RaboResearch Food & Agribusiness North America

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.

This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today.

This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia's podcast series but includes discussion of the US market as well.

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project.

This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank's Project Finance team.

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.

US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US's biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor's take on this and other issues in this month's grain & oilseed episode.

Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favorable climate and massive investments in irrigation have helped the country to increase its share of the international market – should US producers be worried?

What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the RaboResearch 2020 Animal Protein Outlook.