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Guest commentary

Christine Delivanis says corporates need to move beyond lofty target setting and consider how to make their ambitions and promises viable.
Farm, smart robot, automation, agriculture
A dwindling labor force, unsustainable carbon emissions and a need to produce more with less means robotics and automation are a big part of ag’s future, says ADM Capital's Alastair Cooper.
After several years of drought and record-high water prices, the outlook for irrigators in the Murray-Darling basin over the next 12 months is positive, say Aither's Chris Olszak and Erin Smith.
The water-hungry crop’s high-value returns have attracted investors but California’s need to manage its water supplies presents a challenge, says agribusiness investment veteran Shankar Athreya.
Timber, forest, harvest, truck
The imbalance between supply and demand that is partly a hangover from the global financial crisis is expected to narrow over the next decade and timber prices should benefit, says Domain Timber Advisors’ Jack Izard.
From tight soybean supplies in 2021-22 to the impact of the Suez Canal blockage, lead analyst Libin Zhou outlines the key market trends.
Ceres Partners founder and CEO Perry Vieth sets out the reasons for US row crop farmland’s resurgence and why investors should be optimistic about its future.
Founder Josh Tetrick says becoming a public company ‘makes sense’ for Eat Just as it seeks to change global food value chains and attracts sovereign wealth funds.
Record-high prices for Australian cattle could continue to rise in 2021, which could affect the sector in the medium term – but the industry is a strong position heading into the new year.
China, Australia, trade dispute,
Sydney Business School’s professor Hans Hendrischke dissects the rationale behind China’s punitive trade measures against Australia and the likely scenarios that could play out.
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