Commodity Conversations

By Mecardo

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Description

Commodity conversations explores all the moves in Australian agricultural markets and the stories behind what's driving them.

Episode Date
Herd primed for growth
18:23

Restocking and breeding up has been a driving feature of the Australian cattle market since the breaking of the drought. While the market has come off the boil slightly, there are always opportunities to be found whether it's in genetics, branding or trading. This week we're talking with Andrew Hosken from Hosken Stock and Land to see how the season is progressing, what markets are performing well and some of the opportunities for growth. 

Aug 12, 2022
Getting off the sheep & lamb market rollercoaster - 5th August 2022
19:33

There are plenty of challenges around in sheep and cattle markets but the underlying fundamentals for red meat demand remain strong. Ron Rutledge, Livestock Development Manager at Nutrien Ag Solutions, joins us today to share his insight into why we are seeing a rollercoaster ride on the sheep & lamb markets, what the outlook is for the spring flush, demand for meat and cattle market dynamics.

Aug 05, 2022
The digital future of the livestock industry - 29th July 2022
21:06

Data-driven insights and efficiencies for livestock marketing is speaking our kind of language, and Joel Rockes, Founder and Managing Director of Agrinous, has this at the core of his vision in digitising the livestock sector. Joel joins us to share how they are making this a reality, and some of the challenges & opportunities along the way.

Jul 31, 2022
Old season lambs dragging the chain – July 21st 2022
16:39

There’s a lot of pieces to the sheep & lamb supply puzzle at the moment with more plenty of old season lambs still trickling through as we approach the traditional influx of new season lambs in spring. To help us understand what’s happening on the ground and what might be around the corner, we’ve got Adam Mountjoy, Regional Livestock lead for Nutrien, back on the podcast to share his insights around space for new season lambs, and what that could mean for price going forward.

You can also read Angus Brown's take on the lamb supply situation here at Mecardo:

https://mecardo.com.au/will-old-run-in-to-new/

 

Jul 21, 2022
Market insights Q2 2022 – July 20th 2022
14:21

On this episode of commodity conversations, Olivia & Rob bring you the key stories & insights from Mecardo’s latest Quarterly Market Insights report for Q2 2022, covering the trends and movements in commodity markets as well as the outlook.

Key topics:

  • Quality issues and an extended season  put pressure on ovine markets
  • Bullish fundamentals for grain & oilseed remain
  • Cattle market falls from its peak
  • Weaker AUD supporting demand for wool

For a copy of the full report click here:

Quarter 2 Mecardo report 2022

Jul 20, 2022
Non-mulesed pathway driven by data & a whole farm perspective – 16th July 2022
20:56

Demand for non-mulesed merino wool shows no sign of abating and as the dominant producer of merino wool, increased supply will have to come from Australia eventually. This week we have Sally Martin from Sheep Metrix talking to Rob Herrmann about her & her teams approach to farm management including producers on the non-mulesed path.

Sally has 30+ years of experience working in the sheep industry and knows well the complexities involved in managing a farm business. Her method of assisting farmers on the non-mulesed journey is considered from each farms unique perspective.  Sally is passionate about using science & data to make informed decisions and today she shares some sound insights and advice for wool producers.

Sheep Metrix are currently working in partnership with Meat & Livestock Australia on a producer demonstration project supporting sheep producers transition to non-mulesed sheep which you can read more about here:

https://www.sheepmetrix.com.au/initiatives#transition-non-mules

Jul 16, 2022
Will ag commodities weather the storm? – 8th July 2022
33:46

With headlines dominated by news of economic downturns nearly everywhere you look, due to a perfect storm of rising interest rates, ongoing logistic issues, covid resurgences & general political instability, not to mention Russia’s war on Ukraine -  this week we bring you part 2 of David Cornish, director of Agribusiness at Marcus Oldham & Rob Herrmann from Mecardo, where the two discuss lamb, goat, grain, wool & diary’s outlook in the face of the seemingly endless bad economic news cycle, with some promising signals for producers who are able to fill the gaps in international demand for Aussie products and weather the storm/s. 

Jul 08, 2022
More mouths, more money & Australia in prime position – 1st July 2022
31:59

Covid-19, the Russian war on Ukraine, logistics issues & and growing global population are all combining to create a perfect storm, mostly driving up commodity prices. David Cornish director of Agribusiness at Marcus Oldham interviews Rob Herrmann on the big factors or trends affecting agricultural commodities in the world right now, as well as the underlying demand driving commodity markets.

