Uncertainty, More Than The Weather, Clouds Planting Season RaboResearch Food & Agribusiness North America podcast

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Uncertainty, More Than the Weather, Clouds Planting Season

2 years ago 37:55

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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.

… continue reading

100 episodes

#Trading #Business #Mexico #Nam #Agribusiness #Canada #Food #Northamerica #Research #Rural #Wholesale #RaboResearch Food Agribusiness North America #Farm #Rabobanks #Sector #USA #RaboResearch

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Uncertainty, More Than the Weather, Clouds Planting Season

RaboResearch Food & Agribusiness North America

published 2 years ago

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Content provided by RaboResearch Food & Agribusiness North America. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RaboResearch Food & Agribusiness North America or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

… continue reading

100 episodes

#Trading #Business #Mexico #Nam #Agribusiness #Canada #Food #Northamerica #Research #Rural #Wholesale #RaboResearch Food Agribusiness North America #Farm #Rabobanks #Sector #USA #RaboResearch

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RaboResearch Food & Agribusiness North America

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G&O global roundup 16:55

48 weeks ago16:55

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.

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RaboResearch Food & Agribusiness North America

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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.

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RaboResearch Food & Agribusiness North America

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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.…

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RaboResearch Food & Agribusiness North America

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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.

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RaboResearch Food & Agribusiness North America

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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.…

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RaboResearch Food & Agribusiness North America

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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.

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RaboResearch Food & Agribusiness North America

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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.…

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RaboResearch Food & Agribusiness North America

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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.…

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RaboResearch Food & Agribusiness North America

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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?…

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RaboResearch Food & Agribusiness North America

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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?…

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RaboResearch Food & Agribusiness North America

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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.

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RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North America podcast artwork

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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.…

R

RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North America podcast artwork

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.…

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RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North America podcast artwork

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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.

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RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North America podcast artwork

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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.…

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