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RaboResearch Food & Agribusiness North America

100 EpisodesProduced by RabobankWebsite

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 o… read more

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Grain Markets and the Black Sea

March 24th, 2022


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 & …

Black Sea Volatility for Grain Markets

February 24th, 2022


On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with …

Drought in the Americas Might Upset the Canola Bears

February 18th, 2022


What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American …

Out of Stock: Update on FA Logistics

January 31st, 2022


Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across …

Packaging Problems

November 29th, 2021


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 …

Buy Nitrogen Now or Wait? A Global View

October 28th, 2021


As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or …

Bad to Worse for Glyphosate

October 7th, 2021


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 …

GO Update

September 2nd, 2021


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

Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market

August 17th, 2021


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 …

Commodity Supercycle Talk and Brazilian Corn Drops

June 11th, 2021


Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew …

A Toast to Avocados

May 28th, 2021


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

A Remarkable Year for Beef

May 7th, 2021


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 …

Cotton Across Hemispheres

April 20th, 2021


On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US …

USDA Report Surprises Commodities Markets

April 13th, 2021


The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve …

Strawberries Surge During Uncertain Times

March 16th, 2021


Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, …

Grains Rally Creates Feed Cost Challenges

March 2nd, 2021


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.

Mid- and Post-Pandemic Beef Demand

February 10th, 2021


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 …

Wild Markets and a Surprise Grains Rally 

February 1st, 2021


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.

The Year Ahead – The 2021 Commodity Outlook

December 17th, 2020


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.

Room for Optimism in Animal Protein Outlook

November 24th, 2020


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 …

Election Uncertainty Impacts Markets and Cotton Rally Continues

October 30th, 2020


Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds …

Increased Competition and Demand for Quality in Blueberry Market

October 14th, 2020


As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña …

China Surprises, While Weather Uncertainty Hits Grains Oilseeds

September 1st, 2020


China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. …

Beef Bouncing Back from Initial Covid-19 Impact

August 21st, 2020


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.

Cotton Rallies and the Continuing Covid Impact

July 24th, 2020


In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets …

Trade Deal Implications and Acreage Report Surprises

July 14th, 2020


In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk …

Dairy Industry Recovery and 2020 Second Half Projections

July 8th, 2020


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 …

Covid-19 Changes the Horticulture Labor Workplace Landscape

June 19th, 2020


Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor …

Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

June 16th, 2020


Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was …

Row Crop Review

June 5th, 2020


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 …

Cotton Planting Amid Covid-19: Lessons from the US

May 22nd, 2020


In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to …

Rice and Sugar: Staples Riding Out the Coronavirus Storm?

May 12th, 2020


Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a …

Grains Oilseeds in a Coronavirus World

May 6th, 2020


In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk …

Covid-19 and the US Beef Market

May 4th, 2020


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 …

Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

April 27th, 2020


In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree …

Grain Production Profitability in a Low-Margin Outlook

April 1st, 2020


Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve …

Converting Waste to Revenue with Ultra Capital

March 3rd, 2020


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 …

Dairy Calves Get a Beef Makeover

February 6th, 2020


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 …

US-China: Phase One

January 31st, 2020


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 …

Getting Real: Row Crops in South America

January 17th, 2020


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 …

An Emerging Fruit Vegetable Powerhouse

January 13th, 2020


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 …

Global Animal Protein Outlook 2020

November 13th, 2019


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.

Grains Oilseeds Around the World

October 29th, 2019


Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments …

No Need to Feel Blue

October 18th, 2019


RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest …

What’s up Down Under?

September 26th, 2019


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.

Why the Milk Mustache Went out of Fashion

September 3rd, 2019


The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the …

Weed Resistance in Cotton: Lessons Learned From the US

August 29th, 2019


Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated …

On the Road in Iowa: Are Grains a Field of Dreams this Year?

August 5th, 2019


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.

Grains Oilseeds Market Update – June 2019

June 21st, 2019


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

U.S. Organic Produce Premiums Under Pressure

June 20th, 2019


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, …

Will US Pistachios Continue to Crack the Market?