This episode is split over two weeks, with the first episode the two discuss more of the big picture topics, followed on by next week where the two get down into the nitty gritty of the key commodity markets relevant to Australian farmers.

Jul 01, 2022
Rising weights & falling grain, market wrap with Mecardo – 24th June 2022
15:12

Plenty happening in Ag markets again this week. Oliva Agar & Robert Herrmann discuss rising cattle weights, new crop production forecasts, wools market share and sheepmeat exports. Head to the Mecardo website for all of this weeks analysis.

Jun 24, 2022
Maximising sheep & lamb health - 17th June 2022
15:03

Dr Paula Gonzalez-Rivas is the Technical Services Manager for Nutrition at Virbac and on today’s episode she discusses some of the latest products developed by Virbac in relation to sheep health and the potential benefits they can bring to Australian sheep farmers.  

About Virbac:

Virbac (Australia) Pty Ltd is a specialist animal health company with its core business in sheep and cattle products, veterinary pharmaceuticals and vaccines, a wide range of petcare products for dogs and cats, plus a broad range of products for horses.

Virbac has operated in Australia for over 30 years. With a team of over 200 personnel Virbac is one of the top 3 animal health companies in Australia.

Virbac takes pride in its ability to develop and manufacture products in Australia, for Australia. The company has 4 sites in NSW with 3 of these dedicated to manufacturing.

Virbac strives to develop and maintain close relationships with its customers. This is delivered by a team of over 60 personnel in sales, marketing and customer service.

Source: https://au.virbac.com/

Jun 17, 2022
Research cuts to agriculture when we should be investing more than ever - 11th June 2022
20:06

Charlie de Fegely, Dobie, south of Ararat, along with his family, run 9,000 composite ewes, turning off lambs in November. In 2019 he was awarded the biennial AW Howard medal for excellence in pasture research. It is believed to be the first time a farmer has been awarded the prestigious pasture improvement medal. Charlie has been a long term advocate of  science based research and is well positioned to comment on the impact Ag department budget cutbacks will have on the agricultural industry. 

 

Jun 10, 2022
The sustainability story - 3rd June 2022
23:05

The sustainability of wool as a fibre and sheep as a production system in Australia is well understood by those in the industry, but we can’t expect that end customers see it the same way. Ed Storey is president of Wool Producers Australia and joins us to talk to the trust in Australian wool, the sheep sustainability framework and why we need to give customers confidence in its provenance and our production.

Jun 03, 2022
FMD & LSD - has the risk increased? 27th May 2022
28:15

Australia's sheep & cattle meat is highly sought after around the world, partly because of the strict biosecurity standards and clean green reputation of our livestock industry. We’re not immune to unwanted diseases entering our country however and the potential devastation they can cause. This week we turn the tables and Meridian Agriculture’s Mike Stephens is interviewing Rob Herrmann. Mike is the founder, board director and a senior business consultant for Meridian Agriculture.

May 27, 2022
Currency, commodity corrections & crossbreds - 23th May 2022
19:02

Liv’s back on deck this week with Rob to catch up on all the latest moves in ag markets. This week they discuss the impact of the falling aussie dollar on commodities, India’s recent ban on wheat exports as well as some good news for crossbred wool growers.

May 23, 2022
India free trade agreement and more – 15th May 2022
23:00

This week on Mecardo, Michael Whitehead, head of agri-insights ANZ, joins us to discuss a whole range of commodities, from cattle, sheep and lamb, diary, wine and even berries. As usual Michael shares some astute insights about the current state of ag markets here in Australia and globally. Michael also touches on the recent free trade agreement between India and Australia and the opportunities it presents for Aussie producers.

May 15, 2022
Goat market kicking goals – 7th May 2022
21:01

Although Australian only produce around 1% of total goat meat in the world – demand for Aussie goat meat locally and internationally, has been steadily growing since around 2013 - pushing the price of goat meat on par with it's 'bigger cousin', lamb. This week on commodity conversations Gus Foot, Livestock account manager for Nutrien, based in Charlesville QLD, joins us to share his insights into this increasingly popular market.

