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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Tech Talk: What Farm2Fork Told Us About the Future of the Farm
10/04/2019 Duration: 21minOver 1,300 farmers and other industry stakeholders attended this year’s Farm2Fork event on Cockatoo Island in Sydney. The reason: to celebrate innovation in agriculture. Charlie Clack is joined by Wes Lefroy to discuss his key learnings – and in particular what Farm2Fork told us about the future of the farm. For an in-depth summary and highlights of all things Farm2Fork, please click here.
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What Happens If Live Sheep Exports Are Banned?
03/04/2019 Duration: 18minIn April 2018, the WA live sheep export industry hit the news. One year on, Phil Edkins and Angus Gidley-Baird discuss the current state of the industry and what options are on the table for the future.
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What Will Trade War Tremors Mean for Australian Grains?
26/03/2019 Duration: 16minAn increasingly tight Australian grain balance sheet since 2017 has so far subdued the effects of the US-China trade war on Australian grain prices, but that would change with good autumn rains. RaboResearch Australia & NZ Head Tim Hunt chats with Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon about the range of impacts we expect, along with implications for Australian grain exports and pricing ahead of 2019 winter crop planting.
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Sugar Price Support at a Snail’s Pace
20/03/2019 Duration: 24minSlowly but surely, the global sugar market is conveying some positive signals… but at a nail biting pace. Andy Duff joins Charlie Clack to talk supplies, subsidies and a slow, but positive, price outlook. This latest podcast follows the release of Rabobank’s Q1 Sugar Quarterly report.
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What Can Frankenstein and the Six Million Dollar Man Teach Us About Science and Food?
12/03/2019 Duration: 13minIn this episode, Wes Lefroy and Tim Hunt explore how consumer acceptance of science in food and farming is shaped by the intentions of those who deploy it.
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Why Echo Chambers Matter in Food & Agribusiness
05/03/2019 Duration: 12minTim Hunt and special guest Alex Tobin (Chief Editor at RaboResearch) explain the impact of social media on group thinking, policy setting, and social licence to operate... and what might be done to counter this.
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What’s Cooking in the EU Food Market?
04/03/2019 Duration: 19minTim Hunt and Cyrille Filott (Global Strategist, Consumer Foods) investigate key trends in the EU market that food companies in Australia and New Zealand need to be aware of – from plant-based foods and RTD coffee, to the rise of retailers as trusted advisers. The podcast also outlines what to expect from the new Rabobank 'Consumer Foods to Go' podcast channel.
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Tech Talk: Let's Be Strategic
27/02/2019 Duration: 12minThe big hype and lack of immediate on-farm value has left some farmers disillusioned about new technologies. In our latest Tech Talk, Angus Gidley-Baird is joined by Wes Lefroy to discuss that although some new technologies have yet to offer great operational value, it is critical that farmers maintain technology as part of their long-term strategic planning.
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First-Hand Perspectives of the US Dairy Industry
26/02/2019 Duration: 17minMichael Harvey explores the current US dairy landscape with Global Sector Strategist Mary Ledman. Topics such as trade wars, cheese stocks, and margin pressures continue to dominate the headlines. What lies ahead for US dairy?
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Sustaining New Zealand’s Red Meat Future
25/02/2019 Duration: 17minThe sustainability of red meat production systems is coming under increasing scrutiny, with the recently released EAT-Lancet Commission report calling for a drastic reduction in red meat consumption levels. Blake Holgate and Justin Sherrard discuss the report and other key global sustainability developments, exploring what it means for New Zealand red meat producers.
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Summer Storm Lotto: What Does It Mean for NSW 2019 Winter Crop Prospects?
19/02/2019 Duration: 10minSenior Rural Manager Adam Tomlinson joins Senior G&O Analyst Cheryl Kalisch Gordon to talk about summer 2018/19 rainfall in parts of central NSW – and what it means for 2019 winter cropping prospects... if anything. And with cereals high on the agenda for additional hectares in 2019, we're also taking a look at barley price prospects.
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Feed for Thought
13/02/2019 Duration: 20minGrain and fodder availability is going to be limited in 2019. Angus Gidley-Baird, Cheryl Kalisch Gordon, and Wes Lefroy look at the current fodder availability and what it means for the coming months.
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Discussing the Avocado Dip
11/02/2019 Duration: 20minGlobal avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatility. This occurred in 2018, and it will likely happen more often in the future – despite the still-growing market in Europe. In this episode, Hayden Higgins and Cindy van Rijswick discuss the developments in the European avocado market, along with any similarities with the market in New Zealand and Australia.
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A Silver Lining for Global Cotton
10/02/2019 Duration: 20minWith clouds gathered over the ICE #2 Cotton market, Tim Hunt and Charlie Clack unpick the reasons behind this move lower... and where prices are likely to head from here.
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2019: A Revolutionary Year for NZ Agriculture Regulation?
05/02/2019 Duration: 15minEmma Higgins and Blake Holgate discuss some of the impending regulatory changes set to unfold across 2019 and – where known – their impact on New Zealand farmers.
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What Will 2019 Bring for Australian Agriculture?
03/02/2019 Duration: 13minTim Hunt, Head of RaboResearch Australia/New Zealand, and Michael Harvey, Senior Analyst, explain the rising headwinds and downside risks that will characterise the market in 2019.
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NZ Agriculture Outlook for 2019
03/02/2019 Duration: 15minTim Hunt, Head of Rabo Research Australia/New Zealand, and Analyst Blake Holgate, assess the prospect for a third profitable NZ season and the downside risks that will characterise the market in 2019.
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Fruits of Your Labour in 2019: What’s Changing and What Might Remain the Same?
28/01/2019 Duration: 21minAs we roll into early 2019, sustainability and animal protein analyst Blake Holgate talks with horticulture and wine analyst Hayden Higgins. Together, they take a look at what 2018 brought... along with some of the positives, as well as potential challenges for horticulture and wine in both New Zealand and Australia over 2019.
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New Waves Across Australia’s Organic Dairy Sector
22/01/2019 Duration: 14min2019 is shaping up to be a big year of transition for the organic dairy sector. Michael Harvey and Michael Napier explore the changing landscape of the Australian organic dairy industry. This includes taking a closer look at the push-and-pull factors supporting dairy farm conversion... and, importantly, what are the key considerations?
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The Trade War Is Slowing... But So Are Key Economies
17/01/2019 Duration: 19minMichael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the slowdown in the trade war is just temporary. And what about the broader mounting and disconcerting risks regarding economic growth in China and the US?