Podcasts about raboresearch

The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks industry coverage with a very special episode, discussing the biggest story from each year of the past decade. And if you've appreciated Jim's work over 125+ episodes of this show, you should thank him directly at: JCWatson334@gmail.com. Tune in to learn something and remember some pivotal beverage industry moments as we break down: 2016:  The Anheuser-Busch acquisition of SABMiller 2017:  Marijuana legalization in Canada and the US 2018:  The Keurig Dr Pepper merger and the broader category blurring in soft drinks 2019:  The year hard seltzers and RTDs took craft beer's momentum 2020:  Ugh… nothing in particular        2021:  The year of revenge spending and crazy valuations 2022:  The year inflation took over the world 2023:  The fallout from the anti-trans backlash against Bud Light 2024:  The year of plummeting valuations and the wine and spirits industry starting to panic 2025:  Trump Tariffs and RNDC pulling out of California   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. 

Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making?   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. 

Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vogel, General Manager RaboResearch – Australia and New Zealand, and Julia Buech, Senior Consumer Foods Analyst, as they discuss the implications and strong changes these trends bring to the food industry – all the way to farm products like sugar, meat, and fresh produce.   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, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.   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, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026.   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. 

Tuesday Headlines: Communities brace for worsening fire conditions today, jury finds Toyah Cordingley murdered by former nurse, Barnaby Joyce says Australia is late to embrace the wave of right-wing politics sweeping the world, and Golden Globes nominations announced. Take part in The Briefing survey HERE. Deep Dive: Our eating habits are changing so significantly thanks to new weight loss medications that it’s impacting the globe’s food supply. In Australia, the sale of GLP-1's like Monjauro and Ozempic have soared tenfold in the last five years, with new research shining a light on how we’re not only eating less but also prioritising certain foods. In this episode of The Briefing, Sacha Barbour Gatt speaks with RaboResearch’s Stefan Vogel about the future of food in a post GLP-1 world. Follow The Briefing: TikTok: @thebriefingpodInstagram: @thebriefingpodcast YouTube: @TheBriefingPodcastFacebook: @thebriefingpodcastSee omnystudio.com/listener for privacy information.

In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack the trends in grain yield and quality for the 2025/26 season and how market strategies may play out for an above-average crop. While large stocks pressure wheat and barley prices, the direction of the canola market hinges on geopolitics.    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. 

On today's REX Daily Podcast, Dom talks with Tracy Crossan, Stud Manager at Trevalda Irish Sport Horses about the cancellation of Horse of the Year for 2026, what it means for her and the other top competitors in the country and the state of equestrian in NZ at the moment... He talks with Jen Corkran, RaboResearch senior animal proteins analyst, about the outlook for beef prices in 2026, the record farmgate prices experienced this year and what major factors are playing a role... And he talks with Rural Livestock board member John Faulks about the acquisition of NZ Farmers Livestock and Redshaw Livestock, what it means for the company and why the businesses will continue to trade under their respective brands. 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.

Dom talks with Jen Corkran, RaboResearch senior animal proteins analyst, about the outlook for beef prices in 2026, the record farmgate prices experienced this year and what major factors are playing a role. 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 senior animal protein analyst on beef and lamb prices at record highs and why their prospects are so good for this season.See omnystudio.com/listener for privacy information.

De Nederlandse stadsvervoerders pleiten al JAREN voor meer investeringen in het openbaar vervoer, maar tot nu toe lijkt het vooral bezuinigingen proberen te voorkomen. Hoe gaat de sector daarmee om? Jaap Bierman van de Haagse vervoersmaatschappij HTM 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. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Economenpanel De Nederlandse economie presteert ondanks de Amerikaanse importheffingen, hoge inflatie en geopolitieke onzekerheid beter dan verwacht. En: na maandenlang speculeren publiceerde de Britse regering dan eindelijk haar begroting, maar of die het land uit het financiële slob kan trekken? Ik ga het allemaal bespreken in het economenpanel dat vandaag bestaat uit Barbara Baarsma (hoofdeconoom van PwC Nederland, en hoogleraar toegepaste economie aan de UvA) en Menno Middeldorp (hoofd van RaboResearch). Luister l Economenpanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. 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.

