RaboResearch F&A North America

Rabobank

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 Episodes

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.

Nov 29

15 min 51 sec

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 RaboResearch F&A Asia and RaboResearch F&A Australia and New Zealand

Oct 28

28 min 29 sec

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 RaboResearch F&A Asia and RaboResearch F&A Australia & New Zealand

Oct 7

26 min 3 sec

The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.

Sep 2

16 min 46 sec

Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.

Aug 17

21 min 28 sec

Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.

Jun 11

26 min 56 sec

Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.

May 28

14 min 20 sec

May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.

May 7

21 min 30 sec

On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand

Apr 20

27 min 55 sec

The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.

Apr 13

29 min 50 sec

Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.

Mar 16

14 min 15 sec

A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.

Mar 2

27 min 18 sec

Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.

Feb 10

20 min 39 sec

It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.

Feb 1

21 min 21 sec

2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.

Dec 2020

41 min 2 sec

When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode. 

Nov 2020

22 min 55 sec

Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.

Oct 2020

25 min 48 sec

As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.

Oct 2020

15 min 52 sec

China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.

Sep 2020

28 min 56 sec

Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.

Aug 2020

22 min 30 sec

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.

Jul 2020

20 min 45 sec

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.

Jul 2020

20 min 11 sec

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.

Jul 2020

23 min 31 sec

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

Jun 2020

21 min 24 sec

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.

Jun 2020

21 min 31 sec

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

Jun 2020

28 min 36 sec

In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

May 2020

21 min 55 sec

Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.

May 2020

22 min 23 sec

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

May 2020

34 min 40 sec

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports.   This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

May 2020

22 min 42 sec

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

Apr 2020

23 min 6 sec

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.

Apr 2020

21 min 48 sec

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project.  This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank’s Project Finance team.

Mar 2020

31 min 9 sec

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

Feb 2020

10 min 6 sec

What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk through some possibilities with Andrew Tasker from Rabobank's Markets team.

Jan 2020

13 min 59 sec

US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US’s biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor’s take on this and other issues in this month’s grain & oilseed episode.

Jan 2020

36 min 59 sec

Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favorable climate and massive investments in irrigation have helped the country to increase its share of the international market – should US producers be worried?

Jan 2020

15 min 39 sec

What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the RaboResearch 2020 Animal Protein Outlook.

Nov 2019

14 min 47 sec

Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments that could affect grain and oilseed markets the world over – from harvest woes in North America and Argentine elections to wheat production in northern Africa.

Oct 2019

29 min 17 sec

RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest RaboResearch paper: Newcomers Reshaping the US Fresh Blueberry Market

Oct 2019

23 min 5 sec

The US team welcomes a special Aussie guest, RaboResearch Analyst Wes LeFroy, and compares notes on the latest G&O news from both the US and Australia.

Sep 2019

43 min 36 sec

The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the back cooler have, in most cases, stayed the same. In this episode, Rabobank’s senior dairy analyst, Tom Bailey, breaks down the challenges the industry faces and what needs to be done to “make milk cool again.” This episode also features analyst Bourcard Nesin.

Sep 2019

16 min 33 sec

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch’s latest Transpacific podcast. This episode also appeared today on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand

Aug 2019

15 min 28 sec

Steve Nicholson and Andrew Tasker take the pulse of the Grains & Oilseeds sector from the middle of the grain belt in the middle of summer.

Aug 2019

19 min 21 sec

Steve Nicholson and Andrew Tasker introduce Erin FitzPatrick and take stock of a soggy spring.

Jun 2019

25 min 3 sec

US organic food sales continue to rise, but the pace of growth has slowed. Organic fruits and vegetables continue to be the largest organic segment, but prices have softened on higher volumes. Senior Fruits, Vegetables and Tree Nuts Analyst Roland Fumasi looks at where the organics market might go.

Jun 2019

17 min 37 sec

An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña discuss their 2019-2024 Baseline Market Outlook for pistachios.

Jun 2019

16 min 17 sec

Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both countries.

Jun 2019

20 min 46 sec

Much of the grain belt is in the midst of near-record flooding this spring. In this month’s grains & oilseeds wrap, Steve Nicholson and Andrew Tasker discuss the effects on the markets.

May 2019

27 min 38 sec

The U.S. hemp industry has got a lot of people excited, but is it a good opportunity? In this episode, analysts Steve Nicholson and Bourcard Nesin discuss their recent report on the US hemp industry. If you are interested in the hemp industry, this is a great introduction to hemp regulations, production and markets.

May 2019

24 min 39 sec