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RaboResearch Food & Agribusiness North America

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/far/en/footer/disclaimer.html

Latest Episode

Changes keep coming – A look at grain & oilseed markets across the globe

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.

April 25 • 55m 32s

Episodes

Changes keep coming – A look at grain & oilseed markets across the globe

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.

April 25 • 55m 32s

Chaos or clutter?

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.

December 29 • 25m 51s

Worldwide wrap-up

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.

December 18 • 1h 3s

Farm Input-palooza

RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues.

December 1 • 18m 32s

Tying up loose ends

There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.

October 31 • 38m 29s

Talking Prices…and a Whole Lot More

Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.

October 2 • 41m 36s

It’s a Wild World

The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.

August 16 • 51m 11s

After the Storm – The Fertilizer Industry Charts Its Path After Disruption

RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to meet sustainability goals?

July 19 • 29m 30s

Blue Sky Blues

Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?

June 28 • 27m 51s

Wide World of Grain

RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets around the globe.

May 19 • 46m 10s

Uncertainty, More Than the Weather, Clouds Planting Season

There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain agreement, soil conditions and drought concerns, the market outlooks for corn, soy, cotton, and wheat, and more in this episode.

May 2 • 37m 55s

Regional Banks Caught in a Storm

Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins Global Sector Strategist Steve Nicholson and Grains & Oilseeds Senior Analysts Andrick Payen and Owen Wagner to talk about banks, looming economic uncertainty, and the outlook for row crop acres.

March 20 • 28m 45s

Around the Row Crop World

Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and restrictions on GMO corn imports to Mexico.

March 6 • 49m 29s

Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy

Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footprint of supply chains.

March 1 • 16m 52s

World Ag Expo: Living on Tulare Time

The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective sectors as they pack their bags for Tulare.

February 9 • 13m 42s

A New Year in G&O

Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not expecting – to see in 2023.

January 26 • 39m 26s

What’s Making the Grain & Oilseed World Go 'Round?

Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of the G&O market.

November 2 • 39m 54s

Summer Swoon

RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go next spring.

August 15 • 29m 27s

An Unsettled Picture in the Grains & Oilseeds World

RaboResearch Global G&O Strategist Steve Nicholson and RaboResearch Analyst Andrick Payen discuss an extra volatile picture in G&O. From war in Ukraine to weather in the US grain belt, many factors are pushing prices. Farm Inputs Analyst Sam Taylor gives an update on where the inputs market could go as supply challenges drag on.

May 27 • 25m 28s

Grain Markets and the Black Sea

The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks with G&O Analyst Andrick Payen and Farm Inputs Analyst Sam Taylor for an update on the constantly changing situation and to discuss the what-ifs of a prolonged conflict and the world’s food supply.

March 24 • 20m 36s

Black Sea Volatility for Grain Markets

On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the US and whether a drought is looming for US growing areas. In the second half, Senior G&O Analyst Vito Martielli joins from Europe to talk about the tense geopolitical situation in Ukraine, a major exporter to Europe and beyond, from the perspective of its effect on agriculture.

February 24 • 24m 1s

Drought in the Americas Might Upset the Canola Bears

What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski, agricultural analyst in Sydney, discusses these and other key questions with grain & oilseed analyst Andrick Payen in New York and senior grain & oilseed analyst Marcela Marini in São Paulo.

February 18 • 15m 39s

Out of Stock: Update on F&A Logistics

Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and trucking market, share the impact on animal protein processors and global trade, and discuss how macro factors like labor and inflation contributed to a series of supply chain chaos.

January 31 • 21m

Packaging Problems

An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain. RaboResearch Analysts Xinnan Li and Richard Freundlich talk through what’s causing the market disruption, how long it might last, and what might be next for producers needing to ship their goods to market.

November 29 • 15m 52s

Buy Nitrogen Now or Wait? A Global View

As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van Merrienboer (Europe) join Wes Lefroy (Australia) to help dissect what is happening in the global nitrogen market and contemplate how farmers can respond to these high prices. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia and New Zealand

October 28 • 28m 30s

Bad to Worse for Glyphosate

Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam Taylor (New York) to discuss what has happened in the Chinese supply chain and how this may affect North American and Australian farmers. This episode also appears on our sister podcasts RaboResearch F&A Asia and RaboResearch F&A Australia & New Zealand

October 7 • 26m 2s

G&O Update

The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton.

