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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Australia's Domestic Lamb Market
24/01/2018 Duration: 18minA look at Australia's domestic lamb market. With January a key month for Australian lamb promotion, Georgia Twomey and Angus Gidley-Baird discuss the features and changes to the market.
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Tuesday Tech Talk: Getting Connected
12/01/2018 Duration: 17minConnectivity is a massive issue for regional areas throughout Australia and New Zealand. In this new episode, Wes Lefroy and Angus Gidley Baird discuss how connectivity is advancing, and how farmers can position themselves to take advantage of new technology.
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The EU & Glyphosate
12/01/2018 Duration: 19minAn outcome has finally been reached in the EU with regard to Glyphosate use. Cheryl Kalisch Gordon and Wes Lefroy discuss what this means for future Australian Grain and Oilseeds production and exports.
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Tuesday Tech Talk: Block What?
29/12/2017 Duration: 15minBlockchain is a digital technology that threatens to change interaction in the F&A Supply Chain from Paddock to Plate. To discuss the implications and possibilities, Wes Lefroy is joined by Cheryl Kalisch Gordon.
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6 Events that Shaped NZ Agriculture in 2017
27/12/2017 Duration: 15minBlake Holgate and Tim Hunt review the turning points passed, thresholds breached and events that will shape the sector for year to come.
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EU Sugar Shake-Up
21/12/2017 Duration: 15minAustralian RaboResearch Commodity Analyst Georgia Twomey catches up with EU-based sugar analyst Ruud Schers on the recent shake-up of the sugar sector in Europe. These regulatory changes will have far reaching impacts on the global sugar market both in and outside of the EU.
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New Zealand Dairy — Price Cuts, Peak Flows and Global Markets
19/12/2017 Duration: 12minOn the eve of Christmas Tim Hunt and Michael Harvey take a look at how the 2017/18 New Zealand season is shaping up, now that the peak has passed. They also have a look at what to expect for global markets through the first half of 2018.
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Tuesday Tech Talk: Latest & Greatest from AgriTechnica
18/12/2017 Duration: 19minWes Lefroy is joined by our first global guest on Tuesday Tech Talk, Stefan van Merrienboer, to discuss the latest Ag technologies from Agritechnica, and some of what Australian and NZ farmers can expect to see in the short to medium term.
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What's on the Grill for 2018
13/12/2017 Duration: 19minWhat does 2018 look like for Australian and New Zealand animal protein markets? Angus Gidley-Baird and Blake Holgate review the 2018 outlook.
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Australia/New Zealand Fertiliser Update
08/12/2017 Duration: 14minAfter a relatively quiet 2017, there has been some movement of late in fertiliser markets. Mick Harvey is joined by Wes Lefroy to discuss some of this volatility, and what it means for farmers across Australia and New Zealand who are planning their fertiliser purchases for 2018.
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Tuesday Tech Talk: Drivers & Barriers of AgTech Adoption
04/12/2017 Duration: 15minIt’s time for Episode 2 of Tuesday Tech Talk, and today Wes Lefroy and Tim Hunt talk through the key drivers behind the growth in AgTech use and the key barriers limiting uptake.
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Good Buy, Low Prices: Global Grains & Oilseeds Outlook 2018 and what it means for Australian Farmers
04/12/2017 Duration: 23minCheryl Kalisch Gordon speaks to Rabobank’s London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilseed prices in 2018 and implications for the Australian grains and oilseeds sector in the coming year.
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Saputo's Tilt For Murray Goulburn
28/11/2017 Duration: 12minMurray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled an offer to acquire Murray Goulburn's assets, which will boost cash flow for their suppliers. So what does the completion of the transaction ultimately mean for the Australian dairy supply chain? Tim Hunt and Mick Harvey digest the deal.
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Alternative Proteins: Will They Steal Our Growth?
28/11/2017 Duration: 22minGlobal Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.
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TPP: It's Alive! (and Good for Australian Grains)
28/11/2017 Duration: 16minWhat does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst for RaboResearch, talks to Michael Harvey about the latest developments. And we also take a look at recently announced tariffs, quotas on pulses and wheat exported to India, as well as other developments in grain market access in 2017.
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Wool's Boomtime
27/11/2017 Duration: 14minWool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearch Podcast, what factors to watch out for in the new year as to whether these prices can be maintained and where to next for the Australian sheep flock.
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Good Buy Low Prices For Cotton
21/11/2017 Duration: 17minPerhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.
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Tuesday Tech Talk: Let's Talk AgTech
20/11/2017 Duration: 12minThe first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.
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China’s 19th Communist Party Congress – What does it mean for F&A?
10/11/2017 Duration: 19minAsia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.
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You Eat What? Substitute Foods: How Real, and How to Respond
06/11/2017 Duration: 21minTim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond