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. 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 Asia and RaboResearch F&A Australia & New Zealand

RaboResearch Food & Agribusiness North America

Bad to Worse for Glyphosate

The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.

G&O Update

Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.

Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market

Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.

Commodity Supercycle Talk and Brazilian Corn Drops

Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.

A Toast to Avocados

May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.

A Remarkable Year for Beef

On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand

Cotton Across Hemispheres

The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.

USDA Report Surprises Commodities Markets

Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.

Strawberries Surge During Uncertain Times

A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.

Grains Rally Creates Feed Cost Challenges

Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.

Mid- and Post-Pandemic Beef Demand

It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.

Wild Markets and a Surprise Grains Rally 

2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.

The Year Ahead – The 2021 Commodity Outlook

When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode. 

Room for Optimism in Animal Protein Outlook

Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.

Election Uncertainty Impacts Markets and Cotton Rally Continues

Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.

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RaboResearch Food & Agribusiness North America

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