September 2 • 16m 45s

Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market

Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson for a closer look.

August 17 • 21m 27s

Commodity Supercycle Talk and Brazilian Corn Drops

Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini joins the show with an update on corn exports.

June 11 • 26m 57s

A Toast to Avocados

Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow.

May 28 • 14m 21s

A Remarkable Year for Beef

May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef industry for the foreseeable future.

May 7 • 21m 31s

Cotton Across Hemispheres

On this episode from Rabobank Australia, Charlie Clack talks to US-based Steve Nicholson and Andrew Tasker about cotton in both hemispheres. US growers are planting, but down under, it’s time to pick. This episode also appears on our sister podcast, RaboResearch F&A: Australia & New Zealand

April 20 • 27m 56s

USDA Report Surprises Commodities Markets

The USDA's Prospective Plantings report included a few surprises that will likely have implications for markets. RaboResearch analysts Steve Nicholson and Andrick Payen and Markets VP Andrew Tasker break down the specifics and look at other issues on the table.

April 13 • 29m 51s

Strawberries Surge During Uncertain Times

Although the Covid-19 pandemic brought uncertainty to the fresh produce market, consumer demand for strawberries has remained strong. Roland Fumasi, Head of RaboResearch North America, and fresh produce analyst David Magaña explain why the strawberry market has shown continuing strength.

March 16 • 14m 16s

Grains Rally Creates Feed Cost Challenges

A sizable US grains rally is causing issues for animal protein producers. Analysts from both sides join this episode to discuss the latest on the topic.

March 2 • 27m 19s

Mid- and Post-Pandemic Beef Demand

Beef demand didn't take the hit many thought it would at the start of the Covid-19 pandemic, but animal protein analyst Dustin Aherin explains why post-pandemic demand is still uncertain.

February 10 • 20m 40s

Wild Markets and a Surprise Grains Rally

It's a wild time for grains, as the Grains and Oilseeds team discusses a rally for the U.S. market that few people saw coming.

February 1 • 21m 22s

The Year Ahead – The 2021 Commodity Outlook

2020 markets were unpredictable to say the least. So, what does next year have in store? Commodity analyst Michael Magdovitz joins us for a look at the year ahead.

December 17 • 41m 3s

Room for Optimism in Animal Protein Outlook

When it comes to animal protein, 2021 could be a year marked by more stability in the markets, though Covid-19 remains a wild card. Animal protein analysts Christine McCracken and Dustin Aherin discuss that and more in this episode.

November 24 • 22m 56s

Election Uncertainty Impacts Markets and Cotton Rally Continues

Market volatility surrounding the presidential election seems likely, while the cotton rally holds in part because of China. Grains and Oilseeds analysts Steve Nicholson and Erin FitzPatrick Nazetta join markets VP Andrew Tasker to break it all down.

October 30 • 25m 49s

Increased Competition and Demand for Quality in Blueberry Market

As blueberry producers face more competition, consumers are demanding a higher quality product. Rabobank analysts Roland Fumasi and David Magaña discuss market conditions in this episode.

October 14 • 15m 53s

China Surprises, While Weather Uncertainty Hits Grains & Oilseeds

China's active buying in the grains & oilseeds market has many US producers surprised, and weather uncertainty has hit the Iowa corn market. RaboResearch analysts Steve Nicholson and Erin FitzPatrick Nazetta and markets VP Andrew Tasker discuss these and other developments in this episode.

September 1 • 28m 57s

Beef Bouncing Back from Initial Covid-19 Impact

Animal protein analysts Don Close and Dustin Aherin discuss the beef market's recovery from the early impact of the global pandemic. The two also look ahead to a trade market marked with uncertainty.

August 21 • 22m 31s

Cotton Rallies and the Continuing Covid Impact

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Grains & Oilseeds Analyst Steve Nicholson joins Markets VP Andrew Tasker to talk about volatility in the rice, sugar, and cotton markets, as well as the impact of changing consumer habits.

