Dairy - With a Spring in the Step!
Now that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.
18:2512/11/2020
Harvest Hits 2020 | Cash in or Carry
Australia’s 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank’s Cheryl Kalisch Gordon joins Rabobank Western Australia’s Ryan Meldrum and Rabobank Victoria’s Darrin Findlay to discuss how this decision is likely to play out across the country.
16:4110/11/2020
Is China’s Demand for Beef Waning?
Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.
22:1105/11/2020
Harvest Hits 2020 | Down Under Back Over
Australia’s long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.
20:1603/11/2020
Unlocking Climate Friendly Meat: Supply Chain Initiatives Will Be Key
With growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.
27:0028/10/2020
Cotton Gets Caught up in Chinese Trade Tensions
Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?
18:3022/10/2020
To Ship or Not to Ship: NZ Dairy Heifer Exports to China
Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.
14:3414/10/2020
Racking up the Australian and New Zealand Lamb Industries
Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.
21:1930/09/2020
Has the Drinking-Milk Category Become a Covid Cash Cow?
Tim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.
21:5723/09/2020
Global Dairy Markets – A Delicate Rebalancing
Michael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.
16:3922/09/2020
What’s up With AU Wheat Prices for 2020/21?
A significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.
18:2220/09/2020
Sweet, Sweet Speculation: How Funds Are Supporting Sugar
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.
20:5610/09/2020
How Long Can Cattle Prices Stay High?
Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.
21:5709/09/2020
Can(ola) Prices Hold on in Australia?
Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.
12:2608/09/2020
China Bans CBH Barley, but Damage Was Already Done
Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.
20:5003/09/2020
Unlocking Farmers' Digital Decision-Making Capacity
How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."
20:5002/09/2020
Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton
Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.
18:5601/09/2020
Has Australia's F&A Industry Passed Peak Exposure to China?
Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.
12:5630/08/2020
Producing 6 Servings of Veg and 2 Servings of Fruit Daily During Covid
Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.
19:3226/08/2020
Funding the Expansion of New Zealand’s Kiwifruit Post-Harvest Infrastructure
Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.
18:2317/08/2020
Building an E-Commerce Strategy in Wine – A 101 Playbook
In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.
15:2116/08/2020
Will Covid Curb Southeast Asian Imports?
Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.
20:2511/08/2020
Pivoting on Purpose: How Two Catalytic Events Are Encouraging Food Companies to Accelerate Their Pursuit of Purpose as Well as Profit
Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.
23:3310/08/2020
NZ Freshwater Reforms – What Farmers Need to Know
In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.
12:3805/08/2020
How Are Food Giants Getting Through the Crisis?
Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.
25:2504/08/2020
All Roads Lead to China. What Next for China's Imports as the Annual Milk Migration Gets Underway?
Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.
19:0203/08/2020
Fairness, Equality, and Family Farm Succession Planning
How do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.
27:3330/07/2020
Unwinding the Threads of the Wool Market for 2020/21
Angus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.
20:0929/07/2020
Stress in the Cotton Supply Chain: Issues Growers Face in Both Australia and Brazil
Victor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.
20:1722/07/2020
NZ | How Will Nitrogen Prices Fare Heading Into Spring?
With farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.
15:0116/07/2020
The US Premium Wine Market Takes a Battering in On-Premise Channels
In Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.
15:3913/07/2020
Will Grain Prices Reward Extra Urea Application this Season?
The time for applying urea is here! Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon joins our Farm Inputs analyst Wes Lefroy to discuss whether the current price points of grains and urea will make applying more urea this season the smarter choice.
18:4808/07/2020
External Influences on Succession in Farming Businesses
How can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.
17:1601/07/2020
African Swine Fever: The Backseat Driver of Global Protein Markets
Although African swine fever (ASF) has taken a backseat to Covid-19 so far this year, it very much continues to result in reduced pork availability in China. Angus Gidley-Baird and Blake Holgate discuss Rabobank’s latest forecast, along with the impact ASF is having on the Australian and New Zealand red meat sectors.
20:4830/06/2020
Confident in a Crisis
Uncertainty about the impact of Covid-19 has taken the gloss off farmer confidence, but overall, farmers remain upbeat about the year ahead. In our latest podcast, Wes Lefroy is joined by Tim Hunt to discuss the latest results from the Rabobank Rural Confidence Survey.
13:2424/06/2020
The Recovery of Foodservice and Its Implications for Ag Exporters in NZ and Australia
Blake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.
20:2923/06/2020
Port in a Storm: Why Australian Ag Land Prices Will Remain Afloat
Prices of Australian Ag land will largely hold firm during 2020. Wes Lefroy and Tim Hunt discuss why Ag land will pass largely unscathed through the Covid-19 economic crisis.
15:1121/06/2020
Covid-19 Changes the Horticulture Labour & Workplace Landscape
Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labour challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.
21:2518/06/2020
Global Dairy Outlook - Waiting for the Dust to Settle
The underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet.
30:2815/06/2020
Australian Lamb Industry – Pushing Its Way Through Covid-19
Driven by a dramatic drop in production, the Australian lamb industry has seen prices remain very strong while many commodities have seen disruption as a result of Covid-19, but are there clouds on the horizon? Angus Gidley-Baird and Charles Clack look at the lamb industry and how it is fairing under Covid-19.
18:5511/06/2020
Australian Grains: Movin’ on Up
All the hallmarks of an above-average Australian winter cropping season are falling into place. Good opening rains and fast planting progress across New South Wales, Victoria, and South Australia support our forecast for total hectares to be up 95%, 14%, and 12%, respectively, and across Australia as a whole up by 26% YOY. Dennis Voznesenski and Cheryl Kalisch Gordon share their views on the outlook for 2020/21.
26:4609/06/2020
Drought, Deficits, and Dealing With Covid-19 – How Will Our Sugar Customers Dictate the Outlook?
Charlie Clack and Wes Lefroy review the latest prospects for the sugar market as our domestic crush gets underway. After a turbulent start to the year, the team attempts to put an uncertain 2020 outlook into perspective – drought, deficits, and dealing with Covid-19 are just the start!
16:5304/06/2020
Swings and Roundabouts in the US Dairy Industry
Michael Harvey asks Tom Bailey to provide insights on the fundamentals impacting the US dairy industry, with a keen focus on where to go from here. We hope you enjoy.
18:0331/05/2020
AgriTechnica: Six Months Down the Road
Last November, Wes Lefroy and Lachlan Monsbourgh attended AgriTechnica – the world's leading machinery and AgTechnology field days in Germany. In our latest podcast, Wes and Lachlan review their key takeways, share what has happened since, and share their views on how these key trends will impact farmers in the future.
28:4426/05/2020
Cotton Planting Amid Covid-19: Lessons From the US
The 2020 season is soon coming to a close, raising the question: how could the new 2021 season shake out amid Covid-19? Andrew Tasker joins Charlie Clack from St Louis, Missouri to depict a somewhat uncertain cotton outlook, where US acres, Chinese buying, and Brazilian logistics could all play a part.
21:5620/05/2020