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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Grains & Oilseeds: 7 stories from ‘17
06/11/2017 Duration: 22minHarvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.
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China’s Singles Day: What You Need to Know
06/11/2017 Duration: 15minSandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends in this complex consumer market.
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Does New Government Equal New Direction for NZ Agriculture?
31/10/2017 Duration: 14minWith policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.
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What's Driving the Growth of the Global Oilseed Market?
30/10/2017 Duration: 17minCanola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.
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A Test Of Faith For Sugar Producers
26/10/2017 Duration: 13minThe global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.
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Crunch Time for the Australia Dairy Industry, October 2017
24/10/2017 Duration: 14minThe 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?
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Is China Still the Big Cheese for New Zealand?
20/09/2017 Duration: 09minAs we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can anticipate this to continue going forward.
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Spilling the Beans... on the US Grains Tour 2017
18/09/2017 Duration: 21min12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.
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Transformational Change in the Australian Dairy Supply Chain
13/09/2017 Duration: 13minThe Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.
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Cotton's Rollercoaster
13/09/2017 Duration: 18minThe global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.
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Beefed up US production to impact NZ
07/09/2017 Duration: 11minIncreasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".
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Beefed up US production to impact Australia
06/09/2017 Duration: 20minThe US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, US analyst and author of the recently released US long term beef outlook report.
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Are Australian Lambs Getting Too Big?
04/09/2017 Duration: 15minProduction, prices, and lamb weights: All were topics of discussion at a recent event in Cowra. Angus Gidley-Baird chats with Orange Branch manager Toby Mendl.
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Strong Headwinds for Strong Wool
01/09/2017 Duration: 16minNew Zealand’s wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch’s NZ Animal Protein Analyst Blake Holgate and Commodity Analyst Georgia Twomey discuss the drivers of the New Zealand wool market, how it is paving a different path to the fine wool sector and what to look out for next.
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Off-hook, Online
01/09/2017 Duration: 21minShould we be pursuing greater online sales of seafood into China? Rabobank’s global seafood expert, Gorjan Nikolik, addresses the rapid evolution of internet shopping in China, the advantages if can offer to seafood exports from Australia and New Zealand and some of the challenges entailed.
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Does Sensor Adoption Make Cents?
17/08/2017 Duration: 16minThe amount of new technology available to farmers is growing rapidly, yet increases in profitability are still limited. Wes Lefroy and Angus Gidley-Baird discuss implementing new tech, focusing on our new report, ‘Does Sensor Adoption Make Cents?’
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On the Lookout for Speed Bumps in the Wool Market
16/08/2017 Duration: 16minWhat lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.
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Barley, Beers and Beef
11/08/2017The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what’s behind the move and take a look at the market moving forward.
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Sugar: Sweetness and Lite
09/08/2017 Duration: 18minThis podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes might mean for F&B companies and the long-term outlook for sugar consumption.
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A New Era for NZ Dairy
07/08/2017 Duration: 11minWhat does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.