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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.
Has the 'Corona-Crisis' Developed as Expected for Australian F&A?
Tim Hunt and Dennis Voznesenski review the first four months of the crisis and its impact on Australian farmers.
20:1419/05/2020
Will SE Asia Look for AU Wheat and Barley in 2020/21?
Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue? This episode also appears on our sister podcast RaboResearch Food & Agribusiness Asia
24:4518/05/2020
NZ Venison Outlook
Following very strong pricing in recent seasons, NZ venison producers are facing some challenging times ahead. Blake Holgate and Hayden Higgins take a look at the outlook for the next 12 months, including just how much Covid-19 will impact the sector.
15:4212/05/2020
Farming Families and Success in Succession
What is important for getting farm succession right and keeping businesses viable and families happy? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share her experience in the area and her insights into how families can get on the front foot in succession planning.
23:2306/05/2020
Covid-19 and the US Beef Market
The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode has also been released on our sister podcast, RaboResearch F&A North America
22:4303/05/2020
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics
Roland Fumasi joins Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020 combined with the impacts of Covid-19 on global economies influence both the US and Australian almond sectors, as can be ascertained today. This episode has also been released on our sister podcast, RaboResearch F&A North America
23:0726/04/2020
Sit for Victory - The Economic Cost of the Shutdown
Michael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.
26:1522/04/2020
Do the Right Thing Right: Sustainability Challenges and Opportunities in the Fresh Produce Sector for a Pre- and Post-Covid-19 World
Hayden Higgins is joined by Cindy van Rijswick to discuss core sustainability themes that fresh produce sector participants from across the globe highlighted in late 2019. Hayden and Cindy talk about the top five segments and discuss how relevant they may be in a post-Covid-19 environment.
18:0119/04/2020
Global Dairy: How Bad Could It Get?
Hayden Higgins is joined by Michael Harvey to digest the global dairy fundamentals that underpin RaboResearch’s milk price forecast ahead of the 2020/21 season.
18:0816/04/2020
The Risk of Farm Input Supply Disruption for Sugarcane Growers
Increased uncertainty in the usual supply chains of global agrochemicals and fertilizers has raised worries for domestic growers, including in the sugar sector. Wes Lefroy joins Charles Clack to chew the fat on recent supply disruptions and what our growers can expect in the coming months.
22:4915/04/2020
Threading Our Way Through Covid-19
Angus Gidley-Baird and Charles Clack discuss the impact of Covid-19 on the Australian wool and cotton markets and what it means for the short-term outlook.
20:4114/04/2020
The Great Aussie Wheat Swap Lift
Sam Chambers, Associate Director, Markets for Rabobank Australia and New Zealand, joins RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss swaps strategies in the context of Q1 volatility in global wheat pricing, the lower Aussie dollar, prospects for improved local production in 2020, and what should be on the radar for risk management as 2020/21 plays out.
11:3313/04/2020
AU Grains Can Still Have a Good 2020 Despite Covid-19
Covid-19 has introduced uncertainty and downside in many agricultural markets. RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon and Agriculture Analyst Wes Lefroy discuss our revised outlook for grain and oilseed markets in 2020 amid the spread of Covid-19 and OPEC+ supply uncertainty.
28:3709/04/2020
Grain Production Profitability in a Low-Margin Outlook
Covid-19 prevented Steve Nicholson, our US-based grain & oilseed analyst, from joining us in Australia in March, but that won’t stop the messages getting through! He joins Cheryl Kalisch Gordon, our Australia-based grain & oilseed analyst, in the podcast for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability.
21:4931/03/2020
Where’s the Meat? Covid-19 and the Red Meat Industry
Angus Gidley-Baird and Blake Holgate talk about the impact Covid-19 is having on the Australian and New Zealand red meat industries.
22:0825/03/2020
Global Dairy – A Coronavirus Hangover
Global dairy markets have experienced a volatile start to 2020. Despite the elevated levels of uncertainty, Emma Higgins and Michael Harvey take a look at the global dairy market fundamentals and how things might play out through the rest of 2020.
