RaboResearch Food & Agribusiness Australia/NZ

Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.

The EU, Australia’s largest canola export destination, is on track for a future wherein sustainability and chemical use are even more heavily regulated. How will this affect canola markets, and what will be the impacts on Australian exports? Rabobank’s Stefan Vogel, Global Grains & Oilseeds Strategist, and Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, delve into the details.

Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz. 

What will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in which we look over the horizon to what the next five to ten years might hold for global canola trade.

Low cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.

Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Every, Global Strategist for Economics and Markets, delve into the details.

The last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Australia & New Zealand, delve into the details.

Steve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.

Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.

Emma Higgins and Michael Harvey discuss the central factors that will determine what the pursuit of history looks like for Australian dairy ahead of the 2021/22 season and whether it is achievable.

Farmers are acquiring their nitrogen as we head into the winter season in the southern hemisphere. Does urea face the same price and supply pressures as phosphate? Sydney-based senior farm inputs analyst Wes Lefroy is joined by Sao Paulo-based global fertiliser research lead Matheus Almeida to discuss what has been driving the market and where global urea prices are likely to head from here.

Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.

Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.

After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead. This episode also appears on our sister podcast RaboResearch Agri Commodities

Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.

Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?

Ethanol production capacity in Asia – particularly in India and Thailand – has the potential to divert cane processing away from sugar production. Wes Lefroy and Charlie Clack dissect the subject, highlighting the possible implications for Australian cane growers.

Michael Harvey and Tim Hunt pick through the results of companies like Nestlé, Danone, Unilever, and McDonald's. They assess the pace of recovery in top line sales, whether channel distortion is waning, and the return of sustainability to centre stage.

Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that into action.

In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of whether farmers will get their phosphate this season and if it's time to rethink when they buy inputs.