RaboResearch Food & Agribusiness Australia/NZ

In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore sharp regional contrasts, record canola production, firmer grain prices, and the rising input costs that continue to squeeze grower margins. They also discuss the outlook for wheat, barley, canola, and pulses and how global trade disruptions and uneven seasonal conditions could shape Australian grain markets into 2027.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Join RaboResearch Analyst Oskar Mitchell and Senior Market Strategist Ben Picton as they discuss what is happening with interest rates in New Zealand and Australia. Ben and Oskar unpack where both countries are at in the economic cycle, what it means for their respective cash rates, what is going on internationally that is influencing longer-term rates, and what the outlook is for the New Zealand dollar and Australian dollar.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Fertiliser is one of the largest variable input costs in Australian cropping, yet a significant proportion of applied nitrogen can be lost before crops can use it. In this podcast, Stefan Vogel and Farm Inputs Analyst Oskar Mitchell discuss how nitrification inhibitors can improve nitrogen-use efficiency by reducing nitrogen losses from leaching, denitrification, and emissions. Drawing on Australian and international research, they explore where these products deliver the greatest value, the conditions that drive performance, and why a targeted approach can help growers improve both profitability and environmental outcomes.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

The H5 strain of avian influenza has been detected in Australia, raising questions about what this might mean for Australian poultry operations. Angus Gidley-Baird chats with RaboResearch poultry analyst Nan-Dirk Mulder about how other countries have managed avian influenza and gets an update on global poultry markets.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

With trade disruptions causing major shifts in global beef trade, understanding how the world's biggest exporter is managing becomes important. Angus Gidley-Baird and Jen Corkran chat with Brazilian analyst Wagner Yanaguizawa about the Brazilian cattle market and what these trade disruptions mean for it.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Oskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook. Together, they explore the major supply, demand, and geopolitical factors driving global fertiliser markets.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Michael Harvey is joined by Tom Booijink from the European team to discuss the release of the Global Dairy Top 20 report and to explore the major shifts shaping the world's largest dairy companies.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Recently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets. With so much of Australia and New Zealand's beef sold into these markets, it has the potential to reshape markets and influence prices. In this podcast, Angus Gidley-Baird and Jen Corkran take a look at these changes and the potential impacts for the respective industries.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

There has been a bit of a change in market expectations surrounding the RBA cash rate in recent days, so what gives? Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy, the likely implications for the cash rate, and what RaboResearch expects the RBA to be doing with interest rates in the months ahead.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

War in Ukraine and Russia in recent weeks heavily disrupted grain export capabilities, driving grain prices higher. General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers and the options the regions have to export grains, as well as the potential for grain prices to rise further and what could cause prices to retreat again.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.