Recent Analysis
  • By Angus Brown

Taking advantage of the soybean premium

Many speculators and traders use price spreads to assess which commodities are overvalued or undervalued, and to help direct buying or selling decisions. Spreads can be used by hedgers as well, and there have been some interesting movements in the wheat, corn and soybean spreads in recent times, which gives a good idea of what to sell, and what to hold.

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Grain
  • By Matt Dalgleish

East coast lamb and sheep percentiles

The recent lift in lamb and sheep prices across the east coast prompted some subscriber requests for updated percentile tables. This article provides a snapshot of lamb and sheep categories across NSW, Victoria and SA.

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Sheep
  • By Andrew Whitelaw

Has Australia lost its geographic advantage for grain?

Australia has long held an enviable geographic advantage over our competing grain exporters. As often touted Australia has a number of highly populous countries on our doorstep. However, with historically low bulk shipping rates is our competitive advantage being eroded?

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Grain
  • By Angus Brown

China not just going slow on milk and iron ore

Lamb export values for March have been released, and while the total numbers were similar to last month, there were some interesting movements within our major export markets. The value of exports to the US have remained strong, but exports prices to China are showing weakening demand.

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Sheep
  • By Matt Dalgleish

Optimism among EYCI buyer groups.

Analysis of the underlying data that forms the component values of the Eastern Young Cattle Indicator (EYCI) identifies some interesting seasonal patterns in the percentage price spread of restocker, lotfeeder and processor buyer categories for young cattle purchased at the saleyard.

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Cattle
  • By Matt Dalgleish

Updated long term EYCI forecast

A recent fall in live cattle futures prices in the US and updates to the United States Department of Agriculture (USDA) cattle price forecasts for the 2016 – 2020 period have prompted a revision to the Mecardo cattle price forecasts released in early February 2016.

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Cattle