Parhaat Bankingforfood Podcastit (2024)

1
The Impact of ASF on Chinese Feed Demand 10:07

5+ y ago10:07

10:07

In this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, African Swine Fever-related culling of up to 50% of China’s hog herd, with further downside possible, will reduce soybean imports and meal usage year-on-year. Re…

1
Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully 12:17

6+ y ago12:17

12:17

Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton.…

1
A Palm Storm is Brewing 5:58

6+ y ago5:58

5:58

Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
Don’t Fall Asleep Behind The Risk Management Wheel 7:33

6+ y ago7:33

7:33

Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel RaboResearch Food & Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance departmen…

1
Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets 8:43

6+ y ago8:43

8:43

Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
Soft Commodities Outlook for 2018—Good Buy, Low Prices 12:02

7y ago12:02

12:02

Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices 10:53

7y ago10:53

10:53

Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
EU Sugar Shake-Up 8:53

7y ago8:53

8:53

As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Ra…

1
Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating 5:45

7y ago5:45

5:45

The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the …

1
Agri Commodities Monthly August 2017: Uphill Struggles Ahead 4:56

7y ago4:56

4:56

Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have a…

1
Agri Commodities Monthly July 2017: Weather Volatility Ahead 3:58

7+ y ago3:58

3:58

Agri commodity analysts Graydon Chong and Carlos Mera discuss market dynamics for key agri commodities such as wheat, sugar, corn, and coffee. As we move to the critical growing phase of US grains & oilseeds, we see a lot of weather volatility ahead. The S&P agri index remained virtually unchanged in July. Sugar and arabica coffee were well support…

1
Agri Commodities Markets Review, June 2017 4:31

7+ y ago4:31

4:31

Rabobank has just released its Agri Commodities Markets Report for June 2017. In this podcast we highlight a few of the report's commodities. This month: Corn, soybeans and sugar.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
Mid-June Wheat Market Update 9:41

7+ y ago9:41

9:41

Rabobank takes a look at spring wheat prices in the US. These have increased substantially over the last four weeks, reaching a one-year high due to crop concerns after hot and dry weather hit key production areas in the Northern Plains.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
Agri Commodities Markets Review, May 2017 7:04

7+ y ago7:04

7:04

In this episode, Global Strategist Stefan Vogel discusses the highlights of the Agri Commodity Markets Research (ACMR) monthly report of May 2017, available on the RaboResearch Food & Agribusiness website.The S&P Agri Index remained unchanged so far in May, with the US Dollar Index down 2%. Startling political developments in Brazil caused a 3% dep…

1
Coming off a Sugar High: What's Next for Growers? 22:07

7+ y ago22:07

22:07

After witnessing softening international sugar prices through 2017, Andy Duff provides his view on the market dynamics that drive these movements and, most importantly, what’s in store for the coming season. Here in Australia, we come to terms with a challenging and uncertain 2017 for many growers.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
The Olive Oil Boom: Short Supply Leads to Premium Prices 6:27

7+ y ago6:27

6:27

Global olive oil prices are rising sharply as a result of supply issues in Europe and the Mediterranean region. Grains & Oilseeds analyst Vito Martielli signals the latest developments in key producing countries, while also taking a look at global demand, along with asking just what differentiates traditional and new consumer markets.…

1
Global Grain & Oilseed Markets — Near-Term Outlook, 17 May 2017 11:34

7+ y ago11:34

11:34

Rabobank’s London-based Agri Commodity Market Research team provides insights into the current market environment—reviewing where prices are right now and what drove them there, but also offering its take on what the core drivers for these markets will be in the coming weeks and months.Kirjoittanut Rabobank RaboResearch Food & Agribusiness

1
South-East Asia Palm Oil Outlook 2017 9:40

7+ y ago9:40

9:40

In the latest edition of our podcast, senior analyst Oscar Tjakra discusses the palm oil price outlook, the latest developments in the South-East Asian palm oil industry as well as potential risks for the industry in the near- to mid-term. The podcast also runs through the conclusions of Rabobank’s benchmarking exercise for listed palm oil companie…

Kuuntelemisen arvoisia podcasteja

Bankingforfood podcastit

Kuuntelemisen arvoisia podcasteja

1
RaboResearch Agri Commodities

Rabobank RaboResearch Food & Agribusiness

1
The Impact of ASF on Chinese Feed Demand 10:07

1
Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully 12:17

1
A Palm Storm is Brewing 5:58

1
Don’t Fall Asleep Behind The Risk Management Wheel 7:33

1
Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets 8:43

1
Soft Commodities Outlook for 2018—Good Buy, Low Prices 12:02

1
Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices 10:53

1
EU Sugar Shake-Up 8:53

1
Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating 5:45

1
Agri Commodities Monthly August 2017: Uphill Struggles Ahead 4:56

1
Agri Commodities Monthly July 2017: Weather Volatility Ahead 3:58

1
Agri Commodities Markets Review, June 2017 4:31

1
Mid-June Wheat Market Update 9:41

1
Agri Commodities Markets Review, May 2017 7:04

1
Coming off a Sugar High: What's Next for Growers? 22:07

1
The Olive Oil Boom: Short Supply Leads to Premium Prices 6:27

1
Global Grain & Oilseed Markets — Near-Term Outlook, 17 May 2017 11:34

1
South-East Asia Palm Oil Outlook 2017 9:40

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