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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

18:50

A Closer Look at Brazilian Beef Production and the...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/29

New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank’s Animal Protein Analyst for South America.

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22:56

Australians, May You Live in Interesting Times

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/24

Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you’ll be in for some surprises.

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18:46

Food Market Learnings From Q2 Earnings

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/22

Public food and beverage companies have just reported on the performance of their food markets for the June quarter. Overall, it was one of the more fascinating periods for food markets. To discuss why, Emma Higgins and Michael Harvey look at what we learned from the latest earning season.

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28:11

Tectonic Grain Shifts With Michael Every and Steve...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/10

Listen in as Sydney-based Agricultural Analyst Dennis Voznesenski chats with Global Economics & Markets Strategist Michael Every in Singapore and Global Grains & Oilseeds Strategist Steve Nicholson from Saint Louis. Together, they discuss the fundamental changes happening in geopolitics and grains worldwide, and consider what that actually means for Australian growers.

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20:15

NPK, Easy as ABC – Farm Input Outlook and Availability

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/04

What has been happening to fertiliser and agrochemical prices? What price-direction factors should we keep an eye on? And what does availability look like over the next 12 months? Listen in as New York-based Farm Inputs Analyst Sam Taylor speaks with Sydney-based Agricultural Analyst Dennis Voznesenski.

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12:44

A Look Inside the Grocery Baskets

RaboResearch Food & Agribusiness Australia/NZ ·

2022/08/03

Emma Higgins and Michael Harvey unpack the latest local food inflation numbers and ask: “Are we past peak food inflation yet?”

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20:06

Is the Chinese Meat Market Still Firing?

RaboResearch Food & Agribusiness Australia/NZ ·

2022/07/27

Australian and New Zealand sheepmeat exports to China have dropped while beef has remained steady. Angus Gidley-Baird and Genevieve Steven chat with Chenjun Pan to understand what might be causing this and whether it is likely to continue in the future.

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14:13

The 'Avo'lanche of Australian Avocados

RaboResearch Food & Agribusiness Australia/NZ ·

2022/07/25

Michael Harvey and Pia Piggott address the oversupply and production outlook of Australian avocados. Listen to learn about the latest dynamics driving the Australian avocado market. Bumper avocado harvests across Australia have caused a national oversupply, putting significant pressure on tray prices. At the same time, global events have distorted consumer markets and tangled supply chains, with cost headwinds being felt on farms. Over the next five years, Australia will need to navigate a period of

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19:54

How Can Southeast Asia Help Farmers Reduce Emissions?

RaboResearch Food & Agribusiness Australia/NZ ·

2022/07/20

General Manager for RaboResearch Australia and New Zealand Stefan Vogel and Agricultural Analyst Dennis Voznesenski discuss the opportunities and challenges faced by our neighbors in Southeast Asia as the global grains industry moves towards its sustainability goals. In the process, they talk about the key sources of on-farm emissions and the opportunities for developing technology to reduce those emissions.

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18:45

When Will Container Shipping Get Cheaper and Smoother...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/07/07

Covid-driven labor shortages and port congestion quickly drove freight rates higher last year. What is the way forward, and how quickly (if at all) will freight rates get cheaper? More importantly, when will supply chains overcome the bottlenecks and restore reliability to container shipping? Tune in as RaboResearch Supply Chains Analyst Viet Nguyen joins Stefan Vogel, General Manager for RaboResearch – Australia & New Zealand, to discuss the insights from his recently released report on global

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22:54

Global Dairy Markets – Are We There Yet?

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/30

Emma Higgins and Mick Harvey address the question: Are we passed the peak in global commodities markets? Listen to learn about the latest dynamics driving global and local markets.

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27:24

Interesting Times: How Quick and How High Will...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/29

RaboResearch Global Economics Strategist Michael Every provides an outlook for Australia’s interest rates. Together with Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, he discusses the speed and the level with which the Reserve Bank of Australia will have to raise cash rates further, if raising interest rates is actually a good tool to get inflation back into the 2% to 3% target range, and why it is important how much the US Fed raises interest rates.

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22:00

Global Currents Shifting Seafood Trade

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/22

Angus Gidley-Baird speaks with RaboResearch Seafood Analyst Novel Sharma about what has changed in global seafood markets since Covid and which markets are growing.

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21:54

Is Sugar Taking a Hit From the Russia-Ukraine War Too?

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/20

RaboResearch’s Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisch Gordon. Together they discuss the global and Australian pricing outlook, including when volatility is likely to hit.

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17:49

Climate-neutral Beef Coming to a Store Near You

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/15

Join Genevieve Steven, Agriculture Analyst for New Zealand, and Angus Gidley-Baird, Senior Animal Proteins Analyst for Australia, as they walk through Rabobank’s latest Global Beef Quarterly report and discuss progress in the carbon-neutral product space.

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17:23

Firm Prices To Kick Winter Off

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/14

Join New Zealand-based agriculture analysts Emma Higgins and Genevieve Steven to discuss the June Agribusiness Monthly Report and take a closer look at commodity prices, input costs, and FX.

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21:49

Stewing over the New Zealand and Australian Lamb...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/05

Angus Gidley-Baird and Genevieve Steven discuss what is going on in the New Zealand and Australian lamb industries. Together, they review how production is shaping up, what is happening in export markets, and what this might mean for prices.

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19:21

Hopes on a Hat-trick: Australian 2022/23 Winter Crop...

RaboResearch Food & Agribusiness Australia/NZ ·

2022/06/02

Global hopes are that Australia can deliver a hat-trick of great grain & oilseed production in 2022/23, and local hopes are on a hat-trick to secure good margins in a high input cost world. Cheryl Kalisch Gordon and Dennis Voznesenski discuss their just-released report on crop-planting expectations, their thoughts on production, and where they see global and local prices over the coming year.

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15:06

New Zealand Dairy: Buckle up for the Season Ahead

RaboResearch Food & Agribusiness Australia/NZ ·

2022/05/22

Emma Higgins and Michael Harvey take a closer look at the key messages from the annual New Zealand dairy seasonal outlook.

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16:32

WASDE and Where Global G&O Prices Are Headed in 2022/23

RaboResearch Food & Agribusiness Australia/NZ ·

2022/05/17

Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.

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713 results

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