May 07, 2022
Learning from the roo’s - 29th April 2022
26:53

What can kangaroo’s teach us about livestock farming methods? Tune in to commodity conversations this week to hear Lachlan Campbell, CEO and founder of ProAgni, explain their innovative new product, what problems they aim to address and some of the inspiration behind it’s creation.

Apr 29, 2022
Market wrap - 21st April 2022
14:11

This week Mecardo's Rob Herrmann and David Myers take a look at what's been happening in cattle, sheep and wool markets recently. Join us to hear the latest market developments and jump on the Mecardo website to read the full articles that are discussed briefly today. 

Apr 21, 2022
Biosecurity alarm bells – 14th April 2022
18:56

Biosecurity issues have dominated agricultural headlines recently as South Africa grapples with another foot-and-mouth outbreak, meanwhile Lumpy Skin Disease outbreaks among cattle in Indonesia have Australian officials worried. This episode Rob & Olivia discuss these issues as well as pay a special tribute to two friends and colleagues. We hope you have a good Easter break, from the Mecardo team.

Apr 14, 2022
China still hungry for aussie proteins - 2nd April 2022
14:54

Russia’s war on Ukraine is still having ramifications across the global grains & oilseeds markets and indirectly across a whole raft of agricultural commodities. We’re seeing stronger demand for most agricultural commodities than we’ve ever seen before, as governments around the world try to secure essential food items to keep their populations content. China of course is no small fry when it comes to the global trade market, being one of the biggest if not the biggest importers of redmeat & grains and oilseeds. Geopolitical tensions aside, this episode, Mecardo analyst Adrian Ladaniwskyj has a chat with Rob Herrmann about China’s demand for Aussie red meat in 2021 & 2022, amongst other key highlights of the grains, wool and livestock markets. 

Apr 01, 2022
Unprecedented times or history repeating? - 25th March 2022
25:16

Prices for most agricultural commodities (and inputs) have increased to record levels due to the trio of tight supply, stretched supply chains & the war in Ukraine. But are we really in unprecedented times? We’ve seen prices shoot up for commodities before, like during the GFC of 2008, but this time round, while some things are the same, there’s certainly a lot more factors at play & uncertainty in the global economic outlook. To help us untangle the current volatility in the market, we’ve got our regular guest Michael Whitehead, head of agri-insights ANZ on to talk with Rob Herrmann.

Mar 25, 2022
Russian roulette, volatility on the rise - 18th March 2022
20:37

With the Russian war on Ukraine dragging on, we’re taking a look at how this war is reverberating around the globe and in particular it’s flow-on effects on markets that are directly affected, such as the wheat & oilseeds,  to the in-directly affected livestock & wool markets. Rob & Olivia are back in the drivers seat this week for our podcast.

Mar 18, 2022
Market wrap with Adrian & Dave - 11th March 2022
17:09

This week Adrian & Dave from Mecardo discuss the main movements in the wool, sheep, cattle & grains movements this week. As always, there's plenty happening for us to talk about - head to the website if you want to read the full analysis of each topic we've covered this week. Our thoughts are with all of the flood victims up north, we hope that the clean up efforts continue and the towns and communities recover. 

Mar 11, 2022
Wheat sweats on New World order – 4th March 2022
17:48

The wheat market has been up and down like a yo-yo in response to the invasion of Ukraine by Russia. The two countries together provide more than a quarter of world wheat supply, so we asked our resident grain expert, Nick Booth from Next Level Grain Marketing, on to help us understand the seismic impact this terrible situation is having on global grain market dynamics.

Mar 04, 2022
Online is on trend – 25th February 2022
26:02

Online platform AuctionsPlus has gone from strength to strength in the past few years with more and more producers getting on board. AuctionsPlus is now arguably the nations largest livestock ‘selling centre’ which now not only provides cattle & sheep auctions, but auctions for everything from farm machinery, properties, goats, working dogs, cars, charity fundraisers and more.

 On this episode we’re fortunate to have AuctionsPlus’ chief economist Tim McRae on to give his perspective on why the platform has grown so much in the past few years, as well as the innovative ways the data is being used by producers and stock agents.

