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

With cattle prices dropping dramatically since 2022, what does the remainder of 2023 have in store? Angus Gidley-Baird and Edward McGeoch chat through the latest beef seasonal outlook.

With the June 1 deadline approaching for minimum milk price offers from Australian dairy companies, Michael Harvey and Pia Piggott unpack the forecast for minimum offers for new season milk. The good news is Australian dairy producers can look forward to another favourable season in 2023/24.

Join Rabobank’s Vitor Pistoia, Farm Inputs and Land Analyst, and Edward McGeoch, Cotton & Wool Analyst, to discuss the recent farmland value report. 

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

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.

A bit of downstream activity in Aussie dairy kickstarted 2023, with retailers buying processing assets and other capacity adjustments. To help unpack what is going on and why and what it means for Aussie dairy farm businesses, Emma Higgins joins forces with Michael Harvey.

Stefan Vogel and Angus Gidley-Baird reflect on Rabobank's Brazil Agribusiness Quarterly Q1 2023 and what it means for Australian beef, grain, and dairy producers.

Rabobank clients can log on to our website to read the Brazil Agribusiness Quarterly.

Tight global sugar supply has driven sugar prices up to 11-year highs, and the price outlook is now more dependent on Brazil’s crop delivering on its expectations. Join Horticulture and Sugar Analyst Pia Piggott and Andy Duff, Head of RaboResearch – South America and Global Strategist – Sugar, as they discuss developments in Brazil’s sugar harvest and the global sugar outlook for 2023.

A significant investment in exclusion fencing across his Dalgety property is increasing on-farm productivity and welfare outcomes for fourth-generation farmer Jack Glasson, and others are now following suit.

Join Dennis Voznesenski, Agriculture Analyst, and Vítor Caçula Pistóia, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Dennis and Vitor will share insights into the future of circular economies and wrap up the day! 

Join Michael Harvey, Senior Dairy Analyst, and Genevieve Steven, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Michael and Genevieve will highlight some of the latest innovations in food & agri. 

Join Dennis Voznesenski, Grains & Oilseeds Analyst, Edward McGeoch, Cotton & Wool Analyst, and Vitor Pistoia, Farm Inputs & Land Values Analyst, to discuss the latest developments across grains & oilseeds, cotton, farm inputs, and agrochemicals. They'll cover all things around the grounds, from current Australian production outlooks to the market factors driving pricing in 2023. 

Join Angus Gidley-Baird, Senior Animal Protein Analyst, and Pia Piggott, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Angus and Pia will unpack the future role of technology in sustainable supply chains.

Join Emma Higgins, Senior Analyst, and Ben Picton, Senior Market Strategist, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Emma and Ben will dive into the key macroeconomic trends for 2023.  

Join Stefan Vogel, Regional Manager RaboResearch Australia and New Zealand, and Edward McGeoch, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Stefan and Ed will set the scene for the day and explain what F2F is, and what sessions listeners can look forward to. 

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.

After two years of softening almond prices, market conditions have improved, and prices are starting to recover. Join horticulture and sugar analyst Pia Piggott and senior fresh produce analyst David Magana as they discuss developments in the almond industry.

In this episode, Pia and David explore:

• What caused record inventory levels of almonds last year?
• How will the wet California winter impact this season's production? 
• What macroeconomic factors will impact almond prices this year?

Emma Higgins and Michael Harvey discuss the latest headline insights from the March 2023 Global Dairy Quarterly report.

Join Genevieve Steven, Agriculture Analyst based in New Zealand, and Ed McGeoch, Associate Analyst based in Sydney, to reflect on 2022 and look ahead to what 2023 has in store for the wool industry. 

This episode was recorded 7 March 2023.

Join Stefan Vogel, General Manager of RaboResearch for Australia & New Zealand, as he talks with Harry Smit, Senior Analyst for Rabobank in the Netherlands, to discuss why farmers in the Netherlands are protesting, what ambitious changes the Dutch government is planning to implement, and how this might lead to a reduction in Dutch livestock inventories. They also discuss the different impacts farmers will face, depending on the region where they farm, and what Oceania can learn from those changes.

Join RaboResearch Senior Analyst Emma Higgins and Senior Strategist Ben Picton as they discuss the immediate and longer-term effects of Cyclone Gabrielle. Together, they look at the impact on food production, the outlook for prices, what the likely cleanup costs will be, and how this might affect the Reserve Bank of New Zealand's thinking on interest rates.

