RaboResearch Food & Agribusiness Australia/NZ

Grain and fodder availability is going to be limited in 2019. Angus Gidley-Baird, Cheryl Kalisch Gordon, and Wes Lefroy look at the current fodder availability and what it means for the coming months.

Global avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatility. This occurred in 2018, and it will likely happen more often in the future – despite the still-growing market in Europe. In this episode, Hayden Higgins and Cindy van Rijswick discuss the developments in the European avocado market, along with any similarities with the market in New Zealand and Australia.  

With clouds gathered over the ICE #2 Cotton market, Tim Hunt and Charlie Clack unpick the reasons behind this move lower... and where prices are likely to head from here.

Emma Higgins and Blake Holgate discuss some of the impending regulatory changes set to unfold across 2019 and – where known – their impact on New Zealand farmers.

Tim Hunt, Head of RaboResearch Australia/New Zealand, and Michael Harvey, Senior Analyst, explain the rising headwinds and downside risks that will characterise the market in 2019.

Tim Hunt, Head of Rabo Research Australia/New Zealand, and Analyst Blake Holgate, assess the prospect for a third profitable NZ season and the downside risks that will characterise the market in 2019.

As we roll into early 2019, sustainability and animal protein analyst Blake Holgate talks with horticulture and wine analyst Hayden Higgins. Together, they take a look at what 2018 brought... along with some of the positives, as well as potential challenges for horticulture and wine in both New Zealand and Australia over 2019.

2019 is shaping up to be a big year of transition for the organic dairy sector. Michael Harvey and Michael Napier explore the changing landscape of the Australian organic dairy industry. This includes taking a closer look at the push-and-pull factors supporting dairy farm conversion... and, importantly, what are the key considerations?

Michael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the slowdown in the trade war is just temporary. And what about the broader mounting and disconcerting risks regarding economic growth in China and the US?

How can Australian grain remain competitive globally? Bulk network rationalisation was employed in the past, to achieve efficiencies – but this has consequences as to how grain producers pursue profitability into the future. Cheryl Kalisch Gordon joins Wes Lefroy to discuss this in the context of a range of other developments in the Australian grains supply chain.   For Cheryl's full report, please click here.

Angus Gidley-Baird and Blake Holgate take a look at RaboResearch's Global Animal Protein Outlook 2019. What will influence Australian and NZ markets in the year ahead?

In 2018, RaboResearch launched its inaugural report on Australian Ag Land Prices, ‘No Summit in Sight’. Cheryl Kalisch Gordon discusses the report with author Wes Lefroy, honing in on the key drivers of land prices across Australia.

Tim Hunt, Head of RaboResearch F&A in Australia and NZ, and Senior Analyst Michael Harvey rank the big events of 2018 and assess their impact in the short and long term.

RaboResearch sustainability analyst Blake Holgate examines how forestry land is currently treated within the NZ emissions trading scheme – and discusses how proposed changes to the scheme could create new opportunities for those considering planting new forests or registering existing forests.

A major squeeze on dairy farm margins will see national production fall to two-decade lows. Michael Harvey and Tim Hunt explore the forces behind this, the outlook for margins moving forward, while dissecting the implications for supply chains.

Would you like a side of data with that? In our latest episode of Tech Talk, Wes Lefroy is joined by Paula Savanti, New York-based Senior Analyst for Consumer Foods. How are restaurants implementing data into marketing... and how does this affect their strategic and operational decisions? And what lessons can farmers learn?

The European floriculture sector has always played a leading role in global floriculture and brings some good insights for sector participants from across the globe. RaboResearch analysts Lambert van Horen and Hayden Higgins discuss expected growth in global expenditure on flowers and some of the attributes consumers are seeking.

RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian and Canadian pulse supply and exports as well as net south Asia pulse demand feature alongside a discussion on recent developments in India.

The dislocation between the local community that sets environmental standards for NZ dairy, and its predominantly offshore customer base, creates a unique challenge to monetise rising environmental standards. Emma Higgins (Senior Dairy Analyst) and Tim Hunt (Head of RRFA in Australia and NZ) discuss.

What does 2019 hold for wheat, oilseed, and feedgrain prices? Senior Grain & Oilseed Analyst Cheryl Kalisch Gordon chats to Rabobank Agri Commodity Markets Analyst Charles Clack about global grain & oilseed prices, the role of the ongoing trade war, as well as the El Niño prospects in the outlook and what this means in the context of Australian grains.