RaboResearch Food & Agribusiness Australia/New Zealand

Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New Zealand's economies in 2023 and make some predictions for 2024. What did we get right, where were we surprised, and how might the picture be different in the year ahead?

Anaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Global animal protein outlook 2024, to get the insights on the key themes that we believe will play out in 2024. 

Join RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global markets could react.

Ed McGeoch and Michael Harvey join forces to have a look at RaboResearch's recent Global dairy map and unpack some of the key features and themes impacting the global dairy trade arena.      Rabobank clients can receive a copy of the Global dairy map by contacting their relationship manager. 

Stefan Vogel, general manager RaboResearch Australia and New Zealand, is joined by his colleagues from Europe Cindy van Rijswick, global strategist for farm inputs, and Doriana Milenkova, specialist farm inputs, who recently attended Agritechnica 2023 in Germany to discuss the biggest, best, and latest in ag tech.

Join RaboResearch analyst Edward McGeoch and senior grains & oilseeds analyst Owen Wagner, based in the US, as they discuss the state of the US cotton industry off the back Owen’s recently released report, Living on a thin line: Overcoming the confluence of challenges facing cotton in 2023.

Michael Harvey and Ed McGeoch use the opportunity to unpack the latest earnings updates from a range of food and beverage companies to try and better understand what is happening inside the average grocery basket.

Join RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.

Join RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.

Join RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released cotton report that dives into the current emissions reduction landscape in the apparel and textile industry and how this flows through to the cotton supply chain. 

Join RaboResearch associate analyst Pia Piggott alongside the global Fresh Produce team to discuss insights from the 2023 Global Produce and Floral Show in California. 

Emma Higgins and Michael Harvey recap the key takeaways from the recently released report Southeast Asian dairy markets – In transition to better times. These dairy markets are in a time of transition as they cycle out of a period of channel disruption, sluggish consumer demand for dairy products, and downstream margin pressure. In the longer term, the region will remain a fierce battleground with room for local brands and traditional export players to expand volumes in a growing market.

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released winter crop production report and dive into Australia’s winter crop forecast and the dynamics influencing global and local grain and oilseed prices. 

What will be the food, energy, and fertiliser impacts of the conflict in Israel? Mike Every, Rabobank's global strategist and geopolitics expert, and Stefan Vogel, General Manager RaboResearch AU/NZ, discuss the current situation's potential impact for farmers. They also consider scenarios for a wider-spreading conflict.