Episoder
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Join RaboResearch analysts Doriana Milenkova and Paul Joules as they discuss the phaseout of free carbon allowances under the EU Emissions Trading System and what it may mean for nitrogen markets going forward.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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RaboResearch Global Strategist Mike Every and General Manager – RaboResearch Australia & New Zealand Stefan Vogel discuss the expected impacts of a Trump presidency on global geopolitics, the wars in Ukraine and Israel, energy prices, and trade out of New Zealand and Australia to China.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Mangler du episoder?
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Join RaboResearch analysts Vitor Pistoia and Pia Piggott as they discuss what is going on with grains and oilseeds around the globe.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors that could influence grain and oilseed prices in the coming months.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Following the announcement of a Chinese stimulus package, Australia’s wool market lifted. Is this a permanent change in direction or a flash in the pan? Angus Gidley-Baird speaks with Paul Joules about this and other things in the Australian wool market.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, making bulk shipments more competitive. Tune in to hear all about it!
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Angus Gidley-Baird chats with New Zealand-based Senior Animal Protein Analyst Jen Corkran about her recently released RaboResearch report, titled Watering the green shoots in New Zealand sheepmeat, and what New Zealand may be able to do in the coming years to improve the consistency of earnings along the supply chain.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Bruno Fonseca and Paul Joules discuss the key findings from our recently released Semiannual fertiliser outlook. So far, 2024 has been mixed in terms of fertiliser prices, with nitrogen and phosphate prices still trading above their historical averages, while potash prices are comparatively more affordable. But what's next for prices? Join us as we discuss our six-month outlook.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Michael Harvey and Angus Gidley-Baird discuss how the live dairy export sector is at a critical juncture with bearish farm sector fundamentals in China, an irreplaceable market, pointing to slower trade for the foreseeable future.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Horticulture Analyst Pia Piggott joins Senior Dairy Analyst Michael Harvey to discuss the latest Australian tree nut outlook, cracking into the opportunities and risks in almonds and macadamias.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Canada Roxane Lieverse as they discuss the highly successful Canadian Grains Knowledge tour they recently completed in July. Listen as they discuss tour insights, learnings, Canadian seasonal conditions, and global grain demand and supply fundamentals.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Following the release of the much anticipated June quarter CPI data for Australia, Pia Piggott and Michael Harvey sat down to have a close look at what is happening in the food basket. Is there relief for consumers, or is sticker shock a real possibility?
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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US domestically produced lean trim prices have reached record levels. What impact is that having on Australian and New Zealand cattle prices? Angus Gidley-Baird chats with Jen Corkran about the lean trim market and what impact it is having on domestic cattle prices.
RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
- Se mer
