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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, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's RaboResearch Food & Agribusiness team has 85 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, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 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 – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
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Rabobank's RaboResearch Food & Agribusiness team has 85 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, coffee and cocoa.
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Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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US dairy dynamics and ripple effects on Oceanian dairy sectors
14:29
14:29
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US-based Senior Dairy Analyst for RaboResearch Lucas Fuess takes time to discuss the key takeaways from the knowledge-sharing events he's attended during his visit to Australia and New Zealand. There is plenty happening in the US dairy industry, with some ripple effects felt here. RaboResearch Disclaimer: Please refer to our Australian RaboResearch…
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USDA May WASDE – What is in it, and what does it mean for Australian farmers?
20:05
20:05
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Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton markets. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch discl…
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Recession risk, Trump’s objectives, and the beginning of a new world order
56:11
56:11
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Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world. Have a question, qualm, or story to tell, reach out via email: [email protected] Sign up to ac…
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Angus talking Angus: Update on the beef market from World Angus Forum's expo
22:04
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Recording at World Angus Forum's expo in Tamworth, RaboResearch Senior Animal Protein Analyst Angus Gidley-Baird speaks with relationship managers Duncan Whan from Armidale and Ivan Liley from Albury about the state of the cattle market in their regions and the evolution of the Angus breed. RaboResearch Disclaimer: Please refer to our Australian Ra…
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Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://…
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In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping the future of the wine business in the US and beyond. Contact us via email: [email protected] Sign up for our research via this link: Knowledg…
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What tight urea supplies mean for global prices and Australian farmers
12:25
12:25
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Join commodities and farm input analyst Paul Joules and senior grains & oilseeds analyst Vitor Pistoia as they dive into the key factors influencing urea prices. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.…
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Easter lamb feast – Australian and New Zealand lamb market update
21:41
21:41
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Angus Gidley-Baird and Jen Corkran talk through the current Australian and New Zealand lamb markets and a couple of things to look out for in the coming months. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.r…
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What will mandatory climate disclosures mean for Australian agriculture?
15:48
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Join Anna Drake and Pia Piggott as they discuss how Australia's mandatory climate-related financial disclosure regime could impact agriculture. Disclaimer: This publication is for information purposes only and is general in nature. The information is this publication is not legal advice, financial advice or accounting advice. The information and op…
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Do wine and spirits wholesalers need to be more like beer distributors?
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The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands,…
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Navigating the new US tariffs: Impacts on Australia's and New Zealand's economies and agriculture
12:44
12:44
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Join Vítor Pistóia and Ben Picton as they explore the recent US tariffs affecting numerous countries, including Australia and New Zealand. Announced on 'Liberation Day', these tariffs could have significant short- and long-term impacts on the global economy and many farming sectors, such as beef, sheepmeat, wool, grains, and cotton. RaboResearch Di…
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Grain, oilseed, and cotton update – US prospective plantings and geopolitics
16:28
16:28
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Join Vitor Pistóia and Paul Joules as they discuss the USDA's new report on US planting expectations, highlighting significant drops in cotton, wheat, and soybean area, and the impact of geopolitics and weather on global agricultural markets at the start of 2025. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at htt…
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Australia’s food market is embracing the new normal
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In this podcast Michael Harvey and Pia Piggott discuss how a chaotic period of disruption has transformed the Australian food market. They also get into some the considerations for suppliers in this new normal. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our Ne…
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Grain gains: Unlocking Australian export opportunities in Asia
19:14
19:14
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South and Southeast Asian demand for grains and oilseeds is growing, and Australia is well placed as a key exporter. The rising demand is on the back of population growth, growing GDP per capita, and geographical proximity. Nonetheless, new trade dynamics and local agricultural policies create some challenges that need to be addressed. RaboResearch…
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Global geopolitics, US tariffs, and the impact for Australia and New Zealand
23:10
23:10
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Jan Lambregts, Head of RaboResearch Global Economics & Markets, and Stefan Vogel, General Manager – RaboResearch Australia & New Zealand, discuss the changing geopolitical landscape, how US tariffs are a tool used way beyond just balancing trade, and how this might impact Australia’s and New Zealand’s food and agricultural sectors. RaboResearch Dis…
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Expo West 2025 review: Real food in the spotlight
29:24
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Like every year, RaboResearch visited Natural Products Expo West, one of the largest food trade shows in the US. In this episode of Consumer Foods to Go, analysts Tom Bailey, Nick Fereday, and JP Frossard share their observations of this year’s edition. In their view, with more “real food” and products with shorter ingredient lists, the 2025 Expo W…
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Latest spirits industry earnings: Trade wars, falling consumption, and excess inventories
56:47
56:47
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In this episode, we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, Becle, and MGP Ingredients). Alongside individual company results, we discuss the impacts of declining sales in the US, the surprising health of the European market, the challenges created by aging inventor…
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