Podcasts about raboresearch

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Best podcasts about raboresearch

Latest podcast episodes about raboresearch

MeatingPod
Ep. 236: 2026 in global poultry — up, down and sideways

MeatingPod

Play Episode Listen Later Nov 3, 2025 19:11


If chicken processors feel like the rope in a game of tug-of-war, they have good reason. Prices are historically high, but that may not last. Trade disputes are a big unknown for poultry exports. And colder weather in the Northern Hemisphere already is ushering in new outbreaks of HPAI across the globe.Nan-Dirk Mulder is a senior global specialist for animal protein with RaboResearch in the Netherlands. He also is the author of its quarterly outlook for the poultry industry. Nan-Dirk doesn't have a crystal ball into exactly what will happen in poultry in 2026, but he has some well-informed predictions, and he shares them in this episode of MeatingPod.

RaboResearch Food & Agribusiness Australia/NZ
Global pulse outlook: Navigating the shifting pulse market

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Nov 3, 2025 11:27


In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down supply and demand trends, trade disruptions, and competitive pressures across key regions, including Canada, India, China, Europe, and Australia, offering a comprehensive view of how global dynamics are influencing pulse production and export strategies.   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 Food & Agribusiness Australia/NZ
Managing increased volatility in Australian livestock markets

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Nov 2, 2025 26:06


Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how it can be managed.    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 Food & Agribusiness Australia/NZ
The strategic moment for dairy-beef in New Zealand

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 31, 2025 23:45


Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players and why now is the time to act. With global case studies and practical takeaways, this episode is packed with insights for anyone along the dairy and beef value chain.   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.

Liquid Assets: A Beverage Industry Podcast
Outgunned and outspent: How independent RTD brands are gaining a foothold in the US

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Oct 30, 2025 60:47


The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing space in the beverage alcohol business. In this epsidoe, Evan Burns, CEO at The Finnish Long Drink, and Clement Pappas, cofounder and CEO of Stateside Brands – the company that owns Surfside – explain how, against all odds, they built successful brands in the face of powerful competition. They share some of the hidden advantages that independent brands have over the powerful yet lumbering incumbents. Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: rabobank.com/knowledge. Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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 Food & Agribusiness Australia/NZ
Global table grape outlook 2025

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 22, 2025 21:53


In this episode, Pia Piggott speaks with Gonzalo Salinas about the latest global trends in table grape production and trade. Drawing from a recent RaboResearch table grape report, they explore how key markets are evolving, which countries are leading the export race, and what the future holds for growers and in the table grape sector.   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 Food & Agribusiness Australia/NZ
Australian 2025/26 winter crop production: Another year of robust harvests, but prices fail to keep pace

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 21, 2025 17:33


In this episode, RaboResearch analysts Paul Joules and Vitor Pistoia discuss the outlook for Australia's 2025/26 winter crop season. They unpack production figures, regional weather impacts, and price expectations for wheat, barley, canola, and pulses, as well as farm inputs.   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. 

Liquid Assets: A Beverage Industry Podcast
Global beer results prove why diversification is so important

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Oct 15, 2025 58:06


We look back at the results from the first half of 2025 and check in on the performances of the world's largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages.  Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: rabobank.com/knowledge Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   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 Agri Commodities
Coffee prices: Short term and long term diverge

RaboResearch Agri Commodities

Play Episode Listen Later Oct 15, 2025 17:25


Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and Colombia to tiny Madagascar. Looking at the 2026/27 crop year, we expect a large global surplus, assuming more or less normal weather ahead, but in the short term, we expect high volatility. Brazil's arabica areas need more rainfall in the second half of October to secure a good production recovery next season, but also, certified stocks are declining, partially as an unintended consequence of US tariffs.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

RaboResearch Food & Agribusiness Australia/NZ
Will the EU's carbon tax on fertilizers have any impact on Australia?

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 12, 2025 15:03


Join RaboResearch's Doriana Milenkova, a senior farm inputs specialist based in the Netherlands, and Paul Joules as they explore the EU's Carbon Border Adjustment Mechanism and its potential impact on the fertilizer industry.   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 Food & Agribusiness Australia/NZ
Refocusing China's pork industry

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 12, 2025 20:36


With production reaching a peak, China's pork industry is changing its focus from scale to efficiency. In this episode, Angus Gidley-Baird speaks with RaboResearch Senior Animal Protein Analyst and author of the recent report China's pork industry refocuses from scale to efficiency Chenjun Pan.   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.