Angus Gidley-Baird chats with Georgia Twomey, Rural Manager in Wagga, about the current supply of lambs entering the market and the implications these might have for prices over the coming months.

Michael Harvey, Senior Analyst, is joined by Lachlan Monsbourgh, Agricultural and Environmental Lead – Global Rural, to reflect on his session and presentation at the Australian Dairy Conference on the theme of carbon in the dairy supply chain.

Jan Lambregts, Head of RaboResearch Global Economics & Markets, discusses some of the highlights of his top 10 global themes, which he will present at Rabobank’s Farm2Fork Summit in Sydney on March 23, 2023. Listeners might have guessed that inflation, energy, and geopolitics made the cut for this podcast, but some less obvious topics have also been covered, including artificial intelligence.

Emma Higgins and Michael Harvey have a look at the drinking milk category, which remains a strategic pillar for the Australian dairy value chain and has moved from a discount product to an overall improved performer.

More interest rate hikes are expected in Australia and New Zealand, as inflation numbers are not coming down as quickly as desired. RaboResearch General Manager Stefan Vogel discusses with Ben Picton, Economic Strategist for Australia and New Zealand and the newest addition to the research team, the outlook for rate hikes, when they will come and how high they will be, as well as the impact on both the Australian and New Zealand dollar. 

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.

The New Zealand Agribusiness Outlook for 2023 has been released! Join Emma Higgins, Senior Agriculture Analyst, and Genevieve Steven, Agriculture Analyst, to dive into the outlook for key commodities and the four ‘wildcards’ that they think will shape the agriculture industry’s success in 2023. 

Join Vitor Pistoia, Rabobank’s Sydney-based farm inputs analyst, and Dennis Voznesenski, grains & oilseeds analyst, to discuss the 2023 outlook for fertilisers and G&O. 

Listeners can learn more about these and other sectors in our recently published Australia Agribusiness Outlook 2023. 

The New Zealand beef industry is well placed to lean into the challenges facing the sector and to unlock some exciting opportunities. Join Emma Higgins, Senior Agriculture Analyst, and Genevieve Steven, Agriculture Analyst, to dive into what opportunities exist for the beef industry.

2022 was a year of very low live cattle export volumes. Angus Gidley-Baird speaks with Rabobank Darwin Manager Barry Gerschwitz about the current season and the outlook for 2023.

Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, dive into the outlook for the seafood market in a chat with Seafood Analyst Novel Sharma, based in the Netherlands.

Join Genevieve Steven, Agriculture Analyst, and Emma Higgins, Senior Agriculture Analyst for New Zealand, as they look back on how they thought the year might unfold in January 2022, compared to what actually happened.

Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, mix up the usual discussions on red meat, by talking white meat with Christine McCracken, Senior Animal Protein Analyst for North America, who specialises in pork and poultry.

Join Rabobank’s Sydney-based Cotton, Wool, and Sheepmeat Analyst Edward McGeoch and Grains & Oilseeds Analyst Dennis Voznesenski as they discuss the current landscape of the cotton and wool industries and talk all things prices, production, exports, and expected movements for 2023.

Join Angus Gidley-Baird, Senior Animal Protein Analyst for Australia, and Genevieve Steven, Agriculture Analyst for New Zealand, to discuss the five core messages of Rabobank's Global Animal Protein Outlook 2023 with Global Strategist for Animal Protein Justin Sherrard.

Join Vitor Pistoia, Rabobank’s Sydney-based Farm Inputs Analyst, and Dennis Voznesenski, Grains & Oilseeds Analyst, as they discuss the outlook for fertilizer, agrochemical, and grain prices moving into next year. 

Rabobank clients interested in learning more can log into our website to read the recently published Fertilizer Outlook: Is History Repeating Itself?

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.

Join Horticulture Associate Analyst Pia Piggott and Fresh Produce Strategist Cindy Van Rijswick to discuss the future role of robotics and AI in horticulture systems.

In this episode, Pia and Cindy discuss:

• Factors driving roboticisation
• Which fresh produce crops are most likely to adopt robots
• How tech from other industries, like med tech, is an important part of advancing ag tech

Michael Every, Global Strategist for Economics and Markets, joins Agricultural Analyst Dennis Voznesenski to discuss the current state of play in economics and the global geopolitical arena, from the Black Sea to China.

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.