Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
RaboResearch Food & Agribusiness Australia/NZ
Release Date: 02/01/2026
Australian agribusiness outlook 2026
RaboResearch Food & Agribusiness Australia/NZ
Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, year for most regions and commodities, placing many businesses in a better position heading into an uncertain 2026. In this episode, RaboResearch's Australia team discusses the economic and commodity outlook for Australia and concludes: ‘While geopolitics is definitely setting the tone for 2026 and there remains the ever present uncertainty with trade and weather, Australian producers should feel confident they are in a strong position to...
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Will Brazilian corn farmers be the biggest price headache for Australian sugar producers?!
RaboResearch Food & Agribusiness Australia/NZ
In recent years, Brazil’s corn ethanol output has expanded to well over one-quarter of the country’s total ethanol production. With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output. From 2026 onward, and likely for the following five years, Brazil’s ethanol market appears well supplied. For sugar producers, this reduces the flexibility to divert larger volumes of sugarcane into ethanol production when sugar prices are low. Andy Duff, Head of RaboResearch Food &...
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New Zealand agribusiness outlook 2026: Playing on the new global board
RaboResearch Food & Agribusiness Australia/NZ
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness. Emma Higgins and Jen Corkran break down the big forces, sector outlooks, and developments farmers, growers and industries should watch as the year unfolds. 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 fiercely will mighty Brazil’s agricultural exports compete with Australia and New Zealand in 2026?
RaboResearch Food & Agribusiness Australia/NZ
For many years, Brazil has been a major exporter of a wide range of agricultural commodities. This competitiveness puts pressure on export markets in Australia and New Zealand, ultimately influencing prices at the farmgate. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the 2026 outlook for Brazilian agricultural commodities and the resulting impacts on New Zealand and Australia with Stefan Vogel, General Manager of RaboResearch Australia & New Zealand. Disclaimer: Please refer to our global RaboResearch disclaimer at for information...
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Sustainability insights from US producers
RaboResearch Food & Agribusiness Australia/NZ
In this episode, Pia Piggott speaks with Eric Gibson, Crop Production Sustainability Analyst, and Charlotte Talbott, Animal Agriculture Sustainability Analyst, about their latest report, Straight From the Field, looking at sustainability insights from US beef, dairy, and crop producers. 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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Factors shaping the future of EU milk supply
RaboResearch Food & Agribusiness Australia/NZ
According to the recent RaboResearch report Adapting to change: Strategies for EU dairy processors amid milk supply decline, EU milk supply is projected to fall over the medium term. Michael Harvey chats with author and Senior Dairy Analyst Tom Booijink to discuss the drivers of the expected contraction and what it means for global dairy markets. 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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Energy transition and feedstock demand in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
RaboResearch Food & Agribusiness Australia/NZ
Europe’s energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe’s biofuel sector. In this episode, Global Energy Transition Strategist Susan Hansen, who is based in the Netherlands, unpacks these trends in a conversation with 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 podcast.
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New Chinese beef import quotas and their impact on Australia and New Zealand
RaboResearch Food & Agribusiness Australia/NZ
On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications for the Australian and New Zealand beef industries. 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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Global wine and beer outlook with RaboResearch Global Strategist Steve Rannekleiv
RaboResearch Food & Agribusiness Australia/NZ
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative drinks like hard seltzers and ready-to-drink cocktails, as well as cannabis. In this podcast, US-based Global Beverages Strategist Steve Rannekleiv unpacks these trends in a conversation with 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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Global geopolitical outlook with RaboResearch Global Strategist Michael Every
RaboResearch Food & Agribusiness Australia/NZ
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand, Australia, and the world. In this podcast, Asia-based Global Strategist Michael Every unpacks these trends with 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 podcast.
info_outlineIn recent years, Brazil’s corn ethanol output has expanded to well over one-quarter of the country’s total ethanol production. With additional projects expected to come on line over the next three to five years, corn ethanol is likely to account for more than one-third of national ethanol output. From 2026 onward, and likely for the following five years, Brazil’s ethanol market appears well supplied. For sugar producers, this reduces the flexibility to divert larger volumes of sugarcane into ethanol production when sugar prices are low. Andy Duff, Head of RaboResearch Food & Agribusiness – South America, discusses the implications for sugar supply and prices with Stefan Vogel, General Manager of RaboResearch Australia and New Zealand.
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 on the podcast.