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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

14:40

Shifting Gears in Global Dairy Trade: Cheese Reigns...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/16

Half a decade has brought significant change to global dairy trade flows, and the period between 2015 and 2019 has been no exception. Emma Higgins and Michael Harvey discuss how dairy trade flows have really shifted gears.

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26:29

Under- or Overdone in 2021? The Outlook for the...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/13

After the dramatic year that was 2020, what does 2021 have in store for the global meat industry? Blake Holgate and Angus Gidley-Baird chat with global strategist Justin Sherrard. What do we think production volumes will look like? And what are some of the key issues that will affect the industry next year?

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18:38

Harvest Hits 2020 | Tech We’ll Be Watching in 2021

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/08

How is ag tech going to further support farmers' decisions? Could buying farm inputs online impact the farm? In our final harvest hits episode, Cheryl Kalisch Gordon catches up with Wes Lefroy to discuss the tech we’ll be watching in 2021.

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19:32

A Comeback for Cotton in 2021?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/02

Charlie Clack and Angus Gidley-Baird assess the newly planted 2021 cotton crop, the impact of Chinese trade friction, as well as the domestic price outlook for the year ahead.

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32:32

Harvest Hits 2020 | 2021 Global Grains Price Outlook

RaboResearch Food & Agribusiness Australia/NZ ·

2020/12/01

2020 saw a bull run in Agri commodities that has defied all expectations. What have been the driving factors, and what does 2021 have in store for grains & oilseeds prices? Dennis Voznesenski catches up with Stefan Vogel, head of Agri Commodity Markets and grains & oilseeds research at Rabobank.

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24:01

E-Commerce in China Presents a Fresh Produce Growth...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/25

Tim Hunt, Sandy Chen, and Hayden Higgins discuss how e-commerce sales channels for fresh produce in China are changing the pathway to consumers. They discuss how this channel will continue to grow as well as the drivers behind this growth, and provide some food for thought on how to approach.

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17:59

Harvest Hits 2020 | Feed Grain Forecasts

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/24

Livestock demand was the driving force behind high local grain prices over recent years. Given that 2020/21 will bring rain and renewed pasture growth for so many regions, Dennis Voznesenski catches up with Angus Gidley-Baird to assess the feed grain demand outlook for 2020/21 and beyond.

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16:51

Harvest Hits 2020 | Getting Granular with Plant-Based...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/17

Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.

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23:11

Cashing in on Sustainable Agriculture

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/15

Hayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand’s agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.

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18:25

Seasonal Milk Flows in Oceania Dairy - With a Spring...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/12

Now that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.

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16:41

Harvest Hits 2020 | Cash in or Carry

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/10

Australia’s 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank’s Cheryl Kalisch Gordon joins Rabobank Western Australia’s Ryan Meldrum and Rabobank Victoria’s Darrin Findlay to discuss how this decision is likely to play out across the country.

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22:11

Is China’s Demand for Beef Waning?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/05

Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.

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20:16

Harvest Hits 2020 | Down Under Back Over

RaboResearch Food & Agribusiness Australia/NZ ·

2020/11/03

Australia’s long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.

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27:00

Unlocking Climate Friendly Meat: Supply Chain...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/10/28

With growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.

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18:30

Cotton Gets Caught up in Chinese Trade Tensions

RaboResearch Food & Agribusiness Australia/NZ ·

2020/10/22

Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?

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14:34

To Ship or Not to Ship: NZ Dairy Heifer Exports to China

RaboResearch Food & Agribusiness Australia/NZ ·

2020/10/14

Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.

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21:19

Racking up the Australian and New Zealand Lamb...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/30

Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.

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21:57

Has the Drinking-Milk Category Become a Covid Cash Cow?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/23

Tim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.

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16:39

Global Dairy Markets – A Delicate Rebalancing

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/22

Michael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.

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18:22

What’s up With AU Wheat Prices for 2020/21?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/20

A significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.

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723 results

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