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RaboResearch Food & Agribusiness North America

Rabobank

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Followers
12
Plays
RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North America

Rabobank

0
Followers
12
Plays
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About Us

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.

Latest Episodes

Dairy Industry Recovery and 2020 Second Half Projections

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.

23 MIN5 d ago
Comments
Dairy Industry Recovery and 2020 Second Half Projections

Covid-19 Changes the Horticulture Labor & Workplace Landscape

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

21 MIN3 w ago
Comments
Covid-19 Changes the Horticulture Labor & Workplace Landscape

Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.

21 MIN3 w ago
Comments
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

Row Crop Review

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

28 MINJUN 5
Comments
Row Crop Review

Cotton Planting Amid Covid-19: Lessons from the US

In this episode from the RaboResearch Australia/New Zealandpodcastchannel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

21 MINMAY 22
Comments
Cotton Planting Amid Covid-19: Lessons from the US

Rice and Sugar: Staples Riding Out the Coronavirus Storm?

Two crops—linked by geography—are weathering the Covid-19 storm,according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.

22 MINMAY 12
Comments
Rice and Sugar: Staples Riding Out the Coronavirus Storm?

Grains & Oilseeds in a Coronavirus World

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

34 MINMAY 6
Comments
Grains & Oilseeds in a Coronavirus World

Covid-19 and the US Beef Market

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

22 MINMAY 4
Comments
Covid-19 and the US Beef Market

Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealandpodcastseries, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

23 MINAPR 27
Comments
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

Grain Production Profitability in a Low-Margin Outlook

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.

21 MINAPR 1
Comments
Grain Production Profitability in a Low-Margin Outlook

Latest Episodes

Dairy Industry Recovery and 2020 Second Half Projections

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.

23 MIN5 d ago
Comments
Dairy Industry Recovery and 2020 Second Half Projections

Covid-19 Changes the Horticulture Labor & Workplace Landscape

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

21 MIN3 w ago
Comments
Covid-19 Changes the Horticulture Labor & Workplace Landscape

Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.

21 MIN3 w ago
Comments
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

Row Crop Review

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

28 MINJUN 5
Comments
Row Crop Review

Cotton Planting Amid Covid-19: Lessons from the US

In this episode from the RaboResearch Australia/New Zealandpodcastchannel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

21 MINMAY 22
Comments
Cotton Planting Amid Covid-19: Lessons from the US

Rice and Sugar: Staples Riding Out the Coronavirus Storm?

Two crops—linked by geography—are weathering the Covid-19 storm,according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.

22 MINMAY 12
Comments
Rice and Sugar: Staples Riding Out the Coronavirus Storm?

Grains & Oilseeds in a Coronavirus World

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

34 MINMAY 6
Comments
Grains & Oilseeds in a Coronavirus World

Covid-19 and the US Beef Market

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

22 MINMAY 4
Comments
Covid-19 and the US Beef Market

Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealandpodcastseries, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

23 MINAPR 27
Comments
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

Grain Production Profitability in a Low-Margin Outlook

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.

21 MINAPR 1
Comments
Grain Production Profitability in a Low-Margin Outlook
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