RaboResearch Food & Agribusiness Australia/NZ

Amid students marching for climate change action, Michael Harvey and Tim Hunt discuss a revolution when it comes to the role companies in our society are playing... along with the implications this is having for farmer suppliers.   Listen to "The Revolution Will Not Be Televised" by Gil Scott-Heron

Much like their Australian counterparts, US crop farmers have also been challenged by weather this season – albeit on the opposite end of the scale. Straight from the RaboResearch studio in St. Louis, Wes Lefroy joins regulars Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker to discuss the latest issues facing both US and Australian crop farmers.

After India’s latest announcement over 2019/20 export subsidies, the global stage is set for next season’s sugar trade flows. Charlie Clack joins Dennis Voznesenski to talk sugar, toothless monsters, and unruly next-door neighbours.

Since 2008, China’s wine market has been the fastest growing market globally. It appears to be slowing down thanks to a variety of factors, but Rabobank believes this to be a temporary phenomenon. China is expected to remain an attractive export market moving forward, though the competitive landscape for both foreign and domestic wine companies continues to evolve. Tim Hunt and Hayden Higgins discuss what is influencing this current change and identify the drivers for future growth in China as well as risks faced by exporters.

Worth an estimated AUD 227bn, global seafood trade is feeling the impact of the US-China trade war, but what does this mean for Australia’s AUD 3.5bn seafood trade exposure? Angus Gidley-Baird speaks with Gorjan Nikolik, Rabobank’s senior analyst on seafood.

Ag land prices were on fire during 2018... but will land-price growth continue to defy the drought? Join Wes Lefroy, author of our recent Rabobank Land Price Outlook, and GM for RaboResearch AU & NZ, Tim Hunt, as they discuss the outlook for land prices for the coming 18 months. Missed our report? Please catch up here.

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch’s latest Transpacific podcast.

Angus Gidley-Baird joins Wes Lefroy to discuss his latest report — a look at opportunities for growth in Australia’s grain-fed beef sector, including the possibility of tripling grain-fed beef exports to China.

This time around, we give you an update on the latest iteration of the US-China trade war: Why is there is risk for NZ businesses? And just where do strategic opportunities lie in the midst of all of this chaos? Emma Higgins, dairy analyst for New Zealand, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.

Our much-anticipated annual Global Dairy Top 20 is here! Emma Higgins and Michael Harvey take you on a quick tour of global dairy, shedding light on who the biggest movers and shakers are for 2019.

In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local supply picture and at how dairy consumption is tracking amid a weaker economic backdrop. This episode was also published on our sister podcast focused on Asian F&A: RaboResearch F&A Asia

What happens when the world’s largest economies battle it out – and what does this mean for global grain markets and for Australia’s grain export prospects going forward? Join Cheryl Kalisch Gordon and Wes Lefroy for the latest outlook for grains in the escalating US-China trade war.

What will beef prices do over the remainder of 2019? In the second and final part of our series focusing on NZ’s red meat outlook for the second half of 2019, Blake Holgate and Hayden Higgins discuss the key factors that will drive beef returns over the coming months.

There is never a dull moment in Australian dairy! Tim Hunt and Michael Harvey take a close look at what is underpinning milk prices, from the retail shelves and farmgate to global markets.

Feedlotting lamb is becoming more popular. Angus Gidley-Baird and Brian Samson look at the fundamentals in the Australian lamb sector to identify if there are possibilities for growth.

With crushing in full swing, the domestic harvest brings to light the topic of marketing in a tough environment. Wes Lefroy and Charlie Clack discuss Rabobank’s latest outlook and where there could be opportunities for growers.

Emma Higgins and Blake Holgate discuss where the EU-NZ FTA negotiation process is currently at, and what some opportunities and concessions might look like for New Zealand's dairy industry.

What does the second half of 2019 have in store for New Zealand sheepmeat prices? In part one of this two-part series focusing on New Zealand’s red meat outlook for the remainder of 2019, Blake Holgate & Emma Higgins discuss whether sheepmeat prices will be able to match last year's record levels. Part two, the outlook for New Zealand beef, will be released late July.

What can McDonald’s teach us about a social licence to operate? Tim Hunt and Wes Lefroy explore the company’s surprising history; the way it tackled waste, obesity, deforestation, and animal welfare; and the lessons for farmers and food companies facing the same challenges today. Grinding It Out: The Making of McDonald's – Ray Kroc (on Amazon) The Battle to Do Good: Inside McDonald's Sustainability Journey – Bob Langert (on Amazon)

An analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still heading towards a difficult end game for Australian and NZ agriculture. Tim Hunt, Head of RaboResearch in Australia and NZ, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.