RaboResearch Food & Agribusiness Australia/NZ (Rabobank)

Dry conditions in the US, Australia and NZ have led to increased cattle slaughter. To find out what impact this is having on the market, listen to Don Close, Blake Holgate and Angus Gidley-Baird discuss their respective markets.

The US is Australia’s biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank’s senior animal protein analyst Angus Gidley-Baird speaks with Rabobank’s US-based senior relationship manager Brent Lahman.

Global Economic Strategist for Rabobank Michael Every has traveled from Singapore for a tour across Australia. Listen in as he discusses with Stefan Vogel, General Manager RaboResearch AU & NZ, the interest rate increase and its impacts on the currency and the global economy. As always in conversations with Michael, you’ll be in for some surprises.

Emma Higgins and Mick Harvey discuss the new season's forecast milk price and other considerations for New Zealand dairy farmers.

In October 1914 the world lost all access to Black Sea wheat exports. What happened? Prices rose… a lot. What are the similarities and differences between then and now? Join Agricultural Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon as they help you navigate the Black Sea crisis.

Feed market dynamics in the key milk production regions and how might feed prices trend in New Zealand.  Emma Higgins, Rabobank’s NZ Dairy Analyst, and Cheryl Kalish Gordon, Senio Grains Analyst, discuss.

For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.

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.

Join Dennis Voznesenski and Cheryl Kalisch Gordon to chat cotton wool tips for 2022. What’s going to happen to prices and production, and what are some factors that may throw the outlook out the window? Listen to find out. For more details, download the 2022 outlook.

Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we discuss our six-month outlook.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Pete Evans sits down with Rabobank senior fraud and detection manager, Bethan Wearmouth, to learn about the latest scam and fraud trends, from technology scams to bitumen bandits, and how we can better protect ourselves. 

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? Australian Senior Horticulture Analyst Hayden Higgins and US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi compare notes, while also discussing the effects of positive global demand.

Nick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Emma Higgins and Jen Corkran chat about the highlights from the recent New Zealand agribusiness monthly, including some news and insights on beef, sheepmeat, and dairy commodities. On top of this, they discuss the national Fieldays event in New Zealand beginning on 12 June and the weather.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

RaboResearch’s Global Sugar Strategist, Andy Duff, shares his view on the 2022/23 outlook for the sector with Senior Commodities Analyst Cheryl Kalisch Gordon. Together they discuss the global and Australian pricing outlook, including when volatility is likely to hit.

Join RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the new year. Everything from production to prices is covered, alongside key drivers and focuses for 2024. 

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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.

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.

With the RNA Paddock to Palate competition underway, Angus Gidley-Baird takes a look at the Australian grain-fed beef market.

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."

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.

Jen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp production.

Emma Higgins and Cheryl Kalish Gordon discuss whether the winter period can hold the pricing heat for NZ ag commodities.

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. 

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.

This episode has also been released on our sister podcast, RaboResearch F&A North America

On the back of his recent presentation at the New Zealand Red Meat Sector Conference, Tim Hunt discusses with Blake Holgate the lessons that the red meat sector can learn from the dairy industry’s experience in China, to enable the sector to best capitalise on the growth opportunities that are available in this complex market.

Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, joins Senior Commodities Analyst Cheryl Kalisch Gordon to discuss Australian farmland value developments, key drivers of the extraordinary growth seen recently, and whether the strength will continue in the coming years. What are the key drivers of farmland values? And how will rising interest rates and heightened farm input costs impact future farmland values?

It’s been another difficult couple of months for farmers trying to procure fertilisers, with global benchmarks continuing to increase rapidly. In our latest podcast, Wes Lefroy and Cheryl Kalisch Gordon examine some of the lead indicators that may signal material declines in the fertiliser price ahead. They hope listeners leave with some clear indicators to watch out for that they can apply to their procurement strategies.

Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability. 

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Wool’s stellar performance over the last 18 months is impressive and positive for the wool-growing industry. Commodity analyst Georgia Twomey talks with Rabobank analyst Dan Korff about how this performance fits in the broader fibre market.

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.

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.

Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that into action.

Sensors and accompanying data analytics will play a bigger role in farm decision-making in the future. Wes Lefroy and Lach Monsbourgh discuss what farmers should consider, with Harry Smit from RaboResearch live from Day 3 of AgriTechnica 2019.

Join RaboResearch Senior Analyst Emma Higgins and Associate Analyst Pia Piggott as they discuss the recent New Zealand Agribusiness Outlook for September.

Senior Rural Manager Adam Tomlinson joins Senior G&O Analyst Cheryl Kalisch Gordon to talk about summer 2018/19 rainfall in parts of central NSW – and what it means for 2019 winter cropping prospects... if anything. And with cereals high on the agenda for additional hectares in 2019, we're also taking a look at barley price prospects.

