RaboResearch Food & Agribusiness Australia/NZ

Australia’s 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank’s Cheryl Kalisch Gordon joins Rabobank Western Australia’s Ryan Meldrum and Rabobank Victoria’s Darrin Findlay to discuss how this decision is likely to play out across the country.

Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.

Australia’s long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.

With growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.

Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?

Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.

Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.

Tim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.

Michael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.

A significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.

Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.

Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.

Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.

Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.

How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."

Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.

Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.

Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.

Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.

In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.