Podcasts by RaboResearch Agri Commodities
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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Further podcasts by Rabobank RaboResearch Food & Agribusiness
Podcast on the topic Geldanlage
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Grain&oilseed markets move south from 2023-11-29T07:00
Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Sinc...
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Bulls feed on old grain from 2023-10-16T06:00
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Softs Rally Hard from 2023-06-30T13:23:30
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta ...
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April WASDE: USDA Cuts Argentine Yields from 2023-04-13T08:36:44
With minimum alterations for most countries, the April WASDE's main talking poin...
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Outlook 2023: Tightening the Belt from 2022-12-06T08:41:15
Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of ...
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October 2022 WASDE: USDA Scissorhands from 2022-10-13T15:05:25
On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become...
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September WASDE: USDA’s Struggle Session from 2022-09-16T09:11:50
In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August...
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Funds in the Sun from 2022-07-15T13:35:16
Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent beari...
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High G&O Prices Will Shrink China's Imports and Demand from 2022-02-28T14:54:56
Join Rabobank’s Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for China's f...
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The Ukraine Metacrisis and Its Impact on Agri Commodity Markets from 2022-02-01T10:54:20
Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities li...
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Agri Commodities Outlook 2022, Part 2: Softs from 2021-12-21T07:00
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 202...
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Agri Commodities Outlook 2022, Part 1: Grains&Oilseeds from 2021-12-20T07:00
Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in 20...
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Halloween Special: More Tricks Than Treats from 2021-10-26T12:50:04
Join Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might s...
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September 2021 WASDE: Consumers Come in From the Cold from 2021-09-14T07:59:45
Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT coun...
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EU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola? from 2021-08-18T06:00
The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What does this mean for biofuel and, consequently...
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Any Catches for Aussie Cotton? from 2021-08-02T15:35:20
The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, RaboResearch’s Agri Commodity Markets Cotton...
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Heavy Rains Batter Europe as Harvest Gets Serious from 2021-07-26T06:00
First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during harvest. Are these weather events a big deal?...
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Acreage Gains Prove Hard to Make from 2021-07-01T15:34:35
In the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. Expectations for acreage gains were high giv...
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Export Tax Gains for Australian Croppers and Russian Shoppers from 2021-06-08T06:00
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this have on Russian exports to Australia’s key expo...
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The Canola Files, Part 3: Golden Prices Flatten China’s Demand from 2021-05-25T06:00
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 th...
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FX and Inflation to Affect Agri Commodity Prices from 2021-05-12T06:00
The rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. While the US dollar has an obvious link to commodity pric...
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Bears Come In From the Cold from 2021-04-26T06:00
In the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oilseed price dynamics entering the critical weather marke...
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Ukraine-Russia Crisis: Implications for Grains Markets from 2021-04-20T06:00
Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of eastern Ukraine, and now the Russian defense mini...
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April WASDE: Market in the Middle from 2021-04-13T08:38:27
The April WASDE was destined to be overshadowed by its two explosive siblings – the March Prospective plantings and the new crop May WASDE. Nevertheless, the April WASDE contained important chan...
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You Reap What You Sow from 2021-04-08T13:21:44
The USDA’s Prospective Plantings report came in far below expectations on corn and soy and heaped pressure on yields, whose weak performance would exacerbate seven-year high scarcity. CBOT G&O b...
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The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils from 2021-03-25T07:00
Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.
The content of this podc...
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ICE #2 Cotton: On a Tear or Torn Apart? from 2021-03-23T07:00
After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sel...
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Speculation in Commodities to Continue from 2021-03-22T15:39:55
Ryan Fitzmaurice, senior commodity strategist, joins Carlos Mera, head of agri commodities market research, to discuss speculation in commodities markets. Funds have reached some extreme positio...
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Softs | Agri Commodities Outlook 2021: Bull Waves Don’t Break from 2020-12-03T18:27:02
The 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19’s economic and social consequences. This is particularly true for grains and oilseeds. The engines dri...
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G&O | Agri Commodities Outlook 2021: Bull Waves Don’t Break from 2020-12-03T18:25:45
The 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19’s economic and social consequences. This is particularly true for grains and oilseeds. The engines dri...
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Halloween Special: Scary Wheat Prices, Ghostly Chocolate Prices, and Spooky Sugar Prices from 2020-10-26T15:37:20
The prospect of children coughing at your door may be scary enough at the moment, but there is also a lot of fear in agri commodity markets. In this special edition Listen
Oil Heats Up, and Farmers Get Cooking from 2020-09-25T13:41:59
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil ...
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Sweet, Sweet Speculation: How Funds Are Supporting Sugar from 2020-09-10T19:00
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and the reasons why. The duo look at how this – along with t...
