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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

15:27

Checking the Pulse of China's Dairy Market

RaboResearch Food & Agribusiness Australia/NZ ·

2019/08/18

In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local supply picture and at how dairy consumption is tracking amid a weaker economic backdrop. This episode was also published on our sister podcast focused on Asian F&A: RaboResearch F&A Asia

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24:50

Heffalumps & Jagulars: Grain Market Implications of...

RaboResearch Food & Agribusiness Australia/NZ ·

2019/08/14

What happens when the world’s largest economies battle it out – and what does this mean for global grain markets and for Australia’s grain export prospects going forward? Join Cheryl Kalisch Gordon and Wes Lefroy for the latest outlook for grains in the escalating US-China trade war.

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24:14

NZ Red Meat Mid-Year Outlook (Part 2) – Beef

RaboResearch Food & Agribusiness Australia/NZ ·

2019/08/06

What will beef prices do over the remainder of 2019? In the second and final part of our series focusing on NZ’s red meat outlook for the second half of 2019, Blake Holgate and Hayden Higgins discuss the key factors that will drive beef returns over the coming months.

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20:09

The Gloves Come off in the Battle for Milk Supply

RaboResearch Food & Agribusiness Australia/NZ ·

2019/08/02

There is never a dull moment in Australian dairy! Tim Hunt and Michael Harvey take a close look at what is underpinning milk prices, from the retail shelves and farmgate to global markets.

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20:54

To Feed or Not to Feed: Can We Grow Grain-Fed Lamb?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/30

Feedlotting lamb is becoming more popular. Angus Gidley-Baird and Brian Samson look at the fundamentals in the Australian lamb sector to identify if there are possibilities for growth.

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19:30

Sugar Oversupply and Subsidies: Where’s the Good News?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/21

With crushing in full swing, the domestic harvest brings to light the topic of marketing in a tough environment. Wes Lefroy and Charlie Clack discuss Rabobank’s latest outlook and where there could be opportunities for growers.

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21:46

What’s in a Name? Dairy Implications in NZ-EU FTA...

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/18

Emma Higgins and Blake Holgate discuss where the EU-NZ FTA negotiation process is currently at, and what some opportunities and concessions might look like for New Zealand's dairy industry.

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19:51

NZ Red Meat Mid-Year Outlook (Part 1) – Sheepmeat

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/14

What does the second half of 2019 have in store for New Zealand sheepmeat prices? In part one of this two-part series focusing on New Zealand’s red meat outlook for the remainder of 2019, Blake Holgate & Emma Higgins discuss whether sheepmeat prices will be able to match last year's record levels. Part two, the outlook for New Zealand beef, will be released late July.

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16:17

Social Licence: Do You Want Fries With That?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/10

What can McDonald’s teach us about a social licence to operate? Tim Hunt and Wes Lefroy explore the company’s surprising history; the way it tackled waste, obesity, deforestation, and animal welfare; and the lessons for farmers and food companies facing the same challenges today. Grinding It Out: The Making of McDonald's – Ray Kroc (on Amazon) The Battle to Do Good: Inside McDonald's Sustainability Journey – Bob Langert (on Amazon)

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24:12

Trade Wars: Can-Kicking... Clock Ticking

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/03

An analysis of what was (not) agreed upon at the recent G20 summit, the impact of the US-China trade war on the real economy, and why we're still heading towards a difficult end game for Australian and NZ agriculture. Tim Hunt, Head of RaboResearch in Australia and NZ, enlists Michael Every, Rabobank’s Asia-Pacific Strategist, to explain.

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15:04

Glyphosate Tremors Hit Home

RaboResearch Food & Agribusiness Australia/NZ ·

2019/07/02

Against the backdrop of other glyphosate-related events, Australia’s first glyphosate-related court case was confirmed in June. Wes Lefroy is joined by Cheryl Kalisch Gordon to discuss the potential implications for Australian farmers.

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16:48

A New Definition of ‘Lamb’. What Does it Mean?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/25

With the new Australian definition of lamb in place from 1 July, Angus Gidley-Baird and Simon Hegarty take a look at the implications.

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19:46

A Soggy Start to the US Cotton Season

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/23

How could the US cotton season impact domestic growers in Australia? Wet weather, marketing, and geopolitics are on the agenda as Andrew Tasker joins Charlie Clack from St Louis, Missouri.

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18:26

The Bright Future for Tasmanian Horticulture and Wine

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/19

With Tasmania’s location, climate and collaborative approach within its many horticulture sectors, it is well-positioned to capitalise on rising demand for high-quality premium fresh produce and wines. Following the Tasmanian Fruit Growers Conference held in the first week of June 2019, Senior RaboResearch Analysts Cheryl Kalisch Gordon and Hayden Higgins discuss Tasmania’s ability to capitalise on this, as well as how technology will continue to have an increasing ability to add value for

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19:29

Global Dairy June 2019: Optimism in the Midst of Chaos?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/18

Emma Higgins and Michael Harvey explore the dynamics driving global dairy markets on the back of the release of RaboResearch's latest global dairy outlook report. What is the price direction for commodity markets; and what are the revised milk price forecasts for the new season?

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21:30

Still Off Track: Australia’s Grains & Oilseed...

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/17

In the wake of yet another dry start to the winter cropping season for much of Australia, Wes Lefroy and Cheryl Kalisch Gordon discuss their outlook for plantings, production, exports and pricing this season.

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20:47

Global Almond Outlook Remains Positive

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/05

Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both

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15:51

Tech Talk | Producing for the Personalised Consumer

RaboResearch Food & Agribusiness Australia/NZ ·

2019/06/02

One of the major trends that we are seeing among consumers is the evolution of personal nutrition plans. In our latest Tech Talk, Wes Lefroy is joined by Charlie Clack to discuss what this trend means for the future of farming.

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12:03

How Will African Swine Fever Impact NZ Dairy?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/05/29

Emma Higgins and Blake Holgate discuss some of the possible implications for dairy farmers as African Swine Fever rapidly takes hold of Chinese pork production.

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19:57

Does the US Still Need Australian Beef?

RaboResearch Food & Agribusiness Australia/NZ ·

2019/05/22

Angus Gidley-Baird talks to Don Close about the current situation in the US beef market, what the future looks like, and how it will affect Australian beef trade with the US.

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723 results

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