An Unsettled Picture in the Grains & Oilseeds World

Changes keep coming – A look at grain & oilseed markets across the globe: Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets. by RaboResearch Food & Agribusiness North America

56 min listen

Chaos or clutter?: 2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the... by RaboResearch Food & Agribusiness North America

26 min listen

Worldwide wrap-up: Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead. by RaboResearch Food & Agribusiness North America

60 min listen

Farm Input-palooza: RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve... by RaboResearch Food & Agribusiness North America

19 min listen

Tying up loose ends: There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics. by RaboResearch Food & Agribusiness North America

38 min listen

Talking Prices…and a Whole Lot More: Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts... by RaboResearch Food & Agribusiness North America

42 min listen

It’s a Wild World: The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from... by RaboResearch Food & Agribusiness North America

51 min listen

After the Storm – The Fertilizer Industry Charts Its Path After Disruption: RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from... by RaboResearch Food & Agribusiness North America

30 min listen

Blue Sky Blues: Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade... by RaboResearch Food & Agribusiness North America

28 min listen

Wide World of Grain: RaboResearch Global Strategist for Grains & Oilseeds Steve Nicholson takes us along a series of conversations with RaboResearch's G&O analysts from around the world. Listen in to get insights into the issues affecting farmers and markets... by RaboResearch Food & Agribusiness North America

46 min listen

Uncertainty, More Than the Weather, Clouds Planting Season: There’s a lot to talk about in the row crop world as planting season in the US Grain Belt gets underway. Global strategist Steve Nicholson and analysts Andrick Payen and Owen Wagner cover China's market moves, uncertainty about the Black Sea grain... by RaboResearch Food & Agribusiness North America

38 min listen

Regional Banks Caught in a Storm: Regional bank failures roiled financial markets in a scene that might seem far from the fields of row crop farmers. But stormy weather in any part of the market can cloud the picture for producers. Senior Market Strategist Christian Lawrence joins... by RaboResearch Food & Agribusiness North America

29 min listen

Around the Row Crop World: Listen in as RaboResearch Grains & Oilseeds Global Sector Strategist Steve Nicholson polls his global colleagues on global markets and local developments around the world, from logistical challenges in Brazil to wet weather in Australia and... by RaboResearch Food & Agribusiness North America

49 min listen

Soaring Sustainably: Sustainable Aviation Fuel Opens a New Runway for Soy: Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into... by RaboResearch Food & Agribusiness North America

17 min listen

World Ag Expo: Living on Tulare Time: The World Ag Expo in Tulare, California is just about here. In this episode, RaboResearch analysts David Magaña (tree nuts & specialty crops) and Lucas Fuess (dairy) talk about what's on their minds and what they're tracking in their respective... by RaboResearch Food & Agribusiness North America

14 min listen

A New Year in G&O: Rabobank Global Grains & Oilseeds Strategist Steve Nicholson talks with North America G&O Analysts Andrick Payen and Owen Wagner about USDA numbers and the health of the Brazilian soy crop before diving into what they're expecting – and not... by RaboResearch Food & Agribusiness North America

39 min listen

What’s Making the Grain & Oilseed World Go 'Round?: Join Global Grain & Oilseed Strategist Steve Nicholson as he leads RaboResearch’s G&O analysts from around the world in a lively conversation about what’s animating the sector in their regions and what’s driving the global dynamics of... by RaboResearch Food & Agribusiness North America

40 min listen

Summer Swoon: RaboReseach Grains & Oilseeds Global Strategist Steve Nicholson discusses the current state of grain markets with Grains & Oilseeds Analyst Andrick Payen. Farm Inputs Analyst Sam Taylor joins for a conversation about where the inputs market might go... by RaboResearch Food & Agribusiness North America

29 min listen

Grain Markets and the Black Sea: The war raging in Ukraine will affect global markets for grains and farm inputs. The bigger question is how severe that effect will be and how long it will last. RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson talks... by RaboResearch Food & Agribusiness North America

21 min listen

Black Sea Volatility for Grain Markets: On this RaboResearch Food & Agribusiness podcast episode, Rabobank's Global Grains & Oilseeds Strategist, Steve Nicholson, talks with G&O Analyst Andrick Payen talk about the effect of the demand for soybean crush on crop rotations in the... by RaboResearch Food & Agribusiness North America

24 min listen

Drought in the Americas Might Upset the Canola Bears: What do the rapidly deteriorating conditions of the South American soybean crop mean for canola markets and prices? How does the North American season look going into soybean planting in the US and canola planting in Canada? Dennis Voznesenski,... by RaboResearch Food & Agribusiness North America

16 min listen

Out of Stock: Update on F&A Logistics: Supply chain hiccups were one of the top challenges for businesses in 2021. Skyrocketing prices and unreliable schedules squeezed margins across industries. In this podcast, we cover recent developments and the outlook for the container freight and... by RaboResearch Food & Agribusiness North America

21 min listen

Packaging Problems: An integral part of getting food from the farm or the feedlot to consumers’ kitchens is causing some headaches. Shortages and high prices for packaging – both paper and plastic – are roiling a usually subdued part of the supply chain.... by RaboResearch Food & Agribusiness North America

16 min listen

Buy Nitrogen Now or Wait? A Global View: As global urea prices move toward 2008 levels, farmers across the northern and southern hemisphere face a difficult decision: buy nitrogen now, or hold out for a price drop? Samuel Taylor (North America), Lief Chiang (China), and Stefan van... by RaboResearch Food & Agribusiness North America

29 min listen

Bad to Worse for Glyphosate: Chinese export prices of glyphosate have increased 150% so far this year. In recent weeks, we’ve seen another announcement that will put availability in jeopardy. In our latest podcast, Wes Lefroy (Sydney) is joined by Lief Chiang (Shanghai) and Sam... by RaboResearch Food & Agribusiness North America

26 min listen

G&O Update: The RaboResearch North America G&O team talks about USDA numbers and all the row crop trends in corn, soybeans, wheat and cotton. by RaboResearch Food & Agribusiness North America

17 min listen

Diesel Crush: Renewable Diesel Set to Fuel the Soybean Market: Renewable diesel has the potential to upend the soybean market… but legislation is driving demand even more more. Will fuel needs elbow out other market drivers in the future? Bill Nickrent is joined by Senior RaboResearch Analyst Stephen Nicholson... by RaboResearch Food & Agribusiness North America

21 min listen

Commodity Supercycle Talk and Brazilian Corn Drops: Are we facing a commodities supercycle? Do we even know what that is? Senior Grains & Oilseeds Analyst Steve Nicholson and Markets VP Andrew Tasker discuss that prospect. Also, Brazilian Senior Grains & Oilseeds Analyst Marcela Marini... by RaboResearch Food & Agribusiness North America

27 min listen

A Toast to Avocados: Avocado consumption continues on an upward trend, and Rabobank’s Senior Fruits & Vegetables Analyst, David Magana, says that there’s still room to grow. by RaboResearch Food & Agribusiness North America

14 min listen

A Remarkable Year for Beef: May is National Beef Month in the US, and it’s been a year like no other for the industry. Dr. Mandy Carr from the National Cattlemen's Beef Association joins Rabobank’s animal protein analyst Don Close to discuss how Covid could shape the beef... by RaboResearch Food & Agribusiness North America

22 min listen

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An Unsettled Picture in the Grains & Oilseeds World

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