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RaboResearch Agri Commodities

Rabobank RaboResearch Food & Agribusiness

Rabobank's RaboResearch Food & Agribusiness team has 85 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, c... more

PublishesWeeklyEpisodes87Founded7 years ago
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Artwork for RaboResearch Agri Commodities

Latest Episodes

The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then,... more

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a month ago

Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplie... more

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2 months ago

Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers t... more

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4 months ago

The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat ma... more

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5 months ago

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Reviews

4.2 out of 5 stars from 28 ratings
  • Valuable Information

    Informative, valuable, tradable information

    Apple Podcasts
    5
    RichardRaphael
    United States2 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
    Canada4 years ago

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