Podcasts about raboresearch

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.

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.

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.

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.

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.

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/  

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.

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.  

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.

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.

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 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.

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.

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.

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.

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.

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.

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  

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.

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.

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.

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.

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

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