Explore every episode of the podcast RaboResearch Food & Agribusiness Australia/NZ
| Title | Pub. Date | Duration | |
|---|---|---|---|
| A shifting global outlook helps support Australian cotton prices | 09 Oct 2024 | 00:17:31 | |
In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers.
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. | |||
| New consumption trends in China and their impact on protein markets | 30 Sep 2024 | 00:26:15 | |
Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets.
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. | |||
| Racing pulses in Australian and global markets | 18 Sep 2024 | 00:22:46 | |
Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, making bulk shipments more competitive. Tune in to hear all about it!
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. | |||
| Watering the green shoots in New Zealand sheepmeat | 16 Sep 2024 | 00:26:06 | |
Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain.
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. | |||
| Semiannual fertiliser outlook from a global and Australian perspective | 12 Sep 2024 | 00:17:18 | |
Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we discuss our six-month outlook.
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. | |||
| Live dairy exports – life in the slow lane | 09 Sep 2024 | 00:19:15 | |
Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future.
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. | |||
| Australian almond and macadamia outlook | 02 Sep 2024 | 00:23:09 | |
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest Australian tree nut outlook, cracking into the opportunities and risks in almonds and macadamias.
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. | |||
| Global dairy markets: changing narratives | 29 Aug 2024 | 00:17:19 | |
Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report.
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. | |||
| A grain tour adventure exploring Canada | 11 Aug 2024 | 00:23:46 | |
Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Canada Roxane Lieverse as they discuss the highly successful Canadian Grains Knowledge tour they recently completed in July. Listen as they discuss tour insights, learnings, Canadian seasonal conditions, and global grain demand and supply fundamentals.
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. | |||
| Aussie food inflation – Is sticker shock a thing of the past? | 05 Aug 2024 | 00:09:58 | |
Following the release of the much anticipated June quarter CPI data for Australia, Pia Piggott and Michael Harvey sat down to have a close look at what is happening in the food basket. Is there relief for consumers, or is sticker shock a real possibility?
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. | |||
| Cotton market overview from a global and Australian perspective | 04 Aug 2024 | 00:21:52 | |
Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.
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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Trimming up the impact of the US beef market | 31 Jul 2024 | 00:20:22 | |
US domestically produced lean trim prices have reached record levels. What impact is that having on Australian and New Zealand cattle prices? Angus Gidley-Baird chats with Jen Corkran about the lean trim market and what impact it is having on domestic cattle prices. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Lamb back on the Australian menu and so is LambEx | 19 Jul 2024 | 00:16:43 | |
Angus Gidley-Baird chats with Daker Pern about the current state of the Australian lamb market and what might be driving prices higher. They also touch on what’s coming up at LambEx 2024. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| What does the 10-year US crop outlook mean for global G&O prices? | 14 Jul 2024 | 00:12:15 | |
Join RaboResearch analysts Vitor Pistoia and Andrick Payen as they discuss the United States' 10-year crop outlook and how it could impact global prices for grains and oilseeds. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Bonus episode: How to protect yourself from fraud and scams | 14 Jul 2024 | 00:17:42 | |
In this episode, Bethan Wearmouth, Senior Fraud Manager at Rabobank, shares her expert insights on the latest scam trends and offers practical tips on how you can protect yourself.
