RaboResearch Food & Agribusiness Australia/NZ

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. Cheryl Kalisch Gordon and Dennis Voznesenski discuss the potential implications for grains, oilseeds, and pulse sectors globally, but with a focus on Australia.

Hayden Higgins talks with Blake Holgate about his latest report on the emerging trend of sustainable finance and the opportunities this could create for New Zealand's agricultural sector. Blake outlines the current barriers to sustainable agricultural finance, what New Zealand needs to do to overcome these, and the key benefits that sustainable finance can provide New Zealand agriculture.

Now that the peaks have passed, Michael Harvey and Emma Higgins catch up to walk through how the milk production season has shaped up in both New Zealand and Australia. Spoiler alert: both sectors are in good shape.

Australia's 2020/21 grain production recovery will rival 2016/17's record volumes, but there are a range of factors that are different from 2016/17, meaning the decision to store or sell grain this year is also different. Rabobank's Cheryl Kalisch Gordon joins Rabobank Western Australia's Ryan Meldrum and Rabobank Victoria's Darrin Findlay to discuss how this decision is likely to play out across the country.

Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country's current demand for protein (including beef) and what the demand is expected to look like over the coming year.

Australia's long-awaited grain production recovery is here. After three successive years of below-average production, Australia is on track to deliver a 63% YOY increase in supply, according to our estimates. Rabobank analysts Cheryl Kalisch Gordon and Dennis Voznesenski discuss the 2020/21 crop, and what it means for exports and prices.

With growing community focus on greenhouse gas emissions, Tim Hunt, Angus Gidley-Baird, and Blake Holgate look at how the red meat supply chain is expected to deal with the focus, as well as some of the challenges and opportunities that will present themselves.

Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer?

Emma Higgins and Blake Holgate discuss how dairy heifer exports to China have boomed this year, while taking a closer look at the drivers behind the lift.

Blake Holgate and Angus Gidley-Baird look at some of the key factors driving the Australian and New Zealand lamb market at the moment and what they might mean for the coming months ahead.