RaboResearch Food & Agribusiness Asia

Animal protein analysts Chenjun Pan, Nan-Dirk Mulder, and Shiva Mudgil join Justin Sherrard, Global Strategist – Animal Protein, to discuss the outlook for poultry across Asia in 2022. They cover the production outlook for each subregion and the main issues that will allow poultry to expand, as well as those that threaten poultry’s expansion. Overall, it’s going to be a year of mixed fortunes, with opportunities for most poultry supply chain participants, depending on where they sit in the chain and in the subregion. This podcast builds on the Global Animal Protein Outlook 2022.

As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices.

This episode also appears on our sister podcasts RaboResearch F&A Australia and New Zealand and RaboResearch F&A North America

Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy and send prices skyrocketing. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers.

This episode also appears on our sister podcasts RaboResearch F&A Australia & New Zealand and RaboResearch F&A North America

China's population is aging. Households are getting smaller, and women have more purchasing power than ever before. In this episode, Sudip Sinha, Stacie Wan, and Michelle Huang discuss what this could mean for demand for CPG products and how brand manufacturers can position themselves to serve a shifting consumer base in the decades to come.

Martine Jansen, Head of Supply of Project Acorn, joins Oscar Tjakra to discuss Rabobank’s new tech-driven, nature-based solution for carbon sequestration.

Shiva Mudgil joins Oscar Tjakra to discuss the outlook for the Indian poultry, dairy, and animal feed industries in 2021, while also looking at the progress of the Indian monsoon and its impact on domestic grain & oilseed production.

In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia.

This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Australia & New Zealand

Cheryl 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.

Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. How will this trend potentially affect the global grains, oilseeds, and pulses sectors? In this podcast episode, Vito Martielli and Dennis Voznesenski join Oscar Tjakra to discuss the outlook for grains, oilseeds, and pulses as plant-based meat ingredients.

Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Saurabh Bajaj, Asia CEO of Just Asia – Eat Just, shares his views on the current and future developments of alternative protein markets in Asia, what the key drivers are, and how to ensure future success. Saurabh is joined by RaboResearch Asia analysts Oscar Tjakra and Michelle Huang in this podcast episode.