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RaboResearch Agri Commodities

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by Rabobank RaboResearch Food & Agribusiness

4.2(13 reviews)

92 episodes

Updated Weekly

Accepts GuestsHas Sponsors

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality43

Social0

YouTube0

Engagement50

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Podcast Overview

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

Language

🇺🇲

Publishing Since

5/12/2017

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

Perfect fit!

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality43

Social0

YouTube0

Engagement50

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

6 minutes

Performing excellently!

good

iTunes Tags

7.2/10

Recommendations available

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poor

Publishing Consistency

Every 33 days

Recommendations available

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Recent Episodes

April 29, 2026

Is there a global food crisis coming?

Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season. Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices. <div class="OutlineElement Ltr SCXO56494791 BCX8"> </div> <div class="OutlineElement Ltr SCXO56494791 BCX8"> Disclaimer: Please refer to our global RaboResearch disclaimer at <a class="HyperlinkV2 SCXO56494791 BCX8" href= "https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer" target="_blank" rel="noreferrer noopener">https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer</a> for information about the scope and limitations of the material published on the podcast. </div>

February 9, 2026

The cocoa crash explained

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at <a class="HyperlinkV2 SCXO3462042 BCX8" href= "https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer" target="_blank" rel="noreferrer noopener">https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer</a> for information about the scope and limitations of the material published on the podcast.

October 15, 2025

Coffee prices: Short term and long term diverge

Carlos Mera and Oran van Dort analyze the recent spike in coffee prices, exploring the balance of global exports and the potential for a large global surplus by 2027, while also addressing short-term volatility.

92 total episodes available with 5 transcripts

Recent guests on RaboResearch Agri Commodities

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Carlos Mera

Guest

Oran van Dort

Guest

See every guest on RaboResearch Agri Commodities

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is RaboResearch Agri Commodities?: 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
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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