RaboResearch Food & Agribusiness North America

Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

G&O global roundup 07/01/2024

G&O global roundup The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer. /episode/index/show/rabofoodagri-na/id/31958082

Changes keep coming – A look at grain & oilseed markets across the globe 04/25/2024

Changes keep coming – A look at grain & oilseed markets across the globe 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. /episode/index/show/rabofoodagri-na/id/30730053

Chaos or clutter? 12/29/2023

Chaos or clutter? 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. /episode/index/show/rabofoodagri-na/id/29199563

Worldwide wrap-up 12/18/2023

Worldwide wrap-up 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. /episode/index/show/rabofoodagri-na/id/28824253

Farm Input-palooza 12/01/2023

Farm Input-palooza 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. /episode/index/show/rabofoodagri-na/id/28806723

Tying up loose ends 10/31/2023

Tying up loose ends 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. /episode/index/show/rabofoodagri-na/id/28472849

Talking Prices…and a Whole Lot More 10/02/2023

Talking Prices…and a Whole Lot More 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. /episode/index/show/rabofoodagri-na/id/28179032

It’s a Wild World 08/16/2023

It’s a Wild World 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. /episode/index/show/rabofoodagri-na/id/27768099

After the Storm – The Fertilizer Industry Charts Its Path After Disruption 07/19/2023

After the Storm – The Fertilizer Industry Charts Its Path After Disruption 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? /episode/index/show/rabofoodagri-na/id/27506505

Blue Sky Blues 06/28/2023

Blue Sky Blues 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? /episode/index/show/rabofoodagri-na/id/27309357

Wide World of Grain 05/19/2023

Wide World of Grain RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe. /episode/index/show/rabofoodagri-na/id/26888376

Uncertainty, More Than the Weather, Clouds Planting Season 05/02/2023

Uncertainty, More Than the Weather, Clouds Planting Season There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat, and more in this episode. /episode/index/show/rabofoodagri-na/id/26706792

Regional Banks Caught in a Storm 03/20/2023

Regional Banks Caught in a Storm Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen Wagner to talk about banks, looming economic uncertainty, and the outlook for row crop acres. /episode/index/show/rabofoodagri-na/id/26261673

Around the Row Crop World 03/06/2023

Around the Row Crop World Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico. /episode/index/show/rabofoodagri-na/id/26118666

Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy 03/01/2023

Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy Sustainability 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. /episode/index/show/rabofoodagri-na/id/26078838

World Ag Expo: Living on Tulare Time 02/09/2023

World Ag Expo: Living on Tulare Time The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare. /episode/index/show/rabofoodagri-na/id/25866054

A New Year in G&O 01/26/2023

A New Year in G&O Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023. /episode/index/show/rabofoodagri-na/id/25724838

What’s Making the Grain & Oilseed World Go 'Round? 11/02/2022

What’s Making the Grain & Oilseed World Go 'Round? Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market. /episode/index/show/rabofoodagri-na/id/24807084

Summer Swoon 08/15/2022

Summer Swoon RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring. /episode/index/show/rabofoodagri-na/id/23956107

An Unsettled Picture in the Grains & Oilseeds World 05/27/2022

An Unsettled Picture in the Grains & Oilseeds World RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on. /episode/index/show/rabofoodagri-na/id/23247497

Grain Markets and the Black Sea 03/24/2022

Grain Markets and the Black Sea The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply. /episode/index/show/rabofoodagri-na/id/22549688

Black Sea Volatility for Grain Markets 02/24/2022

Black Sea Volatility for Grain Markets On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas. In the second half, Senior G&O Analyst Vito Martielli joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of its effect on agriculture. /episode/index/show/rabofoodagri-na/id/22218239

Drought in the Americas Might Upset the Canola Bears 02/18/2022

Drought in the Americas Might Upset the Canola Bears What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo. /episode/index/show/rabofoodagri-na/id/22178333

Drought in the Americas Might Upset the Canola Bears 02/18/2022

Out of Stock: Update on F&A Logistics 01/31/2022

Out of Stock: Update on F&A Logistics Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macro factors like labor and inflation contributed to a series of supply chain chaos. /episode/index/show/rabofoodagri-na/id/21851855

Packaging Problems 11/29/2021

Packaging Problems An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long it might last, and what might be next for producers needing to ship their goods to market. /episode/index/show/rabofoodagri-na/id/21272306

Buy Nitrogen Now or Wait? A Global View 10/28/2021

Buy Nitrogen Now or Wait? A Global View As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts and /episode/index/show/rabofoodagri-na/id/20958797

Bad to Worse for Glyphosate 10/07/2021

Bad to Worse for Glyphosate Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts and /episode/index/show/rabofoodagri-na/id/20735933

G&O Update 09/02/2021

G&O Update The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton. /episode/index/show/rabofoodagri-na/id/20288456

RaboResearch Food & Agribusiness North America

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