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Artwork for RaboResearch Food & Agribusiness Australia/NZ

RaboResearch Food & Agribusiness Australia/NZ

Rabobank
Australia
China
New Zealand
Agriculture
Rabobank
Interest Rates
Brazil
Wheat
Cotton
Sustainability
Canola
Inflation
Tariffs
Reserve Bank Of Australia
Barley
Dairy
Southeast Asia
United States
Export Markets
India

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, c... more

PublishesTwice weeklyEpisodes754Founded9 years ago
Number of ListenersCategories
NewsBusiness NewsBusinessInvesting

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Artwork for RaboResearch Food & Agribusiness Australia/NZ

Latest Episodes

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 ... more

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 glob... more

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 m... more

Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch's latest Semiannual Fertilizer Outlook, to discuss the key impacts of the Middle East crisis on global fertilizer markets.

D... more

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Recent Guests

Bruno Fonseca
Senior Economic Analyst, Rabobank São Paulo
Rabobank
Episode: Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Joe DeLaura
Energy Strategist based in New York
Rabobank, Energy Strategy
Episode: Diesel under pressure | How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?
Charles Hart
Head of sugar price forecasting, based in London
Rabobank
Episode: How much can sugar markets benefit from high oil prices?
Vito Pistoia
Grains and Fertilizer Analyst
Rabobank
Episode: The Iran conflict and Australian agribusiness: Where things stand after four weeks
Isobel Knight
Director of Proagtive, advisor on succession planning for farming families
Proagtive
Episode: RaboElevate Special: Succession Planning with Isobel Knight – Putting families in the driving seat
Lambert van Horen
Global expert on greenhouse horticulture and contributor to Rabobank research
Rabobank
Episode: A global greenhouse update
Michael Harvey
Senior Analyst in Consumer Foods and Dairy, Rabobank Melbourne office
Rabobank - RaboResearch
Episode: Blooming success: Australian horticulture breaks records
John Francis
From Agrista, expert in benchmarking for farmers
Agrista
Episode: RaboElevate Special: Benchmarking with John Francis – The power of turning data into information
Georgia Twomey
Rural manager down in Wagga
Rabobank
Episode: Can the Australian lamb market sustain these prices?

Host

Gus
Host of the RaboResearch Food & Agribusiness podcast

Reviews

4.6 out of 5 stars from 83 ratings
  • Best agribusiness podcast out there

    Love to keep up to date on the agri space with this podcast

    Apple Podcasts
    5
    wezleeeeeey
    Australia7 years ago
  • Highly recommend

    This podcast has been a great way for me to stay up to date with the what's happening in the market/s. Keep up the great job team!

    Apple Podcasts
    5
    Reubytuesday
    Australia8 years ago

Listeners Say

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

The quality of guests and discussions are frequently praised, highlighting the podcast's relevance to current issues.
Many find it valuable for keeping up-to-date with industry developments and trends.
Listeners appreciate the informative content and expert insights into the agribusiness sector.

Chart Rankings

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

Apple Podcasts
#72
Australia/Business/Investing
Apple Podcasts
#197
Australia/Business
Apple Podcasts
#39
Colombia/Business/Investing
Apple Podcasts
#75
New Zealand/Business/Investing
Apple Podcasts
#143
Netherlands/Business/Investing
Apple Podcasts
#178
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Revisiting the state of US dairy a year later
Q: What impact have lower prices for cheese and butter had on end-user demand and overall profitability for US dairy farmers?
Low price points in key dairy commodities spurred end-user demand and reformulation activity, helping to offset some margin pressure and, when combined with strong beef-on-dairy revenue, contributing to overall farm profitability in the near term.
Revisiting the state of US dairy a year later
Q: How has the surge in milk supply affected the product mix and what is the role of cheese processing capacity in shaping exports?
Processing capacity expansion, especially for cheese, has kept pace with greater milk supply, shifting product mix toward cheese and related dairy products, which in turn supports robust cheese exports and influences global pricing dynamics.
Revisiting the state of US dairy a year later
Q: What drove the strongest milk production growth in 2025 and how durable is that trend going into 2026 and beyond?
Growth was led by a substantial increase in herd size and continued improvements in yield per cow, supported by ongoing investment in dairy farming and capacity expansion in processing, with expectations of continued growth into 2026 and possibly 2027.
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Q: What should farmers expect in terms of affordability and demand in 2026?
Affordability is expected to remain very negative for nitrogen, phosphates, and potash, leading to meaningful reductions in demand (around 5% for urea, 7% for phosphates, and around 1% for potash) as farmers adjust cropping decisions and budgets to the higher input costs.
Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market
Q: How are countries responding to these shortages beyond Middle East tensions?
Countries are likely to implement protective policies like export bans or taxes to defend domestic supply, while importing nations seek alternative sources and strategic reserves, though such actions can exacerbate global price volatility.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focused on the food and agribusiness sectors, this show features insights from Rabobank analysts who specialize in various segments such as meat, dairy, and crop production. The discussions often center on market trends, sustainability issues, and economic factors influencing agriculture, providing a comprehensive overview that is likely to enhance listeners' understanding of current developments. Each episode delves into significant topics, from trade agreements affecting exports to the impact of dietary guidelines on consumption patterns, making it a valuable resource for industry professionals and stakeholders looking to stay informed in a rapidly changing landscape.

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These podcasts share a similar audience with this podcast:

1. Humans of Agriculture
2. Profitable Farmer
3. AgWatchers
4. Chanticleer
5. The Fin

How many episodes of this podcast are there?

this podcast launched 9 years ago and published 754 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 this podcast?

Recent guests on this podcast include:

1. Bruno Fonseca
2. Joe DeLaura
3. Charles Hart
4. Vito Pistoia
5. Isobel Knight
6. Lambert van Horen
7. Michael Harvey
8. John Francis

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