The South Australian government is debating a bill to end the moratorium on GM crop cultivation. I received information from a contact related to claims from anti-gm activists. I thought it was time to dispel some of the activist’s misunderstandings. The Mecardo team produced a report...
Up, down, side to side. The rollercoaster of the grain market continues to provide excitement. As harvest advances pricing levels have risen. In this week's update we take a look at ASX pricing, WA forecasts, Trump deals, and UK elections.The ASX contract has risen dramatically...
This week’s grain market update includes a look at ‘cheap’ offers of fertilizer in Australia & the slowness of the Victorian harvest.Recently I wrote an analysis article on the performance of the global fertilizer market (read here) and had a follow-up podcast with Chris Lawson...
American markets have closed for the Thanksgiving holiday. Whilst they relax eating pumpkin pie and turkey the rest of the world carries on. In this week's comment, we take a look at barley pricing. The barley market has been under immense pressure over the past year....
This year sees the opening of the T-Ports facility on the Eyre Peninsula. This facility brings additional export capacity and with that the potential for extra competition. In this update, we examine the historical spreads between Adelaide and Port Lincoln.In recent days there has been...
As we move into this harvest the local ASX futures decline further, in this update we look at the seasonality. We also update on some of the 20/21 global projections and the fate of the Argentine crop.The ASX wheat contract has lost further steam this...
In the past 24 hours there has been two news items which are likely to have some impact on Australia. One in the mid to long term, and one in the short term. The uncertainty from China continues, and one of our major export competitors...
It’s the start of harvest, but bids for the 20/21 harvest are now being presented to growers. In this analysis, we look at whether these offer more value for the producer or the buyer.It is extremely important to be examining the forward markets, as they...
Usually the market is relatively busy at the start of harvest, however, at the start of November things are going off with a whimper. In this update we talk about the lack of bids & volume on ASX.The ASX wheat contract has been relatively inactive...
It’s six days after Halloween. A night of monsters and scares. However, for farmers the scariest matter this year has been the downward progression of crop yields. This has been a landmark harvest where production has been massively down, but prices have declined, however, the...