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RaboResearch Agri Commodities

Rabobank RaboResearch Food & Agribusiness

RaboResearch agri commodity analysts break down the key developments shaping global agricultural commodity markets, helping you understand what matters most for prices, risk management, and decision-making.

Covering markets from tropical commodities to grain and oilseeds, we discuss weather disruptions, geopolitical developments, and shifts in supply and demand. We provide research and global market insights on wheat, corn, soybeans, sugar, coffee, cocoa, and more.

Whether you're managing price risk, planning procurement, or monitoring market opportunities, you'll gain timely analysis, practical perspectives, and a clear view of the forces driving global agricultural commodity markets.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

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  • 21 episodes
  • Avg 15 min
  • English
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  • Oct 13, 2022 · 10 min

    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 increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

Showing 21–21 of 21 episodes