RaboResearch Food & Agribusiness North America

RaboResearch Food & Agribusiness North Americ...

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Bad to Worse for Glyphosate

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 w ...  Show more

G&O Update

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

Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market

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. 

Commodity Supercycle Talk and Brazilian Corn Drops

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 ...  Show more

A Toast to Avocados

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

A Remarkable Year for Beef

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 ...  Show more

Cotton Across Hemispheres

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 & ...  Show more

USDA Report Surprises Commodities Markets

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. 

Strawberries Surge During Uncertain Times

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 s ...  Show more

Grains Rally Creates Feed Cost Challenges

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. 

Mid- and Post-Pandemic Beef Demand

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. 

Wild Markets and a Surprise Grains Rally 

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. 

The Year Ahead – The 2021 Commodity Outlook

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. 

Room for Optimism in Animal Protein Outlook

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.  

Election Uncertainty Impacts Markets and Cotton Rally Continues

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. 

Increased Competition and Demand for Quality in Blueberry Market

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. 

China Surprises, While Weather Uncertainty Hits Grains & Oilseeds

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 thi ...  Show more

Beef Bouncing Back from Initial Covid-19 Impact

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. 

Cotton Rallies and the Continuing Covid Impact

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. 

Trade Deal Implications and Acreage Report Surprises

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 disc ...  Show more

Dairy Industry Recovery and 2020 Second Half Projections

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 publ ...  Show more

Covid-19 Changes the Horticulture Labor & Workplace Landscape

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 sis ...  Show more

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

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 da ...  Show more

Row Crop Review

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 ...  Show more

Cotton Planting Amid Covid-19: Lessons from the US

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 ...  Show more

Rice and Sugar: Staples Riding Out the Coronavirus Storm?

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 re ...  Show more

Grains & Oilseeds in a Coronavirus World

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 coronavi ...  Show more

Covid-19 and the US Beef Market

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 ...  Show more

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

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 ...  Show more

Grain Production Profitability in a Low-Margin Outlook

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 marg ...  Show more