Podcasts by RaboResearch Food

Nugget of Hope from 2018-11-28T11:30

Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all the while keeping an eye out for glimmers of ho...

Un-banning plastic from 2018-11-06T16:10:09

Plastic packaging for foods and beverages is an active industry. Demand continues to increase despite consumer pushback and companies continue to change hands at an active rate. Xinnan Li talks ...

Dairy and the New NAFTA from 2018-10-24T10:30

After nearly two years of anxiety and speculation, the United States, Mexico and Canada have finally agreed on a new NAFTA deal – The United States-Mexico-Canada Agreement. Dairy was a flashpoin...

Residual Supplier? from 2018-10-16T13:40:20

Steve Nicholson and Andrew Tasker give a rundown of current events. From cotton to the dollar, to grain harvest projections. They also discuss the practical implementation of the USDA’s trade mi...

A Trade War Story from 2018-10-02T11:00

The impact of recently instated Chinese trade tariffs on the U.S. fruit and tree nut sector will be partially offset by increasing Chinese demand, but U.S. exports to China will decrease. U.S. w...

Summertime and the Living is...? from 2018-08-24T11:00

RaboResearch Grains & Oilseeds Analyst Steve Nicholson and Markets pro Andrew Tasker report on what they’ve seen and heard as they’ve travelled the Midwest this summer and what they’re thinking ...

Rabobank European Grains Tour | Focus On Ukraine from 2018-08-16T14:32:59

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 ...

Argentina Agribusiness Outlook from 2018-08-14T11:00

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...

Memo From the Antipodes: The US Lamb Industry from 2018-08-03T11:00

This week, because our podcast staff is on vacation, we are releasing an episode produced by our sister podcast from Australia. The US is Australia’s biggest lamb export market. It has been grow...

What Is Meat, Anyways? from 2018-07-25T13:22:46

Whether you call it lab-based meat, Tofurkey, or the Impossible Burger, there is no denying that alternative proteins have taken a huge leap forward. Silicon Valley is clamouring to invest in th...

What’s RaboResearch Thinking? Grains&Oilseeds from 2018-07-20T11:00

Tariffs, planted acres, weather... and what now? Grains & Oilseeds analysts Steve Nicholson and Sam Funk discuss the trends they’re tracking this summer, along with what producers might want to ...

The Impact of China's RCP policies on Global Paper Packaging from 2018-07-18T15:09:12

China’s long-term strategy to strengthen its waste quality policies is expected to reshape the global paper packaging supply chain. The US and Europe in particular will likely be affected, being...

New Perspectives for US and Australian Table Grapes from 2018-07-13T12:09:30

What have 2017 and 2018 meant for table grape volumes and exports, trade implications, and opportunities? And just how relevant are Australia and the US to each other as markets? US Senior Fruit...

Wage Hikes Won't Solve Your Labor Problem from 2018-07-10T12:29:58

Retaining workers in the grueling world of meat and poultry processing has never been easy, but has it ever been this hard?

Between low unemployment rates, new facilities coming ...

US-China Trade Threats Make South American Soybeans More Expensive from 2018-07-06T11:04:35

Senior Grain & Oilseed Analyst Sam Funk talks with Bill Nickrent about the effect of the US-China trade dispute on global soybean trade.

Imminent California Legislation Increases Land Valuation Complexity from 2018-06-27T12:00

Since peaking in 2015, some California agricultural land prices have since softened. Lower tree nut prices, low capitalization rates for investors, and rising production costs all play a part, b...

Mexican Tariffs Threaten U.S. Dairy and Cheese from 2018-06-11T10:30

In response to the Trump administration’s tariffs on steel and aluminum, the Mexican government has imposed 10% to 15% tariffs of its own, targeting the U.S. ...

Wheat Does Feel the Heat from 2018-06-05T15:07:24

The potential for an explosive upside move for U.S. wheat prices is high due to record-low hard red winter wheat acres, combined with U.S. Great Plains drought and late spring HRS planting. Seni...

