Palm oil outlook to 2031: Structural tightness to keep prices elevated

What do strong red meat prices, smaller appetites, pasture, and cottage cheese have in common? They're all part of a changing global protein story. Jen Corkran and Michael Harvey dive into the new RaboResearch report, "New Zealand's protein moment", and explore why today's opportunity is about more than producing protein. The bigger question is how New Zealand proves its value and makes this moment count for the future.

In this episode, RaboResearch analysts Oskar Mitchell and Vítor Pistóia unpack the forecast for a large Australian winter crop in excess of 60 million tonnes and explore sharp regional contrasts, record canola production, firmer grain prices, and the rising input costs that continue to squeeze grower margins. They also discuss the outlook for wheat, barley, canola, and pulses and how global trade disruptions and uneven seasonal conditions could shape Australian grain markets into 2027.

Join RaboResearch Analyst Oskar Mitchell and Senior Market Strategist Ben Picton as they discuss what is happening with interest rates in New Zealand and Australia. Ben and Oskar unpack where both countries are at in the economic cycle, what it means for their respective cash rates, what is going on internationally that is influencing longer-term rates, and what the outlook is for the New Zealand dollar and Australian dollar.

Fertiliser is one of the largest variable input costs in Australian cropping, yet a significant proportion of applied nitrogen can be lost before crops can use it. In this podcast, Stefan Vogel and Farm Inputs Analyst Oskar Mitchell discuss how nitrification inhibitors can improve nitrogen-use efficiency by reducing nitrogen losses from leaching, denitrification, and emissions. Drawing on Australian and international research, they explore where these products deliver the greatest value, the conditions that drive performance, and why a targeted approach can help growers improve both profitability and environmental outcomes.

The H5 strain of avian influenza has been detected in Australia, raising questions about what this might mean for Australian poultry operations. Angus Gidley-Baird chats with RaboResearch poultry analyst Nan-Dirk Mulder about how other countries have managed avian influenza and gets an update on global poultry markets.