RaboResearch Food & Agribusiness North America

During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank's F&A China industry analyst Lief Chiang joins ACMR G&O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices.

This podcast episode first appeared on our sister channel RaboResearch Agri Commodities.

Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all the while keeping an eye out for glimmers of hope in the year ahead.

Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to change hands at an active rate. Xinnan Li talks with Bill Nickrent about trends in the industry, from the products themselves to the industry players who make them.

After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United States-Mexico-Canada Agreement. Dairy was a flashpoint during the negotiations, so what has changed now that a tentative agreement has been reached? In this week's episode, Senior Dairy Analyst Tom Bailey digs into what has come out of the USMCA and how it affects dairy producers and processors around the world.

Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the practical implementation of the USDA's trade mitigation financial relief package, and at what shifting trade patterns could mean for U.S. beans in the long term.

The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but U.S. exports to China will decrease. U.S. walnut, mandarin, grape, cherry, and peach exports to China are expected to be hit hardest. Senior Fruit and Vegetable Analysts Roland Fumasi and David Magana discuss the implications with Bill Nickrent.

RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they've seen and heard as they've travelled the Midwest this summer and what they're thinking about from yield curves to droughts and trade wars.

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.

This episode originally appeared on our Australian/New Zealand RaboResearch F&A channel.

In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years.