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RaboResearch Food & Agribusiness Australia/NZ

Rabobank

Arte Economía y empresa

RaboResearch Food & Agribusiness Australia/NZ

Último episodio

750 episodios

Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
22/04/2026 | 19 min
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 about the scope and limitations of the material published on the podcast.
Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop
21/04/2026 | 17 min
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 disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
Revisiting the state of US dairy a year later
20/04/2026 | 18 min
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 explores how those insights stack up against developments in the US dairy sector today.

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.
Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
16/04/2026 | 20 min
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, and currencies.

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.
How much can sugar markets benefit from high oil prices?
06/04/2026 | 23 min
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 from sugar production to ethanol? What other fundamental factors are driving the global sugar surplus in 2026? Tune in to find out!

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.

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Acerca de 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. 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 Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand and Global RaboResearch material published on the podcast.

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