Raboresearch Food & Agribusiness North America

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.

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'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 this episode.

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.

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.

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 discuss a surprising USDA acreage report.

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 publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.

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 sister podcast RaboResearch F&A Australia & New Zealand

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 dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.

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 US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

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, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

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 retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.

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 coronavirus world.

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 the situation and how this might affect Australian and NZ beef exports.   This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

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 US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

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 margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project.  This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank’s Project Finance team.

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.

US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US’s biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor’s take on this and other issues in this month’s grain & oilseed episode.