July 24 • 20m 46s

Trade Deal Implications and Acreage Report Surprises

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Andrew Tasker, and Erin FitzPatrick talk about whether or not China will honor a trade deal with the US and how that could impact North American agriculture. The three also discuss a surprising USDA acreage report.

July 14 • 20m 12s

Dairy Industry Recovery and 2020 Second Half Projections

As the dairy industry shows signs of recovery from the impact of Covid-19, RaboResearch analysts Ben Laine and Richard Scheper join Global Dairy Strategist Mary Ledman to discuss the outlook for the second half of 2020 in their sectors. Please note that between recording and publishing this podcast, the European Private Storage Aid stocks program closed on June 30 with 67,694mt of butter, 47,711mt of cheese and 20,138mt of skim milk powder in inventory.

July 8 • 23m 32s

Covid-19 Changes the Horticulture Labor & Workplace Landscape

Rabobank's horticulture and fresh produce analysts, Cindy van Rijswick, Roland Fumasi, and Hayden Higgins, discuss some of the agriculture labor challenges and opportunities created by the Covid-19 situation in Europe, the US, and Australasia. This episode also appears on our sister podcast RaboResearch F&A Australia & New Zealand

June 19 • 21m 25s

Changing Dairy Market Conditions in Oceania: The 2020/21 Season Outlook

Both Australia and New Zealand are coming off of exceptional farmgate milk prices from the 2019/2020 season. Oceania’s milk production season was coming to a close in Q2 2020 as Covid-19 took hold around the globe. Global dairy strategist Mary Ledman and Australia-based senior dairy analyst Michael Harvey discuss the impacts of Covid-19 and the outlook for the 2020/21 production season in Australia and New Zealand.

June 16 • 21m 32s

Row Crop Review

Mostly favorable weather means that corn and soybeans have gone in the ground at a good clip across the Midwest this spring… but the economic forecast is not as rosy. Steve Nicholson, Erin FitzPatrick, and Andrew Tasker review planted acres, discuss global trade amid heightening US-China tensions, and talk through the alphabet soup of programs designed to give some relief to American producers.

June 5 • 28m 37s

Cotton Planting Amid Covid-19: Lessons from the US

In this episode from the RaboResearch Australia/New Zealand podcast channel, Andrew Tasker in St. Louis joins colleague Charlie Clack in Sydney to talk about the southern hemisphere cotton season coming to a close. There’s a somewhat uncertain cotton outlook for 2021 in Australia, where U.S. acres, Chinese buying, and Brazilian logistics could all play a part.

May 22 • 21m 56s

Rice and Sugar: Staples Riding Out the Coronavirus Storm?

Two crops—linked by geography—are weathering the Covid-19 storm, according to Senior Grains & Oilseeds Analyst, Steve Nicholson. Rice is a relatively inexpensive staple of diets the world over and trade disruptions might give domestic producers a lift. Sugar is riding a strong retail wave as consumers fill their time at home with baking and their grocery store carts with comfort foods during a time when supplies were already short.

May 12 • 22m 24s

Grains & Oilseeds in a Coronavirus World

In this episode of the RaboResearch Food & Agribusiness North America podcast series, Steve Nicholson, Erin Fitzpatrick, and Andrew Tasker talk about how Covid-19 is impacting corn, soybean, and cotton markets and go on a search for commodity marketing opportunities in a coronavirus world.

May 6 • 34m 41s

Covid-19 and the US Beef Market

The US beef industry has seen a tumultuous start to 2020 as a result of Covid-19, with dramatic drops in futures prices, the closure of the restaurant trade, and more recently, a number of plant closures. US analyst Don Close talks with Angus Gidley-Baird and Blake Holgate about the situation and how this might affect Australian and NZ beef exports. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

May 4 • 22m 43s

Almond Markets in 2020: Supply and Covid-19 Bring New Dynamics

In this episode from the RaboResearch Food & Agribusiness Australia & New Zealand podcast series, our US-based Fruits, Vegetables, and Tree Nuts Senior Analyst, Roland Fumasi, joins host Hayden Higgins to discuss the almond sector over the balance of 2020. Since Rabobank released US almond pricing forecasts in early January 2020, the landscape has altered. Key talking points include how the increased US almond crop for 2020, combined with the impacts of Covid-19 on global economies, influence both the US and Australian almond sectors, as can be ascertained today. This episode also appears on our sister podcast, RaboResearch Food & Agribusiness Australia/New Zealand