Magic's Rural Exchange Catchup
REX Oct 13 - Associate Ag Minister Andrew Hoggard, Nic Les from Lincoln University and Jen Corkran from Rabobank

Magic's Rural Exchange Catchup

Play Episode Listen Later Oct 12, 2025 61:44


On today's REX Daily Podcast, Dom talks with Associate Agriculture Minister Andrew Hoggard about the government's decision to reduce methane reduction targets, the potential risks for NZ's trading reputation and why ACT is hailing it as the end of a “fantasyland assault on farmers"... He talks with Nic Lees, Director of Agribusiness & Food Marketing at Lincoln University, about the upcoming Alliance shareholder vote to sell 65% of the co-op to Irish company Dawn Meats... And he talks with RaboResearch senior animal protein analyst Jen Corkran about a new report suggesting now is the time for New Zealand’s agri sector to build a scalable, profitable dairy-beef system, how much it could be worth to the NZ economy and the challenges setting up such a system. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Magic's Rural Exchange Catchup
Jen Corkran - NZ's $1.2b dairy beef opportunity

Magic's Rural Exchange Catchup

Play Episode Listen Later Oct 12, 2025 17:29


Dom talks with RaboResearch senior animal protein analyst Jen Corkran about a new report suggesting now is the time for New Zealand’s agri sector to build a scalable, profitable dairy-beef system, how much it could be worth to the NZ economy and the challenges setting up such a system. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

RaboResearch Food & Agribusiness Australia/NZ
Brazilian cotton tour rundown

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 8, 2025 22:19


RaboResearch analyst Paul Joules welcomes three special guests: Jen, from a New South Wales farming business; Greg, Director of Outlook Ag Pty Ltd and part of a family farming partnership; and Nick Pearce, senior manager for major agribusiness clients in New South Wales. Together, they share firsthand insights into the rapidly expanding Brazilian cotton industry, following Rabobank's recent cotton tour in Brazil.   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 Food & Agribusiness Australia/NZ
Into the swing of spring in New Zealand

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 7, 2025 19:55


Emma Higgins and Jen Corkran unpack the latest trends in New Zealand's agricultural markets, from record beef and lamb prices to global dairy supply pressures. They also dive into fertiliser, freight, and interest rate shifts shaping the outlook for farmers this spring.   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 Country
The Country 03/10/25: Jen Corkran talks to Hamish McKay

The Country

Play Episode Listen Later Oct 3, 2025 8:22 Transcription Available


The senior analyst for animal protein at RaboResearch comments on a couple of dairy-beef reports coming up next week. One will focus on the New Zealand market and the other on global trends.See omnystudio.com/listener for privacy information.

RaboResearch Food & Agribusiness Australia/NZ
September RBA decision: Deconstructing the outlook for the cash rate

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Oct 1, 2025 15:01


Join Pia Piggott and Ben Picton as they delve into the RBA's September cash rate decision. What is on the horizon for the Aussie economy, and what could that mean for interest rates in 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.  

Foco no Agronegócio - Pesquisa Setorial
Celulose brasileira posicionada para crescer no mercado Americano

Foco no Agronegócio - Pesquisa Setorial

Play Episode Listen Later Sep 26, 2025 14:40


Neste episódio do Foco no Agronegócio, Guilherme Morya conversa com Andrés Padilla sobre os principais insights do novo relatório publicado em parceria com Xinnan Li, do RaboResearch na América do Norte. O estudo aponta que a celulose brasileira deve ampliar sua participação no mercado global nos próximos anos, com potencial de crescimento nos Estados Unidos. Esse crescimento será impulsionado por vantagens logísticas, menor custo de produção e uma demanda crescente por celulose de fibra curta.   Consulte nosso disclaimer em https://www.rabobank.com.br/conhecimento/disclaimer/011483208/disclaimer para saber sobre as limitações do conteúdo publicado neste podcast.

