RaboResearch Food & Agribusiness Australia/NZ

Angus Gidley-Baird and Genevieve Steven chat with Global Animal Protein Strategist and lead author of Rabobank's Global Animal Protein Outlook, Justin Sherrard, about what key things we believe will affect livestock markets in 2022 and what the production outlook is by region and by commodity.

To discuss how sustainability in G&O looks across Asia, Rabobank's Industry Analyst in Shanghai, Lief Chiang, and Senior Research Analyst in Singapore, Oscar Tjakra, join Sydney-based Agriculture Analyst and colleague Dennis Voznesenski. Oscar, Lief, and Dennis discuss which aspects of sustainability are the most important in each region, which segment of society is behind the drive for sustainability, and what effects the outcomes and impacts of COP-26 will have on the future of sustainability in Asia.

Why have cotton prices been rising more than wool? How will they play out in the future? Join Dennis Voznesenski and Cheryl Kalisch Gordon as they chat about the intertwined worlds of wool and cotton.

Rabobank's Head of Rural Banking in Argentina, Ricardo Gonzalez, joins Cheryl Kalisch Gordon to share how Argentine grain & oilseed farmers are tackling sustainability on the farm, the role of technology in their approaches, and how he thinks they're placed to manage increasing sustainability demands, including managing carbon emissions.

Japan and South Korea remain two very important markets for Australian beef. Following the release of the recent report, Uncovering the Value of the Japanese and South Korean Beef Markets, Cheryl Kalisch Gordon speaks with the report's author, Angus Gidley-Baird.

Angus Gidley-Baird (@angus_gb) / Twitter Cheryl Kalisch Gordon (@kalischgordon) / Twitter

Australia has just committed to net-zero carbon by 2050 at COP26, and local and global markets are increasingly asking for the sustainability credentials of Australian grains. Cheryl Kalisch Gordon speaks to Crawford Taylor, Head of Sustainable Business Development for Rabobank Australia, about what Australian grain farmers need to know about sustainability, how they can respond to the demand for sustainability, and the potential challenges and opportunities facing them.

Private sector initiatives, propelled in part by investor pressure, have been a significant driving force for sustainability in the US grain & oilseed sector. In a chat with Saint Louis-based Senior G&O Analyst Steve Nicholson, Dennis Voznesenski finds out what the shift toward sustainability means for US grain & oilseed farmers and supply chain partners. How are they are responding, and how do the drivers for sustainability differ from the EU? Tune in to find out.

Consumer preferences and government policy responses in the EU are setting the pace in global sustainability transitions. Cheryl Kalisch Gordon chats with Stefan Vogel to find out what this means for EU grain & oilseed farmers, supply chain partners, and food manufacturers. How they are responding? What does this already mean for grains, oilseeds, and G&O products imported to the EU, and what will it likely mean for the future and for the EU's export potential?

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 Asia and RaboResearch F&A North America

Wes Lefroy (@wlefroy4) / Twitter

Four out of six states recorded double-digit median land price growth in 2020, but how long can the ag land price boom last? Wes Lefroy discusses his latest land price outlook, Does It Get Any Better Than This?, with Cheryl Kalisch Gordon.