Feb 25, 2022
Tipping the protein scales - 18th February 2022
22:03

Livestock prices have rarely been higher but what does the global protein supply and demand balance tell us about the outlook? Robert Herrmann and Simon Quilty presented on this topic at Gippsland Red Meat Conference recently and have joined us for this weeks episode to discuss the key factors.

Feb 18, 2022
The profitability playoffs: 2020/21 benchmarking review – 11th February, 2022
26:25

There were many price records broken last year and plenty of profits made in the process for some (despite the increasing cost of production and inputs). And although it’s easy to get distracted by the ‘hype’ around livestock markets, we’re lucky to have Sandy McEachern, Director of Aggregate Consulting, explain just which enterprises were the most successful, or profitable, in 2020/21, according to his latest benchmarking review.

Feb 11, 2022
Herd rebuild in the hands of the north, MLA cattle projections update - 4th February 2022
15:59

This week Rob & Olivia from Mecardo help tell the story behind some of the key figures in Meat & Livestock Australia’s latest cattle projections update along with the usual market overviews for grain, sheep & wool.

Feb 04, 2022
Global grains & oilseeds outlook – 28th January 2022
20:55

Mark Tully, senior grains analyst for Nutrien Canada, shares his perspective of how the Canadian grain & oilseed growers are going coming off the back of some of the worst droughts in Canadian history. We also dive into the geopolitical tensions in western Europe & discuss what impact escalation of conflict there could mean for grain & oilseed markets internationally. Finally, Mark gives us his outlook on the global supply & demand equation and key market drivers to watch out for in 2022. 

Jan 28, 2022
Shear gas: beer, shearer wages & GHG emission - 21st January 2022
20:45

What’s beer and gas got to do with livestock and wool? This week we go left of field with our resident wool guru Andrew Woods from ICS commodity services to take a broad look at greenhouse gas emissions in agriculture and revisit whether the beer purchasing power of shearers has improved in the last few years, some good conversations starters for your local pub. 

Jan 21, 2022
Weaners all round – Summer cattle update 14th January 2022
23:08

Red hot weaner cattle sales are the talk of the market, so this week we chat with Andrew Hosken from Hosken stock and land about who's buying the cattle and which markets they are destined for. As always, Andrew has his finger on the pulse when it comes to the cattle markets in Australia, tune in to hear the conversation.

Jan 14, 2022
What does 2022 have in store for us? - 7th January 2022
42:05

Join us as David Cornish and Robert Herrmann recap 2021 and look at what 2022 may have in store. This episode was originally recorded on the Marcus Oldham AgTalk podcast on the 20th of December 2021. 

David is the Director of the Centre for the Study of Agribusiness at Marcus Oldham Agricultural College with over 30 years experience in Agricultural finance. In his spare time, he is involved in a family farming operation based at Casterton in Western Victoria. 

Take a look at the full list of episodes on AgTalk - link here

Jan 07, 2022
Good signs for agriculture in 2022 - 22nd December 2021
34:03

For our final podcast of 2021 we have Michael Whitehead, head of agribusiness insights ANZ, on to discuss ANZ’s December Commodity Insights report. 

We hope you enjoy the episode and from the team at Mecardo we wish you have a safe and happy holidays and we’ll see you in 2022 for more episodes of Commodity Conversations.

Dec 22, 2021
Merino wool, a global perspective - 20th December 2021
24:38

For the 2nd last podcast of 2021 we have Roberto Cardellino, director of DELTA consulting Uruguay on to discuss his latest report titled, 'The volume and diameter of merino wool in the main producing countries of the world'.  Roberto shares his key findings from the report and also his outlook for merino wool production going forward. 

 

Dec 19, 2021
Changing dynamics, the processors point of view – 10th December 2021
22:12

Last time we caught up with Will Barton, Chief Executive Officer at Gundagai Meat Processors, he spoke about his concerns around labour shortages, particularly heading into the ‘normal’ spring flush of lambs. This week we find out how the spring supply has eventuated and also how demand is looking from the consumer side.

Dec 10, 2021
Mutton to worry about - lamb and sheep market update with Ron Rutledge - 3rd December 2021
15:44

This week Nutrien Ag Solutions Livestock Manager, Ron Rutledge, joins us to give  the low down on which yards are starting to get hit with lambs in the south and how producers and processors coping with the late 'spring flush'. Ron also gives us an insight into the first big weaner sale of the summer 21/22 season and a taste of what's to come in this space. 

