RaboResearch Food & Agribusiness Australia/NZ

Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.

Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.

After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead. This episode also appears on our sister podcast RaboResearch Agri Commodities

Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.

Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?

Ethanol production capacity in Asia – particularly in India and Thailand – has the potential to divert cane processing away from sugar production. Wes Lefroy and Charlie Clack dissect the subject, highlighting the possible implications for Australian cane growers.

Michael Harvey and Tim Hunt pick through the results of companies like Nestlé, Danone, Unilever, and McDonald's. They assess the pace of recovery in top line sales, whether channel distortion is waning, and the return of sustainability to centre stage.

Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that into action.

In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of whether farmers will get their phosphate this season and if it's time to rethink when they buy inputs.

Following US import restrictions on China’s Xinjiang cotton, and possible future legislation from the EU and UK, Angus Gidley-Baird and Charlie Clack delve into what this could mean for the world’s cotton market. Has fibre provenance now emerged at the heart of sourcing decisions? Or are the impacts for Australian growers more subdued?

Emma Higgins and Michael Harvey kick off the year with a look at what unfolded in 2020 and what is in store in 2021 for the liquid milk export sector.

China has threatened to impede a range of Australian ag exports. Yet in December, Australia shipped over AUD 1bn of food, beverages, and fibre to China. Has China pulled back on its plans, or is there more nuance to this story? Tim Hunt and Dennis Voznesenski answer that one.

The RaboResearch team addresses the outlook for Australian ag, focusing first on cotton and ag land values before trying their hand at answering live questions from the audience on fertiliser prices, pulses, barley, the EYCI, wool, sugar, and China risk for dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 has been released a day after Part 1.

The RaboResearch team addresses the outlook for Australian ag, digging into beef, grains, and dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 will be released a day after Part 1.

Emma Higgins, Blake Holgate, and Tim Hunt explain how NZ agriculture has managed to stay profitable through the worst global economic crisis since the second world war and discuss if this can hold as the year progresses.

2020 saw a near-record winter crop harvest in Australia and trade barriers put up by a key trading partner, so why are Aussie grain prices not lower? Dennis Voznesenski and Wes Lefroy answer this question and give direction on where prices may head in 2021.

Global fertiliser prices have been increasing over the last three months. Will they continue to rise? Farm Inputs analyst Wes Lefroy catches up with Charles Clack to discuss Rabobank’s latest Semi-Annual Global Fertilizer Outlook: Demand Revival.

The Rabobank Rural Commodity Price Index sits at a record high for January, yet the world economy is weak, a bumper local crop was just harvested, and the AUD sits in the high 70s. Tim Hunt and Dennis Voznesenski take on this puzzling equation to explain what’s driving markets for Australian farm products. See the Rabobank Rural Commodity Price Index here

Following the release of Rabobank’s latest Sugar Quarterly report, Wes Lefroy and Charlie Clack discuss the 2020 crush, outline expectations for the coming season and highlight the key risk for markets and prices in 2021.

Half a decade has brought significant change to global dairy trade flows, and the period between 2015 and 2019 has been no exception. Emma Higgins and Michael Harvey discuss how dairy trade flows have really shifted gears.