Podcasts about raboresearch

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.

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.

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.

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.

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.

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.

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.

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.

Tune in as Jen Corkran, Senior Animal Protein Analyst at Rabobank, shares her expertise on converting grass into protein and explores current market trends in New Zealand's primary sector. The conversation begins inside the farm gate, drawing on Jen's 12 years of experience in agronomy and farm systems. Jen unpacks the fundamentals of pasture management and insights into modern pasture varieties. Top-performing operators, she notes, consistently prioritise what grows underfoot, regardless of season or soil type. The discussion then shifts beyond the farm gate to Jen's current role at RaboResearch, where she forecasts commodity trends, interprets global supply and demand, and translates these insights for farmers. With protein demand rising and global supply constrained, the outlook is promising. This episode reinforces the global advantage of New Zealand's grass-based, homegrown feed systems. Despite challenges like weather variability and rising costs, Jen highlights the opportunity in our ability to efficiently convert local feed into premium products valued by increasingly discerning consumers.**Recorded late May 2025.

Westerse legers plaatsen steeds meer bestellingen voor extra én beter materieel, maar hoeven er niet automatisch op te rekenen dat ze de gewilde spullen daadwerkelijk geleverd krijgen. Daarvoor waarschuwt Wouter Remmen van RaboResearch. Defensiebedrijven kunnen de behoefte aan wapens en munitie amper bijbenen, zegt Remmen op basis van een onderzoek van de Rabobank dat dinsdag verschijnt. Daardoor blijft de productie achter bij de vraag, wat leidt tot grote prijsstijgingen. Netto geven legers dan dus wel meer geld uit, maar ze krijgen er niet per definitie meer materieel voor terug.

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.  

Als de Nederlandse defensie-uitgaven tot 5 procent van het bbp stijgen wil dat niet meteen zeggen dat ons land er meer wapens voor terugkrijgt. De wapenprijzen zijn sinds 2022, het jaar waarin de oorlog in Oekraïne uitbrak, namelijk met gemiddeld een kwart gestegen, blijkt uit een nieuw rapport van RaboResearch, ingezien door BNR. Volgens Wouter Remmen, econoom bij RaboResearch, is het zeer de vraag of de defensie-industrie de vraag nog kan bijbenen. Donald Trump wil dolgraag zijn belastingwet, de Big Beautiful Bill, morgen op Independence Day ondertekenen. Maar nadat de Senaat nipt akkoord ging met een het wetsvoorstel, wordt er nu in het Huis van Afgevaardigden hevig tegengestribbeld. Maximaal drie Republikeinen zouden mogen tegenstemmen, vooralsnog zijn het er zeker vijf. Cybercriminelen hebben vorig jaar veel meer datadiefstallen gepleegd. Ten opzichte van 2023 is het aantal zelfs verdubbeld. Het gaat dan met name om cyberaanvallen met ransomware. Dat blijkt uit onderzoek van de Autoriteit Persoonsgegevens, die spreekt van een zorgelijke situatie. Want niet alleen het aantal diefstallen neemt toe, de financiële schade is ook steeds groter, zegt Dennis Davrados, datalek-expert bij de Autoriteit Persoonsgegevens. Over deze podcast In Ochtendnieuws hoor je in 20 minuten het belangrijkste nieuws van de dag. Abonneer je op de podcast via bnr.nl/ochtendnieuws, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live. See omnystudio.com/listener for privacy information.

As sustainability continues to shape the future of New Zealand agriculture, how does this compare across the ditch in Australia? In this episode of RaboTalk's Growing Our Future, host Blake Holgate speaks with Anna Drake, Sustainability Analyst at RaboResearch in Australia, to understand the drivers, challenges, and opportunities influencing Australian farmers' approach to sustainability. While Australia faces fewer regulatory pressures than New Zealand, similar market forces, climate concerns, and innovation needs are still in play. Anna shares insights into how Australian agriculture is responding to sustainability demands, what's currently happening on farm, and where the sector is headed in the years to come.

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.

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  

De Nederlandse industrie, de vervoersector en de groothandel worden rechtstreeks geraakt door de handelsperikelen van de Verenigde Staten, zo blijkt uit de sectorprognoses juni van RaboResearch. Bij een escalatie van de handelsoorlog worden ook onze specialistische zakelijke diensten en de horeca geraakt. Econoom Lize Nauta van RaboResearch geeft een toelichting op de drie scenario's die zijn doorgerekend. NSC heeft een vacature voor de kandidaat-lijsttrekker online gezet. En dat is voor het eerst in de parlementaire geschiedenis. 'Ze weten kennelijk niet wie ze willen of ze hebben niemand, het is gokken. Het is een hele rare move. Er was blijkbaar niemand die interesse heeft', zegt politiek journalist Chris Aalberts. Over deze podcast In Ochtendnieuws hoor je in 20 minuten het belangrijkste nieuws van de dag. Abonneer je op de podcast via bnr.nl/ochtendnieuws, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live. See omnystudio.com/listener for privacy information.

Tariff movements threatened to hurt Australia’s beef industry, but could natural weather events be much more of a problem?See omnystudio.com/listener for privacy information.

