Shows
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – AsiaIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Hong Kong-based Head of RaboResearch – Asia Dirk Jan Kennes the key trends through 2030 in this major destination market for Australian and New Zealand products. 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...2025-01-2721 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – Europe and AfricaIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Netherlands-based Head of RaboResearch – Europe and Africa Cindy Koolhout key trends through 2030 in an important destination market for Australian and New Zealand. 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/foote...2025-01-2322 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – South AmericaIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Brazil-based Head of RaboResearch – South America Andy Duff the key trends through 2030 in a region that is an important exporter and competitor. 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...2025-01-2126 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – North AmericaIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with US-based Head of RaboResearch – North America Roland Fumasi the key trends through 2030 in this major competitor and destination market for Australian and New Zealand products. 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://resear...2025-01-1920 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – DairyIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key dairy industry trends through 2030 with US-based Global Sector Strategist – Dairy Mary Ledman. 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 lim...2024-12-2925 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – HorticultureIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the horticulture industry through 2030 with Netherlands-based Global Sector Strategist – Fresh Produce Cindy van Rijswick. 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 fo...2024-12-2619 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – Packaging and logisticsIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses industry trends impacting logistics and packaging through 2030 with Netherlands-based Global Sector Strategist, Packaging and Supply Chains, Cyrille Filott. 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/di...2024-12-2217 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agriculture supply chain – BeveragesIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the wine and beer industry through 2030 with US-based Global Sector Strategist – Beverages Steve Rannekleiv. 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...2024-12-1826 min
RaboResearch Food & Agribusiness Australia/NZFrom fork to farm along the global food and agri supply chain – Consumer foodsIn this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses consumer and food industry trends through 2030 with Netherlands-based Global Sector Strategist – Consumer Foods Cyrille Filott. 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...2024-12-1625 min
RaboResearch Agri CommoditiesEspresso economics: The coffee rally explainedThe second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have increased 109% over the last twelve months. Meanwhile, robusta prices, which have been elevated since the Houthi-induced Red Sea disruptions last December, have risen 92% in the last year and an astronomical 237% over the last five years. Join Carlos Mera and Oran van Dort as they discuss the supply and demand fundamentals behind the recent price surge. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272...2024-12-0917 min
RaboResearch Food & Agribusiness Australia/NZHow will a Trump presidency impact geopolitics and Oceania trade?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...2024-11-2024 min
Food & Agri Nederland‘True value’: Wat is het en welke rol speelt dit begrip in de Rabobank-visie?In haar visie op de agrofoodsector in 2040 voorziet Rabobank een gezonde toekomst voor de Nederlandse agrofoodsector als voedselproductie en behoud van natuur en milieu in balans zijn. Om dit te realiseren, ziet Rabobank graag dat Nederland beweegt naar een scenario waar ‘true value’ de norm is. Maar hoe dan? Alex Datema, directeur Food & Agri Nederland en Harry Smit, senior analist bij RaboResearch Food & Agribusiness gaan in op vragen van Sandra Verdegaal.2024-04-0222 min
RaboResearch Agri CommoditiesThe cocoa rally explained The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then, prices have moved 20% higher! In this podcast, we discuss the factors contributing to this unprecedented price rally. In our view, recent price action is fundamentally driven by systemic production issues in West Africa that have led to an enormous supply deficit, the third in a row. Current market dynamics are incomparable to prior seasons, thus creating enormous...2024-03-0114 min
RaboResearch Agri CommoditiesJanuary 2024 WASDE: Disciplined consumers are rewardedLast Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplies) of higher-than-expected production and weaker demand. Consumers who have been disciplined are now being rewarded in terms of lower global G&O prices. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2024-01-1618 min
