Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy
RaboResearch Food & Agribusiness North America
Release Date: 03/01/2023
G&O global roundup
RaboResearch Food & Agribusiness North America
The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer.
info_outline
Changes keep coming – A look at grain & oilseed markets across the globe
RaboResearch Food & Agribusiness North America
Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.
info_outline
Chaos or clutter?
RaboResearch Food & Agribusiness North America
2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.
info_outline
Worldwide wrap-up
RaboResearch Food & Agribusiness North America
Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.
info_outline
Farm Input-palooza
RaboResearch Food & Agribusiness North America
RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues.
info_outline
Tying up loose ends
RaboResearch Food & Agribusiness North America
There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.
info_outline
Talking Prices…and a Whole Lot More
RaboResearch Food & Agribusiness North America
Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.
info_outline
It’s a Wild World
RaboResearch Food & Agribusiness North America
The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.
info_outline
After the Storm – The Fertilizer Industry Charts Its Path After Disruption
RaboResearch Food & Agribusiness North America
RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to meet sustainability goals?
info_outline
Blue Sky Blues
RaboResearch Food & Agribusiness North America
Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?
info_outlineSustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footprint of supply chains.