Liquid Assets: A Beverage Industry Podcast
Southern Glazer‘s on competition from beer distributors, national contracts, and pricing strategy

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Sep 25, 2025 54:48


Southern Glazer's Wine & Spirits is the largest alcohol wholesaler in the United States. We caught up with Mark Chaplin, John Wittig, and David Chaplin, three of Sourthern's senior executives, to discuss the toughest issues facing alcohol distribution in 2025 and increasing pressure to become a total beverage distributor.  Note: This episode was recorded only a few days prior to Southern's acquisition of AB InBev's wholly owned New York City distribution operations. In the coming weeks, we will have the Southern team back on the show to discuss that transaction.  Catch up on our additional coverage of route-to-market strategy: REPORT: National alignment: How US wine and spirits brands can get the most out of their wholesaler PODCAST: How to negotiate a better distribution agreement PODCAST: What is driving wholesaler consolidation? PODCAST: Do wine and spirits wholesalers need to be more like beer distributors? Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com  Check out the rest of our written research: rabobank.com/knowledge  Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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 Food & Agribusiness Australia/NZ
Australian wool prices push higher

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 25, 2025 14:23


Wool prices in Australia have been on the rise lately, following a period of sideways trading for much of the year. Join Angus Gidley-Baird and Paul Joules as they discuss what's driving recent price action.   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 Food & Agribusiness Australia/NZ
East Meets West: 2025 grain knowledge tour in Western Australia

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 24, 2025 9:20


In this episode, Vítor Pistóia, Senior Grains & Oilseeds Analyst at RaboResearch, is joined by special guests Ryan Hetherington, Deputy Regional Manager for Western Australia, and Ian Donaldson, Senior Manager in the Rural Valuations team, to unpack the insights from Rabobank's East Meets West grain tour. Held over six days in Western Australia's Midwest region, the tour brought together growers from Australia and New Zealand to the local industry to explore how grain producers are successfully farming in a low-rainfall zone dominated by sandy soil. The tour offered a unique opportunity to learn about the challenges and innovations shaping grain production in this part of the country.      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 Food & Agribusiness Australia/NZ
New Zealand fourth quarter interest rate outlook

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 22, 2025 22:37


Join Jen Corkran and Ben Picton as they take a look at what's happening in the New Zealand economy and discuss the outlook for interest rates and the Kiwi dollar.   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.  

Liquid Assets: A Beverage Industry Podcast
How are importers managing tariffs and declining demand?

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Sep 18, 2025 45:55


With tariffs, falling demand, and an unfavorable exchange rate, it can feel as though the cosmos are conspiring to make life hard for US importers. However, many import brands and bulk products remain very competitive in the US market. In this episode, we discuss how importers are adjusting to survive and if not thrive in the current operating environment. This is episode two from our discussion with Ryan O'Hara, CEO of MHW, and Serena Campell, Operations Director for USA Wine West. Check out episode one here: How to import wine and spirits into the US   Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com  Check out the rest of our written research: Rabobank.com/knowledge Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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 Food & Agribusiness Australia/NZ
Navigating wheat markets: Is a price tailwind on the horizon?

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 17, 2025 12:10


Join RaboResearch Senior Grains & Oilseeds Analyst Vítor Pistóia and Director of Agribusiness Risk Treasury Management Theo Saroukos as they dive into wheat market dynamics and explore possible price direction ahead of the Australian 2025/26 harvest.   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.

Magic's Rural Exchange Catchup
Emma Higgins - Strong milk supply set to test the market balance

Magic's Rural Exchange Catchup

Play Episode Listen Later Sep 17, 2025 10:32


Dom talks with RaboResearch senior analyst Emma Higgins about its Q3 Global Dairy Quarterly Report, the rise of global milk supply and why that could test the market balance over the year ahead. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

RaboResearch Food & Agribusiness Australia/NZ
Global dairy outlook: Milk supply gaining momentum

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 16, 2025 16:44


Milk supply fundamentals have subtly shifted, challenging the market's balance. Emma Higgins and Michael Harvey take a look at the global dairy market, where growth in milk production across most major dairy export regions has accelerated.    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.

Magic's Rural Exchange Catchup
REX Sep 17 - Stu Davison from HighGround Dairy, Jason Herrick from Southland Fed Farmers and Emma Higgins from Rabobank

Magic's Rural Exchange Catchup

Play Episode Listen Later Sep 16, 2025 44:35


On today's REX Daily Podcast, Dom talks with Stu Davison from HighGround Dairy in Chicago about the latest Global Dairy Event (-0.8%), the All Blacks and F1... He talks with Southland Federated Farmers President Jason Herrick about what he's describing as heavy-handed tactics from Environment Southland regarding winter grazing compliance, some farmers being invoiced for compliance checks despite not breaching any rules and Environment Southland's rejection of these claims... And he talks with RaboResearch senior analyst Emma Higgins about its Q3 Global Dairy Quarterly Report, the rise of global milk supply and why that could test the market balance over the year ahead. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Ranch It Up
Marketing Gelbvieh & Balancer Feeder Cattle And Cattle News

