RaboResearch Food & Agribusiness North America

This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia's biggest lamb export market. It has been growing strongly, but what is driving this? Rabobank's senior animal protein analyst Angus Gidley-Baird speaks with Rabobank's US-based senior relationship manager Brent Lahman.

Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. Silicon Valley is clamouring to invest in this developing segment, but are consumers willing to accept these new products? On this episode of the RaboResearch Podcast, Senior Analyst Christine McCracken returns to talk about three forms of alternative proteins and what their widespread adoption could mean for the animal protein industry.

Tariffs, planted acres, weather... and what now? Grains & Oilseeds analysts Steve Nicholson and Sam Funk discuss the trends they're tracking this summer, along with what producers might want to think about as they wait for what's next.

China's long-term strategy to strengthen its waste quality policies is expected to reshape the global paper packaging supply chain. The US and Europe in particular will likely be affected, being the two largest exporters of recovered paper to China. In this podcast, our team discusses the implications for each link in the supply chain, from recycling facilities and containerboard players to traders and consumers.

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? US Senior Fruit, Vegetable, and Tree Nut Analyst Roland Fumasi and Australian Senior Horticulture Analyst Hayden Higgins compare notes, while also discussing the effects of positive global demand.

Retaining workers in the grueling world of meat and poultry processing has never been easy, but has it ever been this hard?

Between low unemployment rates, new facilities coming online, and a shrinking pool of immigrant labor, some processing facilities are struggling to survive. On this week's show, Senior Analyst, Christine McCracken, offers ideas that can help solve the problem. As with most good advice, many of her lessons are applicable for any business looking to retain agricultural workers. For more information, check out the original report, "Animal Protein's Labor Pains" at Research.Rabobank.com

Senior Grain & Oilseed Analyst Sam Funk talks with Bill Nickrent about the effect of the US-China trade dispute on global soybean trade.

Since peaking in 2015, some California agricultural land prices have since softened. Lower tree nut prices, low capitalization rates for investors, and rising production costs all play a part, but the impending implementation of California’s Sustainable Groundwater Management Act will continue to put additional downward pressure on specific types of property in specific California growing regions, particularly in the San Joaquin Valley. Roland Fumasi, a Senior Agricultural Analyst at Rabobank, gives us his 2018-19 baseline outlook for California agricultural land values for each specific growing region in the state.

In this new monthly recurring feature, Rabobank Senior Grains & Oilseeds Analysts Steve Nicholson and Sam Funk talk about the topics they’re tracking in grains and oilseeds. This month, it’s eight quick hits and one in-depth topic: ag policy.

In response to the Trump administration’s tariffs on steel and aluminum, the Mexican government has imposed 10% to 15% tariffs of its own, targeting the U.S. cheese industry, among other sectors. Tom Bailey, Senior Analyst and Executive Director of Dairy at Rabobank, tells us what this means for producers and consumers on both sides of the border.