Blue Sky Blues

The RaboResearch Food & Agribusiness global grains and oilseeds team is back with an update on what’s driving global markets and trade this summer.

Tune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.  

2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episode, Steve talks to Brazil-based RaboResearch farm inputs analyst Bruno Fonseca about one area that's actually more settled than a year ago – farm inputs.

Global Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.

RaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and the pulse of the sector from his colleagues. 

There’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.

Fall is here, and conversations turn to yields and prices for corn and soybeans. The question isn’t just what the US crop will be but how it will fare relative to demand and yields on a global scale. Join RaboResearch grains & oilseeds analysts Steve Nicholson, Owen Wagner, and Andrick Payen for their monthly roundtable conversation on the US row crop sector.  

The RaboResearch team spans the globe, providing local analysis that adds up to a nuanced picture of the global grains and oilseeds market. In this episode, RaboResearch Global Sector Strategist for G&O Steve Nicholson talks to analysts from around the world to get perspectives on what’s going on behind the headlines – from rain in China to the Black Sea grain agreement (or lack thereof) to winter in Australia and the thick of the growing season here in the US.

RaboResearch Farm Inputs Analysts Sam Taylor and Doriana Milenkova join Global Grain & Oilseed Sector Strategist Steve Nicholson to recap the International Fertilizer Association's Global Markets Conference in London and what they heard from manufacturers and other industry experts. Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward? And which of the many shades of ammonia will gain traction as the industry pushes forward to meet sustainability goals?

Dry weather made for a good planting season, but now drought conditions have growers on edge waiting for just-in-time rain showers across nearly the entire US grain belt. How will markets react? Plus, what’s going on with the US-Mexico trade dispute, and will the Black Sea Grain Initiative survive even more instability in Russia?