 

 

Dec 03, 2021
November rain - Mecardo market update 26th November 2021
19:42

The east coast is soaked, and the timing has been poor for those trying to harvest winter crops. This week Olivia and Rob from Mecardo take a look what implications the continued wet will have on the grains market.

Nov 26, 2021
Navigating the seasons & keeping lambs alive - 19th Novemeber 2021
24:24

Subdued lamb growth rates have been a major factor in the flow of lambs to market this season. This week, Jason Trompf, consultant and leader in the field of lamb survival, joins us to talk about why lamb growth has been slow this year, pasture management and keeping lambs alive.

Nov 19, 2021
Contradictory factors push & pull wool - 12th Novemeber 2021
21:13

Swings in wool supply have a large impact on price, and any price premiums, but the market is also balancing a number of demand influencing factors from overseas. This week resident wool analyst, Andrew Woods from Independent Commodity Services joins Robert Herrmann to discuss these price drivers.

The supply chain also has some big questions about wool quality schemes and supply, which we shed some light on in this episode, comparing Australia to South Africa. Responsible Wool Standards, otherwise known as RWS, was set up by Global not-for-profit group the Textile Exchange, which you can read more about at https://textileexchange.org/.

Nov 12, 2021
Strike while the irons hot- 5th Novemeber 2021
18:16

As the state borders open up, we knew there would be one person to count on to see what’s happening in the saleyards and paddocks from south to north, east to west. In a red hot market, this week Andrew Hosken, from Hosken Stock and Land, joined us to discuss how producers have been able to take advantage of the extraordinary prices of late across the cattle market. 

Nov 05, 2021
Lamb supply snakes & ladders - 29th October 2021
16:39

This week Nutrien Ag Solutions Livestock Manager, Ron Rutledge, gives us the low down on what's happening in local lamb and sheep markets, as the '8 million residents' are 'released' in Melbourne and Sydney and the restaurant trade returns, will supply meet demand?

Oct 29, 2021
A great time for a big crop - 22nd October 2021
19:54

This week our resident analyst Nick Booth from Next Level Grain Marketing on to fill us in on what's happening in his local patch, the Eyre Peninsular, but also what's happening in the international grains markets. As Australia looks set for another record/near record wheat crop and is still relatively cheap internationally, they're should be no shortage of demand in the foreseeable future. 

Oct 22, 2021
Preparing the next generation of Ag - 15th October 2021
24:44

This week we got the chance to chat with current Director of Studies and soon to be Principal of Marcus Oldham College (2022), Andrew Baker. We asked Andrew how the current demand is in the Agricultural sector for new Ag graduates and what skillsets are employee's looking for in new graduates and where the varied fields they can end up working in.

Oct 15, 2021
Fibres, fashion and the fate of wool - 8th October 2021
21:15

The recovery in apparel fibres over the past year looks to be a solid one and this week Andrew Woods, Mecardo analyst and Director of Independent Commodity Services, joins us to talk about what this all means for wool. We also break down the wool complex to discuss what is driving prices for fine, superfine, medium Merino and crossbred wool.

Oct 08, 2021
Good weather for wethers - 1st October 2021
18:05

Soaking spring rain has moved from the outlook to the paddock in areas, and with the weather warming up, feed is going to be abundant. It’s that time of year when NSW Merino wether lambs start to hit the market, and so it’s time Mecardo analyst Angus Brown joins us to share how the trade is shaping up this year and to discuss the underlying lamb demand outlook.

Oct 01, 2021
Rain, hail or shine - Long term weather outlook with Eric Snodgrass - 25th September 2021
23:41

In Australia we are coming into the critical finishing period of many crops so this week we were lucky to be joined by Eric Snodgrass, Principal Atmospheric Scientist at Nutrien, to find out what the weather outlook is for the west and east of Australia, whether there is much risk of frosts and how weather events around the globe are influencing our markets.

Sep 25, 2021
Kurra Wirra & Mecardo - a look back & forward - 18th September 2021
23:57

Agriculture is built on relationships, and for our 150th episode we’re joined by one of Mecardo’s longest partners – Kurra Wirra stud. Anthony Close is the 3rd generation of farm management at Kurra Wirra and shares how they've responded to market changes, found new opportunities, and adopted new tools, innovations and data into their business.

