http://far.rabobank.com Fri, 13 Sep 2019 09:58:23 +0000 Fri, 13 Sep 2019 09:58:23 +0000 60 en All rights reserved feeds@soundcloud.com (SoundCloud Feeds) This channel is no longer up to date. To listen to Rabobank podcasts, look for Rabobank on Apple Podcasts, Spotify, Stitcher, Google Podcasts, or any podcast app or your choice. Visit far.rabobank.com for more information. 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. This channel is no longer up to date. To listen t… RaboResearch Agri Commodities feeds@soundcloud.com Rabobank RaboResearch Food & Agribusiness no http://i1.sndcdn.com/avatars-000312544840-c4410m-original.jpg http://far.rabobank.com tag:soundcloud,2010:tracks/659496653 Thu, 01 Aug 2019 11:31:30 +0000 https://soundcloud.com/rabo-agri-commodities/the-impact-of-asf-on-chinese 00:10:07 Rabobank RaboResearch Food & Agribusiness no In this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, African Swine Fever-related culling of up to 50% of China’s hog herd, with further downside possible, will reduce soybean imports and meal usage year-on-year. Reductions will be muted and short-lived, however, relative to hog and feed usage losses, thanks to a combination of higher feed inclusion rates of low-cost (relative to alternative meals) soymeal, increased demand from poultry and aquaculture, and others. By 2020, Lief expects soybean imports to resume a modest growth, even without a US-China trade deal, although import volumes will remain below their historic highs. The podcast concludes with a supply-side review of corn and soybeans, with Michael providing a review of Rabobank’s 2019/20 US production estimates and a view on whether the crop could see supply-side reductions sufficient to offset the demand weakness from China and in turn support CBOT prices. In this joint Rabobank ACMR & FAR Asia podcas… In this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, African Swine Fever-related culling of up to 50% of China’s hog herd, with further downside possible, will reduce soybean imports and meal usage year-on-year. Reductions will be muted and short-lived, however, relative to hog and feed usage losses, thanks to a combination of higher feed inclusion rates of low-cost (relative to alternative meals) soymeal, increased demand from poultry and aquaculture, and others. By 2020, Lief expects soybean imports to resume a modest growth, even without a US-China trade deal, although import volumes will remain below their historic highs. The podcast concludes with a supply-side review of corn and soybeans, with Michael providing a review of Rabobank’s 2019/20 US production estimates and a view on whether the crop could see supply-side reductions sufficient to offset the demand weakness from China and in turn support CBOT prices. tag:soundcloud,2010:tracks/453580341 Mon, 04 Jun 2018 13:59:40 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-may 00:12:17 Rabobank RaboResearch Food & Agribusiness no Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton. Weather risks, USD strength, and geopolitical ins… Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton. tag:soundcloud,2010:tracks/450644745 Tue, 29 May 2018 08:54:41 +0000 https://soundcloud.com/rabo-agri-commodities/a-palm-storm-is-brewing 00:05:58 Rabobank RaboResearch Food & Agribusiness no Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting. Senior analyst Oscar Tjakra discusses the palm oi… Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting. tag:soundcloud,2010:tracks/450644736 Tue, 29 May 2018 08:54:40 +0000 https://soundcloud.com/rabo-agri-commodities/dont-fall-asleep-behind-the 00:07:33 Rabobank RaboResearch Food & Agribusiness no Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel RaboResearch Food & Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America. Sterling Liddell and Bill Nickrent discuss the ri… Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel RaboResearch Food & Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America. tag:soundcloud,2010:tracks/410532618 Thu, 08 Mar 2018 14:20:28 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-february-2018-renewed-appetite-for-ag-markets-1 00:08:43 Rabobank RaboResearch Food & Agribusiness no Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. Heightened weather risks, US dollar weakness, and… Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. tag:soundcloud,2010:tracks/359327531 Thu, 23 Nov 2017 09:06:31 +0000 https://soundcloud.com/rabo-agri-commodities/acmr-outlook-2018-softs 00:12:02 Rabobank RaboResearch Food & Agribusiness no Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook. Carlos Mera and Charles Clack discuss what’s in s… Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook. tag:soundcloud,2010:tracks/359327900 Wed, 22 Nov 2017 10:39:04 +0000 https://soundcloud.com/rabo-agri-commodities/acmroutlook-2018-go 00:10:53 Rabobank RaboResearch Food & Agribusiness no Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. Graydon Chong and Charles Clack talk over the big… Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. tag:soundcloud,2010:tracks/346237605 Tue, 10 Oct 2017 13:09:05 +0000 https://soundcloud.com/rabo-agri-commodities/eu-sugar-shake-up 00:08:53 Rabobank RaboResearch Food & Agribusiness no As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18. As of 1 October, the new EU sugar regime is in pl… As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18. tag:soundcloud,2010:tracks/345312456 Wed, 04 Oct 2017 12:15:45 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-september-2017-watching-waiting-yield-debating 00:05:45 Rabobank RaboResearch Food & Agribusiness no The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans. The S&P Agri Index has remained virtually unchang… The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans. tag:soundcloud,2010:tracks/339435581 Fri, 25 Aug 2017 11:51:00 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-august-2017 00:04:56 Rabobank RaboResearch Food & Agribusiness no Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks. Agri commodity analysts Graydon Chong and