RaboResearch Food & Agribusiness Australia/NZ

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 221:10:17
  • More information

Informações:

Synopsis

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

  • On the Lookout for Speed Bumps in the Wool Market

    16/08/2017 Duration: 16min

    What lies ahead for Australian wool producers in the coming months? Skye Ward and Georgia Twomey discuss upcoming developments.

  • Barley, Beers and Beef

    11/08/2017

    The barley market has struggled through 2017, but has recently gained 40%. Cheryl Kalisch Gordon and Wes Lefroy discuss what’s behind the move and take a look at the market moving forward.

  • Sugar: Sweetness and Lite

    09/08/2017 Duration: 18min

    This podcast is all about the hot topic of sugar consumption. Georgia Twomey and Nicholas Fereday take a look at what shifting consumer attitudes might mean for F&B companies and the long-term outlook for sugar consumption.

  • A New Era for NZ Dairy

    07/08/2017 Duration: 11min

    What does the slowdown in milk growth mean for the supply chain? Our analyst Emma Higgins takes a close look.

  • Central Bonkers

    07/08/2017 Duration: 20min

    Is the future of NZ farmers in the hands of the world’s central bankers? We put Michael Every, Senior Markets Strategist for Rabobank Asia-Pacific, in the hot seat. Tim Hunt asks him why central bankers matter, what they are trying to achieve, and looks at the implications of their success—or failure—for NZ farmers.

  • Fishing for Opportunity in China

    01/08/2017 Duration: 20min

    What does the future of China’s seafood market mean for Australia and New Zealand? Tim Hunt talks to Rabobank’s global seafood expert, Gorjan Nikolik.

  • ­­­­­­­­­­­­­­­­The Drive for Value-Added New Zealand Lamb

    27/07/2017 Duration: 12min

    New Zealand sheep farmers often hear about the need for the industry to add value to their lamb export products. What is driving this push for more value-add investment, and what can the industry do to add value?

  • Australian Horticulture And Changing Tides

    26/07/2017 Duration: 18min

    Changing market forces in Asia and new technologies are creating new implications for Australian growers. Roland Fumasi and Wes Lefroy discuss the changing tide and how Australian farmers should take note.

  • Fresh Insight For New Zealand Horticulture

    25/07/2017 Duration: 15min

    Roland Fumasi, Senior Produce Analyst from Rabobank California, addresses the key global trends that NZ horticulture needs to be aware of.

  • An Outlook for the Australian Lamb Industry

    25/07/2017 Duration: 17min

    The Australian sheepmeat industry has been performing very strongly over recent years with increasing production and increasing prices. With production forecast to drop slightly, what does the new season hold for Australian sheepmeat?

  • Cotton and the United States: The Show Everyone's Talking About

    05/07/2017 Duration: 23min

    US cotton is holding centre stage right now, with big acreage and excellent conditions suggesting a bumper crop for Q4 2017. Andrew Tasker joins our latest podcast from St Louis, Illinois, to share the thoughts and concerns of those in the heart of US cotton country.

  • China Dairy: A Market and Industry in Transition

    04/07/2017 Duration: 20min

    Michael Harvey takes the opportunity to get download from Sandy Chen on his visit to Australia to explore the China dairy landscape in order uncover the short and medium term dynamics for supply and demand dynamics. As a result, Sandy Chen emphasises some strategic considerations for the Australian dairy industry value chain moving forward.

  • New Zealand Dairy: Global Milk Supply Taps Beginning to Leak Again

    27/06/2017 Duration: 10min

    Global milk supply growth is emerging from key exporting engines. The resulting exportable surplus will increase across 2017 and moving into 2018. The additional supply will be met by steady, if modest, global demand growth across this period.

  • House Of Cards

    27/06/2017 Duration: 22min

    What would an Australian housing market crash mean for the local F&A industry? Michael Every and Tim Hunt explore the chances of a crash, the economic impacts it would bring and how this would feed through to farmers and food companies.

  • Harvesting the Benefits of Digital Agriculture

    20/06/2017 Duration: 17min

    RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture’ in Melbourne. He is joined by Tim Hunt to discuss the key themes from the conference and the implications for farmers.

  • Milk Prices Are In: It's Back To The Future vs. Breaking Rank

    19/06/2017 Duration: 15min

    The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processors chose to break rank. But is this a watershed moment for the industry? And how do local milk prices compare to Rabobank’s expectations... and to global peers?

  • A Global Perspective on New Zealand’s Red Meat Prospects

    09/06/2017 Duration: 21min

    Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the short and long term prospects of New Zealand beef and lamb.

  • Bungle In The AgTech Jungle: Australia & NZ

    08/06/2017 Duration: 18min

    While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption and the future of digital farming, and in particular the report ‘Bungle in the AgTech Jungle’.

  • Pulsating Pulse Prices—What’s in Store for Chickpeas?

    06/06/2017 Duration: 10min

    Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian purchases and domestic disease risks create an uncertain price outlook. Cheryl Kalisch Gordon and Charlie Clack provide Rabobank’s view on prices in the 12-month period.

  • Forward Marketing Agreements in the Australian Beef Industry: Time to Put Them on the Table

    31/05/2017 Duration: 22min

    Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics mean managing price, quantity and quality are now more important than ever. Forward marketing agreements provide an ability to manage these risks and need to become a more common part of the beef industry. This podcast summarises the report of the same title released by RaboResearch in May.

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