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 demand for canola looks bright but not straightforward. Global Grain & Oilseed Strategist for Rabobank in St. Louis, US, Steve Nicholson, joins Dennis Voznesenski, Agricultural Analyst in Rabobank’s Sydney office, to discuss the biofuel outlook and whether there have been any significant changes since the beginning of this year.
Join Pia Piggott, Horticulture Associate Analyst, and Gonzalo Salinas, Senior Fresh Produce Analyst, to chat through the outlook for cherry production in the Southern Hemisphere. In this episode we discuss: How the season is looking for Australian cherries Cherry fever in Chile What an early Chinese New Year means for cherry producers Clients can access the full sweet cherry report here.
Join Senior Agricultural Analyst Emma Higgins and Associate Analyst Pia Piggott to chat through the outlook for commodity prices and input costs this October. The October monthly report can be accessed here.
Parts of Australia will see farmers reap record or near-record crops, while other parts will see farmers heartbroken by yield, volume, and quality downgrades due to excessive rains, washed out fields, and unharvestable crops. Agricultural analyst Dennis Voznesenski and General Manager for RaboResearch Australia & New Zealand Stefan Vogel dive into the significantly varying 2022/23 winter crop results across the nation and look into expectations for farm inputs and crop prices, as well as how farmers are preparing for the next crop.
The Oceania milk production seasons are about to get into full swing as the spring flush approaches. Michael Harvey and Emma Higgins take a look at production expectations to see if there is a spring in the step.
The US beef industry continues to liquidate cows. What does this mean for Australia and New Zealand? Angus Gidley-Baird and Genevieve Steven chat with US analyst Lance Zimmerman to find out.
The Australian cropping sector continues to enjoy good prices and mostly excellent production prospects for 2022/23. Cheryl Kalisch Gordon joins Dennis Voznesenski to discuss what’s next, whether prices will revert to average ranges at some stage, as well as the current outlook for commodity prices, production, farm inputs, and ultimately farm margins.
What happens in the Chinese pork market has implications for the rest of the world, as China is the biggest producer, consumer, and importer of pork in the world. Angus Gidley-Baird speaks to Chenjun Pan about her new report and what this means for Australian pork and other protein producers.
Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, joins Senior Commodities Analyst Cheryl Kalisch Gordon to discuss Australian farmland value developments, key drivers of the extraordinary growth seen recently, and whether the strength will continue in the coming years. What are the key drivers of farmland values? And how will rising interest rates and heightened farm input costs impact future farmland values?
Join Agriculture Analyst Genevieve Steven and Senior Agriculture Analyst Emma Higgins to chat through the outlook for commodity prices and input costs this spring.
The wool market is facing some strong headwinds due to a culmination of slowing economic conditions in key end markets, rising interest rates and risks of recurring lockdowns in China. Agricultural analyst, Dennis Voznesenski, is joined by Angus Gidley Baird, to discuss what the implications are for the wool industry.
New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank’s Animal Protein Analyst for South America.
Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you’ll be in for some surprises.
Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more fascinating periods for food markets. To discuss why, Emma Higgins and Michael Harvey look at what we learned from the latest earning season.
Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Global Grains & Oilseeds Strategist Steve Nicholson from Saint Louis. Together, they discuss the fundamental changes happening in geopolitics and grains worldwide, and consider what that actually means for Australian growers.
