RaboResearch Food & Agribusiness Australia/NZ

What is important for getting farm succession right and keeping businesses viable and families happy? Rabobank Succession Facilitator Kim Lee joins RaboResearch Senior Analyst Cheryl Kalisch Gordon to share her experience in the area and her insights into how families can get on the front foot in succession planning.

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.

This episode has also been released on our sister podcast, RaboResearch F&A North America

Roland Fumasi joins Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020 combined with the impacts of Covid-19 on global economies influence both the US and Australian almond sectors, as can be ascertained today.

This episode has also been released on our sister podcast, RaboResearch F&A North America

Michael Every, Global Strategist, talks to Tim Hunt about the outlook for the global economy, currency, and interest rates in a Covid-19 world.

Hayden Higgins is joined by Cindy van Rijswick to discuss core sustainability themes that fresh produce sector participants from across the globe highlighted in late 2019. Hayden and Cindy talk about the top five segments and discuss how relevant they may be in a post-Covid-19 environment.

Hayden Higgins is joined by Michael Harvey to digest the global dairy fundamentals that underpin RaboResearch's milk price forecast ahead of the 2020/21 season.

Increased uncertainty in the usual supply chains of global agrochemicals and fertilizers has raised worries for domestic growers, including in the sugar sector. Wes Lefroy joins Charles Clack to chew the fat on recent supply disruptions and what our growers can expect in the coming months.

Angus Gidley-Baird and Charles Clack discuss the impact of Covid-19 on the Australian wool and cotton markets and what it means for the short-term outlook.

Sam Chambers, Associate Director, Markets for Rabobank Australia and New Zealand, joins RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to discuss swaps strategies in the context of Q1 volatility in global wheat pricing, the lower Aussie dollar, prospects for improved local production in 2020, and what should be on the radar for risk management as 2020/21 plays out.

Covid-19 has introduced uncertainty and downside in many agricultural markets. RaboResearch Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon and Agriculture Analyst Wes Lefroy discuss our revised outlook for grain and oilseed markets in 2020 amid the spread of Covid-19 and OPEC+ supply uncertainty.