RaboResearch Food & Agribusiness Australia/NZ

Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.

Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.

In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.

Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.

Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.

How do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.

Angus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.

Victor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.

With farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.

In Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.

The time for applying urea is here! Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon joins our Farm Inputs analyst Wes Lefroy to discuss whether the current price points of grains and urea will make applying more urea this season the smarter choice.

How can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.

Although African swine fever (ASF) has taken a backseat to Covid-19 so far this year, it very much continues to result in reduced pork availability in China. Angus Gidley-Baird and Blake Holgate discuss Rabobank’s latest forecast, along with the impact ASF is having on the Australian and New Zealand red meat sectors.

Uncertainty about the impact of Covid-19 has taken the gloss off farmer confidence, but overall, farmers remain upbeat about the year ahead. In our latest podcast, Wes Lefroy is joined by Tim Hunt to discuss the latest results from the Rabobank Rural Confidence Survey.

Blake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.

Prices of Australian Ag land will largely hold firm during 2020. Wes Lefroy and Tim Hunt discuss why Ag land will pass largely unscathed through the Covid-19 economic crisis.

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labour challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.

The underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet.

Driven by a dramatic drop in production, the Australian lamb industry has seen prices remain very strong while many commodities have seen disruption as a result of Covid-19, but are there clouds on the horizon? Angus Gidley-Baird and Charles Clack look at the lamb industry and how it is fairing under Covid-19.

All the hallmarks of an above-average Australian winter cropping season are falling into place. Good opening rains and fast planting progress across New South Wales, Victoria, and South Australia support our forecast for total hectares to be up 95%, 14%, and 12%, respectively, and across Australia as a whole up by 26% YOY. Dennis Voznesenski and Cheryl Kalisch Gordon share their views on the outlook for 2020/21.