rabobank

The global ag sector has recently passed a turning point, with prices and future outlooks for key commodities taking a decidedly pessimistic turn. Though market volatility is nothing new for producers, it does change the profitability equation. One of the first targets for pencil-sharpening and scrutiny tends to be farm inputs– from crop protection chemistry and fertilizers, to equipment purchases and agtech investments. 

To get us up to speed on the state of global farm input markets, and how growers are likely thinking about planning and practice adjustments in the months and years ahead, we sat down with Sam Taylor, Farm Inputs Analyst and Executive Director for Research at Rabobank. 

For more information and resources, visit our website. 

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Rabobank's latest Rural Confidence Survey has shown a late turnaround in farmer confidence in South Australia, Livestock SA has called for the resumption of live sheep exports out of Adelaide by sea, and artifical intelligence is now helping to defend forest plantations in the state's South East from bushfires.

0:00 -- Intro.

1:10 -- About new podcast sponsor American College of Governance Counsel.

2:28 -- Start of interview.

3:17 -- Joyce's "origin story" 

5:22 -- Joyce's academic focus and executive career before joining boards of directors.

8:12 -- On her board journey. "It began with non-profit board work." On serving in different types of boards. "They all offered an opportunity to collaborate with board colleagues, very smart people - learning from them, with a clear focus on growth of the institutions through innovation and being intentional about them."

11:15 -- On the state of agtech. 

13:54 -- Her experience serving on the board of Sunrise Banks, and more generally on the board of a Certified B Corporation.

19:54 -- On the ESG and DEI backlash. "Politics is part of the system in which corporations operate."

25:51 -- Her take on the current state of board diversity.

33:43 -- Opportunities in Africa. 

39:19 -- On the current geopolitical landscape, particularly with the U.S. decoupling/de-risking from China. Impact on global supply chains. "Near shoring, and on-shoring are critical (instead of investing in long supply chains)."

45:33 -- How should corporate directors approach AI technologies.

50:08 -- Book that has greatly influenced her life: Of Mice and Men by John Steinbeck (1937)

51:38 -- Her mentors, and what she learned from them: her mother, dad and Robert "Bob" Bucklin (her former boss at Rabobank International).

53:45 -- Quotes that she thinks of often or lives her life by: "There is no failure, only lessons."

54:40 -- An unusual habit or an absurd thing that she loves: white water rafting and classical music.

Joyce Cacho is an experienced executive and director, and currently serves as Board Chair of Sistema.bio.

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This podcast is sponsored by the American College of Governance Counsel.

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 You can follow Evan on social media at:

Twitter: @evanepstein

LinkedIn: https://www.linkedin.com/in/epsteinevan/ 

Substack: https://evanepstein.substack.com/

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Patreon: patreon.com/BoardroomGovernancePod

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Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

You can follow Evan on social media at:

Twitter: @evanepstein

LinkedIn: https://www.linkedin.com/in/epsteinevan/ 

Substack: https://evanepstein.substack.com/

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You can join as a Patron of the Boardroom Governance Podcast at:

Patreon: patreon.com/BoardroomGovernancePod

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Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Farmer confidence is at its lowest on record, according to Rabobank's Rural Confidence Survey.

The final survey results for 2022 showcase farmer confidence is at a twenty year low, despite the sector having pulled through a fair amount of recent challenges. Farmer confidence is now at -71 per cent, from -31 per cent previously.

This lack of confidence in the industry is linked to concerns surrounding Government policies, with the proposed framework for pricing agricultural emissions causing worry amongst 68 percent of farmers. Rising interest rates and falling commodity prices are also points of concern.

The Country's Jamie Mackay says that this is a strong indictment of how farmers view the Government and how they've been handling the rural sector.

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Economic headwinds and ongoing weather concerns are the major storylines heading into the back half of 2022. With ongoing uncertainty about inflation, interest rates, global conflict and drought across large swaths of cattle country all on the table, beef producers have plenty to think about when looking at the big picture.

Lance Zimmerman was recently named Senior Beef Analyst at Rabobank’s Food and Agribusiness research team. Zimmerman joined Rabobank after nearly 12 years at CattleFax, where he served as CattleFax’s Manager of Research, Analysis and Data from 2016 to 2021, and most recently as Director of Research and Protein Market Analysis. Prior to joining CattleFax, Zimmerman spent more than six years at Certified Angus Beef, where he led their marketing and supply development efforts.

In this episode, Zimmerman discusses the liquidation of the U.S. cattle herd due to ongoing drought challenges, and what current economic conditions portend for the future of the beef industry as a whole.

This episode is sponsored by United Animal Health, a leader in animal health and nutrition. You can learn more about United Animal Health and how they are working to advance animal science worldwide by visiting their website UnitedANH.com.

