71 episodes

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/footer/disclaimer.html

RaboResearch Agri Commodities Rabobank

    • Business
    • 5.0 • 3 Ratings

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/footer/disclaimer.html

    September 2021 WASDE: Consumers Come in From the Cold

    September 2021 WASDE: Consumers Come in From the Cold

    Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled up by sidelined consumers.
     
    Join Rabobank’s Michael Magdovitz and Andrew Rawlings as they deconstruct the latest WASDE report.

    • 12 min
    EU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola?

    EU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola?

    The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently, canola demand? Our G&O analyst in Australia, Dennis Voznesenski, chats with Rabobank’s Global Strategist for Grains & Oilseeds, Stefan Vogel.
    This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

    • 25 min
    Any Catches for Aussie Cotton?

    Any Catches for Aussie Cotton?

    The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global market outlook and local Australian conditions.
    This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

    • 23 min
    Heavy Rains Batter Europe as Harvest Gets Serious

    Heavy Rains Batter Europe as Harvest Gets Serious

    First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist for Grains & Oilseeds based in Europe, to delve into the details.

    • 19 min
    Acreage Gains Prove Hard to Make

    Acreage Gains Prove Hard to Make

    In the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. Expectations for acreage gains were high given higher prices during plantings this season, but mixed weather across the US and stiff competition for acres between crops meant those gains were hard to achieve, especially in corn and soybeans. US June grain stocks also declined to a six-year low. With tighter stocks and lower-than-expected aggregate acreage for corn and soybeans, the pressure is on for good yields and good weather this season in the US.

    • 13 min
    Export Tax Gains for Australian Croppers and Russian Shoppers

    Export Tax Gains for Australian Croppers and Russian Shoppers

    In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details.

    • 13 min

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