RaboResearch Food & Agribusiness Australia/NZ
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 229:14:56
- Mais informações
Informações:
Sinopse
Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
Episódios
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Insights from the IFPA Global Produce and Floral Show 2023
25/10/2023 Duração: 13minJoin RaboResearch associate analyst Pia Piggott alongside the global Fresh Produce team to discuss insights from the 2023 Global Produce and Floral Show in California.
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Southeast Asian dairy markets – Better times ahead
23/10/2023 Duração: 16minEmma Higgins and Michael Harvey recap the key takeaways from the recently released report Southeast Asian dairy markets – In transition to better times. These dairy markets are in a time of transition as they cycle out of a period of channel disruption, sluggish consumer demand for dairy products, and downstream margin pressure. In the longer term, the region will remain a fierce battleground with room for local brands and traditional export players to expand volumes in a growing market.
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Prices are the silver lining as production totals fall – Diving into Australia’s winter crop forecast
19/10/2023 Duração: 24minJoin RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the recently released winter crop production report and dive into Australia’s winter crop forecast and the dynamics influencing global and local grain and oilseed prices.
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The Israel conflict's impact on Oceania food, energy, and fertiliser
17/10/2023 Duração: 27minWhat will be the food, energy, and fertiliser impacts of the conflict in Israel? Mike Every, Rabobank's global strategist and geopolitics expert, and Stefan Vogel, General Manager RaboResearch AU/NZ, discuss the current situation's potential impact for farmers. They also consider scenarios for a wider-spreading conflict.
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The green future of table grapes
15/10/2023 Duração: 15minJoin RaboResearch senior analyst Gonzalo Salinas and associate analyst Pia Piggott as they discuss the table grape outlook and developments in major production regions.
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October New Zealand Agribusiness Outlook
11/10/2023 Duração: 14minJoin RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss key takeaways from the latest New Zealand Agribusiness Monthly: El Niño has officially arrived.
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Is the dragon still hungry? Meat demand in China
10/10/2023 Duração: 20minAngus Gidley-Baird chats with Senior Animal Protein Analyst Chenjun Pan about consumer demand for meat in China given the slower economic conditions and the high levels of inventory in the system.
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The RBA is on hold, but are hikes to come?
05/10/2023 Duração: 12minJoin RaboResearch senior market strategist Ben Picton and associate analyst Pia Piggott as they discuss the outcomes of the Reserve Bank of Australia's latest meeting.
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How Will Developments in the Chinese Dairy Sector Impact Dairy Imports?
01/10/2023 Duração: 14minJoin RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent China Dairy Outlook Through to 2032 report and what this means for New Zealand and Australian dairy exports.
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Counting the Numbers in the Livestock Market
25/09/2023 Duração: 23minAngus Gidley-Baird and Ed McGeoch talk through recent slaughter and production numbers for the Australian sheep and cattle markets. Both have shown strong increases since last year, but getting down into the details reveals further information on the status of the national flock and herd and what this might mean for numbers hitting the market in the months to come.
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Global Dairy Q3 2023: Progressing Past the Pain
21/09/2023 Duração: 14minJoin RaboResearch senior analyst Emma Higgins and associate analyst Pia Piggott as they discuss the recent Global Dairy Quarterly for Q3, including the milk supply outlook and what this means for prices.
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Bolled Expansion of the Cotton Industry in the Northern Territory and Western Australia
18/09/2023 Duração: 14minJoin RaboResearch analysts Edward McGeoch and Pia Piggott as they discuss Rabobank’s recent Northern Territory and Western Australia Cotton Tour and what’s in store for cotton markets.
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September New Zealand Agribusiness Outlook
12/09/2023 Duração: 11minJoin RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss the recent New Zealand Agribusiness Outlook for September.
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Australian Fertiliser Outlook 2024/25 – Charting New Strategies To Thrive
10/09/2023 Duração: 14minJoin analysts Vitor Pistoia and Edward McGeoch as they walk listeners through what is going on in the fertiliser market.
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Final Phil – Interest Rates and the RBA’s New Era
07/09/2023 Duração: 12minJoin RaboResearch Associate Analyst Pia Piggott and Senior Strategist Ben Picton as they say farewell to outgoing RBA Governor Philip Lowe. Will his successor be taking a different approach to the inflation fight? How is the economy performing? And what are the factors that could influence the RBA’s decisions on future rate movements?
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Oceania Dairy | Spring Update, August 2023
30/08/2023 Duração: 17minThe spring peak is fast approaching in New Zealand and Australia. Emma Higgins and Michael Harvey touch base to look at the farm settings ahead of the critical period for dairy farm businesses across the Tasman.
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Red Meat Update – Tassie Style
29/08/2023 Duração: 22minStuart Whatling, Area Manager for Tasmania, and Blake Holgate, Head of Sustainable Business Development – New Zealand, join Senior Animal Protein Analyst Angus Gidley-Baird to recount the Tasmanian Red Meat Update sessions, including Blake’s presentation, “Farming Under the Spotlight – Lessons from NZ.”
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Swimming in Wine: Navigating Oversupply in the Australian Wine Industry
23/08/2023 Duração: 13minJoin RaboResearch analysts Pia Piggott and Dennis Voznesenski as they discuss the recent Wine Quarterly, Swimming in Wine: Navigating Oversupply in the Australian Wine Industry.
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Opportunities for Australian Wheat in Africa
20/08/2023 Duração: 14minIn this episode, Rabobank Australia's Senior Agriculture Analyst Dennis Voznesenski is joined by Senior Grains & Oilseeds Analyst Vito Martielli, who just released an incredibly interesting paper on eastern sub-Saharan Africa. Vito dives into the future challenges and opportunities for the region and whether there are any opportunities for Australia.
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Navigating an Unpredictable Global Wheat Market
15/08/2023 Duração: 16minJoin Horticulture Analyst Pia Piggott and Senior Grains & Oilseeds Analyst Dennis Voznesenski as they delve into the outlook for an unpredictable global wheat market and discuss the main factors that could throw the forecast off course. Pia and Dennis also briefly touch on China's recent removal of the barley anti-dumping tariff.