Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue?

This episode also appears on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand

Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.

China 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.

This episode also appears on our sister channel RaboResearch Agri Commodities

With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.

African swine fever has spread rapidly across Southeast Asia this year, and supply disruptions are impacting pork prices and consumption. As a consequence, the region is struggling to cope with pork shortages. Both Vietnam and the Philippines have seen this impact and will likely see more herd losses next year. We think this will affect long-term investments and trade, not just for pork but for all kinds of meat.

The serious supply shortage across China remains unchanged, as ASF hits some regions of the country again. China's pork production in 2020 is expected to go down further, impacting the rest of the world in terms of trade volume and prices

Presently, certified sustainable palm oil remains in oversupply. Less than half of RSPO certified palm oils produced in 2018 were sold as certified palm oil, while remaining volumes were sold as conventional palm oil. Oscar Tjakra joins Lief Chiang to chat about potential markets for increasing certified sustainable palm oil demand.

The importance of food delivery in China’s QSR industry is growing, and the impact of this is felt by consumers, merchants and other parties involved. In this episode, Ekrem Ozer, CEO of Burger King China, shares his view on the food delivery industry with RaboResearch Asia Consumer Food Analyst, Michelle Huang.

The monsoon in India traditionally covers nearly two-thirds of India by mid-June. This year, however, it was delayed by 15 days. This led to a delay in the sowing of kharif crop in many areas and to crops facing moisture stress due to the lack of rainfall. Shiva Mudgil joins Oscar Tjakra to talk about the progress of India’s 2019 monsoon and how it impacts soybeans crops and the dairy industry in India.

Retail is going through a transformation, with the desire for convenience changing where and how consumers shop. E-commerce is becoming more important to retail and the impact of disruptors is being felt not only in China but across Southeast Asia. In this podcast, RaboResearch Asia consumer food analysts Michelle Huang and Umesh Madhavan discuss ongoing retail disruptions in the region and its implications for food producers.