Southern Hemisphere grain and oilseed Ju...

In this episode, members of the global RaboResearch team provide a brief update on grain and oilseed markets and production across some of the Southern Hemisphere's largest growing regions, including Australia, Southern and Southeast Asia, and South America.

Amid ongoing concerns around the Iran conflict and its impact on energy and agricultural inputs, our analysts discuss how these pressures are affecting regional production and profitability, and how impacts may evolve into the second half of 2026.

At the same time, the lingering threat of El Niño could introduce additional stress across key growing regions and global trade flows. These combined factors are already driving shifts in crop mix and planted area for the current season, with important implications for 2027 and beyond.

Time stamps:

• 00:00 – Steve Nicholson, Head of North American Crops: Welcome.
• 00:32 – Vitor Cacula Pistoia, Senior Analyst – Grains & Oilseeds, Australia: Iran conflict impacts on inputs and diesel, margin pressure, and El Niño risk.
• 5:14 – Oscar Tjakra, Senior Analyst – Southern & Southeast Asia: Palm oil outlook, El Niño risk, and the Iran conflict's impact on Indian production.
• 11:13 – Marcela Marini, Senior Analyst – Grains & Oilseeds, South America: Brazil production outlook, cost pressures, and potential planted area adjustments.
• 18:00 – Wrap-up and conclusion

Be on the lookout for our next episode, featuring regional updates for the Northern Hemisphere including China, Europe, and the US.

If you have any questions you would like for us to consider in our discussion, please send them to eric.gibson@raboag.com.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.