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:
The sustainability of red meat production systems is coming under increasing scrutiny, with the recently released EAT-Lancet Commission report calling for a drastic reduction in red meat consumption levels. Blake Holgate and Justin Sherrard discuss the report and other key global sustainability developments, exploring what it means for New Zealand red meat producers.
Senior Rural Manager Adam Tomlinson joins Senior G&O Analyst Cheryl Kalisch Gordon to talk about summer 2018/19 rainfall in parts of central NSW – and what it means for 2019 winter cropping prospects... if anything. And with cereals high on the agenda for additional hectares in 2019, we're also taking a look at barley price prospects.
Grain and fodder availability is going to be limited in 2019. Angus Gidley-Baird, Cheryl Kalisch Gordon, and Wes Lefroy look at the current fodder availability and what it means for the coming months.
Global avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatility. This occurred in 2018, and it will likely happen more often in the future – despite the still-growing market in Europe. In this episode, Hayden Higgins and Cindy van Rijswick discuss the developments in the European avocado market, along with any similarities with the market in New Zealand and Australia.
With clouds gathered over the ICE #2 Cotton market, Tim Hunt and Charlie Clack unpick the reasons behind this move lower... and where prices are likely to head from here.
Emma Higgins and Blake Holgate discuss some of the impending regulatory changes set to unfold across 2019 and – where known – their impact on New Zealand farmers.
Tim Hunt, Head of RaboResearch Australia/New Zealand, and Michael Harvey, Senior Analyst, explain the rising headwinds and downside risks that will characterise the market in 2019.
Tim Hunt, Head of Rabo Research Australia/New Zealand, and Analyst Blake Holgate, assess the prospect for a third profitable NZ season and the downside risks that will characterise the market in 2019.
As we roll into early 2019, sustainability and animal protein analyst Blake Holgate talks with horticulture and wine analyst Hayden Higgins. Together, they take a look at what 2018 brought... along with some of the positives, as well as potential challenges for horticulture and wine in both New Zealand and Australia over 2019.
2019 is shaping up to be a big year of transition for the organic dairy sector. Michael Harvey and Michael Napier explore the changing landscape of the Australian organic dairy industry. This includes taking a closer look at the push-and-pull factors supporting dairy farm conversion... and, importantly, what are the key considerations?
Michael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the slowdown in the trade war is just temporary. And what about the broader mounting and disconcerting risks regarding economic growth in China and the US?
How can Australian grain remain competitive globally? Bulk network rationalisation was employed in the past, to achieve efficiencies – but this has consequences as to how grain producers pursue profitability into the future. Cheryl Kalisch Gordon joins Wes Lefroy to discuss this in the context of a range of other developments in the Australian grains supply chain. For Cheryl's full report, please click here.
Angus Gidley-Baird and Blake Holgate take a look at RaboResearch's Global Animal Protein Outlook 2019. What will influence Australian and NZ markets in the year ahead?
In 2018, RaboResearch launched its inaugural report on Australian Ag Land Prices, ‘No Summit in Sight’. Cheryl Kalisch Gordon discusses the report with author Wes Lefroy, honing in on the key drivers of land prices across Australia.
Tim Hunt, Head of RaboResearch F&A in Australia and NZ, and Senior Analyst Michael Harvey rank the big events of 2018 and assess their impact in the short and long term.
