RaboResearch Food & Agribusiness Australia/NZ

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. 

What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look like over the next 12 months? Listen in as New York-based Farm Inputs Analyst Sam Taylor speaks with Sydney-based Agricultural Analyst Dennis Voznesenski.

Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: “Are we past peak food inflation yet?”

Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with Chenjun Pan to understand what might be causing this and whether it is likely to continue in the future.

Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving the Australian avocado market. Bumper avocado harvests across Australia have caused a national oversupply, putting significant pressure on tray prices. At the same time, global events have distorted consumer markets and tangled supply chains, with cost headwinds being felt on farms. Over the next five years, Australia will need to navigate a period of ongoing production growth that comes off the back of significant acreage maturing. Against this backdrop, New Zealand, whose exports focus heavily on Australia, is also seeing supply growth, albeit more modest than in Australia.

General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and challenges faced by our neighbors in Southeast Asia as the global grains industry moves towards its sustainability goals. In the process, they talk about the key sources of on-farm emissions and the opportunities for developing technology to reduce those emissions.

Covid-driven labor shortages and port congestion quickly drove freight rates higher last year. What is the way forward, and how quickly (if at all) will freight rates get cheaper? More importantly, when will supply chains overcome the bottlenecks and restore reliability to container shipping? Tune in as RaboResearch Supply Chains Analyst Viet Nguyen joins Stefan Vogel, General Manager for RaboResearch – Australia & New Zealand, to discuss the insights from his recently released report on global ocean freight and the impact on Australian and New Zealand food & agri sectors.

Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics driving global and local markets.

Angus Gidley-Baird speaks with RaboResearch Seafood Analyst Novel Sharma about what has changed in global seafood markets since Covid and which markets are growing.

RaboResearch’s Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisch Gordon. Together they discuss the global and Australian pricing outlook, including when volatility is likely to hit.

Join Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Proteins Analyst for Australia, as they walk through Rabobank’s latest Global Beef Quarterly report and discuss progress in the carbon-neutral product space.

Join New Zealand-based agriculture analysts Emma Higgins and Genevieve Steven to discuss the June Agribusiness Monthly Report and take a closer look at commodity prices, input costs, and FX.

Angus Gidley-Baird and Genevieve Steven discuss what is going on in the New Zealand and Australian lamb industries. Together, they review how production is shaping up, what is happening in export markets, and what this might mean for prices.

Global hopes are that Australia can deliver a hat-trick of great grain & oilseed production in 2022/23, and local hopes are on a hat-trick to secure good margins in a high input cost world. Cheryl Kalisch Gordon and Dennis Voznesenski discuss their just-released report on crop-planting expectations, their thoughts on production, and where they see global and local prices over the coming year. 

Emma Higgins and Michael Harvey take a closer look at the key messages from the annual New Zealand dairy seasonal outlook.

Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.