RaboResearch Food & Agribusiness Australia/New Zealand show

RaboResearch Food & Agribusiness Australia/New Zealand

Summary: 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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Podcasts:

 Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show | File Type: audio/mpeg | Duration: 10:44

Emma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and mood around New Zealand's rural sector as we head toward the cooler months.

 Global dairy quarterly Q1 2024 | Finding a new equilibrium | File Type: audio/mpeg | Duration: 17:35

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. 

 Live cattle export season kicks off | File Type: audio/mpeg | Duration: 23:05

With import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season. 

 Global pork markets remain under pressure | File Type: audio/mpeg | Duration: 21:13

The US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China.

 Almond outlook 2024 | File Type: audio/mpeg | Duration: 14:49

A strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry.

 Australia dairy – Slowly trading places | File Type: audio/mpeg | Duration: 12:10

Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector.

 New Zealand interest rates: Has something changed? | File Type: audio/mpeg | Duration: 15:35

Join General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates.

 Australian outlook: Moving confidently into 2024 | File Type: audio/mpeg | Duration: 31:13

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.

 Sheep markets shift in summer | File Type: audio/mpeg | Duration: 15:51

Join RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is happening in New Zealand. Covering price movements and supply dynamics, they share a look at where the market is heading. 

 Farm inputs chronicles: Is 2024 going to be a year of lower prices? | File Type: audio/mpeg | Duration: 21:30

Join RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.

 Explainer: Why the Red Sea matters | File Type: audio/mpeg | Duration: 15:15

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers.

 The deep blue sea of grains and oilseeds. What does 2024 have in store? | File Type: audio/mpeg | Duration: 29:54

Join RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how global climate trends and geopolitics can shape markets.

 Cooling inflation inside the grocery basket for 2024 | File Type: audio/mpeg | Duration: 17:53

Stefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food inflation cycle and look at what’s in store for the grocery basket in 2024.

 Bolled hopes for cotton markets in the new year | File Type: audio/mpeg | Duration: 18:49

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. 

 Throw a shrimp on the barbie: Global seafood outlook for 2024 | File Type: audio/mpeg | Duration: 22:53

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.

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