RaboResearch Food & Agribusiness Australia/NZ
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.
Episodes
Australia's 2026/27 crop update: from a late, dry start to strong prospects
In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season. While a delayed seasonal break and persistent dryness across parts of the East Coast raised early concerns, recent rainfall has greatly improved conditions in many key growing regions. With adequate crop establishment, improved soil moistu
New Zealand mid-year check-in: Record production, strong prices and El Niño watch
Emma Higgins and Jen Corkran review New Zealand's agricultural outlook, highlighting record dairy production, strong beef and lamb prices, and improving farm profitability. They discuss global supply and demand trends, ongoing fertiliser and input cost pressures, and the growing likelihood of El Niño conditions shaping production risks and opportunities. Disclaimer: Please refer to our global Ra
Global fertiliser markets: from geopolitical volatility to raw material constraints
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices remain under pressure amid improving supply while phosphate and potash markets continue to be supported by tighter fundamentals. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/
July official cash rate decision, Hormuz memorandum of understanding, and rates outlook for New Zealand
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the July Reserve Bank of New Zealand meeting, the recent memorandum of understanding between the United States and Iran, and the outlook for NZ interest rates. Jen and Ben delve into what the RBNZ signalled about the future path of the official cash rate, what indicators they will be watching, an
How shifting acreage on US farms might impact Australian prices
RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest level in over 100 years. Meanwhile, US cotton area has recovered from last year's ten-year low but only marginally, and dryness might prevent more acres from being harvested than usual. The shocker for Australian farmers might be
Where are all the sheep? A look at Australia and New Zealand's sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production? Angus Gidley-Baird chats with New Zealand analyst Jen Corkran about the Australian, New Zealand, and global sheep markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaim
Palm oil outlook to 2031: Structural tightness to keep prices elevated
In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031. They discuss supply constraints, rising biodiesel demand, and why palm oil prices are likely to remain elevated over the coming years. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for
Is this the turning point for New Zealand sheepmeat?
Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this the reset the sector's been waiting for? They also unpack what's next – from winter slowdown to spring lambing – and th
May official cash rate decision and New Zealand budget
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand budget. They unpack what happened at the RBNZ meeting, how the economy is performing, what is happening with the budget balance, and what it all might mean for the official cash rate and term interest rates. Disclaimer: Please refe
Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the 2026 Australian beef seasonal outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.r
New Zealand dairy update: High prices and higher stakes
Emma Higgins and Jen Corkran dive into New Zealand's extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient supply, uncertain global demand, and rising on-farm costs collide. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scop
Australian dairy outlook – Resilience amid wavering confidence
In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material pu
Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from wheat toward canola, barley, and pulses in response to margin pressure and shifting risk-reward profiles. Disclaimer: Please refer to our global RaboRe
Aussie budget roundup and economic outlook
Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that mean for the cash rate? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disc
VIDEO: Remaking the world economy: America Perestroika and global trade
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We exp
Australian farmland price outlook 2026
Join RaboResearch analysts Paul Joules and Vítor Pistóia as they review how Australian farmland values performed in 2025 and explore the forces that could influence land prices moving forward. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material publish
Australia's food price problem
Food prices remain one of the most visible – and frustrating – parts of Australia's inflation story. In this episode, analysts Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking forward. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/01
Are diesel prices squeezing Brazil's farm margins – and what does that mean for sugar prices?
Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins. Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high p
The seasonal shift shaping New Zealand dairy and livestock markets
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months ahead. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the
China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan about the impacts this quota may have on China and the current state of the Chinese beef market. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for info
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch's latest Semiannual Fertilizer Outlook, to discuss the key impacts of the Middle East crisis on global fertilizer markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information ab
Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop
In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on the ground. The discussion looks at seasonal conditions and shifting area decisions, alongside the growing impact of high input costs, particularly nitrogen fertiliser, on crop choice and margins. Disclaimer: Please refer to our global RaboResearch di
Revisiting the state of US dairy a year later
One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy Analyst Michael Harvey to take stock of how the US dairy sector has evolved and what it means for Australia and New Zealand. Their conversation revisits the structural themes identified during Lucas' earlier tour of Australia and New Zealand and explor
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates,
Diesel under pressure: How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates,
How much can sugar markets benefit from high oil prices?