De verwijten in het debat over de val van het kabinet vliegen al over en weer. VVD-leider Yesilgöz wijst naar Wilders, maar krijgt zelf ook forse kritiek. Politiek verslaggever Floor Doppen volgt het debat voor ons in Den Haag. Ander nieuws uit The Daily Move: Schiphol raakt z'n natuurvergunning kwijt. Dat heeft de rechtbank in Den Haag bepaald, in een zaak die was aangespannen door milieuorganisatie Mobilisation for the Environment. Maar ondanks de nederlaag zegt Schiphol dat er op korte termijn niet verandert in het aantal vluchten. De Nederlandse economie zal dit jaar groeien met 1,5 procent en volgend jaar met 1 procent. Het kabbelt dus lekker door, verwachten economen van RaboResearch. Zij noemen het een 'behoorlijk hoog' percentage, omdat er ook een wereldwijde handelsoorlog is. In Rusland zijn ze naarstig op zoek naar twee Oekraïense spionnen. Het gaat om een Ex-dj en zijn vrouw, een schrijver van erotische fictie. Zij zouden achter die inmiddels befaamde 'operatie spinnenweb' zitten. Die grootschalige drone-aanval van afgelopen weekend waardoor er zoveel Russische bommenwerpers zijn vernietigd. See omnystudio.com/listener for privacy information.

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.

De verhouding tussen de EU en het Verenigd Koninkrijk leek jarenlang op die van een echtpaar in een overkokende vechtscheiding. Maar vandaag niet: de Britten en de Europeanen werden het eens over een grote economische deal. Wie profiteert daar vooral van? Presentator Hans van der Steegbespreekt het met RaboResearch-econoom Stefan Koopman.

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.

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.

RaboResearch senior analyst discusses the recently released RaboResearch dairy report, which looks at a new Indonesian school milk programme and the opportunities it could create for the NZ dairy sector. See omnystudio.com/listener for privacy information.

The general manager for RaboResearch, Australia and New Zealand, updates the US/Trump/China trade war and the container freight situation in the Red Sea area. See omnystudio.com/listener for privacy information.

Het zijn turbulente tijden in de wereld door het presidentsschap van Donald Trump in Amerika. Financiële markten gaan alle kanten op, waardoor het ook een extra drukke periode is voor de Autoriteit Financiële markten (AFM). Daarnaast is er ook een sterke oproep om één sterk Europa te vormen en Amerikaanse bedrijven scherp aan te pakken. Allemaal ingewikkelde zaken voor de AFM. Hoe ziet het werk van de AFM er onder deze omstandigheden uit? En zijn zij voorstander van één centrale Europese toezichthouder? Laura van Geest, bestuursvoorzitter van de AFM, is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel De handelsoorlog raast onverminderd voort. De VS voert nu importheffingen van 145 procent voor Chinese importeurs. China sloeg op vrijdag nog terug met importheffingen van 125 procent jegens de VS. Ondertussen lopen de effectieve rentes op Amerikaans schuldpapier nog altijd op, terwijl de dollar daalt. Maar geen fabriekseigenaar aan beide kanten van de Stille Zuidzee kan dit geweld aan. Wie knippert er eerst: Trump, China of de obligatiemarkten? En: Nederlandse huizenprijzen dalen op korte termijn, terwijl er meer (nieuwbouw)huizen worden verkocht. Dat en meer bespreken we om 11.30 in het economenpanel met: Menno Middeldorp, hoofd van RaboResearch en Marijn Jongsma, redacteur macro-economie bij het Financieele Dagblad. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via de e-mail zaken@bnr.nl Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

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   

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

The US’s relatively small trade deficit with New Zealand has so far helped keep New Zealand food and agri exports off the US trade tariff ‘wheel of misfortune’, but the tariff threat remains, RaboResearch's GM says in a newly-released global report. See omnystudio.com/listener for privacy information.

Met de software van Mendix kan iedereen programmeren. Of nouja, het maakt het voor mensen met expertise over hun organisatie een stuk makkelijker betrokken te zijn met de ontwikkeling van software. Dat scheelt programmeurs en technische kennis, en die is schaars. Dat klinkt verdacht veel als de belofte die AI doet. Hoe gaat het bedrijf om met de razende opkomst van generatieve AI in de programmeerwereld? Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel Om de Europese defensie-uitgaven te verhogen worden de Europese begrotingsregels versoepeld. En: het kabinet wil zich voor de voorjaarsnota hard maken voor de middenklasse. Dat en meer bespreken we om 11.10 in het economenpanel met: Marieke Blom, hoofdeconoom bij ING. En Menno Middeldorp, hoofd van RaboResearch. Luister economenpanel Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Het Amerikaanse handelstekort is de afgelopen maanden naar recordhoogte gestegen. Heel verwonderlijk is dat niet als je kijkt naar de manier waarop president Donald Trump te werk gaat, zegt Menno Middeldorp, hoofd van Raboresearch. ‘Als je heel hard gaat roepen dat je straks allerlei importen duurder gaat maken, is het logisch als mensen en bedrijven dat nu vast gaan inslaan.’ See omnystudio.com/listener for privacy information.

