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RaboResearch Food & Agribusiness Australia/NZ

Podcasts

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.

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.

Location:

Australia

Genres:

Podcasts

Description:

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.

Language:

English

Contact:

+31 6 2456 9819


Episodes

Cotton Gets Caught up in Chinese Trade Tensions

10/22/2020
Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?

Duration:00:18:28

To Ship or Not to Ship: NZ Dairy Heifer Exports to China

10/14/2020
Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.

Duration:00:14:33

Racking up the Australian and New Zealand Lamb Industries

9/30/2020
Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.

Duration:00:21:19

Has the Drinking-Milk Category Become a Covid Cash Cow?

9/23/2020
Tim Hunt and Michael Harvey join up during lockdown to take a close look as to how the drinking-milk market has performed during the global pandemic.

Duration:00:21:57

Global Dairy Markets – A Delicate Rebalancing

9/22/2020
Michael Harvey welcomes back Emma Higgins to talk through the latest analysis and views on a volatile and uncertain outlook for the global dairy market.

Duration:00:16:39

What’s up With AU Wheat Prices for 2020/21?

9/20/2020
A significant fall in CBOT Wheat prices in early August was followed by a strong rally higher. What was behind the volatility, and what do we expect for wheat prices in Australia for 2020/21? RaboResearch analysts Charlie Clack and Cheryl Kalisch Gordon discuss this volatility ahead of a significant recovery in Australian wheat production in the coming months.

Duration:00:18:22

Sweet, Sweet Speculation: How Funds Are Supporting Sugar

9/10/2020
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.

Duration:00:20:55

How Long Can Cattle Prices Stay High?

9/9/2020
Australian young cattle prices have been at record levels for almost 7 months. How much longer can they stay there? Angus Gidley-Baird talks with Don Close about what happened in the US beef industry back in 2015 to see if there are any lessons to be learnt.

Duration:00:21:55

Can(ola) Prices Hold on in Australia?

9/8/2020
Renewed canola supply for Australia in 2020/21 is just around the corner, and prices will come under harvest pressure. Cheryl Kalisch Gordon, RaboResearch Senior Grain & Oilseed Analyst, joins Associate Analyst Dennis Voznesenski to discuss the price outlook and factors playing into it, including regulatory factors.

Duration:00:12:25

China Bans CBH Barley, but Damage Was Already Done

9/3/2020
Suspension of CBH’s registration to export barley to China comes just three and a half months after an 80.5% tariff was put on Australian barley by China. Agricultural Analyst Wes Lefroy joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss this latest announcement and the wider context of the changing market for Australian barley.

Duration:00:20:48

Unlocking Farmers' Digital Decision-Making Capacity

9/2/2020
How can farmers increase their reliance on tech? Who is likely to deliver these solutions to the farm? How might that impact farmers' relationships with the supply chain? In our latest tech podcast, Wes Lefroy is joined by Charles Clack to discuss Wes’s recent report, "Digital Pathway to Power."

Duration:00:20:49

Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton

9/1/2020
Charlie Clack joins Hayden Higgins to talk about Australian cotton and the opportunities for the industry in the coming decade. The duo talk about demand prospects, potential area expansion here at home, and how social license to operate will be crucial for the industry in the future.

Duration:00:18:55

Has Australia's F&A Industry Passed Peak Exposure to China?

8/30/2020
Australian exports to China have surged, but the political relationship is souring. Tim Hunt and Dennis Voznesenski discuss where the industry goes from here.

Duration:00:12:55

Producing 6 Servings of Veg and 2 Servings of Fruit Daily During Covid

8/26/2020
Hayden Higgins and Tim Hunt discuss how foodservice shutdowns, changes in retail sales linked to shopping and eating habits, and the supply of labour under Covid-19 have all influenced the Australian fresh produce sector in 2020.

Duration:00:19:30

Funding the Expansion of New Zealand’s Kiwifruit Post-Harvest Infrastructure

8/17/2020
Strong demand signals continue to encourage the rapid expansion of New Zealand kiwifruit supply. To support this, a significant amount of capital expenditure is required in the post-harvest segment. Hayden Higgins and Blake Holgate discuss how this could be funded, along with considerations for kiwifruit growers.

Duration:00:18:22

Building an E-Commerce Strategy in Wine – A 101 Playbook

8/16/2020
In Part 2 of a two-part series, Hayden Higgins and Blake Holgate discuss the influence of e-commerce on wine sales in the current and post-Covid-19 environments and four basic steps for establishing an e-commerce strategy.

Duration:00:15:20

Will Covid Curb Southeast Asian Imports?

8/11/2020
Michael Harvey and Angus Gidley-Baird take a close look at Southeast Asia dairy markets to assess what is in store in the months ahead, as the region grapples with the global pandemic.

Duration:00:20:24

Pivoting on Purpose: How Two "Catalytic Events" Are Encouraging Food Companies to Accelerate Their Pursuit of Purpose as Well as Profit

8/10/2020
Nick Fereday explains the significant impact of Covid-19 and the Black Lives Matter movement on company statements and actions.

Duration:00:23:31

NZ Freshwater Reforms – What Farmers Need to Know

8/5/2020
In late May, the government announced its final decision on the Action for Healthy Waterways package. Blake Holgate and Hayden Higgins highlight the key changes that have been made from what was originally proposed last year, and discuss what it means for NZ farmers.

Duration:00:12:37

How Are Food Giants Getting Through the Crisis?

8/4/2020
Michael Harvey and Tim Hunt discuss what we can learn from the Q2 results of some of the world’s largest food companies.

Duration:00:25:24