Rabobank: Innovations that will shape the future of the food industry

24 February — Lack of growth, price pressure from food retailers and changing consumer behaviour are all creating a challenging environment for the foods sector. New technologies and innovations such as 3D printed food, algae and insects as a form of protein, wearable technology and smart shopping tools have the potential to structurally change the food supply chain in the very near future. In the context of three mind-sets of the dynamic consumer - sustainability, convenience and health, Rabobank has gaug...

January 2015

  1. Jan 28

    Rabobank: Lower Oil Prices Contributing to Lower Food Prices

    The recent and dramatic oil price drop, and Rabobank’s view that oil prices will remain low through 2015, will have implications for the global food supply chain. The economics of some specific F&A sectors will materially change, affecting volumes and margins. Lower oil prices will also add to the already significant deflationary pressure on food prices resulting from lower commodity and feed costs. While lower food prices will be welcomed by consumers, they will not affect consumption levels...
  2. Jan 26

    Rabobank Spirits Quarterly Q1: The flavour of growth in global spirits

    Rabobank’s Spirits Quarterly Q1 reports that while the demand for spirits across Europe has been mixed, in the US the spirits market continues to grow with value still outpacing volumes. On the other hand, a heavier discounting arises in China triggered by the increase of e-commerce and consumer migration away from the luxury segment of the Chinese spirits market. India appears to have returned to growth mode with Brazil following this trend due to diversification and innovation across brands.
  3. Jan 23

    Rabobank Pork Quarterly Q1: Searching for the New Normal after PEDv and the Russian Ban

    The global pork market has experienced a mixed 2014, with the porcine epidimic dhiarhea virus (PEDv) driving prices to all-time highs in the Americas and parts of Southeast Asia, and the Russian ban inducing an oversupply environment in the EU, not to mention continued weakness in China.
  4. Jan 05

    Rabobank Report: How western companies can navigate China’s animal protein market

    China’s demand for foreign animal protein products shows great growth potential. However, the path to success for western animal protein companies in China will remain complex and challenging. In its latest report titled “Bulls in a China Shop”, Rabobank foresees that the path to success can be navigated with a relentless focus on adding value to the supply chain, and by teaming up with better positioned local partners, investing in improving relationships with local governments and employin...

December 2014

  1. Dec 23

    Rabobank Report: Sugar Quarterly Q4 – Strong Headwinds

    Strong headwinds look set to impact the sugar industry, with abundant global sugar stocks continuing to weigh on world market prices. According to Rabobank’s Sugar Quarterly Q4, although prices have been under pressure for some time, projections suggest that world production in 2014/15 will be little different from the previous year.
  2. Dec 23

    Rabobank Beef Quarterly Q4: Supplies remain tight amid robust consumer demand

    Rabobank’s Beef Quarterly Q4 reports that tight global cattle and beef supplies continued in Q4 2014, although prices tempered from their Q3 highs. The US remains the major global driver, with import demand affecting prices and volumes for other countries. A big question heading into 2015 with such a finely balanced market is—if Australian export rates decrease and herds in Mexico and Canada continue to be run down by the US—whether a new norm has been reached for prices or whether they still...
  3. Dec 18

    Rabobank Fertiliser Quarterly Q4: Cloudy with a chance of Spring demand

    As fertiliser supply appears set to outweigh demand globally, the forecast for Q1 2015 looks rather cloudy in terms of pricing according to Rabobank’s latest Fertliser Quarterly report. While Spring demand in the Northern Hemisphere will prevent prices from slipping significantly, Rabobank believes that lower farmer margins will make that farmers will be more prudent in fertiliser application, but a strong demand destruction is unlikely.
  4. Dec 17

    Rabobank Dairy Quarterly Q4: Dairy prices continue to fall

    International dairy markets continue to suffer from low prices according to Rabobank’s latest Dairy Quarterly report, though the rate of decline in the price of dairy commodities has slowed compared to that seen in Q3 2014. Exceptional milk production growth in export regions in the last nine months has outstripped weak local consumption, boosting supply in the international market and forcing prices to fall. However, low prices have succeeded in clearing huge volumes, with trade growth up 1...
  5. Dec 16

    Rabobank and Copa-Cogeca: storage capacity grain and oilseeds is not sufficient, investment in infrastructure needed

    New research carried out by Rabobank and Copa-Cogeca shows investment must be stepped up to improve infrastructures and storage capacity in the EU grain and oilseeds sector. This would maximize trade and ensure that EU livestock producers have good access to feed. Huge investment opportunities exist here and projects must be included in the 315 billion Junker investment plan, Copa-Cogeca said. Rabobank highlights that the EU grain and oilseeds supply chain offers many investment opportunities...
  6. Dec 10

    Rabobank Report: European frozen food sales to benefit from online grocery growth

    Decades of growth in the leading food distribution channels – supermarkets and hypermarkets - have come to an abrupt end in most markets over the past few years. Rabobank believes the rise of new channels; online, hard discount and convenience stores, will provide exciting growth opportunities for frozen food manufacturers. According to its latest report “Europe’s New Ice Age”, Rabobank foresees growth opportunities for the frozen food market, with a base case scenario where frozen food will ...

October 2014

  1. Oct 17

    Rabobank Report: Rapid intensification of Brazilian beef production to continue

    ​In response to rising global beef demand, Brazil is set to step up the rapid intensification of its beef production sector over the next ten years, enabling the industry to expand into higher-value export markets. According to its latest report “Beefing up in Brazil: Feedlots to Drive Industry Growth”, Rabobank expects Brazil’s feedlot capacity to more than double to 4.5 million head, turning out over 9 million head of fed cattle annually, and increasing fed beef production by approximately ...
  2. Oct 15

    Rabobank Pork Quarterly Report: Global Pork Market Cooling Down

    With the peak of the 2014 porcine epidemic diarrhoea virus (PEDv) outbreaks behind us, the global pork industry was faced with another challenge in the shape of the Russian import ban affecting EU, US, and Canadian markets and resulting in a rapidly changing trade landscape. According to Rabobank’s Pork Quarterly report, beneficiaries of the ban include Brazil which has seen a 30% per kilogramme price surge. Meanwhile the EU has seen its prices drop by 9% with no sign of recovery. Even taking...
  3. Oct 14

    Rabobank: Pricing Management to Optimise Wine Marketers Profits

    Pricing is becoming a greater challenge in the US market, according to Raboabnk’s Wine Quarterly Q4 report. Alongside improving sales volumes, the average price of wines sold in the US is rising, with the high-end of the market gaining share at the expense of lower priced wines. However, the US wine market is littered with once-profitable brands that were seduced by the short-term benefits of discounting and subsequently degraded their brand equity. In this increasingly challenging environmen...
  4. Oct 13

    Rabobank: Innovation is the essential ingredient to steer food and agriculture companies towards growth

    Global food & agribusiness (F&A) faces a remarkable conundrum. Right now the sector is struggling in an operating environment characterized by slow growth, soft demand and ample supply, which in combination are challenging business confidence. Yet the sector has a bright future. Over the longer term, growth in global F&A will be strong, driven by a powerful combination of population expansion, rising wealth and urbanisantion. So how can global F&A navigate its way through the sluggish operati...