RaboResearch Food & Agribusiness Australia/NZ

2019 marked a big year for the global animal protein market, as the effects of African swine fever rippled throughout the world. Justin Sherrard, Blake Holgate, and Angus Gidley-Baird discuss what will shape animal protein markets in 2020, as well as the outlook for global production and local production in Australia and New Zealand.

Hayden Higgins and Wes Lefroy discuss lessons from Wes's recent trip to Hanover for Agritechnica and their relevance for horticultural businesses. They discuss the practical applications, working examples, and potential market impacts of adopting ag tech in the future.

Contrary to the ‘what goes on tour’ rule, Steve Kelly (Rabobank Regional Manager for WA) and Darrin Findlay (Rabobank Branch Manager for Ballarat in Victoria) join RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to share insights from their recent trip to Argentina and Brazil with 24 Australian Rabobank clients. While there are challenges for grains businesses in both of these South American nations, this conversation picks up on the common ground shared by the southern hemisphere’s largest grain producers, and what strengths sit behind expected South American grain production growth.

Like other areas in Australia, northern WA is also experiencing dry weather. But there are some exciting things happening with water infrastructure and supply chains in the area.

Australia’s persistent drought is set to hit 2019/20 production hard, to the lowest output since the 2007/08 season. Charlie Clack and Dennis Voznesenski talk prospects for cotton, water, and markets in the drought-stricken season to come.

Tighter regulation and changing corporate standards are placing pressure on farmers to reduce carbon emissions. In our final AgriTechnica podcast, Wes Lefroy and Lachlan Monsborough discuss technologies they've seen throughout the week that can assist.

Following the conclusion of Day 4 (Wednesday 13th November, 2019) at AgriTechnica 2019, Lach Monsborough and Wes Lefroy discuss why they think drones will make a comeback, and how they will deliver value.

Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what farmers should consider, with Harry Smit from RaboResearch live from Day 3 of AgriTechnica 2019.

To date, sharing data between platforms has been a barrier to adoption. Following day 2 of Agritechnica, Wes Lefroy and Lach Monsbourgh discuss how data platforms dynamics are changing, bringing flexibility to the farmer.

Emma Higgins and Blake Holgate discuss how New Zealand milk production has been tracking and what farmers might expect over the remainder of the season.

Will you drive a diesel tractor in the future? From Day 1 of Agritechnica in Germany, Wes Lefroy and Lach Monsbourgh discuss why there is a growing case for tractors to be powered by fuels other than diesel, and the growing likelihood you will not be driving them.

Senior Animal Protein Analyst Angus Gidley-Baird and Associate Analyst Dennis Voznesenski discuss the factors behind recent price moves and look into what the future holds for Australian wool prices.

From November 11 -15 RaboResearch Analyst Wes Lefroy, together with Lachlan Monsbourgh will be leading Rabobank's first virtual tour to AgriTechnica in Hannover, Germany. Listen in, as Wes and Lachlan discuss what they expect to see at the world’s leading ag machinery field days, and how you can follow the journey.

Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest.

With Australia and New Zealand's seasonal peaks now over, Tim Hunt and Michael Harvey take a close look at local and global dairy market dynamics.

Australian and US farmers operate in two very different environments, with different resources available to them and serving different markets. Following his recent trip to the US, Wes Lefroy is joined by Charles Clack and Angus Gidley-Baird to discuss their impressions of the differences between the two environments and what Australian farmers can learn from their US counterparts.

Not since 1959 has Australia sent so many of its food & agricultural exports to one market. Tim Hunt and Dennis Voznesenski discuss how we got here, what it means, and how the country might respond.

Blake Holgate and Emma Higgins discuss what proposed freshwater reforms could mean for NZ farmers – and explain how they can have their say.

China has become Australia’s biggest market for sheepmeat and beef exports. To understand what is driving this, Angus Gidley-Baird speaks with RaboResearch’s protein analyst, Chenjun Pan.

Which lessons can Australasian organic fresh produce growers learn from developments in the US market? Horticulture analyst Hayden Higgins and dairy analyst Emma Higgins talk about the markets in both Australia and NZ, covering topics that will be of particular interest to those Australasian growers who are considering expanding from conventional to organic production.