Nico Dijkshoorn begrijpt dat Niels Meijssen van Moonback de strijd aangaat met Booking.com. ,,Ik snap waarom Niels zijn bloed kookt. Nergens word je infantieler aangesproken. Je zoekt een kamer in Zwolle en de teksten buitelen over je scherm. 'Nico, beslis snel. 39 andere mensen die Nico heten willen een kamer in Zwolle boeken. Dertig daarvan zijn niet kaal. En jij wel, Nico!'.'' Kortom, Nico heeft ook niets met Booking.com. Zijn advies aan de Moonback-ceo: 'richt je energie op een andere manier op die site'.

Ook in deze gesproken column andere adviezen voor alle luisterende ondernemertjes. Advies over een overdaad aan podcasts over Annie en Annie of linkersokken. Advies voor econoom Barbara Baarsma, complimenten voor Rico Verhoeven en Dijkshoorn over duurzaam reizen. Onthullingen genoeg in deze Ondernemertjes!.

Over Ondernemertjes!
Nico Dijkshoorn neemt ondernemers op z'n Nico's mee naar het nieuws dat er volgens hem echt toe doet. En hij waagt zich bovendien en steevast aan een aantal praktische tips voor de luisteraars en gaat de actualiteit niet uit de weg. Kortom: Nico op zijn scherpst en zijn best.

Ondernemertjes! is onderdeel van de wekelijkse live radio ‘De Ondernemer’, iedere dinsdag tussen 11.00 en 13.00 uur op New Business Radio.

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Beef prices – like all food prices – have increased as the inflationary story in the marketplace unfolds. Thus far consumers haven’t balked at paying higher prices for their favorite center-of-plate protein, but how long can that demand hold out? And what is the outlook for the cattle producer as feed costs escalate, too?

Don Close is an agricultural economist, and senior animal protein analyst with Rabobank’s Food & Agribusiness Research team. He recently released a report on the beef supply in a “post-COVID world”, discussing a series of challenges facing the beef supply chain in the coming year. I spoke with Don about those challenges, and how beef demand has remained so resilient in the face of inflation the likes of which hasn’t been seen in a generation.

This episode is sponsored by Novus International, Inc. — a leader in poultry, dairy and swine nutrition solutions driven by science. Novus’ products and services look at the whole animal, focusing on productivity and well-being, in order to feed the world affordable and wholesome food.

For more information, visit Novus’s website at www.novusint.com

Een mijlpaal in de reiswereld: na twee jaar opent Australië eindelijk de grenzen voor gevaccineerde reizigers. Ook andere landen gaan versoepelen. Koen en Yteke nemen met topman Frank Oostdam de reisregels buiten Europa door. Waar kun je binnenkort weer heen op vakantie en onder welke voorwaarden? Verder: veel Nederlanders gaan deze maand weer op wintersport. Met welke risico’s moeten zij rekening houden? En de mensen achter het failliette en daarna deels doorgestarte Oad Reizen hebben op de kop gekregen van de rechter. Hoe nu verder?

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Mede mogelijk gemaakt door: AMDAX

Gasten

Djuri Baars

Bert Slagter

Links

Het beleid van de Rabobank op papier

De WFT

De WWFT

Toezicht op cryptodienstverleners van DNB

Rabobank stopt ontwikkeling van cryptocurrency wallet Rabobit

De Cryptocast met Wim Boonstra, econoom van de Rabobank

NVB over crypto-assets

Video

Host

Herbert Blankesteijn

Redactie

Daniël Mol

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En verder: meerdere partijen lobbyen in Den Haag voor compensatie van de hoge gasprijzen. Welke van deze lobby is het effectiefst?

Panelleden

-Ireen Boon, eigenaar van Trias Politica

-Maria van de Heijden, Directeur van MVO Nederland

Abonneer je op de Podcast

Ga naar lobbypanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke woensdag live om 13:00 uur in BNR Zakendoen.

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0:40 Gasprijs - met Carel Grol, FD

- Hoge energieprijzen maken groene subsidies overbodig

- Hoge energieprijs brengt kleine datacenters in het nauw

12:09 AI-onderzoek - met Jan Fred van Wijnen, FD

- AI-onderzoekers moeten continu hun onafhankelijkheid beschermen

21:37 Rabobank - met Vasco van der Boon, FD

- De klimaatworsteling van Rabobank

Reageren?

Mail naar newsroom @fd.nl of newsroom @bnr.nl

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De Europese Centrale Bank blijft geld in de economie pompen en de staatsschulden lopen op. De grote vraag is: hoelang blijft dat goed gaan? En welk prijskaartje hangt er aan de eindeloze toevoer van nieuw geld? Dat bespreken Herman Stam en Martin Visser in de podcast Kwestie van Centen met Rabobank econoom Wim Boonstra. De moderne geldtheorie komt uitgebreid aan bod, net als de economische situatie in Japan. Bewijst het welvarende Aziatische land het gelijk van de Amerikaanse hoogleraar Stephanie Kelton die geen probleem ziet in de wereldwijde schuldenberg?

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