RaboResearch Food & Agribusiness

In our latest #Poultry quarterly: The global poultry industry is set for strong growth in 2024, with a 2.5%-3% market expansion predicted for 2025. This growth is driven by affordability, sustainability trends, and demand recovery post-Covid-19. However, challenges like avian influenza and geopolitical tensions may impact supply and trade dynamics. #RaboResearch Nan-Dirk Mulder Read the report 👉 https://lnkd.in/eEvMxdak

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. In this episode, we discuss key global livestock industry trends through 2030. Join us! #RaboResearch Stefan V. Angus Gidley-Baird

In this RaboResearch miniseries of podcasts, we unpack the major trends from fork to farm along the global food and agriculture supply chain. In this episode, our Australia & New Zealand General Manager, Stefan V., discusses key grain and biofuel industry trends through 2030 with US-based Global Sector Strategist – Grains & Oilseeds, Stephen Nicholson. #RaboResearch

US-China trade tensions may escalate under Trump's second term. In this report, we highlight potential impacts on soybeans, including retaliatory tariffs and market shifts. Soybeans could be a key target, but market dynamics have evolved, offering some resilience. #RaboResearch #TradeWar #Agriculture Stephen Nicholson Lief Chiang, CFA Al Griffin Read more👉 https://lnkd.in/eBRfaxTj

Join Maria Castroviejo and Cyrille Filott as they interview Carlos Mera, Head of Agri Commodities Markets Research, to discuss his predictions for agri commodities in 2025. Key commodities to watch include palm oil, coffee, and cocoa! #RaboResearch

Join RaboResearch Australia & New Zealand General Manager Stefan Vogel as he discusses key trends in the sugar and biofuel industries through 2030 with Brazil-based Global Sector Strategist Andy Duff. #RaboResearch

Join RaboResearch Australia & New Zealand General Manager Stefan Vogel as he discusses key trends in the dairy industry through 2030 with US-based Global Sector Strategist Mary Ledman. #RaboResearch

Join RaboResearch Australia & New Zealand General Manager Stefan Vogel as he discusses key trends in the horticulture industry through 2030 with Netherlands-based Global Sector Strategist – Fresh Produce Cindy van Rijswick. #RaboResearch

Join RaboResearch analysts Vitor Pistóia and Paul Joules as they discuss what is going on for grains, oilseeds, and farm inputs at the end of the year. #RaboResearch

From our Agri commodity markets outlook 2025: Cocoa and robusta coffee prices reached record highs in 2024, with arabica prices at their highest level since 1977. Given that these commodities are trading at levels well above cost of production, we expect production to expand and demand to contract in the coming year. Although a drop in commodity prices is expected, consumers will continue to see retail price increases as the supply chain passes along higher costs. Read the report 👉 https://lnkd.in/eeUugDyh #RaboResearch Carlos Mera Oran van Dort