RaboResearch Food & Agribusiness Australia/NZ

755 episódios

Australian farmland price outlook 2026
11/05/2026 | 18min
Join RaboResearch analysts Paul Joules and Vítor Pistóia as they review how Australian farmland values performed in 2025 and explore the forces that could influence land prices moving forward.

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.
Australia's food price problem
07/05/2026 | 13min
Food prices remain one of the most visible – and frustrating – parts of Australia's inflation story. In this episode, analysts Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking forward.

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.
Are diesel prices squeezing Brazil's farm margins – and what does that mean for sugar prices?
06/05/2026 | 20min
Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins.
Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high probability of an El Niño event is a key price driver to watch.

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.
The seasonal shift shaping New Zealand dairy and livestock markets
04/05/2026 | 14min
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months 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.
China sends ripples through global beef markets
01/05/2026 | 19min
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan about the impacts this quota may have on China and the current state of the Chinese beef market.

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.

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Sobre RaboResearch Food & Agribusiness Australia/NZ

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 at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand and Global RaboResearch material published on the podcast.

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