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 global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.
Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".
The US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, US analyst and author of the recently released US long term beef outlook report.
Production, prices, and lamb weights: All were topics of discussion at a recent event in Cowra. Angus Gidley-Baird chats with Orange Branch manager Toby Mendl.
New Zealand’s wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch’s NZ Animal Protein Analyst Blake Holgate and Commodity Analyst Georgia Twomey discuss the drivers of the New Zealand wool market, how it is paving a different path to the fine wool sector and what to look out for next.
Should we be pursuing greater online sales of seafood into China? Rabobank’s global seafood expert, Gorjan Nikolik, addresses the rapid evolution of internet shopping in China, the advantages if can offer to seafood exports from Australia and New Zealand and some of the challenges entailed.
The amount of new technology available to farmers is growing rapidly, yet increases in profitability are still limited. Wes Lefroy and Angus Gidley-Baird discuss implementing new tech, focusing on our new report, ‘Does Sensor Adoption Make Cents?’
What lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.
The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what’s behind the move and take a look at the market moving forward.
This podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes might mean for F&B companies and the long-term outlook for sugar consumption.
What does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.
Is the future of NZ farmers in the hands of the world’s central bankers? We put Michael Every, Senior Markets Strategist for Rabobank Asia-Pacific, in the hot seat. Tim Hunt asks him why central bankers matter, what they are trying to achieve, and looks at the implications of their success—or failure—for NZ farmers.
What does the future of China’s seafood market mean for Australia and New Zealand? Tim Hunt talks to Rabobank’s global seafood expert, Gorjan Nikolik.
New Zealand sheep farmers often hear about the need for the industry to add value to their lamb export products. What is driving this push for more value-add investment, and what can the industry do to add value?
Changing market forces in Asia and new technologies are creating new implications for Australian growers. Roland Fumasi and Wes Lefroy discuss the changing tide and how Australian farmers should take note.