RaboResearch F&A

•

Kanal • 8 serier

Investering

Investering

Hver anden uge
Investering

Investering

Ugentligt
Erhvervsnyheder

Erhvervsnyheder

Månedligt
Investering

Investering

Hver anden måned
Investering

Investering

Hver anden uge
Investering

Investering

2. feb.
Erhverv

Erhverv

Ugentligt

18. aug.

Energy shock waves: From Hormuz to Russia

Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to USD 88/bbl as of August 17, 2026. The war in Iran and the subsequent disruption in the Strait of Hormuz have been responsible for much of the upward pressure on energy prices, while recent attacks on Russian refineries and export infrastructure have contributed to a sharp rise in diesel prices. Join Carlos Mera and Florence Schmit as they discuss the current market environment and where energy prices might go next. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
13. aug.

August WASDE: Trouble in the Black Sea

In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's August WASDE. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
31. jul.

Liquid Assets: My favorite things

New drinks aplenty and trends always changing. Exploring culture, with the drinks we are raising. Asking a stranger, "Why did you order that thing?" These are a few of my favorite [drink] things. Friends at a conference with gossip worth sharing. Newsletters, dailies, and podcasts worth airing. Together let's ask what all of these numbers mean. These are a few of my favorite [drink] things. For this episode, very special guest and former co-host Jim Watson returns to discuss some oddly specific nominations for our favorite things about the beverage industry. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are those of the individuals and not Rabobank or its affiliates, and should not be considered a solicitation or offer to sell or provide services. 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.
16. jun.

Espresso economics: High production, low prices

Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination countries are still scarce, and some volatility is expected before we see even lower prices. Join Oran van Dort and Carlos Mera as they discuss these and many other topics affecting much of the world's favorite beverage. This episode was recorded on June 12, 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
15. maj

Is beer back? Maybe

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville. For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk. We discuss individual company results at the following timestamps: Heineken (7:32): Results are stable heading into a leadership transition. AB InBev (15:44): Revenue, volumes, and EBITDA are all well ahead of expectations. RTDs, Michelob, and Busch are filling the gap left by Bud Light. Constellation Brands (24:20): Business is stabilizing following a tough year in 2025. Royal Unibrew (32:22): Despite strong results from a highly diversified business, the headline was the loss of the PepsiCo business in Denmark, Finland, and the Baltic states, which account for nearly one-sixth of company revenue. Carlsberg (38:40): Both volume and revenues grew, with strong performance in the UK as the integration of Britvic goes forward. The headline is the switch from Coca-Cola to PepsiCo in Denmark and Finland and taking on the Baltic states from Royal Unibrew. Molson Coors (48:20): Volume is down, but revenues are flat with improved EBITDA, though costs pressures – aluminum in particular – remain a headache. Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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.
2. jul.

USDA Acreage and Grain Stocks: Wheat surprises

In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage and Grain Stocks reports and what the reports will mean for grain and oilseed markets moving forward. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
8. apr.

Breaking down the potential Pernod Ricard, Brown-Forman merger of equals

In late March, Brown-Forman Corporation and Pernod Ricard confirmed they were in talks about a potential merger that would bring together giant brands like Jack Daniels, Herradura, Woodford Reserve, Jameson, Beefeater, Absolut, and Chivas Regal. It would be a formidable lineup, which in terms of spirits sales would rival the scale of Diageo – long the largest spirits business in the history of the universe. Equity analyst Richard Withagen of Kepler Cheuvreux joins us to discuss the details and outlook for this blockbuster deal. Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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.
3. feb.

The 2026 economic outlook

Economics power duo Jane Foley and Christian Lawrence return to discuss the first 12 months of the Trump administration and the 2026 outlook for economies in the US and Europe. As always, the conversation is far-reaching, touching on: The AI boom and its impact on business operations and economic growth. Inflation and the legacy of higher food, housing, and healthcare prices. Interest rates, currencies, and the threats to an independent Federal Reserve. The waning predictive power of consumer confidence surveys. The incomplete and lasting impact of tariffs and Trump's challenge to the geopolitical order. The impact of immigration policies on population growth and economic activity. Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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.
15.10.2025

Global beer results prove why diversification is so important

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 American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages. Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: rabobank.com/knowledge Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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.
16. jul.

Northern Hemisphere grains & oilseeds update, July 2026

In this week's episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets, and emerging global risks with RaboResearch colleagues from around the world including: Lief Chiang, Senior Industry Analyst, Asia Vito Martielli, Senior Grains & Oilseeds Analyst, Europe Owen Wagner, Senior Grains & Oilseeds Analyst, North America While geopolitical risks, including impacts from the Middle East, remain part of the discussion, the conversation focuses on China-US trade developments, growing weather risks across key agricultural regions, and signs that strengthening demand could provide support to commodity markets. Time stamps: 0:08 – Introduction, Steve Nicholson, Head of North American Crops with RaboResearch Food & Agribusiness 0:33 – China and Asia – Lief Chiang, Senior Industry Analyst China corn and soybean crop conditions Weather risks across Asia and emerging El Niño concerns China-US trade relations and soybean imports Crop protection and fertilizer export outlook 14:16 – Europe – Vito Martielli, Senior Grains & Oilseeds Analyst Impacts of Europe's heat wave Wheat production outlook Russian and Ukrainian crop update Corn market concerns in France and the EU Rising import demand and trade opportunities Ukraine's continued export resilience 23:05 – North America – Owen Wagner, Senior Grains & Oilseeds Analyst US corn and soybean crop conditions Field observations and regional variability Southeast US production challenges China-US soybean demand outlook Whether grain markets are finding a bottom Global supply risks and demand recovery A look ahead at input costs, weather, and market opportunities 40:45 – Wrap up and conclusion If you have any questions you would like for us to consider, please send them to eric.gibson@raboag.com. 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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