RaboResearch F&A

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-3 j

Semiannual fertiliser outlook: What's influencing prices?

Oskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook. Together, they explore the major supply, demand, and geopolitical factors driving global fertiliser 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.
14 juil.

RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far)

Sarah Barrett, Managing Editor at Wine & Spirits Daily, and Chris Shepard, Senior Editor at Beer Marketer's Insights, join us to debate the most impactful stories of the year so far. 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.
-5 j

September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks

In this RaboResearch podcast, Agri Commodities Markets Research analysts Andrick Payen and Carlos Mera examine the implications for agricultural commodity markets arising from revisions to wheat, soybean, and corn estimates in the September 2026 USDA WASDE report. 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.
13 sept.

Movement on the global beef chessboard and what that means for Australian and New Zealand cattle producers

Recently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets. With so much of Australia and New Zealand's beef sold into these markets, it has the potential to reshape markets and influence prices. In this podcast, Angus Gidley-Baird and Jen Corkran take a look at these changes and the potential impacts for the respective industries. 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 sept.

The RBA cash rate outlook: Mountains left to climb

There has been a bit of a change in market expectations surrounding the RBA cash rate in recent days, so what gives? Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy, the likely implications for the cash rate, and what RaboResearch expects the RBA to be doing with interest rates in the months ahead. 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.
18 août

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.
30 juin

Palm oil outlook to 2031: Structural tightness to keep prices elevated

In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031. They discuss supply constraints, rising biodiesel demand, and why palm oil prices are likely to remain elevated over the coming years. 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.
8 sept.

Coffee at a turning point

Coffee prices have remained elevated for several years, but after reaching record highs in 2025 they have fallen significantly. Has the market finally returned to normal, or is there more downside ahead? Join Oran van Dort and Carlos Mera as they discuss the key drivers of coffee prices, from developments in the Red Sea and the EU Deforestation Regulation to the latest global supply and demand outlook. 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.
5 août · Vidéo

Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat

Despite scorching heat in the Northern Hemisphere, July has been far from a dull month. In this episode, we reflect on why on-premise alcohol consumption in the US has remained resilient, even as retail alcohol sales continue to soften. Several theories may help explain both the trend and the consumer groups supporting it. Questions about consumer behavior extend beyond alcohol. Potato demand also appears to be weaker. Though perhaps too much of what is happening in the food and beverages world is being attributed to GLP-1 drugs, potatoes may be one category affected by the growing use of these medications. Still, other factors may also be contributing. At the same time, the month has been equally dynamic in terms of corporate activity. As geopolitical developments and disruptions become increasingly frequent, industries, including packaging, may be prioritizing resilience over optimization. The risk of a super El Niño provides yet another reason to do so. These pressures are unfolding against a broader backdrop of uncertainty. Yet despite ongoing cost pressures, supply chain disruptions, and heightened uncertainty, sluggish demand and limited visibility into future sales remain top concerns for food and beverage operators. We close our monthly episode with some thoughts about demand indicators and strategies to attract consumers. 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.
28 août

Southern Glazer's on the latest moves into beer and competition in wine and spirits

We catch up with Mark Chaplin (Southern Glazer's Wine & Spirits President, Commercial Sales) and Devyn Dugger (Senior Vice President, NY Beer Division) to discuss their recent beer-business-buying binge, focusing on the changes that they are bringing to the beer business and how they are bringing best practices from the beer business into their broader wine and spirits operations. 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.

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