17:1323/03/2020
Investing to Farm Under New Environmental Reforms
Blake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.
19:3622/03/2020
NZ Dairy Land Values: Afloat but Drifting Sideways
Emma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.
23:3219/03/2020
Shanghai Talking – A Local View of China’s Recovery From Coronavirus
Sandy Chen, Rabobank’s Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.
26:4518/03/2020
Cotton and the Coronavirus
Coronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer, there is a substantial link between coronavirus and the Australian cotton industry. Angus Gidley-Baird and Charlie Clack investigate.
19:4710/03/2020
Coronavirus Plants Ag-Chem Concerns Ahead of the Winter Crop
Coronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and Cheryl Kalisch-Gordon discuss where some pressure points may lie ahead of crop planting.
16:0304/03/2020
What Brexit Could Mean for Global Sugar
Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world’s major sugar exporters.
15:3401/03/2020
New Directions for Australian Barley
There is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to find out where the pluses and minuses for pricing will be. Looking further ahead, they discuss how important new barley market access to Indonesia and India will be for Australian barley export prospects.
18:0327/02/2020
What Will NZ Sheep and Beef Prices Do in 2020?
Blake Holgate and Emma Higgins discuss what returns NZ sheep and beef farmers should expect to see in 2020, including the impact of coronavirus on the pricing outlook.
16:5224/02/2020
EU 2020 Milk Peak – a Problem for Global Markets?
With EU milk production growing again, and the season peak around the corner, Michael Harvey Talks with Richard Scheper about what to expect for EU milk production in 2020.
16:3020/02/2020
Indonesian Live Cattle Trade: Balancing Pressures in Australia and Indonesia
With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.
18:5717/02/2020
Complexity in the New Year for European Wine Markets
Maria Castroviejo and Hayden Higgins discuss the recent European vintage and pending Brexit (again), along with the new raft of US tariffs on European wines and their possible implications. These scenarios present challenges for some and, perhaps, opportunities for others.
19:0711/02/2020
An Island of Profitability in a Difficult World
Tim Hunt and Blake Holgate discuss the outlook for NZ agriculture in 2020 and why it looks better than many other regions of the world.
15:0910/02/2020
Is Sugar's Sweet Start to 2020 Here to Stay?
Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins Charlie Clack to outline the reasons, risks, and outlook for the year ahead.
18:3309/02/2020
Coronavirus: How Worried Should We Be?
Tim Hunt and Michael Harvey explore the current and potential impacts of coronavirus on Australia and New Zealand's F&A industries.
19:3506/02/2020
What Will 2020 Bring for Australian Farmers?
Tim Hunt and Charlie Clack discuss why Australian production may face a multi-year recovery and how prices will help ease the pain.
19:5305/02/2020
What’s Ahead for NZ Dairy in 2020?
Emma Higgins and Blake Holgate discuss some of the challenges and opportunities for New Zealand dairy farmers in 2020.
17:1702/02/2020
Global Fertiliser Outlook: Swamped with Supply
Will fertiliser prices remain favourable for farmers during 2020? Sydney-based analyst Wes Lefroy is joined by his fellow farm inputs colleague from São Paulo, Matheus Almeida, to discuss our expectations for prices during 2020 and highlight some key factors to watch.
20:5330/01/2020
Worry Walls, Kabuki Theater, and Nothing Burgers
What does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for this year.
25:2115/01/2020
Australian Dairy: Taking Comfort in a Stable Market Outlook
There have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the sector.
18:1109/01/2020
Overshot and Undershot: Unlocking Opportunities to Buy Australian Cropping Land
Over the past five years, limitations, such as a significant decline in the number of properties on the market and increased demand from family farms and investors, have made it harder to purchase the right property at the right price. In our latest ag land podcast, Wes Lefroy and Charlie Clack discuss how interregional purchases are becoming a more attractive option for farmers looking to expand. You can read the recently released report here.
