
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
| Publishes | Weekly | Episodes | 100 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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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
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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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These podcasts share a similar audience with RaboResearch Agri Commodities:
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
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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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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