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A US dairy perspective on Down Under

RaboResearch Food & Agribusiness Australia/NZ

Release Date: 06/05/2025

Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson show art Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson

RaboResearch Food & Agribusiness Australia/NZ

Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key fundamentals and the geopolitical forces shaping fertilizers and agrochemicals. He also explores the latest trends in machinery, the transformative role of artificial intelligence, and global developments in farmland values. Joining him for this discussion is Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information...

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Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson show art Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson

RaboResearch Food & Agribusiness Australia/NZ

2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling. In this podcast, US-based Global Grain & Oilseed Strategist Steve Nicholson shares his perspective on grain market fundamentals, key points to watch, geopolitical influences, biofuel trends, farm subsidies, and margin outlooks. Joining him is Stefan Vogel, General Manager of RaboResearch Australia & New Zealand.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the...

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Diving into seafood: 2026 outlook show art Diving into seafood: 2026 outlook

RaboResearch Food & Agribusiness Australia/NZ

In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma on the outlook for global seafood markets in 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast. 

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Lessons learned from Agritechnica 2025 show art Lessons learned from Agritechnica 2025

RaboResearch Food & Agribusiness Australia/NZ

Join Paul Joules as he chats with Doriana Milenkova, Senior RaboResearch Analyst – Farm Inputs and Sugar, and Barend Bekamp, Senior RaboResearch Analyst – Food and Agriculture, about the key insights and themes from their visit to Europe’s leading agritech trade show, Agritechnica 2025.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast. 

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How weight loss drugs drive change in the food and agriculture sector show art How weight loss drugs drive change in the food and agriculture sector

RaboResearch Food & Agribusiness Australia/NZ

Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vogel, General Manager RaboResearch – Australia and New Zealand, and Julia Buech, Senior Consumer Foods Analyst, as they discuss the implications and strong changes these trends bring to the food industry – all the way to farm products like sugar, meat, and fresh produce.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the...

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The only way is up? Reviewing the Reserve Bank of Australia's December decision show art The only way is up? Reviewing the Reserve Bank of Australia's December decision

RaboResearch Food & Agribusiness Australia/NZ

Join RaboResearch’s Senior Market Strategist Ben Picton as he unpacks the RBA’s December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making?   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast. 

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Australian almond outlook – Replanting for growth beyond 2030 show art Australian almond outlook – Replanting for growth beyond 2030

RaboResearch Food & Agribusiness Australia/NZ

In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast.    

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Agri commodity outlook 2026: Sugar show art Agri commodity outlook 2026: Sugar

RaboResearch Food & Agribusiness Australia/NZ

In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast. 

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Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing show art Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing

RaboResearch Food & Agribusiness Australia/NZ

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 direction of the canola market hinges on geopolitics.    Disclaimer: Please refer to our global RaboResearch disclaimer at  for information about the scope and limitations of the material published on the podcast. 

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Semiannual fertilizer outlook: What's driving prices? show art Semiannual fertilizer outlook: What's driving prices?

RaboResearch Food & Agribusiness Australia/NZ

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  for information about the scope and limitations of the material published on the podcast. 

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More Episodes

In this episode, senior dairy analysts Emma Higgins and Lucas Fuess share some of the key highlights from their recent tour across New Zealand. From discussions on US dairy growth to the interplay with New Zealand, Lucas offers insights into the US dairy industry.

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.