RaboResearch Food & Agribusiness Australia/NZ

How can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.

Although African swine fever (ASF) has taken a backseat to Covid-19 so far this year, it very much continues to result in reduced pork availability in China. Angus Gidley-Baird and Blake Holgate discuss Rabobank’s latest forecast, along with the impact ASF is having on the Australian and New Zealand red meat sectors.

Uncertainty about the impact of Covid-19 has taken the gloss off farmer confidence, but overall, farmers remain upbeat about the year ahead. In our latest podcast, Wes Lefroy is joined by Tim Hunt to discuss the latest results from the Rabobank Rural Confidence Survey.

Blake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.

Prices of Australian Ag land will largely hold firm during 2020. Wes Lefroy and Tim Hunt discuss why Ag land will pass largely unscathed through the Covid-19 economic crisis.

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labour challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia.

The underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet.

Driven by a dramatic drop in production, the Australian lamb industry has seen prices remain very strong while many commodities have seen disruption as a result of Covid-19, but are there clouds on the horizon? Angus Gidley-Baird and Charles Clack look at the lamb industry and how it is fairing under Covid-19.

All the hallmarks of an above-average Australian winter cropping season are falling into place. Good opening rains and fast planting progress across New South Wales, Victoria, and South Australia support our forecast for total hectares to be up 95%, 14%, and 12%, respectively, and across Australia as a whole up by 26% YOY. Dennis Voznesenski and Cheryl Kalisch Gordon share their views on the outlook for 2020/21.

Charlie Clack and Wes Lefroy review the latest prospects for the sugar market as our domestic crush gets underway. After a turbulent start to the year, the team attempts to put an uncertain 2020 outlook into perspective – drought, deficits, and dealing with Covid-19 are just the start!

Michael Harvey asks Tom Bailey to provide insights on the fundamentals impacting the US dairy industry, with a keen focus on where to go from here. We hope you enjoy.

Last November, Wes Lefroy and Lachlan Monsbourgh attended AgriTechnica – the world's leading machinery and AgTechnology field days in Germany. In our latest podcast, Wes and Lachlan review their key takeways, share what has happened since, and share their views on how these key trends will impact farmers in the future.

The 2020 season is soon coming to a close, raising the question: how could the new 2021 season shake out amid Covid-19? Andrew Tasker joins Charlie Clack from St Louis, Missouri to depict a somewhat uncertain cotton outlook, where US acres, Chinese buying, and Brazilian logistics could all play a part.

Tim Hunt and Dennis Voznesenski review the first four months of the crisis and its impact on Australian farmers.

Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue? This episode also appears on our sister podcast RaboResearch Food & Agribusiness Asia

Following very strong pricing in recent seasons, NZ venison producers are facing some challenging times ahead. Blake Holgate and Hayden Higgins take a look at the outlook for the next 12 months, including just how much Covid-19 will impact the sector.

What is important for getting farm succession right and keeping businesses viable and families happy? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share her experience in the area and her insights into how families can get on the front foot in succession planning.

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.   This episode has also been released on our sister podcast, RaboResearch F&A North America

Roland Fumasi joins Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020 combined with the impacts of Covid-19 on global economies influence both the US and Australian almond sectors, as can be ascertained today. This episode has also been released on our sister podcast, RaboResearch F&A North America

Michael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.