Animal protein

Exclusive El Niño: The Pacific's long reach and its implications for agriculture
In this report, we will look in more detail at the main effects of El Niño on agricultural and animal protein production.

New Zealand mid-year check-in: Record production, strong prices, and El Niño watch
Emma Higgins and Jen Corkran review New Zealand’s agricultural outlook, highlighting dairy production, beef and lamb prices, and farm profitability.

Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.

Dutch nitrogen plans bring stricter targets, zoning, and a smaller herd
The government's plans propose company-specific emissions ceilings, additional requirements in zones, and a ceiling to livestock density.

Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.

Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.

Where are all the sheep? A look at Australia and New Zealand’s sheep markets
Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production?

Australia agribusiness monthly July 2026: STRAIT back to normal?
Here are the main highlights for some of Australia’s key commodities and economic influences this month.

New Zealand agribusiness monthly July 2026: Strong supply, markets diverge
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.

Brazil agribusiness quarterly Q2 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.

Exclusive Global poultry quarterly Q3 2026: Strong growth continues, but tighter discipline is critical as oversupply pressures build
Global poultry market growth continues, but rising oversupply, trade shifts, and cost pressures will demand tighter market discipline.

Exclusive Shifting tides: How supply constraints in wild seafood are reshaping Dutch consumption
Declining consumption, shifting preferences, and rising aquaculture (especially salmon) reshape the Dutch seafood market toward convenience and retail-friendly formats.

Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.

Is this the turning point for New Zealand sheepmeat?
Angus Gidley-Baird and Jen Corkran break down the latest New Zealand sheepmeat story: a tale of strong prices, tightening supply, shifting export dynamics, and a level

Can Australian cattle prices hold up? Australian beef seasonal outlook 2026
Trade disruptions, conflict in the Middle East, a lower global beef supply, and record-high Australian beef production. What does it all mean for the Australian cattle

Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.

Protein economics: How nutrient density can support premium packaged goods in the US
Nutrient density is emerging as a unifying concept in US food and beverage, linking health goals, affordability, and value through nutrients per calorie and dollar.

Energy shock waves: US food inflation risk in 2026-2027
Energy-driven cost pressure is building across the US food system, setting up higher inflation and margin strain into 2027 as consumers grow more price sensitive.

Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.

Exclusive Australian beef seasonal outlook 2026: Strong markets holding but don’t rush the gate
Australia’s cattle sector hits record output, while strong export demand supports prices – although seasonal shifts and inflation pose key risks.

The seasonal shift shaping New Zealand dairy and livestock markets
Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets.

China sends ripples through global beef markets
With the imposition of beef import quotas at the beginning of 2026, China was set to redistribute global beef trade. Angus Gidley-Baird speaks with Chenjun Pan

Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.

Agri-food Vision: Working Together Toward a True Value Food System
Will our agrio-food system still be innovative and internationally leading in 2040? Certainly, if we make the transition to True Value. Read our vision.

Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.

Exclusive Middle East conflict: The impact on Australia's agriculture and economy
Disruption to Middle East shipping routes is pushing up fuel and fertiliser prices, creating new headwinds for Australian agriculture and inflation.

Exclusive How the crisis in the Middle East could impact the local and global poultry industry
The Iran war has disrupted poultry supply chains, trade flows, and input availability in the Middle East, pressuring the local industry and global exporters.

Can the Australian lamb market sustain these prices?
Angus Gidley-Baird speaks with Wagga Rural manager Georgia Twomey on the state of the Australian lamb market and the increased popularity of feedlotting lambs.

Exclusive Vietnam’s animal protein outlook: Structural modernization meets shifting consumer demand
Vietnam’s animal protein sector is modernizing fast, with rising incomes and shifting preferences driving demand as integrated, tech-enabled models reshape the industry.

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

Exclusive Australia’s foodservice landscape shifts as quick-service restaurants gain share
Australia's foodservice sector is back on a growth footing, but the recovery is uneven and the landscape is fundamentally changing.

Australian agribusiness outlook 2026
Australian agriculture is starting 2026 from a position of high ground despite the uncertainty and volatility. 2025 proved to be a good, or better, year for most regions

Exclusive Global aquaculture update 1H 2026: Despite geopolitical tensions, there is optimism in seafood markets
Tight salmon supply may lift prices, shrimp stays firm despite inventory limits, and fish meal prices hold high amid Peru’s low quota and weaker soymeal correlation.

New Zealand agribusiness outlook 2026: Playing on the new global board
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness.

Exclusive New Zealand agribusiness outlook 2026: Keeping one move ahead
Here are the main highlights for some of New Zealand’s key agricultural commodities for 2026.

Exclusive Australia agribusiness outlook 2026: High ground in a volatile world
Here are the main highlights for some of Australia’s key commodities for 2026.

Sustainability insights from US producers
EU milk supply is projected to fall over the medium term. Michael Harvey chats with Tom Booijink to discuss the drivers and impact of the expected contraction.

What MAHA's dietary guidelines mean for US food and agribusiness
New US dietary guidelines prioritize whole, minimally processed foods and may influence demand and policy decisions, with implications for food and agribusiness.

Exclusive Brazil agribusiness outlook 2026
This report outlines the macroeconomic backdrop for 2026 and provides an outlook for each of Brazil’s major agribusiness sectors.

New Chinese beef import quotas and their impact on Australia and New Zealand
On 31 December the Chinese government announced new beef import quotas.

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.

An Australian beef and lamb wrap-up for 2025 and a (rib)eye to 2026
Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.

Straight from the field: Sustainability insights from US beef, dairy, and crop producers
Technology adoption, incentive programs, and personal business goals are shaping how producers define and achieve sustainability across diverse agricultural operations.

Exclusive Global aquaculture outlook 2026
Aquaculture growth is set to ease in 2026 as demand softens, inflation persists, and feed cost volatility limits relief for producers.

Exclusive Agri commodity outlook 2026: The grain gambit strains, but policy will sustain
The US and China are locked in battle. For the foreseeable future, we expect disrupted trade, fluctuating prices between geographies, heavy subsidies, and the unexpected.

Managing increased volatility in Australian livestock markets
Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how.

The strategic moment for dairy-beef in New Zealand
Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players..

Exclusive Global beef trade closes the 2020s with rising demand, more limited supply, and persistent volatility
Global beef trade has grown by 14% over the last five years, reaching nearly 13m metric tons in 2024. RaboResearch expects this growth to continue.

From commodity to concept: How the US egg industry reinvented itself
With 46% of US eggs now cage-free and more mandates ahead, the industry is at a crossroads.
