Sep 25, 2020
Vegetable prices surged near YTD highs last month, buoyed by strong demand and lower production. Join Rabobank’s Oscar Tjakra and Michael Magdovitz as they analyze MDE Palm Oil and CBOT Soy Oil supply & demand fundamentals and the price risks ahead. Can the Q3 2020 momentum be sustained? Will slowing demand and...
Sep 24, 2020
Cloud, dark, and ghost kitchens are a hot topic in foodservice boardrooms worldwide. Umesh Madhavan talks to Nicholas Mah, Asia-Pacific Regional Managing Director at Wingstop. How have his company’s experiences been so far? And what is his take on the future of foodservice and off-premise consumption in Southeast Asia?
Sep 8, 2020
Charlie Clack joins Oscar Tjakra to talk opportunities in global cotton over the next decade, following our latest RaboResearch report. On the agenda this episode is the post-pandemic demand recovery, world consumption growth to 2029/30, and opportunities for cotton producers and exporters around the globe.
May 18, 2020
Australian winter crop production is set to surge from last year’s lows. With that in mind, Cheryl Kalisch Gordon joins Oscar Tjakra to find out about post-Covid-19 grain demand in SE Asia. Could SE Asia be in need of extra feed grain? How will wheat-based consumption fare among Covid-19 disruptions? And can growth...
Mar 24, 2020
Sandy Chen, Rabobank's Senior Dairy Analyst in China, talks to Tim Hunt about the impact that coronavirus has had on the economy and food sales and how long recovery will take.