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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 specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's RaboResearch Food & Agribusiness team has 90 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 specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Welkom bij de Economiepodcast van RaboResearch, de onderzoeksafdeling van Rabobank. Wij volgen, analyseren en voorspellen onder meer nationale en internationale (macro-)economische, politieke en financiële ontwikkelingen. Daarbij kijken we niet alleen naar de dag van morgen, maar ook naar economische ontwikkelingen op de (middel-)lange termijn. Dit onderzoek resulteert in beschrijvingen en voorspellingen van scenario's voor economische grootheden. We vertalen onze analyses in toegepaste kenn ...
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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 specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
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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 specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/di ...
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From fork to farm along the global food and agri supply chain – Consumer foods
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In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses consumer and food industry trends through 2030 with Netherlands-based Global Sector Strategist – Consumer Foods Cyrille Filott. Rabo…
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Espresso economics: The coffee rally explained
17:38
17:38
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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 Decem…
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Waar is het in Nederland het beste toeven?
12:09
12:09
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Waar in Nederland is de brede welvaart het hoogst? Welke mechanismen zitten hierachter? En wat was het effect van de coronapandemie op de brede welvaart? In deze aflevering gaat Suzanne Bijkerk in gesprek met Rogier Aalders en Floris Jan Sander over de ontwikkelingen en trends op het gebied van de brede welvaart in Nederland en Nederlandse regio’s.…
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Growth opportunities in Southeast Asia for Australian beef
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22:26
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Pia Piggott talks to Angus Gidley-Baird about his recent report looking at the growth opportunities for Australian beef in Southeast Asia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledg…
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Red meat wrap-up for 2024 across both sides of the ditch
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24:18
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With the year drawing to a close and Christmas on the near horizon, Jen Corkran and Angus Gidley-Baird wrap up 2024 with a chat about the red meat sector in both New Zealand and Australia. They also preview thoughts on what might be in store in both beef and sheepmeat for 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch di…
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Rebuilding a cattle herd with a productivity focus
22:33
22:33
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With sustainability more of a focus these days, how can the US rebuild its cattle herd with a focus on productivity and efficiency? Angus Gidley-Baird and Jen Corkran speak to RaboResearch Animal Agriculture Sustainability Analyst Charlotte Talbott following the release of her report, “Productivity and efficiency will power the next US cow herd reb…
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Who pays for emissions reductions in dairy?
21:19
21:19
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Senior Dairy and Consumer Foods Analyst Michael Harvey and Sustainability Analyst Anna Drake discuss what achieving greenhouse gas emissions reductions could mean commercially for Australia's dairy industry. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Z…
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What changes in the EU's nitrogen fertilizer industry could mean for nitrogen markets and Australia
18:39
18:39
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Join RaboResearch analysts Doriana Milenkova and Paul Joules as they discuss the phaseout of free carbon allowances under the EU Emissions Trading System and what it may mean for nitrogen markets going forward. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our Ne…
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How will a Trump presidency impact geopolitics and Oceania trade?
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24:16
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RaboResearch Global Strategist Mike Every and General Manager – RaboResearch Australia & New Zealand Stefan Vogel discuss the expected impacts of a Trump presidency on global geopolitics, the wars in Ukraine and Israel, energy prices, and trade out of New Zealand and Australia to China. RaboResearch Disclaimer: Please refer to our Australian RaboRe…
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Grain and oilseed stocks update and what the US election means for the market
20:50
20:50
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Join RaboResearch analysts Vitor Pistoia and Pia Piggott as they discuss what is going on with grains and oilseeds around the globe. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disc…
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Australian 2024/25 winter crop forecast: Adverse weather freezes crop growth
20:47
20:47
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Join RaboResearch analysts Vitor Pistoia and Paul Joules as they discuss the potential production of Australia's winter crops and outline the factors that could influence grain and oilseed prices in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer,…
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Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.raboban…
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Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch di…
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New Zealand interest rates: Upping the ante
16:04
16:04
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Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at h…
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The impact of a bazooka on the wool market
17:38
17:38
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Following the announcement of a Chinese stimulus package, Australia’s wool market lifted. Is this a permanent change in direction or a flash in the pan? Angus Gidley-Baird speaks with Paul Joules about this and other things in the Australian wool market. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.…
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A shifting global outlook helps support Australian cotton prices
17:31
17:31
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In recent months, the global cotton outlook has altered, and international and Australian cash prices have found support. Join Stefan Vogel and Paul Joules as they discuss the factors that have influenced the change in market dynamics and what this means for Australian cotton farmers. RaboResearch Disclaimer: Please refer to our Australian RaboRese…
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New consumption trends in China and their impact on protein markets
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26:15
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Angus Gidley-Baird speaks with Chenjun Pan, RaboResearch Senior Analyst – Animal Protein, about her recently released report New consumption trends in China offer opportunities for animal protein and what the new trends mean for animal protein markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.ra…
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Dankzij coronasteun bleef een faillissementsgolf lang uit, maar nu lijkt deze onvermijdelijk
23:45
23:45
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Het aantal faillissementen in Nederland stijgt al zes kwartalen na een historisch dieptepunt tijdens de coronapandemie. Deze trend houdt naar verwachting nog drie jaar aan. Hoewel een faillissement grote impact heeft op een ondernemer, hoeft deze toename volgens RaboResearch-economen Hugo Erken en Igor Dzambo geen slecht nieuws te zijn voor de Nede…
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Racing pulses in Australian and global markets
22:46
22:46
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Exciting changes are happening in the pulses market. India is open for Australian chickpea imports again. In lentil exports to India, Australia is head to head with Canada. Russia challenges Canada’s dominant field pea trade to China. Australian acreage increases call for production and export growth. And container freight rates skyrocketed again, …
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