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RaboResearch Agri Commodities

Rabobank RaboResearch Food & Agribusiness
Cocoa
Brazil
Coffee
Corn
Soybeans
Cote D'ivoire
Ghana
Wheat
El Niño
Black Sea
Ecuador
Chocolate
China
El Nino
Vietnam
Arabica Coffee
Robusta Coffee
Rabobank
Strait Of Hormuz
Argentina

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 mark... more

PublishesWeeklyEpisodes100Founded9 years ago
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Artwork for RaboResearch Agri Commodities

Latest Episodes

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 September 2026 USDA... more

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 amplified by... more

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 as they dis... more

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 Hormuz have be... more

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Recent Guests

Carlos Mera
Head of the ACMR team, notable coffee aficionado
Rabobank
Episode: Coffee at a turning point
Florence Schmit
Senior energy strategist invited as expert guest
Rabobank
Episode: Energy shock waves: From Hormuz to Russia
Andrick Payen
ACMR Grains and Oilseeds Analyst
Rabobank (RaboResearch Agri Commodities)
Episode: August WASDE: Trouble in the Black Sea
Oran van Dort
Lead cocoa analyst
Rabobank
Episode: Cocoa conversations: Cocoa strikes back
Sam Taylor
In-house expert in farm inputs
Rabobank
Episode: Is there a global food crisis coming?

Host

Carlos Mera
Rabobank host and lead figure in ACMR coverage (coffee and broader agri commodities).

Reviews

4.2 out of 5 stars from 30 ratings
  • Valuable Information

    Informative, valuable, tradable information

    Apple Podcasts
    5
    RichardRaphael
    United States4 years ago
  • What about HVO?

    Was surprised to hear no commentary on the impacts of renewable diesel (HVO) which appears to be the single largest factor in the US market today. This industry currently has capacity operating, under construction and planned that totals over 30 billion lb (soy oil equivalent). It has the potential to completely shift the fats and oils market dynamics in North America. HVO is increasingly being adopted by O&G Companies as the way to reach various governments’ carbon emission reduction mandate... more

    Apple Podcasts
    3
    JamesRea
    Canada6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests from Rabobank and guest analysts are generally well-regarded for market clarity.
Listeners value the data-driven, practical risk guidance for hedging and procurement.
Some listeners wish for broader coverage of emerging topics like renewable fuels (e.g., HVO) and their market impacts.
The show is seen as credible and comprehensive for agri commodity professionals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks
Q: Andrick, how do you see the corn market going forward, and what are the implications for the US and beyond?
Ending stocks in the US are tightening as yields and crop conditions disappoint relative to last year, while strong demand for animal feed, ethanol, and exports keeps the balance tight; attention will focus on outstanding sales and whether US exports can sustain pace, with potential knock-on effects from Brazil's saffrhinha planting and global export competition.
September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks
Q: Carlos, which global developments from these Wasde Report are likely to have the greatest impact on grain prices and international trade over the coming months?
The WASDE shows a modest global export bottleneck relief from the Black Sea, with higher production in some regions (Australia, Canada) and notable reductions in exports from Russia and Ukraine, leading to a tighter global balance and potential price support driven by the interplay of supply constraints and demand, especially around China and domestic US crush demand.
Coffee at a turning point
Q: Oran, you've been looking at similar price increases on the back of El Niño in Cocoa as well, right?
Yes, El Niño is driving significant price moves in multiple soft commodities, with cocoa showing sharp gains alongside coffee, reflecting broader weather risks and speculative positioning.
Coffee at a turning point
Q: Could you maybe elaborate on that?
Prices moved down until June and then rose about 20% as El Niño expectations and Brazil's wet-season issues affected quality and supply, while Vietnam's strong exports supported overall shipments and kept global balances relatively resilient.
Coffee at a turning point
Q: Carlos, how have these factors fared in the last year?
Tariffs on coffee are largely off the table, the EU deforestation rules are being clarified, Red Sea bottlenecks persist but with some relief in container capacity, and crops show signs of improvement in Vietnam and Brazil, leading to a small surplus in 25–26 and a larger surplus anticipated for 26–27.

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Frequently Asked Questions About RaboResearch Agri Commodities

What is RaboResearch Agri Commodities about and what kind of topics does it cover?

This program provides expert, data-driven analysis of global agricultural commodity markets, with a focus on how macro factors such as energy, geopolitics, weather, and policy shape prices, risk management, and procurement decisions. Episodes routinely explore energy-linked inputs (fertilizers, fuel), supply chain disruptions (Black Sea, Danube routes, Red Sea), and market fundamentals for crops like wheat, corn, soy, coffee, cocoa, and sugar, often featuring Rabobank analysts and guest researchers. Unique strengths include rapid-fire, scenario-based risk perspectives and practical implications for traders, buyers, and risk managers; the show also builds a narrative around geopolitical shocks and their cascading effects on agri markets, fro... more

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1. RaboResearch Food & Agribusiness North America
2. The HC Commodities Podcast
3. Macro Voices
4. Monetary Matters with Jack Farley
5. RaboResearch Food & Agribusiness Australia/NZ

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RaboResearch Agri Commodities launched 9 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on RaboResearch Agri Commodities?

Recent guests on RaboResearch Agri Commodities include:

1. Carlos Mera
2. Florence Schmit
3. Andrick Payen
4. Oran van Dort
5. Sam Taylor

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