RaboResearch Food & Agribusiness Australia/NZ
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RaboResearch Food & Agribusiness Australia/NZ
Rabobank's RaboResearch Food & Agribusiness team has 90 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 o...
Episodi recenti
698 episodi
Refocusing China’s pork industry
With production reaching a peak, China’s pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with...
Will the EU's carbon tax on fertilizers have any impact on Australia?
Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Borde...
Brazilian cotton tour rundown
RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and...
Into the swing of spring in New Zealand
Emma Higgins and Jen Corkran unpack the latest trends in New Zealand’s agricultural markets, from record beef and lamb prices to global dairy supply p...
September RBA decision: Deconstructing the outlook for the cash rate
Join Pia Piggott and Ben Picton as they delve into the RBA’s September cash rate decision. What is on the horizon for the Aussie economy, and what cou...
Australian wool prices push higher
Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul J...
East Meets West: 2025 grain knowledge tour in Western Australia
In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Manag...
New Zealand fourth quarter interest rate outlook
Join Jen Corkran and Ben Picton as they take a look at what’s happening in the New Zealand economy and discuss the outlook for interest rates and the...
Navigating wheat markets: Is a price tailwind on the horizon?
Join RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive into...
Global dairy outlook: Milk supply gaining momentum
Milk supply fundamentals have subtly shifted, challenging the market’s balance. Emma Higgins and Michael Harvey take a look at the global dairy market...
What the bull-selling season is revealing about the markets
In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaug...
New Zealand agribusiness monthly | September 2025 | Surging prices for spring
Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month’s agribusiness mont...
East meets West: Insights from the Western Australia sheep and wool tour
Join RaboResearch’s Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpack...
Australian sheep markets breaking records
Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gid...
Turning clouds: Rainfall boosts confidence, with an above-average Australian crop likely for 2025/26
Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia’s grain crop and examine the direc...
What’s driving the US beef market: firm demand, high supplies, and strong imports
With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen...
Cracking the protein puzzle in Chinese dairy
China’s dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the chang...
Waste deep – what fast fashion means for natural fibre demand
Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion an...
Australian 2025/26 winter crop and cotton area intentions face a seasonal shift
Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic co...
US biofuel mandates and global oilseed markets: a geopolitical deep dive
Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and me...
RBA and RBNZ July interest rates review
Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in...
Australian economic statecraft: Old ideas for a new era
Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what...
Global avocado outlook: Growth regions and shifting trade flows
Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets.
RaboResearch Disclaime...
The Grand Macro Strategy behind US tariffs and military action in Iran
Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry confer...
Oceania milk price signals for 2025/26
Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the globa...
How the Middle East conflict is impacting urea prices in Australia and New Zealand
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating con...
Following the Brahman trail through the Northern Territory – an update on the northern cattle industry
Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats wit...
Keeping a watch on global animal health risks
Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the...
Aussie interest rates: Great expectations?
The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank’s Andrew Walker and Daker Pern as they chat with Senior Market S...
A US dairy perspective on Down Under
In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From d...
A taste of the New Zealand landscape – all the reasons for optimism in 2025
In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recent...
Global wine outlook, consumption challenges, and arising opportunities for New Zealand and Australia
Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Ranneklei...
Australian 2025/26 winter crop outlook: Cropping area, margins, and grain prices
Join Anna Drake and Vitor Pistoia as they unpack Australia’s 2025/26 winter crop outlook, exploring shifting markets, variable growing conditions, and...
US dairy dynamics and ripple effects on Oceanian dairy sectors
US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended dur...
USDA May WASDE – What is in it, and what does it mean for Australian farmers?
Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to th...
Angus talking Angus: Update on the beef market from World Angus Forum's expo
Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Dun...
Australian farmland price outlook 2025
Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for...
What tight urea supplies mean for global prices and Australian farmers
Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing u...
Easter lamb feast – Australian and New Zealand lamb market update
Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the comi...
What will mandatory climate disclosures mean for Australian agriculture?
Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture.
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