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Aug 29, 2024 | 
research.rabobank.com | Michael Harvey |Emma Higgins
Emma Higgins and Mick Harvey talk through the latest RaboResearch global dairy quarterly report.
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May 24, 2024 | 
research.rabobank.com | Michael Harvey
Australian dairy companies walk a tightrope as the deadline for new season milk pricing looms. They must send strong price signals amid a backdrop of softer market returns. Across the southern milk pool, there is likely to be downward pressure on minimum price offers for 2024/25. Still, there are enough drivers of profitability for Australian dairy farmers, and another season of healthy farmgate margins is within reach.
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Mar 8, 2024 | 
research.rabobank.com | Emma Higgins |Michael Harvey
Join Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the cards for 2024, and while it will be no record price year by any measure, farmers across the globe will welcome a return to profitability.
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Feb 21, 2024 | 
research.rabobank.com | Michael Harvey |Emma Higgins
Michael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export sector.
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Feb 19, 2024 | 
interest.co.nz | Gareth Vaughan |David Hargreaves |Michael Harvey
Australia’s dairy import and export mix is “slowly trading places” – with export volumes falling sharply in recent years while imports have spiked, Rabobank says in a newly released report.
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Jan 26, 2024 | 
research.rabobank.com | Tim Hunt |Michael Harvey
Tim Hunt and Michael Harvey assess evolving competing to traditional foods, what it means for companies and growers and how we might respond.
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Nov 26, 2023 | 
research.rabobank.com | Emma Higgins |Michael Harvey
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Nov 24, 2023 | 
research.rabobank.com | Tim Hunt |Michael Harvey |Angus Gidley-Baird |Cheryl Gordon
Here are the main highlights for some of Australia’s key commodities. The full report provides an overview of the developments to watch in the upcoming weeks.
Highlights
Local harvest pressure will burden AU wheat prices for the balance of 2020.
Widespread growth in milk production to continue through spring months.
Young cattle prices keep powering on.
Lamb prices defy the seasonal trend and start rising.
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Nov 24, 2023 | 
research.rabobank.com | Tim Hunt |Michael Harvey |Angus Gidley-Baird |Cheryl Gordon
Here are the main highlights for some of Australia’s key commodities. The full report provides an overview of the developments to watch in the upcoming weeks.
Highlights
Covid-19 infections are rising, but government support is helping to underpin food consumption.
Pricing pressure is building on the dairy commodity complex.
Beef prices are softening slightly, but limited supply is still supporting cattle prices.
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Nov 1, 2023 | 
research.rabobank.com | Stefan Vogel |Angus Gidley-Baird |Michael Harvey |Emma Higgins
Here are the main highlights for some of Australia’s key commodities this month. The full report provides an overview of the developments to watch in the upcoming weeks.
-Grains & oilseeds: El Niño is cutting Australian harvest volumes to be close to the five-year average. This also allows local wheat prices to stay rather supported compared to those in the US and Europe.
