RaboResearch Food & Agribusiness Australia/NZ

With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen Corkran chat with US analyst Lance Zimmerman on the current state of the US cattle market and what US demand and beef supply looks like heading into the second half of the year.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

China’s dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the changes taking place and explore what it all means for the global dairy market.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion and how growing focus on circularity could shape opportunities for natural fibre markets.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic conditions are evolving ahead of the sowing period.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.  

Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region.    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the key biosecurity risks that could have implications for New Zealand’s livestock and dairy sectors.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank’s Andrew Walker and Daker Pern as they chat with Senior Market Strategist Ben Picton about what is happening in interest rate markets.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From discussions on US dairy growth to the interplay with New Zealand, Lucas offers insights into the US dairy industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recently joined. From discussions on dairy and red meat to reflections on the broader macroenvironment in 2025, Emma and Jen offer insights into what’s shaping the agri-food sector in NZ right now.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekleiv as they unpack structural and cyclical wine consumption challenges, whether New Zealand and Australia could benefit from US trade friction with the EU, and how this stacks up to the global production outlook.     RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Anna Drake and Vitor Pistoia as they unpack Australia’s 2025/26 winter crop outlook, exploring shifting markets, variable growing conditions, and evolving weather forecasts. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended during his visit to Australia and New Zealand. There is plenty happening in the US dairy industry, with some ripple effects felt here.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton markets.  RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.