x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

15:28

Will Urea Suffer the Same Fate as Phosphate?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/31

Farmers are acquiring their nitrogen as we head into the winter season in the southern hemisphere. Does urea face the same price and supply pressures as phosphate? Sydney-based senior farm inputs analyst Wes Lefroy is joined by Sao Paulo-based global fertiliser research lead Matheus Almeida to discuss what has been driving the market and where global urea prices are likely to head from here.

en

20:06

Are Wool Stocks a Problem?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/24

Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.

en

25:44

How Many Burgers Does USD 1.9 Trillion Get You?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/23

Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.

en

11:45

ICE #2 Cotton: On a Tear or Torn Apart?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/22

After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead. This episode also appears on

en

14:20

What Will Australia Do With All of Its Barley?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/18

Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.

en

18:39

Oceania Dairy: Is the Price Rise Sustainable?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/17

Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?

en

14:30

Rising Ethanol Capacity in Asia and Impacts on...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/03/10

Ethanol production capacity in Asia – particularly in India and Thailand – has the potential to divert cane processing away from sugar production. Wes Lefroy and Charlie Clack dissect the subject, highlighting the possible implications for Australian cane growers.

en

25:13

Champions Adjust – What We Learned From the World’s...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/28

Michael Harvey and Tim Hunt pick through the results of companies like Nestlé, Danone, Unilever, and McDonald's. They assess the pace of recovery in top line sales, whether channel distortion is waning, and the return of sustainability to centre stage.

en

22:16

How Fast Is the Cattle Herd Rebuilding?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/23

Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that into action.

en

15:13

Is It Time to Rethink When We Buy Inputs?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/22

In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of whether farmers will get their phosphate this season and if it's time to rethink when they buy inputs.

en

18:18

Does the provenance of cotton matter? US, EU and the...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/17

Following US import restrictions on China’s Xinjiang cotton, and possible future legislation from the EU and UK, Angus Gidley-Baird and Charlie Clack delve into what this could mean for the world’s cotton market. Has fibre provenance now emerged at the heart of sourcing decisions? Or are the impacts for Australian growers more subdued?

en

12:48

Liquid Milk Exports to China – a Heathy Boost in Growth

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/15

Emma Higgins and Michael Harvey kick off the year with a look at what unfolded in 2020 and what is in store in 2021 for the liquid milk export sector.

en

15:32

Is the Dragon's Roar Worse Than Its Bite When It...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/14

China has threatened to impede a range of Australian ag exports. Yet in December, Australia shipped over AUD 1bn of food, beverages, and fibre to China. Has China pulled back on its plans, or is there more nuance to this story? Tim Hunt and Dennis Voznesenski answer that one.

en

30:47

2021 Outlook for Australian Ag – Part 2

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/11

The RaboResearch team addresses the outlook for Australian ag, focusing first on cotton and ag land values before trying their hand at answering live questions from the audience on fertiliser prices, pulses, barley, the EYCI, wool, sugar, and China risk for dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 has been released a day after Part 1.

en

29:26

2021 Outlook for Australian Ag – Part 1

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/10

The RaboResearch team addresses the outlook for Australian ag, digging into beef, grains, and dairy. This podcast was recorded with an audience who could watch online and ask questions of any of the analysts. Thanks to all who joined us – it made for a great session! Part 2 will be released a day after Part 1.

en

23:40

Can NZ Farmers Expect Another Profitable Year in 2021?

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/09

Emma Higgins, Blake Holgate, and Tim Hunt explain how NZ agriculture has managed to stay profitable through the worst global economic crisis since the second world war and discuss if this can hold as the year progresses.

en

19:05

Australian and Global Grains Prices in 2021

RaboResearch Food & Agribusiness Australia/NZ ·

2021/02/03

2020 saw a near-record winter crop harvest in Australia and trade barriers put up by a key trading partner, so why are Aussie grain prices not lower? Dennis Voznesenski and Wes Lefroy answer this question and give direction on where prices may head in 2021.

en

18:12

Fertiliser Demand Revival

RaboResearch Food & Agribusiness Australia/NZ ·

2021/01/27

Global fertiliser prices have been increasing over the last three months. Will they continue to rise? Farm Inputs analyst Wes Lefroy catches up with Charles Clack to discuss Rabobank’s latest Semi-Annual Global Fertilizer Outlook: Demand Revival.

en

18:36

Australian Ag Prices Have Never Been This High in...

RaboResearch Food & Agribusiness Australia/NZ ·

2021/01/26

The Rabobank Rural Commodity Price Index sits at a record high for January, yet the world economy is weak, a bumper local crop was just harvested, and the AUD sits in the high 70s. Tim Hunt and Dennis Voznesenski take on this puzzling equation to explain what’s driving markets for Australian farm products. See the Rabobank Rural Commodity Price Index here

en

18:17

Crushing 2021: An Early Look at New Season Sugar

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/20

Following the release of Rabobank’s latest Sugar Quarterly report, Wes Lefroy and Charlie Clack discuss the 2020 crush, outline expectations for the coming season and highlight the key risk for markets and prices in 2021.

en

723 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...