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.

Research
22 July 2026
RaboResearch

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.

Podcast
21 July 2026
RaboResearch

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.

Research
20 July 2026
RaboResearch

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.

Research
17 July 2026
RaboResearch

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.

Update
16 July 2026
RaboResearch

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.

Research
15 July 2026
RaboResearch

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?

Podcast
7 July 2026
RaboResearch

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.

Update
2 July 2026
RaboResearch

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.

Update
2 July 2026
RaboResearch

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.

Research
1 July 2026
RaboResearch

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.

Update
29 June 2026
RaboResearch

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.

Research
23 June 2026
RaboResearch

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.

Research
17 June 2026
RaboResearch

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

Podcast
11 June 2026
RaboResearch

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

Podcast
4 June 2026
RaboResearch

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.

Update
3 June 2026
RaboResearch

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.

Research
1 June 2026
RaboResearch

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.

Research
26 May 2026
RaboResearch

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.

Update
19 May 2026
RaboResearch

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.

Research
8 May 2026
RaboResearch

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.

Podcast
4 May 2026
RaboResearch

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

Podcast
1 May 2026
RaboResearch

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.

Update
22 April 2026
RaboResearch

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.

In focus
16 March 2026

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.

Research
12 March 2026
RaboResearch

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.

Research
12 March 2026
RaboResearch

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.

Research
10 March 2026
RaboResearch

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.

Podcast
9 March 2026
RaboResearch

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.

Research
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

Podcast
24 February 2026
RaboResearch

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.

Research
16 February 2026
RaboResearch

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

Podcast
3 February 2026
RaboResearch

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.

Update
3 February 2026
RaboResearch

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.

Podcast
30 January 2026
RaboResearch

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.

Update
28 January 2026
RaboResearch

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.

Update
28 January 2026
RaboResearch

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.

Podcast
21 January 2026
RaboResearch

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.

Research
15 January 2026
RaboResearch

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.

Update
13 January 2026
RaboResearch

New Chinese beef import quotas and their impact on Australia and New Zealand

On 31 December the Chinese government announced new beef import quotas.

Podcast
7 January 2026
RaboResearch

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...

Podcast
23 December 2025
RaboResearch

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.

Research
11 December 2025
RaboResearch

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.

Podcast
26 November 2025
RaboResearch

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.

Research
24 November 2025
RaboResearch

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.

Research
24 November 2025
RaboResearch

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.

Research
13 November 2025
RaboResearch

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.

Podcast
3 November 2025
RaboResearch

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..

Podcast
31 October 2025
RaboResearch

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.

Research
27 October 2025
RaboResearch

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.

Research
20 October 2025
RaboResearch
Animal protein - Rabobank