RaboResearch Agri CommoditiesGrain & oilseed markets move southJoin Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harvests are set to outpace demand and pad stockpiles, encouraging funds to take on heavy short positions. The risk premium is now largely in soybeans and South America, where more conducive weather (Brazil) and politics (Argentina) promise to deliver large supplies in 2024 and beyond. Please read our disclaimer here: https://www.rabobank...2023-11-2916 minRaboResearch Agri CommoditiesBulls feed on old grainThe October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both global production and trade trimmed. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2023-10-1612 min
RaboResearch Agri CommoditiesSofts Rally HardSince the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2023-06-3011 min
RaboResearch Agri CommoditiesApril WASDE: USDA Cuts Argentine YieldsWith minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide the first estimates of the 2023/24 season. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2023-04-1307 min
RaboResearch Agri CommoditiesOutlook 2023: Tightening the BeltJoin Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricultural bull market. It could very well be the last. Rabobank expects broad-based price relief in 2023 as weak consumer demand and more normal weather combine to revive supplies. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2022-12-0613 min
RaboResearch Agri CommoditiesOctober 2022 WASDE: USDA ScissorhandsOn the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand. Please read our disclaimer here: https://www...2022-10-1310 min
RaboResearch Agri CommoditiesSeptember WASDE: USDA’s Struggle SessionIn the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and corn) yields and reducing demand to avoid outright scarcity. A supply-side crisis will give corn and soybean bulls a strong foothold to climb higher – with Brazil as the primary near-term defense against desperate scarcity. Please read our disclaimer here: https://www.rabobank.com/knowledg...2022-09-1617 min
RaboResearch Agri CommoditiesMomentumOn the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a supply standpoint, heavy heat across the US and Europe poses a significant risk to feed grain and oilseed production. For wheat, recent production improvements among exporters are slightly bearish; the USDA’s estimate of an 88m mt Russian crop (+6.5m mt MOM) in particular implies a low-cost producer can deliver near-term relief to the market, tho...2022-08-1614 min
RaboResearch Agri CommoditiesFunds in the SunHead of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies. From a supply standpoint, however, fundamentals are strong. Reserves for next year are set to remain well below historical averages, and heat is a major concern for developing northern hemisphere crops. Furthermore, long-repressed consumer demand is showing signs of renewed appetite on the price break. ...2022-07-1517 minRaboResearch Agri CommoditiesHigh G&O Prices Will Shrink China's Imports and DemandJoin Rabobank’s Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for China's feed demand. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2022-02-2816 min
RaboResearch Agri CommoditiesThe Ukraine Metacrisis and Its Impact on Agri Commodity MarketsRussia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the inelasticity of demand, wheat prices in particular could double, as Turkey, the Middle East, and northern Africa struggle to source wheat from elsewhere. Please read more about the Ukraine Metacrisis and visit our F&A research website for more information. Please read our disclaimer here: http...2022-02-0115 min
RaboResearch Agri CommoditiesAgri Commodities Outlook 2022, Part 2: SoftsSoft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-12-2111 min
RaboResearch Agri CommoditiesAgri Commodities Outlook 2022, Part 1: Grains & OilseedsJoin ACMR’s Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs and post-Covid demand threaten to keep supplies on the ropes and prices well supported. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-12-2015 min
RaboResearch Agri CommoditiesHalloween Special: More Tricks Than TreatsJoin Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might send you running for the candy aisles. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-10-2611 min
RaboResearch Agri CommoditiesSeptember 2021 WASDE: Consumers Come in From the ColdLast Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT counterintuitively rallied in response as it became clear that increased G&O availability would be gobbled up by sidelined consumers. Join Rabobank’s Michael Magdovitz and Andrew Rawlings as they deconstruct the latest WASDE report. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-09-1412 min
RaboResearch Agri CommoditiesEU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola?The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently, canola demand? Our G&O analyst in Australia, Dennis Voznesenski, chats with Rabobank’s Global Strategist for Grains & Oilseeds, Stefan Vogel. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-08-1825 min
RaboResearch Agri CommoditiesAny Catches for Aussie Cotton?The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton Analyst Andrew Rawlings joins Cheryl Kalisch Gordon of RaboResearch Australia to discuss the global market outlook and local Australian conditions. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-08-0223 min