Ranch It Up

Play Episode Listen Later Sep 14, 2025 27:00


It's The Ranch It Up Radio Show! Join Jeff Tigger Erhardt, Rebecca Wanner AKA BEC and their crew as they talk about the latest import and export news, where check off dollars are being allocated and to whom and how to market those Gelbvieh about Balancer feeder cattle.  Plus a whole lot more of the cow stuff on this all new episode of The Ranch It Up Radio Show.  Be sure to subscribe on your favorite podcasting app or on the Ranch It Up Radio Show YouTube Channel. Season 5, EPISODE 254 Source & Age Verification Program For Feeder Cattle Sired By Gelbvieh & Balancer Bulls What Is the Balancer® Edge Program? The Balancer® Edge program, developed by the American Gelbvieh Association (AGA), is designed to add value for cattle producers by verifying Gelbvieh and Balancer genetics in their herds. To qualify, at least 75% of sires must be registered Gelbvieh or Balancer bulls, with each bull carrying a minimum of 25% Gelbvieh genetics. Verification Requirements for Producers Participation in Balancer® Edge requires simple but essential documentation, including: First and last calf born dates Headcount support Registration papers of sires to confirm Gelbvieh genetics This verification process ensures genetic accuracy and builds buyer confidence in Gelbvieh and Balancer-influenced cattle. Market Value Through Source & Age Verification (SAV) Since its launch in 2004, Source and Age Verification (SAV) has been a proven tool for U.S. beef producers. Balancer® Edge automatically qualifies cattle for SAV, opening doors to value-added marketing programs such as: China Export Verification Program Non-Hormone Treated Cattle (NHTC) Program for the EU Verified Natural Beef GAP 5-Step Animal Welfare and others Additionally, Balancer® Edge documentation can: Establish cattle age at the processor Serve as proof of maturity for grading purposes Ensure cattle qualify as A maturity if under 30 months of age at harvest Third-Party Verification With IMI Global The AGA has partnered with IMI Global, an accredited, independent verification company. IMI Global evaluates livestock attributes, production practices, and compliance to ensure unbiased and trustworthy certification for Balancer® Edge participants. Cost & Tag Options for Producers Enrollment in Balancer® Edge is affordable and straightforward: $3.00 per head (includes tags + application processing) Producers may select from 982 or 840 EID tags (840 EID tags require a premise ID) Combo sets (visual tag + EID) available for an additional $1.25/head Standard turnaround time: approx. 2 weeks from order date Rush orders available for an extra fee Why Choose Balancer® Edge? By participating in the Balancer® Edge program, producers gain: Verified Gelbvieh and Balancer genetics Access to global and domestic value-added beef markets Documentation for age, source, and maturity verification Affordable verification backed by trusted third-party certification Find out more from the American Gelbvieh Association, and marketing programs by clicking HERE. Cattle Industry News Cattlemen's Beef Board Approves $38 Million Budget The Cattlemen's Beef Board (CBB) will invest approximately $38.1 million into programs of beef promotion, research, consumer information, industry information, foreign marketing, and producer communications during fiscal 2026, subject to USDA approval. In action at the end of its September 3-4 meeting in Denver, Colorado, the Beef Promotion Operating Committee (BPOC) approved Checkoff funding for a total of 14 "Authorization Requests" - or grant proposals - for the fiscal year beginning October 1, 2025. The committee, which includes 10 producers and importers from the Cattlemen's Beef Board and 10 producers from the Federation of State Beef Councils, also recommended full Cattlemen's Beef Board approval of a budget amendment to reflect the split of funding between budget categories affected by their decisions. REFERENCES: https://www.nationalbeefwire.com/cattlemen-s-beef-board-approves-38-million-budget-lists-priorities-it-will-invest USDA OK's New Tech For Beef Grading USDA's Agricultural Marketing Service (AMS) is moving forward with the use of three new vision grading instruments to support the agency's beef grading program. AMS approved the use of new technologies that produce marbling scores for Prime, Choice and Select grades for beef, according to a statement announcing the tech updates. The three new vision grading instruments also will assist in the application of Yield Grades and measuring of the ribeye area that often is used in scores of Certified Beef Programs. These certifications are issued by a range of organizations and companies, including