RaboResearch Food & Agribusiness Australia/NZ

Australian lamb is seeing a lift in US import prices. Angus Gidley-Baird speaks with US Rabobank Rural Manager Kyle Brungardt about the US lamb industry, including the dry conditions that are impacting supply and the demand that is driving prices.

First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist for Grains & Oilseeds based in Europe, to delve into the details.

RaboResearch Grain & Oilseed Analysts Cheryl Kalisch Gordon (Australia) and Steve Nicholson (US) discuss the vastly different seasonal conditions of Australia and North America, what the hot temperatures and insufficient rainfall across important grain-growing regions of the US and Canada mean for the pricing outlook, and opportunities for Australian grains this year.

Angus Gidley-Baird chats with Eva Goscik and Justin Sherrard, authors of a recent Rabobank report titled Greenhouse Gas Emissions in Beef Supply Chains, about opportunities to reduce GHG emissions and who might drive this change.

Listen in as Wes Lefroy and Dennis Voznesenski take a look at some interesting things that you might have missed in the headlines recently. In this wide-ranging podcast, we discuss wheat exports, apparel sales, foreign investment – and we even provide a quick review of a new agriculture reality show on Amazon. Enjoy!

Emma Higgins and Cheryl Kalish Gordon discuss whether the winter period can hold the pricing heat for NZ ag commodities.

Prices are good, production prospects are good as we enter FY2022. Cheryl Kalisch Gordon and Angus Gidley-Baird, RaboResearch Senior Analysts in Australia catch up to discuss Aussie Ag’s momentum and if it can be maintained.

In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia. This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Asia

Angus Gidley-Baird joins Michael Harvey to take a look at the hot and new world of milk pricing in Australia.

Local urea prices have been increasing quickly in recent weeks – in some cases rising AUD 50/tonne in one week! Are these price rises justified? Cheryl Kalisch-Gordon and Wes Lefroy discuss.

Angus Gidley-Baird and Dennis Voznesenski discuss what is shaping the commodity price boom and how this is rubbing off on the Australian wool industry.

On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.

Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies in 2020, the reasons why they may be able to hold onto some of these gains as the pandemic recedes, and three levers they are pulling to maximise their chances of success.

Emma Higgins and Mick Harvey discuss the latest dairy market dynamics and forecasts.

In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details.

This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face selling canola to the EU. Dennis Voznesenski, local Grains & Oilseeds Analyst, and Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, and the Black Sea region, look into the details.

For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.

The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowed through their supply chains. Emma Higgins and Michael Harvey take a look at the case.

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.

Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you believe it? The commonality in these different sectors ended up surprising them both.