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Food & Agribusiness
Get the latest insights on food and agribusiness from local experts across the globe.
Exclusive Commodity snapshot - Off with a bang
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive Taking East African floriculture to the next level
Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Exclusive Commitment of Agri Commodity Traders - 6 January 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Exclusive Beyond the bean: Big chocolate explores cocoa-free pathways
Cocoa prices have eased, but risks remain. Big chocolate turns to cocoa-free innovation – fermentation, upcycling, and lab-grown cocoa – for resilience.
Consumer Foods-to-Go Wrap! Wrapping up 2025
The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the...
Agri Commodity Markets
Exclusive Commodity snapshot - Off with a bang
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Exclusive Commitment of Agri Commodity Traders - 6 January 2026
Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.
Agri commodity outlook 2026: Sugar
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 20
Animal Protein
Exclusive Global poultry quarterly Q1 2026: Another bullish year for poultry, but with more market volatility
The outlook for the global poultry industry remains strong for 2026, with another year of robust growth of around 2.5%. Operational excellence should be a major focus.
Diving into seafood: 2026 outlook
In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma...
Exclusive Global animal protein outlook 2026
Global animal protein production growth will continue to slow in 2026. Seafood and poultry will see the strongest increases, while beef and pork output will decline.
Beverages
The biggest beverage stories of the last decade
The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks...
Exclusive Ground for concern: Climate impacts on arabica coffee yields in Brazil
Brazilian arabica production shows links between climate and yield. With rainfall shifts and warming ahead, climate-smart strategies are vital to secure coffee’s future.
Public spirits companies hope the worst is over
Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard,...
Consumer Foods
Exclusive Beyond the bean: Big chocolate explores cocoa-free pathways
Cocoa prices have eased, but risks remain. Big chocolate turns to cocoa-free innovation – fermentation, upcycling, and lab-grown cocoa – for resilience.
Consumer Foods-to-Go Wrap! Wrapping up 2025
The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the...
How weight loss drugs drive change in the food and agriculture sector
Join Stefan Vogel and Julia Buech, as they discuss the impact weight-loss drugs have on the food industry.
Dairy
Exclusive Adapting to change: Strategies for EU dairy processors amid milk supply decline
EU milk supply is projected to fall 5% by 2035, driven by regulations, buyouts, and climate pressures, with stark regional differences and strategic implications.
Exclusive Global dairy quarterly Q4 2025: Global dairy prices under pressure as supply outpaces demand
Global dairy markets softened through Q3 2025 and fell sharply in Q4 2025.
Australia agribusiness December 2025: Merry markets from wheat to treats
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Farm Inputs
Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson
Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key...
Lessons learned from Agritechnica 2025
Join Paul Joules as he chats with Doriana Milenkova and Barend Bekamp, about the key insights and themes from their visit to Europe’s leading agritech trade show.
Australia agribusiness December 2025: Merry markets from wheat to treats
Australia’s key commodities highlights and economic influences for this month. The full report covers the developments to watch in the upcoming weeks.
Fresh Produce
Exclusive Taking East African floriculture to the next level
Kenya’s floriculture sector is growing fast, tackling risks and sustainability through diversification, digitalization, and global collaboration.
Australian almond outlook – Replanting for growth beyond 2030
In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook.
Five-year California almond outlook
Prices are pised to increase. An upcoming reduction in bearing acreage due to the aging-out of trees will tighten supplies.
Grains & Oilseeds
Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling.
Exclusive Brazilian G&O monthly update – December 2025
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
In this episode, RaboResearch analyst VÃtor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack...
Packaging & Logistics
North America containerboard quarterly: Q4 2025
US containerboard demand is expected to grow over the next 24 months.
Exclusive US tariffs' impact on European folding carton industry calls for strategic action
US tariffs, FX shifts, and rising global competition are reshaping Europe’s folding carton industry. This report explores strategic responses to mounting pressure.
A quiet table for paper packaging at Pack Expo 2025
This year’s Pack Expo saw the big, established paper packaging players out in full force, but there were noticeably fewer smaller, disruptive newcomers than in previous..
Sugar
Agri commodity outlook 2026: Sugar
In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 20
Exclusive Mexico’s sugar sector in 2026: Playing for margin in a game of strategy?
Mexico’s sugar sector faces rising output but weak demand and exports. Strategic moves and policy shifts will be key to balancing recovery and oversupply.
Exclusive Brazilian cane harvest monthly update – November 2025
Read our latest update on the Brazilian cane harvest.