RaboResearch Food & Agribusiness Australia/NZ

Angus Gidley-Baird and Justin Sherrard take a look at the effect a US-China trade dispute will have on Australian and NZ animal protein.

With east coast grain prices reaching decade highs and domestic basis at record highs in some port zones of Australia, our Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon, and our Senior Animal Proteins Analyst Angus Gidley-Baird discuss the Australian feed grain complex. This discussion includes the drivers of these price highs, an outlook for how long they can be sustained, the outlook for domestic feed grain supply and demand together with prospects for grain imports.

How can New Zealand’s deer industry build on its recent successes and stay ahead of the curve? Our analyst Blake Holgate joins Otago agribusiness manager (and deer farmer) Brent Irving to discuss some of the key takeaways from a recent conference.

Why we revised it upwards, what’s underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank’s NZ Dairy Analyst, steps us through her views.

The world is awash with sugar… and things don’t look to be changing any time soon. From São Paulo, Andy Duff, our Global Sugar Strategist, joins Australian Sugar Analyst Georgia Twomey to discuss Rabobank’s outlook for the market.

What has been driving this extraordinary performance in wool prices and is it set to last? Rabobank Australia’s wool and sheepmeat analysts Georgia Twomey and Angus Gidley-Baird discuss the current dynamics in the Australian wool market.

Why the trade war isn’t over and two uncomfortable truths we have learned from it so far. Michael Every, Senior Asia Pacific Strategist, shares his insights.

The F&A Next conference recently hosted AgTech Investors, Corporates, Farmers and startups from around the globe in Wageningen, the Netherlands. In this AgTech podcast, Wes Lefroy and Harry Smit dissect the key themes from the conference and how they might influence the future of F&A; from farmers to consumers.

A shortage of labour to pick and pack some of NZ’s key export crops has become pronounced across horticulture and viticulture in NZ. Tim Hunt and Hayden Higgins talk about the current situation, how other developed economies are faring and possible future-focussed solutions.

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA’s recent rain and how this fits with the context of the very dry outlook for eastern Australia and what this will mean for local and global pricing outlooks for wheat and canola.

Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigger stronger expectations around profitability and milk pricing in 2018/19? Tim Hunt and Michael Harvey explore the situation.

The commissioning of the first commercial Dexa technology facilities at the Teys plant will be the catalyst for how we market cattle.

Blake Holgate catches up with US-based Senior Animal Protein Analyst Don Close to discuss the likelihood that continued drought conditions will lead to some degree of forced liquidation of the US cow herd, and the potential impact this would have on NZ beef prices. Don also explains how US farmers manage the cattle disease Mycoplasma bovis, which has been present in their herd for over 20 years

Commodity Analysts Georgia Twomey and Charlie Clack discuss the current cotton market strength, what has been driving the price so far in 2018 and what factors to keep an eye out for in the coming months. Beyond this, some early thoughts on the 2018/19 season are discussed, both globally and in terms of the potential impact for Australian growers.

The cotton industry leads the way for adoption of AgTech. In this episode, Wes Lefroy and Georgia Twomey discuss what has driven uptake within the cotton industry. What can Grains and Livestock farmers learn from this?

Hayden Higgins, Senior Horticulture Analyst in Australia, and Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, discuss the Australian and US Almond sectors: What’s been happening over 2017 and 2018 for Almond crop volumes and exports, the impact of the big freeze in California on Almond supply, changing land use in California and expansion of Almond plantings in both Australia and California, the US and China Trade Dispute and what all this means for the industry.

The new 2018/19 season looks set to shape up as a triple treat for New Zealand dairy farmers. Emma Higgins addresses what the 2018/19 season might hold for farmgate milk prices, input costs, and what national production might look like for the new season.

Commodity analyst Georgia Twomey discusses the increasing exposure for Australian sugar and cotton growers to both local and global sustainability accreditation schemes with Blake Holgate, RaboResearch’s New Zealand-based sustainability analyst. What’s driving farmers to sign up and where are they likely to find value in being involved?

What China’s retaliation means for Ag in Australia. Tim Hunt and Cheryl Kalisch Gordon dig in.

Drones have no doubt been one of the most popular technologies in agriculture, however are facing some challenges. Wes Lefroy is joined by Michael Harvey to discuss the wave of hype and the value proposition of drones.