RaboResearch Agri CommoditiesHeavy Rains Batter Europe as Harvest Gets SeriousFirst, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal? Dennis Voznesenski, Agricultural Analyst in Australia, is joined by Stefan Vogel, Global Strategist for Grains & Oilseeds based in Europe, to delve into the details. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-07-2619 min
RaboResearch Agri CommoditiesAcreage Gains Prove Hard to MakeIn the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. Expectations for acreage gains were high given higher prices during plantings this season, but mixed weather across the US and stiff competition for acres between crops meant those gains were hard to achieve, especially in corn and soybeans. US June grain stocks also declined to a six-year low. With tighter stocks and lower-than-expected aggregate acreage for corn and soybeans, the pressure is on for good yields and good weather this seas...2021-07-0113 min
RaboResearch Agri CommoditiesExport Tax Gains for Australian Croppers and Russian ShoppersIn a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-06-0813 min
RaboResearch Agri CommoditiesThe Canola Files, Part 3: Golden Prices Flatten China’s DemandCheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-05-2523 min
RaboResearch Agri CommoditiesFX and Inflation to Affect Agri Commodity PricesThe rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. While the US dollar has an obvious link to commodity prices, the inflationary concerns are attracting more funds to commodities as they look for an inflation hedge. Jane Foley, head of FX strategy, joins Carlos Mera, head of Agri Commodity Markets Research, to discuss what's next for FX, inflation, and the economic recovery. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-05-1215 min
RaboResearch Agri CommoditiesBears Come In From the ColdIn the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oilseed price dynamics entering the critical weather market. Soy and corn have breached USD 15 and USD 6 per bushel, respectively, amid adverse weather that has left bears coming in from the cold. Join Stefan and Michael as they comprehensively address acreage, yield, stocks, and industry prospects for the year ahead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-04-2617 min
RaboResearch Agri CommoditiesUkraine-Russia Crisis: Implications for Grains MarketsOver the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense ministry has announced plans for blocking the Kerch Strait, a passageway connecting the Black Sea and Sea of Azov, for foreign war ships and other state ships. What does this mean, and what are the possible implications if escalation continues? Dennis Voznesenski, Grains & Oilseeds analyst, and Michael Every, Global Strategist for Economics and Markets, delve into the details. Please read our disclaimer here: https...2021-04-2014 min
RaboResearch Agri CommoditiesApril WASDE: Market in the MiddleThe April WASDE was destined to be overshadowed by its two explosive siblings – the March Prospective plantings and the new crop May WASDE. Nevertheless, the April WASDE contained important changes at the margins that help set the stage for broad upside price risks to corn, soy, wheat and cotton moving into the US weather market. Join the ACMR team as they discuss the WASDE report and price prospects for products in the months ahead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-04-1311 min
RaboResearch Agri CommoditiesYou Reap What You SowThe USDA’s Prospective Plantings report came in far below expectations on corn and soy and heaped pressure on yields, whose weak performance would exacerbate seven-year high scarcity. CBOT G&O bears' expectations for an imminent G&O resupply have likely been dashed. Instead, consumers face growing trepidation ahead of an historic weather market and potential for scarcity to extend well into next year. Join ACMR’s Michael Magdovitz and Andrew Rawlings as they discuss the explosive report and the CBOT price risk factors for the coming months. Please read our disclaimer here: https://www.rabobank.com/know...2021-04-0815 min
RaboResearch Agri CommoditiesThe 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible OilsLief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2021-03-2518 min
RaboResearch Agri CommoditiesICE #2 Cotton: On a Tear or Torn Apart?After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead. This episode also appears on our sister podcast RaboResearch Food & Agribusiness: Australia & New Zealand Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disc...2021-03-2311 min
RaboResearch Agri CommoditiesSpeculation in Commodities to ContinueRyan Fitzmaurice, senior commodity strategist, joins Carlos Mera, head of agri commodities market research, to discuss speculation in commodities markets. Funds have reached some extreme positions in both energy and agriculture, and Rabobank analysts do not expect this to stop, as persistently low interest rates and inflation concerns continue to lead funds to invest more into commodities. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer The content of this podcast is for information purposes only. Review our disclaimer here.2021-03-2207 min
