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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

12:27

Another Year of Buying Crop Inputs Early?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/08/03

Throughout 2021, higher prices and supply chain disruption have prompted Australian farmers to buy their fertiliser and agrochemical supplies earlier than usual. Was this a one off, or is this buying pattern here to stay for 2022? Wes Lefroy joins Michael Harvey to discuss.

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23:12

Any Catches for Aussie Cotton?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/08/02

The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global market outlook and local Australian conditions. This episode also appears on our sister podcast RaboResearch Agri Commodities

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12:57

NZ Urea Prices Are at Record Highs… but Is It All Bad...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/27

For the first time since 2012, local NZ urea prices have nearly cracked NZD 800/tonne. Why? And just what does this mean for dairy margins ahead of the spring? Wes Lefroy, Senior Inputs Analyst, and Emma Higgins, Senior NZ Analyst, answer these questions… and many more!

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19:19

What’s Driving the US Lamb Market

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/26

Australian lamb is seeing a lift in US import prices. Angus Gidley-Baird speaks with US Rabobank Rural Manager Kyle Brungardt about the US lamb industry, including the dry conditions that are impacting supply and the demand that is driving prices.

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19:51

Heavy Rains Batter Europe as Harvest Gets Serious

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/25

First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist for Grains & Oilseeds based in Europe, to delve into the details.

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33:37

Trading (Dry) Places

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/20

RaboResearch Grain & Oilseed Analysts Cheryl Kalisch Gordon (Australia) and Steve Nicholson (US) discuss the vastly different seasonal conditions of Australia and North America, what the hot temperatures and insufficient rainfall across important grain-growing regions of the US and Canada mean for the pricing outlook, and opportunities for Australian grains this year.

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20:22

GHG Emissions in the Beef Supply Chain: Opportunities...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/19

Angus Gidley-Baird chats with Eva Goscik and Justin Sherrard, authors of a recent Rabobank report titled Greenhouse Gas Emissions in Beef Supply Chains, about opportunities to reduce GHG emissions and who might drive this change.

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19:53

What Didn’t Make the Front Page?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/13

Listen in as Wes Lefroy and Dennis Voznesenski take a look at some interesting things that you might have missed in the headlines recently. In this wide-ranging podcast, we discuss wheat exports, apparel sales, foreign investment – and we even provide a quick review of a new agriculture reality show on Amazon. Enjoy!

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18:13

Will Winter Cool Rising NZ Ag Prices?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/12

Emma Higgins and Cheryl Kalish Gordon discuss whether the winter period can hold the pricing heat for NZ ag commodities.

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21:17

Can Mid-Year Momentum be Maintained for Aussie Ag?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/07/11

Prices are good, production prospects are good as we enter FY2022. Cheryl Kalisch Gordon and Angus Gidley-Baird, RaboResearch Senior Analysts in Australia catch up to discuss Aussie Ag’s momentum and if it can be maintained.

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18:27

Australian Winter Crop Planting Outlook and Its...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/30

In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia. This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Asia

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15:53

Bringing the Heat: Milk Pricing in the New World

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/29

Angus Gidley-Baird joins Michael Harvey to take a look at the hot and new world of milk pricing in Australia.

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13:16

Australian Urea: Am I Getting Ripped Off?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/21

Local urea prices have been increasing quickly in recent weeks – in some cases rising AUD 50/tonne in one week! Are these price rises justified? Cheryl Kalisch-Gordon and Wes Lefroy discuss.

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17:05

Booming Commodity Prices Rubbing off on Wool

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/20

Angus Gidley-Baird and Dennis Voznesenski discuss what is shaping the commodity price boom and how this is rubbing off on the Australian wool industry.

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31:21

The Exit Interview – Tim Hunt

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/16

On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.

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27:05

Maintaining the Momentum: Can Food Companies...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/09

Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies in 2020, the reasons why they may be able to hold onto some of these gains as the pandemic recedes, and three levers they are pulling to maximise their chances of success.

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16:09

Dairy Stuck in Neutral… For Now

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/08

Emma Higgins and Mick Harvey discuss the latest dairy market dynamics and forecasts.

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13:11

Export Tax Gains for Australian Croppers and Russian...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/07

In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details.

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14:34

The Canola Files, Part 4: A Dive Into the Black Sea

RaboResearch Food & Agribusiness Australia/NZ ·

2021/06/02

This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face selling canola to the EU. Dennis Voznesenski, local Grains & Oilseeds Analyst, and Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, and the Black Sea region, look into the details.

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15:50

Are High Land Prices Sustainable?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/27

For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.

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716 results

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