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United Kingdom

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Podcasts

Language:

English


Episodes

Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets

3/8/2018
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Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans.

Duration:00:08:42

Soft Commodities Outlook for 2018—Good Buy, Low Prices

11/23/2017
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Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook.

Duration:00:12:02

Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices

11/22/2017
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Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight.

Duration:00:10:53

EU Sugar Shake-Up

10/10/2017
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As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18.

Duration:00:08:52

Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating

10/4/2017
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The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans.

Duration:00:06:49

Agri Commodities Monthly August 2017

8/25/2017
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The S&P agri index has continued to decline throughout August and is 11% down from its July highs. The bearish sentiment was exacerbated by an overwhelmingly bearish USDA August WASDE for grains, oilseeds, and cotton. Coffee, sugar, and cocoa have also all traded lower through August, and we anticipate weather volatility to play a part both in North & South America.

Duration:00:05:00

Agri Commodities Monthly July 2017: Weather Volatility Ahead

7/26/2017
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Agri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well supported by a 4.9% appreciation of the Brazilian real during the period, but the wheat rally came to a halt.

Duration:00:04:53

Coming off a Sugar High: What's Next for Growers?

5/24/2017
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After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.

Duration:00:22:06

Global Grain & Oilseed Markets — Near-Term Outlook, 17 May 2017

5/17/2017
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Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offering its take on what the core drivers for these markets will be in the coming weeks and months.

Duration:00:11:34

South-East Asia Palm Oil Outlook 2017

5/12/2017
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In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential risks for the industry in the near- to mid-term. The podcast also runs through the conclusions of Rabobank’s benchmarking exercise for listed palm oil companies in Indonesia, Malaysia and Singapore.

Duration:00:09:39

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