76 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 RaboResearch Food & Agribusiness

    • Business
    • 3.8 • 9 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

    High G&O Prices Will Shrink China's Imports and Demand

    High G&O Prices Will Shrink China's Imports and Demand

    Join Rabobank’s Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for China's feed demand.

    • 16 min
    The Ukraine Metacrisis and Its Impact on Agri Commodity Markets

    The Ukraine Metacrisis and Its Impact on Agri Commodity Markets

    Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the inelasticity of demand, wheat prices in particular could double, as Turkey, the Middle East, and northern Africa struggle to source wheat from elsewhere. Please read more about the Ukraine Metacrisis and visit our F&A research website for more information.

    • 15 min
    Agri Commodities Outlook 2022, Part 2: Softs

    Agri Commodities Outlook 2022, Part 2: Softs

    Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee.

    • 11 min
    Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds

    Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds

    Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs and post-Covid demand threaten to keep supplies on the ropes and prices well supported.

    • 15 min
    Halloween Special: More Tricks Than Treats

    Halloween Special: More Tricks Than Treats

    Join Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might send you running for the candy aisles.

    • 11 min
    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

Customer Reviews

3.8 out of 5
9 Ratings

9 Ratings

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