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.
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An Unsettled Picture in the Grains & Oilseeds World
RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.
Grain Markets and the Black Sea
The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply.
Black Sea Volatility for Grain Markets
On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas.
In the second half, Senior G&O Analyst Vito Martielli joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of its effect on agriculture.
Drought in the Americas Might Upset the Canola Bears
What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.
Out of Stock: Update on F&A Logistics
Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macro factors like labor and inflation contributed to a series of supply chain chaos.
An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long it might last, and what might be next for producers needing to ship their goods to market.
Pro level expert provide high information tradable information and insights
top class podcast of Food
I used to work in agriculture, and still love to keep up with what is going on in the US ag scene. THese guys cover a lot of topics, but everything is so well put together that I enjoy the variety.
Easy way to keep up with ag industry