Rabobank

In 2025, economic conditions, geopolitics, and supply availability will significantly influence global animal protein markets, according to RaboResearch’s Global Animal Protein Outlook. While demand remains vulnerable to macroeconomic fluctuations and policy changes, seafood is poised to surpass poultry...

Changed eating patterns due to the rising use of anti-obesity drugs, a shift towards in-home alcohol consumption and increasing demand for dairy products tailored to older consumers are among some of the top global trends in food and agri set to be felt in Australia in the next five years, according to a new series of podcasts from Rabobank.

Qld and WA farmers reported improved optimism heading into the end of the year, while sentiment was more subdued in other states, the latest Rabobank Rural Confidence Survey has found ... on a national basis farmers were becoming increasingly cautious about the outlook for the agricultural economy, with nearly half (47 per cent) attributing their concerns to dry seasonal conditions, while rising cost pressures are also a worry.

Herd contraction in the world’s four largest beef-producing nations – the US, Brazil, China and Europe – is expected to lead to the first reduction in global beef supply since the Covid-19 pandemic, altering trade flows in the year ahead, Rabobank says in a recently-released research report. In its latest (Q4) Global Beef Quarterly, titled Navigating declining global production, uncertainty in 2025 … Brazil and the US are likely to lead declines in beef production next year.

A new RaboResearch report expects milk supply growth from the biggest exporting regions in the second half of 2024. Growth is expected to continue into 2025, with gains anticipated in all major regions for the first time since 2020.

As key players in the food supply chain set targets for reducing greenhouse gas (GHG) emissions, Australia’s dairy sector is grappling with how to best transition to lower- emissions production, and how the cost will be borne, Rabobank says in newly-released research.

Australia has the opportunity to cement itself as one of the key beef suppliers into South- East Asian markets – as the appetite for beef continues to grow among the region’s consumers, according to agribusiness specialist Rabobank.

While the wider implications of a new US administration under President Trump for Australian agriculture will only become apparent over time, there are a number of key watch factors for the sector, particularly for grains and oilseeds, Rabobank says in newly-released commentary.

While overall headline inflation eased in the latest quarter, the annual rate of food price inflation held fast at 3.3 per cent, the latest quarterly Consumer Price Index (CPI) data, from the Australian Bureau of Statistics, has shown. The September 2024 quarter data … saw overall annual food price inflation – comparing prices with the September 2023 quarter…

Australia is looking towards harvesting a "marginally larger" winter crop this season, despite significant weather challenges experienced in a number of key grain-growing regions throughout the year, Rabobank says in its just-released 2024/25 Australian Winter Crop Forecast. The agribusiness banking specialist says the nation is on track to produce an estimated total winter crop of 47.1 million tonnes…