June 12th, 2019


An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña …

Global Almond Outlook Remains Positive

June 6th, 2019


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 …

Acres Underwater

May 29th, 2019


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 …

Hemp… It’s Complicated

May 13th, 2019


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 …

The Rise of Brazilian Cotton: A Good Yarn?

May 9th, 2019


Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo …

Row Crop Review

April 29th, 2019


Steve Nicholson and Andrew Tasker catch up on a busy period in row crops. Floods in the Midwest and the ever-present topic of trade are on the list …

Fruits Vegetable Spring Review

April 24th, 2019


From weather to trade agreements to the Easter rush... Spring has been a busy season in the fruit, vegetable, and tree nut markets. Roland Fumasi and …

Working in a Carry Market

March 18th, 2019


Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.

Time to Market

February 22nd, 2019


In this month's grains and oilseeds episode, Steve Nicholson and Andrew Tasker talk about the challenges and possible solutions to marketing this …

Price Signals at Work in the Strawberry Market – Outlook 2019

February 11th, 2019


Rabobank’s recently-developed market analysis tool can help clients along the berry value chain with unique, regional, and seasonal scenario analysis …

Growth in the Background: Changing Cattle Industry Structure Increases Role for Grow Yards

January 30th, 2019


In this episode, Don Close discusses a structural change in the beef cattle industry. Over the last few years, grow yards have become an increasingly important step in beef production. They have gone from being mainly …

Catching up With the ABCs: U.S. Grain Storage and Challenges to Traditional Grain Merchandising

December 13th, 2018


As grain producers are changing the supply chain, grain companies need to transform themselves. Steve Nicholson talks with Bill Nickrent about how …

The G20 Trade War Truce

December 10th, 2018


During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi …

Is the U.S. Producing Too Many Almonds? Probably not…

November 29th, 2018


California almond production will hit 3bn pounds in the next five years and global demand growth is expected to keep pace. Roland Fumasi and David …

Nugget of Hope

November 28th, 2018


Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all …

Un-banning plastic

November 6th, 2018


Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to change hands at an active rate. Xinnan Li talks with Bill Nickrent about …

Dairy and the New NAFTA

October 24th, 2018


After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United …

Residual Supplier?

October 16th, 2018


Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the …

A Trade War Story

October 2nd, 2018


The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but U.S. exports to China will decrease. U.S. walnut, mandarin, grape, …

Summertime and the Living is...?

August 24th, 2018


RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they’ve seen and heard as they’ve travelled …

Rabobank European Grains Tour | Focus On Ukraine

August 16th, 2018


The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu Branch Manager …

Argentina Agribusiness Outlook

August 14th, 2018


In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein …

Memo From the Antipodes: The US Lamb Industry

August 3rd, 2018


This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia’s biggest lamb export market. It has been growing strongly, but what is …

What Is Meat, Anyways?

July 25th, 2018


Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. Silicon Valley is clamouring to invest in this developing segment, …

What’s RaboResearch Thinking? Grains Oilseeds

July 20th, 2018


Tariffs, planted acres, weather... and what now? Grains & Oilseeds analysts Steve Nicholson and Sam Funk discuss the trends they’re tracking this …

The Impact of China's RCP policies on Global Paper Packaging

July 18th, 2018


China’s long-term strategy to strengthen its waste quality policies is expected to reshape the global paper packaging supply chain. The US and Europe …

New Perspectives for US and Australian Table Grapes

July 13th, 2018


What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the …

Wage Hikes Won't Solve Your Labor Problem

July 10th, 2018


Retaining workers in the grueling world of meat and poultry processing has never been easy, but has it ever been this hard?

Between low unemployment …

US-China Trade Threats Make South American Soybeans More Expensive

July 6th, 2018


Senior Grain & Oilseed Analyst Sam Funk talks with Bill Nickrent about the effect of the US-China trade dispute on global soybean trade.

