RaboResearch Food & Agribusiness Australia/NZ

Cheryl Kalisch Gordon speaks to Rabobank’s London based Global G&O Strategist, Stefan Vogel, about the direction of global wheat, feed grain and oilseed prices in 2018 and implications for the Australian grains and oilseeds sector in the coming year.

Murray Goulburn, formerly the largest dairy company in Australia, is in the process of being sold. Saputo, a top-ten global dairy company, has tabled an offer to acquire Murray Goulburn's assets, which will boost cash flow for their suppliers. So what does the completion of the transaction ultimately mean for the Australian dairy supply chain? Tim Hunt and Mick Harvey digest the deal.

Global Strategist Justin Sherrard discusses how alternative proteins will impact Australian and New Zealand meat industries.

What does the resurrection of the Trans-Pacific Partnership mean for Australian grain exports? Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst for RaboResearch, talks to Michael Harvey about the latest developments. And we also take a look at recently announced tariffs, quotas on pulses and wheat exported to India, as well as other developments in grain market access in 2017.

Wool and lamb markets continue to break through the record books. Georgia Twomey discusses the extraordinary market dynamics in the latest RaboResearch Podcast, what factors to watch out for in the new year as to whether these prices can be maintained and where to next for the Australian sheep flock.

Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.

The first episode in an introductory series to AgTech and its implications, featuring Wes Lefroy.

Asia Pacific Strategist, Michael Every, assesses the wash-up for food companies and farmers in Australia and New Zealand.

Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond

Harvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.

Sandy Chen explains the most important day on the Chinese shopping calendar, the role of imported food and what the event says about evolving trends in this complex consumer market.

With policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.

Canola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.

The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.

The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?

As we have anticipated, Chinese buyers have been very active in recent months. We discuss what is driving the increase in shipments and whether we can anticipate this to continue going forward.

12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.

The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.

The global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.

Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".