September 2021 WASDE: Consumers Come in From the Cold
Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton ...
RaboResearch Agri Commodities
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About
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.
EU ‘Fit for 55’ Carbon Reductions: What’s the Impact on Canola?
The European Commission has proposed ‘Fit for 55’, a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2030. What ...
Any Catches for Aussie Cotton?
The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any catches, ...
Heavy Rains Batter Europe as Harvest Gets Serious
First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europe during h...
Acreage Gains Prove Hard to Make
In the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. ...
Export Tax Gains for Australian Croppers and Russian Shoppers
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact will this hav...
The Canola Files, Part 3: Golden Prices Flatten China’s Demand
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grains & Oilsee...
FX and Inflation to Affect Agri Commodity Prices
The rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. While the US ...
Bears Come In From the Cold
In the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oilseed price ...
Ukraine-Russia Crisis: Implications for Grains Markets
Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the border of easte...