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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 ...
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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 ...
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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 ...
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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.
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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.
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East Meets West: 2025 grain knowledge tour in Western Australia
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In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Manager for Western Australia, and Ian Donaldson, Senior Manager in the Rural Valuations team, to unpack the insights from Rabobank’s East Meets West grain tour. Held over six days in Western Australia’s M…
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New Zealand fourth quarter interest rate outlook
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22:37
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Join Jen Corkran and Ben Picton as they take a look at what’s happening in the New Zealand economy and discuss the outlook for interest rates and the Kiwi dollar. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the…
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Navigating wheat markets: Is a price tailwind on the horizon?
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Join RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive into wheat market dynamics and explore possible price direction ahead of the Australian 2025/26 harvest. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledg…
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Global dairy outlook: Milk supply gaining momentum
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Milk supply fundamentals have subtly shifted, challenging the market’s balance. Emma Higgins and Michael Harvey take a look at the global dairy market, where growth in milk production across most major dairy export regions has accelerated. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaime…
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What the bull-selling season is revealing about the markets
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In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaughter data and cattle prices. Rural managers Ivan Liley and Max David join the podcast to talk about bulls sales in their local areas of Albury and Armadale. Disclaimer: Please refer to our global Rabo…
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New Zealand agribusiness monthly | September 2025 | Surging prices for spring
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Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month’s agribusiness monthly for New Zealand. Spring 2025 has brought a surge in agribusiness prices across New Zealand, with beef and lamb hitting record highs amid tight supplies and strong global demand. Dairy margins rema…
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East meets West: Insights from the Western Australia sheep and wool tour
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Join 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…
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Australian sheep markets breaking records
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Australian 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…
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Turning clouds: Rainfall boosts confidence, with an above-average Australian crop likely for 2025/26
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Join 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…
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Hogere defensie-uitgaven kunnen economische motor voor Europa zijn
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Het 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…
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What’s driving the US beef market: firm demand, high supplies, and strong imports
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With 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…
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Cracking the protein puzzle in Chinese dairy
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China’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…
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Miniserie energietransitie (4) – De impact van het nieuwe emissiehandelssysteem op huishoudens en kleine bedrijven
25:58
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Grote 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…
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Waste deep – what fast fashion means for natural fibre demand
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Join 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…
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Australian 2025/26 winter crop and cotton area intentions face a seasonal shift
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Join 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…
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Miniserie energietransitie (3) – Een thuisbatterij, is dat iets voor mij?
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Je 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…
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US biofuel mandates and global oilseed markets: a geopolitical deep dive
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Join 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:…
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RBA and RBNZ July interest rates review
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15:35
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Join 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/…
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Miniserie energietransitie (2) – Volle netten, maar niet meer elektriciteitsverbruik. Hoe kan dat?
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Nederland 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…
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Australian economic statecraft: Old ideas for a new era
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Join 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…
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