Buy Nitrogen Now Or Wait? A Global View RaboResearch Food & Agribusiness North America podcast

16:55

The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer.

1
Changes keep coming – A look at grain & oilseed markets across the globe 55:32

1 year ago55:32

55:32

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.

1
Chaos or clutter? 25:51

1 year ago25:51

25:51

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.…

1
Worldwide wrap-up 1:00:03

1 year ago1:00:03

1:00:03

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.

1
Farm Input-palooza 18:32

1 year ago18:32

18:32

RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues.…

1
Tying up loose ends 38:29

2 years ago38:29

38:29

There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.

1
Talking Prices…and a Whole Lot More 41:36

2 years ago41:36

41:36

Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.…

1
It’s a Wild World 51:11

2 years ago51:11

51:11

The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.…

1
After the Storm – The Fertilizer Industry Charts Its Path After Disruption 29:30

2 years ago29:30

29:30

RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to meet sustainability goals?…

1
Blue Sky Blues 27:51

2 years ago27:51

27:51

Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?…

1
Wide World of Grain 46:10

2 years ago46:10

46:10

RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.

1
Uncertainty, More Than the Weather, Clouds Planting Season 37:55

2 years ago37:55

37:55

There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat, and more in this episode.…

1
Regional Banks Caught in a Storm 28:45

2 years ago28:45

28:45

Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen Wagner to talk about banks, looming economic uncertainty, and the outlook for row crop acres.…

1
Around the Row Crop World 49:29

2 years ago49:29

49:29

Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.

1
Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy 16:52

2 years ago16:52

16:52

Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footprint of supply chains.…

RaboResearch Food & Agribusiness North America

1
World Ag Expo: Living on Tulare Time 13:42

2 years ago13:42

13:42

The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare.

RaboResearch Food & Agribusiness North America

1
A New Year in G&O 39:26

2 years ago39:26

39:26

Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.

RaboResearch Food & Agribusiness North America

1
What’s Making the Grain & Oilseed World Go 'Round? 39:54

3 years ago39:54

39:54

Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market.

RaboResearch Food & Agribusiness North America

1
Summer Swoon 29:27

3 years ago29:27

29:27

RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring.

RaboResearch Food & Agribusiness North America

1
An Unsettled Picture in the Grains & Oilseeds World 25:28

3 years ago25:28

25:28

RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.…

RaboResearch Food & Agribusiness North America

1
Grain Markets and the Black Sea 20:36

3 years ago20:36

20:36

The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply.…

RaboResearch Food & Agribusiness North America

1
Black Sea Volatility for Grain Markets 24:01

3 years ago24:01

24:01

On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas. In the second half, Senior G&O Analyst Vito Martielli joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of its effect on agriculture.…

RaboResearch Food & Agribusiness North America

1
Drought in the Americas Might Upset the Canola Bears 15:39

3 years ago15:39

15:39

What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.…

RaboResearch Food & Agribusiness North America

1
Out of Stock: Update on F&A Logistics 21:00

3 years ago21:00

21:00

Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macro factors like labor and inflation contributed to a series of supply chain chaos.…

RaboResearch Food & Agribusiness North America

1
Packaging Problems 15:52

3 years ago15:52

15:52

An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long it might last, and what might be next for producers needing to ship their goods to market.…

RaboResearch Food & Agribusiness North America

1
Buy Nitrogen Now or Wait? A Global View 28:30

4 years ago28:30

28:30

As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia and New Zealand…

RaboResearch Food & Agribusiness North America

1
Bad to Worse for Glyphosate 26:02

4 years ago26:02

26:02

Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia & New Zealand…

RaboResearch Food & Agribusiness North America

1
G&O Update 16:45

4 years ago16:45

16:45

The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.

RaboResearch Food & Agribusiness North America

1
Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market 21:27

4 years ago21:27

21:27

Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.

RaboResearch Food & Agribusiness North America

1
Commodity Supercycle Talk and Brazilian Corn Drops 26:57

4 years ago26:57

26:57

Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.

RaboResearch Food & Agribusiness North America

1
A Toast to Avocados 14:21

4 years ago14:21

14:21

Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.

RaboResearch Food & Agribusiness North America

1
A Remarkable Year for Beef 21:31

4 years ago21:31

21:31

May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.

