El Niño drives prices more than fundamentals
The National Oceanic and Atmospheric Administration projects a 75% probability of the strongest El Niño since records began in 1950. Some of...
Radio and PodcastLive Radio & Podcasts
Business
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...
Episodes
20 of 99 episodes
Coffee at a turning point
Coffee prices have remained elevated for several years, but after reaching record highs in 2025 they have fallen significantly. Has the mark...
Energy shock waves: From Hormuz to Russia
Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to U...
August WASDE: Trouble in the Black Sea
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from...
USDA Acreage and Grain Stocks: Wheat surprises
In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from...
Cocoa conversations: Cocoa strikes back
After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23...
Espresso economics: High production, low prices
Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases...
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...
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...