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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Beef is New Zealand agriculture’s golden goose | Agribusiness Monthly Update for July 2024 | 09 Jul 2024 | 00:12:08 | |
Emma Higgins and Jen Corkran have a relaxed chat about highlights from the recent July Agribusiness Monthly including why beef is booming, how butter is back, and how helpful fertiliser prices are in New Zealand. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Grain markets under pressure as Northern Hemisphere harvest advances | 08 Jul 2024 | 00:19:07 | |
Join RaboResearch analysts Pia Piggott and Vítor Pistóia as they discuss the recent volatility in grain and oilseed prices following the Northern Hemisphere wheat harvest, trade wars, and intense rainfall in key producing countries. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Two watershed moments for the Aussie dairy supply chain? | 04 Jul 2024 | 00:19:06 | |
Angus Gidley-Baird joins Michael Harvey to discuss two watershed events that will see a further transformation of the Australian dairy supply chain. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Small slivers of silver linings for rural confidence in New Zealand | 01 Jul 2024 | 00:10:58 | |
Emma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Avocado production smashing records | 30 Jun 2024 | 00:14:29 | |
Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Australian wool market – steady as she goes | 25 Jun 2024 | 00:25:03 | |
Senior Analyst Angus Gidley-Baird and Henry Treloar, Rural Manager Adelaide, talk through the current situation in the Australian wool market and how the next six to twelve months may shape up. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| New Zealand agribusiness June 2024: Winter chills pricing outlook | 11 Jun 2024 | 00:18:28 | |
Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| What does net zero mean for agriculture? | 10 Jun 2024 | 00:17:43 | |
Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| 2024/25 Australian winter crop outlook: Strong, early sowing in the east, but dry start slows the west | 06 Jun 2024 | 00:16:24 | |
Join RaboResearch analysts Anna Drake and Vítor Pistóia as they discuss the outlook for 2024/25 Australian winter crop acreage and tonnage and how they will impact prices by year-end. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Dairy’s new season Down Under | 03 Jun 2024 | 00:17:52 | |
Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be expected for the new production season. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Sugar prices take bitter turn from global supply sweetness | 29 May 2024 | 00:20:19 | |
Global Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Who let the bulls out? A frosty Black Sea sends G&O prices higher, as of 23 May 2024 | 27 May 2024 | 00:09:03 | |
Join RaboResearch analysts Pia Piggot and Vítor Pistóia as they discuss recent developments in crops around the globe and how they are impacting G&O prices. This episode was recorded on 23 May 2024. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| US tour down under – A wrap-up of the US beef market | 22 May 2024 | 00:24:12 | |
Angus Gidley-Baird speaks with Lance Zimmerman, a Senior Animal Protein Analyst based in the US, at the end of his two week tour of Australia to discuss the US cattle market and his perspective on the Australian cattle market. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| The EU's Deforestation Regulation: How will it impact beef supply chains? | 16 May 2024 | 00:17:22 | |
Senior Animal Protein Analyst Eva Gocsik joins Sustainability Analyst Anna Drake to discuss what the upcoming EU Deforestation Regulation means for beef supply chains. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| 2024 farmland outlook – Cooling down as rationality returns | 13 May 2024 | 00:13:27 | |
Join RaboResearch Senior Analyst Ben Picton and Vítor Pistóia as they discuss Australian farmland prices and what can be expected for the year ahead. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Aussie economics | Change in RBA call – More hikes ahead? | 09 May 2024 | 00:19:47 | |
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the outcome of the May Reserve Bank of Australia meeting and the outlook for the Australian cash rate. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Consumer foods | Talking points | 02 May 2024 | 00:20:08 | |
Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| G&O tug of war – Weather concerns versus resilient stocks | 29 Apr 2024 | 00:16:05 | |
Join RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian markets. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Mapping global vegetable trade | 21 Apr 2024 | 00:13:39 | |
Global Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| US cattle market update – The rebuild is still some ways off | 16 Apr 2024 | 00:22:36 | |
Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| New Zealand agribusiness monthly April 2024 | 15 Apr 2024 | 00:19:58 | |
Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness monthly. Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Aussie economics: Q1 review and the road ahead | 10 Apr 2024 | 00:13:38 | |
Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| New Zealand and Australia sheepmeat update | April 2024 | 08 Apr 2024 | 00:19:37 | |
Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Sustainable aviation fuel demand's impact on Australian agriculture | 27 Mar 2024 | 00:19:25 | |
Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Inflation and interest rates: What is the big picture? | 25 Mar 2024 | 00:10:13 | |
In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Looking down the aisles of supermarket inquiries | 21 Mar 2024 | 00:14:21 | |
High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Australian winter crop gross margins: 2024/25 outlook and a performance review | 20 Mar 2024 | 00:12:30 | |
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show | 18 Mar 2024 | 00:10:44 | |
Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months. 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://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast. | |||
| Global dairy quarterly Q1 2024 | Finding a new equilibrium | 07 Mar 2024 | 00:17:35 | |
Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability. 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. | |||
| Live cattle export season kicks off | 04 Mar 2024 | 00:23:05 | |
With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season. 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. | |||
| Global pork markets remain under pressure | 26 Feb 2024 | 00:21:13 | |
The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China. 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. | |||
| Almond outlook 2024 | 21 Feb 2024 | 00:14:49 | |
A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry. 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. | |||
| Australia dairy – Slowly trading places | 20 Feb 2024 | 00:12:10 | |
Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector. 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. | |||
| New Zealand interest rates: Has something changed? | 14 Feb 2024 | 00:15:35 | |
Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates. 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. | |||
| Australian outlook: Moving confidently into 2024 | 07 Feb 2024 | 00:31:13 | |
Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024. 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. | |||