17:1207/01/2020
What’s on the Grill: The Global Animal Protein Market Outlook for 2020
2019 marked a big year for the global animal protein market, as the effects of African swine fever rippled throughout the world. Justin Sherrard, Blake Holgate, and Angus Gidley-Baird discuss what will shape animal protein markets in 2020, as well as the outlook for global production and local production in Australia and New Zealand.
21:5819/12/2019
Horticulture and Ag-Tech Applications
Hayden Higgins and Wes Lefroy discuss lessons from Wes's recent trip to Hanover for Agritechnica and their relevance for horticultural businesses. They discuss the practical applications, working examples, and potential market impacts of adopting ag tech in the future.
20:5511/12/2019
Australian and South American Grains Farmers Finding Common Ground
Contrary to the ‘what goes on tour’ rule, Steve Kelly (Rabobank Regional Manager for WA) and Darrin Findlay (Rabobank Branch Manager for Ballarat in Victoria) join RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to share insights from their recent trip to Argentina and Brazil with 24 Australian Rabobank clients. While there are challenges for grains businesses in both of these South American nations, this conversation picks up on the common ground shared by the southern hemisphere’s largest grain producers, and what strengths sit behind expected South American grain production growth.
19:1902/12/2019
Boats, Water, and Feedlots: A Look at the Northern WA Cattle Industry
Like other areas in Australia, northern WA is also experiencing dry weather. But there are some exciting things happening with water infrastructure and supply chains in the area.
16:2225/11/2019
Dastardly Drought – New-Season Cotton Takes a Dive
Australia’s persistent drought is set to hit 2019/20 production hard, to the lowest output since the 2007/08 season. Charlie Clack and Dennis Voznesenski talk prospects for cotton, water, and markets in the drought-stricken season to come.
19:3717/11/2019
AgriTechnica 2019, Day 5: Tech to reduce carbon emissions
Tighter regulation and changing corporate standards are placing pressure on farmers to reduce carbon emissions. In our final AgriTechnica podcast, Wes Lefroy and Lachlan Monsborough discuss technologies they've seen throughout the week that can assist.
21:0114/11/2019
Drones at AgriTechnica 2019: Time to Relaunch
Following the conclusion of Day 4 (Wednesday 13th November, 2019) at AgriTechnica 2019, Lach Monsborough and Wes Lefroy discuss why they think drones will make a comeback, and how they will deliver value.
19:5813/11/2019
AgriTechnica Day 3: Sensors, Data and Decisions
Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what farmers should consider, with Harry Smit from RaboResearch live from Day 3 of AgriTechnica 2019.
19:2912/11/2019
An Update on NZ Dairy
Emma Higgins and Blake Holgate discuss how New Zealand milk production has been tracking and what farmers might expect over the remainder of the season.
16:2311/11/2019
AgriTechnica Day 2: From closed to open, Ag data platforms are evolving
To date, sharing data between platforms has been a barrier to adoption. Following day 2 of Agritechnica, Wes Lefroy and Lach Monsbourgh discuss how data platforms dynamics are changing, bringing flexibility to the farmer.
18:3511/11/2019
Tractor Talk at AgriTechnica: Future Fuels and Autonomy
Will you drive a diesel tractor in the future? From Day 1 of Agritechnica in Germany, Wes Lefroy and Lach Monsbourgh discuss why there is a growing case for tractors to be powered by fuels other than diesel, and the growing likelihood you will not be driving them.
21:0610/11/2019
Wild and Woolly: A Look at the Wool Market
Senior Animal Protein Analyst Angus Gidley-Baird and Associate Analyst Dennis Voznesenski discuss the factors behind recent price moves and look into what the future holds for Australian wool prices.
18:4310/11/2019
AgriTechnica | Virtual Tour Preview
From November 11 -15 RaboResearch Analyst Wes Lefroy, together with Lachlan Monsbourgh will be leading Rabobank's first virtual tour to AgriTechnica in Hannover, Germany. Listen in, as Wes and Lachlan discuss what they expect to see at the world’s leading ag machinery field days, and how you can follow the journey.
08:1706/11/2019
Upsides in a Burdened Global Grain Market
Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest.
25:0805/11/2019