April 27 • 23m 7s

Grain Production Profitability in a Low-Margin Outlook

Though Covid-19 prevented him from traveling to Australia in March to visit Rabobank Australia clients, US-based grain & oilseed analyst, Steve Nicholson, was able to join Australian-based grain & oilseed analyst, Cheryl Kalisch Gordon, for a discussion of the ten-year grain margin outlook and what strategies grain farmers should consider to pursue profitability. This episode was produced for Rabobank Australia’s podcast series but includes discussion of the US market as well.

April 1 • 21m 49s

Converting Waste to Revenue with Ultra Capital

Farmers, investors, developers, and engineers are creating new opportunities in the US market to convert waste into profit. Our guest, Aaron Ratner, comes from Ultra Capital and brings with him years of experience in waste-to-energy projects. With his help, we discuss how farmers can identify opportunities, decide with whom they should partner, and what to expect when they embark on a new infrastructure project. This episode also features RaboResearch analyst Bourcard Nesin, and Josh Dale, an expert in financing waste-to-energy projects and a member of Rabobank’s Project Finance team.

March 3 • 31m 7s

Dairy Calves Get a Beef Makeover

Animal Protein Analyst Don Close and Dairy Analyst Ben Laine discuss the new practice on dairies of cross-breeding beef cattle with dairy cattle and the implications this trend has for both dairy producers and the beef industry.

February 6 • 10m 7s

US-China: Phase One

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 through some possibilities with Andrew Tasker from Rabobank's Markets team.

January 31 • 14m

Getting Real: Row Crops in South America

US-based analysts Erin FitzPatrick and Steve Nicholson are joined in the studio by Victor Ikeda from Rabobank Brazil and Andrew Tasker for an update on grain & oilseed production in South America. How is the growing season progressing in the US’s biggest international grain competitor, and what should the ag world expect in the wake of political change in Argentina? Get Victor’s take on this and other issues in this month’s grain & oilseed episode.

January 17 • 37m

An Emerging Fruit & Vegetable Powerhouse

Fruit, Vegetable, and Tree Nut Senior Analyst David Magaña explains how Peru has gained prominent footing in global fruit & vegetable trade. A favorable climate and massive investments in irrigation have helped the country to increase its share of the international market – should US producers be worried?

January 13 • 15m 40s

Global Animal Protein Outlook 2020

What will 2020 bring for animal protein markets in the US and around the world? Animal Protein Analysts Don Close and Christine McCracken discuss the RaboResearch 2020 Animal Protein Outlook.

November 13 • 16m 23s

Grains & Oilseeds Around the World

Stefan Vogel, RaboResearch Global Sector Strategist for Grains & Oilseeds, joins Steve Nicholson and Erin FitzPatrick to talk about developments that could affect grain and oilseed markets the world over – from harvest woes in North America and Argentine elections to wheat production in northern Africa.

October 29 • 29m 18s

No Need to Feel Blue

RaboResearch Fresh Produce and Tree Nut Analysts Roland Fumasi and David Magaña give an update on the blueberry market after releasing their latest RaboResearch paper: Newcomers Reshaping the US Fresh Blueberry Market

October 18 • 23m 4s

What’s up Down Under?

The US team welcomes a special Aussie guest, RaboResearch Analyst Wes LeFroy, and compares notes on the latest G&O news from both the US and Australia.

September 26 • 43m 37s

Why the Milk Mustache Went out of Fashion

The fluid-milk industry has some challenges – mainly falling demand and thin margins. Consumers have changed, but those bulging gallon jugs in the back cooler have, in most cases, stayed the same. In this episode, Rabobank’s senior dairy analyst, Tom Bailey, breaks down the challenges the industry faces and what needs to be done to “make milk cool again.” This episode also features analyst Bourcard Nesin.

September 3 • 16m 33s

Weed Resistance in Cotton: Lessons Learned From the US

Sam Taylor and Charlie Clack address a key issue facing cotton growers in both Australia and the US: herbicide resistance in weeds. Integrated management, new technology, and potential consequences are hot topics in RaboResearch’s latest Transpacific podcast. This episode also appeared today on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand

August 29 • 15m 29s

On the Road in Iowa: Are Grains a Field of Dreams this Year?

