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Artwork for RaboResearch Food & Agribusiness Australia/NZ

RaboResearch Food & Agribusiness Australia/NZ

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

Delivering expert market analysis and practical insights for clients, industry, and agribusiness professionals, RaboResearch Food & Agribusiness Australia & New Zealand podcasts explore the key forces shaping food and agribusiness. Covering agricultural commodities from animal protein and dairy to grains and oilseeds, cotton, and horticulture, as well as farm inputs, consumer foods, economics, and... more

PublishesTwice weeklyEpisodes781Founded10 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for RaboResearch Food & Agribusiness Australia/NZ

Latest Episodes

Oskar Mitchell is joined by Bruno Fonseca, RaboResearch's Senior Farm Inputs Analyst in Brazil and lead author of the Semiannual Fertiliser Outlook. Together, they explore the major supply, demand, and geopolitical factors driving global fertiliser m... more

Michael Harvey is joined by Tom Booijink from the European team to discuss the release of the Global Dairy Top 20 report and to explore the major shifts shaping the world's largest dairy companies.

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

Recently, we have seen new quotas come into effect, tariffs removed, and trade volumes shift in global markets. With so much of Australia and New Zealand's beef sold into these markets, it has the potential to reshape markets and influence prices. In... more

There has been a bit of a change in market expectations surrounding the RBA cash rate in recent days, so what gives? Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the... more

Key Facts

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Recent Guests

David Magaña
Global avocado report lead author, from North American business
Rabobank
Episode: Avocados go global: supply expansion and market diversification
Stefan Vogel
General Manager of RaboResearch for Australia and New Zealand
Rabobank
Episode: War escalations drive wheat and diesel prices higher
Vítor Pistóia
Guest analyst focusing on global fertilizer markets
Rabobank, RaboResearch
Episode: Global fertiliser markets: from geopolitical volatility to raw material constraints
Steve Nichols
Global and North American grain expert; fertilizer issues specialist
Rabobank - US/Global agribusiness team
Episode: How shifting acreage on US farms might impact Australian prices
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
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
Chenjun Pan
China market analyst, Rabobank
Rabobank
Episode: China sends ripples through global beef markets
Joe DeLaura
Energy Strategist at Rabobank
Rabobank
Episode: Diesel under pressure: How will the closure of Hormuz impact fuel supply and inflation in New Zealand and Australia?

Hosts

Emma Higgins
Senior Agriculture Analyst and host covering dairy and broader agribusiness
Jen Corkran
Host and Senior Animal Proteins Analyst (NZ)
Angus Gidley-Baird
Colleague from Rabobank discussing beef market outlook

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.

Deep-dive insights with practical implications for farming operations.
Consistent expert perspectives, though occasionally dense for casual listeners.
Strong industry context, helpful for understanding price drivers and risks.
Clear, data-driven market updates that help plan trading strategies.

Chart Rankings

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

Apple Podcasts
#61
Australia/Business/Investing
Apple Podcasts
#150
Australia/Business
Apple Podcasts
#43
New Zealand/Business/Investing
Apple Podcasts
#119
Netherlands/Business/Investing
Apple Podcasts
#141
New Zealand/Business
Apple Podcasts
#176
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Avocados go global: supply expansion and market diversification
Q: Just on the supply story and the supply growth, you've talked about the important role Mexico plays, but broadly speaking, what is the supply story here globally?
globally, the avocado supply remains structurally expanding, with Mexico and Peru as dominant exporters; diversification is increasing among other countries, which reduces the risk of a global shortage but raises the likelihood of regional supply imbalances and price volatility as El Niño and other factors influence different regions differently.
Palm oil outlook to 2031: Structural tightness to keep prices elevated
Q: So, Oscar, enlighten us, what is the key takeaway from the report and why palm oil is so important?
The palm oil story hinges on its superior productivity per hectare, leaving supply tight versus growing demand. Aging trees, slow replanting, and land-use changes constrain output, while biodiesel mandates and rising demand keep inventories on a declining trajectory for several years, supporting higher prices.
July official cash rate decision, Hormuz memorandum of understanding, and rates outlook for New Zealand
Q: What was your quick read on the decision and what stood out most for you?
The decision was unanimous, signaling a stronger consensus on higher rates ahead, and markets had already priced in much of the move, though there was some impatience about the pace, given ongoing inflation risks tied to oil, geopolitics, and commodity prices.
War escalations drive wheat and diesel prices higher
Q: So what explains the recent price moves in wheat beyond just global production?
The hosts indicate that price movements are heavily influenced by logistics and supply chain disruptions—attacks on ports, shifts in export routes, and the ability to reroute grain—rather than pure production shortfalls.
Global fertiliser markets: from geopolitical volatility to raw material constraints
Q: So, looking at that global fertilizer market then, what do you think is the overall sentiment in that global fertilizer market at the moment?
Previously the market showed relief that raw materials and volumes could move, but now the signals are mixed with demand destruction in some areas and potential price support in others, depending on sulfur and ammonia availability and South American demand upcoming.

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?

This program delivers market analysis and practical insights for professionals in farming, agribusiness, and commodities. Episodes consistently cover agriculture supply chains, pricing dynamics, trade flows, and macro drivers like geopolitics, weather, and policy shifts, with frequent deep dives into grains, dairy, beef, oilseeds, and fertilizer markets. A notable strength is the team's ability to translate complex global developments into actionable implications for producers, traders, and investors, often featuring on-the-ground regionals and expert geopolitical context. The format tends to blend data-driven forecasting with scenario planning, helping listeners assess risk, plan for input costs, and navigate seasonal cycles across Austral... more

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2. AgWatchers
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this podcast launched 10 years ago and published 781 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. David Magaña
2. Stefan Vogel
3. Vítor Pistóia
4. Steve Nichols
5. Angus Gidley-Baird
6. Michael Every
7. Jen Corkran
8. Chenjun Pan

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