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:
Commodity analyst Georgia Twomey and markets specialist Charlie Clack discuss the current price strength in the cotton market. What is driving it and what does it mean in the longer term? To answer these questions, they look at the broader fibre market and some factors beyond price that are making it difficult for cotton to maintain market share.
A look at Australia's domestic lamb market. With January a key month for Australian lamb promotion, Georgia Twomey and Angus Gidley-Baird discuss the features and changes to the market.
Connectivity is a massive issue for regional areas throughout Australia and New Zealand. In this new episode, Wes Lefroy and Angus Gidley Baird discuss how connectivity is advancing, and how farmers can position themselves to take advantage of new technology.
An outcome has finally been reached in the EU with regard to Glyphosate use. Cheryl Kalisch Gordon and Wes Lefroy discuss what this means for future Australian Grain and Oilseeds production and exports.
Blockchain is a digital technology that threatens to change interaction in the F&A Supply Chain from Paddock to Plate. To discuss the implications and possibilities, Wes Lefroy is joined by Cheryl Kalisch Gordon.
Blake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
Australian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector in Europe. These regulatory changes will have far reaching impacts on the global sugar market both in and outside of the EU.
On the eve of Christmas Tim Hunt and Michael Harvey take a look at how the 2017/18 New Zealand season is shaping up, now that the peak has passed. They also have a look at what to expect for global markets through the first half of 2018.
Wes Lefroy is joined by our first global guest on Tuesday Tech Talk, Stefan van Merrienboer, to discuss the latest Ag technologies from Agritechnica, and some of what Australian and NZ farmers can expect to see in the short to medium term.
What does 2018 look like for Australian and New Zealand animal protein markets? Angus Gidley-Baird and Blake Holgate review the 2018 outlook.
After a relatively quiet 2017, there has been some movement of late in fertiliser markets. Mick Harvey is joined by Wes Lefroy to discuss some of this volatility, and what it means for farmers across Australia and New Zealand who are planning their fertiliser purchases for 2018.
It’s time for Episode 2 of Tuesday Tech Talk, and today Wes Lefroy and Tim Hunt talk through the key drivers behind the growth in AgTech use and the key barriers limiting uptake.
Cheryl Kalisch Gordon speaks to Rabobank’s London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilseed prices in 2018 and implications for the Australian grains and oilseeds sector in the coming year.
Murray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled an offer to acquire Murray Goulburn's assets, which will boost cash flow for their suppliers. So what does the completion of the transaction ultimately mean for the Australian dairy supply chain? Tim Hunt and Mick Harvey digest the deal.
Global Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.