Steve Nicholson and Andrew Tasker take the pulse of the Grains & Oilseeds sector from the middle of the grain belt in the middle of summer.

August 5 • 19m 22s

Grains & Oilseeds Market Update – June 2019

Steve Nicholson and Andrew Tasker introduce Erin FitzPatrick and take stock of a soggy spring.

June 21 • 25m 4s

U.S. Organic Produce Premiums Under Pressure

US organic food sales continue to rise, but the pace of growth has slowed. Organic fruits and vegetables continue to be the largest organic segment, but prices have softened on higher volumes. Senior Fruits, Vegetables and Tree Nuts Analyst Roland Fumasi looks at where the organics market might go.

June 20 • 17m 38s

Will US Pistachios Continue to Crack the Market?

An increase in bearing acres has led to near-record pistachio harvests. Can demand keep pace? RaboResearch analysts Roland Fumasi and David Magaña discuss their 2019-2024 Baseline Market Outlook for pistachios.

June 12 • 16m 18s

Global Almond Outlook Remains Positive

Global almond demand growth is expected to absorb the record supplies coming out of Australia and California at profitable prices for the sector. Australia has capitalized on the challenging trade situation between the US and China, while the breadth of US almond export markets has helped to limit negative impacts on the country's shipments. Rabobank senior analysts Hayden Higgins (Australia) and Roland Fumasi (US) discuss the current market situation and share their medium-term outlooks for both countries.

June 6 • 20m 47s

Acres Underwater

Much of the grain belt is in the midst of near-record flooding this spring. In this month’s grains & oilseeds wrap, Steve Nicholson and Andrew Tasker discuss the effects on the markets.

May 29 • 27m 36s

Hemp… It’s Complicated

The U.S. hemp industry has got a lot of people excited, but is it a good opportunity? In this episode, analysts Steve Nicholson and Bourcard Nesin discuss their recent report on the US hemp industry. If you are interested in the hemp industry, this is a great introduction to hemp regulations, production and markets.

May 13 • 24m 38s

The Rise of Brazilian Cotton: A Good Yarn?

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 there... and what this could mean for Australia going forward. This episode appeared earlier on our Australia/New Zealand sister channel

May 9 • 16m 18s

Row Crop Review

Steve Nicholson and Andrew Tasker catch up on a busy period in row crops. Floods in the Midwest and the ever-present topic of trade are on the list of topics in this month’s rundown.

April 29 • 21m 45s

Fruits & Vegetable Spring Review

From weather to trade agreements to the Easter rush... Spring has been a busy season in the fruit, vegetable, and tree nut markets. Roland Fumasi and David Magaña break down all of the markets’ moving pieces with Bill Nickrent.

April 24 • 26m 51s

Working in a Carry Market

Steve Nicholson and Andrew Tasker round up trends and news in row crops... and then dive into how growers sell in a carry market.

March 18 • 27m 56s

Time to Market

In this month's grains and oilseeds episode, Steve Nicholson and Andrew Tasker talk about the challenges and possible solutions to marketing this year's crop before it goes in the ground.

February 22 • 18m 40s

Price Signals at Work in the Strawberry Market – Outlook 2019

Rabobank’s recently-developed market analysis tool can help clients along the berry value chain with unique, regional, and seasonal scenario analysis related to the strawberry market. Senior Fruit & Vegetable Analysts Roland Fumasi and David Magaña discuss their 2019 strawberry price outlook – and the strong prospect of higher year-on-year prices – with host Bill Nickrent.

February 11 • 16m 1s

Growth in the Background: Changing Cattle Industry Structure Increases Role for Grow Yards

In this episode, Don Close discusses a structural change in the beef cattle industry. Over the last few years, grow yards have become an increasingly important step in beef production. They have gone from being mainly used as residual housing to having a permanent role in the development of feeding cattle. The emergence of grow yards may seem to mark a subtle change in the cattle supply chain, but it will ultimately impact operations in all sectors of the industry in the medium and long term.

January 30 • 13m 17s