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RaboResearch Food & Agribusiness North America

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by Rabobank

4.7(13 reviews)

101 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

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/far/en/footer/disclaimer.html

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Publishing Since

6/27/2018

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Recent Episodes

June 1, 2026

US fertilizer supply and production dynamics with CRU Group's Chris Lawson

<div> <p>RaboResearch's Farm Inputs Analyst Sam Taylor discusses the ever-complex topic of US fertilizer supplies and production with CRU Group's Head of Market Intelligence, Chris Lawson. As farm profitability is reaching historic lows and inputs remain high, a great amount of attention has been placed on fertilizer's role in farm economics. With growing political pressures to increase self-sufficiency, a number of other barriers remain constant in the ability to significantly increase domestic production of nitrogen, phosphorus, and potash.</p> <p>In recent news, the Trump administration has announced efforts to drastically increase capabilities and support, aiming to lessen the demand for fertilizer imports by accelerating domestic capacity. At the same time, multiple input companies and other sources would suggest curtailment in domestic production is the short-term reality. Efforts to boost US fertilizer supply may have no choice but to rely on imports. However, opportunities exist with the right partners – namely the US' neighbors to the north and south.</p> <p>Chris Lawson serves as Head of Market Intelligence at CRU Group, providing pricing and consultancy guidance for the organization. With his Australian farming background, Chris is well-rooted in agriculture and understands the sector's cross-value chain needs.</p> <p><strong>Time stamps:</strong></p> <ul> <li>1:38 – Introducing Chris Lawson, CRU Group</li> <li>2:30 – Can the US realistically boost fertilizer production over the next two to three years?</li> <li>4:10 – Why nitrogen is the best opportunity for the US to reduce its trade deficit on fertilizers</li> <li>11:52 – Phosphates: production curtailment in the short-term, but what about long-term production in the US?</li> <li>18:05 – Exploring raw materials outside of the US and potential alternatives for traditional mining sources</li> <li>22:10 – Can strategic reserves offset the highs and lows of production and cost cycles?</li> <li>24:50 – Strategic partnerships and trade are a necessary requirement to ensure input availability moving forward, particularly with potash</li> <li>25:50 – North American solutions vs. exclusively US production and supply</li> <li>28:00 – Wrap-up and conclusion</li> </ul> <p>If you have any questions you would like for us to consider in our discussion, please send them to eric.gibson@raboag.com.</p> </div> <p> </p> <p><span class="TextRun SCXO34983410 BCX8" lang="EN-US" xml:lang= "EN-US" data-contrast="auto"><span class= "NormalTextRun SCXO34983410 BCX8">Disclaimer: Please refer to our global </span><span class= "SpellingError SCXO34983410 BCX8">RaboResearch</span><span class= "NormalTextRun SCXO34983410 BCX8"> disclaimer at </span></span><a class="HyperlinkV2 SCXO34983410 BCX8" href="https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXO34983410 BCX8">https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer</span></a><span class="NormalTextRun SCXO34983410 BCX8"> for information about the scope and limitations of the material published on the podcast.</span><span class= "EOP SCXO34983410 BCX8"> </span></p>

May 8, 2026

Crop Exchange: Introducing the show and our team, plus a conversation on Iran

<div><span data-olk-copy-source= "MailCompose"><span data-olk-copy-source="MessageBody">Welcome back to the North America Agribusiness podcast channel. Did you miss us? We're starting up a new series, focused on production and markets for North American crops, ranging from commodities in the Midwest to specialty crops in California. In this episode, the RaboResearch North American Crops team discusses how the conflict in Iran</span> is impacting global crop production – and what that means for North American agriculture.<br /></span></div> <div> </div> <div>But first, we would like to introduce you to our team. Focusing on all things crops, from grains and oilseeds to stone fruits and berries, we bring current and timely insights along with in‑depth overviews of the research we are conducting, as well as what we are hearing across the agri‑food value chain.<br /> <br /></div> <div>In today's episode, we are excited to introduce our six‑member team and some of the research we're working on. Our team includes:<br /> <br /> <strong>Steve Nicholson</strong>, Head of Crops, North America<br /> <strong>David Magaña</strong>, Senior Fresh Produce and Tree Nut Analyst<br /> <strong>Sam Orsino</strong>, Executive Director, Farm Input Analyst<br /> <strong>Owen Wagner</strong>, Senior Grains and Oilseeds Analyst<br /> <strong>Al Griffin</strong>, Senior Data Analyst<br /> <strong>Eric Gibson</strong>, Crop Production Sustainability Analyst</div> <div><br /> Over the coming weeks, we will further explore research topics ranging from the competitiveness of North American crops and value drivers to specialty crop opportunities and soil health. Check back every couple of weeks to see what our team and other members of RaboResearch have in store.</div> <div><br /> Time stamps:</div> <div>01:00 <span data-olk-copy-source="MailCompose">–</span> Meet the North American RaboResearch Crops Team</div> <div>12:45 <span data-olk-copy-source="MailCompose">–</span> Research we are currently focusing on and will cover in future episodes</div> <div>35:15 <span data-olk-copy-source="MailCompose">–</span> Impacts of the Iran conflict on crop production and farm inputs in 2026 and into 2027</div> <div>43:58 <span data-olk-copy-source="MailCompose">–</span> Conclusion, until next time!</div> <div> </div> <div>If you have any questions you would like for us to consider in our discussion, please send them to eric.gibson@raboag.com. </div> <p> </p> <p><br /> <span class="TextRun SCXO155604209 BCX8" lang="EN-US" xml:lang= "EN-US" data-contrast="auto"><span class= "NormalTextRun SCXO155604209 BCX8">Disclaimer: Please refer to our global </span><span class= "SpellingError SCXO155604209 BCX8">RaboResearch</span><span class= "NormalTextRun SCXO155604209 BCX8"> disclaimer at </span></span><a class="HyperlinkV2 SCXO155604209 BCX8" href= "https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXO155604209 BCX8">https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer</span></a><span class="NormalTextRun SCXO155604209 BCX8"> for information about the scope and limitations of the material published on the podcast.</span><span class= "EOP SCXO155604209 BCX8"> </span></p>

July 1, 2024

G&O global roundup

<p class="MsoNormal"><span lang="EN-US" style= "mso-ansi-language: EN-US;" xml:lang="EN-US">The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer.</span></p>

101 total episodes available

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What is 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
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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