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Opportunity Awaits the ‘Bolled’ and Brave – A Ten-Year Outlook for Cotton from 2020-09-03T22:30
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand rec...
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G&O Market Update July 2020 from 2020-07-16T16:31:59
In this G&O market update we cover the main drivers leading price moves across Corn, Soybean and Wheat markets. The weather has begun to show a greater influence on G&O markets in recent weeks a...
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Coffee Outlook Q2 2020 from 2020-06-08T15:21:55
While the supply side is not without concerns, demand has been dropping due to Covid-19. For now, harvests are going ahead more or less normally in top producer Brazil and also in Colombia. We e...
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May 2020 G&O Market Update from 2020-06-04T06:00
Brent Crude recovered over 30% so far in May, pushing vegetable oil prices higher. Soy and corn remained subdued in the midst of an abundance of US stocks, good weather, and rapidly progressing ...
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CBOT Springs a Leak – Agri Commodity Markets Monthly April 2020 from 2020-04-30T14:50:04
April witnessed unprecedented weakness in the energy sector and in emerging market currencies. Agri commodities markets were infected by these factors and continued their downward trend. Meanwhi...
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Havoc in the Hamper, Hell in the Handbasket from 2020-03-26T18:28:15
Join the ACMR team as they discuss the wild ag commodity price swings amid market concerns for demand destruction and supply chain stability. For energy-related products like sugar, soy oil, pal...
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Slow Recovery: Coronavirus Will Extend the Feed-Demand Hangover from 2020-03-02T13:29:44
China G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragile Chinese and global feed demand. Lief and Michael the...
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What Brexit Could Mean for Global Sugar from 2020-03-02T07:00
Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie Clack and Maria Afonso join forces to see if Brexit cou...
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Is Sugar's Sweet Start to 2020 Here to Stay? from 2020-02-10T07:00
US-China: Phase One from 2020-02-05T15:52:25
What does 'phase one' mean for US agriculture? Is it a return to normal, or is the old normal gone for good? RaboResearch grain & oilseed analysts Erin FitzPatrick and Steve Nicholson talk throu...
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Coffee Rally Keeps Traders Awake and Farmers Happy from 2019-12-19T00:00
Arabica coffee prices rallied 40% in the last two months on the back of a frantic speculative rally. This is in sharp contrast to the low-price trend seen over the last two years, in which coffe...
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Hot Oil: Vegetable Oil Prices Rise to the Top from 2019-12-17T15:25:10
The vegetable oil complex has enjoyed strong price increases in 2019. In this ACMR podcast episode, grain & oilseed analysts Oscar Tjakra and Michael Magdovitz review vegetable oil market fundam...
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Upsides in a Burdened Global Grain Market from 2019-11-06T07:00
Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply...
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Sugar: Volatility Ahead from 2019-08-23T11:01:51
In this joint Rabobank ACMR & FAR Australia podcast, South-East Asia Sugar expert Charles Clack joins ACMR senior analyst Carlos Mera to discuss the outlook for sugar prices. While the current g...
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Oops!... WASDE Did It Again! from 2019-08-14T07:59:25
Two months after publishing a planting intentions report that was viewed as overstating US Corn acreage, the USDA completed a second survey that confirmed its initial findings, increased yields,...
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The Impact of ASF on Chinese Feed Demand from 2019-08-01T11:28:53
In this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, Afric...
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US Weather Gets Rough – The USDA Gets Tough from 2019-06-14T08:31:55
A month of persistent rain across the Midwest kept corn farmers out of the fields and forced the USDA to do an about-face on their heavy 2019/20 balance sheet projections, cutting carry-out by 8...
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Heavy US Rains, Buoyant Prices from 2019-05-31T15:43:11
Join Stefan Vogel, head of ACMR and global G&O strategist, as he comments on the excessive rainfall across the US, which caused an impressive price rally of over 20% in CBOT Corn and Wheat. Whil...
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The Impact of the IMO 2020 Regulation on the Grains&Oilseeds Industry from 2019-05-17T09:27:41
On 1 January 2020, the International Maritime Organisation (IMO) will implement a 0.5% global sulphur cap for marine fuels. With less than a year to go, there are still uncertainties about the g...
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The Rise of Brazilian Cotton: A Good Yarn? from 2019-05-09T08:10:38
Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry ...
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Trade Optimism Shaken by US Tariff Escalation from 2019-05-07T14:32:01
From early November until last week, CBOT markets enjoyed a US-China trade war hiatus as China initiated goodwill purchases of US agricultural goods, the US withheld tariff hikes, and both sides...
