RaboResearch Food & Agribusiness Australia/NZ

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Episodes

776

Latest episode

Aug 2026

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About the show

Delivering expert market analysis and practical insights for clients, industry, and agribusiness professionals, RaboResearch Food & Agribusiness Australia & New Zealand podcasts explore the key forces shaping food and agribusiness. Covering agricultural commodities from animal protein and dairy to grains and oilseeds, cotton, and horticulture, as well as farm inputs, consumer foods, economics, and geopolitics, our podcasts examine market trends, supply and demand dynamics, trade flows, seasonal conditions, policy developments, interest rates, and the global events influencing agricultural markets across the region, and beyond. Get regular market updates, commodity outlooks, industry deep dives, and conversations on emerging opportunities from a team of RaboResearch analysts. Episodes are released weekly, as market developments unfold, providing timely, research-driven perspectives that help listeners stay informed and make better business decisions. Subscribe to gain independent analysis, local expertise, and global food and agribusiness insights that connect what's happening on farm, in supply chains, and across global markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Listen to episodes

60 recent

September 3, 202625 min

The RBA cash rate outlook: Mountains left to climb

There has been a bit of a change in market expectations surrounding the RBA cash rate in recent days, so what gives? Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy, the likely implications for the cash rate, and what RaboResearch expects the RBA to be doing with interest rates in the months ahead. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

September 2, 202618 min

Russian and Ukrainian grain export disruptions and the impact on grain prices

War in Ukraine and Russia in recent weeks heavily disrupted grain export capabilities, driving grain prices higher. General Manager RaboResearch Australia/New Zealand Stefan Vogel and Senior Analyst Jen Corkran unpack the price drivers and the options the regions have to export grains, as well as the potential for grain prices to rise further and what could cause prices to retreat again. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

August 25, 202615 min

Is Australia's cheese-centric dairy model running out of milk protein?

In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

August 4, 202616 min

Avocados go global: supply expansion and market diversification

In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report. The conversation highlights a sector that continues to expand rapidly, driven by strong consumer demand, increasing international trade, and growing production capacity across multiple regions. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 29, 202619 min

War escalations drive wheat and diesel prices higher

Attacks on Ukrainian and Russian ports have disrupted grain exports, moving grain prices up substantially. General Manager of RaboResearch – Australia/New Zealand Stefan Vogel and Senior Macro Strategist Ben Picton discuss the outlook for grains and diesel and whether China can continue to surprise global markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 26, 202619 min

Better calves, better returns

In this episode, Jen Corkran and Emma Higgins explore the growing dairy-beef opportunity in New Zealand. From sexed semen and genetics to calf rearing, supply chain alignment, and the new Fonterra-Silver Fern Farms programme, they discuss how better breeding decisions could unlock more value from nearly two million surplus dairy calves annually. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 22, 202615 min

From China to cheese: The next chapter in dairy trade

In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy trade, the implications of China's changing import demand, and how growth opportunities are increasingly shifting toward Southeast Asia, the Middle East, and Latin America. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 21, 202622 min

Australia's 2026/27 crop update: from a late, dry start to strong prospects

In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season. While a delayed seasonal break and persistent dryness across parts of the East Coast raised early concerns, recent rainfall has greatly improved conditions in many key growing regions. With adequate crop establishment, improved soil moisture reserves, and production prospects on the rise, Australia is shaping up for another solid season, assuming El Niño remains at bay. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 21, 202617 min

New Zealand mid-year check-in: Record production, strong prices and El Niño watch

Emma Higgins and Jen Corkran review New Zealand's agricultural outlook, highlighting record dairy production, strong beef and lamb prices, and improving farm profitability. They discuss global supply and demand trends, ongoing fertiliser and input cost pressures, and the growing likelihood of El Niño conditions shaping production risks and opportunities. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

July 15, 202621 min

Global fertiliser markets: from geopolitical volatility to raw material constraints

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices remain under pressure amid improving supply while phosphate and potash markets continue to be supported by tighter fundamentals. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.