Rabobank

Australia and New Zealand

Discover the latest economic insights from experts across Australia and New Zealand. Our specialists in the region provide in-depth coverage of the local food and agribusiness sector.

Implications of the Iranian conflict for the Australian economy and agriculture sector

We discuss the recent conflict involving Iran and the wider Persian Gulf and explore how it could affect agricultural supply chains and costs in Australia.

5 March 2026
RaboResearch

Australia agribusiness March 2026: Resilience tested – Middle East tensions and Australian agribusiness

Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.

4 March 2026
RaboResearch

New Zealand agribusiness March 2026: Stakes rising with an eye on costs

Here are the main highlights for some of New Zealand’s key commodities this month. The full report covers the developments to watch in the upcoming weeks.

4 March 2026
RaboResearch

Exclusive Global dairy quarterly Q1 2026 | A delicate dairy balance: Cautious price recovery amid heavy supply

Strong milk supply continues to weigh on global dairy prices, despite early signs of stabilization. Production growth is expected to slow later in 2026.

3 March 2026
RaboResearch

Dairy Down Under update with Mick and Emma

Excellent grass conditions have supported surging milk supply in New Zealand. Meanwhile in Australia, conditions are significantly drier, the milk price is more stable.

2 March 2026
RaboResearch

Monthly Outlook: Grappling with known unknowns

Four themes dominate markets: uncertainty about the Fed's future direction, AI, restructuring of US tariff policy and rising geopolitical risks in the Middle East

26 February 2026
RaboResearch

Exclusive Global beef quarterly Q1 2026

Tightening global beef supplies and China’s introduction of import quotas are set to reshape global trade flows and increase price volatility throughout 2026.

26 February 2026
RaboResearch

From the BBQ to the world stage: National Lamb Day in New Zealand and a snapshot of the current Kiwi lamb market

To mark New Zealand's National Lamb Day in February, Jen Corkran joins Angus Gidley‑Baird to celebrate New Zealand lamb and the people behind it, before sharing a RaboRes

24 February 2026
RaboResearch

Australia's foodservice sector – Inside the battle for market share

Michael Harvey and Jen Corkran discuss Australia’s foodservice sector.

23 February 2026
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Exclusive Australian crop gross margins 2026: Outlook and key drivers

A concise outlook for Australia’s 2026/27 grain season, highlighting tightening margins, global oversupply, higher input costs, and a stronger Australian dollar.

19 February 2026
RaboResearch

NZ Economic Monthly: February 2026

This report provides an update on the New Zealand economy, highlighting the ongoing economic recovery and the RBNZ’s cautious stance on interest rate hikes.

19 February 2026
RaboResearch

US dietary guidelines and key messages for Australia and New Zealand

Michael Harvey is privileged to have JP Frossard join the podcast to explore why the MAHA‑influenced US dietary guidelines are largely positive for Australia and New Zeal

18 February 2026
RaboResearch