RaboResearch Food & Agribusiness Australia/NZ – Details, episodes & analysis

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.

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.

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.

Pete Evans sits down with Rabobank senior fraud and detection manager, Bethan Wearmouth, to learn about the latest scam and fraud trends, from technology scams to bitumen bandits, and how we can better protect ourselves. 

Join Vitor Pistoia, farm inputs analyst, and Pia Piggott, horticulture analyst, to discuss the recent semi-annual fertiliser report.

Rabobank clients can read the full report by logging onto our website. 

Join Genevieve Steven, agriculture analyst for New Zealand, and Angus Gidley-Baird, senior animal protein analyst for Australia, to delve into the key messages of the recently released Global Beef Quarterly. They will discuss why Argentina is currently such an interesting market, as well as how demand is holding up in the US and China and what that could mean for New Zealand and Australian exports.

RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.

Join Dennis Voznesenski and Pia Piggott as they reflect on recent developments in agri commodity markets on the back of Rabobank's recently released report, Agri Commodity Markets Research May 2023: Opposite Directions. Dennis and Pia discuss the renewal of the Black Sea grain deal and record harvests in Brazil and what they mean for Australia's wheat, canola, and barley markets. 

Join Angus Gidley-Baird, senior animal protein analyst for Australia, as he speaks with Genevieve Steven, agriculture analyst for New Zealand, to dig into the details of the New Zealand sheep industry, understand why the sheep flock is declining, and get a view on the future outlook.

Global avocado production and trade have expanded at a fast pace over the past decade. Attractive product attributes have driven demand, while profitability has incentivized increased production. In the next few years, avocado trade will continue to grow, but the market will be more competitive, forcing operators to be not only more efficient but also increasingly sustainable. As availability is expected to be steady, consumers will benefit from relatively affordable prices in key markets, increasing the popularity of this super fruit.

In this episode, Pia Piggott, associate analyst, speaks with three RaboResearch analysts from around the world to discuss key highlights from their respective region.

03:20: United States and Mexico

11:21: Peru, Chile, and Colombia 

16:43: Europe