Episodes
As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts RaboResearch F&A Asia and...
Published 10/28/21
Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A...
Published 10/07/21
The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.
Published 09/02/21
Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.
Published 08/17/21
Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.
Published 06/11/21
Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.
Published 05/28/21
May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.
Published 05/07/21
On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand
Published 04/20/21
The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.
Published 04/13/21
Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.
Published 03/16/21
A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.
Published 03/02/21
Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.
Published 02/10/21
It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.
Published 02/01/21
2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.
Published 12/17/20
When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode. 
Published 11/24/20
Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.
Published 10/30/20
As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.
Published 10/14/20
China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.
Published 09/01/20
Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.
Published 08/21/20
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.
Published 07/24/20
In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.
Published 07/14/20
As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.
Published 07/08/20
Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand
Published 06/19/20
Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.
Published 06/16/20
Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.
Published 06/05/20