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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

17:43

Harvesting the Benefits of Digital Agriculture

RaboResearch Food & Agribusiness Australia/NZ ·

2017/06/20

RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture’ in Melbourne. He is joined by Tim Hunt to discuss the key themes from the conference and the implications for farmers.

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15:57

Milk Prices Are In: It's Back To The Future vs....

RaboResearch Food & Agribusiness Australia/NZ ·

2017/06/19

The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processors chose to break rank. But is this a watershed moment for the industry? And how do local milk prices compare to Rabobank’s expectations... and to global peers?

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21:37

A Global Perspective on New Zealand’s Red Meat Prospects

RaboResearch Food & Agribusiness Australia/NZ ·

2017/06/09

Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the short and long term prospects of New Zealand beef and lamb.

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18:40

Bungle In The AgTech Jungle: Australia & NZ

RaboResearch Food & Agribusiness Australia/NZ ·

2017/06/08

While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption and the future of digital farming, and in particular the report ‘Bungle in the AgTech Jungle’.

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10:23

Pulsating Pulse Prices—What’s in Store for Chickpeas?

RaboResearch Food & Agribusiness Australia/NZ ·

2017/06/06

Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian purchases and domestic disease risks create an uncertain price outlook. Cheryl Kalisch Gordon and Charlie Clack provide Rabobank’s view on prices in the 12-month period.

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22:06

Forward Marketing Agreements in the Australian Beef...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/31

Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics mean managing price, quantity and quality are now more important than ever. Forward marketing agreements provide an ability to manage these risks and need to become a more common part of the beef industry. This podcast summarises the report of the same title released by RaboResearch in May.

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17:21

Australian Cotton Outlook - Reasons to keep smiling

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/30

Disappointing cotton yields have spelt concerns for many Australian growers but, in our view, there is still much to be optimistic about. Wes Lefroy is joined by Charlie Clack to talk prices for Australian cotton in the 12 month period and beyond; a podcast to compliment Rabobank’s latest ‘Australian Cotton Outlook’ research note.

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22:07

Coming off a Sugar High: What’s Next for Growers?

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/23

After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.

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16:56

NZ Wine: Harvest, Exports, and Optimal Alignment

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/23

With NZ’s 2016/17 wine grape harvest complete, Marc Soccio assesses the impact of adverse weather on quantity and quality. Marc also looks at the health of key export markets, and addresses the need for grape growers and processors/marketers to align in order to maximise the chances of success in coming years.

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15:19

Murray Goulburn on the Slow Road To Recovery

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/23

Tim Hunt and Michael Harvey take a close look at developments in the Australian dairy sector over the past month—including a look at the outcome of the much-awaited operational review by Murray Goulburn, and what it means for shareholders and suppliers. They also digest Fonterra’s early price signal for 2017/18 and see whether it is in line with Rabobank’s expectations.

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18:27

Outlook For New Zealand Dairy, May 2017

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/17

New Zealand dairy farmers can expect profitable farmgate milk prices moving into the new 2017/18 season. Looking further afield, the future for global dairy demand is bright across the next five years: but New Zealand will play a smaller role in providing the milk supply growth compared to the prior 5 year period.

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15:33

Navigating New Zealand's Environmental Regulatory...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/17

Regulatory changes at both national and regional levels continue to impact farmers across New Zealand. Sustainability analyst Blake Holgate provides an update on the latest developments, and discusses what they mean for New Zealand farmers. Strategies to help farmers ‘future proof’ themselves against increasing regulation are also identified.

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16:08

Searching For Signs Of Higher Australian Grain Prices

RaboResearch Food & Agribusiness Australia/NZ ·

2017/05/12

Amidst prevailing low grain prices, what’s driving the lows, how long they may last and what might prompt upside are discussed. World cereal grain prices are at multi-year lows. As the Australian 2017/18 winter cropping season gets underway, the short through to medium term price prospects are discussed, together with the factors that will come to bear on how long prices remain low.

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13:20

A Fresh Look at Australia within the Global Cotton...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/04/20

Charlie Clack takes a fresh look at the global market, and Australia’s position, during a time of excellent global prices and respectable returns for growers. With global acreage on the rise and softening synthetic prices, where do the opportunities lie in a more challenging market environment?

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20:42

A Return to Profitability in 2017/18 for AU Dairy...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/04/12

After a difficult period Australian dairy farmers are shifting their focus and planning to the 2017/18 season. Michael Harvey connects the dots between Rabobank forecasts for global markets and what this will mean for farmgate milk prices. The key question: Will margins return to profitability?

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16:06

Brazil - A Very Real Global Beef Competitor for...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/04/10

In 2015 Brazil regained direct access to the China market. In 2016 they gained access to the US market. They continue to seek increased access into other major beef markets such as Japan, South Korea, Canada and Mexico. This increased presence in some of Australia’s major and traditional markets is adding strong market competition.

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16:01

Australian Horticulture Sector Summer Wrap

RaboResearch Food & Agribusiness Australia/NZ ·

2017/03/29

As summer draws to an end, Marc Soccio discusses how Australia’s diverse horticulture sector has encountered one of the wettest and mildest growing seasons seen across large parts of south eastern Australia for some time, and the changing trade and investment climate for the sector.

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13:15

Australia and New Zealand Fertilizer Outlook – March...

RaboResearch Food & Agribusiness Australia/NZ ·

2017/03/22

The key purchasing and application period is fast approaching in Australia and New Zealand. In the episode Michael Harvey and Dirk Jan Kennes discuss the short and medium-term outlooks for global fertilizer prices and the implications for local end-users; while also discussing the implications the mega-mergers taking place across Farm Inputs sectors have for local supply chains.

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16:13

Australian Beef, March 2017

RaboResearch Food & Agribusiness Australia/NZ ·

2017/03/07

With a reduction in production, Australia’s beef export volumes dropped 23% in 2016. Japan again became Australia’s largest export market and this podcast looks into the Japanese market and some of the drivers in that market.

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14:01

New Zealand Dairy, March 2017

RaboResearch Food & Agribusiness Australia/NZ ·

2017/03/07

New Zealand dairy farmers are emerging from a tough two seasons of enduring some of the lowest milk prices in the world. Going forward, the new 2017/18 season will most likely kick off a new era for New Zealand dairy.

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723 results

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