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RaboResearch Agri Commodities

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Latest episodes

October WASDE – The corn ultimatum

October 13, 2026 · 14 min

In the latest episode of the Agri Commodities podcast, Carlos Mera, Head of Agri Commodities Markets Research, and Charles Hart, Senior Commodity Analyst, discuss the implications of the October WASDE report for global grains and oilseeds…
September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks

September 16, 2026 · 15 min

In this RaboResearch podcast, Agri Commodities Markets Research analysts Andrick Payen and Carlos Mera examine the implications for agricultural commodity markets arising from revisions to wheat, soybean, and corn estimates in the…
El Niño drives prices more than fundamentals

September 14, 2026 · 19 min

The National Oceanic and Atmospheric Administration projects a 75% probability of the strongest El Niño since records began in 1950. Some of the textbook impacts are already visible in the fields, but market reactions appear to have been…
Coffee at a turning point

September 8, 2026 · 19 min

Coffee prices have remained elevated for several years, but after reaching record highs in 2025 they have fallen significantly. Has the market finally returned to normal, or is there more downside ahead? Join Oran van Dort and Carlos Mera…
Energy shock waves: From Hormuz to Russia

August 18, 2026 · 15 min

Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to USD 88/bbl as of August 17, 2026. The war in Iran and the subsequent disruption in the Strait of…

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August WASDE: Trouble in the Black Sea

August 13, 2026 · 14 min

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…
USDA Acreage and Grain Stocks: Wheat surprises

July 2, 2026 · 13 min

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…
Cocoa conversations: Cocoa strikes back

June 26, 2026 · 12 min

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…
Espresso economics: High production, low prices

June 16, 2026 · 18 min

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…
Is there a global food crisis coming?

April 29, 2026 · 23 min

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…
The cocoa crash explained

February 9, 2026 · 13 min

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…
Coffee prices: Short term and long term diverge

October 15, 2025 · 17 min

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…

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About the show

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.