RaboResearch Food & Agribusiness North America

About 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 specializations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. 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.

Publisher

Rabobank

Category

business · business

Language

en

Explicit

No

First episode

27 Jun 2018

Latest episode

4 Sept 2026

Latest episodes

105 episodes in the feed.

1. 

   4 Sept 2026

   North American agribusiness quarterly review, August 2026: Plenty of supply, little room for error

   In this week's episode, Eric Gibson and Al Griffin discuss the latest findings from the RaboResearch North American agribusiness quarterly (ABQ), a report that analyzes approximately 20 segments across the North American food and agribusiness value chain. This episode features a recording of the latest ABQ Deskside Briefing, with several of the report's authors sharing their perspectives on key market developments and emerging trends. The discussion highlights an agribusiness sector that remains fundamentally stable but faces growing pressure from rising costs and geopolitical uncertainty. Demand remains resilient in key areas such as soybeans, dairy proteins, and consumer food spending, while higher transportation expenses and input costs are emerging as major challenges to profitability heading into 2027. The key takeaway: Supply shortages are not the primary concern today. Instead, the story is increasingly about margin pressure and the industry's ability to manage rising costs. Members of the team featured in this recording include: Eric Gibson, Crop Production Sustainability Analyst Al Griffin, Senior Data Analyst Steve Nicholson, Head of Crops Sam Taylor, Farm Inputs Analyst Xinnan Li, F&A Supply Chain Analyst Steve Rannekleiv, Food & Beverage Analyst Lucas Fuess, Dairy Analyst Time stamps: 0:00 – Welcome and introduction, Eric Gibson 00:10 – Introducing the North American agribusiness quarterly, Al Griffin 07:23 – Consumer foodservice outlook, Stephen Rannekleiv Consumer financial health continues to improve, supporting restaurant spending. Restaurant sales growth is being driven more by price increases than traffic growth, with traffic remaining relatively soft. Health and wellness trends continue to shape food demand, benefiting protein-focused and health-oriented concepts while pressuring some traditional fast-food categories. 12:02 – Logistics outlook, Xinnan Li Trucking rates have rebounded sharply and are now the biggest freight cost concern for agribusiness. Ocean freight rates have strengthened, but structural vessel oversupply should limit upside. Tariffs, geopolitical disruptions, and supply chain bottlenecks continue to create volatility across global logistics. 24:07 – Dairy outlook, Lucas Fuess US dairy production continues to expand, driven by significant herd growth. Beef-on-dairy calf values have become a critical source of dairy farm profitability. Cheese and butter markets remain under pressure, while whey protein demand continues to support higher prices. 26:15 – Farm inputs outlook, Samuel Taylor Fertilizer markets remain tight, particularly phosphates, while ammonia pricing risks are building. Crop protection chemicals, seed, and other input categories are expected to see continued inflation into 2027. Diesel and overall input cost inflation are expected to place additional pressure on grower margins next year. 36:01 – Grain & oilseed outlook, Stephen Nicholson Corn markets remain well supplied, with prices likely staying within established trading ranges absent a significant yield reduction. Soybeans continue to benefit from strong export demand, robust crush margins, and strength in soybean meal and oil markets. Key risks include weather uncertainty, Russia-Ukraine export disruptions, and rising production costs across the farm sector. If you have questions or topics you would like us to consider for a future episode, please contact us at eric.gibson@raboag.com. 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.

2. 

   16 Jul 2026

   Northern Hemisphere grains & oilseeds update, July 2026

   In this week's episode, Steve Nicholson, Head of North American Crops with RaboResearch, discusses Northern Hemisphere crop conditions, grain and oilseed markets, and emerging global risks with RaboResearch colleagues from around the world including: Lief Chiang, Senior Industry Analyst, Asia Vito Martielli, Senior Grains & Oilseeds Analyst, Europe Owen Wagner, Senior Grains & Oilseeds Analyst, North America While geopolitical risks, including impacts from the Middle East, remain part of the discussion, the conversation focuses on China-US trade developments, growing weather risks across key agricultural regions, and signs that strengthening demand could provide support to commodity markets. Time stamps: 0:08 – Introduction, Steve Nicholson, Head of North American Crops with RaboResearch Food & Agribusiness 0:33 – China and Asia – Lief Chiang, Senior Industry Analyst China corn and soybean crop conditions Weather risks across Asia and emerging El Niño concerns China-US trade relations and soybean imports Crop protection and fertilizer export outlook 14:16 – Europe – Vito Martielli, Senior Grains & Oilseeds Analyst Impacts of Europe's heat wave Wheat production outlook Russian and Ukrainian crop update Corn market concerns in France and the EU Rising import demand and trade opportunities Ukraine's continued export resilience 23:05 – North America – Owen Wagner, Senior Grains & Oilseeds Analyst US corn and soybean crop conditions Field observations and regional variability Southeast US production challenges China-US soybean demand outlook Whether grain markets are finding a bottom Global supply risks and demand recovery A look ahead at input costs, weather, and market opportunities 40:45 – Wrap up and conclusion If you have any questions you would like for us to consider, please send them to eric.gibson@raboag.com. 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.

3. 

   6 Jul 2026

   Fertilizer markets under pressure: tight supply, softer prices, and a shifting outlook

   In our latest episode, Sam Taylor, Farm Inputs Analyst with RaboResearch, is joined by Justin Ratcliffe, Principal Analyst for Fertilizers at CRU North America, to explore the near-term outlook for global fertilizer markets. Justin leads CRU's North American fertilizer coverage, focusing on pricing, market intelligence, and strategic insights across nitrogen, phosphates, and potash. Geopolitical disruptions and shifting trade flows continue to shape markets, while affordability pressures and evolving supply dynamics are driving divergence across nutrients. Nitrogen prices have softened amid strong imports and cautious demand, while phosphate markets remain constrained by tight supply and elevated sulfur costs. The discussion highlights how these dynamics are creating ongoing volatility and uncertainty, with implications for global agricultural productivity over the next 12–24 months. Time stamps 00:00 – Welcome and introduction 02:30 – Nitrogen reset: geopolitics, supply influx, and demand hesitation drive price correction 12:25 – Nitrogen price outlook 13:50 – Phosphates: tight supply vs. affordability constraints 19:35 – China and supply risk: export uncertainty and tight sulfur supplies 27:25 – Potash: stability and affordability support steady demand 30:00 – Forward risks: policy shifts and "black swan" events with limited market impact amid growing resilience 33:30 – Closing remarks and Kansas City BBQ If you have any questions you would like for us to consider, please send them to eric.gibson@raboag.com. 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.

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Apple Podcasts (US)

4.7 / 5

13 ratings

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