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Improved dairy sentiment inches rural confidence higher – reading net positive for seventh consecutive quarter

Following a dip in the final quarter of 2025, farmer confidence has reversed course and inched higher, the first Rabobank Rural Confidence Survey of the year has found.

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Rabobank CEO, Todd Charteris

Cautious dairy commodity price recovery amid heavy global supply – Rabobank

Global dairy commodity prices have rallied this quarter – particularly for New Zealand and Australian product – despite the world’s milk supply continuing to grow and outpace demand, Rabobank says in newly-released research.

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Emma Higgins

Local beef supply on the up as US demand supports record prices

New Zealand’s beef supply is likely to lift modestly in 2026, supported by strong pricing signals and improved confidence across finishing systems, according to Rabobank’s Q1 Global Beef Quarterly report.

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