De energiekosten van bedrijven in de industrie blijven verder oplopen, waardoor marges dunner worden. Ondertussen moet de sector verduurzamen, maar ziet geen rendabele investeringsopties door de huidige netcongestie. Zit de industrie in het nauw? En welke uitwegen zijn er nog? Voorzitter Theo Henrar is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel China stapt naar de WTO vanwege de Amerikaanse importheffingen. Is dit de goudenweg die we in moeten slaan om weerstand te bieden aan Donald Trump? En: Moeten we vast blijven houden aan onze klimaatdoelen of is de verminderde regeldruk de weg die we moeten inslaan? Dat en meer bespreken we in het Economenpanel met: Menno Middeldorp, hoofd RaboResearch en Lex Hoogduin, emeritus hoogleraar economie Rijksuniversiteit Groningen. Luister l Beleggerspanel Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

This week's inflation report showed food costs are easing, but experts say some categories will stay high. SBS Finance Editor Ricardo Gonçalves speaks with Stefan Vogel from RaboResearch to find out, plus David Scutt from StoneX goes through the day on the sharemarket.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Hong Kong-based Head of RaboResearch – Asia Dirk Jan Kennes the key trends through 2030 in this major destination market for Australian and New Zealand products.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Netherlands-based Head of RaboResearch – Europe and Africa Cindy Koolhout key trends through 2030 in an important destination market for Australian and New Zealand. 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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with Brazil-based Head of RaboResearch – South America Andy Duff the key trends through 2030 in a region that is an important exporter and competitor.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses with US-based Head of RaboResearch – North America Roland Fumasi the key trends through 2030 in this major competitor and destination market for Australian and New Zealand products.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Economics power duo Jane Foley and Christian Lawrence return to discuss the outlook for economic growth and the potential impact of tariffs and the Trump presidency in 2025. 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.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key fertilizer and crop inputs trends through 2030 with US-based Global Sector Strategist for Farm Inputs Stephen Nicholson.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key sustainability trends through 2030 with Netherlands-based Global Sector Strategist for Sustainability Marjan van Riel.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

RaboResearch speculates the impact of a renewed tariff war with China on U.S. crop farmers.  The result is lower soybean acreage and prices. 

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key global livestock industry trends through 2030 with Senior Animal Protein Analyst Angus Gidley Baird.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key grain and biofuel industry trends through 2030 with US-based Global Sector Strategist – Grains & Oilseeds Steve Nicholson.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the sugar and biofuel industries through 2030 with Brazil-based Global Sector Strategist – Sugar Andy Duff.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key dairy industry trends through 2030 with US-based Global Sector Strategist – Dairy Mary Ledman.   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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses key trends in the horticulture industry through 2030 with Netherlands-based Global Sector Strategist – Fresh Produce Cindy van Rijswick.     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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. RaboResearch Australia & New Zealand General Manager Stefan Vogel discusses industry trends impacting logistics and packaging through 2030 with Netherlands-based Global Sector Strategist, Packaging and Supply Chains, Cyrille Filott.     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://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

On Tuesday's AOA, we start the show with a look at corn and soybean market action, demand picture and more with David Brock from The Brock Report. In Segment Two, we hear from the U.S. Soybean Export Council and CEO Jim Sutter about their new report looking at record U.S. soybean meal exports for the 23/24 marketing year. (View the report from USSEC here: https://ussec.org/soybean-meal-exports-set-new-record-in-2023-24-marketing-year)   In Segment Three, we take a deep dive into the cattle markets near year-end and look at the latest Global Beef Quarterly report with Lance Zimmerman from RaboResearch. In Segment Four, we close the show with a look at news headlines including the latest on the fight to be the Democratic leader of the House Ag Committee.

2024 has been interesting in the beef market. Lance Zimmerman, a beef analyst for RaboResearch, says demand remains high despite tighter supplies and higher prices.See omnystudio.com/listener for privacy information.

Consolidation has transformed the world of wine and spirits distribution in the US. While everyone knows that consolidation happened, far fewer people understand the trends that pushed a few US wholesalers to achieve scale. Dave Lane and Tracy Aldworth, senior leaders from Republic National Distributing Company, discuss the drivers behind the structural changes to the middle tier and how their company is responding to remain competitive far into the future.   Link to the latest RaboResearch distribution report: National Alignment: How US wine and spirits brands can get the most out of their wholesaler 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

Adapted from a live webinar hosted by Rabobank in July, this unique episode brings together experts from The Wine Group, Jackson Family Wines, and Crimson Wine Group, who joined forces to share best practices on lightweighting or “right-weighting” glass packaging. The panel includes: Tony Maan, Vice President of Supplier Development at The Wine Group  Colleen Fitzgerald, chenin blanc viognier winemaker and Chair of the Greenhouse Gas Emissions Measurement Committee at Crimson Wine Group  Mitch Davis, Executive Vice President – Operations at Jackson Family Wines   Rabobank clients can read the original RaboResearch report on lightweighting on our website: Wine Quarterly Q4 2023: Why weight? Wine's biggest sustainability problem is also the easiest to fix and 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.