//podcastplus.net/feed/raboresearch-agri-commodities~8fec12c2 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.Please read our disclaimer here: https://research.rabobank.com/markets/en/footer/disclaimer.html Tue, 06 Oct 2026 03:51:36 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_-_The_WASDE_Whispers.mp3?dest-id=655055 Join Carlos Mera and Charles Hart as they unpack the USDA’s June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month’s WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine the department’s current harvest outlooks for several major wheat producers, including the EU, Canada, and the US, and why the US corn and soybean balance sheets were left unchanged – except for an anticipated bump in corn exports in 2024/25. The USDA’s modeling of crop yields will ensure the market keeps a close eye on weather conditions in the months ahead, while the soybean export forecast for the new season will continue to be debated amid a volatile US-China relationship. Weather risks to crop prospects in Argentina and Ukraine are also discussed before the episode closes with an initial view on how Israel’s recent strikes on Iran could affec... Mon, 16 Jun 2025 09:30:00 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_-_The_WASDE_Whispers.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_-_Coffee_Rally.mp3?dest-id=655055 The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have increased 109% over the last twelve months. Meanwhile, robusta prices, which have been elevated since the Houthi-induced Red Sea disruptions last December, have risen 92% in the last year and an astronomical 237% over the last five years. Join Carlos Mera and Oran van Dort as they discuss the supply and demand fundamentals behind the recent price surge. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer Mon, 09 Dec 2024 15:00:00 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_-_Coffee_Rally.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Grain--Oilseeds-Markets-Move-South_V2.mp3?dest-id=655055 Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harvests are set to outpace demand and pad stockpiles, encouraging funds to take on heavy short positions. The risk premium is now largely in soybeans and South America, where more conducive weather (Brazil) and politics (Argentina) promise to deliver large supplies in 2024 and beyond. Wed, 29 Nov 2023 07:00:00 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Grain--Oilseeds-Markets-Move-South_V2.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Bulls-Feed-on-Old-Grain.mp3?dest-id=655055 The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both global production and trade trimmed. Mon, 16 Oct 2023 06:00:00 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Bulls-Feed-on-Old-Grain.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Softs-Rally-Hard.mp3?dest-id=655055 Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward.  Fri, 30 Jun 2023 13:23:30 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_Softs-Rally-Hard.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_USDA-WASDE-Report.mp3?dest-id=655055 With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide the first estimates of the 2023/24 season. Thu, 13 Apr 2023 08:36:44 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR_USDA-WASDE-Report.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR-WASDE.mp3?dest-id=655055 On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a supply standpoint, heavy heat across the US and Europe poses a significant risk to feed grain and oilseed production. For wheat, recent production improvements among exporters are slightly bearish ; the USDA ’s estimate of an 88m mt   Russia n crop (+6.5m mt MOM) in particular implies a low-cost producer can deliver near-term relief to the market, though questions remain about the longevity of this surplus. Tue, 16 Aug 2022 11:35:17 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR-WASDE.mp3?dest-id=655055 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR-Agri-Commodities-July2022.mp3?dest-id=655055 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 bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies. From a supply standpoint, however, fundamentals are strong. Reserves for next year are set to remain well below historical averages, and heat is a major concern for developing northern hemisphere crops. Furthermore, long-repressed consumer demand is showing signs of renewed appetite on the price break. Fri, 15 Jul 2022 13:35:16 +0000 https://traffic.libsyn.com/secure/raboresearchagricommodities/ACMR-Agri-Commodities-July2022.mp3?dest-id=655055 http://traffic.libsyn.com/raboresearchagricommodities/ANZ_-_Export_tax_gains_for_Australian_Croppers_and_Russian_Shoppers.mp3?dest-id=655055 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 export destinations? Vito Martielli, Senior Grains & Oilseeds Analyst covering Europe, Africa, & the Black Sea, and Dennis Voznesenski, Grains & Oilseeds Analyst in Australia, dive into the details. Tue, 08 Jun 2021 06:00:00 +0000 http://traffic.libsyn.com/raboresearchagricommodities/ANZ_-_Export_tax_gains_for_Australian_Croppers_and_Russian_Shoppers.mp3?dest-id=655055 http://traffic.libsyn.com/raboresearchagricommodities/ANZ_Canola_Part_3.mp3?dest-id=655055 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. Tue, 25 May 2021 06:00:00 +0000 http://traffic.libsyn.com/raboresearchagricommodities/ANZ_Canola_Part_3.mp3?dest-id=655055