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:
Join Genevieve Steven, agriculture analyst for New Zealand, and Angus Gidley-Baird, senior animal protein analyst for Australia, to delve into the key messages of the recently released Global Beef Quarterly. They will discuss why Argentina is currently such an interesting market, as well as how demand is holding up in the US and China and what that could mean for New Zealand and Australian exports.
RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.
Join Dennis Voznesenski and Pia Piggott as they reflect on recent developments in agri commodity markets on the back of Rabobank's recently released report, Agri Commodity Markets Research May 2023: Opposite Directions. Dennis and Pia discuss the renewal of the Black Sea grain deal and record harvests in Brazil and what they mean for Australia's wheat, canola, and barley markets.
Join Angus Gidley-Baird, senior animal protein analyst for Australia, as he speaks with Genevieve Steven, agriculture analyst for New Zealand, to dig into the details of the New Zealand sheep industry, understand why the sheep flock is declining, and get a view on the future outlook.
Global avocado production and trade have expanded at a fast pace over the past decade. Attractive product attributes have driven demand, while profitability has incentivized increased production. In the next few years, avocado trade will continue to grow, but the market will be more competitive, forcing operators to be not only more efficient but also increasingly sustainable. As availability is expected to be steady, consumers will benefit from relatively affordable prices in key markets, increasing the popularity of this super fruit. In this episode, Pia Piggott, associate analyst, speaks with three RaboResearch analysts from around the world to discuss key highlights from their respective region. 03:20: United States and Mexico 11:21: Peru, Chile, and Colombia 16:43: Europe
With cattle prices dropping dramatically since 2022, what does the remainder of 2023 have in store? Angus Gidley-Baird and Edward McGeoch chat through the latest beef seasonal outlook.
With the June 1 deadline approaching for minimum milk price offers from Australian dairy companies, Michael Harvey and Pia Piggott unpack the forecast for minimum offers for new season milk. The good news is Australian dairy producers can look forward to another favourable season in 2023/24.
Join Rabobank’s Vitor Pistoia, Farm Inputs and Land Analyst, and Edward McGeoch, Cotton & Wool Analyst, to discuss the recent farmland value report. Rabobank clients can read the full report by logging onto our website.
A bit of downstream activity in Aussie dairy kickstarted 2023, with retailers buying processing assets and other capacity adjustments. To help unpack what is going on and why and what it means for Aussie dairy farm businesses, Emma Higgins joins forces with Michael Harvey.
Stefan Vogel and Angus Gidley-Baird reflect on Rabobank's Brazil Agribusiness Quarterly Q1 2023 and what it means for Australian beef, grain, and dairy producers. Rabobank clients can log on to our website to read the Brazil Agribusiness Quarterly.
Tight global sugar supply has driven sugar prices up to 11-year highs, and the price outlook is now more dependent on Brazil’s crop delivering on its expectations. Join Horticulture and Sugar Analyst Pia Piggott and Andy Duff, Head of RaboResearch – South America and Global Strategist – Sugar, as they discuss developments in Brazil’s sugar harvest and the global sugar outlook for 2023.
A significant investment in exclusion fencing across his Dalgety property is increasing on-farm productivity and welfare outcomes for fourth-generation farmer Jack Glasson, and others are now following suit.
Join Dennis Voznesenski, Agriculture Analyst, and Vítor Caçula Pistóia, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Dennis and Vitor will share insights into the future of circular economies and wrap up the day!
Join Michael Harvey, Senior Dairy Analyst, and Genevieve Steven, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Michael and Genevieve will highlight some of the latest innovations in food & agri.
Join Dennis Voznesenski, Grains & Oilseeds Analyst, Edward McGeoch, Cotton & Wool Analyst, and Vitor Pistoia, Farm Inputs & Land Values Analyst, to discuss the latest developments across grains & oilseeds, cotton, farm inputs, and agrochemicals. They'll cover all things around the grounds, from current Australian production outlooks to the market factors driving pricing in 2023.
