Advertise on podcast: RaboResearch Food & Agribusiness Australia/NZ

Agriculture Analyst Paul Joules chats with Bruno Fonseca, Senior Farm Inputs Analyst and recent lead author of RaboResearch's latest Semiannual Fertilizer Outlook, to discuss the key impacts of the Middle East crisis on global fertilizer markets.   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. 

In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on the ground. The discussion looks at seasonal conditions and shifting area decisions, alongside the growing impact of high input costs, particularly nitrogen fertiliser, on crop choice and margins.   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. 

One year on from his visit Down Under, US-based RaboResearch Senior Dairy Analyst Lucas Fuess reconnects with RaboResearch Australia's Senior Dairy Analyst Michael Harvey to take stock of how the US dairy sector has evolved and what it means for Australia and New Zealand. Their conversation revisits the structural themes identified during Lucas' earlier tour of Australia and New Zealand and explores how those insights stack up against developments in the US dairy sector today.   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. 

RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates, and currencies.   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. 

RaboResearch Global Energy Strategist Joe DeLaura unpacks diesel supply chain disruptions stemming from tensions at the Strait of Hormuz. While global crude prices have been highly volatile, diesel prices in Australia and New Zealand remain elevated to attract the needed import volumes. RaboResearch Economic Strategist Ben Picton explains the implications for inflation, consumers, interest rates, and currencies.   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. 

Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based in Brazil, and Charles Hart, Senior Commodity Analyst in London, for a truly global discussion of the sugar market outlook. How much do high oil prices translate into higher Brazilian gasoline prices, and by how much will Brazilian sugar mills switch from sugar production to ethanol? What other fundamental factors are driving the global sugar surplus in 2026? Tune in to find out!   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. 

Australia's farm sector is feeling the ripple effects of the escalating Middle East conflict. In this episode, Stefan Vogel leads a discussion with the team on the latest energy and fertiliser supply shocks – and how they are pushing up input costs and squeezing margins for Australian growers.   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. 

Michael Harvey and Lambert van Horen discuss the latest global greenhouse trends, highlighting shifts in supply, demand, and cost structures across major horticultural regions. They explore how energy prices, sustainability pressures, and evolving consumer behaviour are reshaping investment decisions for growers worldwide.   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. 

No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's Skye Ward sits down with Isobel Knight from Proagtive, drawing on her 25 years of experience working with farming families in succession planning. From how to start the process, to creating the appropriate forum for these discussions, Isobel shares why structure and communication are key – and how, in her experience, these conversations can actually deepen family relationships.     Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.  

Jan Lambregts, Head of Global Economics Research for Rabobank, discusses the impact of the war in Iran and wider geopolitical implications on Australia's and New Zealand's economy and agriculture.    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. 

The Australian Horticulture Statistics Handbook 2024/25 has been released, providing an ideal opportunity for Michael Harvey and Jen Corkran to reflect on the key trends shaping the industry. The report offers a snapshot of the sector's performance and highlights broad-based strength across the sector, with several categories achieving record growth.    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. 

In this third episode of our six-part RaboElevate series, Dr Robin Stonecash sits down with John Francis from Agrista to talk about benchmarking in farm businesses. With more than 30 years in the game, John shares how the top producers he works with use benchmarking to turn their raw farm and financial data into meaningful information. And how this process helps shift from reactionary to anticipatory decision-making to help stay ahead of the game.   Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.

Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs.   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. 

In this episode, RaboResearch analysts Vítor Pistóia and Ben Picton unpack the relevance of the recent conflict involving Iran and the wider Persian Gulf. They explore how heightened regional risk could affect energy and agricultural supply chains and what this means for farm input costs and inflation.    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. 

Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, and the milk price is more stable. Michael Harvey and Emma Higgins discuss a tale of two dairy markets Down Under.     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.