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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
Sustainability
Canola
Cotton
Inflation
Tariffs
Dairy
United States
Reserve Bank Of Australia
Barley
Southeast Asia
Export Markets
Beef

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 weeklyEpisodes772Founded10 years ago
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NewsInvestingBusinessBusiness News

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Artwork for RaboResearch Food & Agribusiness Australia/NZ

Latest Episodes

In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy ... more

In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season. While a delayed seasonal break and persistent dryness across parts of the East Coast rais... more

Emma Higgins and Jen Corkran review New Zealand's agricultural outlook, highlighting record dairy production, strong beef and lamb prices, and improving farm profitability. They discuss global supply and demand trends, ongoing fertiliser and input co... more

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices remain under pressure amid improving supply while phosphate and potash markets con... more

Key Facts

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Recent Guests

Ben Picton
Global Strategist
Rabobank
Episode: May official cash rate decision and New Zealand budget
Angus Gidley-Baird
Colleague from Rabobank discussing the Australian beef seasonal outlook
Rabobank
Episode: Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Vítor Pistóia
Grains and oil seeds analyst at Rabobank
Rabobank
Episode: Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
Michael Every
Global Strategist based in Singapore
Rabobank
Episode: VIDEO: Remaking the world economy: America Perestroika and global trade
Jen Corkran
Senior Agriculture Analyst
Rabobank
Episode: The seasonal shift shaping New Zealand dairy and livestock markets
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?

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
    Australia9 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
#89
Australia/Business/Investing
Apple Podcasts
#239
Australia/Business
Apple Podcasts
#53
New Zealand/Business/Investing
Apple Podcasts
#168
New Zealand/Business
Apple Podcasts
#178
Ireland/Business/Investing
Apple Podcasts
#226
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
Q: When should listeners watch for market-moving milestones in the season?
Key milestones include the US winter wheat conditions in May, the June flow into corn and canola harvests in North America, July development of Canada's crop, and then theSeptember-November pricing and input cost developments as fertilizer and energy prices evolve.
Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
Q: What scenarios did you model, and what would be the price implications if El Niño reduces rainfall?
The downside scenario assumes reduced rainfall in the East Coast, leading to lower yields and production (e.g., 18-20 million tonnes of wheat versus 28-30 million in better years), which would tighten domestic supply and likely support higher prices, particularly for wheat and barley, while pulses could see price relief later if exports are constrained elsewhere.
Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
Q: What are the key regional differences in planting decisions for 2026-27 and why?
Wheat area is forecast to fall about 20%, as growers shift to barley, canola, pulses, and pastures due to nitrogen cost pressures and dry East Coast conditions. Some states may see higher area for other crops while overall area declines. Fertilizer logistics and pricing strongly influence the crop mix and risk management decisions.
Australian 2026/27 winter crop forecast - Global and regional area contrasts shape production and prices
Q: As we head into the 2026-27 winter crop season, what are the macro backdrops shaping grower decisions?
The main factors are soft prices earlier in the season, high fertilizer costs, especially nitrogen, and the looming El Niño which could reduce rainfall and yields. These dynamics create a range of scenarios from favorable rainfall allowing higher yields to dry conditions that tighten supply and lift prices, with Canola potentially remaining more profitable due to its relatively better prices and lower nitrogen reliance.
Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Q: What are the central forces likely to drive cattle prices in 2026, and is there upside potential despite strong demand?
Prices are expected to hover around current levels because strong export demand and high slaughter volumes counterbalance each other, limiting significant upside while keeping prices supported. Producer and restocker dynamics will be nuanced by seasonal conditions and regional rainfall.

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?

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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2. Chanticleer
3. The Fin
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5. The Money Café with Alan Kohler

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this podcast launched 10 years ago and published 772 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 this podcast include:

1. Ben Picton
2. Angus Gidley-Baird
3. Vítor Pistóia
4. Michael Every
5. Jen Corkran
6. Lucas Fees
7. Joe DeLaura
8. Andy Duff

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