RaboResearch Food & Agribusiness Australia/NZ

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 229:14:56
  • Mais informações

Informações:

Sinopse

Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.

Episódios

  • Uncovering the Value of Japanese and South Korean Beef Markets

    16/11/2021 Duração: 22min

    Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the Japanese and South Korean Beef Markets, Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird. Angus Gidley-Baird (@angus_gb) / Twitter Cheryl Kalisch Gordon (@kalischgordon) / Twitter

  • Harvest Hits 2021 | Getting Greener Australian Grain

    14/11/2021 Duração: 19min

    Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank Australia, about what Australian grain farmers need to know about sustainability, how they can respond to the demand for sustainability, and the potential challenges and opportunities facing them.

  • Harvest Hits 2021 | US Grain Industry Sustainability Strategies

    07/11/2021 Duração: 24min

    Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed sector. In a chat with Saint Louis-based Senior G&O Analyst Steve Nicholson, Dennis Voznesenski finds out what the shift toward sustainability means for US grain & oilseed farmers and supply chain partners. How are they are responding, and how do the drivers for sustainability differ from the EU? Tune in to find out.

  • Harvest Hits 2021 | A Green EU Paving the Pathway to Sustainable Grains

    31/10/2021 Duração: 40min

    Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats with Stefan Vogel to find out what this means for EU grain & oilseed farmers, supply chain partners, and food manufacturers. How they are responding? What does this already mean for grains, oilseeds, and G&O products imported to the EU, and what will it likely mean for the future and for the EU’s export potential?

  • Buy Nitrogen Now or Wait? A Global View

    27/10/2021 Duração: 28min

    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 RaboResearch F&A North America Wes Lefroy (@wlefroy4) / Twitter

  • How Long Can the Ag Land Price Boom Last?

    19/10/2021 Duração: 19min

    Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his latest land price outlook, Does It Get Any Better Than This?, with Cheryl Kalisch Gordon.

  • Australian Dairy Industry: At an Important Juncture

    18/10/2021 Duração: 16min

    Emma Higgins and Michael Harvey team up to discuss the latest Australian dairy report detailing why the industry is at an important juncture and what the investment outlook is for the next decade.

  • Checking Out the New Season for Sheep

    17/10/2021 Duração: 24min

    Angus Gidley-Baird and Dennis Voznesenski take a look at what is shaping the wool and lamb industries and what the outlook is for the coming season.

  • Can Canola Be the Crop That Keeps on Giving for Australia?

    14/10/2021 Duração: 21min

    Government initiatives in the northern hemisphere to curb emissions will fundamentally change, and be the key driver of, the global canola market outlook through to 2030. Dennis Voznesenski, RaboResearch Agriculture Analyst, and Cheryl Kalisch Gordon, Senior Commodities Analyst, discuss what's next for canola – from current price highs right out to 2030.

  • Bad to Worse for Glyphosate

    06/10/2021 Duração: 26min

    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 and send prices skyrocketing. 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 North America Wes Lefroy (@wlefroy4) / Twitter

  • Reasons for the New Zealand Venison Industry to Be Optimistic

    04/10/2021 Duração: 14min

    New Zealand Senior Agriculture Analyst Emma Higgins sits down with Agriculture Analyst Genevieve Steven to have a chat about the challenges the New Zealand venison industry has faced during Covid-19 and the reasons for the industry to be optimistic. Emma Higgins (@emhiggins) / Twitter Genevieve Steven (@gevesteven) / Twitter

  • Australia Grocery: A Boom and a Bust

    29/09/2021 Duração: 22min

    Angus Gidley-Baird and Michael Harvey take a (metaphorical) walk down the grocery aisle to discuss the boom in online food retail and the bust in the Australian food market's journey back to normal. Angus Gidley-Baird (@angus_gb) / TwitterMichael Harvey (@MickHarvey77) / Twitter  

  • Can Canada’s Dryness Do for Lentils What It’s Done for Canola?

    26/09/2021 Duração: 13min

    Canada’s dryness resulted in a canola crop of under 13 million tonnes, according to Statistics Canada’s latest estimate, and helped move global and Australian prices to record levels. Has the dryness affected Canada's lentil production in the same way, and can we expect price records to be broken for lentils too? RaboResearch Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon discuss the impact of lower Canadian lentil production on global supply and Australian lentil prices. 

  • NZ Commodity Prices Sprung Ahead of Spring

    20/09/2021 Duração: 15min

    RaboResearch New Zealand Analysts Emma Higgins and Genevieve Steven catch up to discuss the spring commodity pricing outlook and give an update on increasing fertiliser prices, freight logistics, and the NZ dollar.

  • Making Sense of All the Green Noise

    19/09/2021 Duração: 22min

    Senior Animal Protein Analyst Angus Gidley-Baird and Head of Sustainable Development Lachlan Monsborough chat about some of the carbon programs that are currently confronting the livestock industry.

  • Dairy’s Delta Blues

    12/09/2021 Duração: 18min

    Global milk supply has been on an extended run of uninterrupted growth, which is expected to continue, but at a slower pace. Mick Harvey and Emma Higgins discuss the reasons why.

  • AU Ag Prices Going Above and Beyond

    08/09/2021 Duração: 18min

    The Rabobank Rural Commodity Price Index rose another 3.26% in August, the highest level in more than 12 years. Senior Analysts in Australia’s RaboResearch team Angus Gidley Baird and Cheryl Kalisch Gordon share views on this surge as well as the team’s latest outlooks from Rabobank's September Agribusiness Monthly.

  • Economic Unraveling, and Weaving New Cloth From Old

    07/09/2021 Duração: 31min

    The 2021 Cotton Collective was another Covid cancellation, so Rabobank’s Senior Commodities Analyst Cheryl Kalisch Gordon and Global Strategist Michael Every catch up to discuss the world view and implications for Australian cotton that Michael was planning to share at the event.

  • Spring Sweet Spot for NZ Beef

    02/09/2021 Duração: 09min

    Rabobank’s Senior Dairy Analyst Emma Higgins is joined by Animal Protein Analyst Genevieve Steven to discuss why New Zealand is experiencing record farmgate pricing amid global beef supply chain disruptions.

  • Grain Prices Are Hot – Will They Pop or Top?

    31/08/2021 Duração: 30min

    Rabobank's Global Grains & Oilseeds Strategist Stefan Vogel joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to consider how long global grain prices will sizzle, as the northern hemisphere’s 2021 crops are harvested.

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