Owen Wagner

Aug 6, 2024 | research.rabobank.com | Paul Joules |Owen Wagner

Cotton prices have been in a state of decline in recent months, both internationally and domestically. Join Paul Joules and Owen Wagner as they discuss the key drivers behind recent price action and prospects for supply & demand going forward.

May 23, 2024 | research.rabobank.com | Owen Wagner |Samuel Taylor

History repeats itself, not least in agricultural cycles. As the US farm economy transitions from a period of historically strong balance sheets to a period of negative margins, the 2012/13 commodity market downturn offers useful lessons in how row crop growers will navigate lower agri commodity prices today.

Nov 7, 2023 | research.rabobank.com | Owen Wagner

Over the past year, cotton has been caught in a confluence of short-term challenges, largely related to cotton’s vulnerability to macroeconomic uncertainty, and a number of long-term headwinds. While economic uncertainty is clouding cotton demand this year, the fiber also faces a number of more impactful, long-term structural challenges. On the demand side, this includes a shift in consumer preference toward synthetics, a heightened trend during the pandemic.

Aug 17, 2023 | research.rabobank.com | Owen Wagner

With aviation as a major source of greenhouse gas (GHG) emissions, governments around the world have begun to design incentives for decarbonizing the sector – something the industry, to its credit, has been pursuing for years. Although sustainable aviation fuels (SAFs) have been used on a small scale in the US since 2011, they are now poised for a major expansion on the wings of carrier commitments and recent and upcoming changes to biofuel policy.

Mar 1, 2023 | research.rabobank.com | Owen Wagner

March 2023 Sustainability concerns are mainstream in many supply chains and can be an opportunity for the farmers near the beginning of those chains. RaboResearch Senior Grains & Oilseeds Analyst Owen Wagner explains how sustainable aviation fuel fits into the landscape of soy demand. Ryan Findlay from the Rabo Carbon Bank talks about how farmers can be a part of industry efforts to manage the carbon footprint of supply chains.