RaboResearch Food & Agribusiness Australia/NZ

Hosted by Rabobank

Business Investing News

Website RSS feed

Episodes

789

Latest episode

Oct 2026

Language

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

November 5, 202624 min

Australian and New Zealand interest rates, inflation, and geopolitical risk

RaboResearch Senior Strategist Ben Picton and General Manager Stefan Vogel break down the latest Reserve Bank of Australia and Reserve Bank of New Zealand rate decisions and explore what comes next, as inflation remains stubbornly high and the risk of renewed energy price shocks looms, particularly if the war in Iran escalates following the US midterm elections. 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.

November 2, 202617 min

At the peak: How the Australian and New Zealand dairy seasons are tracking

With spring in full swing and milk production around its seasonal peak, it's time to take the pulse of the Australian and New Zealand dairy sectors. RaboResearch Senior Analysts Michael Harvey and Emma Higgins sit down to compare notes on both sides of the Tasman, unpack how the season has unfolded so far, and discuss the signals they're watching as dairy moves beyond the spring peak. 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.

October 26, 202613 min

Crop margins under pressure: Where to from here?

Join Raboresearch Analyst Oskar Mitchell and Senior Economic Analyst Bruno Fonseca as they unpack the outlook for crop margins in 2027. They discuss why the global margin squeeze is proving persistent, where growers are feeling the most pressure, and what could drive a recovery. They also bring the discussion home to Australia, looking at how input costs, grain prices, yields, and weather risks could shape grower margins in the year 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.

October 25, 202621 min

Productivity is key to the Australian sheep industry's growth

Australia's sheep industry is at an important inflection point, with the nation's flock close to record lows and production growth set to remain constrained over the coming five years. Angus Gidley-Baird chats with Jen Corkran to discuss recent modelling that looks into what this may mean for the future of Australia's sheep flock. 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.

October 19, 202620 min

New Zealand's protein moment: Making every bite count

What do strong red meat prices, smaller appetites, pasture, and cottage cheese have in common? They're all part of a changing global protein story. Jen Corkran and Michael Harvey dive into the new RaboResearch report, "New Zealand's protein moment", and explore why today's opportunity is about more than producing protein. The bigger question is how New Zealand proves its value and makes this moment count for the future. 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.

October 15, 202614 min

Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs

In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore sharp regional contrasts, record canola production, firmer grain prices, and the rising input costs that continue to squeeze grower margins. They also discuss the outlook for wheat, barley, canola, and pulses and how global trade disruptions and uneven seasonal conditions could shape Australian grain markets into 2027. 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.

October 7, 202620 min

New Zealand and Australia interest rates: The lay of the land

Join RaboResearch Analyst Oskar Mitchell and Senior Market Strategist Ben Picton as they discuss what is happening with interest rates in New Zealand and Australia. Ben and Oskar unpack where both countries are at in the economic cycle, what it means for their respective cash rates, what is going on internationally that is influencing longer-term rates, and what the outlook is for the New Zealand dollar and Australian dollar. 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 29, 202617 min

The business case for nitrification inhibitors

Fertiliser is one of the largest variable input costs in Australian cropping, yet a significant proportion of applied nitrogen can be lost before crops can use it. In this podcast, Stefan Vogel and Farm Inputs Analyst Oskar Mitchell discuss how nitrification inhibitors can improve nitrogen-use efficiency by reducing nitrogen losses from leaching, denitrification, and emissions. Drawing on Australian and international research, they explore where these products deliver the greatest value, the conditions that drive performance, and why a targeted approach can help growers improve both profitability and environmental outcomes. 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 22, 202625 min

Birds of a feather: Global poultry market update

The H5 strain of avian influenza has been detected in Australia, raising questions about what this might mean for Australian poultry operations. Angus Gidley-Baird chats with RaboResearch poultry analyst Nan-Dirk Mulder about how other countries have managed avian influenza and gets an update on global poultry 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.

September 20, 202626 min

Playing with the big boys: The Brazilian beef industry

With trade disruptions causing major shifts in global beef trade, understanding how the world's biggest exporter is managing becomes important. Angus Gidley-Baird and Jen Corkran chat with Brazilian analyst Wagner Yanaguizawa about the Brazilian cattle market and what these trade disruptions mean for it. 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.