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.

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In this episode, RaboResearch analyst Vítor Pistóia takes listeners around the country to assess current crop conditions and the outlook for the 2026/27 season. While a delayed seasonal break and persistent dryness across parts of the East Coast raised early concerns, recent rainfall has greatly improved conditions in many key growing regions. With adequate crop establishment, improved soil moisture reserves, and production prospects on the rise, Australia is shaping up for another solid season, assuming El Niño remains at bay.

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Emma Higgins and Jen Corkran review New Zealand's agricultural outlook, highlighting record dairy production, strong beef and lamb prices, and improving farm profitability. They discuss global supply and demand trends, ongoing fertiliser and input cost pressures, and the growing likelihood of El Niño conditions shaping production risks and opportunities.

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.

In this episode, RaboResearch analysts Vítor Pistóia and Angus Gidley-Baird discuss the latest developments in global fertiliser markets, exploring why nitrogen prices remain under pressure amid improving supply while phosphate and potash markets continue to be supported by tighter fundamentals.

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Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the July Reserve Bank of New Zealand meeting, the recent memorandum of understanding between the United States and Iran, and the outlook for NZ interest rates. Jen and Ben delve into what the RBNZ signalled about the future path of the official cash rate, what indicators they will be watching, and what factors could change their thinking.

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RaboResearch's North America head of crop research, Steve Nicholson, unpacks recent US acreage shifts, which moved prices. US wheat plantings in 2026 have hit the lowest level in over 100 years. Meanwhile, US cotton area has recovered from last year's ten-year low but only marginally, and dryness might prevent more acres from being harvested than usual. The shocker for Australian farmers might be the jump in Canada's canola acreage.

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Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production? Angus Gidley-Baird chats with New Zealand analyst Jen Corkran about the Australian, New Zealand, and global sheep markets.

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In this episode, RaboResearch analysts Vítor Pistóia and Oscar Tjakra dive into the outlook for palm oil markets through 2031. They discuss supply constraints, rising biodiesel demand, and why palm oil prices are likely to remain elevated over the coming years.

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Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level of optimism they haven't seen in a while. With China taking a smaller slice and key markets stepping up, is this the reset the sector's been waiting for?

They also unpack what's next – from winter slowdown to spring lambing – and the key risks producers shouldn't ignore. Sheepmeat chat never looked so good.

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Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand budget. They unpack what happened at the RBNZ meeting, how the economy is performing, what is happening with the budget balance, and what it all might mean for the official cash rate and term interest rates.

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.

Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle market and Australian cattle producers? Angus Gidley-Baird speaks with Jen Corkran following the release of the 2026 Australian beef seasonal outlook.

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.