Episodes
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
Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New Zealand's economies in 2023 and make some predictions for 2024. What did we get right, where were we surprised, and how might the picture be different in the year ahead?
Published 12/18/23
Anaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Global animal protein outlook 2024, to get the insights on the key themes that we believe will play out in 2024. 
Published 12/12/23
Join RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global markets could react.
Published 12/06/23
Ed McGeoch and Michael Harvey join forces to have a look at RaboResearch's recent Global dairy map and unpack some of the key features and themes impacting the global dairy trade arena.      Rabobank clients can receive a copy of the Global dairy map by contacting their relationship manager. 
Published 12/04/23
Stefan Vogel, general manager RaboResearch Australia and New Zealand, is joined by his colleagues from Europe Cindy van Rijswick, global strategist for farm inputs, and Doriana Milenkova, specialist farm inputs, who recently attended Agritechnica 2023 in Germany to discuss the biggest, best, and latest in ag tech.
Published 11/23/23
Join RaboResearch analyst Edward McGeoch and senior grains & oilseeds analyst Owen Wagner, based in the US, as they discuss the state of the US cotton industry off the back Owen’s recently released report, Living on a thin line: Overcoming the confluence of challenges facing cotton in 2023.
Published 11/16/23
Michael Harvey and Ed McGeoch use the opportunity to unpack the latest earnings updates from a range of food and beverage companies to try and better understand what is happening inside the average grocery basket.
Published 11/13/23
Join RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.
Published 11/06/23
Join RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.
Published 11/03/23
Join RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.
Published 10/31/23
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released cotton report that dives into the current emissions reduction landscape in the apparel and textile industry and how this flows through to the cotton supply chain. 
Published 10/26/23
Join RaboResearch associate analyst Pia Piggott alongside the global Fresh Produce team to discuss insights from the 2023 Global Produce and Floral Show in California. 
Published 10/25/23
Emma Higgins and Michael Harvey recap the key takeaways from the recently released report Southeast Asian dairy markets – In transition to better times. These dairy markets are in a time of transition as they cycle out of a period of channel disruption, sluggish consumer demand for dairy products, and downstream margin pressure. In the longer term, the region will remain a fierce battleground with room for local brands and traditional export players to expand volumes in a growing market.
Published 10/23/23
Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released winter crop production report and dive into Australia’s winter crop forecast and the dynamics influencing global and local grain and oilseed prices. 
Published 10/19/23
What will be the food, energy, and fertiliser impacts of the conflict in Israel? Mike Every, Rabobank's global strategist and geopolitics expert, and Stefan Vogel, General Manager RaboResearch AU/NZ, discuss the current situation's potential impact for farmers. They also consider scenarios for a wider-spreading conflict.
Published 10/17/23
Join RaboResearch senior analyst Gonzalo Salinas and associate analyst Pia Piggott as they discuss the table grape outlook and developments in major production regions.
Published 10/15/23
Join RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss key takeaways from the latest New Zealand Agribusiness Monthly: El Niño has officially arrived.
Published 10/11/23
Angus Gidley-Baird chats with Senior Animal Protein Analyst Chenjun Pan about consumer demand for meat in China given the slower economic conditions and the high levels of inventory in the system.
Published 10/10/23
Join RaboResearch senior market strategist Ben Picton and associate analyst Pia Piggott as they discuss the outcomes of the Reserve Bank of Australia's latest meeting.
Published 10/05/23
Join RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent China Dairy Outlook Through to 2032 report and what this means for New Zealand and Australian dairy exports.
Published 10/01/23
Angus Gidley-Baird and Ed McGeoch talk through recent slaughter and production numbers for the Australian sheep and cattle markets. Both have shown strong increases since last year, but getting down into the details reveals further information on the status of the national flock and herd and what this might mean for numbers hitting the market in the months to come. 
Published 09/25/23
Join RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent Global Dairy Quarterly for Q3, including the milk supply outlook and what this means for prices.
Published 09/21/23
Join RaboResearch analysts Edward McGeoch and Pia Piggott as they discuss Rabobank’s recent Northern Territory and Western Australia Cotton Tour and what’s in store for cotton markets.
Published 09/18/23