RaboResearch Food & Agribusiness Australia/NZ

774 episodes

Is Australia's cheese-centric dairy model running out of milk protein?
25/08/2026 | 15 mins.
In this episode, Stefan Vogel sits with Michael Harvey to discuss how milk protein scarcity is reshaping Australia's dairy industry and challenging the long-term economics of its cheese-centric model.

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.
Avocados go global: supply expansion and market diversification
04/08/2026 | 16 mins.
In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report. The conversation highlights a sector that continues to expand rapidly, driven by strong consumer demand, increasing international trade, and growing production capacity across multiple regions.

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.
War escalations drive wheat and diesel prices higher
29/07/2026 | 19 mins.
Attacks on Ukrainian and Russian ports have disrupted grain exports, moving grain prices up substantially. General Manager of RaboResearch – Australia/New Zealand Stefan Vogel and Senior Macro Strategist Ben Picton discuss the outlook for grains and diesel and whether China can continue to surprise global markets.

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.
Better calves, better returns
26/07/2026 | 19 mins.
In this episode, Jen Corkran and Emma Higgins explore the growing dairy-beef opportunity in New Zealand. From sexed semen and genetics to calf rearing, supply chain alignment, and the new Fonterra-Silver Fern Farms programme, they discuss how better breeding decisions could unlock more value from nearly two million surplus dairy calves annually.

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.
From China to cheese: The next chapter in dairy trade
22/07/2026 | 15 mins.
In this episode, Michael Harvey and Emma Higgins discuss the release of RaboResearch's World Dairy Map 2026, exploring how global dairy trade is evolving. The conversation examines why cheese has emerged as the standout growth engine of global dairy trade, the implications of China's changing import demand, and how growth opportunities are increasingly shifting toward Southeast Asia, the Middle East, and Latin America.

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.

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About RaboResearch Food & Agribusiness Australia/NZ

Delivering expert market analysis and practical insights for clients, industry, and agribusiness professionals, RaboResearch Food & Agribusiness Australia & New Zealand podcasts explore the key forces shaping food and agribusiness. Covering agricultural commodities from animal protein and dairy to grains and oilseeds, cotton, and horticulture, as well as farm inputs, consumer foods, economics, and geopolitics, our podcasts examine market trends, supply and demand dynamics, trade flows, seasonal conditions, policy developments, interest rates, and the global events influencing agricultural markets across the region, and beyond. Get regular market updates, commodity outlooks, industry deep dives, and conversations on emerging opportunities from a team of RaboResearch analysts. Episodes are released weekly, as market developments unfold, providing timely, research-driven perspectives that help listeners stay informed and make better business decisions. Subscribe to gain independent analysis, local expertise, and global food and agribusiness insights that connect what's happening on farm, in supply chains, and across global markets. 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.

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