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PODCAST

RaboResearch Food & Agribusiness Australia/NZ

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. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at

business investing

All Episodes

10:13

Inflation and interest rates: What is the big picture?

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/25

In this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about what a changing world could mean for interest rates in the years ahead.

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14:21

Looking down the aisles of supermarket inquiries

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/21

High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years.

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12:30

Australian winter crop gross margins: 2024/25 outlook...

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/20

Join RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons.

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10:44

Autumn in New Zealand | Agribusiness update and the...

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/18

Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months.

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17:35

Global dairy quarterly Q1 2024 | Finding a new...

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/07

Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability.

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23:05

Live cattle export season kicks off

RaboResearch Food & Agribusiness Australia/NZ ·

2024/03/04

With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season.

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21:13

Global pork markets remain under pressure

RaboResearch Food & Agribusiness Australia/NZ ·

2024/02/26

The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China.

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14:49

Almond outlook 2024

RaboResearch Food & Agribusiness Australia/NZ ·

2024/02/21

A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry.

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12:10

Australia dairy – Slowly trading places

RaboResearch Food & Agribusiness Australia/NZ ·

2024/02/20

Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector.

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15:35

New Zealand interest rates: Has something changed?

RaboResearch Food & Agribusiness Australia/NZ ·

2024/02/14

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.

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31:13

Australian outlook: Moving confidently into 2024

RaboResearch Food & Agribusiness Australia/NZ ·

2024/02/07

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

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15:51

Sheep markets shift in summer

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/25

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.

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21:30

Farm inputs chronicles: Is 2024 going to be a year of...

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/24

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

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15:15

Explainer: Why the Red Sea matters

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/19

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.

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29:54

The deep blue sea of grains and oilseeds. What does...

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/16

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.

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17:53

Cooling inflation inside the grocery basket for 2024

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/15

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.

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18:49

Bolled hopes for cotton markets in the new year

RaboResearch Food & Agribusiness Australia/NZ ·

2024/01/11

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.

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22:53

Throw a shrimp on the barbie: Global seafood outlook...

RaboResearch Food & Agribusiness Australia/NZ ·

2023/12/20

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.

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23:39

A year in review and what to expect in 2024

RaboResearch Food & Agribusiness Australia/NZ ·

2023/12/18

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?

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27:19

Production growing but slowing: Global animal protein...

RaboResearch Food & Agribusiness Australia/NZ ·

2023/12/12

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.

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712 results

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