De Nederlandse economie presteert ondanks de Amerikaanse importheffingen, hoge inflatie en geopolitieke onzekerheid beter dan verwacht. En: Na maandenlang speculeren publiceerde de Britse regering dan eindelijk haar begroting... maar of die het land uit het financiële slob kan trekken? Dat en meer bespreken we in het economenpanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het economenpanel, dat deze keer bestaat uit: -Barbara Baarsma (hoofdeconoom van PwC Nederland hoogleraar toegepaste economie aan de UvA) -Menno Middeldorp (hoofd van RaboResearch). Abonneer je op de podcast Ga naar de pagina van het economenpanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke maandag live om 11:30 uur in BNR Zakendoen. See omnystudio.com/listener for privacy information.

Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer 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. 

Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026.    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.

Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company results, we discuss the broader impact of regulation on spirits sales, how long a transitory/cyclical downturn can be before it is considered structural, the sharp shift in fortunes between geographies, and the difficulty of off-loading unwanted brands when literally everyone else is doing the same thing.    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. 

Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.   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.

See omnystudio.com/listener for privacy information.

Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets.   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 bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why it is important to recognise them and offers some tips on how to do it.   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.  

Rabobank's GM for RaboResearch says the global agricultural landscape has entered a new phase where geopolitics – not only traditional supply and demand market forces – will dictate agricultural trade flows, prices, and production decisions, according to the bank's Agri Commodity Outlook 2026. The report describes a world increasingly divided between two spheres of influence – the United States and China – where agricultural commodity exports have become “pawns on a geopolitical chessboard.”See omnystudio.com/listener for privacy information.

Craft spirits companies have seen an abrupt shift in fortune. Loaded with debt, rising cost of goods sold, and declining demand, many are struggling to survive. With help from our expert panel, we explore the greatest challenges craft distillers are facing and some of the financial and strategic decisions that could prove the difference between closure and living to sell another year. Guests on today's episode:  Maria Pearman – Advisory Partner / fractional CFO, GHJ  Margie Lehrman – CEO, American Craft Spirits Association Becky Harris – President & Chief Distiller, Catoctin Creek Distilling Company.    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 fastfoodketen Fat Phill’s groeit snel. In Nederland heeft de keten, die hamburgers met kaassaus en belegde broodjes serveert, al 23 filialen, en er ligt een grote uitbreiding in het Verenigd Koninkrijk in het verschiet. Is dat hoge tempo vol te houden nu consumenten door stijgende kosten steeds minder vaak kiezen voor fastfood? Armin Vahabian, ceo van Fat Phill's 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. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Economenpanel Grote, complexe en ondoorzichtige risico's bedreigen onze financiële stabiliteit stelt de AFM. Maar wat zijn die risico's? En: China heeft te veel macht in de energiesecter, maar hoe komen we daar vanaf? Dat en meer bespreken we om 11.30 in het economenpanel met: Lex Hoogduin, emeritus hoogleraar Economie aan de Rijksuniversiteit Groningen en Menno Middeldorp, hoofd van RaboResearch. Luister l Economenpanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. 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.

Grote, complexe en ondoorzichtige risico's bedreigen onze financiële stabiliteit stelt de AFM. Maar wat zijn die risico's? En: China heeft te veel macht in de energiesector, maar hoe komen we daar vanaf? Panelleden Presentator Thomas van Zijl gaat in gesprek met het economenpanel, dat deze keer bestaat uit: Lex Hoogduin, emeritus hoogleraar Economie aan de Rijksuniversiteit Groningen Menno Middeldorp, hoofd van RaboResearch. Abonneer je op de podcast Ga naar de pagina van het economenpanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke maandag live om 11:30 uur in BNR Zakendoen. See omnystudio.com/listener for privacy information.

RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the latest release from the Australian Bureau of Stastics. Is there relief for consumers, or is more sticker shock to come?   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.

Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate 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.

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.

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.

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.

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.

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.

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.

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. 

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.  

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.

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.

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 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.  

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 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.

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.  

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.

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.  

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.

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.  

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.

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.

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.

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/  

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.

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.