Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy and send prices skyrocketing. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Australia & New Zealand and RaboResearch F&A North America

RaboResearch Food & Agribusiness Asia

Bad to Worse for Glyphosate

China's population is aging. Households are getting smaller, and women have more purchasing power than ever before. In this episode, Sudip Sinha, Stacie Wan, and Michelle Huang discuss what this could mean for demand for CPG products and how brand manufacturers can position themselves to serve a shifting consumer base in the decades to come.

What Changing Demographics Mean for F&B Industries in Asia

Martine Jansen, Head of Supply of Project Acorn, joins Oscar Tjakra to discuss Rabobank’s new tech-driven, nature-based solution for carbon sequestration.

Rabobank’s Project Acorn and the Benefit for Smallholder Farmers

Shiva Mudgil joins Oscar Tjakra to discuss the outlook for the Indian poultry, dairy, and animal feed industries in 2021, while also looking at the progress of the Indian monsoon and its impact on domestic grain & oilseed production.

2021 Indian Poultry, Dairy, and Animal Feed Industries Outlook

In this episode, Dennis Voznesenski joins Oscar Tjakra to discuss the outlook for 2021/2022 Australian winter crop planting and how this will impact grain & oilseed importers in Southeast Asia. This episode is also on our sister podcast, RaboResearch Food & Agribusiness: Australia & New Zealand

Australian Winter Crop Planting Outlook and Its Impact on Southeast Asian G&O Importers

Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilseeds Analyst based in China, to discuss why the outlook for canola demand in China is flat.

The Canola Files, Part 3: Golden Prices Flatten China’s Demand

Plant-based meat substitutes are a rapidly growing segment in an established and large consumer food market, attracting significant investments and consumer acceptance in recent years. How will this trend potentially affect the global grains, oilseeds, and pulses sectors? In this podcast episode, Vito Martielli and Dennis Voznesenski join Oscar Tjakra to discuss the outlook for grains, oilseeds, and pulses as plant-based meat ingredients.

Grains, Oilseeds, and Pulses as Plant-Based Meat Ingredients: A Global Perspective

Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Saurabh Bajaj, Asia CEO of Just Asia – Eat Just, shares his views on the current and future developments of alternative protein markets in Asia, what the key drivers are, and how to ensure future success. Saurabh is joined by RaboResearch Asia analysts Oscar Tjakra and Michelle Huang in this podcast episode.

The Future of Alternative Protein in Asia, Part 2: An Interview With Just Asia – Eat Just

Alternative protein markets in Asia are top-of-mind for consumers and food companies alike in the region. In this episode, Nick Halla, SVP International at Impossible Foods, shares his views on the current and future developments of alternative protein markets in Asia, what the key drivers are, and how to ensure future success. Nick is joined by RaboResearch Asia analysts Michelle Huang and Oscar Tjakra in this podcast episode.

The Future of Alternative Protein in Asia, Part 1: An Interview With Impossible Foods

Charles Clack and Oscar Tjakra get together to discuss the 2021 demand outlook for Southeast Asian sugar and G&O, current high freight rates, and CO2 emissions from the shipping industry.

2021 Demand Outlook for Southeast Asian Sugar and G&O

Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.

The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils

Xinnan Li, Matteo Iagatti, and Oscar Tjakra gather together to dissect the root causes of high global container freight rates and their impacts on global agri commodities trade. Rabobank clients can read the full report on the RaboResearch website.

Global Container Freight Rates Outlook and Its Impact on Agri Commodities Trade and Logistics in 2021

Three of our analysts – Charles Clack, Oscar Tjakra, and Lief Chiang – join forces to dissect our 2021 global commodity outlook for grains & oilseeds, vegetable oils, and soft commodities. Covid-19, La Niña, and geopolitical tensions are all on the agenda, amid a relatively bullish outlook for the grain and oilseed markets.

Bull Waves Don’t Break: What Rabobank’s Agri Commodity Market 2021 Outlook Means for Asia

Asian animal protein markets saw a very challenging year in 2020, not only from the continuing impact of African swine fever, but also from disruptions due to Covid-19. In this podcast, we look into key global and local issues that will shape Asian animal protein production and consumption in 2021.

Asian Animal Protein Outlook for 2021

Angus Gidley-Baird speaks with Chinese analyst Chenjun Pan about that country’s current demand for protein (including beef) and what the demand is expected to look like over the coming year.

Is China’s Demand for Beef Waning?

With a presence in China, India, Indonesia, Hong Kong and Singapore, we supply our clients in the region, as well as our global network, with research and advisory on Asian F&A.

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RaboResearch Food & Agribusiness Asia

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