Agriculture update; half time or full time
In our regular quarterly podcast with Tobin Gorey, Ag Strategist topics such as supply constraints, rising farm prices in Australia and seasonal labour issues are all discussed. Tobin details how supply constrains have been building in recent seasons and when combined with rising demand is creating…
Agriculture update – how soon is eventually?
In our quarterly update with Tobin Gorey, Ag Strategist we discuss how Covid-19 is still impacting particular commodities including cotton and sugar. We also discuss how supply and demand fundamentals for agri-commodities are tracking for wheat, corn and oilseeds. Importantly, as Tobin discusses …
Agriculture update – welcome to the juggle
In our quarterly update with Tobin Gorey, Ag Strategist we discuss the improving macroeconomic environment and the emerging topic of interest, inflation. Tobin discusses if there are any signs of inflation in the agriculture space and what that might mean. Tobin and Belinda Allen, Senior Economist …
How COVID-19 is impacting on Agriculture
The impacts of COVID-19 on the broader economy are well known, but there are also large impacts on the agriculture industry. In this podcast Tobin Gorey, Ag Strategist and Belinda Allen, Senior Economist discuss how eating at home rather than out is changing demand for particular types of food. Oth…
More, and Better Food – The Income Dimension
In this podcast Belinda Allen, Senior Economist speaks with Agriculture Strategist, Tobin Gorey and they revisit the thematic of ‘More, and Better Food”. The focus in this episode is how income levels in particular economies have changed over the past forty years and where the opportunity lies goin…
Agriculture Update – supply keeps falling
In this edition of the quarterly Agriculture podcast Belinda Allen, Senior Economist talks to Ag Strategist, Tobin Gorey about several big issues impacting the Agriculture space. Belinda and Tobin cover the tightening supply context in many agri-commodities, the price response to that tightness and…
Agriculture update – the turf war rumbles on
High and rising food prices have become a topic of broad discussion. In this podcast, Senior Economist Belinda Allen is joined by Agri-Commodity Strategist Tobin Gorey to discuss how we got to this point. And why it will take some time to resolve. Russia’s invasion of Ukraine has been an importa…
AgQ – Ukraine and the rest
Agri-commodity prices had their most recent peak in mid-May. And by end-August were 17% below that peak. Prices though remain well above the levels in late 2020. Russia invading Ukraine has been one important, and highly-visible, influence on the swings in prices since earlier this year. But only …
AgQ – Southern Exposure
In this podcast Belinda Allen, Senior Economist, speaks with Tobin Gorey, Agri-Strategist, about the latest AgQ, Southern Exposure (published 29/11). The podcast includes discussion about the impact of floods in Eastern Australia, how commodity prices might interact with currencies and why you sho…
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