RaboResearch Food & Agribusiness Australia/NZ

Jen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK.

Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production.

In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead.

High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission.  Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years.   

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons.

Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months.

Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability. 

With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season. 

The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China.

A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry.

Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector.

Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates.

Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024.

Join RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is happening in New Zealand. Covering price movements and supply dynamics, they share a look at where the market is heading. 

Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers.

Join RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how global climate trends and geopolitics can shape markets.

Stefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food inflation cycle and look at what’s in store for the grocery basket in 2024.

Join RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the new year. Everything from production to prices is covered, alongside key drivers and focuses for 2024. 

Jen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp production.