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RaboResearch Food & Agribusiness Australia/NZ
13 minutes | Jun 21, 2021
Australian Urea: Am I Getting Ripped Off?
Local urea prices have been increasing quickly in recent weeks – in some cases rising AUD 50/tonne in one week! Are these price rises justified? Cheryl Kalisch-Gordon and Wes Lefroy discuss.
17 minutes | Jun 20, 2021
Booming Commodity Prices Rubbing off on Wool
Angus Gidley-Baird and Dennis Voznesenski discuss what is shaping the commodity price boom and how this is rubbing off on the Australian wool industry.
31 minutes | Jun 16, 2021
The Exit Interview – Tim Hunt
On the eve of his departure for a career break, Tim Hunt talks to Wes Lefroy about the value of research, what we learn about markets through crises, and how to assess the credibility of any piece of analysis.
27 minutes | Jun 9, 2021
Maintaining the Momentum: Can Food Companies Capitalise on an Extraordinary 2020?
Tim Hunt and Nick Fereday (Rabobank Senior Consumer Foods Analyst based in New York) discuss the extraordinary growth seen by packaged food companies in 2020, the reasons why they may be able to hold onto some of these gains as the pandemic recedes, and three levers they are pulling to maximise their chances of success.
16 minutes | Jun 8, 2021
Dairy Stuck in Neutral… For Now
Emma Higgins and Mick Harvey discuss the latest dairy market dynamics and forecasts.
13 minutes | Jun 7, 2021
Export Tax Gains for Australian Croppers and Russian Shoppers
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details.
15 minutes | Jun 2, 2021
The Canola Files, Part 4: A Dive Into the Black Sea
This podcast dives into the Black Sea region to discuss the region's future production and, consequently, how much competition Australia may face selling canola to the EU. Dennis Voznesenski, local Grains & Oilseeds Analyst, and Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, and the Black Sea region, look into the details.
16 minutes | May 27, 2021
Are High Land Prices Sustainable?
For those in Australia, it’s hard to miss the headlines about the growth of Australian agricultural land prices. The growth has been lengthy and sharp, but is it sustainable? Wes Lefroy joins Cheryl Kalisch-Gordon to discuss, with a zoom in on cropping land prices.
16 minutes | May 25, 2021
The Case of the Disappearing Daigou
The case of the disappearing daigou has seen considerable downgrades in the performance of a number of offshore infant formula brands, which has flowed through their supply chains. Emma Higgins and Michael Harvey take a look at the case.
23 minutes | May 24, 2021
The Canola Files, Part 3: Golden Prices Flatten China’s Demand
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.
19 minutes | May 20, 2021
Caught in the Crossfire? How Global Financial Markets Are Influencing Sugar
Adam Vanderstelt and Charles Clack take time out of their recent sugar tour to Northern Queensland to talk financial markets and sugar. And would you believe it? The commonality in these different sectors ended up surprising them both.
14 minutes | May 11, 2021
New Zealand Seasonal Dairy Outlook: A Note of Caution Amid Optimism
Emma Higgins and Sandy Chen look at the central factors that will determine the farmgate milk price for the 2021/22 season.
30 minutes | May 10, 2021
The Canola Files, Part 2 – Can AU Canola Capture EU Chances?
The EU, Australia’s largest canola export destination, is on track for a future wherein sustainability and chemical use are even more heavily regulated. How will this affect canola markets, and what will be the impacts on Australian exports? Rabobank’s Stefan Vogel, Global Grains & Oilseeds Strategist, and Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst, delve into the details.
15 minutes | May 7, 2021
Yearning for Normal: How Far Are Food Sales off Pre-Crisis Levels at Home and Abroad?
Tim Hunt and Michael Harvey delve into the state of play in food retail and foodservice markets in Australia, China, and the US and cross-check the data against the recent experiences of companies like McDonald's, Starbucks, and Kraft Heinz.
20 minutes | Apr 28, 2021
The Future of Canola, Part 1: Canadian Canola Riding on Biden
What will Joe Biden’s support for biofuels mean for US canola demand, and what are the implications for canola trade flows out of Canada? Steve Nicholson, senior grains & oilseeds analyst in St. Louis, and Dennis Voznesenski, agricultural analyst in Sydney, delve into this question and many more. This episode is the first of a four-part series in which we look over the horizon to what the next five to ten years might hold for global canola trade.
19 minutes | Apr 22, 2021
Shaping the Next Generation of Beef Production: Australia’s 2021 Beef Seasonal Outlook
Low cattle inventory and strong producer demand are the defining characteristics for the Australian beef industry in 2021. Wes LeFroy and Angus Gidley-Baird review the recently released 2021 Australian Beef Seasonal Outlook: Green Grass and Empty Pens.
15 minutes | Apr 20, 2021
Ukraine-Russia Crisis: Implications for Grains Markets
Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Every, Global Strategist for Economics and Markets, delve into the details.
14 minutes | Apr 19, 2021
Global and Aussie Commodities: A Super Cycle or a Super Thirst-Quencher?
The last 12 months saw a culmination of factors disrupt the world in ways not seen for generations. At the same time, global grain prices rose and rains quenched Australia’s drought. How did grain merchants fare through the disarray? Dennis Voznesenski, Grains & Oilseeds analyst in Sydney, and Paul Van Zantvoort, Head of Value Chain Finance for Australia & New Zealand, delve into the details.
28 minutes | Apr 19, 2021
Cotton Across Hemispheres – How US Plantings Determine the Aussie Cotton Outlook
Steve Nicholson and Andrew Tasker join Rabobank Australia’s Charlie Clack from the USA to talk cotton. It’s a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.
19 minutes | Apr 11, 2021
Are Canola Prices Too High?
Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.
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