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DIGGING DEEPER - Uncovering Agricultural Trends: Insights with Paul from Rabobank and Ellie Caldwell
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In this episode of 'Digging Deeper,' the hosts welcome Paul from Rabobank and local guest Ellie Caldwell to discuss the current trends and factors influencing farmland prices in Australia.
Paul, a Commodities and Farm Inputs Analyst originally from Wales, shares insights from Rabobank's Australian Farmer and Price Outlook 2025 report. They delve into topics such as the recent decline in median land prices, factors affecting farmland values, corporate and foreign investment in agriculture, and the differences in land value trends across various Australian states.
Listener questions about the methodology of the report and local market conditions are also addressed. The episode concludes with a surprising fact about global phosphate reserves.
00:00 Introduction and Guest Welcome
00:47 Paul's Background and Journey to Sydney
01:25 Ellie Caldwell's Introduction and Background
01:53 Origins of Rabobank
02:48 Australian Farmland Price Outlook 2025
03:41 Factors Influencing Land Prices
08:03 Corporate and Foreign Investment Trends
11:41 Victorian Farmland Sentiment and Trends
13:17 Grazing vs. Arable Land Values
16:56 Future Predictions and Lending Perspectives
21:20 Final Thoughts and Surprising Facts
24:40 Conclusion and Farewell
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