Imminent California Legislation Increases Land Valuation Complexity

June 27th, 2018


Since peaking in 2015, some California agricultural land prices have since softened. Lower tree nut prices, low capitalization rates for investors, …

What’s RaboResearch Thinking: Grains  Oilseeds

June 21st, 2018


In this new monthly recurring feature, Rabobank Senior Grains & Oilseeds Analysts Steve Nicholson and Sam Funk talk about the topics they’re …

Mexican Tariffs Threaten U.S. Dairy and Cheese

June 11th, 2018


In response to the Trump administration’s tariffs on steel and aluminum, the Mexican government has imposed 10% to 15% tariffs of its own, targeting the U.S. cheese industry, among other sectors. Tom Bailey, Senior …

Wheat Does Feel the Heat

June 5th, 2018


The potential for an explosive upside move for U.S. wheat prices is high due to record-low hard red winter wheat acres, combined with U.S. Great Plains drought and late spring HRS planting. Senior Grains & Oilseeds …

Beverages Special: The Next Generation of Coffee

May 30th, 2018


Where do you see the coffee industry in ten years? On this week’s Liquid Assets, the team tackles some difficult questions.

  • Could bean-to-cup …

Beef Month

May 29th, 2018


Senior Protein Analyst Don Close talks to Bill Nickrent about what he saw on a recent trip to catch up on the beef industry in Australia and how drought conditions and low milk prices are causing stress in the U.S.

How to Deal with Dairy Alternatives

May 15th, 2018


They’ve been around for nearly 3,000 years, but dairy alternatives like soy milk and oat milk have only recently been taking market share from conventional dairy. Our senior analyst Tom Bailey tells us how the dairy …

What’s Happening in the World of Almonds: US and Australian Perspectives

May 14th, 2018


Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, and Hayden Higgins, Senior Horticulture Analyst in Australia, discuss the …

Trade, Productivity and Cow Career Changes

May 2nd, 2018


Rabobank’s Global Dairy Strategist, Mary Ledman, looks back at dairy production in 2017, and explores the implications of price support in the European Union and the impact of NAFTA negotiations on US dairy’s market …

Don’t Fall Asleep Behind The Risk Management Wheel

April 30th, 2018


Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018.

Stand-up Pouches Won't Lie Down

April 23rd, 2018


RaboResearch Analyst Xinnan Li discusses her recent research on food packaging and why she believes that stand-up pouches (think Capri-sun) are poised to gain market share over traditional rigid packaging.

Don't Panic, It's Organic!

February 26th, 2018


In this episode, Bill Nickrent talks to Steve Nicholson about his latest publication "Don't Panic! It's Organic: Opportunities and Challenges in U.S. …

Food Fight! Online and Brick Mortar Battle for Business

January 25th, 2018


In the battle between online and brick & mortar food retailers, how can beef ensure a seat at the table? In this podcast episode, senior Animal Protein analyst Don Close discusses his latest report "Food Fight!" on …

Animal Protein Outlook 2018: Production Growth Continues

December 11th, 2017


Senior Animal Protein Analyst Don Close talks with Bill Nickrent about production increases, North American export targets and causes for concern in the animal protein outlook for 2018.

A Time To Evolve

November 21st, 2017


Sterling Liddell and Bill Nickrent discuss the current realities of farm economics as well as strategies for recognizing opportunity in the face of economic uncertainty.

Steady Growth ahead for the U.S. Pork Industry

October 19th, 2017


Steady Growth ahead for the U.S. Pork Industry by Rabobank

Moving Beyond Being Just a Price-Taker

October 18th, 2017


Managing Basis to Optimize Margin. Senior Grains and Oilseeds Analyst Steve Nicholson talks with Bill Nickrent about how producers can use basis …

Expanding Beef Production Increases The Need For Exports

September 14th, 2017


Bill Nickrent and RaboResearch Senior Protein Analyst Don Close discuss the ten-year outlook for the beef industry and how shifting trends might impact that outlook in the next few years. Don Close is a co-author of the …

With a Little Help from My (Bottling) Friends

September 5th, 2017


What are the challenges bottlers face in the light of more dispersed soft-drink portfolios? And how can they be solved? Charlie Clack talks to …

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