Australian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a strong 2023, remain bright. Grain and oilseed prices will trade below the past two seasons, but so should input costs for fertilisers and crop protection. The global economic outlook remains subdued, which isn’t ideal for an export nation. However, Australian interest rate cuts remain in the cards for late 2024. Join the RaboResearch team for a discussion of our outlook for the key commodities and developments to watch in 2024.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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.

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.

With the wet season drawing to a close, Angus Gidley-Baird speaks with regional manager Barry Gerschwitz about the recent NTCA conference and the live cattle market.

Join Vitor Pistoia, farm inputs analyst, and Pia Piggott, horticulture analyst, to discuss the recent semi-annual fertiliser report.

Rabobank clients can read the full report by logging onto our website. 

Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz. 

RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19.

For the first time since 2012, local NZ urea prices have nearly cracked NZD 800/tonne. Why? And just what does this mean for dairy margins ahead of the spring? Wes Lefroy, Senior Inputs Analyst, and Emma Higgins, Senior NZ Analyst, answer these questions… and many more!

After two years of softening almond prices, market conditions have improved, and prices are starting to recover. Join horticulture and sugar analyst Pia Piggott and senior fresh produce analyst David Magana as they discuss developments in the almond industry.

In this episode, Pia and David explore:

• What caused record inventory levels of almonds last year?
• How will the wet California winter impact this season's production? 
• What macroeconomic factors will impact almond prices this year?

In this two-part episode from our Agri Commodities channel, we join ACMR analysts Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains, and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs, and post-Covid demand threaten to keep supplies on the ropes and prices well supported.

New Zealand Agriculture Analyst Genevieve Steven chats all things Brazilian beef with Wagner Yanaguizawa, Rabobank’s Animal Protein Analyst for South America.

How can markets, rainfall, risk, where you live, and what you do affect how your family approaches farm succession? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to discuss how external factors, such as drought and commodity production, have historically affected how farming families approach succession planning.

The US beef industry continues to liquidate cows. What does this mean for Australia and New Zealand? Angus Gidley-Baird and Genevieve Steven chat with US analyst Lance Zimmerman to find out.

Angus Gidley-Baird and Michael Harvey take a (metaphorical) walk down the grocery aisle to discuss the boom in online food retail and the bust in the Australian food market's journey back to normal.

Angus Gidley-Baird (@angus_gb) / Twitter
Michael Harvey (@MickHarvey77) / Twitter

Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the Japanese and South Korean Beef Markets, Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird.

Angus Gidley-Baird (@angus_gb) / Twitter
Cheryl Kalisch Gordon (@kalischgordon) / Twitter

On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.

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.

There have been some major challenges thrown at Australian dairy in recent times. Tim Hunt and Michael Harvey take a look at what 2020 holds for the sector.

Join Genevieve Steven, Agriculture Analyst, and Emma Higgins, Senior Agriculture Analyst for New Zealand, as they look back on how they thought the year might unfold in January 2022, compared to what actually happened.

Angus Gidley-Baird chats with Eva Goscik and Justin Sherrard, authors of a recent Rabobank report titled Greenhouse Gas Emissions in Beef Supply Chains, about opportunities to reduce GHG emissions and who might drive this change.

Michael Every (Head of Financial Markets Research, Asia-Pacific) and Tim Hunt (Head of RaboResearch F&A, Australia & New Zealand) discuss whether the slowdown in the trade war is just temporary. And what about the broader mounting and disconcerting risks regarding economic growth in China and the US?

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.

What China’s retaliation means for Ag in Australia. Tim Hunt and Cheryl Kalisch Gordon dig in.

Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.

Over 1,300 farmers and other industry stakeholders attended this year’s Farm2Fork event on Cockatoo Island in Sydney. The reason: to celebrate innovation in agriculture. Charlie Clack is joined by Wes Lefroy to discuss his key learnings – and in particular what Farm2Fork told us about the future of the farm.

For an in-depth summary and highlights of all things Farm2Fork, please click here.

One of the key themes to come through this year’s Ballance Farm Environment Awards has been the increasing focus on regenerative agriculture. Blake Holgate catches up with Rabobank Agribusiness Manager, and Otago section judge, Bernard Lynch, to learn more about regenerative farming.

Technology has an influence on land prices, both in the short and long term. But how? For this special episode, RaboResearch Australia & NZ Head Tim Hunt joined Wes Lefroy live from the Rabobank Farm2Fork summit.

For a complete wrap-up of Rabobank Farm2Fork, please click here or head to rabobank.com.au.

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.

Join RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.

Join RaboResearch analysts Pia Piggott and Vítor Pistóia as they discuss the recent volatility in grain and oilseed prices following the Northern Hemisphere wheat harvest, trade wars, and intense rainfall in key producing countries.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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.

The big hype and lack of immediate on-farm value has left some farmers disillusioned about new technologies. In our latest Tech Talk, Angus Gidley-Baird is joined by Wes Lefroy to discuss that although some new technologies have yet to offer great operational value, it is critical that farmers maintain technology as part of their long-term strategic planning.

