RaboResearch Agri Commodities

By Rabobank RaboResearch Food & AgribusinessBusiness Investing

RaboResearch Agri Commodities episodes

April 08, 2021 You Reap What You Sow
The 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.

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16 min
March 25, 2021 The 2021 Outlook for China's, India's, and Southeast Asia's Edible Oils
Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.

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19 min
March 23, 2021 ICE #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

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12 min
March 22, 2021 Speculation in Commodities to Continue
Ryan 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.

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The content of this podcast is for information purposes only. Review our disclaimer here.
8 min
December 03, 2020 Softs | Agri Commodities Outlook 2021: Bull Waves Don't Break
The 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
11 min
December 03, 2020 G&O | Agri Commodities Outlook 2021: Bull Waves Don't Break
The 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.
12 min
October 26, 2020 Halloween Special: Scary Wheat Prices, Ghostly Chocolate Prices, and Spooky Sugar Prices
The prospect of children coughing at your door may be scary enough at the moment, but there is also a lot of fear in agri commodity markets. In this special edition podcast, we explore some of the worst-case scenarios that could lead to higher prices for wheat, cocoa, and sugar markets. This Halloween may not see many treats, but there could be plenty of tricks.

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The content of this podcast is for information purposes only. Review our disclaimer here.
13 min
September 25, 2020 Oil Heats Up, and Farmers Get Cooking
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank's Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be sustained? Will slowing demand and stronger supply prospects cool the rally? Michael and Oscar discuss these points and their price outlooks on the podcast.

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.
15 min
September 10, 2020 Sweet, Sweet Speculation: How Funds Are Supporting Sugar
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with the fundamental outlook – is set to drive the sugar price.

Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
16 min
September 03, 2020 Opportunity Awaits the 'Bolled' and Brave – A Ten-Year Outlook for Cotton
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and exporters around the globe.

Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
15 min

About RaboResearch Agri Commodities

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RaboResearch agri commodity analysts break down the key developments shaping global agricultural commodity markets, helping you understand what matters most for prices, risk management, and decision-making.