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RaboResearch Food & Agribusiness Australia/NZ

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Latest episodes

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

    October 7, 2026 · 21 min

    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…

  • The business case for nitrification inhibitors

    September 29, 2026 · 18 min

    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…

  • Birds of a feather: Global poultry market update

    September 22, 2026 · 25 min

    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…

  • Playing with the big boys: The Brazilian beef industry

    September 20, 2026 · 26 min

    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…

  • Semiannual fertiliser outlook: What's influencing prices?

    September 17, 2026 · 18 min

    Oskar 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 min

    Michael 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…

  • Movement on the global beef chessboard and what that means for Australian and New Zealand cattle producers

    September 13, 2026 · 27 min

    Recently, 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…

  • The RBA cash rate outlook: Mountains left to climb

    September 3, 2026 · 25 min

    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…

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

    September 2, 2026 · 19 min

    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…

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

    August 25, 2026 · 16 min

    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…

  • Avocados go global: supply expansion and market diversification

    August 4, 2026 · 17 min

    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…

  • War escalations drive wheat and diesel prices higher

    July 29, 2026 · 20 min

    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…

Full episode archive on Apple Podcasts →

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.