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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

20:56

Sweet, Sweet Speculation: How Funds Are Supporting Sugar

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/10

Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.

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21:57

How Long Can Cattle Prices Stay High?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/09

Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.

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12:26

Can(ola) Prices Hold on in Australia?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/08

Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.

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20:50

China Bans CBH Barley, but Damage Was Already Done

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/03

Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.

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20:50

Unlocking Farmers' Digital Decision-Making Capacity

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/02

How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."

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18:56

Opportunity Awaits the ‘Bolled’ and Brave – A...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/09/01

Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.

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12:56

Has Australia's F&A Industry Passed Peak Exposure to...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/30

Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.

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19:32

Producing 6 Servings of Veg and 2 Servings of Fruit...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/26

Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.

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18:23

Funding the Expansion of New Zealand’s Kiwifruit...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/17

Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.

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15:21

Building an E-Commerce Strategy in Wine – A 101 Playbook

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/16

In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.

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20:25

Will Covid Curb Southeast Asian Imports?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/11

Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.

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23:33

Pivoting on Purpose: How Two Catalytic Events Are...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/10

Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.

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12:38

NZ Freshwater Reforms – What Farmers Need to Know

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/05

In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.

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25:25

How Are Food Giants Getting Through the Crisis?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/04

Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.

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19:02

All Roads Lead to China. What Next for China's...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/08/03

Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway.

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27:33

Fairness, Equality, and Family Farm Succession Planning

RaboResearch Food & Agribusiness Australia/NZ ·

2020/07/30

How do families negotiate their way through the issues of fairness and/or equality in inheritance when their goal is to ensure continuation of the farm and a happy family? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share how families account for contributions to the business, individual expectations, and financial reality.

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20:09

Unwinding the Threads of the Wool Market for 2020/21

RaboResearch Food & Agribusiness Australia/NZ ·

2020/07/29

Angus Gidley-Baird and Dennis Voznesenski take a look at what we think will shape the 2020/21 wool season.

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20:17

Stress in the Cotton Supply Chain: Issues Growers...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/07/22

Victor Ikeda joins Charlie Clack to talk over the prospects for 2020 cotton production, logistics, and demand as a record Brazilian cotton harvest gets underway. Amid the pandemic, it has become clear that both Brazilian and Australian growers are seeing similarities in terms of supply chain stress and short-term market drivers.

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15:01

NZ | How Will Nitrogen Prices Fare Heading Into Spring?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/07/16

With farmers across New Zealand preparing for spring nitrogen applications, Wes Lefroy, and Blake Holgate discuss Rabobank’s latest global fertiliser outlook.

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15:39

The US Premium Wine Market Takes a Battering in...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/07/13

In Part 1 of a two-part series, Hayden Higgins and Blake Holgate discuss the impact of Covid-19 containment measures on US wine sales in on-premise channels and the implications for Australasian exporters, as well as touch on e-commerce channels, which will be a feature of Part 2.

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723 results

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