RaboResearch Food & Agribusiness Australia/NZ

Tariff walls are rising between China and the US – while the US imposes new sanctions on Russia and Iran, and punishes Turkey. Michael Every brings us up to speed, explains how everything is connected, and why there is at least one silver lining for farmers in Australia and New Zealand.

On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red meat sector can learn from the dairy industry’s experience in China, to enable the sector to best capitalise on the growth opportunities that are available in this complex market.

Tim Hunt and Michael Harvey review Australia’s 2017/18 season and explore whether the recovery in the dairy sector will continue. The team also looks at current weather events globally to digest how it is impacting the global commodity balance.

  Blake Holgate catches up with Rabobank Global Animal Protein Strategist, Justin Sherrard, to discuss what changing global consumer trends mean for New Zealand red meat producers.

The US is Australia’s biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank’s senior animal protein analyst Angus Gidley-Baird speaks with Rabobank’s US-based senior relationship manager Brent Lahman.

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.

Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.

It's almost peak nitrogen application time across Australia and NZ. Wes Lefroy and Emma Higgins catch up on expectations for prices and demand ahead of the spring.

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? Australian Senior Horticulture Analyst Hayden Higgins and US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi compare notes, while also discussing the effects of positive global demand.

Angus Gidley-Baird and Justin Sherrard take a look at the effect a US-China trade dispute will have on Australian and NZ animal protein.

With east coast grain prices reaching decade highs and domestic basis at record highs in some port zones of Australia, our Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon, and our Senior Animal Proteins Analyst Angus Gidley-Baird discuss the Australian feed grain complex. This discussion includes the drivers of these price highs, an outlook for how long they can be sustained, the outlook for domestic feed grain supply and demand together with prospects for grain imports.

How can New Zealand’s deer industry build on its recent successes and stay ahead of the curve? Our analyst Blake Holgate joins Otago agribusiness manager (and deer farmer) Brent Irving to discuss some of the key takeaways from a recent conference.

Why we revised it upwards, what’s underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank’s NZ Dairy Analyst, steps us through her views.

The world is awash with sugar… and things don’t look to be changing any time soon. From São Paulo, Andy Duff, our Global Sugar Strategist, joins Australian Sugar Analyst Georgia Twomey to discuss Rabobank’s outlook for the market.

What has been driving this extraordinary performance in wool prices and is it set to last? Rabobank Australia’s wool and sheepmeat analysts Georgia Twomey and Angus Gidley-Baird discuss the current dynamics in the Australian wool market.

Why the trade war isn’t over and two uncomfortable truths we have learned from it so far. Michael Every, Senior Asia Pacific Strategist, shares his insights.

The F&A Next conference recently hosted AgTech Investors, Corporates, Farmers and startups from around the globe in Wageningen, the Netherlands. In this AgTech podcast, Wes Lefroy and Harry Smit dissect the key themes from the conference and how they might influence the future of F&A; from farmers to consumers.

A shortage of labour to pick and pack some of NZ’s key export crops has become pronounced across horticulture and viticulture in NZ. Tim Hunt and Hayden Higgins talk about the current situation, how other developed economies are faring and possible future-focussed solutions.

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, joins Western Australian Esperance Branch Manager Ryan Meldrum to discuss the impact of WA’s recent rain and how this fits with the context of the very dry outlook for eastern Australia and what this will mean for local and global pricing outlooks for wheat and canola.

Over the past few weeks there have been some important shifts in the operating environment for Australian dairy farmers. But are they enough to trigger stronger expectations around profitability and milk pricing in 2018/19? Tim Hunt and Michael Harvey explore the situation.