Episodios

  • US biofuel mandates and global oilseed markets: a geopolitical deep dive
    Jul 14 2025

    Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    27 m
  • RBA and RBNZ July interest rates review
    Jul 10 2025

    Join Jen Corkran and Ben Picton as they dissect the RBA and RBNZ’s July interest rate decisions. Jen and Ben discuss what’s keeping central bankers in each country up at night and what we can expect in the months ahead for interest rates.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    16 m
  • Australian economic statecraft: Old ideas for a new era
    Jul 3 2025

    Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    20 m
  • Global avocado outlook: Growth regions and shifting trade flows
    Jun 30 2025

    Join Anna Drake and David Magaña as they discuss the latest dynamics and developments in global avocado markets.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    22 m
  • The Grand Macro Strategy behind US tariffs and military action in Iran
    Jun 27 2025

    Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    18 m
  • Oceania milk price signals for 2025/26
    Jun 25 2025

    Emma Higgins and Michael Harvey discuss the outlook for farmgate milk prices in New Zealand and Australia as we enter the 2025/26 season and the global market fundamentals that are shaping them.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    19 m
  • How the Middle East conflict is impacting urea prices in Australia and New Zealand
    Jun 20 2025

    Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, and farm inputs analyst Paul Joules as they explore how the escalating conflict in the Middle East could impact urea prices in Australia and New Zealand.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    20 m
  • Following the Brahman trail through the Northern Territory – an update on the northern cattle industry
    Jun 15 2025

    Angus Gidley-Baird presented at the Australian Brahman Breeders Association conference in Katherine, NT in late May, and in this podcast, he chats with Rural Manger Barry Gerschwitz about the northern cattle market and the role that Brahman cattle play in the region.

    RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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    21 m