Since 2008, China’s wine market has been the fastest growing market globally. It appears to be slowing down thanks to a variety of factors, but Rabobank believes this to be a temporary phenomenon. China is expected to remain an attractive export market moving forward, though the competitive landscape for both foreign and domestic wine companies continues to evolve. Tim Hunt and Hayden Higgins discuss what is influencing this current change and identify the drivers for future growth in China as well as risks faced by exporters.

The 2020 season is soon coming to a close, raising the question: how could the new 2021 season shake out amid Covid-19? Andrew Tasker joins Charlie Clack from St Louis, Missouri to depict a somewhat uncertain cotton outlook, where US acres, Chinese buying, and Brazilian logistics could all play a part.

Why we revised it upwards, what’s underpinning it, and upside and downside risks to be aware of. Emma Higgins, Rabobank’s NZ Dairy Analyst, steps us through her views.

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.

In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of whether farmers will get their phosphate this season and if it's time to rethink when they buy inputs.

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.

Join RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.

The sustainability of red meat production systems is coming under increasing scrutiny, with the recently released EAT-Lancet Commission report calling for a drastic reduction in red meat consumption levels. Blake Holgate and Justin Sherrard discuss the report and other key global sustainability developments, exploring what it means for New Zealand red meat producers.

Blake Holgate and Tim Hunt assess the damage Covid-19 is inflicting on the foodservice industry in China, the US, and Australia. They discuss how long a recovery might take and why some ag exporters are seeing increased sales to these markets regardless.

Angus Gidley-Baird and Genevieve Steven discuss the 2022 outlook for Australia's and New Zealand’s major lamb export destinations.

What does 2020 hold for the world economy and geopolitics? Michael Every, Senior Strategist Asia-Pacific, provides his take on what to look out for this year.

Given how tight the global grain, oilseed, and cotton markets are, the USDA’s first forecasts for 2022/23 – published in the WASDE report late last week – were even more eagerly anticipated than usual. Dennis Voznesenski catches up with Cheryl Kalisch Gordon to go through the key headlines and discuss what the forecasts might mean for pricing.

Blake Holgate discusses his latest report, which outlines the regulatory changes facing NZ red meat farmers over the next 12-18 months, and examines what benefits can be realised from the increased investment farmers will be required to make in the ethical and sustainable aspects of their farming systems.

Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets. 

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

The amount of data being generated on the farm has never been higher—but how can you analyse it? In this latest Tuesday Tech Talk, Wes Lefroy and Cheryl Kalisch Gordon discuss artificial intelligence and its role in decision-making on the farm.

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.

Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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.

Join RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

China has threatened to impede a range of Australian ag exports. Yet in December, Australia shipped over AUD 1bn of food, beverages, and fibre to China. Has China pulled back on its plans, or is there more nuance to this story? Tim Hunt and Dennis Voznesenski answer that one.

Emma Higgins and Michael Harvey have a look at the drinking milk category, which remains a strategic pillar for the Australian dairy value chain and has moved from a discount product to an overall improved performer.

Canada’s dryness resulted in a canola crop of under 13 million tonnes, according to Statistics Canada’s latest estimate, and helped move global and Australian prices to record levels. Has the dryness affected Canada's lentil production in the same way, and can we expect price records to be broken for lentils too? RaboResearch Analyst Dennis Voznesenski and Senior Commodities Analyst Cheryl Kalisch Gordon discuss the impact of lower Canadian lentil production on global supply and Australian lentil prices. 

Sustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production.

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Parts of Australia will see farmers reap record or near-record crops, while other parts will see farmers heartbroken by yield, volume, and quality downgrades due to excessive rains, washed out fields, and unharvestable crops. Agricultural analyst Dennis Voznesenski and General Manager for RaboResearch Australia & New Zealand Stefan Vogel dive into the significantly varying 2022/23 winter crop results across the nation and look into expectations for farm inputs and crop prices, as well as how farmers are preparing for the next crop.

High food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. 

Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery sector has changed in Australia over the past 16 years. 

RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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.

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.

RaboResearch New Zealand Analysts Emma Higgins and Genevieve Steven catch up to discuss the spring commodity pricing outlook and give an update on increasing fertiliser prices, freight logistics, and the NZ dollar.

Rabobank's Global Animal Protein Strategist Justin Sherrard provides an overview of some of the key themes driving the Animal Protein market.

Global avocado production is on fire – and as increased supplies don't enter the EU market in an even way, this results in increased price volatility. This occurred in 2018, and it will likely happen more often in the future – despite the still-growing market in Europe. In this episode, Hayden Higgins and Cindy van Rijswick discuss the developments in the European avocado market, along with any similarities with the market in New Zealand and Australia.

Emma Higgins and Michael Harvey discuss the latest headline insights from the March 2023 Global Dairy Quarterly report.