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:
Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they chat about the intertwined worlds of wool and cotton.
Rabobank’s Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackling sustainability on the farm, the role of technology in their approaches, and how he thinks they’re placed to manage increasing sustainability demands, including managing carbon emissions.
Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the Japanese and South Korean Beef Markets, Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird. Angus Gidley-Baird (@angus_gb) / Twitter Cheryl Kalisch Gordon (@kalischgordon) / Twitter
Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank Australia, about what Australian grain farmers need to know about sustainability, how they can respond to the demand for sustainability, and the potential challenges and opportunities facing them.
Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed sector. In a chat with Saint Louis-based Senior G&O Analyst Steve Nicholson, Dennis Voznesenski finds out what the shift toward sustainability means for US grain & oilseed farmers and supply chain partners. How are they are responding, and how do the drivers for sustainability differ from the EU? Tune in to find out.
Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats with Stefan Vogel to find out what this means for EU grain & oilseed farmers, supply chain partners, and food manufacturers. How they are responding? What does this already mean for grains, oilseeds, and G&O products imported to the EU, and what will it likely mean for the future and for the EU’s export potential?
As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A North America Wes Lefroy (@wlefroy4) / Twitter
Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his latest land price outlook, Does It Get Any Better Than This?, with Cheryl Kalisch Gordon.
Emma Higgins and Michael Harvey team up to discuss the latest Australian dairy report detailing why the industry is at an important juncture and what the investment outlook is for the next decade.
Angus Gidley-Baird and Dennis Voznesenski take a look at what is shaping the wool and lamb industries and what the outlook is for the coming season.
Government initiatives in the northern hemisphere to curb emissions will fundamentally change, and be the key driver of, the global canola market outlook through to 2030. Dennis Voznesenski, RaboResearch Agriculture Analyst, and Cheryl Kalisch Gordon, Senior Commodities Analyst, discuss what's next for canola – from current price highs right out to 2030.
Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy and send prices skyrocketing. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A North America Wes Lefroy (@wlefroy4) / Twitter
New Zealand Senior Agriculture Analyst Emma Higgins sits down with Agriculture Analyst Genevieve Steven to have a chat about the challenges the New Zealand venison industry has faced during Covid-19 and the reasons for the industry to be optimistic. Emma Higgins (@emhiggins) / Twitter Genevieve Steven (@gevesteven) / Twitter
Angus Gidley-Baird and Michael Harvey take a (metaphorical) walk down the grocery aisle to discuss the boom in online food retail and the bust in the Australian food market's journey back to normal. Angus Gidley-Baird (@angus_gb) / Twitter Michael Harvey (@MickHarvey77) / Twitter
Canada’s dryness resulted in a canola crop of under 13 million tonnes, according to Statistics Canada’s latest estimate, and helped move global and Australian prices to record levels. Has the dryness affected Canada's lentil production in the same way, and can we expect price records to be broken for lentils too? RaboResearch Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon discuss the impact of lower Canadian lentil production on global supply and Australian lentil prices.
