RaboResearch Food & Agribusiness Australia/NZ

Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines what benefits can be realised from the increased investment farmers will be required to make in the ethical and sustainable aspects of their farming systems.

Global fertiliser prices have climbed off ten-year lows and, as a result, many farmers will pay higher prices for fertiliser next season. Wes Lefroy is joined by Brazilian-based farm inputs analyst Matheus Almeida to discuss what has caused the market to jump and where will prices head from here.

In this latest Australia & NZ Grains & Oilseeds RaboResearch podcast Georgia Twomey catches up with Senior Grains & Oilseeds Analyst, Cheryl Kalisch Gordon, for a discussion on the topics of conversation on her latest series of client events across Australia.  While the current drought and movement of grain across the country was high on the agenda this was coupled with discussion on the future of Australian grain farming in the face of important global trends.

Events in August and September have renewed focus on the use of glyphosate. In our latest podcast, Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss how these events may impact Australian farmers in the future.

A global view of the sugar market from Rabo Research’s sugar team based in Australia, Asia, EU and Brazil. Find out just what is happening in each of these key markets.

What should Australian wine exporters focus on when repositioning themselves for increased value growth in the US? Rabobank’s Global Strategist – Beverages, Stephen Rannekleiv, and Australian Senior Analyst Hayden Higgins provide us with an overview of Australian production, exports, and key focus areas.

Angus Gidley-Baird and Blake Holgate discuss local beef markets and the current state of the US beef industry.

The implementation of ag technology will bring secondary impacts to both asset values and farm businesses. In this latest tech talk, Wes Lefroy is joined by Tim Hunt to discuss some of these impacts and implications for farmers.

Georgia Twomey, Commodity Analyst, and Drew Hawkins, Senior Relationship Manager and Chair of the Rabobank Cotton Sector Group, discuss the themes and sentiment of the biannual Australian Cotton Conference.

With the backdrop of increasing global cereal prices, and following the implementation of a 25% tariff on US soybean imports by China, Cheryl Kalisch Gordon and Wes Lefroy discuss prospects for Australian oilseeds and whether there is upside in the market for oilseeds, now and into the medium term. 

Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand.  Emma Higgins, Rabobank’s NZ Dairy Analyst, and Cheryl Kalish Gordon, Senio Grains Analyst, discuss.

Tariff walls are rising between China and the US – while the US imposes new sanctions on Russia and Iran, and punishes Turkey. Michael Every brings us up to speed, explains how everything is connected, and why there is at least one silver lining for farmers in Australia and New Zealand.

On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red meat sector can learn from the dairy industry’s experience in China, to enable the sector to best capitalise on the growth opportunities that are available in this complex market.

Tim Hunt and Michael Harvey review Australia’s 2017/18 season and explore whether the recovery in the dairy sector will continue. The team also looks at current weather events globally to digest how it is impacting the global commodity balance.

  Blake Holgate catches up with Rabobank Global Animal Protein Strategist, Justin Sherrard, to discuss what changing global consumer trends mean for New Zealand red meat producers.

The US is Australia’s biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank’s senior animal protein analyst Angus Gidley-Baird speaks with Rabobank’s US-based senior relationship manager Brent Lahman.

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.

Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.

It's almost peak nitrogen application time across Australia and NZ. Wes Lefroy and Emma Higgins catch up on expectations for prices and demand ahead of the spring.

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? Australian Senior Horticulture Analyst Hayden Higgins and US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi compare notes, while also discussing the effects of positive global demand.