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:
An analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still heading towards a difficult end game for Australian and NZ agriculture. Tim Hunt, Head of RaboResearch in Australia and NZ, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.
Against the backdrop of other glyphosate-related events, Australia’s first glyphosate-related court case was confirmed in June. Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss the potential implications for Australian farmers.
With the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.
How could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins Charlie Clack from St Louis, Missouri.
With Tasmania’s location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising demand for high-quality premium fresh produce and wines. Following the Tasmanian Fruit Growers Conference held in the first week of June 2019, Senior RaboResearch Analysts Cheryl Kalisch Gordon and Hayden Higgins discuss Tasmania’s ability to capitalise on this, as well as how technology will continue to have an increasing ability to add value for horticultural production.
Emma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy outlook report. What is the price direction for commodity markets; and what are the revised milk price forecasts for the new season?
In the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook for plantings, production, exports and pricing this season.
Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both countries.
One of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined by Charlie Clack to discuss what this trend means for the future of farming.
Emma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork production.
Angus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian beef trade with the US.
Charlie Clack joins Cheryl Kalisch Gordon to discuss the outlook for global wheat prices and what Australian farmers can expect in the local market as 2019/20 plays out.
The opportunities forestry presents for NZ landowners varies widely. Blake Holgate and Emma Higgins explore what key considerations landowners should take into account when deciding whether or not to plant trees.
With the Australian cattle herd at a 20-year low, this year’s market will be heavily influenced by seasonal conditions, with strong upside if seasons improve. Angus Gidley-Baird speaks with Wes Lefroy.
Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry there... and what this could mean for Australia going forward.