Semiannual fertilizer outlook: What's driving prices?

Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer prices.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026.    Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Jen Corkran speaks with Angus Gidley-Baird to take a look back on the Australian red meat market for 2025 and discuss what he expects the markets to look like in 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Paul Joules and Vítor Pistóia return with a new RaboResearch podcast, diving into the key price drivers of grain, oilseed, and cotton markets.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

In this bonus episode, special guest Mitchell Murphy from our Fraud and Financial Economic Crime team talks to us about fraud and scams. He covers why it is important to recognise them and offers some tips on how to do it.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.  

RaboResearch analysts Michael Harvey and Paul Joules are in the studio to unpack the latest Australian quarterly food inflation number following the latest release from the Australian Bureau of Stastics. Is there relief for consumers, or is more sticker shock to come?   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate in the months ahead.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

In this episode, RaboResearch analysts Pia Piggott and Vítor Pistóia examine the long-term shifts shaping the global pulses market. They break down supply and demand trends, trade disruptions, and competitive pressures across key regions, including Canada, India, China, Europe, and Australia, offering a comprehensive view of how global dynamics are influencing pulse production and export strategies.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Following the release of a new report, Angus Gidley-Baird talks with Jen Corkran about increasing volatility in Australian livestock markets, what is causing it, and how it can be managed.    Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Emma Higgins and Jen Corkran discuss their two recently released RaboResearch reports on what dairy-beef means for New Zealand farmers, processors, and industry players and why now is the time to act. With global case studies and practical takeaways, this episode is packed with insights for anyone along the dairy and beef value chain.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.