Best RaboResearch Agri Commodities Podcasts (2024)

1
Startups in food: A catch-up with Foodbytes on what's new 28:30

1M ago28:30

28:30

Half a decade ago, everyone in food was all over startups – young, exciting companies set to disrupt the food market. A lot has happened since, of course, including Covid and the inflation spike. Startups felt the impact of both, and there has been a bit of a funding crisis to boot. Still, a lot of startups are trying to bring new ideas to the food…

1
Innovation in private label – Live from PLMA's World of Private Label trade show 36:33

2M ago36:33

36:33

Once again, RaboResearch visited the Private Label Manufacturers Association's (PLMA) World of Private Label trade show in Amsterdam. This year, we interviewed visitors and exhibitors on the topic of innovation. Innovation is high on the agenda for anyone active in packaged foods. Brands have lost market share to private label, so they need to come…

1
The protein leverage hypothesis: Do we need to think differently about protein intake? 45:50

4M ago45:50

45:50

Professors David Raubenheimer and Stephen Simpson argue in their book, Eat Like the Animals, that over the course of recent decades the share of calories from protein in people's diets has declined (especially in the US). RaboResearch's Nick Fereday covered the topic in a recent report that generated quite some feedback. Therefore, we invited the p…

1
Expo West 2024 review: Exciting, optimistic, and realistic 30:31

4M ago30:31

30:31

Once again, RaboResearch visited Natural Products Expo West, one the largest food trade shows in the world with more than 3,500 exhibitors and more than 70,000 visitors. Tom Bailey, Nick Fereday, and Cyrille Filott together with Maria Castroviejo discuss their findings, including how the consumer is being enticed by new types of marketing, some nic…

1
The cocoa rally explained 14:38

5M ago14:38

14:38

The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then, prices have moved 20% higher! In this podcast, we discuss the factors contributing to this unpreced…

1
The challenges in measuring sustainability data 36:13

6M ago36:13

36:13

Sustainability is firmly on the food and agribusiness agenda. Companies in the sector are now moving from making a sustainability strategy to measuring and making changes in many aspects of the food system, but before making improvements, one has to establish a base. To discuss the challenges and opportunities, the team invited Hans de Gier, CEO of…

1
January 2024 WASDE: Disciplined consumers are rewarded 18:48

7M ago18:48

18:48

Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplies) of higher-than-expected production and weaker demand. Consumers who have been disciplined are now…

1
Grain & oilseed markets move south 16:33

8M ago16:33

16:33

Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harvests are set to outpace demand and pad stockpiles, encour…

1
Agri commodities: Increased supply meets weak demand 33:40

9M ago33:40

33:40

Every year the Consumer Foods-to-Go podcast provides an outlook for agri commodity prices, and this year is no different. Maria Castroviejo and Cyrille Filott interview Carlos Mera, Rabobank’s Head of Agri Commodity Markets Research, to discuss the outlook for key crops in 2024. Overall, the outlook is for slightly lower prices, but not for all com…

1
Ultraprocessed foods 35:11

9M ago35:11

35:11

Ultraprocessed foods are everywhere in the news. Some scientists are claiming that processed foods are bad for people’s health and that ultraprocessed foods are especially bad. It's time, therefore, for Maria Castroviejo and Cyrille Filott to dig deeper in the topic with the help of Rabobank Senior Analyst Nick Fereday. In this episode we explain u…

1
Bulls feed on old grain 12:09

10M ago12:09

12:09

The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both global production and trade trimmed.…

1
European Packaging Regulation Is Coming Your Way! 38:56

11M ago38:56

38:56

Soon EU regulation regarding packaging and packaging waste will become law. While we are likely to see amendments to the legislation, we believe it is good to start talking about the proposed regulation and its impact on food companies. We are not talking not only about more recycling, but also about the use of recycled content, for example in drin…

