RaboResearch Food & Agribusiness North America

By RabobankBusiness Investing

RaboResearch Food & Agribusiness North America episodes

June 05, 2018 Wheat Does Feel the Heat
The potential for an explosive upside move for U.S. wheat prices is high due to record-low hard red winter wheat acres, combined with U.S. Great Plains drought and late spring HRS planting. Senior Grains & Oilseeds Analyst Steve Nicholson talks with Bill Nickrent about the outlook for wheat.
8 min
May 30, 2018Beverages Special: The Next Generation of Coffee
Where do you see the coffee industry in ten years? On this week’s Liquid Assets, the team tackles some difficult questions.

Could bean-to-cup machines overtake pods and capsules in the next decade?

Where does unbranded coffee belong in a world of branded beverages?

NEWS UPDATE: Nestle and Starbucks reach a USD 7bn deal. What does this mean for the industry?

This episode features: Stephen Rannekleiv, Global Strategist for Beverages; Jim Watson, Senior Beverage Analyst; and Bourcard Nesin, Beverage Analyst and special guest Ross Colbert, Global Sector Head - Beverages

This episode was originally released on our new Global Beverages podcast channel Liquid Assets. Subscribe to stay up to date on all the latest developments in the Beverages industry.
19 min
May 29, 2018 Beef Month
Senior Protein Analyst Don Close talks to Bill Nickrent about what he saw on a recent trip to catch up on the beef industry in Australia and how drought conditions and low milk prices are causing stress in the U.S.
12 min
May 15, 2018 How to Deal with Dairy Alternatives
They’ve been around for nearly 3,000 years, but dairy alternatives like soy milk and oat milk have only recently been taking market share from conventional dairy. Our senior analyst Tom Bailey tells us how the dairy industry is reacting to its new competition.
19 min
May 14, 2018 What’s Happening in the World of Almonds: US and Australian Perspectives
Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, and Hayden Higgins, Senior Horticulture Analyst in Australia, discuss the Australian and US Almond sectors: What’s been happening over 2017 and 2018 for Almond crop volumes and exports, the impact of the big freeze in California on Almond supply, changing land use in California and expansion of Almond plantings in both Australia and California, the US and China Trade Dispute and what all this means for the industry.
31 min
May 02, 2018 Trade, Productivity and Cow Career Changes
Rabobank’s Global Dairy Strategist, Mary Ledman, looks back at dairy production in 2017, and explores the implications of price support in the European Union and the impact of NAFTA negotiations on US dairy’s market share in Mexico.
9 min
April 30, 2018 Don’t Fall Asleep Behind The Risk Management Wheel
Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018.
8 min
April 23, 2018 Stand-up Pouches Won't Lie Down
RaboResearch Analyst Xinnan Li discusses her recent research on food packaging and why she believes that stand-up pouches (think Capri-sun) are poised to gain market share over traditional rigid packaging.
9 min
February 26, 2018 Don't Panic, It's Organic!
In this episode, Bill Nickrent talks to Steve Nicholson about his latest publication "Don't Panic! It's Organic: Opportunities and Challenges in U.S. Organic Grains & Oilseeds".
15 min
January 25, 2018 Food Fight! Online and Brick & Mortar Battle for Business
In the battle between online and brick & mortar food retailers, how can beef ensure a seat at the table? In this podcast episode, senior Animal Protein analyst Don Close discusses his latest report "Food Fight!" on what the trend toward online grocery will mean for the beef industry.
19 min

About RaboResearch Food & Agribusiness North America

From the publisher's feed

Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specializations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.