Beverages Special: The Next Generation of Coffee from 2018-05-30T11:45:22

Where do you see the coffee industry in ten years? On this week’s Liquid Assets, the team tackles some difficult questions.

• Could bean-to-cup machines overtake pods and capsules in ...
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Beef Month from 2018-05-29T11:00

Senior Protein Analyst Don Close talks to Bill Nickrent about what he saw on a recent trip to catch up on the beef industry in Australia and how drought conditions and low milk prices are causin...

How to Deal with Dairy Alternatives from 2018-05-15T11:38:09

They’ve been around for nearly 3,000 years, but dairy alternatives like soy milk and oat milk have only recently been taking market share from conventional dairy. Our senior analyst Tom Bailey t...

What’s Happening in the World of Almonds: US and Australian Perspectives from 2018-05-14T11:00

Roland Fumasi, Senior Fruit, Vegetables and Tree Nuts Analyst in the US, and Hayden Higgins, Senior Horticulture Analyst in Australia, discuss the Australian and US Almond sectors: What’s been h...

Trade, Productivity and Cow Career Changes from 2018-05-02T11:00

Rabobank’s Global Dairy Strategist, Mary Ledman, looks back at dairy production in 2017, and explores the implications of price support in the European Union and the impact of NAFTA negotiations...

Don’t Fall Asleep Behind The Risk Management Wheel from 2018-04-30T11:00

Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018.

Stand-up Pouches Won't Lie Down from 2018-04-23T11:00

RaboResearch Analyst Xinnan Li discusses her recent research on food packaging and why she believes that stand-up pouches (think Capri-sun) are poised to gain market share over traditional rigid...

Don't Panic, It's Organic! from 2018-02-26T14:49

In this episode, Bill Nickrent talks to Steve Nicholson about his latest publication "Don't Panic! It's Organic: Opportunities and Challenges in U.S. Organic Grains & Oilseeds".

Food Fight! Online and Brick&Mortar Battle for Business from 2018-01-25T10:44:51

In the battle between online and brick & mortar food retailers, how can beef ensure a seat at the table? In this podcast episode, senior Animal Protein analyst Don Close discusses his latest report...

Animal Protein Outlook 2018: Production Growth Continues from 2017-12-11T09:58:56

Senior Animal Protein Analyst Don Close talks with Bill Nickrent about production increases, North American export targets and causes for concern in the animal protein outlook for 2018.

A Time To Evolve from 2017-11-21T13:30:49

Sterling Liddell and Bill Nickrent discuss the current realities of farm economics as well as strategies for recognizing opportunity in the face of economic uncertainty.

Steady Growth ahead for the U.S. Pork Industry from 2017-10-19T10:36:14

Steady Growth ahead for the U.S. Pork Industry by Rabobank

Moving Beyond Being Just a Price-Taker from 2017-10-18T11:14:02

Managing Basis to Optimize Margin. Senior Grains and Oilseeds Analyst Steve Nicholson talks with Bill Nickrent about how producers can use basis trading to maximize their profit potential in a tigh...

Expanding Beef Production Increases The Need For Exports from 2017-09-14T10:04:43

Bill Nickrent and RaboResearch Senior Protein Analyst Don Close discuss the ten-year outlook for the beef industry and how shifting trends might impact that outlook in the next few years. Don Close...

With a Little Help from My (Bottling) Friends from 2017-09-05T10:38:48

What are the challenges bottlers face in the light of more dispersed soft-drink portfolios? And how can they be solved? Charlie Clack talks to Francois Sonneville about his latest report, which sho...

Change is the Constant: U.S. Long-Term Grain&Oilseed Baseline Outlook from 2017-08-17T09:38:56

A recent RaboResearch report presents an outlook for grains and oilseeds for the next ten years. Bill Nickrent and RaboResearch Senior Data Analyst Sterling Liddell discuss how the work can be used...

Sugar: Sweetness and Lite from 2017-08-15T09:04:03

The hot topic of sugar consumption is in the spotlight in this RaboResearch podcast. Georgia Twomey speaks with Consumer Foods analyst Nicholas Fereday about what the shifting consumer attitudes ab...