RaboResearch Food & Agribusiness Australia/New Zealand

RaboResearch New Zealand Analysts Emma Higgins and Genevieve Steven catch up to discuss the spring commodity pricing outlook and give an update on increasing fertiliser prices, freight logistics, and the NZ dollar.

Senior Animal Protein Analyst Angus Gidley-Baird and Head of Sustainable Development Lachlan Monsborough chat about some of the carbon programs that are currently confronting the livestock industry.

Global milk supply has been on an extended run of uninterrupted growth, which is expected to continue, but at a slower pace. Mick Harvey and Emma Higgins discuss the reasons why.

The Rabobank Rural Commodity Price Index rose another 3.26% in August, the highest level in more than 12 years. Senior Analysts in Australia’s RaboResearch team Angus Gidley Baird and Cheryl Kalisch Gordon share views on this surge as well as the team’s latest outlooks from Rabobank's September Agribusiness Monthly.

The 2021 Cotton Collective was another Covid cancellation, so Rabobank’s Senior Commodities Analyst Cheryl Kalisch Gordon and Global Strategist Michael Every catch up to discuss the world view and implications for Australian cotton that Michael was planning to share at the event.

Rabobank’s Senior Dairy Analyst Emma Higgins is joined by Animal Protein Analyst Genevieve Steven to discuss why New Zealand is experiencing record farmgate pricing amid global beef supply chain disruptions.

Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to consider how long global grain prices will sizzle, as the northern hemisphere’s 2021 crops are harvested.

Emma Higgins and Michael Harvey have a close look at the latest movements and rankings of the world’s largest dairy companies and reflect on the past two decades of change.

The US beef market has seen some phenomenal prices, which have provided support to Australia in the form of higher imported trimmings prices. In this podcast, Angus Gidley-Baird chats with Don Close in the US about the near-term future for the US beef market.

The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently, canola demand? Our G&O analyst in Australia, Dennis Voznesenski, chats with Rabobank’s Global Strategist for Grains & Oilseeds, Stefan Vogel. This episode also appears on our sister podcast RaboResearch Agri Commodities

Wes Lefroy and Michael Harvey undertake a half-time health check on food markets to look at how they are performing and what the second half might look like.

With prices buoyant for this time of the year, it's a good story all around for NZ sheepmeat farmers. Emma Higgins and Angus Gidley Baird discuss the drivers underpinning optimism in this sector.

Angus Gidley-Baird and Michael Harvey join forces to dig a little deeper and assess how diversification is at play across the Australian dairy supply chain.

Throughout 2021, higher prices and supply chain disruption have prompted Australian farmers to buy their fertiliser and agrochemical supplies earlier than usual. Was this a one off, or is this buying pattern here to stay for 2022? Wes Lefroy joins Michael Harvey to discuss.

The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global market outlook and local Australian conditions. This episode also appears on our sister podcast RaboResearch Agri Commodities