Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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RaboResearch Podcasts
Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
…
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Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
28:48
28:48
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28:48
In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack the trends in grain yield and quality for the 2025/26 season and how market strategies may play out for an above-average crop. While large stocks pressure wheat and barley prices, the …
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1
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for November 2025
34:25
34:25
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34:25
Maria Castroviejo, Tom Bailey, and Cyrille Filott wrap up the month in food. They discuss a range of topics, including taxes in the UK, private label in the US, restaurants across the globe, and RaboResearch's agricultural commodities outlook. We expect to see some interesting moves in a few sectors, including coffee and cocoa. In the made-to-order…
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1
Semiannual fertilizer outlook: What's driving prices?
21:09
21:09
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21:09
Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaime…
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1
Wrapping up a record year for New Zealand beef and lamb and looking ahead to 2026
23:53
23:53
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23:53
Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026. Disclaimer: …
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1
Public spirits companies hope the worst is over
58:04
58:04
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58:04
Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company results, we discuss the broader impact of regulation on spirits sales, how long a transitory/cyclical …
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1
An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
21:54
21:54
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21:54
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations o…
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1
Global forces are impacting local prices: Grains and cotton in focus
14:25
14:25
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14:25
Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published …
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In this bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why it is important to recognise them and offers some tips on how to do it. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/discl…
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1
The five things that will make or break the craft spirits industry
1:00:19
1:00:19
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1:00:19
Craft spirits companies have seen an abrupt shift in fortune. Loaded with debt, rising cost of goods sold, and declining demand, many are struggling to survive. With help from our expert panel, we explore the greatest challenges craft distillers are facing and some of the financial and strategic decisions that could prove the difference between clo…
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1
The prices bite - food Inflation's new normal?
12:12
12:12
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12:12
RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the latest release from the Australian Bureau of Stastics. Is there relief for consumers, or is more sticker shock to come? Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rab…
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1
No more cuts? Reviewing the Reserve Bank of Australia's November decision
13:05
13:05
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13:05
Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate in the months ahead. Disclaimer: Please refer to our global RaboResearch discl…
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1
Global pulse outlook: Navigating the shifting pulse market
11:27
11:27
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11:27
In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down supply and demand trends, trade disruptions, and competitive pressures across key regions, including Canada, India, China, Europe, and Australia, offering a comprehensive view of how global dynamics are…
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1
Managing increased volatility in Australian livestock markets
26:06
26:06
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26:06
Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how it can be managed. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the sc…
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1
The strategic moment for dairy-beef in New Zealand
23:45
23:45
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23:45
Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players and why now is the time to act. With global case studies and practical takeaways, this episode is packed with insights for anyone along the dairy and beef value chain. Disclaimer: P…
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1
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for October 2025
40:50
40:50
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40:50
Consumer Foods-to-Go is back! Join Maria Castroviejo, Tom Bailey, and Cyrille Filott as they wrap up the month in food through both a podcast and a video. In this episode, they dive into the latest developments in the food sector, including key takeaways from their recent visit to Anuga – one of the world's largest food trade shows. They also discu…
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1
Outgunned and outspent: How independent RTD brands are gaining a foothold in the US
1:00:47
1:00:47
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1:00:47
The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing space in the beverage alcohol business. In this episode, Evan Burns, CEO at The Finnish Long Drink, a…
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In this episode, Pia Piggott speaks with Gonzalo Salinas about the latest global trends in table grape production and trade. Drawing from a recent RaboResearch table grape report, they explore how key markets are evolving, which countries are leading the export race, and what the future holds for growers and in the table grape sector. Disclaimer: P…
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1
Australian 2025/26 winter crop production: Another year of robust harvests, but prices fail to keep pace
17:33
17:33
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17:33
In this episode, RaboResearch analysts Paul Joules and Vitor Pistoia discuss the outlook for Australia's 2025/26 winter crop season. They unpack production figures, regional weather impacts, and price expectations for wheat, barley, canola, and pulses, as well as farm inputs. Disclaimer: Please refer to our global RaboResearch disclaimer at https:/…
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