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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

26:15

Sit for Victory - The Economic Cost of the Shutdown

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/22

Michael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.

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18:01

Do the Right Thing Right: Sustainability Challenges...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/19

Hayden Higgins is joined by Cindy van Rijswick to discuss core sustainability themes that fresh produce sector participants from across the globe highlighted in late 2019. Hayden and Cindy talk about the top five segments and discuss how relevant they may be in a post-Covid-19 environment.

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18:08

Global Dairy: How Bad Could It Get?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/16

Hayden Higgins is joined by Michael Harvey to digest the global dairy fundamentals that underpin RaboResearch’s milk price forecast ahead of the 2020/21 season.

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22:49

The Risk of Farm Input Supply Disruption for...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/15

Increased uncertainty in the usual supply chains of global agrochemicals and fertilizers has raised worries for domestic growers, including in the sugar sector. Wes Lefroy joins Charles Clack to chew the fat on recent supply disruptions and what our growers can expect in the coming months.

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20:41

Threading Our Way Through Covid-19

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/14

Angus Gidley-Baird and Charles Clack discuss the impact of Covid-19 on the Australian wool and cotton markets and what it means for the short-term outlook.

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11:33

The Great Aussie Wheat Swap Lift

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/13

Sam Chambers, Associate Director, Markets for Rabobank Australia and New Zealand, joins RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss swaps strategies in the context of Q1 volatility in global wheat pricing, the lower Aussie dollar, prospects for improved local production in 2020, and what should be on the radar for risk management as 2020/21 plays out.

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28:37

AU Grains Can Still Have a Good 2020 Despite Covid-19

RaboResearch Food & Agribusiness Australia/NZ ·

2020/04/09

Covid-19 has introduced uncertainty and downside in many agricultural markets. RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon and Agriculture Analyst Wes Lefroy discuss our revised outlook for grain and oilseed markets in 2020 amid the spread of Covid-19 and OPEC+ supply uncertainty.

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21:49

Grain Production Profitability in a Low-Margin Outlook

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/31

Covid-19 prevented Steve Nicholson, our US-based grain & oilseed analyst, from joining us in Australia in March, but that won’t stop the messages getting through! He joins Cheryl Kalisch Gordon, our Australia-based grain & oilseed analyst, in the podcast for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability.

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22:08

Where’s the Meat? Covid-19 and the Red Meat Industry

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/25

Angus Gidley-Baird and Blake Holgate talk about the impact Covid-19 is having on the Australian and New Zealand red meat industries.

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17:13

Global Dairy – A Coronavirus Hangover

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/23

Global dairy markets have experienced a volatile start to 2020. Despite the elevated levels of uncertainty, Emma Higgins and Michael Harvey take a look at the global dairy market fundamentals and how things might play out through the rest of 2020.

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19:36

Investing to Farm Under New Environmental Reforms

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/22

Blake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.

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23:32

NZ Dairy Land Values: Afloat but Drifting Sideways

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/19

Emma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.

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26:45

Shanghai Talking – A Local View of China’s Recovery...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/18

Sandy Chen, Rabobank’s Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.

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19:47

Cotton and the Coronavirus

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/10

Coronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer, there is a substantial link between coronavirus and the Australian cotton industry. Angus Gidley-Baird and Charlie Clack investigate.

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16:03

Coronavirus Plants Ag-Chem Concerns Ahead of the...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/04

Coronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and Cheryl Kalisch-Gordon discuss where some pressure points may lie ahead of crop planting.

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15:34

What Brexit Could Mean for Global Sugar

RaboResearch Food & Agribusiness Australia/NZ ·

2020/03/01

Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world’s major sugar exporters.

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18:03

New Directions for Australian Barley

RaboResearch Food & Agribusiness Australia/NZ ·

2020/02/27

There is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to find out where the pluses and minuses for pricing will be. Looking further ahead, they discuss how important new barley market access to Indonesia and India will be for Australian barley export prospects.

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16:52

What Will NZ Sheep and Beef Prices Do in 2020?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/02/24

Blake Holgate and Emma Higgins discuss what returns NZ sheep and beef farmers should expect to see in 2020, including the impact of coronavirus on the pricing outlook.

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16:30

EU 2020 Milk Peak – a Problem for Global Markets?

RaboResearch Food & Agribusiness Australia/NZ ·

2020/02/20

With EU milk production growing again, and the season peak around the corner, Michael Harvey Talks with Richard Scheper about what to expect for EU milk production in 2020.

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18:57

Indonesian Live Cattle Trade: Balancing Pressures in...

RaboResearch Food & Agribusiness Australia/NZ ·

2020/02/17

With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.

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723 results

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