RaboResearch Agri CommoditiesSofts | Agri Commodities Outlook 2021: Bull Waves Don’t BreakThe 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19’s economic and social consequences. This is particularly true for grains and oilseeds. The engines driving this rally are expected to continue into 2021: weather, speculators, and good import demand. However, when it comes to softs, we see prices still suffering from good production and precarious demand. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-12-0310 min
RaboResearch Agri CommoditiesG&O | Agri Commodities Outlook 2021: Bull Waves Don’t BreakThe 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19’s economic and social consequences. This is particularly true for grains and oilseeds. The engines driving this rally are expected to continue into 2021: weather, speculators, and good import demand. However, when it comes to softs, we see prices still suffering from good production and precarious demand. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer The content of this podcast is for information purposes only. Review our disclaimer here.2020-12-0311 min
RaboResearch Agri CommoditiesHalloween Special: Scary Wheat Prices, Ghostly Chocolate Prices, and Spooky Sugar PricesThe 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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer The content of this podcast is for information purposes only. Review our disclaimer here.2020-10-2612 min
RaboResearch Agri CommoditiesOil Heats Up, and Farmers Get CookingVegetable 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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer The content of this podcast is for information purposes only. Review our di...2020-09-2514 min
RaboResearch Agri CommoditiesSweet, Sweet Speculation: How Funds Are Supporting SugarCarlos 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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-09-1016 min
RaboResearch Agri CommoditiesOpportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for CottonCharlie 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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-09-0414 min
RaboResearch Agri CommoditiesG&O Market Update July 2020In 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...2020-07-1620 min
RaboResearch Agri CommoditiesCoffee Outlook Q2 2020While 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. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-06-0812 min
RaboResearch Agri CommoditiesMay 2020 G&O Market UpdateBrent Crude recovered over 30% so far in May, pushing vegetable oil prices higher. Soy and corn remained subdued in the midst of an abundance of US stocks, good weather, and rapidly progressing US plantings. In particular for soybeans, the pace of Brazilian shipments continues to surprise, with the volumes of US soybeans bought by China a little lackluster in the middle of the worsening rhetoric. The rather positive USDA expectations for US 2020/21 soybean exports will require a strong commitment from China, but reading the Twitter feed offers no assurances about this. Good European and Black Sea weather in the...2020-06-0415 min
RaboResearch Agri CommoditiesCBOT Springs a Leak – Agri Commodity Markets Monthly April 2020April witnessed unprecedented weakness in the energy sector and in emerging market currencies. Agri commodities markets were infected by these factors and continued their downward trend. Meanwhile, the threat of supply chains disruptions largely eased, as agricultural activities avoided major port and border closures, and the price risks shifted to demand destruction. Looking ahead, the spring plantings in the US are proceeding well but have the potential to bring volatility. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-04-3014 min
RaboResearch Agri CommoditiesHavoc in the Hamper, Hell in the HandbasketJoin the ACMR team as they discuss the wild ag commodity price swings amid market concerns for demand destruction and supply chain stability. For energy-related products like sugar, soy oil, palm oil, and corn, the energy price declines – resulting from Covid-19 and the internecine OPEC price war – are expected to cause substantial demand destruction for biodiesel and ethanol. For vital food and feed products like wheat, coffee, and soymeal, stockpiling and supply chain concerns are driving unusual strong backwardation. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-03-2617 min
RaboResearch Agri CommoditiesSlow Recovery: Coronavirus Will Extend the Feed-Demand HangoverChina G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragile Chinese and global feed demand. Lief and Michael then consider the implications of coronavirus on China’s 'phase-one' trade deal compliance, US summer plantings, and CBOT Corn and Soybean prices through 2020. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-03-0215 min
RaboResearch Agri CommoditiesWhat Brexit Could Mean for Global SugarBrexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world’s major sugar exporters. This podcast episode also appears on our sister podcast RaboResearch F&A Australia/New Zealand Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-03-0215 min
