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. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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RaboResearch Podcasts
Rabobank's RaboResearch Food & Agribusiness team has 85 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. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's RaboResearch Food & Agribusiness team has 85 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 – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
…
continue reading
Rabobank's RaboResearch Food & Agribusiness team has 85 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.
…
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1
US biofuel mandates and global oilseed markets: a geopolitical deep dive
27:02
27:02
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Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal. RaboResearch Disclaimer:…
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Every diversification strategy, ranked
1:07:04
1:07:04
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In this episode, we discuss the all the ways a beverage firm can diversify its business and the consequences when things go wrong. Whether it is geographical expansion, vertical integration, moving into adjacent categories, or route to market, we debate the merits, downsides, and myriad real-world examples of seven different diversification strateg…
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Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/…
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1
Australian economic statecraft: Old ideas for a new era
19:43
19:43
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Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead. RaboResearch Disclaimer: Please refer to our Australian RaboResearc…
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1
Global avocado outlook: Growth regions and shifting trade flows
21:53
21:53
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Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Glob…
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1
How to save money on ingredients (and still taste good), featuring Kerry Group
56:09
56:09
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What happens when you move a production plant from Europe to the United States or switch from Florida oranges to Brazilian oranges? Does your product still taste the same? Has technology made it possible to replace 50% of the sugar in a beverage with zero-calorie sweetener and avoid a nasty aftertaste? John Kelly and Paul Villis from Kerry Group jo…
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1
The Grand Macro Strategy behind US tariffs and military action in Iran
18:27
18:27
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Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch discla…
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Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboRe…
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1
How the Middle East conflict is impacting urea prices in Australia and New Zealand
20:20
20:20
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Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge…
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1
What’s wrong with the alcohol industry? Featuring the Business of Drinks podcast
1:08:18
1:08:18
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It’s not a fun time to work in the alcohol business. Demand is down in almost every segment and in almost every geography. Costs are rising. And most every category is in some state of oversupply. How on earth did we get here? Erica Duecy and Scott Rosenbaum, hosts of the Business of Drinks podcast, join the RaboResearch team to debate what is driv…
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1
The WASDE whispers: What markets did not hear on June 12
15:41
15:41
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Join Carlos Mera and Charles Hart as they unpack the USDA’s June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month’s WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine …
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1
Following the Brahman trail through the Northern Territory – an update on the northern cattle industry
21:00
21:00
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Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at…
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1
Keeping a watch on global animal health risks
17:44
17:44
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Emma Higgins and Jen Corkran team up again with a timely update from New Zealand focusing on emerging animal health concerns around the globe and the key biosecurity risks that could have implications for New Zealand’s livestock and dairy sectors. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.raboban…
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The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank’s Andrew Walker and Daker Pern as they chat with Senior Market Strategist Ben Picton about what is happening in interest rate markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaim…
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In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From discussions on US dairy growth to the interplay with New Zealand, Lucas offers insights into the US dairy industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at ht…
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51
A taste of the New Zealand landscape – all the reasons for optimism in 2025
19:48
19:48
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In this episode, Emma Higgins and Jen Corkran share some of the key highlights from the Taste of the Land dinner series across New Zealand they recently joined. From discussions on dairy and red meat to reflections on the broader macroenvironment in 2025, Emma and Jen offer insights into what’s shaping the agri-food sector in NZ right now. RaboRese…
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1
Why are so many young men quitting alcohol?
57:20
57:20
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Young people are drinking less, but virtually all those declines are driven by men. If they do consume alcohol, men drink twice as much as women. In this episode, we speculate on what could be changing in the culture and in the lives of young men that is pushing them away from alcohol. Link to our report on Gen Z drinking habits: Click here. Want t…
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Global wine outlook, consumption challenges, and arising opportunities for New Zealand and Australia
23:12
23:12
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Join Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, and New York-based RaboResearch Global Beverages Strategist Steve Rannekleiv as they unpack structural and cyclical wine consumption challenges, whether New Zealand and Australia could benefit from US trade friction with the EU, and how this stacks up to the global productio…
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