Synopsis
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 own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
Episodes
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Recovery Underway: Australia’s Beef Seasonal Outlook
12/05/2022 Duration: 21minAustralia’s beef recovery is underway, but limitations in the supply chain will hinder the recovery from reaching its full potential. Dennis Voznesenski talks with Angus Gidley-Baird about this and all other things beef from the 2022 Rabobank Beef Seasonal Outlook.
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Australian Dairy 2022/23 Outlook: Be Confident, but Beware
11/05/2022 Duration: 13minEmma Higgins and Michael Harvey take a closer look at the key messages from the annual Australian dairy seasonal outlook.
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US Cow Liquidation: How Big Is It?
01/05/2022 Duration: 20minIn 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cattle prices in 2014 despite drought conditions. Angus Gidley-Baird speaks with US analyst Don Close about whether we are about to experience the same thing.
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What's the Impact of China's Lockdown Wave?
28/04/2022 Duration: 10minWhat’s the impact of the strict lockdown wave moving across China on logistics, grain markets, dairy, and livestock? Join General Manager of RaboResearch in Australia & New Zealand, Stefan Vogel, and Dennis Voznesenski, Agricultural Analyst, as they delve into the details.
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Who’s Winning With Wool: Australia or New Zealand?
18/04/2022 Duration: 25minIs the wool industry shifting away from China? Who’s doing better: Australia or New Zealand? Are there storm clouds brewing on the horizon for prices? Join Dennis Voznesenski in Sydney and Genevieve Steven in Christchurch to discuss the Australian and New Zealand wool markets. Follow Dennis and Genevieve on Twitter @Voz_Dennis and @gevesteven
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Softer Cotton on the Way
13/04/2022 Duration: 18minCotton prices around the globe are trading at 11-year highs. Even logistics issues are not deterring physical prices from reaching highs, but how long will they be this way? Cheryl Kalisch Gordon joins Wes Lefroy to share her thoughts on what will soften cotton prices and when.
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Could High Fertiliser Prices Create Food Shortages?
12/04/2022 Duration: 16minGlobal fertiliser prices have bounced again, and this time it’s not just farmers who are worried. Consumers too are starting to wonder what will this mean for food prices and availability. Senior Commodities Analyst Cheryl Kalisch Gordon is joined by Wes Lefroy, Senior Farm Inputs Analyst, to examine the relationship between fertiliser prices, crop production, and availability.
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Implications of the Russia-Ukraine War for Fresh Produce Exports
10/04/2022 Duration: 12minIn global trade, Russia is a large importer of fresh produce. To look at the direct and indirect impacts of the conflict in Europe on the sector and address the question of whether Australia’s horticulture sector should be concerned, Michael Harvey enlists the expertise of Cindy van Rijswick, Rabobank's Global Strategist – Fresh Produce.
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Top 10 Global Economic Trends for Farmers To Watch
28/03/2022 Duration: 21minThe war in Ukraine has taken center stage as a key market factor, but there are several other key trends to watch. That’s what Jan Lambregts, Rabobank's London-based Head of Global Economics & Markets Research, discusses with Stefan Vogel, General Manager RaboResearch Australia & New Zealand, during his visiting expert tour to Australia.
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Topics From the Truck – Grains & Livestock, March 2022
22/03/2022 Duration: 24minWhat are livestock and grain farmers most interested in at the moment? Senior RaboResearch Analysts Angus Gidley-Baird and Cheryl Kalisch Gordon share the big questions from the floor of Rabobank's recent RaboTruck client events held in central NSW.
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Australia’s Food Market – Two Years On
20/03/2022 Duration: 20minAfter a pandemic-driven rollercoaster ride over the past two years has Australia’s domestic food market found a new normal? Or, are there some twist and turns to come? Michael Harvey and Wes Lefroy discuss this as we mark the two-year anniversary of Covid disorder.
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Urea Price Halfpipe
15/03/2022 Duration: 15minWhile global urea prices were starting to show some respite, Russia’s invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon is joined by Wes Lefroy to dissect the market and discuss the implications this war holds for Australian farmers looking to purchase urea ahead of the winter.
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Impact of the Ukraine-Russia Conflict on New Zealand Farmers
14/03/2022 Duration: 16minEmma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.
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Farmers to the Emissions Rescue! But What’s in It for Them? (Part B)
02/03/2022 Duration: 17minAll eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski in the second half of this two-episode podcast.
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Farmers to the Emissions Rescue! But What’s in It for Them? (Part A)
28/02/2022 Duration: 24minAll eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski.
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When Black Sea Wheat Is Caught in Conflict: 1914 vs. Present
24/02/2022 Duration: 18minIn October 1914 the world lost all access to Black Sea wheat exports. What happened? Prices rose… a lot. What are the similarities and differences between then and now? Join Agricultural Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon as they help you navigate the Black Sea crisis.
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Key Themes That Will Shape Global Dairy Markets in 2022
20/02/2022 Duration: 17minMichael Harvey and Emma Higgins are back to unpack the major themes that will shape global dairy markets in 2022.
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Drought in the Americas Might Upset the Canola Bears
16/02/2022 Duration: 15minWhat do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
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Cotton Wool Tips for 2022
15/02/2022 Duration: 18minJoin Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What’s going to happen to prices and production, and what are some factors that may throw the outlook out the window? Listen to find out. For more details, download the 2022 outlook.
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Racking up the Global Lamb Market for 2022
09/02/2022 Duration: 22minAngus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand’s major lamb export destinations.