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RaboResearch Food & Agribusiness Australia/NZ
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Latest episodes
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Crop margins under pressure: Where to from here?
October 26, 2026 · 14 minJoin 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…
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Productivity is key to the Australian sheep industry's growth
October 25, 2026 · 22 minAustralia'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…
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New Zealand's protein moment: Making every bite count
October 19, 2026 · 21 minWhat 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…
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Australian 2026/27 winter crop forecast: A smaller but historically large crop amid firmer grain prices and higher input costs
October 15, 2026 · 14 minIn 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…
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New Zealand and Australia interest rates: The lay of the land
October 7, 2026 · 21 minJoin 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…
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The business case for nitrification inhibitors
September 29, 2026 · 18 minFertiliser 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…
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Birds of a feather: Global poultry market update
September 22, 2026 · 25 minThe 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…
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Playing with the big boys: The Brazilian beef industry
September 20, 2026 · 26 minWith 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…
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Semiannual fertiliser outlook: What's influencing prices?
September 17, 2026 · 18 minOskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook. Together, they explore the major supply, demand, and geopolitical factors driving global…
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Global trends reshaping the Global Dairy Top 20
September 15, 2026 · 13 minMichael Harvey is joined by Tom Booijink from the European team to discuss the release of the Global Dairy Top 20 report and to explore the major shifts shaping the world's largest dairy companies. Disclaimer: Please refer to our…
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Movement on the global beef chessboard and what that means for Australian and New Zealand cattle producers
September 13, 2026 · 27 minRecently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets. With so much of Australia and New Zealand's beef sold into these markets, it has the potential to reshape markets and influence…
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The RBA cash rate outlook: Mountains left to climb
September 3, 2026 · 25 minThere 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…
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.