Charles… Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks. tag:soundcloud,2010:tracks/334928951 Wed, 26 Jul 2017 14:51:05 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-july-2017-weather-volatility-ahead 00:03:58 Rabobank RaboResearch Food & Agribusiness no Agri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well supported by a 4.9% appreciation of the Brazilian real during the period, but the wheat rally came to a halt. Agri commodity analysts Graydon Chong and Carlos … Agri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well supported by a 4.9% appreciation of the Brazilian real during the period, but the wheat rally came to a halt. tag:soundcloud,2010:tracks/329666610 Mon, 26 Jun 2017 12:46:33 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-markets-review-june-2017 00:04:31 Rabobank RaboResearch Food & Agribusiness no Rabobank has just released its Agri Commodities Markets Report for June 2017. In this podcast we highlight a few of the report's commodities. This month: Corn, soybeans and sugar. Rabobank has just released its Agri Commodities M… Rabobank has just released its Agri Commodities Markets Report for June 2017. In this podcast we highlight a few of the report's commodities. This month: Corn, soybeans and sugar. tag:soundcloud,2010:tracks/327999508 Wed, 14 Jun 2017 11:02:01 +0000 https://soundcloud.com/rabo-agri-commodities/mid-june-wheat-market-update 00:09:41 Rabobank RaboResearch Food & Agribusiness no Rabobank takes a look at spring wheat prices in the US. These have increased substantially over the last four weeks, reaching a one-year high due to crop concerns after hot and dry weather hit key production areas in the Northern Plains. Rabobank takes a look at spring wheat prices in t… Rabobank takes a look at spring wheat prices in the US. These have increased substantially over the last four weeks, reaching a one-year high due to crop concerns after hot and dry weather hit key production areas in the Northern Plains. tag:soundcloud,2010:tracks/324594666 Fri, 26 May 2017 12:01:18 +0000 https://soundcloud.com/rabo-agri-commodities/agri-commodities-monthly-outlook-may-2017 00:07:04 Rabobank RaboResearch Food & Agribusiness no In this episode, Global Strategist Stefan Vogel discusses the highlights of the Agri Commodity Markets Research (ACMR) monthly report of May 2017, available on the RaboResearch Food & Agribusiness website. The S&P Agri Index remained unchanged so far in May, with the US Dollar Index down 2%. Startling political developments in Brazil caused a 3% depreciation in the Brazilian real and a 5% depreciation in the Argentine peso—but the influence on commodity prices has been limited. With the monsoon arriving in Asia and El Niño still a possibility, we expect more weather volatility around the corner. In this episode, Global Strategist Stefan Vogel d… In this episode, Global Strategist Stefan Vogel discusses the highlights of the Agri Commodity Markets Research (ACMR) monthly report of May 2017, available on the RaboResearch Food & Agribusiness website. The S&P Agri Index remained unchanged so far in May, with the US Dollar Index down 2%. Startling political developments in Brazil caused a 3% depreciation in the Brazilian real and a 5% depreciation in the Argentine peso—but the influence on commodity prices has been limited. With the monsoon arriving in Asia and El Niño still a possibility, we expect more weather volatility around the corner. tag:soundcloud,2010:tracks/324235081 Wed, 24 May 2017 08:10:44 +0000 https://soundcloud.com/rabo-agri-commodities/coming-off-a-sugar-high-whats-next-for-growers-1 00:22:07 Rabobank RaboResearch Food & Agribusiness no After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers. After witnessing softening international sugar pr… After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers. tag:soundcloud,2010:tracks/323370016 Fri, 19 May 2017 11:15:04 +0000 https://soundcloud.com/rabo-agri-commodities/the-olive-oil-boom 00:06:27 Rabobank RaboResearch Food & Agribusiness no Global olive oil prices are rising sharply as a result of supply issues in Europe and the Mediterranean region. Grains & Oilseeds analyst Vito Martielli signals the latest developments in key producing countries, while also taking a look at global demand, along with asking just what differentiates traditional and new consumer markets. Global olive oil prices are rising sharply as a r… Global olive oil prices are rising sharply as a result of supply issues in Europe and the Mediterranean region. Grains & Oilseeds analyst Vito Martielli signals the latest developments in key producing countries, while also taking a look at global demand, along with asking just what differentiates traditional and new consumer markets. tag:soundcloud,2010:tracks/323056258 Wed, 17 May 2017 13:56:01 +0000 https://soundcloud.com/rabo-agri-commodities/global-grain-oilseed-markets-near-term-outlook-17-may-2017 00:11:34 Rabobank RaboResearch Food & Agribusiness no Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offering its take on what the core drivers for these markets will be in the coming weeks and months. Rabobank’s London-based Agri Commodity Market Res… Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offering its take on what the core drivers for these markets will be in the coming weeks and months. tag:soundcloud,2010:tracks/322258796 Fri, 12 May 2017 12:16:25 +0000 https://soundcloud.com/rabo-agri-commodities/the-south-east-asian-palm-oil-industry 00:09:40 Rabobank RaboResearch Food & Agribusiness no In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential risks for the industry in the near- to mid-term. The podcast also runs through the conclusions of Rabobank’s benchmarking exercise for listed palm oil companies in Indonesia, Malaysia and Singapore. In the latest edition of our podcast, senior anal… In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential risks for the industry in the near- to mid-term. The podcast also runs through the conclusions of Rabobank’s benchmarking exercise for listed palm oil companies in Indonesia, Malaysia and Singapore.