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
Publishes | Infrequently | Episodes | 89 | Founded | 8 years ago |
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Categories | BusinessInvestingNewsBusiness News |
Join Carlos Mera and Charles Hart as they unpack the USDA’s June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month’s WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous,... more
The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have increased 109% over the last twelve months. Meanwhi... more
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
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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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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RaboResearch Agri Commodities launched 8 years ago and published 89 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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