Episodes
95
Latest episode
Jul 2026
Language
EN
RaboResearch agri commodity analysts break down the key developments shaping global agricultural commodity markets, helping you understand what matters most for prices, risk management, and decision-making. Covering markets from tropical commodities to grain and oilseeds, we discuss weather disruptions, geopolitical developments, and shifts in supply and demand. We provide research and global market insights on wheat, corn, soybeans, sugar, coffee, cocoa, and more. Whether you're managing price risk, planning procurement, or monitoring market opportunities, you'll gain timely analysis, practical perspectives, and a clear view of the forces driving global agricultural commodity markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's August WASDE. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage and Grain Stocks reports and what the reports will mean for grain and oilseed markets moving forward. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23.5% year-to-date, have rallied 31% since the beginning of May as bullish fundamentals reemerge. Key drivers include the transition toward an active El Niño event, easing geopolitical tensions in the Middle East, and a slow start to the development of West Africa's 2026/27 main crop. Join Carlos Mera and Oran van Dort as they discuss the delectable but turbulent world of cocoa. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination countries are still scarce, and some volatility is expected before we see even lower prices. Join Oran van Dort and Carlos Mera as they discuss these and many other topics affecting much of the world's favorite beverage. This episode was recorded on June 12, 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season. Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and Colombia to tiny Madagascar. Looking at the 2026/27 crop year, we expect a large global surplus, assuming more or less normal weather ahead, but in the short term, we expect high volatility. Brazil's arabica areas need more rainfall in the second half of October to secure a good production recovery next season, but also, certified stocks are declining, partially as an unintended consequence of US tariffs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
Join Carlos Mera and Charles Hart as they unpack the USDA's June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month's WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine the department's current harvest outlooks for several major wheat producers, including the EU, Canada, and the US, and why the US corn and soybean balance sheets were left unchanged – except for an anticipated bump in corn exports in 2024/25. The USDA's modeling of crop yields will ensure the market keeps a close eye on weather conditions in the months ahead, while the soybean export forecast for the new season will continue to be debated amid a volatile US-China relationship. Weather risks to crop prospects in Argentina and Ukraine are also discussed before the episode closes with an initial view on how Israel's recent strikes on Iran could affect agricultural commodities markets. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have increased 109% over the last twelve months. Meanwhile, robusta prices, which have been elevated since the Houthi-induced Red Sea disruptions last December, have risen 92% in the last year and an astronomical 237% over the last five years. Join Carlos Mera and Oran van Dort as they discuss the supply and demand fundamentals behind the recent price surge. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then, prices have moved 20% higher! In this podcast, we discuss the factors contributing to this unprecedented price rally. In our view, recent price action is fundamentally driven by systemic production issues in West Africa that have led to an enormous supply deficit, the third in a row. Current market dynamics are incomparable to prior seasons, thus creating enormous panic among market participants. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer
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