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RaboResearch Agri Commodities

Rabobank RaboResearch Food & Agribusiness

RaboResearch agri commodity analysts break down the key developments shaping global agricultural commodity markets, helping you understand what matters most for prices, risk management, and decision-making.

Covering markets from tropical commodities to grain and oilseeds, we discuss weather disruptions, geopolitical developments, and shifts in supply and demand. We provide research and global market insights on wheat, corn, soybeans, sugar, coffee, cocoa, and more.

Whether you're managing price risk, planning procurement, or monitoring market opportunities, you'll gain timely analysis, practical perspectives, and a clear view of the forces driving global agricultural commodity markets.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

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  • 22 episodes
  • Avg 15 min
  • English

Episodes 22

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  • Dec 6, 2022 · 13 min

    Outlook 2023: Tightening the Belt

    Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricultural bull market. It could very well be the last. Rabobank expects broad-based price relief in 2023 as weak consumer demand and more normal weather combine to revive supplies. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

  • Oct 13, 2022 · 10 min

    October 2022 WASDE: USDA Scissorhands

    On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

Showing 21–22 of 22 episodes