RaboResearch Food & Agribusiness Australia/NZ

Steve Nicholson and Andrew Tasker join Rabobank Australia's Charlie Clack from the USA to talk cotton. It's a particularly busy time with both US planting and Australian picking underway, so the team delve into conditions, progress, policy and more to shed light on the sector outlook.

Canola prices around the world hit record highs in March. Why have prices for all oilseeds risen so much, and how sustainable are they? Dennis Voznesenski, grains and oilseed analyst in Sydney, and Oscar Tjakra, senior research analyst in Singapore, look into it.

Emma Higgins and Michael Harvey discuss the central factors that will determine what the pursuit of history looks like for Australian dairy ahead of the 2021/22 season and whether it is achievable.

Farmers are acquiring their nitrogen as we head into the winter season in the southern hemisphere. Does urea face the same price and supply pressures as phosphate? Sydney-based senior farm inputs analyst Wes Lefroy is joined by Sao Paulo-based global fertiliser research lead Matheus Almeida to discuss what has been driving the market and where global urea prices are likely to head from here.

Angus Gidley-Baird talks with Georgia Twomey and Fraser Stuart to get an on-ground assessment of current wool stocks and discuss the implications for wool prices.

Christian Lawrence, Rabobank's Senior Market Strategist in the US, runs through how the Biden stimulus package will be spent, what it means for consumer spending, and whether it will cause long-term indigestion.

After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market Research and RaboResearch Australia converse on the current global supply and demand situation and the factors that could influence prices in the season ahead.

This episode also appears on our sister podcast RaboResearch Agri Commodities

Global malt demand is expected to grow by 1.3 million tonnes by 2030. Where will that demand be, and what will drive it? Dennis Voznesenski, G&O associate analyst in Sydney, and Maria Afonso, senior sugar and G&O analyst in Europe, discuss export and domestic avenues for Australian barley.

Following the first anniversary of the WHO's declaration of a pandemic, dairy prices have gone from strength to strength. The question is: where to from here?

Ethanol production capacity in Asia – particularly in India and Thailand – has the potential to divert cane processing away from sugar production. Wes Lefroy and Charlie Clack dissect the subject, highlighting the possible implications for Australian cane growers.