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based in Brazil, and Charles Hart, Senior Commodity Analyst in London, for a truly global discussion of the sugar market outlook. How much do high oil prices translate into higher Brazilian gasoline prices, and by how much will Brazilian sugar mills switch
The Iran conflict and Australian agribusiness: Where things stand after four weeks
Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on the latest energy and fertiliser supply shocks – and how they are pushing up input costs and squeezing margins for Australian growers. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/di
RaboElevate Special: Succession Planning with Isobel Knight – Putting families in the driving seat
No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's Skye Ward sits down with Isobel Knight from Proagtive, drawing on her 25 years of experience working with farming families in succession planning. From how to start the process, to creating the appropriate forum for these discussions, Isobel shares wh
A global greenhouse update
Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions. They explore how energy prices, sustainability pressures, and evolving consumer behaviour are reshaping investment decisions for growers worldwide. Disclaimer: Please refer to our global RaboResearch disclaimer at https:/
Geopolitics and the impact of the war in Iran on Australia and the world
Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australia's and New Zealand's economy and agriculture. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material pub
Blooming success: Australian horticulture breaks records
The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends shaping the industry. The report offers a snapshot of the sector's performance and highlights broad-based strength across the sector, with several categories achieving record growth. Disclaimer: Please refer to our global RaboR
RaboElevate Special: Benchmarking with John Francis – The power of turning data into information
In this third episode of our six-part RaboElevate series, Dr Robin Stonecash sits down with John Francis from Agrista to talk about benchmarking in farm businesses. With more than 30 years in the game, John shares how the top producers he works with use benchmarking to turn their raw farm and financial data into meaningful information. And how this process helps shift from reactionary to anticipat
Can the Australian lamb market sustain these prices?
Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Implications of the Iranian conflict for the Australian economy and agriculture sector
In this episode, RaboResearch analysts Vítor Pistóia and Ben Picton unpack the relevance of the recent conflict involving Iran and the wider Persian Gulf. They explore how heightened regional risk could affect energy and agricultural supply chains and what this means for farm input costs and inflation. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/kn
Dairy Down Under update with Mick and Emma
Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, and the milk price is more stable. Michael Harvey and Emma Higgins discuss a tale of two dairy markets Down Under. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for inform
RaboElevate Special: Mastering Negotiation with Dr Robin Stonecash - Stepping to the other side to do the deal
In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as she uncovers the fundamental rules of negotiation, how to anchor a negotiation and why it isn't always about the "yes". Packed with practical tips, this episode discusses how preparation and an understanding of your counterparty can help get to that ha
From the BBQ to the world stage: National Lamb Day in New Zealand and a snapshot of the current Kiwi lamb market
To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboResearch update on current sheepmeat market dynamics and key themes for farmers. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information a
Australia's foodservice sector – Inside the battle for market share
Australia's foodservice sector is back in growth mode – but not in the way it used to be. The recovery is uneven, consumers are value‑driven, and the competitive terrain is reshaping as quick-service restaurant giants pull ahead. Michael Harvey and Jen Corkran join teams to discuss his recent report. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowl
US dietary guidelines and key messages for Australia and New Zealand
Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for Australia and New Zealand. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Australian grain, oilseed, and cotton markets outlook
Join Paul Joules and Vitor Pistoia as they discuss the key factors RaboResearch expects to shape Australia's grain, oilseed, and cotton markets in 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Aussie interest rates: How high in 2026?
Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? And what factors could influence the RBA to hike or hold? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the mate
RaboElevate Special: Clear Leadership with Professor Richard Hall - The key to unlocking your farm potential?
