RaboResearch Food & Agribusiness Australia/NZ

Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.

Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.

Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.

How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."

Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.

Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.

Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.

Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.

In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.

Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.

Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.

In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.

Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.

Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.

How do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.

Angus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.

Victor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.

With farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.

In Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.

The time for applying urea is here! Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon joins our Farm Inputs analyst Wes Lefroy to discuss whether the current price points of grains and urea will make applying more urea this season the smarter choice.