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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

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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15:50

The Case of the Disappearing Daigou

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/25

The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowed through their supply chains. Emma Higgins and Michael Harvey take a look at the case.

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23:06

The Canola Files, Part 3: Golden Prices Flatten...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/24

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.

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18:40

Caught in the Crossfire? How Global Financial Markets...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/20

Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you believe it? The commonality in these different sectors ended up surprising them both.

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14:14

New Zealand Seasonal Dairy Outlook: A Note of Caution...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/11

Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.

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30:13

The Canola Files, Part 2 – Can AU Canola Capture EU...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/10

The EU, Australia’s largest canola export destination, is on track for a future wherein sustainability and chemical use are even more heavily regulated. How will this affect canola markets, and what will be the impacts on Australian exports? Rabobank’s Stefan Vogel, Global Grains & Oilseeds Strategist, and Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, delve into the details.

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15:14

Yearning for Normal: How Far Are Food Sales off...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/05/07

Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz.

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19:36

The Canola Files, Part 1: Canadian Canola Riding on...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/28

What will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in which we look over the horizon to what the next five to ten years might hold for global canola trade.

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18:42

Shaping the Next Generation of Beef Production:...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/22

Low cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.

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14:35

Ukraine-Russia Crisis: Implications for Grains Markets

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/20

Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Every,

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13:46

Global and Aussie Commodities: A Super Cycle or a...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/19

The last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Australia & New Zealand, delve into the details.

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27:56

Cotton Across Hemispheres – How US Plantings...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/19

Steve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.

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18:53

Are Canola Prices Too High?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/11

Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.

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13:57

Australian Dairy: In Pursuit of History

RaboResearch Food & Agribusiness Australia/NZ ·

2021/04/08

Emma Higgins and Michael Harvey discuss the central factors that will determine what the pursuit of history looks like for Australian dairy ahead of the 2021/22 season and whether it is achievable.

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723 results

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