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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...
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...
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...
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...
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...
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 shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time...
Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The rele...
Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was publ...
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...
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusu...
With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and...
Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricul...
On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US gra...
In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael M...
On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat,...
Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat,...
Join Rabobank's Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR's Michael Magdovitz as they discuss the factors behind the high-pr...
Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-rea...
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR's Carlos Mera and Michael Magdovitz...
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...
Join Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflati...
Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, a...
The European Commission has proposed 'Fit for 55', a package of policies aimed at reducing net greenhouse gas emissions by at least 55% by 2...
The 2021/22 outlook for the Australian cotton sector appears bright in terms of production prospects and price. To find out if there are any...
First, we saw severe dryness in the western US and Canada, which continues. Now, we have heavy rains and even flooding across parts of Europ...
In the wake of the USDA's June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA's latest e...
In a bid to reduce food price inflation, the Russian government put in place an export tax on grains & oilseeds in February. What impact wil...
Cheryl Kalisch Gordon, Senior Grains & Oilseeds Analyst with Rabobank Australia & New Zealand, is joined by her colleague Lief Chiang, Grain...
The rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. Whi...
In the latest installment of the RaboResearch Agri Commodities podcast, Stefan Vogel and Michael Magdovitz review the explosive grain & oils...
Over the last month, tensions in the Black Sea between Ukraine and Russia have boiled over. Troops from both sides have amassed on the borde...
The April WASDE was destined to be overshadowed by its two explosive siblings – the March Prospective plantings and the new crop May WASDE....
The USDA's Prospective Plantings report came in far below expectations on corn and soy and heaped pressure on yields, whose weak performance...
Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia. Please read our disclaime...
After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% highe...
Ryan Fitzmaurice, senior commodity strategist, joins Carlos Mera, head of agri commodities market research, to discuss speculation in commod...
The 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19's economic and social consequences. This is part...
The 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19's economic and social consequences. This is part...
The prospect of children coughing at your door may be scary enough at the moment, but there is also a lot of fear in agri commodity markets....
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank's Oscar Tjakra and Michael Ma...
Carlos Mera joins Charlie Clack to address the growing presence of speculative activity in soft commodity markets – including sugar – and th...
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On t...
In this G&O market update we cover the main drivers leading price moves across Corn, Soybean and Wheat markets. The weather has begun to sho...
While the supply side is not without concerns, demand has been dropping due to Covid-19. For now, harvests are going ahead more or less norm...
Brent Crude recovered over 30% so far in May, pushing vegetable oil prices higher. Soy and corn remained subdued in the midst of an abundanc...
April witnessed unprecedented weakness in the energy sector and in emerging market currencies. Agri commodities markets were infected by the...
Join the ACMR team as they discuss the wild ag commodity price swings amid market concerns for demand destruction and supply chain stability...
China G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragil...
Brexit is anticipated to have far-reaching impacts around the world, with many industries – including sugar – feeling the effects. Charlie C...
Sugar prices have gained ground in 2020, owing to a catalogue of reasons including speculative buying and global supply and demand. Carlos M...