RaboResearch Food & Agribusiness’ Post

On Thursday's AOA, powered by Cenex, we start the show discussing the markets ahead of the U.S. Department of Agriculture Reports on Thursday with Michael Zuzolo from GLOBAL COMMODITY ANALYTICS & CONSULTING LLC. In Segment Two, we have a conversation about the ag economy and ag banking with Barry Benson, VP of Agribusiness Banking at FNBO. Next up in Segment Three, we discuss the new Feeding the Economy report, ag trade and more with Corn Refiners Association President and CEO, John Bode. Then we wrap the show with a look at ag news headlines in Segment Four.

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oilseed rape and fertiliser. 📰 You can read the full report on our blog: https://loom.ly/BmhtBUs 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://loom.ly/c35Q25c 📧 Why not subscribe and be notified each time a report is published? https://loom.ly/KRx9TPU #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oats, oilseed rape, pulses and fertiliser. 📰 You can read the full report on our blog: https://loom.ly/9LqH-Hk 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://loom.ly/yI05Cd0 📧 Why not subscribe and be notified each time a report is published? https://loom.ly/KRx9TPU #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oilseed rape, pulses and fertiliser. 📰 You can read the full report on our blog: https://loom.ly/10oSW9s 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://lnkd.in/dRk95QSJ 📧 Why not subscribe and be notified each time a report is published? https://bit.ly/45BJoUI #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oilseed rape and fertiliser. 📰 You can read the full report on our blog: https://loom.ly/g-ZuYyA 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://loom.ly/mZ0rbT4 📧 Why not subscribe and be notified each time a report is published? https://bit.ly/45BJoUI #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oilseed rape, pulses and fertiliser. 📰 You can read the full report on our blog: https://loom.ly/tQsK6ys 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://loom.ly/ssEyjrM 📧 Why not subscribe and be notified each time a report is published? https://loom.ly/KRx9TPU #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

Some really cool Strong Source commodity podcasts are coming live soon. Firstly with Cargill's Head of Ocean Transportation Jan Dieleman about freight and energy #markets, and leadership. Jan is an industry leader and a great example for aspiring commodity traders. Visionary, pragmatic, down to earth and razor sharp. Followed by one of the best guests we could have had given the unprecedented turbulence in the #cocoa industry and markets, Barry Callebaut Group's VP Global Cocoa Trading and Sourcing Willem Zimmerman. Willem has a long career in cocoa in Cargill and BC, and articulated very well the industry's challenges, and provided guidance for the future (not futures, nobody knows). I was fortunate to work with Willem. A bright mind making me think, very kind, who deeply understands the complexities of cocoa. Today we recorded a podcast loaded with insights and anecdotes from one of the most impressive commodity traders and business leaders I have met: former CEO of Glencore Agriculture Chris Mahoney. Chris had a hugely successful career, where three companies played a major role, Cargill, Glencore and Viterra. We touched base on some commodity trading legends Marc Rich, Andy Hall, Huub Spierings and Ivan Glasenberg. We talked about Chris and his team's ability to build Glencore into the #trading powerhouse it is by entrepreneurial M&A activity, while running their profitable trading franchise, focusing a lot on arbitrages in the grain markets. At times it sounded simple, but it has been very hard work, taking risk, and building a strong culture of knowing and trusting each other. Some great takeaways from our discussion with Chris: With the right people and culture, trading can be simple, but hiring and developing the right people and culture isn't simple. Part of trading is mathematics, another part is dealing with fear. Every good trader has some fear. It keeps you open minded to opposing views and the market telling you that you are wrong. What traders should not fear though is NOT being in the market. You don't always need to be in the market. My co-host Alexander Sterk and I will share the publishing dates shortly, enjoy.

We've just published Frontrunner, our weekly market update from our trading experts covering wheat, barley, oilseed rape, pulses and fertiliser. 📰 You can read the full report on our blog: https://lnkd.in/e-Kcy7Pp 🔊 Frontrunner is also available as a podcast on Acast, Spotify, Apple Music and Google Podcasts, so you can listen while you're on the go: https://lnkd.in/eeE8pssD 📧 Why not subscribe and be notified each time a report is published? https://loom.ly/KRx9TPU #GrainMarkets #CropProduction #BritishFarming #AdvancingAgriculture

This week on The Living Market Philip discusses the impact of higher oil prices.

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗦𝗵𝗶𝗳𝘁: 𝗘𝘅𝗽𝗼𝗿𝘁𝗲𝗿 𝘁𝗼 𝗜𝗺𝗽𝗼𝗿𝘁𝗲𝗿 India is transitioning from Asia's top corn exporter to a net importer, driven by rising ethanol production. What does this mean for future corn #imports, and why is the #ethanol market crucial? Join grains and oilseeds price reporter Edward Low and editors Namarita Kathait, Rishab Joshi, and Samyak Pandey in the latest S&P Global Commodity Insights podcast as they discuss the challenges and developments in India's corn and ethanol markets.