Certified Angus Beef, National Beef Certified Premium, Tyson's Chairman's Reserve Certified Premium Beef and Nolan Ryan's Tender Aged Beef, for example. The technology allows for consistent, uniform application of USDA beef grades, which drive payments for producers, help value determinations for packers and communicate quality to U.S. consumers. For a reference chart, click HERE. REFERENCES: https://meatingplace.com/usda-oks-new-tech-for-beef-grading-procedures-programs/ Global Cattle Prices Continue To Rise While Exports To China Dwindle  Global export volumes of U.S. beef to China were down 19% in July compared to a year earlier and are down 8% through the first seven months of 2025, as the mainland China market withers in the trade war. China was the fourth largest destination for U.S. beef last year but President Donald Trump's tariffs on China starting in February soured trade relations. In March, China revoked export licenses for U.S. producers, leaving the beef industry with only a few eligible exporters. Compared to the first seven months of 2024, exports to China are down 46% and down 47% by value at $481 million. Among the top six destinations for U.S. beef, only South Korea booked a volume increase through July — up 9% by both volume and value. All the others, including Japan, Mexico, Canada and Taiwan, are off so far this year. However, according to a recent Rabo Research Report, global cattle prices continue to rise as global volumes are contracting.  Although, for example, beef imports from Brazil into the U.S. rose 25% compared to last year in the first half of 2025, higher tariffs will have a material impact on the trade between Brazil and the US, analysts assured. In Europe, the tight market is also attracting higher imports. The latest round of U.S. tariffs included an additional 40% on the already existing 10% global rate and 26.4% non-quota duty on Brazilian beef imports. Brazil supplied a record volume of beef into the U.S. in the first half of 2025, and RaboResearch believes this additional tariff will have a material impact on the trade between Brazil and the U.S. Nearly a month after the U.S. began applying further import tariffs on Brazilian beef, shipments remain strong in a year-over-year comparison, and shipments to the U.S. have remained relatively stable even after the tariffs have taken effect. REFERENCE: https://meatingplace.com/beef-takes-it-on-the-chin-as-exports-to-china-dwindle/ https://meatingplace.com/global-cattle-prices-continue-to-rise-rabobank Featured Experts in the Cattle Industry Harold Bertz – American Gelbvieh Association https://gelbvieh.org/ Follow on Facebook: @AmericanGelbvieh Mark Vanzee – Livestock, Equine, & Auction Time Expert https://www.auctiontime.com/ https://www.livestockmarket.com/ https://www.equinemarket.com/ Follow on Facebook: @LivestockMkt | @EquineMkt | @AuctionTime Kirk Donsbach – Financial Analyst at StoneX https://www.stonex.com/ Follow on Facebook: @StoneXGroupInc Shaye Wanner – Host of Casual Cattle Conversation https://www.casualcattleconversations.com/ Follow on Facebook: @cattleconvos Contact Us with Questions or Concerns Have questions or feedback? Feel free to reach out via: Call/Text: 707-RANCH20 or 707-726-2420 Email: RanchItUpShow@gmail.com Follow us: Facebook/Instagram: @RanchItUpShow YouTube: Subscribe to Ranch It Up Channel: https://www.youtube.com/c/RanchItUp Catch all episodes of the Ranch It Up Podcast available on all major podcasting platforms. Discover the Heart of Rural America with Tigger & BEC Ranching, farming, and the Western lifestyle are at the heart of everything we do. Tigger & BEC bring you exclusive insights from the world of working ranches, cattle farming, and sustainable beef production. Learn more about Jeff 'Tigger' Erhardt & Rebecca Wanner (BEC) and their mission to promote the Western way of life at Tigger and BEC. https://tiggerandbec.com/ Industry References, Partners and Resources For additional information on industry trends, products, and services, check out these trusted resources: Allied Genetic Resources: https://alliedgeneticresources.com/ American Gelbvieh Association: https://gelbvieh.org/ Axiota Animal Health: https://axiota.com/multimin-campaign-landing-page/ Imogene Ingredients: https://www.imogeneingredients.com/ Jorgensen Land & Cattle: https://jorgensenfarms.com/#/?ranchchannel=view Medora Boot: https://medoraboot.com/ RFD-TV: https://www.rfdtv.com/ Rural Radio Network: https://www.ruralradio147.com/ Superior Livestock Auctions: https://superiorlivestock.com/ Transova Genetics: https://transova.com/ Westway Feed Products: https://westwayfeed.com/ Wrangler: https://www.wrangler.com/ Wulf Cattle: https://www.wulfcattle.com/  

