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Aug 12, 2024 | 
research.rabobank.com | Stephen Nicholson
Join Head of Relationship Management – Australia Peter Evans, Global Grains & Oilseeds Strategist Steve Nicholson, and Head of Rural Business – Canada Roxane Lieverse as they discuss the highly successful Canadian Grains Knowledge tour they recently completed in July. Listen as they discuss tour insights, learnings, Canadian seasonal conditions, and global grain demand and supply fundamentals.
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Feb 15, 2024 | 
research.rabobank.com | Stephen Nicholson
Early winter weather is affecting harvest and planting in parts of the US. Steve Nicholson and Andrew Tasker look at this – and other issues – all the while keeping an eye out for glimmers of hope in the year ahead.
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Feb 15, 2024 | 
research.rabobank.com | Stephen Nicholson
Grain companies need to transform themselves into more customer-focused and service-oriented organizations, according to the latest RaboResearch G&O report “Catching up with the ABCs: U.S. Grain Storage and Challenges to Traditional Grain Merchandising”.
Report summary
The challenging profit environment for merchandising grain goes beyond the growth in U.S. on-farm storage and producer selling patterns.
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Feb 15, 2024 | 
research.rabobank.com | Stephen Nicholson |Stefan Vogel |Erin Fitzpatrick
Rabobank assesses the corn prevent plant acreage in the US and what it means for global corn supplies.
US Prevent Corn Planting’s Impact on Production
Given the continued delay in US corn plantings, Rabobank expects the USDA to further reduce their forecast for US planted acres while leaving soybean plantings relatively unchanged.
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Jan 27, 2024 | 
research.rabobank.com | Stephen Nicholson |Sterling Liddell
The U.S. flour milling is consolidating which is creating new opportunities and more competiton. How are changing consumer preferences driving the industry towards cost cutting, new strategies, more efficieny and consolidation?
Recent consolidations do not spell doom for the U.S. flour milling sector.
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Dec 28, 2023 | 
research.rabobank.com | Stephen Nicholson |Sterling Liddell
While Rabobank expects prices in the soybean complex to come down from current levels due to long-term bearish fundamentals, the need to ration an alarmingly tight 2013/14 crop is likely to introduce upward price volatility over the next three months.
Highlights of the report include:
Long-term prices in the soybean complex are expected to drop, but short-term bullish factors could result in a summer price surprise.
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Dec 1, 2023 | 
research.rabobank.com | Stephen Nicholson |Cindy Van Rijswick |Cindy van Rijswick |Doriana Milenkova
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.
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Nov 26, 2023 | 
research.rabobank.com | Sterling Liddell |Al Griffin |Stephen Nicholson
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Aug 10, 2023 | 
research.rabobank.com | Stephen Nicholson |Dennis Voznesenski
August 2023
Join Senior Grains & Oilseeds Analyst Dennis Voznesenski and Global Grains & Oilseeds Strategist Steve Nicholson as they discuss weather canola will ever become a thing of the past.
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Jul 19, 2023 | 
research.rabobank.com | Stephen Nicholson |Samuel Taylor |Doriana Milenkova
July 2023
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.
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Plus, will developments in the Black Sea grain agreement change the outlook for fertilizer markets moving forward?