RaboResearch Agri CommoditiesIs Sugar's Sweet Start to 2020 Here to Stay?Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos Mera joins Charlie Clack to outline the reasons, risks, and outlook for the year ahead. This episode also appears on our RaboResearch F&A Australia & New Zealand sister podcast Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer 2020-02-1016 min
RaboResearch Agri CommoditiesUS-China: Phase OneWhat does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team. This episode originally appeared on our RaboResearch F&A North America sister podcast Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2020-02-0514 min
RaboResearch Agri CommoditiesCoffee Rally Keeps Traders Awake and Farmers HappyArabica coffee prices rallied 40% in the last two months on the back of a frantic speculative rally. This is in sharp contrast to the low-price trend seen over the last two years, in which coffee prices traded below cost of production. Commodity analysts Carlos Mera and Andrew Rawlings discuss the reasons for the rally and where it may lead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-12-1910 min
RaboResearch Agri CommoditiesHot Oil: Vegetable Oil Prices Rise to the TopThe vegetable oil complex has enjoyed strong price increases in 2019. In this ACMR podcast episode, grain & oilseed analysts Oscar Tjakra and Michael Magdovitz review vegetable oil market fundamentals and price catalysts for CBOT Soy Oil, MDE Palm Oil, and Matif Rapeseed. Listen in as Oscar and Michael share Rabobank’s price outlook for vegetable oils in 2020. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-12-1712 min
RaboResearch Agri CommoditiesUpsides in a Burdened Global Grain MarketRabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest. This episode also appeared on our sister podcast RaboResearch Food & Agribusiness Australia/New Zealand Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-11-0625 min
RaboResearch Agri CommoditiesSugar: Volatility AheadIn this joint Rabobank ACMR & FAR Australia podcast, South-East Asia Sugar expert Charles Clack joins ACMR senior analyst Carlos Mera to discuss the outlook for sugar prices. While the current glut in the market is manifested in heavy deliveries of both raws and whites, the market is turning towards a global deficit in 2019/20. The drop in estimates for the 2019/20 crops in Thailand, India and the EU stands in sharp contrast to the record net short position held on London #5 (whites) futures contracts, which will likely lead to higher volatility ahead. Please read our disclaimer here: https://www...2019-08-2316 min
RaboResearch Agri CommoditiesOops!... WASDE Did It Again!Two months after publishing a planting intentions report that was viewed as overstating US Corn acreage, the USDA completed a second survey that confirmed its initial findings, increased yields, and left the market shocked and deflated. Join Rabobank’s Agri Commodities Markets Research Team as they discuss the latest WASDE report results, and their wider significance across grain & oilseeds markets for the year ahead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-08-1410 min
RaboResearch Agri CommoditiesThe Impact of ASF on Chinese Feed DemandIn this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, African Swine Fever-related culling of up to 50% of China’s hog herd, with further downside possible, will reduce soybean imports and meal usage year-on-year. Reductions will be muted and short-lived, however, relative to hog and feed usage losses, thanks to a combination of higher feed inclusion rates of low-cost (relative to alternative meals) soymeal, increased demand from poultry and aquaculture, and others. By 2020, Lief expects soybean imports to resu...2019-08-0110 min
RaboResearch Agri CommoditiesUS Weather Gets Rough – The USDA Gets ToughA month of persistent rain across the Midwest kept corn farmers out of the fields and forced the USDA to do an about-face on their heavy 2019/20 balance sheet projections, cutting carry-out by 810m bu, the largest monthly decline in 30 years. With wet weather in the forecast, additional production downgrades are possible – for corn and soybeans. In this week’s ACMR podcast episode, G&O analyst Michael Magdovitz talks to ACMR head and G&O global strategist Stefan Vogel about the June WASDE changes, along with the risks ahead for corn, soybeans, and wheat. Join Michael and Stefan as they eval...2019-06-1413 min
RaboResearch Agri CommoditiesHeavy US Rains, Buoyant PricesJoin Stefan Vogel, head of ACMR and global G&O strategist, as he comments on the excessive rainfall across the US, which caused an impressive price rally of over 20% in CBOT Corn and Wheat. While rains delays US corn plantings and will likely result in an unprecedented record number of unplanted acres, US wheat quality is at risk. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-05-3113 min
RaboResearch Agri CommoditiesThe Impact of the IMO 2020 Regulation on the Grains & Oilseeds IndustryOn 1 January 2020, the International Maritime Organisation (IMO) will implement a 0.5% global sulphur cap for marine fuels. With less than a year to go, there are still uncertainties about the global availability of low sulphur marine fuels needed to fulfil this regulation. This regulation is implemented for the marine industry but also impacts the grains and oilseed industry. Oscar Tjakra joins Charlie Clack to chat about the impact of the regulation on the grains and oilseeds value chain and what industry participants can do about it. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-05-1717 min
