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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.
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.
14 jul

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.
3 jul · Video

Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026

Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food – and this time, beverages as well. They begin by exploring the latest developments shaping the industry, including geopolitics (once again) and the growing momentum behind dietary fiber as a consumer trend. They then dive into several recent RaboResearch reports, with one about the evolving landscape of alcohol distribution standing out in particular. To close, they reflect on the rapid rise of AI and debate whether artificial intelligence could become the next major influencer of consumer choices. 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 feb

FrieslandCampina en Milcobel fuseren. Waarom?

Onlangs besloten FrieslandCampina en Milcobel te gaan fuseren. Er ontstaat een concern waar ongeveer 10 miljard kilogram melk wordt verwerkt, afkomstig van ongeveer 16.000 melkveebedrijven. Wat betekent deze fusie voor de bedrijven, voor de boeren, voor de merken, voor het duurzaamheidsbeleid. Hierover een gesprek met Tom Booijink van Rabo Research. Raadpleeg onze disclaimer op https://www.rabobank.nl/kennis/disclaimer/011417260/disclaimer voor informatie over de voorwaarden en beperkingen van de inhoud die in de podcast wordt gepubliceerd.
29 apr

Is there a global food crisis coming?

Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season. Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices. 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.
4 jun · Video

Consumer Foods-to-Go Wrap! Wrapping up May 2026 in consumer foods

The Consumer Foods-to-Go team is back with another monthly wrap-up, looking back at everything that happened in May. It was a particularly eventful month, with several major developments featured in the podcast, including Uber Eats' bid to acquire Delivery Hero. We also highlight some excellent new research, including a piece on nutrient density as an emerging consumer theme. Finally, we wrap up by answering listener questions, including one thought-provoking topic: In these turbulent times, should food companies be sharing more infrastructure? 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.
9 feb

The cocoa crash explained

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price 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.
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.
7 mei · Video

Consumer Foods-to-Go Wrap! Reviewing April in food

April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity. 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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