RaboResearch Food & Agribusiness Australia/NZ

Covid-19 prevented Steve Nicholson, our US-based grain & oilseed analyst, from joining us in Australia in March, but that won't stop the messages getting through! He joins Cheryl Kalisch Gordon, our Australia-based grain & oilseed analyst, in the podcast for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability.

Angus Gidley-Baird and Blake Holgate talk about the impact Covid-19 is having on the Australian and New Zealand red meat industries.

Global dairy markets have experienced a volatile start to 2020. Despite the elevated levels of uncertainty, Emma Higgins and Michael Harvey take a look at the global dairy market fundamentals and how things might play out through the rest of 2020.

Blake Holgate and Emma Higgins discuss how the costs and risks posed by tightening environmental regulations can be incorporated into future investment decisions.

Emma Higgins and Blake Holgate discuss what might happen to dairy land prices over the coming five years.

Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.

Coronavirus has caused significant disruptions to trade, manufacturing, and consumer behavior, but what about cotton? With China as our major customer, there is a substantial link between coronavirus and the Australian cotton industry. Angus Gidley-Baird and Charlie Clack investigate.

Coronavirus has created something of a 'perfect storm,' threatening to disrupt Australian agrochemical supply ahead of the winter crop. Wes Lefroy and Cheryl Kalisch-Gordon discuss where some pressure points may lie ahead of crop planting.

Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit could, however, also translate into opportunities for the world's major sugar exporters.

There is downside in the outlook for Australian barley prices in 2020/21. RaboResearch Associate Analyst Dennis Voznesenski joins Senior Grains & Oilseeds Analyst Cheryl Kalisch Gordon to find out where the pluses and minuses for pricing will be. Looking further ahead, they discuss how important new barley market access to Indonesia and India will be for Australian barley export prospects.