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Artwork for RaboResearch Food & Agribusiness Australia/NZ

RaboResearch Food & Agribusiness Australia/NZ

Rabobank
Australia
China
New Zealand
Rabobank
Agriculture
Interest Rates
Brazil
Wheat
Cotton
Canola
Sustainability
Inflation
Tariffs
Dairy
United States
Reserve Bank Of Australia
Barley
Southeast Asia
Beef
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 weeklyEpisodes760Founded9 years ago
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Artwork for RaboResearch Food & Agribusiness Australia/NZ

Latest Episodes

In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline.

Disclaimer: Please refer to our global RaboResear... more

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from whe... more

Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that me... more

Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United... more

Key Facts

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Podcast Host
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Michael Every
Global Strategist based in Singapore
Rabobank
Episode: VIDEO: Remaking the world economy: America Perestroika and global trade
Lucas Fees
Senior Analyst, Chicago office
Rabo Research
Episode: Revisiting the state of US dairy a year later
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?
Andy Duff
Global sugar lead for Rabobank, based in Brazil
Rabobank
Episode: How much can sugar markets benefit from high oil prices?
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
Mick Harvey
Dairy and consumer market 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

Hosts

Ben Picton
Senior Market Strategist and episode host, Rabobank RaboResearch Australia/NZ
Paul Joules
Host and Commodities and Farm Inputs Analyst, Rabobank – RaboResearch Food & Agribusiness Australia/NZ
Stefan Vogel
Host and guide for Rabobank podcast discussions
Emma
Host guiding discussions with focus on NZ livestock, dairy markets; senior Rabobank analyst

Reviews

4.6 out of 5 stars from 84 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.

High-quality expertise; episodes are dense but actionable for industry players.
Strong coverage of input costs and policy shifts affecting farming margins.
Rigorous, expert perspectives that help sponsors understand industry needs.
Insightful, data-driven market context for agribusiness decisions.
Audience gets timely analyses linking macro events to farm-level impact.

Chart Rankings

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

Apple Podcasts
#99
Australia/Business/Investing
Apple Podcasts
#217
Australia/Business
Apple Podcasts
#33
New Zealand/Business/Investing
Apple Podcasts
#95
New Zealand/Business
Apple Podcasts
#224
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Are diesel prices squeezing Brazil's farm margins – and what does that mean for sugar prices?
Q: How have diesel prices reacted in Brazil since the war began, and what does this mean for farmers?
Diesel prices rose by roughly 25% on average across Brazil from January to April, with the biggest impacts in key farming states, translating into higher per-hectare costs for crops like soybeans, corn, and especially cane, and raising transport costs that can squeeze margins unless offset by policy actions or fertilizer dynamics.
Australia's food price problem
Q: How long do you think these cost pressures from fertilizers and other inputs will play out in retail prices?
We expect price pressures to come through gradually, with dairy seeing earlier pass-through (e.g., private-label milk increases in April) and a potential broader pass-through across the dairy aisle and branded products in the following months, while some categories may experience a slower pass-through depending on retailer pricing strategies and margin management.
Australia's food price problem
Q: So why don't we just dive right in? What do the March CPI results tell us about food inflation?
The March figures show food inflation around 3.1% year over year, with the overall CPI higher mainly due to broad inflation pressures; food inflation has been sticky for about ten months and is not the lead contributor to inflation but remains a persistent pressure across categories like red meat and outer meals.
The seasonal shift shaping New Zealand dairy and livestock markets
Q: How is dairy looking in terms of production and prices?
Dairy has been strong, with record February and March production contributing to a globally abundant milk supply while NZ prices remain elevated due to relative under-supply on the local export side and supportive demand; farmgate prices are holding with some softening in later segments but overall strength.
The seasonal shift shaping New Zealand dairy and livestock markets
Q: What has been happening with livestock movements and what's changing as we move into autumn?
Livestock have largely stayed on farm due to abundant pasture, enabling weight gain while keeping animals on hand, with a slow but increasing flow into processing as cooler days arrive and pasture growth slows.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About This Podcast

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

The program consistently centers on global agriculture, commodity markets, energy dynamics, and macroeconomic policy as they intersect with farming, trade, and food prices. Episodes often feature Rabobank researchers and external experts explaining how factors like fertilizer costs, diesel prices, weather patterns, and geopolitical tensions shape farm margins, production decisions, and consumer prices. A notable strength is the depth of sector-specific analysis paired with practical implications for farmers, traders, and policymakers, plus visible collaboration across a global Rabobank network. Listeners can expect data-driven insights, regional market updates (Australia, NZ, US, China, and Europe), and forward-looking commentary on policy,... more

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

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this podcast launched 9 years ago and published 760 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. Michael Every
2. Lucas Fees
3. Joe DeLaura
4. Andy Duff
5. Charles Hart
6. Vito Pistoia
7. Mick Harvey
8. Isobel Knight

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