HeyJaredRaboResearch Agri Commodities
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 13, 2026
Latest episodes
September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks (opens the original)
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In this RaboResearch podcast, Agri Commodities Markets Research analysts Andrick Payen and Carlos Mera examine the implications for agricultural commodity markets arising from revisions to wheat, soybean, and corn estimates in the September 2026 USDA WASDE report. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
El Niño drives prices more than fundamentals (opens the original)
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The National Oceanic and Atmospheric Administration projects a 75% probability of the strongest El Niño since records began in 1950. Some of the textbook impacts are already visible in the fields, but market reactions appear to have been amplified by speculative fund positioning. For now, El Niño is driving prices more than fundamentals. Join Carlos Mera and Oran van Dort as they discuss the implications for cocoa, coffee, sugar, and other agricultural commodities. Disclaimer: Please refer to ou
Coffee at a turning point (opens the original)
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Coffee prices have remained elevated for several years, but after reaching record highs in 2025 they have fallen significantly. Has the market finally returned to normal, or is there more downside ahead? Join Oran van Dort and Carlos Mera as they discuss the key drivers of coffee prices, from developments in the Red Sea and the EU Deforestation Regulation to the latest global supply and demand outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/kno
Energy shock waves: From Hormuz to Russia (opens the original)
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Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to USD 88/bbl as of August 17, 2026. The war in Iran and the subsequent disruption in the Strait of Hormuz have been responsible for much of the upward pressure on energy prices, while recent attacks on Russian refineries and export infrastructure have contributed to a sharp rise in diesel prices. Join Carlos Mera and Florence Schmit as they discuss the current
August WASDE: Trouble in the Black Sea (opens the original)
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In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's August WASDE. 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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