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Podcast: The Biggest Trends in 2019 – With Wall Street Journal Reporter Jennifer Maloney

Beverages

11 February 2019

The Wall Street Journal’s beverage reporter, Jennifer Maloney, helps the Rabobank team unpack a busy 2018 and predict the most important trends for 2019. In this fiery episode, everyone gets to choose one major story from 2018... then the group debate how it will impact the future of the beverage industry. At the end of the episode, we vote for our 'Story of the Year.' Will it be cannabis and Constellation Brand’s USD 3.9bn investment in Canopy Growth, or will it be e-commerce, soft drinks companies entering the coffee business, or changes to beverage alcohol distribution? You’ll have to tune in to find out. This episode also features the usual crew: global strategist Stephen Rannekleiv, senior analyst Jim Watson, and analyst Bourcard Nesin.

Sugar
Agri Commodity Markets

30 January 2019

So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead.

Wine

30 January 2019

Against an overall trend of stagnant consumption, online wine sales are enjoying sustained growth in all European countries. Margins are attractive due to a more premium mix than that available in brick-and-mortar stores. Online activity also offers valuable consumer insights in a particularly fragmented and complex industry.