Rabobank's RaboResearch Food & Agribusiness team has 90 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. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
…
continue reading
Welkom bij de Economiepodcast van RaboResearch, de onderzoeksafdeling van Rabobank. Wij volgen, analyseren en voorspellen onder meer nationale en internationale (macro-)economische, politieke en financiële ontwikkelingen. Daarbij kijken we niet alleen naar de dag van morgen, maar ook naar economische ontwikkelingen op de (middel-)lange termijn. Dit onderzoek resulteert in beschrijvingen en voorspellingen van scenario's voor economische grootheden. We vertalen onze analyses in toegepaste kenn ...
…
continue reading
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/foote ...
…
continue reading
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 – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
…
continue reading
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.
…
continue reading

1
US dairy dynamics and ripple effects on Oceanian dairy sectors
14:29
14:29
Spela senare
Spela senare
Listor
Gilla
Gillad
14:29US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended during his visit to Australia and New Zealand. There is plenty happening in the US dairy industry, with some ripple effects felt here. RaboResearch Disclaimer: Please refer to our Australian RaboResearch…
…
continue reading

1
USDA May WASDE – What is in it, and what does it mean for Australian farmers?
20:05
20:05
Spela senare
Spela senare
Listor
Gilla
Gillad
20:05Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch discl…
…
continue reading

1
Angus talking Angus: Update on the beef market from World Angus Forum's expo
22:04
22:04
Spela senare
Spela senare
Listor
Gilla
Gillad
22:04Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Duncan Whan from Armidale and Ivan Liley from Albury about the state of the cattle market in their regions and the evolution of the Angus breed. RaboResearch Disclaimer: Please refer to our Australian Ra…
…
continue reading

1
Australian farmland price outlook 2025
13:34
13:34
Spela senare
Spela senare
Listor
Gilla
Gillad
13:34Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://…
…
continue reading

1
What tight urea supplies mean for global prices and Australian farmers
12:25
12:25
Spela senare
Spela senare
Listor
Gilla
Gillad
12:25Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea 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.…
…
continue reading

1
Welke kansen bieden vrijkomende koopwoningen van ouderen?
14:00
14:00
Spela senare
Spela senare
Listor
Gilla
Gillad
14:00Door de vergrijzing en het toegenomen eigenwoningbezit zijn er steeds meer oudere huiseigenaren. Welke kansen bieden de koopwoningen die vrijkomen als ouderen overlijden of verhuizen voor woningzoekenden? RaboResearch en het Kadaster zochten dit recent uit in een gezamenlijk onderzoek. In deze aflevering praten Frank Harleman van het Kadaster en Ca…
…
continue reading

1
Easter lamb feast – Australian and New Zealand lamb market update
21:41
21:41
Spela senare
Spela senare
Listor
Gilla
Gillad
21:41Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for 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.r…
…
continue reading

1
Meer lenen voor een koophuis helpt starters niet
14:20
14:20
Spela senare
Spela senare
Listor
Gilla
Gillad
14:20Naast bouwen, zien veel partijen ook heil in het oprekken van de hypotheekregels om starters aan een huis te helpen. Zij ijveren bijvoorbeeld voor hogere hypotheken voor wie nu nog duur huurt. Ook zou de studieschuld minder zwaar of zelfs helemaal niet meer moeten meetellen bij de aanvraag van een hypotheek. Voorstanders wijzen erop dat een hogere …
…
continue reading

1
What will mandatory climate disclosures mean for Australian agriculture?
15:48
15:48
Spela senare
Spela senare
Listor
Gilla
Gillad
15:48Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture. Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and op…
…
continue reading

1
Navigating the new US tariffs: Impacts on Australia's and New Zealand's economies and agriculture
12:44
12:44
Spela senare
Spela senare
Listor
Gilla
Gillad
12:44Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton. RaboResearch Di…
…
continue reading

1
Grain, oilseed, and cotton update – US prospective plantings and geopolitics
16:28
16:28
Spela senare
Spela senare
Listor
Gilla
Gillad
16:28Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at htt…
…
continue reading

1
Australia’s food market is embracing the new normal
15:18
15:18
Spela senare
Spela senare
Listor
Gilla
Gillad
15:18In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our Ne…
…
continue reading

1
Achterhoek op weg naar een duurzame en inclusieve economie
32:53
32:53
Spela senare
Spela senare
Listor
Gilla
Gillad
32:53De Achterhoek heeft de op één na hoogste brede welvaart van Nederland. Toch staat de regio de komende decennia voor uitdagingen, vooral in de transitie van het bedrijfsleven naar een duurzame en inclusieve economie. Naar aanleiding van de publicatie ‘Zeven opgaven voor een meer toekomstbestendige Achterhoek’ gingen Christel Hoeksema en Floris Jan S…
…
continue reading

1
Grain gains: Unlocking Australian export opportunities in Asia
19:14
19:14
Spela senare
Spela senare
Listor
Gilla
Gillad
19:14South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed. RaboResearch…
…
continue reading

1
Global geopolitics, US tariffs, and the impact for Australia and New Zealand
23:10
23:10
Spela senare
Spela senare
Listor
Gilla
Gillad
23:10Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia’s and New Zealand’s food and agricultural sectors. RaboResearch Dis…
…
continue reading

1
De Nederlandse industrie: nog steeds een goede uitgangspositie maar de trend baart zorgen
9:07
9:07
Spela senare
Spela senare
Listor
Gilla
Gillad
9:07De Europese industrie ondervindt een stevig concurrentienadeel van de opgelopen energiekosten. En de lonen stijgen in Nederland in hoog tempo. Is het vijf voor twaalf voor de industrie? In deze aflevering schetsen Kees de Schipper en Stefan Groot de ontwikkeling van haar concurrentiepositie. Gezien de loonkosten per eenheid product is de uitgangspo…
…
continue reading
Michael Harvey is joined by Emma Higgins to unpack her report comparing milk production costs in key regions. Costs have lifted across the board for most key producing regions. China has become more cost-competitive, while Oceania has the lowest costs. The next decade will see more expensive and variable operating costs, making cost control crucial…
…
continue reading

1
Harvesting autumn opportunities in New Zealand
12:48
12:48
Spela senare
Spela senare
Listor
Gilla
Gillad
12:48As we step into the New Zealand autumn with a promising outlook in farmgate pricing, Jen Corkran and Emma Higgins discuss the first agribusiness monthly report of 2025 titled Harvesting autumn opportunities. Hear some valuable insights and opportunities, along with key points to keep an eye on this season. RaboResearch Disclaimer: Please refer to o…
…
continue reading

1
Groeien als sociaal ondernemer: inzichten en uitdagingen
26:12
26:12
Spela senare
Spela senare
Listor
Gilla
Gillad
26:12In deze aflevering duiken Nanouk Grootendorst van de Rabo Foundation, sociaal ondernemer Stefan Baecke van Yespers, en Suzanne Bijkerk van RaboResearch in de wereld van sociaal ondernemerschap. Ze bespreken de unieke uitdagingen en kansen, de ambitieverschillen tussen sociaal ondernemers en ondernemers zonder sociaal doel en hoe je sociale en zakel…
…
continue reading

1
Demand is driving investment in US cheese capacity
17:51
17:51
Spela senare
Spela senare
Listor
Gilla
Gillad
17:51Michael Harvey is joined by Senior Dairy Analyst Lucas Fuess from the US to unpack his report looking at the wave of cheese production capacity coming down the pipeline in the US. The team discuss the who, where, and why driving this investment, and look at what it might mean for Australian and New Zealand dairy sectors. RaboResearch Disclaimer: Pl…
…
continue reading