RaboResearch Agri Commodities

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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.

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The 2021 Outlook for China’s, India’s, and Southeast Asia’s Edible Oils

Mar 25, 2021

Lief Chiang and Oscar Tjakra join to discuss the 2021 outlook for edible oils in China, India, and Southeast Asia.

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ICE #2 Cotton: On a Tear or Torn Apart?

Mar 23, 2021

After being ravaged by the pandemic, demand recovery expectations coupled with unrelenting Chinese imports led ICE#2 Cotton prices 30% higher than their pre-pandemic levels. Despite a recent sell-off, prices continue to trade at a premium – but how long can this continue? In this podcast, Agri Commodities Market...

Speculation in Commodities to Continue

Mar 22, 2021

Ryan Fitzmaurice, senior commodity strategist, joins Carlos Mera, head of agri commodities market research, to discuss speculation in commodities markets. Funds have reached some extreme positions in both energy and agriculture, and Rabobank analysts do not expect this to stop, as persistently low interest rates...