Feb 28, 2021
Michael Harvey and Tim Hunt pick through the results of companies like Nestlé, Danone, Unilever, and McDonald's. They assess the pace of recovery in top line sales, whether channel distortion is waning, and the return of sustainability to centre stage.
Feb 23, 2021
Angus Gidley-Baird chats with Rabobank managers Lee White and Michael Fletcher, who cover some of Australia’s largest cattle producing areas, to get a sense of the rebuild. It appears that, even though the numbers suggest the Australian cattle herd is rebuilding, there are still plenty of places yet to put that...
Feb 22, 2021
In the last two years, farmers have faced shortages of inputs. In 2020, at the beginning Covid-19, farmers faced shortages of herbicides, including glyphosate. Twelve months on, they find themselves in a similar position, this time with phosphates. Mick Harvey joins Wes Lefroy to answer the immediate question of...
Feb 17, 2021
Following US import restrictions on China’s Xinjiang cotton, and possible future legislation from the EU and UK, Angus Gidley-Baird and Charlie Clack delve into what this could mean for the world’s cotton market. Has fibre provenance now emerged at the heart of sourcing decisions? Or are the impacts for Australian...
Feb 15, 2021
Emma Higgins and Michael Harvey kick off the year with a look at what unfolded in 2020 and what is in store in 2021 for the liquid milk export sector.