In this episode of our RaboElevate podcast series, Dr Robin Stonecash sits down with Professor Richard Hall to discuss what Clear Leadership means for farm businesses. Leadership isn't just a trait – it is a skill that can be learned, practiced and improved on. Through practical insights, this episode explores how Clear Leadership can help you lead with purpose, improve communication and harness t
RaboElevate Special: Catalyst for Change with Bonita Koch
In this special episode of our six-part RaboElevate podcast series, Executive Development Program (EDP) past participant Bonita Koch sits down with Program Director Dr Robin Stonecash to reflect on how one powerful comment changed the trajectory of her dairy business. From repositioning to premium A2 protein milk and, more recently, their shift towards circularity, Bonita's story is one of innovat
Australian agribusiness outlook 2026
Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, year for most regions and commodities, placing many businesses in a better position heading into an uncertain 2026. In this episode, RaboResearch's Australia team discusses the economic and commodity outlook for Australia and concludes: 'While geopoli
Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
In recent years, Brazil's corn ethanol output has expanded to well over one-quarter of the country's total ethanol production. With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output. From 2026 onward, and likely for the following five years, Brazil's ethanol market appears well suppli
New Zealand agribusiness outlook 2026: Playing on the new global board
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness. Emma Higgins and Jen Corkran break down the big forces, sector outlooks, and developments farmers, growers and industries should watch as the year unfolds. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/know
How fiercely will mighty Brazil's agricultural exports compete with Australia and New Zealand in 2026?
For many years, Brazil has been a major exporter of a wide range of agricultural commodities. This competitiveness puts pressure on export markets in Australia and New Zealand, ultimately influencing prices at the farmgate. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the 2026 outlook for Brazilian agricultural commodities and the resulting impacts on New Zealand
Sustainability insights from US producers
In this episode, Pia Piggott speaks with Eric Gibson, Crop Production Sustainability Analyst, and Charlotte Talbott, Animal Agriculture Sustainability Analyst, about their latest report, Straight From the Field, looking at sustainability insights from US beef, dairy, and crop producers. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaime
Factors shaping the future of EU milk supply
According to the recent RaboResearch report Adapting to change: Strategies for EU dairy processors amid milk supply decline, EU milk supply is projected to fall over the medium term. Michael Harvey chats with author and Senior Dairy Analyst Tom Booijink to discuss the drivers of the expected contraction and what it means for global dairy markets. Disclaimer: Please refer to our global RaboResear
Energy transition and feedstock demand in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
Europe's energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe's biofuel sector. In this episode, Global Energy Transition Strategist Susan Hansen, who is based in the Netherlands, unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand. Di
New Chinese beef import quotas and their impact on Australia and New Zealand
On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications for the Australian and New Zealand beef industries. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material
Global wine and beer outlook with RaboResearch Global Strategist Steve Rannekleiv
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative drinks like hard seltzers and ready-to-drink cocktails, as well as cannabis. In this podcast, US-based Global Beverages Strategist Steve Rannekleiv unpacks these trends in a conversation with Stefan Vogel, General Manager of RaboResear
Global geopolitical outlook with RaboResearch Global Strategist Michael Every
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand, Australia, and the world. In this podcast, Asia-based Global Strategist Michael Every unpacks these trends with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand. Disclaimer: Please refer to our global RaboRe
Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson
Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key fundamentals and the geopolitical forces shaping fertilizers and agrochemicals. He also explores the latest trends in machinery, the transformative role of artificial intelligence, and global developments in farmland values. Joining him
Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling. In this podcast, US-based Global Grain & Oilseed Strategist Steve Nicholson shares his perspective on grain market fundamentals, key points to watch, geopolitical influences, biofuel trends, farm subsidies, and margin outlooks. Joining him is Stefan Vogel, General Manager of RaboResearch Austral
Diving into seafood: 2026 outlook
In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma on the outlook for global seafood markets in 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of
Lessons learned from Agritechnica 2025
Join Paul Joules as he chats with Doriana Milenkova, Senior RaboResearch Analyst – Farm Inputs and Sugar, and Barend Bekamp, Senior RaboResearch Analyst – Food and Agriculture, about the key insights and themes from their visit to Europe's leading agritech trade show, Agritechnica 2025. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaime
How weight loss drugs drive change in the food and agriculture sector
Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vogel, General Manager RaboResearch – Australia and New Zealand, and Julia Buech, Senior Consumer Foods Analyst, as they discuss the implications and strong changes these trends bring to the food industry – all the way to farm products like sugar, meat
The only way is up? Reviewing the Reserve Bank of Australia's December decision
Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/discl
Australian almond outlook – Replanting for growth beyond 2030
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Agri commodity outlook 2026: Sugar
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack the trends in grain yield and quality for the 2025/26 season and how market strategies may play out for an above-average crop. While large stocks pressure wheat and barley prices, the direction of the canola market hinges on geopoliti
Semiannual fertilizer outlook: What's driving prices?
Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitation
Wrapping up a record year for New Zealand beef and lamb and looking ahead to 2026
Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026. Disclaimer: Please refer to our global RaboResearch disclai
An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Global forces are impacting local prices: Grains and cotton in focus
Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Protecting yourself from fraud
In this bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why it is important to recognise them and offers some tips on how to do it. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limit
The prices bite - food Inflation's new normal?
RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the latest release from the Australian Bureau of Stastics. Is there relief for consumers, or is more sticker shock to come? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/discla
No more cuts? Reviewing the Reserve Bank of Australia's November decision
Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate in the months ahead. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/dis
Global pulse outlook: Navigating the shifting pulse market
In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down supply and demand trends, trade disruptions, and competitive pressures across key regions, including Canada, India, China, Europe, and Australia, offering a comprehensive view of how global dynamics are influencing pulse production and export strategie
Managing increased volatility in Australian livestock markets
Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how it can be managed. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published
The strategic moment for dairy-beef in New Zealand
Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players and why now is the time to act. With global case studies and practical takeaways, this episode is packed with insights for anyone along the dairy and beef value chain. Disclaimer: Please refer to our global RaboResearch disclaime
Global table grape outlook 2025
In this episode, Pia Piggott speaks with Gonzalo Salinas about the latest global trends in table grape production and trade. Drawing from a recent RaboResearch table grape report, they explore how key markets are evolving, which countries are leading the export race, and what the future holds for growers and in the table grape sector. Disclaimer: Please refer to our global RaboResearch disclaime
Australian 2025/26 winter crop production: Another year of robust harvests, but prices fail to keep pace
In this episode, RaboResearch analysts Paul Joules and Vitor Pistoia discuss the outlook for Australia's 2025/26 winter crop season. They unpack production figures, regional weather impacts, and price expectations for wheat, barley, canola, and pulses, as well as farm inputs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/01141702
Refocusing China's pork industry
With production reaching a peak, China's pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with RaboResearch Senior Animal Protein Analyst and author of the recent report China's pork industry refocuses from scale to efficiency Chenjun Pan. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/
Will the EU's carbon tax on fertilizers have any impact on Australia?
Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Border Adjustment Mechanism and its potential impact on the fertilizer industry. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and li
Brazilian cotton tour rundown
RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and part of a family farming partnership; and Nick Pearce, senior manager for major agribusiness clients in New South Wales. Together, they share firsthand insights into the rapidly expanding Brazilian cotton industry, following Rabobank's recent cotton
Into the swing of spring in New Zealand
Emma Higgins and Jen Corkran unpack the latest trends in New Zealand's agricultural markets, from record beef and lamb prices to global dairy supply pressures. They also dive into fertiliser, freight, and interest rate shifts shaping the outlook for farmers this spring. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disc
September RBA decision: Deconstructing the outlook for the cash rate
Join Pia Piggott and Ben Picton as they delve into the RBA's September cash rate decision. What is on the horizon for the Aussie economy, and what could that mean for interest rates in the months ahead? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the materi
Australian wool prices push higher
Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul Joules as they discuss what's driving recent price action. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the m
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