Is there a global food crisis coming?
Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of t...
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RaboResearch Agri Commodities
Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on busi...
RaboResearch Agri Commodities Podcast Guide
Listen to RaboResearch Agri Commodities, a Business podcast by RaboResearch Agri Commodities. Stream 92 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 92 episodes
The cocoa crash explained
Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hit...
Coffee prices: Short term and long term diverge
Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of...
The WASDE whispers: What markets did not hear on June 12
Join Carlos Mera and Charles Hart as they unpack the USDA's June WASDE report in the latest ACMR podcast. At first – and even second – glanc...
Espresso economics: The coffee rally explained
The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and rob...
The cocoa rally explained
The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time...
January 2024 WASDE: Disciplined consumers are rewarded
Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The rele...
Grain & oilseed markets move south
Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was publ...
Bulls feed on old grain
The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn...
Softs Rally Hard
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusu...
April WASDE: USDA Cuts Argentine Yields
With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and...
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 agricul...
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 gra...
September WASDE: USDA's Struggle Session
In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael M...
Momentum
On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat,...
Funds in the Sun
Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat,...
High G&O Prices Will Shrink China's Imports and Demand
Join Rabobank's Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR's Michael Magdovitz as they discuss the factors behind the high-pr...
The Ukraine Metacrisis and Its Impact on Agri Commodity Markets
Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-rea...
Agri Commodities Outlook 2022, Part 2: Softs
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR's Carlos Mera and Michael Magdovitz...
Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds
Join ACMR's Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed gr...