1
Innovation in Food Retail – The Perspective From Spar 34:56

11M ago34:56

34:56

Innovation is a constant in food retail. For this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott interview Sipke van der Werf, head of innovation at SPAR in the Netherlands. What is new in innovation in retail? What is a company like SPAR thinking about right now and with a five-year horizon? Obviously, growth and cost contro…

1
Softs Rally Hard 11:10

1y ago11:10

11:10

Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to specula…

1
The Future of Private Label – Live From the PLMA! 32:34

1y ago32:34

32:34

The Private Label Manufacturing Association (PLMA) trade show in Amsterdam is the largest private label event in the world. As always, the Rabobank consumer foods team pays a visit. And, like last year, we asked companies in attendance for their views. Last year we spoke mostly about challenges in the supply chain. This year we talked about the gai…

1
Consumer Foods-to-Go Goes Upstream – Regenerative Agriculture Explained 28:42

1y ago28:42

28:42

Regenerative agriculture is a holistic approach to improving farming practices. Many downstream food companies are talking about encouraging regenerative agriculture practices at the farm level. They do this for various reasons: to achieve emissions reduction goals, to provide better food in general, and to stay within planetary boundaries. In this…

1
April WASDE: USDA Cuts Argentine Yields 7:27

1+ y ago7:27

7:27

With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide the first estimates of the 202…

1
Nutri-Score and the Consumer’s Response: Not Always What You Would Expect! 35:46

1+ y ago35:46

35:46

Launched in 2017, Nutri-Score is a front-of-pack label to indicate a food product’s nutritional value. Quite a few food retailers and food companies have embraced Nutri-Score, but how consumers are responding to scores has remained unknown. In this podcast, Consumer Foods-to-Go interviews Elke Godden, a researcher who has explored this topic at the…

1
Consumer Foods to Go Reviews Expo West 2023: Key New Trends and Themes 30:49

1+ y ago30:49

30:49

Rabobank's Consumer Foods research team visited Natural Products Expo West in Anaheim, one of the largest food shows in the world. It's always fantastic to walk the floor and see new trends and products with your own eyes, and this year was no different! In this episode, the team shares their insights from the event together with hosts Cyrille Filo…

1
Foodservice in 2023: Consumer Uncertainty, Continued Cost Volatility 29:35

1+ y ago29:35

29:35

2022 may not have been the year the foodservice industry hoped for, but the post-Covid recovery was still quite strong. 2023 will be a year of continued uncertainty. Commodity prices are declining, but are still higher than in 2021. Consumers were fairly resilient in 2022, but it is unclear how they will behave in 2023 as economies may struggle to …

1
The Labor Market and Food Business: Continued Challenges Ahead 33:40

1+ y ago33:40

33:40

Deflation of input costs is happening across the food sector, but the cost of labor is actually going to increase... by a lot. There are two main drivers behind this increase: 1) a catch-up effect related to high inflation in 2022 and 2) low unemployment. Maria Castroviejo and Cyrille Filott quiz Rabobank economist Elwin de Groot on what may happen…

1
Year-end Wrap-up and Glimpse Into 2023 47:18

1+ y ago47:18

47:18

It is the time of the year to look back at 2022 and look toward 2023. Maria and Cyrille gathered the entire team of Consumer Foods analysts at RaboResearch to discuss the learnings from the year for the sector. And what a year it was! They also talk about next year. What should be on the corporate agenda? What will happen to sustainability? Anythin…

1
Outlook 2023: Tightening the Belt 13:37

1+ y ago13:37

13:37

Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricultural bull market. It could very well be the last. Rab…

1
Agri Commodities in 2023 and the Impact on Food Companies 39:42

1+ y ago39:42

39:42

In terms of prices and price volatility, 2022 was an incredible year for agri commodities. The conflict in Ukraine, adverse weather conditions, and currencies impacted prices a lot. What will happen in 2023? Maria Castroviejo and Cyrille Filott quiz Head of Agri Commodity Markets Research Carlos Mera on what's in store for 2023. They talk about the…