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What Lies Ahead in 2019/20 for Grains&Oilseeds? from 2019-04-30T09:29:06
ACMR Head and G&O Sector Strategist Stefan Vogel joins ACMR Analyst Michael Magdovitz to discuss the recent price breaks in wheat, corn, and soybeans, along with some thoughts ahead of the USDA’...
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Coffee Wars: Brazil Is Winning from 2019-04-18T11:49:49
Arabica coffee prices are at 13-year lows. At only USc 90/lb, arabica prices are now below cost of production in virtually all arabica-producing countries aside from Brazil – and over 10m coffee...
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Trade War Special: China’s 55 Billion Dollar F&A Wish List from 2019-03-01T06:00
In the latest episode of the ACMR podcast, China G&O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&A shopping list under a trade deal. Amid reports that ...
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WASDE: Counting Stocks Amid Trade Talks from 2019-02-12T15:37:38
Join Stefan Vogel (ACMR Head and G&O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the latest WASDE, US stocks, and winter plantings reports.
The co...
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January 2019: Grains and Oilseeds - Smooth Ride, but Flying Blind from 2019-02-01T07:00
Geopolitics and weather risk upside are driving G&O prices higher, after a relatively steady month in January. Michael Magdovitz and Charlie Clack discuss navigating these markets amid the US go...
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January 2019: Smooth Ride, but Flying Blind – Softs markets from 2019-01-30T07:00
So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Su...
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The G20 Trade War Truce from 2018-12-07T11:02:18
During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that...
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Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing from 2018-11-23T07:00
Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets—including sugar, coffee and cotton—in the year ahead, as highlighted in their latest report, Outlook 2019: Trade ...
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Grains&Oilseeds Outlook for 2019: Trade War Turbulence, With Softs Landing from 2018-11-22T14:38:41
Michael Magdovitz and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2019, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Sof...
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Will the World Buy Big US Supplies? from 2018-08-31T11:42:58
Weakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declining balance sheets and ongoing trade discussions. Michael Magdovitz and Ch...
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Rabobank European Grains Tour | Focus On Ukraine from 2018-08-20T05:30
The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora & Dalwallinu ...
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The WASDE Reveals Big US Yields from 2018-08-16T06:00
Charlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this means for global G&O markets and what is in store for the future.
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Argentina Agribusiness Outlook from 2018-08-14T08:20:48
In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&O and Animal Protein sectors with local players. In this podcast, our anal...
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Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully from 2018-06-04T13:59:08
Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Me...
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A Palm Storm is Brewing from 2018-05-29T08:35:16
Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-E...
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Don’t Fall Asleep Behind The Risk Management Wheel from 2018-04-30T14:49:13
Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018.
This podcast episode was origin...
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Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets from 2018-03-06T10:08:40
Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlook...
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Grains&Oilseeds Outlook for 2018: Good Buy, Low Prices from 2017-11-22T10:00:32
Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening ba...
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Soft Commodities Outlook for 2018—Good Buy, Low Prices from 2017-11-22T09:59:29
Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption t...
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EU Sugar Shake-Up from 2017-10-10T12:31:16
As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rule...
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Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating from 2017-10-04T12:15:45
The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%...
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Agri Commodities Monthly August 2017: Uphill Struggles Ahead from 2017-08-25T11:35:34
Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decl...
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Agri Commodities Monthly July 2017: Weather Volatility Ahead from 2017-07-26T14:51:05
Agri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grai...
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Agri Commodities Markets Review, June 2017 from 2017-06-23T15:44:58
Rabobank has just released its Agri Commodities Markets Report for June 2017. In this podcast we highlight a few of the report's commodities. This month: Corn, soybeans and sugar.
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Mid-June Wheat Market Update from 2017-06-14T11:02:01
Rabobank takes a look at spring wheat prices in the US. These have increased substantially over the last four weeks, reaching a one-year high due to crop concerns after hot and dry weather hit k...
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Agri Commodities Markets Review, May 2017 from 2017-05-26T12:01:18
In this episode, Global Strategist Stefan Vogel discusses the highlights of the Agri Commodity Markets Research (ACMR) monthly report of May 2017, available on the RaboResearch Food & Agribusine...
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Coming off a Sugar High: What's Next for Growers? from 2017-05-24T08:10:44
After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the c...
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The Olive Oil Boom: Short Supply Leads to Premium Prices from 2017-05-19T10:55:57
Global olive oil prices are rising sharply as a result of supply issues in Europe and the Mediterranean region. Grains & Oilseeds analyst Vito Martielli signals the latest developments in key pr...
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Global Grain&Oilseed Markets — Near-Term Outlook, 17 May 2017 from 2017-05-17T13:56:01
Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offerin...
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South-East Asia Palm Oil Outlook 2017 from 2017-05-12T12:16:25
In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential ris...
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