RaboResearch Agri CommoditiesThe Rise of Brazilian Cotton: A Good Yarn?Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry there... and what this could mean for Australia going forward. This episode appeared earlier on our Australia/New Zealand sister channel Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-05-0916 min
RaboResearch Agri CommoditiesTrade Optimism Shaken by US Tariff EscalationFrom early November until last week, CBOT markets enjoyed a US-China trade war hiatus as China initiated goodwill purchases of US agricultural goods, the US withheld tariff hikes, and both sides sought a negotiated settlement. ACMR analyst Michael Magdovitz and G&O analyst Lief Chiang discuss how that calm was shattered by Sunday's statement from President Trump to raise tariffs on Chinese goods. Join Michael and Lief to hear about the near-term impacts and price risks from this latest trade war escalation. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-05-0711 min
RaboResearch Agri CommoditiesWhat Lies Ahead in 2019/20 for Grains & Oilseeds?ACMR Head and G&O Sector Strategist Stefan Vogel joins ACMR Analyst Michael Magdovitz to discuss the recent price breaks in wheat, corn, and soybeans, along with some thoughts ahead of the USDA’s first 2019/20 WASDE in early May. Stefan and Michael discuss bearish G&O catalysts, including fierce export competition, the African swine fever epidemic, generally positive global crop conditions, and a record non-commercial net short. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-04-3013 min
RaboResearch Agri CommoditiesCoffee Wars: Brazil Is WinningArabica coffee prices are at 13-year lows. At only USc 90/lb, arabica prices are now below cost of production in virtually all arabica-producing countries aside from Brazil – and over 10m coffee farmers will be working themselves into poverty. Senior Commodity Analyst Carlos Mera talks about his supply/demand expectations, the fundamental risks surrounding the coffee market, and what can be done to alleviate the situation. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-04-1814 min
RaboResearch Agri CommoditiesTrade War Special: China’s 55 Billion Dollar F&A Wish ListIn the latest episode of the ACMR podcast, China G&O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&A shopping list under a trade deal. Amid reports that China has offered to more than double its pre-trade-war purchases to 55bn USD, Lief runs through the products besides soybeans that would strategically benefit China, including corn ethanol to achieve the E10 mandate, pork, beef, seafood, and spring wheat. He also discusses the time span for reaching those purchase levels. The podcast concludes with Michael's view on whether the US could supply an additional 30bn...2019-03-0111 min
RaboResearch Agri CommoditiesWASDE: Counting Stocks Amid Trade TalksJoin Stefan Vogel (ACMR Head and G&O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the latest WASDE, US stocks, and winter plantings reports. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-02-1210 min
RaboResearch Agri CommoditiesJanuary 2019: Grains and Oilseeds - Smooth Ride, but Flying BlindGeopolitics and weather risk upside are driving G&O prices higher, after a relatively steady month in January. Michael Magdovitz and Charlie Clack discuss navigating these markets amid the US government shutdown and unpredictable Brazilian weather. The major question is whether Chinese guarantees can facilitate a deal before March 1st trade tariff deadline—Rabobank sees short-term upside, but for how long? Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-02-0123 min
RaboResearch Agri CommoditiesJanuary 2019: Smooth Ride, but Flying Blind – Softs marketsSo far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2019-01-3017 min
RaboResearch Agri CommoditiesThe G20 Trade War TruceDuring the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank’s F&A China industry analyst Lief Chiang joins ACMR G&O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices. Please rea...2018-12-0714 min
RaboResearch Agri CommoditiesSoft Commodities Outlook for 2019: Trade War Turbulence, With Softs LandingCarlos 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/disclaimer2018-11-2319 min
RaboResearch Agri CommoditiesGrains & Oilseeds Outlook for 2019: Trade War Turbulence, With Softs LandingMichael Magdovitz and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2019, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Trade wars, acreage shifts and major weather risks and just a few of the topics which come into the spotlight. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-11-2216 min
RaboResearch Agri CommoditiesWill the World Buy Big US Supplies?Weakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declining balance sheets and ongoing trade discussions. Michael Magdovitz and Charles Clack talk the latest price & fundamental outlooks for wheat, corn, soybeans, sugar and coffee. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-08-3117 min
