What Changing Demographics Mean for F&B Industries in Asia

What Changing Demographics Mean for F&B Indus...

Rabobank’s Project Acorn and the Benefit for Smallholder Farmers

Martine Jansen, Head of Supply of Project Acorn, joins Oscar Tjakra to discuss Rabobank’s new tech-driven, nature-based solution for carbon sequestration. 

2021 Indian Poultry, Dairy, and Animal Feed Industries Outlook

Shiva Mudgil joins Oscar Tjakra to discuss the outlook for the Indian poultry, dairy, and animal feed industries in 2021, while also looking at the progress of the Indian monsoon and its impact on domestic grain & oilseed production. 

Australian Winter Crop Planting Outlook and Its Impact on Southeast Asian G&O Importers

In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia. This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Australi ...  Show more

The Canola Files, Part 3: Golden Prices Flatten China’s Demand

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat. 

Grains, Oilseeds, and Pulses as Plant-Based Meat Ingredients: A Global Perspective

Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. How will this trend potentially affect the global grains, oilseeds, and pulses sectors? In this ...  Show more

The Future of Alternative Protein in Asia, Part 2: An Interview With Just Asia – Eat Just

Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Saurabh Bajaj, Asia CEO of Just Asia – Eat Just, shares his views on the current and future developments of alternative protein markets in Asia, what the key ...  Show more

The Future of Alternative Protein in Asia, Part 1: An Interview With Impossible Foods

Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Nick Halla, SVP International at Impossible Foods, shares his views on the current and future developments of alternative protein markets in Asia, what the k ...  Show more

2021 Demand Outlook for Southeast Asian Sugar and G&O

Charles Clack and Oscar Tjakra get together to discuss the 2021 demand outlook for Southeast Asian sugar and G&O, current high freight rates, and CO2 emissions from the shipping industry. 

The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils

Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia. 

Global Container Freight Rates Outlook and Its Impact on Agri Commodities Trade and Logistics in 2021

Xinnan Li, Matteo Iagatti, and Oscar Tjakra gather together to dissect the root causes of high global container freight rates and their impacts on global agri commodities trade. Rabobank clients can read the full report on the RaboResearch website. 

Bull Waves Don’t Break: What Rabobank’s Agri Commodity Market 2021 Outlook Means for Asia

Three of our analysts – Charles Clack, Oscar Tjakra, and Lief Chiang – join forces to dissect our 2021 global commodity outlook for grains & oilseeds, vegetable oils, and soft commodities. Covid-19, La Niña, and geopolitical tensions are all on the agenda, amid a relatively bulli ...  Show more

Asian Animal Protein Outlook for 2021

Asian animal protein markets saw a very challenging year in 2020, not only from the continuing impact of African swine fever, but also from disruptions due to Covid-19. In this podcast, we look into key global and local issues that will shape Asian animal protein production and c ...  Show more

Is China’s Demand for Beef Waning?

Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year. 

Oil Heats Up, and Farmers Get Cooking

Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be su ...  Show more

An Off-Premise Future for Foodservice

Cloud, dark, and ghost kitchens are a hot topic in foodservice boardrooms worldwide. Umesh Madhavan talks to Nicholas Mah, Asia-Pacific Regional Managing Director at Wingstop. How have his company’s experiences been so far? And what is his take on the future of foodservice and of ...  Show more

Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton

Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and ...  Show more

Will SE Asia Look for AU Wheat and Barley in 2020/21?

Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among ...  Show more

Shanghai Talking – A Local View of China’s Recovery From Coronavirus

Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take. 

Slow Recovery: Coronavirus Will Extend the Feed-Demand Hangover

China G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragile Chinese and global feed demand. Lief and Michael then consider the implications of coronavirus on China’s 'phase-one' trade deal complianc ...  Show more