RaboResearch Food & Agribusiness Australia/New Zealand show

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:

 TPP: It's Alive! (and Good for Australian Grains) | File Type: audio/mpeg | Duration: 16:16

What does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst for RaboResearch, talks to Michael Harvey about the latest developments. And we also take a look at recently announced tariffs, quotas on pulses and wheat exported to India, as well as other developments in grain market access in 2017.

 Wool's Boomtime | File Type: audio/mpeg | Duration: 14:04

Wool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearch Podcast, what factors to watch out for in the new year as to whether these prices can be maintained and where to next for the Australian sheep flock.

 Good Buy Low Prices For Cotton | File Type: audio/mpeg | Duration: 17:05

Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.

 Tuesday Tech Talk: Let's Talk AgTech | File Type: audio/mpeg | Duration: 12:33

The first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.

 China’s 19th Communist Party Congress – What does it mean for F&A? | File Type: audio/mpeg | Duration: 19:30

Asia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.

 You Eat What? Substitute Foods: How Real, and How to Respond | File Type: audio/mpeg | Duration: 21:22

Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond

 Grains & Oilseeds: 7 stories from ‘17 | File Type: audio/mpeg | Duration: 22:22

Harvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.

 China’s Singles Day: What You Need to Know | File Type: audio/mpeg | Duration: 15:54

Sandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends in this complex consumer market.

 Does New Government Equal New Direction for NZ Agriculture? | File Type: audio/mpeg | Duration: 14:09

With policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.

 What's Driving the Growth of the Global Oilseed Market? | File Type: audio/mpeg | Duration: 17:58

Canola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.

 A Test Of Faith For Sugar Producers | File Type: audio/mpeg | Duration: 13:38

The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.

 Crunch Time for the Australia Dairy Industry, October 2017 | File Type: audio/mpeg | Duration: 14:05

The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?

 Is China Still the Big Cheese for New Zealand? | File Type: audio/mpeg | Duration: 09:10

As we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can anticipate this to continue going forward.

 Spilling the Beans... on the US Grains Tour 2017 | File Type: audio/mpeg | Duration: 21:56

12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.

 Transformational Change in the Australian Dairy Supply Chain | File Type: audio/mpeg | Duration: 13:10

The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.

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