RaboResearch Food & Agribusiness Australia/NZ

Following US import restrictions on China’s Xinjiang cotton, and possible future legislation from the EU and UK, Angus Gidley-Baird and Charlie Clack delve into what this could mean for the world’s cotton market. Has fibre provenance now emerged at the heart of sourcing decisions? Or are the impacts for Australian growers more subdued?

Emma Higgins and Michael Harvey kick off the year with a look at what unfolded in 2020 and what is in store in 2021 for the liquid milk export sector.

China has threatened to impede a range of Australian ag exports. Yet in December, Australia shipped over AUD 1bn of food, beverages, and fibre to China. Has China pulled back on its plans, or is there more nuance to this story? Tim Hunt and Dennis Voznesenski answer that one.

The RaboResearch team addresses the outlook for Australian ag, focusing first on cotton and ag land values before trying their hand at answering live questions from the audience on fertiliser prices, pulses, barley, the EYCI, wool, sugar, and China risk for dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 has been released a day after Part 1.

The RaboResearch team addresses the outlook for Australian ag, digging into beef, grains, and dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 will be released a day after Part 1.

Emma Higgins, Blake Holgate, and Tim Hunt explain how NZ agriculture has managed to stay profitable through the worst global economic crisis since the second world war and discuss if this can hold as the year progresses.

2020 saw a near-record winter crop harvest in Australia and trade barriers put up by a key trading partner, so why are Aussie grain prices not lower? Dennis Voznesenski and Wes Lefroy answer this question and give direction on where prices may head in 2021.

Global fertiliser prices have been increasing over the last three months. Will they continue to rise? Farm Inputs analyst Wes Lefroy catches up with Charles Clack to discuss Rabobank’s latest Semi-Annual Global Fertilizer Outlook: Demand Revival.

The Rabobank Rural Commodity Price Index sits at a record high for January, yet the world economy is weak, a bumper local crop was just harvested, and the AUD sits in the high 70s. Tim Hunt and Dennis Voznesenski take on this puzzling equation to explain what’s driving markets for Australian farm products. See the Rabobank Rural Commodity Price Index here

Following the release of Rabobank’s latest Sugar Quarterly report, Wes Lefroy and Charlie Clack discuss the 2020 crush, outline expectations for the coming season and highlight the key risk for markets and prices in 2021.

Half a decade has brought significant change to global dairy trade flows, and the period between 2015 and 2019 has been no exception. Emma Higgins and Michael Harvey discuss how dairy trade flows have really shifted gears.

After the dramatic year that was 2020, what does 2021 have in store for the global meat industry? Blake Holgate and Angus Gidley-Baird chat with global strategist Justin Sherrard. What do we think production volumes will look like? And what are some of the key issues that will affect the industry next year?

How is ag tech going to further support farmers' decisions? Could buying farm inputs online impact the farm? In our final harvest hits episode, Cheryl Kalisch Gordon catches up with Wes Lefroy to discuss the tech we’ll be watching in 2021.

Charlie Clack and Angus Gidley-Baird assess the newly planted 2021 cotton crop, the impact of Chinese trade friction, as well as the domestic price outlook for the year ahead.

2020 saw a bull run in Agri commodities that has defied all expectations. What have been the driving factors, and what does 2021 have in store for grains & oilseeds prices? Dennis Voznesenski catches up with Stefan Vogel, head of Agri Commodity Markets and grains & oilseeds research at Rabobank.

Tim Hunt, Sandy Chen, and Hayden Higgins discuss how e-commerce sales channels for fresh produce in China are changing the pathway to consumers. They discuss how this channel will continue to grow as well as the drivers behind this growth, and provide some food for thought on how to approach.

Livestock demand was the driving force behind high local grain prices over recent years. Given that 2020/21 will bring rain and renewed pasture growth for so many regions, Dennis Voznesenski catches up with Angus Gidley-Baird to assess the feed grain demand outlook for 2020/21 and beyond. 

Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.

Hayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand’s agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.

Now that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.