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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 weeklyEpisodes775Founded10 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for RaboResearch Food & Agribusiness Australia/NZ

Latest Episodes

In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report. The conversation highlights a sector that continues to expand rapidly, driven by strong consumer... more

Attacks on Ukrainian and Russian ports have disrupted grain exports, moving grain prices up substantially. General Manager of RaboResearch – Australia/New Zealand Stefan Vogel and Senior Macro Strategist Ben Picton discuss the outlook for grains and ... more

In this episode, Jen Corkran and Emma Higgins explore the growing dairy-beef opportunity in New Zealand. From sexed semen and genetics to calf rearing, supply chain alignment, and the new Fonterra-Silver Fern Farms programme, they discuss how better ... more

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

Key Facts

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Recent Guests

Stefan Vogel
General Manager of RaboResearch for Australia and New Zealand
Rabobank
Episode: War escalations drive wheat and diesel prices higher
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
Jen Corkran
Senior Animal Proteins Analyst based in New Zealand
Rabobank
Episode: Is this the turning point for New Zealand sheepmeat?
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
Lucas Fees
Senior Analyst, Chicago office
Rabo Research
Episode: Revisiting the state of US dairy a year later
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?
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

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
#227
Ireland/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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this podcast launched 10 years ago and published 775 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. Stefan Vogel
2. Steve Nichols
3. Jen Corkran
4. Angus Gidley-Baird
5. Vítor Pistóia
6. Lucas Fees
7. Joe DeLaura
8. Charles Hart

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