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Articles tagged under: Rabobank

Trade and Tariffs Squeeze Farm Margins

Published October 29, 2025

Rabobank’s Fall Harvest Outlook for North America says the U.S. farm economy may need to “return to fundamentals” to stay competitive amid trade instability and high input costs. The report highlights the ongoing pressure from tariffs, policy uncertainty, and rising…
Top StoriesLatest NewsPolicy

Dairy Market Dynamics

Published May 15, 2024

March was the ninth consecutive month of lower year-on-year output of milk in the U.S. Rabobank Senior Dairy Analyst Lucas Fuess shares how this is expected to affect farmers. "Milk production tightness is finally catching up to us, certainly evident…
Latest NewsMarkets

Positive Momentum for Class III Milk

Published May 15, 2024

Rabobank Senior Dairy Analyst Lucas Fuess says the cheese market has been squeezed, supporting Class III milk prices. "What I think has happened lately is a combination of weaker cheddar production coupled with very firm cheese exports," said Fuess. "February…
Latest NewsMarkets

A Volatile Time for Exports

Published February 23, 2024

The latest agribusiness review from Rabobank cites the ongoing conflict on the Red Sea as causing global shipping capacity to tighten. Most shippers are avoiding that region and adding emergency risk surcharges. The report said this will be another year…
Latest NewsAg Business

Boomer Generation Views Potatoes Differently Than Younger Consumers

Published January 12, 2024

Changing consumer buying habits is one of the challenges facing the potato industry. "The baby boomers are pretty traditional eaters," said Steve Nicholson, vice president of food and agribusiness research, Rabobank. "As you go down the age range, they have…
Latest NewsAg Business

A Pragmatic Customer

Published November 26, 2023

There is tension between the U.S. and China, but Rabobank Global Strategist Stephen Nicholson continues to see potential. The recent soybean sales provide that hope. “China is pragmatic. We had cheap soybeans, so they came to get them.” A big…
Latest NewsMarkets

Ag Economy Challenged by Macro Conditions

Published January 9, 2023

Speaking at Potato Expo, Rabobank Global Strategist Stephen Nicholson said agriculture is suddenly getting much more complicated. "We've got complicated markets, but you have these macro economic things that are coming in," said Nicholson. "I look at the money supply…
Top StoriesMarketsAg BusinessPolicy

Renewable Diesel Demand Driving Soy Crush Expansion

Published October 3, 2022

The U.S. has the capacity to crush 2.2 billion bushels of soybeans each year. With new facilities being built across the country, Rabobank Senior Grains and Oilseed Analyst Owen Wagner says crush capacity is expected to grow 30 percent in…
Latest NewsMarketsCrops

Recession, Input Costs Detailed in New Rabobank Report

Published August 31, 2022

With two consecutive quarters of negative GDP growth, the U.S. economy is in a ‘technical recession.’ The new Rabobank North American Agribusiness Review says the economy is fading and a recession will be declared officially soon. The report says phosphate…
Top StoriesLatest NewsAg Business

Global Beef Markets Remain Tight

Published March 2, 2022

According to the latest report released by Rabobank, ongoing strong demand and limited supplies have kept global beef prices high, but cost pressures are flowing into the supply chain. Retail beef price movement over the last two years have been…
Latest NewsMarketsLivestock
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