RaboResearch Food & Agribusiness Australia/NZ

Rabobank European Senior Beverages Analyst Maria Castroviejo and Australian Senior Wine and Horticulture Analyst Hayden Higgins discuss the 2018 European wine vintage. They take a look at overall volumes in Europe, in particular for key countries such as France, Italy, and Spain. They also discuss the impact of volumes on prices for bulk wines and premium segments of the market, product placement, and potential profitability implications for the sector.

As we approach the end of the year and the traditionally higher live cattle export season, Angus Gidley-Baird and Trent McIndoe discuss how the current season is looking for cattle supply and what the demand will be from importing countries.

Commodity analyst Georgia Twomey discusses the recently released ACMR cotton outlook with London-based Charlie Clack. Prices, production and purchasing are all discussed in this latest cotton update.

Tim Hunt, Head of RaboResearch in Australia and NZ, and Wes Lefroy, Agtech analyst, explore what the history of foodtech can tell us about its future.

  RaboResearch Dairy Analyst Michael Harvey discusses the dynamics of the Asian cheese market with Tim Hunt, general manager of RaboResearch Australia and New Zealand. The Australian dairy industry has seen a wave of investments in cheese production capacity recently, as dairy companies search for higher growth and healthier margins. Over the medium term, growing Asian cheese markets offer a compelling growth opportunity for the industry. However, the competitive environment is rapidly changing and there are risks to short-term and long-term growth. This podcast explores the key implications for the Australian dairy industry.

RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19.

Rabobank Global Strategist Michael Every takes a look at how the trade war has escalated into a cold war and what it might mean for the Food and Agribusiness industries of Australia and New Zealand.

Why consumer trust is becoming harder, yet more valuable, to win. Tim Hunt and Cheryl Kalisch-Gordon explore.

Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines what benefits can be realised from the increased investment farmers will be required to make in the ethical and sustainable aspects of their farming systems.

Global fertiliser prices have climbed off ten-year lows and, as a result, many farmers will pay higher prices for fertiliser next season. Wes Lefroy is joined by Brazilian-based farm inputs analyst Matheus Almeida to discuss what has caused the market to jump and where will prices head from here.

In this latest Australia & NZ Grains & Oilseeds RaboResearch podcast Georgia Twomey catches up with Senior Grains & Oilseeds Analyst, Cheryl Kalisch Gordon, for a discussion on the topics of conversation on her latest series of client events across Australia.  While the current drought and movement of grain across the country was high on the agenda this was coupled with discussion on the future of Australian grain farming in the face of important global trends.

Events in August and September have renewed focus on the use of glyphosate. In our latest podcast, Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss how these events may impact Australian farmers in the future.

A global view of the sugar market from Rabo Research’s sugar team based in Australia, Asia, EU and Brazil. Find out just what is happening in each of these key markets.

What should Australian wine exporters focus on when repositioning themselves for increased value growth in the US? Rabobank’s Global Strategist – Beverages, Stephen Rannekleiv, and Australian Senior Analyst Hayden Higgins provide us with an overview of Australian production, exports, and key focus areas.

Angus Gidley-Baird and Blake Holgate discuss local beef markets and the current state of the US beef industry.

The implementation of ag technology will bring secondary impacts to both asset values and farm businesses. In this latest tech talk, Wes Lefroy is joined by Tim Hunt to discuss some of these impacts and implications for farmers.

Georgia Twomey, Commodity Analyst, and Drew Hawkins, Senior Relationship Manager and Chair of the Rabobank Cotton Sector Group, discuss the themes and sentiment of the biannual Australian Cotton Conference.

With the backdrop of increasing global cereal prices, and following the implementation of a 25% tariff on US soybean imports by China, Cheryl Kalisch Gordon and Wes Lefroy discuss prospects for Australian oilseeds and whether there is upside in the market for oilseeds, now and into the medium term. 

Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand.  Emma Higgins, Rabobank’s NZ Dairy Analyst, and Cheryl Kalish Gordon, Senio Grains Analyst, discuss.