RaboResearch Food & Agribusiness Australia/NZ

With the June 1 deadline approaching for minimum milk price offers from Australian dairy companies, Michael Harvey and Pia Piggott unpack the forecast for minimum offers for new season milk. The good news is Australian dairy producers can look forward to another favourable season in 2023/24.

Join Rabobank’s Vitor Pistoia, Farm Inputs and Land Analyst, and Edward McGeoch, Cotton & Wool Analyst, to discuss the recent farmland value report.    Rabobank clients can read the full report by logging onto our website. 

A bit of downstream activity in Aussie dairy kickstarted 2023, with retailers buying processing assets and other capacity adjustments. To help unpack what is going on and why and what it means for Aussie dairy farm businesses, Emma Higgins joins forces with Michael Harvey.

Stefan Vogel and Angus Gidley-Baird reflect on Rabobank's Brazil Agribusiness Quarterly Q1 2023 and what it means for Australian beef, grain, and dairy producers.     Rabobank clients can log on to our website to read the Brazil Agribusiness Quarterly.

Tight global sugar supply has driven sugar prices up to 11-year highs, and the price outlook is now more dependent on Brazil’s crop delivering on its expectations. Join Horticulture and Sugar Analyst Pia Piggott and Andy Duff, Head of RaboResearch – South America and Global Strategist – Sugar, as they discuss developments in Brazil’s sugar harvest and the global sugar outlook for 2023.

A significant investment in exclusion fencing across his Dalgety property is increasing on-farm productivity and welfare outcomes for fourth-generation farmer Jack Glasson, and others are now following suite.

Join Dennis Voznesenski, Agriculture Analyst, and Vítor Caçula Pistóia, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Dennis and Vitor will share insights into the future of circular economies and wrap up the day! 

Join Michael Harvey, Senior Dairy Analyst, and Genevieve Steven, Agriculture Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Michael and Genevieve will highlight some of the latest innovations in food & agri.   

Join Dennis Voznesenski, Grains & Oilseeds Analyst, Edward McGeoch, Cotton & Wool Analyst, and Vitor Pistoia, Farm Inputs & Land Values Analyst, to discuss the latest developments across grains & oilseeds, cotton, farm inputs, and agrochemicals. They'll cover all things around the grounds, from current Australian production outlooks to the market factors driving pricing in 2023. 

Join Angus Gidley-Baird, Senior Animal Protein Analyst, and Pia Piggott, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Angus and Pia will unpack the future role of technology in sustainable supply chains.

Join Emma Higgins, Senior Analyst, and Ben Picton, Senior Market Strategist, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Emma and Ben will dive into the key macroeconomic trends for 2023.  

Join Stefan Vogel, Regional Manager RaboResearch Australia and New Zealand, and Edward McGeoch, Associate Analyst, live at the Rabobank 2023 Farm2Fork Conference on the 23rd of March 2023. Stefan and Ed will set the scene for the day and explain what F2F is, and what sessions listeners can look forward to.   

After two years of softening almond prices, market conditions have improved, and prices are starting to recover. Join horticulture and sugar analyst Pia Piggott and senior fresh produce analyst David Magana as they discuss developments in the almond industry.   In this episode, Pia and David explore: What caused record inventory levels of almonds last year? How will the wet California winter impact this season's production?  What macroeconomic factors will impact almond prices this year?

Emma Higgins and Michael Harvey discuss the latest headline insights from the March 2023 Global Dairy Quarterly report.

Join Genevieve Steven, Agriculture Analyst based in New Zealand, and Ed McGeoch, Associate Analyst based in Sydney, to reflect on 2022 and look ahead to what 2023 has in store for the wool industry.    This episode was recorded 7 March 2023.

Join Stefan Vogel, General Manager of RaboResearch for Australia & New Zealand, as he talks with Harry Smit, Senior Analyst for Rabobank in the Netherlands, to discuss why farmers in the Netherlands are protesting, what ambitious changes the Dutch government is planning to implement, and how this might lead to a reduction in Dutch livestock inventories. They also discuss the different impacts farmers will face, depending on the region where they farm, and what Oceania can learn from those changes.

Join RaboResearch Senior Analyst Emma Higgins and Senior Strategist Ben Picton as they discuss the immediate and longer-term effects of Cyclone Gabrielle. Together, they look at the impact on food production, the outlook for prices, what the likely cleanup costs will be, and how this might affect the Reserve Bank of New Zealand's thinking on interest rates.

Angus Gidley-Baird chats with Georgia Twomey, Rural Manager in Wagga, about the current supply of lambs entering the market and the implications these might have for prices over the coming months.

Michael Harvey, Senior Analyst, is joined by Lachlan Monsbourgh, Agricultural and Environmental Lead – Global Rural, to reflect on his session and presentation at the Australian Dairy Conference on the theme of carbon in the dairy supply chain.

Jan Lambregts, Head of RaboResearch Global Economics & Markets, discusses some of the highlights of his top 10 global themes, which he will present at Rabobank’s Farm2Fork Summit in Sydney on March 23, 2023. Listeners might have guessed that inflation, energy, and geopolitics made the cut for this podcast, but some less obvious topics have also been covered, including artificial intelligence.