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 ...
…
continue reading
Welkom bij de Economiepodcast van RaboResearch, de onderzoeksafdeling van Rabobank. Wij volgen, analyseren en voorspellen onder meer nationale en internationale (macro-)economische, politieke en financiële ontwikkelingen. Daarbij kijken we niet alleen naar de dag van morgen, maar ook naar economische ontwikkelingen op de (middel-)lange termijn. Dit onderzoek resulteert in beschrijvingen en voorspellingen van scenario's voor economische grootheden. We vertalen onze analyses in toegepaste kenn ...
…
continue reading
Rabobank's RaboResearch Food & Agribusiness team has 85 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. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
…
continue reading
Rabobank's RaboResearch Food & Agribusiness team has 85 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 – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
…
continue reading
Rabobank's RaboResearch Food & Agribusiness team has 85 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.
…
continue reading

1
East meets West: Insights from the Western Australia sheep and wool tour
27:17
27:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:17Join RaboResearch’s Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpack key takeaways from the recent Rabobank Sheep & Wool Knowledge Tour to Western Australia. With 21 clients from across New Zealand and Australia, the team toured the Great Southern region of Western Au…
…
continue reading

1
Hogere defensie-uitgaven kunnen economische motor voor Europa zijn
25:06
25:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:06Het ziet ernaar uit dat de defensie-uitgaven in Europa substantieel gaan stijgen. De effectiviteit van deze extra investeringen hangt af van de strategieën die de Europese landen daarbij volgen. Hugo Erken en Frank van Es onderzochten samen met enkele collega's vier scenario's, waarbij zij onderscheid maakten tussen de omvang van de impuls en de kw…
…
continue reading

1
Australian sheep markets breaking records
22:20
22:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
22:20Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gidley-Baird chats with Paul Joules about the current state of the Australian sheep market and some of the factors that will influence it over the coming months. Disclaimer: Please refer to our global Ra…
…
continue reading

1
Turning clouds: Rainfall boosts confidence, with an above-average Australian crop likely for 2025/26
24:21
24:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
24:21Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia’s grain crop and examine the direction of global markets, with the Northern Hemisphere harvest progressing and supply-demand dynamics pressuring prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rab…
…
continue reading

1
What’s driving the US beef market: firm demand, high supplies, and strong imports
31:22
31:22
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
31:22With hints that the US might be on the verge of rebuilding its cattle herd, RaboResearch Australia and New Zealand analysts Angus Gidley-Baird and Jen Corkran chat with US analyst Lance Zimmerman on the current state of the US cattle market and what US demand and beef supply looks like heading into the second half of the year. RaboResearch Disclaim…
…
continue reading

1
Cracking the protein puzzle in Chinese dairy
22:15
22:15
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
22:15China’s dairy industry is undergoing a significant transformation. Senior Dairy Analyst Michael Harvey is joined by Michelle Huang to unpack the changes taking place and explore what it all means for the global dairy market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disc…
…
continue reading

1
Miniserie energietransitie (4) – De impact van het nieuwe emissiehandelssysteem op huishoudens en kleine bedrijven
25:58
25:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:58Grote industriële bedrijven, elektriciteitsproducenten, de Europese luchtvaart en delen van de internationale scheepvaart vallen onder het Europese emissiehandelssysteem (ETS). Dit betekent dat deze bedrijven rechten moeten bezitten om broeikasgassen uit te mogen stoten. De EU gaat een soortgelijk systeem (ETS2) introduceren voor huishoudens en bed…
…
continue reading

1
Waste deep – what fast fashion means for natural fibre demand
32:47
32:47
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
32:47Join RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner and Sustainability Analyst Anna Drake as they discuss the true costs of fast fashion and how growing focus on circularity could shape opportunities for natural fibre markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/k…
…
continue reading

1
Australian 2025/26 winter crop and cotton area intentions face a seasonal shift
14:49
14:49
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
14:49Join RaboResearch analysts Vítor Pistóia and Paul Joules as they discuss how the Australian 2025/26 winter crop is developing and how macroeconomic conditions are evolving ahead of the sowing period. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand R…
…
continue reading

1
Miniserie energietransitie (3) – Een thuisbatterij, is dat iets voor mij?
27:23
27:23
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:23Je hoort en leest er steeds vaker over: thuisbatterijen. Aanbieders beloven potentiële klanten korte terugverdientijden en hoge rendementen. Ook benoemen ze dat thuisbatterijen goed zijn voor het elektriciteitssysteem. Dat klinkt als een win-winsituatie, maar is dat wel zo? Na het beluisteren van deze aflevering met Susan Hansen en Sanne de Boer ku…
…
continue reading

1
US biofuel mandates and global oilseed markets: a geopolitical deep dive
27:02
27:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:02Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal. RaboResearch Disclaimer:…
…
continue reading

1
RBA and RBNZ July interest rates review
15:35
15:35
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
15:35Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/…
…
continue reading

1
Miniserie energietransitie (2) – Volle netten, maar niet meer elektriciteitsverbruik. Hoe kan dat?
28:39
28:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
28:39Nederland verbruikt niet meer elektriciteit dan tien jaar geleden en toch zitten de netten vol. Hoe kan dat? In deze tweede aflevering van onze miniserie over de energietransitie leggen Susan Hansen en Sanne de Boer uit hoe het zit en bespreken zij hoe lang we nog last gaan hebben van netcongestie en welke gevolgen dit heeft voor huishoudens en bed…
…
continue reading

1
Australian economic statecraft: Old ideas for a new era
19:43
19:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
19:43Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead. RaboResearch Disclaimer: Please refer to our Australian RaboResearc…
…
continue reading

1
Miniserie energietransitie (1) – De Nederlandse elektriciteitssector
26:27
26:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
26:27De elektriciteitssector is flink in beweging. Steeds meer bedrijven en huishoudens wekken hun eigen hernieuwbare stroom op, energieleveranciers bieden dynamische elektriciteitscontracten aan en aanbieders van thuisbatterijen bieden aan voor jou met de batterij te handelen op ‘de’ elektriciteitsmarkt. Maar wat is ‘de’ elektriciteitsmarkt dan precies…
…
continue reading

1
Global avocado outlook: Growth regions and shifting trade flows
21:53
21:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
21:53Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado 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 Glob…
…
continue reading

1
The Grand Macro Strategy behind US tariffs and military action in Iran
18:27
18:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
18:27Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch discla…
…
continue reading

1
Oceania milk price signals for 2025/26
18:43
18:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
18:43Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboRe…
…
continue reading

1
How the Middle East conflict is impacting urea prices in Australia and New Zealand
20:20
20:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
20:20Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge…
…
continue reading

1
The WASDE whispers: What markets did not hear on June 12
15:41
15:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
15:41Join Carlos Mera and Charles Hart as they unpack the USDA’s June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month’s WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine …
…
continue reading

1
Following the Brahman trail through the Northern Territory – an update on the northern cattle industry
21:00
21:00
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
21:00Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at…
…
continue reading