Rabobank

Larger and wealthier populations in South and South-East Asia are driving food consumption growth and opening opportunities for Australian grain and oilseed exports, according to a new report by agribusiness banking specialist Rabobank.

The US’s trade surplus with Australia has so far helped keep Australian food and agri exports off the ‘wheel of misfortune’ when it comes to the new wave of US tariffs, Rabobank says in a newly-released global report.

The cost of producing milk in Australia continues to compare favourably with other dairy-exporting regions, despite a structural lift in global milk production costs across the past five years, according to a new report by agribusiness banking specialist Rabobank.

Australian barley production is forecast to lift by eight per cent to deliver 11.7 million tonnes in the 2024/25 season – while facing trade headwinds as Chinese buyers plan to focus on their own domestic market – according to new research from 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.