RaboResearch Food & Agribusiness Australia/NZ
What the bull-selling season is revealing about the markets

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 14, 2025 19:43


In the thick of bull-selling season, Animal Protein Analyst Angus Gidley-Baird looks at current sale numbers and puts them in context with other slaughter data and cattle prices. Rural managers Ivan Liley and Max David join the podcast to talk about bulls sales in their local areas of Albury and Armadale.   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 Food & Agribusiness Australia/NZ
New Zealand agribusiness monthly | September 2025 | Surging prices for spring

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Sep 11, 2025 21:01


Analysts Jen Corkran and Emma Higgins break down the latest market movements, export trends, and input cost dynamics in this month's agribusiness monthly for New Zealand. Spring 2025 has brought a surge in agribusiness prices across New Zealand, with beef and lamb hitting record highs amid tight supplies and strong global demand. Dairy margins remain stable, but demand uncertainty and a La Niña weather pattern may loom.    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.  

Liquid Assets: A Beverage Industry Podcast
How to import wine and spirits into the US

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Sep 8, 2025 55:41


Winning in the US market is the holy grail for many brands around the world, but how do you get started? What type of importer should you use, what should you expect from them, and what should you be prepared to bring to the table? What gets an importer excited to support your brand? In this episode we speak with Ryan O'Hara, CEO of MHW, and Serena Campbell, Operations Director for USA Wine West, for a crash course on how to maximize your chance of succeeding in the competitive, confusing, and tremendously large US wine and spirits market. This is part 1 of a two-part episode.    Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. 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.

Podcast | BNR
Beursnerd

Podcast | BNR

Play Episode Listen Later Sep 1, 2025 5:10


26% van de Nederlanders die belegt heeft ook cryptomunten in de portefeuille. Dat blijkt uit onderzoek van RaboResearch. Niet alleen jongeren handelen in Bitcoin en Ethereum, ook in de leeftijdsgroep 55 tot 80 jaar neemt de populariteit toe. Inmiddels heeft 13% van de beleggers uit die leeftijdscategorie een cryptomunt in de portefeuille.

RaboResearch Food & Agribusiness Australia/NZ
East meets West: Insights from the Western Australia sheep and wool tour

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Aug 31, 2025 27:17


Join RaboResearch's Jen Corkran and Angus Gidley-Baird in conversation with Phil Edkins, Head of Relationship Management – Southern WA, as they unpack key takeaways from the recent Rabobank Sheep & Wool Knowledge Tour to Western Australia. With 21 clients from across New Zealand and Australia, the team toured the Great Southern region of Western Australia visiting leading farm businesses and key industry bodies. From genetics to markets – and meat to wool – the conversation highlights the insights, innovations, and the value of cross-Tasman collaboration.   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 Country
The Country 27/08/25: Stefan Vogel talks to Jamie Mackay

The Country

Play Episode Listen Later Aug 27, 2025 6:52 Transcription Available


The RaboResearch general manager for Australia and New Zealand shares his thoughts on where interest and exchange rates are going.See omnystudio.com/listener for privacy information.

RaboResearch Food & Agribusiness Australia/NZ
Australian sheep markets breaking records

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Aug 25, 2025 22:20


Australian sheep prices have hit record levels, largely a result of the expectation that there will be a reduction in sheep and lamb supply. Angus Gidley-Baird chats with Paul Joules about the current state of the Australian sheep market and some of the factors that will influence it over the coming months.    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.

Liquid Assets: A Beverage Industry Podcast
Everything you need to know about hemp

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Aug 22, 2025 75:23


It seems unthinkable that a simple legal loophole for hemp would lead to the de facto legalization of marijuana edibles in the United States, but here we are. Intoxicating hemp products are everywhere, and everyone seems to be excited about them. But the story of hemp-derived THC's rise and the greatest threat to its future are inexorably linked to its legal status. In this episode, we speak to two legal experts, Marc Hauser and Rebecca Stamey-White, about how the intoxicating hemp business came to life, how long it could last, and how the sector's tenuous legal status is influencing every aspect of the industry, from who invests and founds a hemp business to where it can be sold.  Be sure to check out Marc's fantastic substack “Cannabis Musings”: Click here.   Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services Cannabis Musings is not a part of Rabobank Group. 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.

