Rain, cropping area, and margins: early signs from the 2026/27 Australian winter crop

About this episode

The episode discusses early signals for Australia's 2026/27 winter crop, focusing on seasonal conditions and the impact of high input costs on crop choices and margins.

In this episode, RaboResearch analyst Vítor Pistóia unpacks the early signals for Australia's 2026/27 winter crop, drawing on what's being said on the ground. The discussion looks at seasonal conditions and shifting area decisions, alongside the growing impact of high input costs, particularly nitrogen fertiliser, on crop choice and margins. 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.

People in this episode

Guest: Vítor Pistóia

Topics covered

• Australian winter crop
• seasonal conditions
• input costs
• crop choice
• margins

Keywords

• winter crop
• Australia
• high input costs
• nitrogen fertiliser
• crop margins

Mentioned in this episode

Organizations: Rabobank

Places: Australia

More episodes of RaboResearch Food & Agribusiness Australia/NZ

• Australia's food price problem · May 7, 2026 · 13 min
• Are diesel prices squeezing Brazil's farm margins – and what does that mean for sugar prices? · May 6, 2026 · 21 min
• The seasonal shift shaping New Zealand dairy and livestock markets · May 4, 2026 · 15 min
• China sends ripples through global beef markets · May 1, 2026 · 19 min
• Global semiannual fertilizer outlook: Tensions in the Middle East trigger disruptions in the fertilizer market · April 22, 2026 · 19 min
• Revisiting the state of US dairy a year later · April 20, 2026 · 18 min