RaboResearch Food & Agribusiness Australia/NZ

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RaboResearch Food & Agribusiness Australia/NZ episodes

May 23, 2017 Coming off a Sugar High: What's Next for Growers?
After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what's in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.
23 min
May 23, 2017 NZ Wine: Harvest, Exports, and Optimal Alignment
With NZ's 2016/17 wine grape harvest complete, Marc Soccio assesses the impact of adverse weather on quantity and quality. Marc also looks at the health of key export markets, and addresses the need for grape growers and processors/marketers to align in order to maximise the chances of success in coming years.
17 min
May 23, 2017 Murray Goulburn on the Slow Road To Recovery
Tim Hunt and Michael Harvey take a close look at developments in the Australian dairy sector over the past month—including a look at the outcome of the much-awaited operational review by Murray Goulburn, and what it means for shareholders and suppliers. They also digest Fonterra's early price signal for 2017/18 and see whether it is in line with Rabobank's expectations.
16 min
May 17, 2017 Outlook For New Zealand Dairy, May 2017
New Zealand dairy farmers can expect profitable farmgate milk prices moving into the new 2017/18 season. Looking further afield, the future for global dairy demand is bright across the next five years: but New Zealand will play a smaller role in providing the milk supply growth compared to the prior 5 year period.
19 min
May 17, 2017 Navigating New Zealand's Environmental Regulatory Landscape
Regulatory changes at both national and regional levels continue to impact farmers across New Zealand. Sustainability analyst Blake Holgate provides an update on the latest developments, and discusses what they mean for New Zealand farmers. Strategies to help farmers 'future proof' themselves against increasing regulation are also identified.
16 min
May 12, 2017 Searching For Signs Of Higher Australian Grain Prices
Amidst prevailing low grain prices, what's driving the lows, how long they may last and what might prompt upside are discussed. World cereal grain prices are at multi-year lows. As the Australian 2017/18 winter cropping season gets underway, the short through to medium term price prospects are discussed, together with the factors that will come to bear on how long prices remain low.
17 min
April 20, 2017 A Fresh Look at Australia within the Global Cotton Market
Charlie Clack takes a fresh look at the global market, and Australia's position, during a time of excellent global prices and respectable returns for growers. With global acreage on the rise and softening synthetic prices, where do the opportunities lie in a more challenging market environment?
14 min
April 12, 2017 A Return to Profitability in 2017/18 for AU Dairy Farmers
After a difficult period Australian dairy farmers are shifting their focus and planning to the 2017/18 season. Michael Harvey connects the dots between Rabobank forecasts for global markets and what this will mean for farmgate milk prices. The key question: Will margins return to profitability?
21 min
April 10, 2017 Brazil - A Very Real Global Beef Competitor for Australia
In 2015 Brazil regained direct access to the China market. In 2016 they gained access to the US market. They continue to seek increased access into other major beef markets such as Japan, South Korea, Canada and Mexico. This increased presence in some of Australia's major and traditional markets is adding strong market competition.
17 min
March 29, 2017 Australian Horticulture Sector Summer Wrap
As summer draws to an end, Marc Soccio discusses how Australia's diverse horticulture sector has encountered one of the wettest and mildest growing seasons seen across large parts of south eastern Australia for some time, and the changing trade and investment climate for the sector.
17 min

About RaboResearch Food & Agribusiness Australia/NZ

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Delivering expert market analysis and practical insights for clients, industry, and agribusiness professionals, RaboResearch Food & Agribusiness Australia & New Zealand podcasts explore the key forces shaping food and agribusiness.