Perhaps not quite yet… but the view is changing. Georgia Twomey Commodity Analyst, Sydney and Charlie Clack, Analyst ACMR London discuss the outlook for cotton in 2018. Supply still a headwind for the early months but Rabobank far more bullish for the cotton market as the year progresses. Tune in to find out why.
Harvest is upon most cropping farmers across Australia. So with that it’s time to take a look at the 7 key factors that have define this year’s winter crop, our winter crop forecast, and the watch brief for next season.
With policies relating to the farming sector featuring prominently during New Zealand’s recent election campaign –we discuss exactly what a change in Government means for farmers, and for the future direction of agricultural in New Zealand.
Canola, Australia’s number one oilseed, represents just 15% of the world’s edible oilseed market, a market dominated by the juggernaut oils soy and palm. Listen in as Cheryl Kalisch Gordon and Angus Gidley-Baird discuss the factors underpinning the current market and what to look out for around the corner.
The global sugar market is currently providing a test of faith for sugar producers around the world, including Australia where the crush for 2017 is nearing 80% completion. Following a week visiting clients in North Queensland commodity analyst Georgia Twomey caught up with Adam Vandersteldt head of markets – rural, to discuss some of the key questions raised by cane growers about the current market dynamics and the outlook for the Australian crush.
The 2017/18 season is expected to be the beginning of a recovery following n a tumultuous period. Critical to any Australia dairying season is the spring peak. So how is the season progressing and will it deliver on early promises for a major improvement in supply chain profitability?
12 days, 3 US states, and 40 Australian grain farmers: the recent US Grains Tour was undoubtedly one to remember. But what lessons were learned? Cheryl Kalisch Gordon asked Sally Bull (deputy regional manager in Riverina, NSW) and Ryan Meldrum (branch manager in Esperance, WA) about their time on the tour—and, more importantly, what their clients were able to gain from the trip.
The Southern Australian dairy industry is in the middle of a supply-chain revolution. Michael Harvey and Tim Hunt explore the key events that caused a flashpoint for the supply chain. The discussion then explores how the changing landscape may affect dairy farm businesses.
The global cotton market has been very sensitive to weather developments in the last few weeks as the US crop remains vulnerable to a very active storm season. Despite this, the long term outlook remains influenced by the growing expectations of the US and global production. For Australian growers, although the outlook highlights some challenges there may be some opportunities to watch out for as the season progresses.
Increasing levels of US beef production has the potential to create long term headwinds for NZ beef industry. RaboResearch's NZ Animal Protein Analyst and Dairy Analyst Emma Higgins discuss the implications for NZ of Rabobank's latest report out of the US "Expanding Beef Production Increases the Need for Exports".
The US is expected to increase beef production by 10% over the next 5 years. How will this impact Australia? Angus Gidley-Baird interviews Don Close, US analyst and author of the recently released US long term beef outlook report.
New Zealand’s wool prices have been sliding for the last 12 months and have declined to levels not seen since 2009. RaboResearch’s NZ Animal Protein Analyst Blake Holgate and Commodity Analyst Georgia Twomey discuss the drivers of the New Zealand wool market, how it is paving a different path to the fine wool sector and what to look out for next.
Should we be pursuing greater online sales of seafood into China? Rabobank’s global seafood expert, Gorjan Nikolik, addresses the rapid evolution of internet shopping in China, the advantages if can offer to seafood exports from Australia and New Zealand and some of the challenges entailed.
The amount of new technology available to farmers is growing rapidly, although increases in profitability are limited so far. Wes Lefroy and Angus Gidley-Baird discuss implementation of new technology, and in particular our new report ‘Does Sensor Adoption Make Cents?’.