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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

21:41

Easter lamb feast – Australian and New Zealand lamb...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/04/13

Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for

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15:48

What will mandatory climate disclosures mean for...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/04/09

Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture. Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and opinions contained or made in this publication have been compiled or arrived at from sources available at the time of publication that we believe to be

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12:44

Navigating the new US tariffs: Impacts on Australia's...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/04/03

Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch

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16:28

Grain, oilseed, and cotton update – US prospective...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/04/02

Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our

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15:18

Australia’s food market is embracing the new normal

RaboResearch Food & Agribusiness Australia/NZ ·

2025/04/01

In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at

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19:14

Grain gains: Unlocking Australian export...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/03/26

South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch

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23:10

Global geopolitics, US tariffs, and the impact for...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/03/21

Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia’s and New Zealand’s food and agricultural sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch

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14:22

Dissecting milk production costs

RaboResearch Food & Agribusiness Australia/NZ ·

2025/03/16

Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for most key producing regions. China has become more cost-competitive, while Oceania has the lowest costs. The next decade will see more expensive and variable operating costs, making cost control crucial for dairy producers to survive future challenges. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer

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12:48

Harvesting autumn opportunities in New Zealand

RaboResearch Food & Agribusiness Australia/NZ ·

2025/03/13

As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness monthly report of 2025 titled Harvesting autumn opportunities. Hear some valuable insights and opportunities, along with key points to keep an eye on this season. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer

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17:51

Demand is driving investment in US cheese capacity

RaboResearch Food & Agribusiness Australia/NZ ·

2025/03/03

Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer

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16:12

What's influencing Australian cotton prices?

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/27

Join Senior Macro Strategist Ben Picton and Commodities and Farm Inputs Analyst Paul Joules as they discuss the major factors influencing both domestic and international cotton prices. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer

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18:34

Global greenhouse update 2025

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/27

Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Specialist Lambert van Horen to discuss the latest trends in the global greenhouse industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information

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25:01

Implications of US tariffs for food and agriculture

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/26

Waves of US import tariff threats are felt on the shores of many countries that export food and agricultural commodities, as the implications and products impacted could be far reaching. Senior Animal Protein Analyst Jen Corkran and RaboResearch General Manager – Australia & New Zealand Stefan Vogel discuss global and local threats and opportunities for the food and agriculture sector. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer

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15:31

Making sense of greenhouse gas accounting for...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/24

Sustainability analysts Claudia Cammack and Anna Drake discuss why greenhouse gas (GHG) accounting in agriculture is becoming increasingly relevant, how companies can start, and potential incentives and opportunities around GHG measurement. Please note: the results referenced from the Rabobank Rural Confidence survey are representative of the sample of 1,000 farmers who participated in the survey. Terms referred to: SBTi = Science-Based Targets initiative, GAF tools = Greenhouse Accounting

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16:36

Growing G&O potential in the Danube basin and the...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/23

Join RaboResearch analysts Vítor Pistóia and Vito Martielli in a deep dive into the farming landscape of countries in the Danube River basin and their new role in global grain trade. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer

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19:46

Travels of an Aussie beef analyst: the US market

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/18

In February, Angus Gidley-Baird travelled to the US to speak at the NCBA cattle conference in Texas. In this podcast, he speaks with colleague Lance Zimmerman about the trip and the current state of the US cattle market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer

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20:18

Seeds of change: 2025 outlook for grains and farm inputs

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/10

Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss the key topics for grains, oilseeds, and farm inputs at the start of the year. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about

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20:17

The implications of Trump's tariffs for New Zealand...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/06

Join RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they dissect the Trump administration’s recent tariff announcements. Ben and Stefan unpack how economic policymaking is now being subordinated to economic statecraft and decode what this all might mean for New Zealand and Australia’s economic prosperity. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our

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16:26

All aces in New Zealand agriculture for 2025?

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/04

Find out what cards New Zealand agriculture has been dealt in 2025 as Jen Corkran and Emma Higgins discuss the recently released New Zealand agribusiness outlook. The 2025 ‘deck’ looks much improved for New Zealand agricultural producers, providing a relatively strong hand for the year ahead – and a strategic hand, if we play our cards right. Of course, there are some important watching points. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer

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24:41

Global animal protein outlook 2025 – Positioning for...

RaboResearch Food & Agribusiness Australia/NZ ·

2025/02/03

Jen Corkran and Angus Gidley-Baird discuss the recently released global animal protein outlook report, including what regions and sectors are expected to see growth and what some of the key issues will be in 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer

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700 results

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