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RaboResearch Food & Agribusiness Asia
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.
22 minutes | May 6, 2021
Grains, Oilseeds, and Pulses as Plant-Based Meat Ingredients: A Global Perspective
Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. How will this trend potentially affect the global grains, oilseeds, and pulses sectors? In this podcast episode, Vito Martielli and Dennis Voznesenski join Oscar Tjakra to discuss the outlook for grains, oilseeds, and pulses as plant-based meat ingredients.
26 minutes | Apr 15, 2021
The Future of Alternative Protein in Asia, Part 2: An Interview With Just Asia – Eat Just
Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Saurabh Bajaj, Asia CEO of Just Asia – Eat Just, shares his views on the current and future developments of alternative protein markets in Asia, what the key drivers are, and how to ensure future success. Saurabh is joined by RaboResearch Asia analysts Oscar Tjakra and Michelle Huang in this podcast episode.
32 minutes | Apr 15, 2021
The Future of Alternative Protein in Asia, Part 1: An Interview With Impossible Foods
Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Nick Halla, SVP International at Impossible Foods, shares his views on the current and future developments of alternative protein markets in Asia, what the key drivers are, and how to ensure future success. Nick is joined by RaboResearch Asia analysts Michelle Huang and Oscar Tjakra in this podcast episode.
35 minutes | Mar 30, 2021
2021 Demand Outlook for Southeast Asian Sugar and G&O
Charles Clack and Oscar Tjakra get together to discuss the 2021 demand outlook for Southeast Asian sugar and G&O, current high freight rates, and CO2 emissions from the shipping industry.
19 minutes | Mar 24, 2021
The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils
Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.
18 minutes | Mar 18, 2021
Global Container Freight Rates Outlook and Its Impact on Agri Commodities Trade and Logistics in 2021
Xinnan Li, Matteo Iagatti, and Oscar Tjakra gather together to dissect the root causes of high global container freight rates and their impacts on global agri commodities trade. Rabobank clients can read the full report on the RaboResearch website.
21 minutes | Dec 10, 2020
Bull Waves Don’t Break: What Rabobank’s Agri Commodity Market 2021 Outlook Means for Asia
Three of our analysts – Charles Clack, Oscar Tjakra, and Lief Chiang – join forces to dissect our 2021 global commodity outlook for grains & oilseeds, vegetable oils, and soft commodities. Covid-19, La Niña, and geopolitical tensions are all on the agenda, amid a relatively bullish outlook for the grain and oilseed markets.
20 minutes | Nov 18, 2020
Asian Animal Protein Outlook for 2021
Asian animal protein markets saw a very challenging year in 2020, not only from the continuing impact of African swine fever, but also from disruptions due to Covid-19. In this podcast, we look into key global and local issues that will shape Asian animal protein production and consumption in 2021.
22 minutes | Nov 5, 2020
Is China’s Demand for Beef Waning?
Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.
14 minutes | Sep 25, 2020
Oil Heats Up, and Farmers Get Cooking
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be sustained? Will slowing demand and stronger supply prospects cool the rally? Michael and Oscar discuss these points and their price outlooks on the podcast. This episode also appeared on our sister podcast RaboResearch Agri Commodities
20 minutes | Sep 23, 2020
An Off-Premise Future for Foodservice
Cloud, dark, and ghost kitchens are a hot topic in foodservice boardrooms worldwide. Umesh Madhavan talks to Nicholas Mah, Asia-Pacific Regional Managing Director at Wingstop. How have his company’s experiences been so far? And what is his take on the future of foodservice and off-premise consumption in Southeast Asia?
15 minutes | Sep 8, 2020
Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and exporters around the globe.
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