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:
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA’s recent rain and how this fits with the context of the very dry outlook for eastern Australia and what this will mean for local and global pricing outlooks for wheat and canola.
Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigger stronger expectations around profitability and milk pricing in 2018/19? Tim Hunt and Michael Harvey explore the situation.
The commissioning of the first commercial Dexa technology facilities at the Teys plant will be the catalyst for how we market cattle.
Blake Holgate catches up with US-based Senior Animal Protein Analyst Don Close to discuss the likelihood that continued drought conditions will lead to some degree of forced liquidation of the US cow herd, and the potential impact this would have on NZ beef prices. Don also explains how US farmers manage the cattle disease Mycoplasma bovis, which has been present in their herd for over 20 years
Commodity Analysts Georgia Twomey and Charlie Clack discuss the current cotton market strength, what has been driving the price so far in 2018 and what factors to keep an eye out for in the coming months. Beyond this, some early thoughts on the 2018/19 season are discussed, both globally and in terms of the potential impact for Australian growers.
The cotton industry leads the way for adoption of AgTech. In this episode, Wes Lefroy and Georgia Twomey discuss what has driven uptake within the cotton industry. What can Grains and Livestock farmers learn from this?
Hayden Higgins, Senior Horticulture Analyst in Australia, and Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, discuss the Australian and US Almond sectors: What’s been happening over 2017 and 2018 for Almond crop volumes and exports, the impact of the big freeze in California on Almond supply, changing land use in California and expansion of Almond plantings in both Australia and California, the US and China Trade Dispute and what all this means for the industry.
The new 2018/19 season looks set to shape up as a triple treat for New Zealand dairy farmers. Emma Higgins addresses what the 2018/19 season might hold for farmgate milk prices, input costs, and what national production might look like for the new season.
Commodity analyst Georgia Twomey discusses the increasing exposure for Australian sugar and cotton growers to both local and global sustainability accreditation schemes with Blake Holgate, RaboResearch’s New Zealand-based sustainability analyst. What’s driving farmers to sign up and where are they likely to find value in being involved?
What China’s retaliation means for Ag in Australia. Tim Hunt and Cheryl Kalisch Gordon dig in.
Drones have no doubt been one of the most popular technologies in agriculture, however are facing some challenges. Wes Lefroy is joined by Michael Harvey to discuss the wave of hype and the value proposition of drones.
Anzac Day is just around the corner—a pivotal marker in many Australian winter crop planting programs. Toby Mendl, Rabobank’s Regional Manager for Central NSW joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to give you Rabobank's view on seasonal conditions and the price outlook for wheat, canola, barley and pulse markets this year.
As the 2017/18 season winds down, we shift our focus to the new season. Milk pricing, competition, seasonal conditions, budgeting and planning: how are things shaping up in the year ahead?
The amount of data being generated on the farm has never been higher—but how can you analyse it? In this latest Tuesday Tech Talk, Wes Lefroy and Cheryl Kalisch Gordon discuss artificial intelligence and its role in decision-making on the farm.
With the wet season drawing to a close, Angus Gidley-Baird speaks with regional manager Barry Gerschwitz about the recent NTCA conference and the live cattle market.
