RaboResearch Food & Agribusiness Australia/NZ

Senior Animal Protein Analyst Angus Gidley-Baird and Associate Analyst Dennis Voznesenski discuss the factors behind recent price moves and look into what the future holds for Australian wool prices.

From November 11 -15 RaboResearch Analyst Wes Lefroy, together with Lachlan Monsbourgh will be leading Rabobank's first virtual tour to AgriTechnica in Hannover, Germany. Listen in, as Wes and Lachlan discuss what they expect to see at the world’s leading ag machinery field days, and how you can follow the journey.

Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest.

With Australia and New Zealand's seasonal peaks now over, Tim Hunt and Michael Harvey take a close look at local and global dairy market dynamics.

Australian and US farmers operate in two very different environments, with different resources available to them and serving different markets. Following his recent trip to the US, Wes Lefroy is joined by Charles Clack and Angus Gidley-Baird to discuss their impressions of the differences between the two environments and what Australian farmers can learn from their US counterparts.

Not since 1959 has Australia sent so many of its food & agricultural exports to one market. Tim Hunt and Dennis Voznesenski discuss how we got here, what it means, and how the country might respond.

Blake Holgate and Emma Higgins discuss what proposed freshwater reforms could mean for NZ farmers – and explain how they can have their say.

China has become Australia’s biggest market for sheepmeat and beef exports. To understand what is driving this, Angus Gidley-Baird speaks with RaboResearch’s protein analyst, Chenjun Pan.

Which lessons can Australasian organic fresh produce growers learn from developments in the US market? Horticulture analyst Hayden Higgins and dairy analyst Emma Higgins talk about the markets in both Australia and NZ, covering topics that will be of particular interest to those Australasian growers who are considering expanding from conventional to organic production.

Amid students marching for climate change action, Michael Harvey and Tim Hunt discuss a revolution when it comes to the role companies in our society are playing... along with the implications this is having for farmer suppliers.   Listen to "The Revolution Will Not Be Televised" by Gil Scott-Heron

Much like their Australian counterparts, US crop farmers have also been challenged by weather this season – albeit on the opposite end of the scale. Straight from the RaboResearch studio in St. Louis, Wes Lefroy joins regulars Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker to discuss the latest issues facing both US and Australian crop farmers.

After India’s latest announcement over 2019/20 export subsidies, the global stage is set for next season’s sugar trade flows. Charlie Clack joins Dennis Voznesenski to talk sugar, toothless monsters, and unruly next-door neighbours.

Since 2008, China’s wine market has been the fastest growing market globally. It appears to be slowing down thanks to a variety of factors, but Rabobank believes this to be a temporary phenomenon. China is expected to remain an attractive export market moving forward, though the competitive landscape for both foreign and domestic wine companies continues to evolve. Tim Hunt and Hayden Higgins discuss what is influencing this current change and identify the drivers for future growth in China as well as risks faced by exporters.

Worth an estimated AUD 227bn, global seafood trade is feeling the impact of the US-China trade war, but what does this mean for Australia’s AUD 3.5bn seafood trade exposure? Angus Gidley-Baird speaks with Gorjan Nikolik, Rabobank’s senior analyst on seafood.

Ag land prices were on fire during 2018... but will land-price growth continue to defy the drought? Join Wes Lefroy, author of our recent Rabobank Land Price Outlook, and GM for RaboResearch AU & NZ, Tim Hunt, as they discuss the outlook for land prices for the coming 18 months. Missed our report? Please catch up here.

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch’s latest Transpacific podcast.

Angus Gidley-Baird joins Wes Lefroy to discuss his latest report — a look at opportunities for growth in Australia’s grain-fed beef sector, including the possibility of tripling grain-fed beef exports to China.

This time around, we give you an update on the latest iteration of the US-China trade war: Why is there is risk for NZ businesses? And just where do strategic opportunities lie in the midst of all of this chaos? Emma Higgins, dairy analyst for New Zealand, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.

Our much-anticipated annual Global Dairy Top 20 is here! Emma Higgins and Michael Harvey take you on a quick tour of global dairy, shedding light on who the biggest movers and shakers are for 2019.

In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local supply picture and at how dairy consumption is tracking amid a weaker economic backdrop. This episode was also published on our sister podcast focused on Asian F&A: RaboResearch F&A Asia