RaboResearch Food & Agribusiness Asia

Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth in Thailand’s feed barley imports continue? This episode also appears on our sister podcast RaboResearch Food & Agribusiness Australia & New Zealand

Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.

China G&O analyst Lief Chiang and ACMR analyst Michael Magdovitz discuss the spread of coronavirus and the threat it poses to already fragile Chinese and global feed demand. Lief and Michael then consider the implications of coronavirus on China’s 'phase-one' trade deal compliance, US summer plantings, and CBOT Corn and Soybean prices through 2020. This episode also appears on our sister channel RaboResearch Agri Commodities

With trade deals, rain in Australia, and the approaching Lebaran holidays in Indonesia, Angus Gidley-Baird speaks to Barry Gerschwitz and Ben Santoso about the outlook for Australian live cattle trade with Indonesia.

African swine fever has spread rapidly across Southeast Asia this year, and supply disruptions are impacting pork prices and consumption. As a consequence, the region is struggling to cope with pork shortages. Both Vietnam and the Philippines have seen this impact and will likely see more herd losses next year. We think this will affect long-term investments and trade, not just for pork but for all kinds of meat.

The serious supply shortage across China remains unchanged, as ASF hits some regions of the country again. China's pork production in 2020 is expected to go down further, impacting the rest of the world in terms of trade volume and prices

Presently, certified sustainable palm oil remains in oversupply. Less than half of RSPO certified palm oils produced in 2018 were sold as certified palm oil, while remaining volumes were sold as conventional palm oil. Oscar Tjakra joins Lief Chiang to chat about potential markets for increasing certified sustainable palm oil demand.

The importance of food delivery in China’s QSR industry is growing, and the impact of this is felt by consumers, merchants and other parties involved. In this episode, Ekrem Ozer, CEO of Burger King China, shares his view on the food delivery industry with RaboResearch Asia Consumer Food Analyst, Michelle Huang.

The monsoon in India traditionally covers nearly two-thirds of India by mid-June. This year, however, it was delayed by 15 days. This led to a delay in the sowing of kharif crop in many areas and to crops facing moisture stress due to the lack of rainfall. Shiva Mudgil joins Oscar Tjakra to talk about the progress of India’s 2019 monsoon and how it impacts soybeans crops and the dairy industry in India.

Retail is going through a transformation, with the desire for convenience changing where and how consumers shop. E-commerce is becoming more important to retail and the impact of disruptors is being felt not only in China but across Southeast Asia. In this podcast, RaboResearch Asia consumer food analysts Michelle Huang and Umesh Madhavan discuss ongoing retail disruptions in the region and its implications for food producers.

In this RaboResearch podcast, we employ the expertise of Sandy Chen to check the pulse of the Chinese dairy market, taking a close look at the local supply picture and at how dairy consumption is tracking amid a weaker economic backdrop.

In this joint Rabobank ACMR & FAR Asia podcast, G&O expert Lief Chiang joins ACMR analyst Michael Magdovitz to discuss his outlook for China’s soymeal and feed usage through 2020. In 2019, African Swine Fever-related culling of up to 50% of China’s hog herd, with further downside possible, will reduce soybean imports and meal usage year-on-year. Reductions will be muted and short-lived, however, relative to hog and feed usage losses, thanks to a combination of higher feed inclusion rates of low-cost (relative to alternative meals) soymeal, increased demand from poultry and aquaculture, and others. By 2020, Lief expects soybean imports to resume a modest growth, even without a US-China trade deal, although import volumes will remain below their historic highs. The podcast concludes with a supply-side review of corn and soybeans, with Michael providing a review of Rabobank’s 2019/20 US production estimates and a view on whether the crop could see supply-side reductions sufficient to offset the demand we

The current and future state of wheat demand in South-East Asia will be a critical factor in determining how Australian farmers and supply chain partners decide to prioritise quality or quantity in the pursuit of profit. Singapore-based Senior Analyst Oscar Tjakra joins Cheryl Kalisch Gordon in this podcast to share his insights on changing wheat demand in South-East Asia and what it means for the Australian grains industry. This episode appeared previously on our RaboResearch Food & Agribusiness Australia/New Zealand podcast channel.

In the latest episode of the ACMR podcast, China G&O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&A shopping list under a trade deal. Amid reports that China has offered to more than double its pre-trade-war purchases to 55bn USD, Lief runs through the products besides soybeans that would strategically benefit China, including corn ethanol to achieve the E10 mandate, pork, beef, seafood, and spring wheat. He also discusses the time span for reaching those purchase levels. The podcast concludes with Michael's view on whether the US could supply an additional 30bn USD in F&A goods and the potential impact of such an increase for US farmers. This episode appeared previously on our RaboResearch Agri Commodities podcast channel.

Policy updates and stricter environmental protection inspections support China active ingredient price keeps increasing since 2016. The price surge will continue driven by a shortage of raw materials and increasing production costs. Besides, they are leading to intensified competition in China’s agrochemical supply.  This can be an advantage to manufacturers with integrated production capacity and  qualified environmental protection facilities.

During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food & agriculture products into China that were largely frozen by both tariff & non-tariff measures. Rabobank’s F&A China industry analyst Lief Chiang joins ACMR G&O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices. This episode appeared previously on our RaboResearch Agri Commodities podcast channel.

RaboResearch Analysts Cheryl Kalisch Gordon and Rohit Dhanda bring you part two of their Checking the Pulse 2018/19 update. Prospects for Australian and Canadian pulse supply and exports as well as net south Asia pulse demand feature alongside a discussion on recent developments in India. This episode appeared previously on our RaboResearch Food & Agribusiness Australia/New Zealand podcast channel.

RaboResearch Grains & Oilseeds Analysts Rohit Dhanda, based in India and Cheryl Kalisch Gordon, based in Australia, discuss the dynamics of the Indian pulse market and focus on expectations for India’s pulse import demand over the coming 12 months. This is the first of a two-part pulse conversation: next up will be a check on the pulse with a focus on supply prospects outside of India in 2018/19. This episode appeared previously on our RaboResearch Food & Agribusiness Australia/New Zealand podcast channel.

What’s going on in the beverage world? Our coffee comes in a can, our seltzer is spiked, and our beer is aged in whiskey barrels. Consumers are fervently demanding more products that blur category lines. If beverage companies want a piece of the pie, they need to re-evaluate their historical product portfolio, their structure, and their strategy for product development. This episode appeared previously on our Liquid Assets: A Beverage Industry Podcast channel

Poultry consumption in Vietnam, India, Indonesia, and the Philippines has outperformed global growth in the past five years and is expected to continue growing through 2022, as can be read in the recent RaboResearch report “Foodservice Is the New Growth Driver”. In this podcast episode, Ben Santoso and Umesh Madhavan discuss poultry consumption trends in these four countries, and how growing demand for poultry is primarily driven by its relatively low price point and acceptability across different cultures. They also identify the key factors that will drive further growth in poultry consumption in the next five years.