Rabo Food en Agri Nederland
Waterbesparing in de voedingsmiddelenindustrie

Rabo Food en Agri Nederland

Play Episode Listen Later Aug 22, 2025 19:02


Drinkwaterbesparing Waterkwaliteit en -kwantiteit krijgen steeds meer aandacht in Nederland, mede dankzij de dringende signalen van drinkwaterbedrijven. Dit heeft geleid tot het Nationaal Plan van Aanpak Drinkwaterbesparing, een strategie wat als doel heeft om de drinkwatervoorziening in Nederland klaar te maken voor de toekomst. Er wordt onder andere gestreefd om in 2035 het drinkwatergebruik van de zakelijke gebruikers met 20% te reduceren ten opzichte van referentieperiode 2016-2019 en om het huishoudelijk drinkwater gebruik te reduceren naar gemiddeld 100 liter per dag per hoofd van de bevolking.  In deze podcast gaan we in gesprek over de kansen en mogelijkheden om het waterverbruik in de voedingsmiddelenindustrie te beperken. Onze gasten zijn: Dennis Taanman, Procesmanager bij Geurts Conservenfabriek in Dodewaard Peter Geerdink, onderzoeker Procestechnologie bij Wageningen University & Research Lambert van Horen, Researcher bij RaboResearch en host van deze aflevering Samen verkennen we inspirerende voorbeelden, innovatieve oplossingen en praktische stappen richting een duurzamer watergebruik in de sector. Raadpleeg onze disclaimer op https://www.rabobank.nl/kennis/disclaimer/011417260/disclaimer voor informatie over de voorwaarden en beperkingen van de inhoud die in de podcast wordt gepubliceerd.

RaboResearch Food & Agribusiness Australia/NZ
Turning clouds: Rainfall boosts confidence, with an above-average Australian crop likely for 2025/26

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Aug 18, 2025 24:21


Join RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird as they unpack the positive turnaround in Australia's grain crop and examine the direction of global markets, with the Northern Hemisphere harvest progressing and supply-demand dynamics pressuring prices.   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.

Liquid Assets: A Beverage Industry Podcast
Inside the boardroom: What a company board really does and how to do it better

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 30, 2025 47:40


Caroline Levy and Carol Reber know a lot about being on a board. Between them, they sit on the board of six different companies that include Celsius Holdings, Far Niente Wine Estates, Health-Ade, Arterra Wines Canada, Rack & Riddle, and Athletic Brewing Company. On today's episode, Carol and Caroline share their journeys and bring us up to speed on what a company board of directors actually does, who should be on them, and what characteristics distinguish a good board from a bad one. Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge Be sure to listen to Caroline's fantastic podcast, Drinks With Caroline:  Click here   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Drinks With Caroline is not a part of Rabobank Group. 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.

Liquid Assets: A Beverage Industry Podcast
Every diversification strategy, ranked

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 17, 2025 67:04


In this episode, we discuss all the ways a beverage firm can diversify its business and the consequences when things go wrong. Whether it is geographical expansion, vertical integration, moving into adjacent categories, or route to market, we debate the merits, downsides, and myriad real-world examples of seven different diversification strategies and runway for each strategy to be successful going forward. Read our report on diversification strategies: Beverage market buzz: Balancing diversification versus focus. Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com. Check out the rest of our written research: Rabobank.com/knowledge.   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   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.

Kees de Kort | BNR
‘We moeten ons niet blindstaren op economische groei'

Kees de Kort | BNR

Play Episode Listen Later Jul 17, 2025 7:12


De Nederlandse arbeidsmarkt is krap, en dat voelen veel bedrijven: ze zeggen niet te kunnen groeien door een gebrek aan personeel. Tegelijkertijd zijn er volop banen voor wie werk zoekt. Maar wat betekent dat voor het bredere welzijn van mensen? Volgens Menno Middeldorp van RaboResearch draait het namelijk niet alleen om het aantal banen, maar ook om baanzekerheid, persoonlijke ontwikkeling, gezondheid en milieu. Brede welvaart is een samenvatting van een aantal dimensies, legt Middeldorp uit. Rabo Research gebruikt daarvoor wat zij de brede welvaartsindicator noemen. Het onderliggende idee is dat welvaart meer omvat dan alleen het bruto binnenlands product (bbp). ‘In totaal zijn er elf dimensies vastgesteld, elk met eigen indicatoren. Die worden samen gewogen tot één zogeheten superindicator voor brede welvaart.’See omnystudio.com/listener for privacy information.

