RaboResearch F&A

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Güncelleme: 01.07.2024
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Güncelleme: 9 Şub

2 GÜN ÖNCE

Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?

RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates, and currencies. 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 gün önce

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20 dk.
31 MAR

The Iran conflict and Australian agribusiness: Where things stand after four weeks

Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on the latest energy and fertiliser supply shocks – and how they are pushing up input costs and squeezing margins for Australian growers. 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.

31 Mar

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18 dk.
24 MAR

A global greenhouse update

Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions. They explore how energy prices, sustainability pressures, and evolving consumer behaviour are reshaping investment decisions for growers worldwide. 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.

24 Mar

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22 dk.
18 MAR

Geopolitics and the impact of the war in Iran on Australia and the world

Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australia's and New Zealand's economy and agriculture. 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 Mar

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14 dk.
11.06.2021

Commodity Supercycle Talk and Brazilian Corn Drops

Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.

11.06.2021

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27 dk.
18.03.2019

Working in a Carry Market

Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.

18.03.2019

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28 dk.
24.11.2020

Room for Optimism in Animal Protein Outlook

When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode.

24.11.2020

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23 dk.
08.09.2022

What's Next?

Michael Every joined the Consumer Foods-to-Go podcast a couple of times before to discuss inflation and the impact of the war in Ukraine on the food sector. Due to popular demand, Cyrille Filott and Maria Castroviejo invited Michael back. During the podcast, Michael shares his (gloomy) outlook for the geopolitical landscape and how any shifts might impact economic thinking and the food sector.

08.09.2022

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39 dk.
23.11.2018

Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing

Carlos Mera and Charles Clack discuss what's in store for soft commodity markets—including sugar, coffee and cotton—in the year ahead, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Global production prospects, along with currency and geopolitical shifts provide the backdrop to Rabobank's 2019 price outlook. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

23.11.2018

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19 dk.
13.07.2021

De eiwittransitie is nog maar net begonnen

De eiwittransitie van dierlijk naar plantaardig is een veelbesproken thema. Veel innovaties komen naar voren en grote bedrijven storten zich op deze markt. Birgit Dekkers van Rival Foods en analisten Harry Smit en Sebastiaan Schreijen, van RaboResearch geven hun kijk op de zaak.

13.07.2021

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19 dk.

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