Episodes
Global Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables.
Published 04/21/24
Angus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record.
Published 04/16/24
Jen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness monthly. Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view. 
Published 04/15/24
Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail.
Published 04/10/24
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.
Published 04/08/24
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.
Published 03/27/24
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.
Published 03/25/24
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.   
Published 03/21/24
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.
Published 03/20/24
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.
Published 03/18/24
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. 
Published 03/07/24
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. 
Published 03/04/24
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.
Published 02/26/24
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.
Published 02/21/24
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.
Published 02/20/24
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.
Published 02/14/24
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,...
Published 02/07/24
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. 
Published 01/25/24
Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.
Published 01/24/24
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.
Published 01/19/24
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.
Published 01/16/24
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.
Published 01/15/24
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. 
Published 01/11/24
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.
Published 12/20/23