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 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 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 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.
…
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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—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
…
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1
The prices bite - food Inflation's new normal?
12:12
12:12
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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.rab…
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1
No more cuts? Reviewing the Reserve Bank of Australia's November decision
13:05
13:05
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13:05
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 discl…
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1
Global pulse outlook: Navigating the shifting pulse market
11:27
11:27
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11:27
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…
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1
Managing increased volatility in Australian livestock markets
26:06
26:06
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26:06
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 sc…
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1
The strategic moment for dairy-beef in New Zealand
23:45
23:45
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23:45
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: P…
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1
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for October 2025
40:50
40:50
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40:50
Consumer Foods-to-Go is back! Join Maria Castroviejo, Tom Bailey, and Cyrille Filott as they wrap up the month in food through both a podcast and a video. In this episode, they dive into the latest developments in the food sector, including key takeaways from their recent visit to Anuga – one of the world's largest food trade shows. They also discu…
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1
Outgunned and outspent: How independent RTD brands are gaining a foothold in the US
1:00:47
1:00:47
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1:00:47
The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing space in the beverage alcohol business. In this episode, Evan Burns, CEO at The Finnish Long Drink, a…
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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: P…
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1
Australian 2025/26 winter crop production: Another year of robust harvests, but prices fail to keep pace
17:33
17:33
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17:33
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:/…
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1
Global beer results prove why diversification is so important
58:06
58:06
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58:06
We look back at the results from the first half of 2025 and check in on the performances of the world's largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on Ame…
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1
Coffee prices: Short term and long term diverge
17:25
17:25
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Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and …
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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 di…
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1
Will the EU's carbon tax on fertilizers have any impact on Australia?
15:03
15:03
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15:03
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/di…
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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 c…
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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.r…
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1
September RBA decision: Deconstructing the outlook for the cash rate
15:01
15:01
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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 informatio…
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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 infor…
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1
Southern Glazer's on competition from beer distributors, national contracts, and pricing strategy
54:48
54:48
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Southern Glazer's Wine & Spirits is the largest alcohol wholesaler in the United States. We caught up with Mark Chaplin, John Wittig, and David Chaplin, three of Sourthern's senior executives, to discuss the toughest issues facing alcohol distribution in 2025 and increasing pressure to become a total beverage distributor. Note: This episode was rec…
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