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14 minutes | Sep 14, 2020
Currency Devaluation Enhances South American Dairy Trade Competitiveness
Global dairy strategist Mary Ledman and senior analyst Andres Padilla discuss the impacts of Covid-19 on Brazil’s domestic dairy consumption, along with Rabobank’s outlook for milk supply growth and trade in the second half of 2020 and into 2021 – as depreciation in South American currencies enhances the export competitiveness of the region.
20 minutes | Aug 13, 2020
Will Covid Curb Southeast Asian Imports?
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. This episode was also released on our sister podcast RaboResearch Food & Agribusiness: Australia & New Zealand
19 minutes | Aug 10, 2020
Exploring India’s Changing Dairy Market
The landscape is evolving for one of the world’s top dairy-producing countries. In this episode, India-based dairy analyst Shiva Mudgil joins global dairy strategist Mary Ledman to discuss the state of the dairy market for this leading producer.
19 minutes | Aug 3, 2020
All Roads Lead to China. What Next for China's Imports as the Annual Milk Migration Gets Underway?
Michael Harvey is joined by Sandy Chen to take a close look at what to expect as New Zealand milk production hits its straps and the world’s largest trade flow of milk gets underway. This episode was also released on our sister podcast RaboResearch Food & Agribusiness: Australia & New Zealand
24 minutes | Jul 8, 2020
Dairy Industry Recovery and 2020 Second Half Projections
As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory. This episode also appears on our sister podcast RaboResearch Food & Agribusiness: North America
22 minutes | Jun 16, 2020
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook
Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand. This episode also appears on our sister podcast RaboResearch Food & Agribusiness: North America
30 minutes | Jun 15, 2020
Waiting for the Dust to Settle
The underlying global dairy market fundamentals look set to remain very weak for much of 2020. Tim Hunt and Michael Harvey discuss whether New Zealand and Australian dairy farmers will dodge a bullet. This episode was also released on our sister podcast RaboResearch Food & Agribusiness: Australia & New Zealand
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