RaboResearch Food & Agribusiness Australia/NZ

Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates.

Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024.

Join RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is happening in New Zealand. Covering price movements and supply dynamics, they share a look at where the market is heading. 

Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers.

Join RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how global climate trends and geopolitics can shape markets.

Stefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food inflation cycle and look at what’s in store for the grocery basket in 2024.

Join RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the new year. Everything from production to prices is covered, alongside key drivers and focuses for 2024. 

Jen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp production.

Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New Zealand's economies in 2023 and make some predictions for 2024. What did we get right, where were we surprised, and how might the picture be different in the year ahead?

Anaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Global animal protein outlook 2024, to get the insights on the key themes that we believe will play out in 2024. 

Join RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global markets could react.

Ed McGeoch and Michael Harvey join forces to have a look at RaboResearch's recent Global dairy map and unpack some of the key features and themes impacting the global dairy trade arena.      Rabobank clients can receive a copy of the Global dairy map by contacting their relationship manager. 

Stefan Vogel, general manager RaboResearch Australia and New Zealand, is joined by his colleagues from Europe Cindy van Rijswick, global strategist for farm inputs, and Doriana Milenkova, specialist farm inputs, who recently attended Agritechnica 2023 in Germany to discuss the biggest, best, and latest in ag tech.

Join RaboResearch analyst Edward McGeoch and senior grains & oilseeds analyst Owen Wagner, based in the US, as they discuss the state of the US cotton industry off the back Owen’s recently released report, Living on a thin line: Overcoming the confluence of challenges facing cotton in 2023.

Michael Harvey and Ed McGeoch use the opportunity to unpack the latest earnings updates from a range of food and beverage companies to try and better understand what is happening inside the average grocery basket.

Join RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.

Join RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.

Join RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released cotton report that dives into the current emissions reduction landscape in the apparel and textile industry and how this flows through to the cotton supply chain.