RaboResearch Food & Agribusiness Australia/New Zealand

RaboResearch sustainability analyst Blake Holgate examines how forestry land is currently treated within the NZ emissions trading scheme – and discusses how proposed changes to the scheme could create new opportunities for those considering planting new forests or registering existing forests.

A major squeeze on dairy farm margins will see national production fall to two-decade lows. Michael Harvey and Tim Hunt explore the forces behind this, the outlook for margins moving forward, while dissecting the implications for supply chains.

Would you like a side of data with that? In our latest episode of Tech Talk, Wes Lefroy is joined by Paula Savanti, New York-based Senior Analyst for Consumer Foods. How are restaurants implementing data into marketing... and how does this affect their strategic and operational decisions? And what lessons can farmers learn?

The European floriculture sector has always played a leading role in global floriculture and brings some good insights for sector participants from across the globe. RaboResearch analysts Lambert van Horen and Hayden Higgins discuss expected growth in global expenditure on flowers and some of the attributes consumers are seeking.

RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian and Canadian pulse supply and exports as well as net south Asia pulse demand feature alongside a discussion on recent developments in India.

The dislocation between the local community that sets environmental standards for NZ dairy, and its predominantly offshore customer base, creates a unique challenge to monetise rising environmental standards. Emma Higgins (Senior Dairy Analyst) and Tim Hunt (Head of RRFA in Australia and NZ) discuss.

What does 2019 hold for wheat, oilseed, and feedgrain prices? Senior Grain & Oilseed Analyst Cheryl Kalisch Gordon chats to Rabobank Agri Commodity Markets Analyst Charles Clack about global grain & oilseed prices, the role of the ongoing trade war, as well as the El Niño prospects in the outlook and what this means in the context of Australian grains.

Rabobank European Senior Beverages Analyst Maria Castroviejo and Australian Senior Wine and Horticulture Analyst Hayden Higgins discuss the 2018 European wine vintage. They take a look at overall volumes in Europe, in particular for key countries such as France, Italy, and Spain. They also discuss the impact of volumes on prices for bulk wines and premium segments of the market, product placement, and potential profitability implications for the sector.

As we approach the end of the year and the traditionally higher live cattle export season, Angus Gidley-Baird and Trent McIndoe discuss how the current season is looking for cattle supply and what the demand will be from importing countries.

Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasing are all discussed in this latest cotton update.

Tim Hunt, Head of RaboResearch in Australia and NZ, and Wes Lefroy, Agtech analyst, explore what the history of foodtech can tell us about its future.

The Sheep is Back

  RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand. The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.

RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19.

Rabobank Global Strategist Michael Every takes a look at how the trade war has escalated into a cold war and what it might mean for the Food and Agribusiness industries of Australia and New Zealand.