RaboResearch Food & Agribusiness Australia/NZ

Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Canada Roxane Lieverse as they discuss the highly successful Canadian Grains Knowledge tour they recently completed in July. Listen as they discuss tour insights, learnings, Canadian seasonal conditions, and global grain demand and supply fundamentals.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Following the release of the much anticipated June quarter CPI data for Australia, Pia Piggott and Michael Harvey sat down to have a close look at what is happening in the food basket. Is there relief for consumers, or is sticker shock a real possibility?   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.     RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

US domestically produced lean trim prices have reached record levels. What impact is that having on Australian and New Zealand cattle prices? Angus Gidley-Baird chats with Jen Corkran about the lean trim market and what impact it is having on domestic cattle prices.      RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer here and our New Zealand RaboResearch disclaimer here for information about the scope and limitations of the Australian and New Zealand RaboResearch material published on the podcast. For material outside of Australia and New Zealand, please refer to our global disclaimer here. 

Angus Gidley-Baird chats with Daker Pern about the current state of the Australian lamb market and what might be driving prices higher. They also touch on what’s coming up at LambEx 2024.

Join RaboResearch analysts Vitor Pistoia and Andrick Payen as they discuss the United States' 10-year crop outlook and how it could impact global prices for grains and oilseeds.

In this episode, Bethan Wearmouth, Senior Fraud Manager at Rabobank, shares her expert insights on the latest scam trends and offers practical tips on how you can protect yourself.       Please refer to our disclaimer: https://www.rabobank.com.au/knowledge/disclaimer  

Emma Higgins and Jen Corkran have a relaxed chat about highlights from the recent July Agribusiness Monthly including why beef is booming, how butter is back, and how helpful fertiliser prices are in New Zealand. 

Join RaboResearch analysts Pia Piggott and Vítor Pistóia as they discuss the recent volatility in grain and oilseed prices following the Northern Hemisphere wheat harvest, trade wars, and intense rainfall in key producing countries.

Angus Gidley-Baird joins Michael Harvey to discuss two watershed events that will see a further transformation of the Australian dairy supply chain. 

Emma Higgins and Jen Corkran talk through the latest Rabobank New Zealand farmer confidence survey results.

Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest global avocado outlook. 

Senior Analyst Angus Gidley-Baird and Henry Treloar, Rural Manager Adelaide, talk through the current situation in the Australian wool market and how the next six to twelve months may shape up.

Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather.

Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions.  

Join RaboResearch analysts Anna Drake and Vítor Pistóia as they discuss the outlook for 2024/25 Australian winter crop acreage and tonnage and how they will impact prices by year-end.

Join RaboResearch Senior Analysts Emma Higgins and Michael Harvey as they discuss the New Zealand and Australian dairy market settings and what can be expected for the new production season. 

Global Sugar Strategist Andy Duff joins analyst Pia Piggott to discuss the latest updates in the sugar market. 

Join RaboResearch analysts Pia Piggot and Vítor Pistóia as they discuss recent developments in crops around the globe and how they are impacting G&O prices. This episode was recorded on 23 May 2024.

Angus Gidley-Baird speaks with Lance Zimmerman, a Senior Animal Protein Analyst based in the US, at the end of his two week tour of Australia to discuss the US cattle market and his perspective on the Australian cattle market.