RaboResearch Agri Commodities

By Rabobank RaboResearch Food & AgribusinessBusiness Investing

RaboResearch Agri Commodities episodes

August 20, 2018 Rabobank European Grains Tour | Focus On Ukraine
The 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.

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21 min
August 16, 2018 The WASDE Reveals Big US Yields
Charlie 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.

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12 min
August 14, 2018 Argentina Agribusiness Outlook
In 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.

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11 min
June 04, 2018 Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully
Weather 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.

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13 min
May 29, 2018 A Palm Storm is Brewing
Senior 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.

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6 min
April 30, 2018 Don't Fall Asleep Behind The Risk Management Wheel
Sterling 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/disclaimer
8 min
March 06, 2018 Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets
Heightened 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

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9 min
November 22, 2017 Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices
Graydon 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/disclaimer
11 min
November 22, 2017 Soft Commodities Outlook for 2018—Good Buy, Low Prices
Carlos 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.

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13 min
October 10, 2017 EU Sugar Shake-Up
As 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/disclaimer
9 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.