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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 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 – 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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Coffee prices: Short term and long term diverge
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Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and …
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With production reaching a peak, China’s pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with RaboResearch Senior Animal Protein Analyst and author of the recent report China’s pork industry refocuses from scale to efficiency Chenjun Pan. Disclaimer: Please refer to our global RaboResearch di…
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Will the EU's carbon tax on fertilizers have any impact on Australia?
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Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Border Adjustment Mechanism and its potential impact on the fertilizer industry. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/di…
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RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and part of a family farming partnership; and Nick Pearce, senior manager for major agribusiness clients in New South Wales. Together, they share firsthand insights into the rapidly expanding Brazilian c…
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Into the swing of spring in New Zealand
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September RBA decision: Deconstructing the outlook for the cash rate
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Join Pia Piggott and Ben Picton as they delve into the RBA’s September cash rate decision. What is on the horizon for the Aussie economy, and what could that mean for interest rates in the months ahead? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for informatio…
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Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul Joules as they discuss what's driving recent price action. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for infor…
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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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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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