Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this the reset the sector's been waiting for? They also unpack what's next – from winter slowdown to spring lambing – and the key risks producers shouldn't ignore. Sheepmeat chat never looked so good. Disclaimer: Please refe...
Jun 10, 2026•22 min
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand budget. They unpack what happened at the RBNZ meeting, how the economy is performing, what is happening with the budget balance, and what it all might mean for the official cash rate and term interest rates. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/dis...
Jun 03, 2026•15 min
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the 2026 Australian beef seasonal outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations ...
Jun 02, 2026•22 min
Emma Higgins and Jen Corkran dive into New Zealand's extraordinary 2025/26 dairy season and discuss what lies ahead. They explore the 2026/27 outlook – where resilient supply, uncertain global demand, and rising on-farm costs collide. 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....
May 31, 2026•19 min
In this episode, Michael Harvey and Emma Higgins unpack the key forces shaping the Australian dairy sector as processors prepare to set opening milk prices for the new season by the June 1 deadline. 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....
May 28, 2026•14 min
In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley Baird explore the start of Australia's 2026/27 winter cropping season. The discussion highlights an uneven seasonal start and a shift in crop mix, with growers moving away from wheat toward canola, barley, and pulses in response to margin pressure and shifting risk-reward profiles. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for informatio...
May 26, 2026•20 min
Join RaboResearch Senior Market Strategist Ben Picton as he examines changes in the Australian federal budget affecting the agriculture space and compares Treasury's forecasts to those from the RBA. Where is the economy headed, and what might that mean for the cash rate? 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....
May 21, 2026•12 min
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system. Mike takes us through his concept of "America Perestroika," whereby the United States under Donald Trump is seeking to shift from a consumption-based economy to a production-based economy with a national security overlay. We explore what these changes mean for the global economy, why it is happening, and where the challenges a...
May 12, 2026•19 min
Join RaboResearch analysts Paul Joules and Vítor Pistóia as they review how Australian farmland values performed in 2025 and explore the forces that could influence land prices moving forward. 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....
May 11, 2026•18 min
Food prices remain one of the most visible – and frustrating – parts of Australia's inflation story. In this episode, analysts Michael Harvey and Paul Joules focus on where food inflation actually stands today, how it differs across categories, and what matters most looking forward. 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 po...
May 07, 2026•13 min
Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins. Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high probability of an El Niño event is a key price driver to watch. Disclaimer: Please refer to our global...
May 06, 2026•21 min
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months ahead. 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....
May 04, 2026•15 min
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan about the impacts this quota may have on China and the current state of the Chinese beef market. 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....
May 01, 2026•19 min
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....
Apr 22, 2026•19 min
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 t...
Apr 21, 2026•18 min
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...
Apr 20, 2026•18 min
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.raboba...
Apr 16, 2026•20 min
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.raboba...
Apr 16, 2026•20 min
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 su...
Apr 06, 2026•23 min
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 publishe...
Mar 31, 2026•18 min
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...
Mar 24, 2026•27 min
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 limita...
Mar 24, 2026•22 min
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....
Mar 18, 2026•14 min
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 informatio...
Mar 16, 2026•20 min
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 RaboResear...
Mar 10, 2026•26 min
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.
Mar 08, 2026•22 min
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...
Mar 04, 2026•10 min
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....
Mar 01, 2026•13 min
In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as she uncovers the fundamental rules of negotiation, how to anchor a negotiation and why it isn't always about the "yes". Packed with practical tips, this episode discusses how preparation and an understanding of your counterparty can help get to that handshake. Disclaimer: This publication is not a RaboResearch publication and is for information purpo...
Feb 24, 2026•22 min
To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboResearch update on current sheepmeat market dynamics and key themes for farmers. 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....
Feb 23, 2026•22 min