1
Resilience in Food 32:04

2y ago32:04

32:04

Resilience is the buzzword in the food sector. Companies are very focused, in the short term, on preserving margins by shifting resources around and by being very aware of input costs and pricing toward customers. Many of the challenges that are impacting performance in the short run will also be important factors in planning for the long run. Comp…

1
October 2022 WASDE: USDA Scissorhands 10:19

2y ago10:19

10:19

On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappear…

1
September WASDE: USDA’s Struggle Session 17:26

2y ago17:26

17:26

In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and co…

1
What’s Next – With Michael Every 39:05

2y ago39:05

39:05

Michael Every joined the Consumer Foods-to-Go podcast a couple of times before to discuss inflation and the impact of the war in Ukraine on the food sector. Due to popular demand, Cyrille Filott and Maria Castroviejo invited Michael back. During the podcast, Michael shares his (gloomy) outlook for the geopolitical landscape and how any shifts might…

1
Momentum 14:51

2y ago14:51

14:51

On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a supply standpoint, heavy heat across the US and Europ…

1
Ocean and Road Freight Outlook – Some Rays of Sunshine 28:00

2y ago28:00

28:00

Prices for transportation – across land and sea alike – skyrocketed in the last couple of years due to a boom in demand during the pandemic and, more recently, disruptions from the war in Ukraine. It's time to assess what might happen next. In this podcast, Maria Castroviejo and Cyrille Filott quiz analysts Xinnan Li and Viet Nguyen about what's ha…

1
Funds in the Sun 17:11

2y ago17:11

17:11

Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies. Fro…

1
Supply Chain Disruptions and Private Label – Dispatch From the PLMA Trade Show Floor 33:01

2y ago33:01

33:01

Manufacturers from around the globe gathered in Amsterdam at the end of May to showcase their products at the Private Label Manufacturers Association trade show. Sebastiaan Schreijen and Cyrille Filott were on the scene asking food & beverage producers about the hot topic of the moment: the supply chain. Sebastiaan and Cyrille asked five exhibitors…

1
A Conversation About Consumer Inflation 25:52

2y ago25:52

25:52

Maria Castroviejo and Cyrille Filott discuss how higher food prices impact the consumer right now and in the remainder of the year. They discuss what usually happens when disposable incomes shrink, and how this time, at least up to now, is different.

1
Growth in Foodservice Franchising Is To Be Found… in Europe! 31:43

2+ y ago31:43

31:43

During the pandemic, the branded chains were the ones taking share in foodservice. Most of these chains work with franchisees. These franchisees have become very professional over the years, and they generate quite a bit of cash. So what is in store for franchising now that Covid seems to be largely behind us? Cyrille Filott discusses this question…

1
Consumer Foods-to-Go Goes Expo West 32:02

2+ y ago32:02

32:02

Expo West is one of the largest food trade shows in the world, and after a two-year hiatus, it was back on the calendar in early March. The food industry went in droves to Anaheim, where the show is held. RaboResearch F&A was present as well, with three analysts in attendance: JP Frossard, Nick Fereday, and Tom Bailey. In this episode of Consumer F…

1
What the War in Ukraine Means for Food 35:35

2+ y ago35:35

35:35

The Ukraine conflict is, and will remain, headline news. The Consumer Foods-to-Go podcast has two goals: to bring the audience something new or to discuss something top of mind. To state the obvious – the war is top of mind for everyone, even for those in the food sector. As Rabobank is keen to provide perspectives, Maria Castroviejo and Cyrille Fi…

1
High G&O Prices Will Shrink China's Imports and Demand 16:25

2+ y ago16:25

16:25

Join Rabobank’s Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for China's feed demand.