Kees de Kort | BNR
Chinese economie groeit, 'maar onder de motorkap zie je toch wel wat zorgen'

Kees de Kort | BNR

Play Episode Listen Later Jul 16, 2025 7:48


De Chinese economie is in het tweede kwartaal met 5,2 procent gegroeid ten opzichte van een jaar eerder, blijkt uit officiële cijfers. China heeft voor het hele jaar een groeidoelstelling van ongeveer 5 procent. Ondanks dat die doelstelling wordt overtroffen is Menno Middeldorp, hoofd van RaboResearch, sceptisch: ‘Onder de motorkap zie je toch wel wat zorgen’. See omnystudio.com/listener for privacy information.

RaboResearch Food & Agribusiness Australia/NZ
Australian economic statecraft: Old ideas for a new era

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Jul 3, 2025 19:43


Join Anna Drake and Ben Picton as they explore the conclusions of a recent RaboResearch report on Australian economic statecraft. They delve into what economic statecraft is, how it differs from business-as-usual economics, and what it might mean for agriculture in the years ahead.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.  

Foco no Agronegócio - Pesquisa Setorial
Global Dairy Quarterly Segundo trimestre de 2025

Foco no Agronegócio - Pesquisa Setorial

Play Episode Listen Later Jun 19, 2025 13:30


Neste episódio do Foco no Agronegócio, Guilherme Morya conversa com Andrés Padilla sobre o mais recente relatório trimestral Dairy Quarterly, publicado pela equipe global de lácteos do RaboResearch. O episódio traz uma análise aprofundada das tendências de oferta e demanda no setor, variações de preços e os principais impactos para o mercado brasileiro de lácteos.

Liquid Assets: A Beverage Industry Podcast
What's wrong with the alcohol industry? Featuring the Business of Drinks podcast

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jun 18, 2025 68:18


It's not a fun time to work in the alcohol business. Demand is down in almost every segment and in almost every geography. Costs are rising. And most every category is in some state of oversupply. How on earth did we get here?  Erica Duecy and Scott Rosenbaum, hosts of the Business of Drinks podcast, join the RaboResearch team to debate what is driving the recent declines in the alcohol industry using our favorite debate format: a draft!  Want to sign up for our written research? Have a question, qualm, or a story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: Rabobank.com/knowledge Check out Business of Drinks on Spotify or Apple Podcasts Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Business of Drinks is not a part of Rabobank Group. Please read our disclaimer here:  https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer  

The Country
The Country 30/05/25: Jen Corkran talks to Hamish McKay

The Country

Play Episode Listen Later May 30, 2025 4:46 Transcription Available


Rabobank’s senior analyst for animal protein at RaboResearch previews Rabobank’s Beef Quarterly, which will be released next week.See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
Recession risk, Trump's objectives, and the beginning of a new world order

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later May 12, 2025 56:11


Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world.     Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

RaboResearch Food & Agribusiness Australia/NZ
Australian farmland price outlook 2025

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later May 7, 2025 13:34


Join RaboResearch analyst Paul Joules and senior analyst Vítor Pistóia as they discuss Australian farmland prices and RaboResearch's expectations for the year ahead.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Liquid Assets: A Beverage Industry Podcast
Do wine and spirits wholesalers need to be more like beer distributors?

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Apr 7, 2025 40:12


The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands, what is the appeal of working with a beer wholesaler, and what are the risks and limitations?  Contact us via email: bourcard.nesin@rabobank.com Sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services   

State of the Plate
Episode 026: Where's the Beef … Market?

State of the Plate

Play Episode Listen Later Mar 31, 2025 87:34


From policy to weather phenomena to industry cycles, there are a lot of factors that impact the U.S. beef market. In this episode of the State of the Plate podcast, Rabobank Senior Analyst of Animal Protein Lance Zimmerman joins us to talk about the state of beef today and tomorrow and what that means for ranchers, restaurants, consumers and all throughout the food value chain.To visit the RaboResearch report referenced, visit Beefing up: Strategies to shape a stronger US beef industry amid higher prices - Rabobank.Also, C.O.nxt PR expert Rachael Glaszcz sits down to advise food brands on what they can do to stay prepared for crises and unexpected adversity.00:00 Lance Zimmerman, State of Beef57:40 Rachel Glaszcz, How to Prepare for Crisis