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 Angus Gidley-Baird, Senior Animal Protein Analyst, and Pia Piggott, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Angus and Pia will unpack the future role of technology in sustainable supply chains.
Join Emma Higgins, Senior Analyst, and Ben Picton, Senior Market Strategist, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Emma and Ben will dive into the key macroeconomic trends for 2023.
Join Stefan Vogel, Regional Manager RaboResearch Australia and New Zealand, and Edward McGeoch, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Stefan and Ed will set the scene for the day and explain what F2F is, and what sessions listeners can look forward to.
After two years of softening almond prices, market conditions have improved, and prices are starting to recover. Join horticulture and sugar analyst Pia Piggott and senior fresh produce analyst David Magana as they discuss developments in the almond industry. In this episode, Pia and David explore: What caused record inventory levels of almonds last year? How will the wet California winter impact this season's production? What macroeconomic factors will impact almond prices this year?
Emma Higgins and Michael Harvey discuss the latest headline insights from the March 2023 Global Dairy Quarterly report.
Join Genevieve Steven, Agriculture Analyst based in New Zealand, and Ed McGeoch, Associate Analyst based in Sydney, to reflect on 2022 and look ahead to what 2023 has in store for the wool industry. This episode was recorded 7 March 2023.
Join Stefan Vogel, General Manager of RaboResearch for Australia & New Zealand, as he talks with Harry Smit, Senior Analyst for Rabobank in the Netherlands, to discuss why farmers in the Netherlands are protesting, what ambitious changes the Dutch government is planning to implement, and how this might lead to a reduction in Dutch livestock inventories. They also discuss the different impacts farmers will face, depending on the region where they farm, and what Oceania can learn from those changes.
Join RaboResearch Senior Analyst Emma Higgins and Senior Strategist Ben Picton as they discuss the immediate and longer-term effects of Cyclone Gabrielle. Together, they look at the impact on food production, the outlook for prices, what the likely cleanup costs will be, and how this might affect the Reserve Bank of New Zealand's thinking on interest rates.
Angus Gidley-Baird chats with Georgia Twomey, Rural Manager in Wagga, about the current supply of lambs entering the market and the implications these might have for prices over the coming months.
Michael Harvey, Senior Analyst, is joined by Lachlan Monsbourgh, Agricultural and Environmental Lead – Global Rural, to reflect on his session and presentation at the Australian Dairy Conference on the theme of carbon in the dairy supply chain.
Jan Lambregts, Head of RaboResearch Global Economics & Markets, discusses some of the highlights of his top 10 global themes, which he will present at Rabobank’s Farm2Fork Summit in Sydney on March 23, 2023. Listeners might have guessed that inflation, energy, and geopolitics made the cut for this podcast, but some less obvious topics have also been covered, including artificial intelligence.
Emma Higgins and Michael Harvey have a look at the drinking milk category, which remains a strategic pillar for the Australian dairy value chain and has moved from a discount product to an overall improved performer.
More interest rate hikes are expected in Australia and New Zealand, as inflation numbers are not coming down as quickly as desired. RaboResearch General Manager Stefan Vogel discusses with Ben Picton, Economic Strategist for Australia and New Zealand and the newest addition to the research team, the outlook for rate hikes, when they will come and how high they will be, as well as the impact on both the Australian and New Zealand dollar.
The New Zealand Agribusiness Outlook for 2023 has been released! Join Emma Higgins, Senior Agriculture Analyst, and Genevieve Steven, Agriculture Analyst, to dive into the outlook for key commodities and the four ‘wildcards’ that they think will shape the agriculture industry’s success in 2023.
Join Vitor Pistoia, Rabobank’s Sydney-based farm inputs analyst, and Dennis Voznesenski, grains & oilseeds analyst, to discuss the 2023 outlook for fertilisers and G&O. Listeners can learn more about these and other sectors in our recently published Australia Agribusiness Outlook 2023.
