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
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Heffalumps & Jagulars: Grain Market Implications of the Trade War
14/08/2019 Duração: 24minWhat happens when the world’s largest economies battle it out – and what does this mean for global grain markets and for Australia’s grain export prospects going forward? Join Cheryl Kalisch Gordon and Wes Lefroy for the latest outlook for grains in the escalating US-China trade war.
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NZ Red Meat Mid-Year Outlook (Part 2) – Beef
06/08/2019 Duração: 24minWhat will beef prices do over the remainder of 2019? In the second and final part of our series focusing on NZ’s red meat outlook for the second half of 2019, Blake Holgate and Hayden Higgins discuss the key factors that will drive beef returns over the coming months.
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The Gloves Come off in the Battle for Milk Supply
02/08/2019 Duração: 20minThere is never a dull moment in Australian dairy! Tim Hunt and Michael Harvey take a close look at what is underpinning milk prices, from the retail shelves and farmgate to global markets.
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To Feed or Not to Feed: Can We Grow Grain-Fed Lamb?
30/07/2019 Duração: 20minFeedlotting lamb is becoming more popular. Angus Gidley-Baird and Brian Samson look at the fundamentals in the Australian lamb sector to identify if there are possibilities for growth.
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Sugar Oversupply and Subsidies: Where’s the Good News?
21/07/2019 Duração: 19minWith crushing in full swing, the domestic harvest brings to light the topic of marketing in a tough environment. Wes Lefroy and Charlie Clack discuss Rabobank’s latest outlook and where there could be opportunities for growers.
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What’s in a Name? Dairy Implications in NZ-EU FTA Negotiations
18/07/2019 Duração: 21minEmma Higgins and Blake Holgate discuss where the EU-NZ FTA negotiation process is currently at, and what some opportunities and concessions might look like for New Zealand's dairy industry.
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NZ Red Meat Mid-Year Outlook (Part 1) – Sheepmeat
14/07/2019 Duração: 19minWhat does the second half of 2019 have in store for New Zealand sheepmeat prices? In part one of this two-part series focusing on New Zealand’s red meat outlook for the remainder of 2019, Blake Holgate & Emma Higgins discuss whether sheepmeat prices will be able to match last year's record levels. Part two, the outlook for New Zealand beef, will be released late July.
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Social Licence: Do You Want Fries With That?
10/07/2019 Duração: 16minWhat can McDonald’s teach us about a social licence to operate? Tim Hunt and Wes Lefroy explore the company’s surprising history; the way it tackled waste, obesity, deforestation, and animal welfare; and the lessons for farmers and food companies facing the same challenges today. Grinding It Out: The Making of McDonald's – Ray Kroc (on Amazon) The Battle to Do Good: Inside McDonald's Sustainability Journey – Bob Langert (on Amazon)
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Trade Wars: Can-Kicking... Clock Ticking
03/07/2019 Duração: 24minAn analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still heading towards a difficult end game for Australian and NZ agriculture. Tim Hunt, Head of RaboResearch in Australia and NZ, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.
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Glyphosate Tremors Hit Home
02/07/2019 Duração: 15minAgainst the backdrop of other glyphosate-related events, Australia’s first glyphosate-related court case was confirmed in June. Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss the potential implications for Australian farmers.
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A New Definition of ‘Lamb’. What Does it Mean?
25/06/2019 Duração: 16minWith the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.
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A Soggy Start to the US Cotton Season
23/06/2019 Duração: 19minHow could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins Charlie Clack from St Louis, Missouri.
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The Bright Future for Tasmanian Horticulture and Wine
19/06/2019 Duração: 18minWith Tasmania’s location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising demand for high-quality premium fresh produce and wines. Following the Tasmanian Fruit Growers Conference held in the first week of June 2019, Senior RaboResearch Analysts Cheryl Kalisch Gordon and Hayden Higgins discuss Tasmania’s ability to capitalise on this, as well as how technology will continue to have an increasing ability to add value for horticultural production.
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Global Dairy June 2019: Optimism in the Midst of Chaos?
18/06/2019 Duração: 19minEmma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy outlook report. What is the price direction for commodity markets; and what are the revised milk price forecasts for the new season?
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Still Off Track: Australia’s Grains & Oilseed Prospects for 2019/20
17/06/2019 Duração: 21minIn the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook for plantings, production, exports and pricing this season.
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Global Almond Outlook Remains Positive
05/06/2019 Duração: 20minGlobal almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both countries.
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Tech Talk | Producing for the Personalised Consumer
02/06/2019 Duração: 15minOne of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined by Charlie Clack to discuss what this trend means for the future of farming.
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How Will African Swine Fever Impact NZ Dairy?
29/05/2019 Duração: 12minEmma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork production.
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Does the US Still Need Australian Beef?
22/05/2019 Duração: 19minAngus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian beef trade with the US.
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Wheat Price Woes
19/05/2019 Duração: 13minCharlie Clack joins Cheryl Kalisch Gordon to discuss the outlook for global wheat prices and what Australian farmers can expect in the local market as 2019/20 plays out.