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

  • An Island of Profitability in a Difficult World

    10/02/2020 Duração: 15min

    Tim Hunt and Blake Holgate discuss the outlook for NZ agriculture in 2020 and why it looks better than many other regions of the world.

  • Is Sugar's Sweet Start to 2020 Here to Stay?

    09/02/2020 Duração: 18min

    Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins Charlie Clack to outline the reasons, risks, and outlook for the year ahead.

  • Coronavirus: How Worried Should We Be?

    06/02/2020 Duração: 19min

    Tim Hunt and Michael Harvey explore the current and potential impacts of coronavirus on Australia and New Zealand's F&A industries.

  • What Will 2020 Bring for Australian Farmers?

    05/02/2020 Duração: 19min

    Tim Hunt and Charlie Clack discuss why Australian production may face a multi-year recovery and how prices will help ease the pain.

  • What’s Ahead for NZ Dairy in 2020?

    02/02/2020 Duração: 17min

    Emma Higgins and Blake Holgate discuss some of the challenges and opportunities for New Zealand dairy farmers in 2020.

  • Global Fertiliser Outlook: Swamped with Supply

    30/01/2020 Duração: 20min

    Will fertiliser prices remain favourable for farmers during 2020? Sydney-based analyst Wes Lefroy is joined by his fellow farm inputs colleague from São Paulo, Matheus Almeida, to discuss our expectations for prices during 2020 and highlight some key factors to watch.

  • Worry Walls, Kabuki Theater, and Nothing Burgers

    15/01/2020 Duração: 25min

    What does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for this year.

  • Australian Dairy: Taking Comfort in a Stable Market Outlook

    09/01/2020 Duração: 18min

    There have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the sector.

  • Overshot and Undershot: Unlocking Opportunities to Buy Australian Cropping Land

    07/01/2020 Duração: 17min

    Over the past five years, limitations, such as a significant decline in the number of properties on the market and increased demand from family farms and investors, have made it harder to purchase the right property at the right price. In our latest ag land podcast, Wes Lefroy and Charlie Clack discuss how interregional purchases are becoming a more attractive option for farmers looking to expand. You can read the recently released report here. 

  • What’s on the Grill: The Global Animal Protein Market Outlook for 2020

    19/12/2019 Duração: 21min

    2019 marked a big year for the global animal protein market, as the effects of African swine fever rippled throughout the world. Justin Sherrard, Blake Holgate, and Angus Gidley-Baird discuss what will shape animal protein markets in 2020, as well as the outlook for global production and local production in Australia and New Zealand.

  • Horticulture and Ag-Tech Applications

    11/12/2019 Duração: 20min

    Hayden Higgins and Wes Lefroy discuss lessons from Wes's recent trip to Hanover for Agritechnica and their relevance for horticultural businesses. They discuss the practical applications, working examples, and potential market impacts of adopting ag tech in the future.

  • Australian and South American Grains Farmers Finding Common Ground

    02/12/2019 Duração: 19min

    Contrary to the ‘what goes on tour’ rule, Steve Kelly (Rabobank Regional Manager for WA) and Darrin Findlay (Rabobank Branch Manager for Ballarat in Victoria) join RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to share insights from their recent trip to Argentina and Brazil with 24 Australian Rabobank clients. While there are challenges for grains businesses in both of these South American nations, this conversation picks up on the common ground shared by the southern hemisphere’s largest grain producers, and what strengths sit behind expected South American grain production growth.

  • Boats, Water, and Feedlots: A Look at the Northern WA Cattle Industry

    25/11/2019 Duração: 16min

    Like other areas in Australia, northern WA is also experiencing dry weather. But there are some exciting things happening with water infrastructure and supply chains in the area.

  • Dastardly Drought – New-Season Cotton Takes a Dive

    17/11/2019 Duração: 19min

    Australia’s persistent drought is set to hit 2019/20 production hard, to the lowest output since the 2007/08 season. Charlie Clack and Dennis Voznesenski talk prospects for cotton, water, and markets in the drought-stricken season to come.

  • AgriTechnica 2019, Day 5: Tech to reduce carbon emissions

    14/11/2019 Duração: 21min

    Tighter regulation and changing corporate standards are placing pressure on farmers to reduce carbon emissions. In our final AgriTechnica podcast, Wes Lefroy and Lachlan Monsborough discuss technologies they've seen throughout the week that can assist.

  • Drones at AgriTechnica 2019: Time to Relaunch

    13/11/2019 Duração: 19min

    Following the conclusion of Day 4 (Wednesday 13th November, 2019) at AgriTechnica 2019, Lach Monsborough and Wes Lefroy discuss why they think drones will make a comeback, and how they will deliver value.

  • AgriTechnica Day 3: Sensors, Data and Decisions

    12/11/2019 Duração: 19min

    Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what farmers should consider, with Harry Smit from RaboResearch live from Day 3 of AgriTechnica 2019.

  • AgriTechnica Day 2: From closed to open, Ag data platforms are evolving

    11/11/2019 Duração: 18min

    To date, sharing data between platforms has been a barrier to adoption. Following day 2 of Agritechnica, Wes Lefroy and Lach Monsbourgh discuss how data platforms dynamics are changing, bringing flexibility to the farmer.

  • An Update on NZ Dairy

    11/11/2019 Duração: 16min

    Emma Higgins and Blake Holgate discuss how New Zealand milk production has been tracking and what farmers might expect over the remainder of the season.

  • Tractor Talk at AgriTechnica: Future Fuels and Autonomy

    10/11/2019 Duração: 21min

    Will you drive a diesel tractor in the future? From Day 1 of Agritechnica in Germany, Wes Lefroy and Lach Monsbourgh discuss why there is a growing case for tractors to be powered by fuels other than diesel, and the growing likelihood you will not be driving them.

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