1
What's New With F&A Startups? (Featuring FoodBytes!) 31:50

2+ y ago31:50

31:50

Before the pandemic there was a lot of talk about startups and how they were disrupting the food & agribusiness sector. Since then, the focus in the sector has been on the impact of Covid-19 and, more recently, inflation. Startups may have fallen below the headlines, but they are still very relevant. Startups still are developing and investing in d…

1
Foodservice Outlook 2022 24:00

2+ y ago24:00

24:00

The foodservice sector has gone through some massive changes in the last few years. Obviously, Covid hit the sector hard. But also new ways of working, the use of technology, and much higher costs are impacting the sector. So what do we expect for 2022? Consumer Foods-to-Go host Cyrille Filott interviews co-host and Senior Consumer Foods Analyst Ma…

1
The Ukraine Metacrisis and Its Impact on Agri Commodity Markets 15:51

2+ y ago15:51

15:51

Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the in…

1
Outlook 2022: What Do Food Investors Have on Their Mind? 32:40

2+ y ago32:40

32:40

It is always interesting to look at what is front of mind for investors in the food sector, in this case listed equities. Investors are important stakeholders for some food companies, and they might influence a company's strategic direction, if only by putting a valuation on it. Maria Castroviejo and Cyrille Filott interviewed Christian Graven, Foo…

1
Agri Commodities Outlook 2022, Part 2: Softs 11:38

2+ y ago11:38

11:38

Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coff…

1
Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds 15:22

2+ y ago15:22

15:22

Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in 2022 due to supply issues and strong demand. Looking ahead, the development of La Niña, high input costs and post-Covid demand threaten to keep supplies on th…

1
Rabobank’s Outlook for Commodities in 2022 31:24

2+ y ago31:24

31:24

2021 has been the year of inflation. Almost all line items of food companies' cost of goods sold increased substantially. The ingredients (the agri commodities) are a key component. As it is the time of the year to look forward, Maria Castroviejo and Cyrille Filott invited Carlos Mera, Head of Agri Commodity Market Research, to discuss the outlook …

1
Labor in Food – Whatever Happened to the Heroes? 32:19

2+ y ago32:19

32:19

Labor shortages are all over the news right now. Many shelves are empty because, in many parts of the food & agribusiness supply chain, workers are missing. The same shortages are seen in foodservice. In this episode of Consumer Foods-to-Go, Maria and Cyrille discuss the labor challenges with Rabobank economist Elwin de Groot. Topics discussed incl…

1
Halloween Special: More Tricks Than Treats 11:36

3y ago11:36

11:36

Join Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might send you running for the candy aisles.

1
The Consumer Foods-to-Go podcast reviews Anuga 25:22

3y ago25:22

25:22

RaboResearch went to Germany to attend Anuga, one of the largest food trade shows in the world. In this episode of the Consumer Foods-to-Go podcast, Maria Castroviejo, Cyrille Filott, and Marjolein Hanssen review Anuga and share their findings from the event. The three discuss the innovations that were noticed, the things that were missing, and gen…

1
Konbini – Lessons From Japanese Convenience Food 35:05

3y ago35:05

35:05

Consumer Foods-to-Go brings insights into the topics that should be top-of-mind for any food executive and the topics that should inspire us to think differently. This podcast falls into the latter category. We have always been fascinated by Japan and Japanese shopping and eating culture. In this episode, we explore konbini – convenience (food) sho…

1
Scope 3 in Scope 34:42

3y ago34:42

34:42

Climate change impacts business. Business impacts climate change. Many food companies are taking responsibility and setting targets to achieve lower emissions for their products in the near term and even zero emissions in the long run. Most of these emissions happen in companies' supply chains, outside of their direct control. The key challenge foo…

1
A Deep Dive Into the Current Logistical Challenges in Food 37:29

3y ago37:29

37:29

In this episode of Consumers Foods-to-Go, we put the food manufacturing plant in the middle and perform a deep dive into the logistical processes around it. There are two major streams: the goods coming into the factory and the goods leaving the factory for distribution centers. In both cases, we are witnessing much higher prices for logistics. Tog…

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RaboResearch Agri Commodities Podcasts

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