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.
Halloween Special: Scary Wheat Prices, Ghostly Chocolate Prices, and Spooky Sugar Prices
The prospect of children coughing at your door may be scary enough at the moment, but there is also a lot of fear in agri commodity markets. In this special edition podcast, we explore some of the worst-case scenarios that could lead to higher prices for wheat, cocoa, and sugar markets. This Halloween may not see many treats, but there could be plenty of tricks.
Oil Heats Up, and Farmers Get Cooking
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be sustained? Will slowing demand and stronger supply prospects cool the rally? Michael and Oscar discuss these points and their price outlooks on the podcast.
Sweet, Sweet Speculation: How Funds Are Supporting Sugar
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.
Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and exporters around the globe.
G&O Market Update July 2020
In this G&O market update we cover the main drivers leading price moves across Corn, Soybean and Wheat markets. The weather has begun to show a greater influence on G&O markets in recent weeks as corn and spring wheat crops move through key development stages. At the time of writing, CBOT Corn prices have eased after an initial rally following lower than expected US stocks and planted acreage and misplaced expectations of threatening weather in the Midwest. Meanwhile, CBOT Wheat prices have rallied as Russian winter wheat yields come in lower-than-expected and hot weather in the forecast is putting spring wheat crops at risk. CBOT Soybeans has mostly followed corn in recent weeks but as soybeans begin their key development stages, weather and Chinese export demand will be key.
Coffee Outlook Q2 2020
While the supply side is not without concerns, demand has been dropping due to Covid-19. For now, harvests are going ahead more or less normally in top producer Brazil and also in Colombia. We expect global demand to drop by 0.8% YOY, the first drop in global coffee demand since 1995. The precariousness of demand in certain coffee markets continues to be the focus of attention, particularly in markets where people are used to drinking tea at home and in markets with increasing unemployment but low benefits.