RaboResearch Food & Agribusiness North America

1
Cotton Across Hemispheres 27:56

4 years ago27:56

27:56

On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand

RaboResearch Food & Agribusiness North America

1
USDA Report Surprises Commodities Markets 29:51

4 years ago29:51

29:51

The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.

RaboResearch Food & Agribusiness North America

1
Strawberries Surge During Uncertain Times 14:16

4 years ago14:16

14:16

Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.

RaboResearch Food & Agribusiness North America

1
Grains Rally Creates Feed Cost Challenges 27:19

4 years ago27:19

27:19

A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.

RaboResearch Food & Agribusiness North America

1
Mid- and Post-Pandemic Beef Demand 20:40

4 years ago20:40

20:40

Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.

RaboResearch Food & Agribusiness North America

1
Wild Markets and a Surprise Grains Rally 21:22

4 years ago21:22

21:22

It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.

RaboResearch Food & Agribusiness North America

1
The Year Ahead – The 2021 Commodity Outlook 41:03

4 years ago41:03

41:03

2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.

RaboResearch Food & Agribusiness North America

1
Room for Optimism in Animal Protein Outlook 22:56

4 years ago22:56

22:56

When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode.

RaboResearch Food & Agribusiness North America

1
Election Uncertainty Impacts Markets and Cotton Rally Continues 25:49

5 years ago25:49

25:49

Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.

RaboResearch Food & Agribusiness North America

1
Increased Competition and Demand for Quality in Blueberry Market 15:53

5 years ago15:53

15:53

As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.

RaboResearch Food & Agribusiness North America

1
China Surprises, While Weather Uncertainty Hits Grains & Oilseeds 28:57

5 years ago28:57

28:57

China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.

RaboResearch Food & Agribusiness North America

1
Beef Bouncing Back from Initial Covid-19 Impact 22:31

5 years ago22:31

22:31

Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.

RaboResearch Food & Agribusiness North America

1
Cotton Rallies and the Continuing Covid Impact 20:46

5 years ago20:46

20:46

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.

RaboResearch Food & Agribusiness North America

1
Trade Deal Implications and Acreage Report Surprises 20:12

5 years ago20:12

20:12

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.…

RaboResearch Food & Agribusiness North America

1
Dairy Industry Recovery and 2020 Second Half Projections 23:32

5 years ago23:32

23:32

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.…

RaboResearch Food & Agribusiness North America

1
Covid-19 Changes the Horticulture Labor & Workplace Landscape 21:25

5 years ago21:25

21:25

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand…

RaboResearch Food & Agribusiness North America

1
Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook 21:32

5 years ago21:32

21:32

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.…

RaboResearch Food & Agribusiness North America

1
Row Crop Review 28:37

5 years ago28:37

28:37

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.…

RaboResearch Food & Agribusiness North America

1
Cotton Planting Amid Covid-19: Lessons from the US 21:56

5 years ago21:56

21:56

In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.…

RaboResearch Food & Agribusiness North America

1
Rice and Sugar: Staples Riding Out the Coronavirus Storm? 22:24

5 years ago22:24

22:24

Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.…

RaboResearch Food & Agribusiness North America

1
Grains & Oilseeds in a Coronavirus World 34:41

5 years ago34:41

34:41

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

RaboResearch Food & Agribusiness North America

1
Covid-19 and the US Beef Market 22:43

5 years ago22:43

22:43

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand…

RaboResearch Food & Agribusiness North America

1
Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics 23:07

5 years ago23:07

23:07

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand…

RaboResearch Food & Agribusiness North America

1
Grain Production Profitability in a Low-Margin Outlook 21:49

5 years ago21:49

21:49

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.…

RaboResearch Food & Agribusiness North America

1
Converting Waste to Revenue with Ultra Capital 31:07

5 years ago31:07

31:07

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project. This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank’s Project Finance team.…

RaboResearch Food & Agribusiness North America

1
Dairy Calves Get a Beef Makeover 10:07

5 years ago10:07

10:07

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

RaboResearch Food & Agribusiness North America

1
US-China: Phase One 14:00

5 years ago14:00

14:00

What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.

RaboResearch Food & Agribusiness North America

1
Getting Real: Row Crops in South America 37:00

5 years ago37:00