RaboResearch Food & Agribusiness Australia/NZ

Michael Harvey takes the opportunity to get download from Sandy Chen on his visit to Australia to explore the China dairy landscape in order uncover the short and medium term dynamics for supply and demand dynamics. As a result, Sandy Chen emphasises some strategic considerations for the Australian dairy industry value chain moving forward.

Global milk supply growth is emerging from key exporting engines. The resulting exportable surplus will increase across 2017 and moving into 2018. The additional supply will be met by steady, if modest, global demand growth across this period.

What would an Australian housing market crash mean for the local F&A industry? Michael Every and Tim Hunt explore the chances of a crash, the economic impacts it would bring and how this would feed through to farmers and food companies.

RaboResearch analyst Wes Lefroy is just back from attending the Australian Farm Institute conference 'Harvesting the Benefits of Digital Agriculture' in Melbourne. He is joined by Tim Hunt to discuss the key themes from the conference and the implications for farmers.

The Southern Australian milk prices for 2017/18 have been announced. Murray Goulburn has reverted to a traditional pricing model, while other processors chose to break rank. But is this a watershed moment for the industry? And how do local milk prices compare to Rabobank's expectations... and to global peers?

Blake Holgate and Angus Gidley-Baird discuss the latest developments in the global red meat export market, and assess what this means for both the short and long term prospects of New Zealand beef and lamb.

While the hype around Digital Agriculture is high, farmer adoption has remained low. Wes Lefroy and Ken Zuckerberg discuss the barriers to adoption and the future of digital farming, and in particular the report 'Bungle in the AgTech Jungle'.

Chickpeas are an attractive option for Australian growers, as strong Indian demand drives high prices for export. However, potential shifts in Indian purchases and domestic disease risks create an uncertain price outlook. Cheryl Kalisch Gordon and Charlie Clack provide Rabobank's view on prices in the 12-month period.

Increased and ongoing volatility, industry developments such as objective carcase measurement and the marketing of specific product characteristics mean managing price, quantity and quality are now more important than ever. Forward marketing agreements provide an ability to manage these risks and need to become a more common part of the beef industry. This podcast summarises the report of the same title released by RaboResearch in May.

Disappointing cotton yields have spelt concerns for many Australian growers but, in our view, there is still much to be optimistic about. Wes Lefroy is joined by Charlie Clack to talk prices for Australian cotton in the 12 month period and beyond; a podcast to compliment Rabobank's latest 'Australian Cotton Outlook' research note.