RaboResearch Agri CommoditiesRabobank European Grains Tour | Focus On UkraineThe Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-08-2020 min
RaboResearch Food & Agribusiness North AmericaRabobank European Grains Tour | Focus On UkraineThe Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. This episode originally appeared on our Australian/New Zealand RaboResearch F&A channel.2018-08-1621 min
RaboResearch Agri CommoditiesThe WASDE Reveals Big US YieldsCharlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this means for global G&O markets and what is in store for the future. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-08-1611 min
RaboResearch Agri CommoditiesArgentina Agribusiness OutlookIn a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-08-1410 min
RaboResearch Agri CommoditiesAgri Commodities Monthly May 2018: Tread (the Volatility) CarefullyWeather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-06-0412 min
RaboResearch Agri CommoditiesA Palm Storm is BrewingSenior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-05-2905 min
RaboResearch Agri CommoditiesDon’t Fall Asleep Behind The Risk Management WheelSterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel RaboResearch Food & Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-04-3007 minRaboResearch Agri CommoditiesAgri Commodities Monthly February 2018: Renewed Appetite for Ag MarketsHeightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. View the full report here Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2018-03-0608 min
RaboResearch Agri CommoditiesGrains & Oilseeds Outlook for 2018: Good Buy, Low PricesGraydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-11-2210 min
RaboResearch Agri CommoditiesSoft Commodities Outlook for 2018—Good Buy, Low PricesCarlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-11-2212 min
RaboResearch Agri CommoditiesEU Sugar Shake-UpAs of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-10-1008 min
RaboResearch Agri CommoditiesAgri Commodities Monthly September 2017: Watching, Waiting, Yield DebatingThe S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-10-0406 min
RaboResearch Agri CommoditiesAgri Commodities Monthly August 2017: Uphill Struggles AheadAgri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-08-2505 min
RaboResearch Agri CommoditiesAgri Commodities Monthly July 2017: Weather Volatility AheadAgri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well supported by a 4.9% appreciation of the Brazilian real during the period, but the wheat rally came to a halt. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-07-2604 min
RaboResearch Agri CommoditiesAgri Commodities Markets Review, June 2017Rabobank has just released its Agri Commodities Markets Report for June 2017. In this podcast we highlight a few of the report's commodities. This month: Corn, soybeans and sugar. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-06-2304 min
RaboResearch Agri CommoditiesMid-June Wheat Market UpdateRabobank takes a look at spring wheat prices in the US. These have increased substantially over the last four weeks, reaching a one-year high due to crop concerns after hot and dry weather hit key production areas in the Northern Plains. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-06-1409 min
RaboResearch Agri CommoditiesAgri Commodities Markets Review, May 2017In this episode, Global Strategist Stefan Vogel discusses the highlights of the Agri Commodity Markets Research (ACMR) monthly report of May 2017, available on the RaboResearch Food & Agribusiness website. The S&P Agri Index remained unchanged so far in May, with the US Dollar Index down 2%. Startling political developments in Brazil caused a 3% depreciation in the Brazilian real and a 5% depreciation in the Argentine peso—but the influence on commodity prices has been limited. With the monsoon arriving in Asia and El Niño still a possibility, we expect more weather volatility around the corner. Please read...2017-05-2607 min
RaboResearch Agri CommoditiesComing off a Sugar High: What's Next for Growers?After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-05-2422 min
RaboResearch Agri CommoditiesThe Olive Oil Boom: Short Supply Leads to Premium PricesGlobal olive oil prices are rising sharply as a result of supply issues in Europe and the Mediterranean region. Grains & Oilseeds analyst Vito Martielli signals the latest developments in key producing countries, while also taking a look at global demand, along with asking just what differentiates traditional and new consumer markets. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-05-1906 min
RaboResearch Agri CommoditiesGlobal Grain & Oilseed Markets — Near-Term Outlook, 17 May 2017Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offering its take on what the core drivers for these markets will be in the coming weeks and months. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-05-1711 min
RaboResearch Agri CommoditiesSouth-East Asia Palm Oil Outlook 2017In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential risks for the industry in the near- to mid-term. The podcast also runs through the conclusions of Rabobank’s benchmarking exercise for listed palm oil companies in Indonesia, Malaysia and Singapore. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer2017-05-1209 min