RaboResearch Agri Commodities
Rabobank RaboResearch Food & Agribusiness
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Coffee prices: Short term and long term diverge
Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained…
The WASDE whispers: What markets did not hear on June 12
Join Carlos Mera and Charles Hart as they unpack the USDA's June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month's WASDE might seem like a nonevent. The…
Espresso economics: The coffee rally explained
The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have…
The cocoa rally explained
The cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal…
January 2024 WASDE: Disciplined consumers are rewarded
Last Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in…
Grain & oilseed markets move south
Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as…
Bulls feed on old grain
The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that…
Softs Rally Hard
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different…
April WASDE: USDA Cuts Argentine Yields
With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected,…
Outlook 2023: Tightening the Belt
Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of…
October 2022 WASDE: USDA Scissorhands
On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become…
September WASDE: USDA's Struggle Session
In the latest RaboResearch Agri Commodities episode, Global Grains & Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR's August…
Momentum
On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23…
Funds in the Sun
Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish…
High G&O Prices Will Shrink China's Imports and Demand
Join Rabobank's Grains & Oilseeds Analyst in China, Lief Chiang, and ACMR's Michael Magdovitz as they discuss the factors behind the high-price environment in G&O and what it means for…
The Ukraine Metacrisis and Its Impact on Agri Commodity Markets
Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like…
Agri Commodities Outlook 2022, Part 2: Softs
Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR's Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022.…
Agri Commodities Outlook 2022, Part 1: Grains & Oilseeds
Join ACMR's Carlos Mera and Michael Magdovitz as they discuss the high price environment in G&O and the risks ahead for 2022. Wheat, feed grains and vegetable oils all hit multi-year highs in…
Halloween Special: More Tricks Than Treats
Join Rabobank's ACMR team on this very spooky podcast as Carlos Mera and Michael Magdovitz share frightening tales about global food inflation that will send a shiver down your spine and might send…
September 2021 WASDE: Consumers Come in From the Cold
Last Friday, the USDA published a nominally bearish September WASDE report, with higher objective yields and acreage lifting US corn, soy, and cotton production and ending stocks. Yet, CBOT…
Frequently Asked Questions
RaboResearch Agri Commodities has published 90 episodes since May 2017, covering topics in Business, Business News.
RaboResearch Agri Commodities is currently active with new episodes every 2 months. Average episode length is 13m.
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