Recent Analysis
  • By Andrew Woods

Carding prices continue 18 year rising trend.

The merino wool market has gone from strength to strength in 2017. The key indicators produced for the market reflect combing (longer staple) wool prices. Underneath the indicators the real star of the greasy wool market has been carding type prices, which have extended a nearly two decade old rising trend in price. This article takes a closer look at longer term prices for various carding categories.

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Wool
  • By Angus Brown

Is the China demand myth becoming reality?

We have been hearing for years that growth in the Chinese middle class is going to impact demand for Australian farm commodities. In the last three months we have been discussing the higher lamb and mutton prices this year, in the face of similar supply. Export data from the last three months gives some insight into where the demand is coming from, and how the increase in Chinese demand might be becoming a reality.

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Sheep
  • By Andrew Whitelaw

Understanding the horizon is beyond me.

When marketing our wheat, it is important to always be considering the horizon. The market provides opportunities, at times they will be close, at others they will be distant. In this article, we take a look at the futures market, and examine the opportunity to hedge our wheat.

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Grain
  • By Angus Brown

The best time to buy store lambs is….

Last week we looked at some long term trends in lamb and sheep trading enterprises. We identified that lamb trading margins were more reliable, but merino wether trading had the potential to offer very good margins, or on the rare occasion, losses. Price seasonality has a strong impact on trading margins so this week we delve deeper into the data looking for the best buy and sell months.

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Sheep
  • By Andrew Woods

Merino slipstream helps crossbred prices.

Mecardo looked at crossbred prices in August, after the big unseasonal price rise. With crossbred prices slumping after August and exporters reporting weak demand, it is timely to have another look at the crossbred market.

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Wool
  • By Matt Dalgleish

Is retail lamb set to rise?

It will come as no surprise that retail lamb prices follow the saleyard and with lamb prices holding their ground into Spring this piece takes a look at what that may mean for the end consumer into the coming season.

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Sheep
  • By Andrew Whitelaw

Is it an ABEARS or ABULLS report?

After a woeful couple of months in Australian cropping areas since the September ABARES crop update, and with the country well in the throes of harvest, the December update has been released. At this time of year, the update should have a higher level of accuracy than previous reports. In this update, we delve into the numbers and see what they expect from the Australian crop. Is this report bearish or bullish, or unsurprising?

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Grain
  • By Matt Dalgleish

No surge in live cattle to China – yet

The prospect of a burgeoning demand for Australian cattle into China is something often mentioned within the cattle industry and media, fuelled most recently by the reduction in tariffs for live cattle. There is no doubt that the Chinese trade in our beef is important, and is likely to continue to become increasingly important with an expected surge in the live trade anticipated in the coming years. This piece provides a snapshot of where the current situation sits for the live trade into China.

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Cattle