RaboResearch Food & Agribusiness Australia/NZ

While global urea prices were starting to show some respite, Russia’s invasion of Ukraine quickly sent prices upward once again. Cheryl Kalisch Gordon is joined by Wes Lefroy to dissect the market and discuss the implications this war holds for Australian farmers looking to purchase urea ahead of the winter.

Emma Higgins and Genevieve Steven discuss the impact of the war in Ukraine on global markets and potential implications for NZ farmers.

All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski in the second half of this two-episode podcast. 

All eyes are on the farmer to help reduce emissions. But what’s in it for the farmer? That’s what Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discusses with Agricultural Analyst Dennis Voznesenski.

In October 1914 the world lost all access to Black Sea wheat exports. What happened? Prices rose… a lot. What are the similarities and differences between then and now? Join Agricultural Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon as they help you navigate the Black Sea crisis.

Michael Harvey and Emma Higgins are back to unpack the major themes that will shape global dairy markets in 2022.

What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.

Join Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What’s going to happen to prices and production, and what are some factors that may throw the outlook out the window? Listen to find out. For more details, download the 2022 outlook.

Angus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand’s major lamb export destinations.

Grain & oilseed prices are projected to move lower in 2022 but remain above the ten-year average. Furthermore, there are large left-field factors that could cause massive upside. To find out what these factors are and when we could see upside for some crops, even under the base case, tune in to our latest podcast with Senior Commodities Analyst Cheryl Kalisch Gordon in Orange, NSW and Agricultural Analyst Dennis Voznesenski in Sydney.

Join Senior Agriculture Analyst Emma Higgins and Agriculture Analyst Genevieve Steven to discuss their recently released report and to dig into the outlook for New Zealand’s commodities in 2022.

Russia and Ukraine are once again on the brink of war. How is this time different from April 2021 and the Crimean crisis of 2014, and what are the agricultural and broader geopolitical implications? Stefan Vogel, the new General Manager for RaboResearch Australia & New Zealand and former Global G&O Strategist, discusses with Agricultural Analyst Dennis Voznesenski.

Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. In part two of this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee.

In this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains, and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs, and post-Covid demand threaten to keep supplies on the ropes and prices well supported.

It’s been another difficult couple of months for farmers trying to procure fertilisers, with global benchmarks continuing to increase rapidly. In our latest podcast, Wes Lefroy and Cheryl Kalisch Gordon examine some of the lead indicators that may signal material declines in the fertiliser price ahead. They hope listeners leave with some clear indicators to watch out for that they can apply to their procurement strategies.

Cheryl Kalisch Gordon and Dennis Voznesenski slice and dice the learnings from the 2021 Harvest Hits sustainability series and identify the key points to get set for a more sustainability-conscious global grain market.

Angus Gidley-Baird and Genevieve Steven chat with Global Animal Protein Strategist and lead author of Rabobank's Global Animal Protein Outlook, Justin Sherrard, about what key things we believe will affect livestock markets in 2022 and what the production outlook is by region and by commodity.

To discuss how sustainability in G&O looks across Asia, Rabobank’s Industry Analyst in Shanghai, Lief Chiang, and Senior Research Analyst in Singapore, Oscar Tjakra, join Sydney-based Agriculture Analyst and colleague Dennis Voznesenski. Oscar, Lief, and Dennis discuss which aspects of sustainability are the most important in each region, which segment of society is behind the drive for sustainability, and what effects the outcomes and impacts of COP-26 will have on the future of sustainability in Asia.

Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they chat about the intertwined worlds of wool and cotton.

Rabobank’s Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackling sustainability on the farm, the role of technology in their approaches, and how he thinks they’re placed to manage increasing sustainability demands, including managing carbon emissions.