RaboResearch Food & Agribusiness Australia/New Zealand
Summary: Rabobank's RaboResearch Food & Agribusiness team has 85 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.
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Podcasts:
Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.
Australia’s beef recovery is underway, but limitations in the supply chain will hinder the recovery from reaching its full potential. Dennis Voznesenski talks with Angus Gidley-Baird about this and all other things beef from the 2022 Rabobank Beef Seasonal Outlook.
Emma Higgins and Michael Harvey take a closer look at the key messages from the annual Australian dairy seasonal outlook.
In 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cattle prices in 2014 despite drought conditions. Angus Gidley-Baird speaks with US analyst Don Close about whether we are about to experience the same thing.
What’s the impact of the strict lockdown wave moving across China on logistics, grain markets, dairy, and livestock? Join General Manager of RaboResearch in Australia & New Zealand, Stefan Vogel, and Dennis Voznesenski, Agricultural Analyst, as they delve into the details.
Is the wool industry shifting away from China? Who’s doing better: Australia or New Zealand? Are there storm clouds brewing on the horizon for prices? Join Dennis Voznesenski in Sydney and Genevieve Steven in Christchurch to discuss the Australian and New Zealand wool markets. Follow Dennis and Genevieve on Twitter @Voz_Dennis and @gevesteven
Cotton prices around the globe are trading at 11-year highs. Even logistics issues are not deterring physical prices from reaching highs, but how long will they be this way? Cheryl Kalisch Gordon joins Wes Lefroy to share her thoughts on what will soften cotton prices and when.
Global fertiliser prices have bounced again, and this time it’s not just farmers who are worried. Consumers too are starting to wonder what will this mean for food prices and availability. Senior Commodities Analyst Cheryl Kalisch Gordon is joined by Wes Lefroy, Senior Farm Inputs Analyst, to examine the relationship between fertiliser prices, crop production, and availability.
In global trade, Russia is a large importer of fresh produce. To look at the direct and indirect impacts of the conflict in Europe on the sector and address the question of whether Australia’s horticulture sector should be concerned, Michael Harvey enlists the expertise of Cindy van Rijswick, Rabobank's Global Strategist – Fresh Produce.
The war in Ukraine has taken center stage as a key market factor, but there are several other key trends to watch. That’s what Jan Lambregts, Rabobank's London-based Head of Global Economics & Markets Research, discusses with Stefan Vogel, General Manager RaboResearch Australia & New Zealand, during his visiting expert tour to Australia.
What are livestock and grain farmers most interested in at the moment? Senior RaboResearch Analysts Angus Gidley-Baird and Cheryl Kalisch Gordon share the big questions from the floor of Rabobank's recent RaboTruck client events held in central NSW.
After a pandemic-driven rollercoaster ride over the past two years has Australia’s domestic food market found a new normal? Or, are there some twist and turns to come? Michael Harvey and Wes Lefroy discuss this as we mark the two-year anniversary of Covid disorder.
While global urea prices were starting to show some respite, Russia’s invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon is joined by Wes Lefroy to dissect the market and discuss the implications this war holds for Australian farmers looking to purchase urea ahead of the winter.
Emma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.
All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski in the second half of this two-episode podcast.
