Synopsis
Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
Episodes
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Investing to Farm Under New Environmental Reforms
22/03/2020 Duration: 19minBlake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.
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NZ Dairy Land Values: Afloat but Drifting Sideways
19/03/2020 Duration: 23minEmma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.
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Shanghai Talking – A Local View of China’s Recovery From Coronavirus
18/03/2020 Duration: 26minSandy Chen, Rabobank’s Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.
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Cotton and the Coronavirus
10/03/2020 Duration: 19minCoronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer, there is a substantial link between coronavirus and the Australian cotton industry. Angus Gidley-Baird and Charlie Clack investigate.
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Coronavirus Plants Ag-Chem Concerns Ahead of the Winter Crop
04/03/2020 Duration: 16minCoronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and Cheryl Kalisch-Gordon discuss where some pressure points may lie ahead of crop planting.
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What Brexit Could Mean for Global Sugar
01/03/2020 Duration: 15minBrexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world’s major sugar exporters.
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New Directions for Australian Barley
27/02/2020 Duration: 18minThere is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to find out where the pluses and minuses for pricing will be. Looking further ahead, they discuss how important new barley market access to Indonesia and India will be for Australian barley export prospects.
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What Will NZ Sheep and Beef Prices Do in 2020?
24/02/2020 Duration: 16minBlake Holgate and Emma Higgins discuss what returns NZ sheep and beef farmers should expect to see in 2020, including the impact of coronavirus on the pricing outlook.
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EU 2020 Milk Peak – a Problem for Global Markets?
20/02/2020 Duration: 16minWith EU milk production growing again, and the season peak around the corner, Michael Harvey Talks with Richard Scheper about what to expect for EU milk production in 2020.
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Indonesian Live Cattle Trade: Balancing Pressures in Australia and Indonesia
17/02/2020 Duration: 18minWith trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.
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Complexity in the New Year for European Wine Markets
11/02/2020 Duration: 19minMaria Castroviejo and Hayden Higgins discuss the recent European vintage and pending Brexit (again), along with the new raft of US tariffs on European wines and their possible implications. These scenarios present challenges for some and, perhaps, opportunities for others.
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An Island of Profitability in a Difficult World
10/02/2020 Duration: 15minTim Hunt and Blake Holgate discuss the outlook for NZ agriculture in 2020 and why it looks better than many other regions of the world.
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Is Sugar's Sweet Start to 2020 Here to Stay?
09/02/2020 Duration: 18minSugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins Charlie Clack to outline the reasons, risks, and outlook for the year ahead.
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Coronavirus: How Worried Should We Be?
06/02/2020 Duration: 19minTim Hunt and Michael Harvey explore the current and potential impacts of coronavirus on Australia and New Zealand's F&A industries.
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What Will 2020 Bring for Australian Farmers?
05/02/2020 Duration: 19minTim Hunt and Charlie Clack discuss why Australian production may face a multi-year recovery and how prices will help ease the pain.
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What’s Ahead for NZ Dairy in 2020?
02/02/2020 Duration: 17minEmma Higgins and Blake Holgate discuss some of the challenges and opportunities for New Zealand dairy farmers in 2020.
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Global Fertiliser Outlook: Swamped with Supply
30/01/2020 Duration: 20minWill fertiliser prices remain favourable for farmers during 2020? Sydney-based analyst Wes Lefroy is joined by his fellow farm inputs colleague from São Paulo, Matheus Almeida, to discuss our expectations for prices during 2020 and highlight some key factors to watch.
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Worry Walls, Kabuki Theater, and Nothing Burgers
15/01/2020 Duration: 25minWhat does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for this year.
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Australian Dairy: Taking Comfort in a Stable Market Outlook
09/01/2020 Duration: 18minThere have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the sector.
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Overshot and Undershot: Unlocking Opportunities to Buy Australian Cropping Land
07/01/2020 Duration: 17minOver the past five years, limitations, such as a significant decline in the number of properties on the market and increased demand from family farms and investors, have made it harder to purchase the right property at the right price. In our latest ag land podcast, Wes Lefroy and Charlie Clack discuss how interregional purchases are becoming a more attractive option for farmers looking to expand. You can read the recently released report here.