Sep 18, 2021
What‘s the beef with Brazil? - 10th September 2021
15:38

This week on Commodity Conversations we have Adrian Ladaniwskyj and Robert Herrmann on from Mecardo to discuss the big news coming out of Brazil this week as well as take a closer look into our local sheep and cattle markets and how they are performing.

Sep 10, 2021
Have we hit peak agriculture? - 3rd September 2021
24:20
There’s a long road ahead to a $100bn agriculture sector and expanding acreage isn’t going to get us there. Michael Whitehead, head of agribusiness insights at ANZ, has been researching these trends and joins us today to chat about how we will get closer to the target, what this might look like at a farm level and some of the long term trends and adaptions in cotton and sugar sectors.
Sep 03, 2021
PTIC Plus – An Australian First? 27th August 2021
18:26

This week on Commodity Conversations we had Ken Miall, Livestock Manager from Nutrien Wagga Wagga on to tell us about what is possibly an Australian, if not worldwide first in cattle sales.

For the first time, that we know of,  PTIC’s were sold, with knowledge of the sex of their foetus/s, via the AuctionsPlus online market place. 

Join us to hear how this came about and what the results were, with Ken and Robert Herrmann, Managing Director of Mecardo.

Aug 27, 2021
From Pooginook to Paris, Wool connections with Mark Symes - 21st August 2021
23:03

This week Rob had a chat with Mark Symes, Southern wool manager at G.Schneider Australia, about how the wool markets have fared post the recent 3 week recess. Mark also shares some insights into the inspiration behind the  "Wool Connect" community initiative, which the Schneider Group started last year, and what to expect at this years upcoming online conference scheduled for September 7th -9th.  

Aug 20, 2021
The download on digital stock sales - 13th August 2021
21:07

Online livestock auctions have seen incredible growth and this week we welcomed Tim McRae, Chief Economist at AuctionsPlus, back to Commodity Conversations to talk through the underlying trends. Rob & Tim cover what drove the lift in volumes online, ewe throughput and breed trends and the flow of stock between regions. 

Aug 13, 2021
Big beef abroad - 6th August 2021
21:20

With a season of extremely low cattle slaughter and exports, the door has been opened for other exporters to move in on Australia's market share. South America is one of the competitors we are keeping a close eye on and this week Álvaro Pereira from the National Meat Institute (INAC) in Uruguay shares his insights into developments in Uruguayan beef production and markets.

 
Aug 06, 2021
Who will chop the spring lambs? - 30th July 2021
19:33
With a new season lamb supply not far on the horizon, we had Will Barton from Gundagai Meat Processors on to talk us through some of the challenges and opportunities in the months to come. We also got a unique insight into some of the innovative technologies they are incorporating into their day to day operations.
Jul 30, 2021
Cashmore 'Nudies' - 23rd July 2021
17:03

Heard of 'nudie' sheep before? This week we have John Keiller from Cashmore Park on to Chat with Rob Herrmann about some of the history of Cashmore Park and the interesting breeding programs they have implemented there. John discusses some of the challenges and opportunities unique to their environment and how they have adapted. 

 
Jul 24, 2021
Market update - 17th July 2021
16:46

With plenty of rain continuing to soak most of the country and more to come on the horizon, will the Eastern Young Cattle Indicator nudge over the 1000 cent mark? This week we have the full team, Adrian Ladaniwskyj, Robert Herrmann and Olivia Agar, to discuss the EYCI's continued rise upward, droughts in Canada and what it means for Australian grain growers and finally a look at how far the wool market has come since this time last year as it moves into a three week recess. 

Jul 16, 2021
Market recap - 9th July 2021
16:32

Market recap with Olivia Agar and Adrian Ladaniwskj from Mecardo. This week the team discuss what’s driving the cattle market on its continued record-breaking streak and what the outlook is for the near-term future for cattle and commodities in general in Australia. Sheep prices have continued to do well also so the team looks a bit closer behind the numbers there with a brief finish up look at the wool market.

Jul 10, 2021
On the land in Central Queensland - 2nd July 2021
20:54

Queensland's pastoral grazing zone is the backdrop to this weeks episode, where we're joined by Gordon Begg from Westfield Station near Longreach. Robert Herrmann caught up with Gordon to chat about their operation, the country and some of the challenges of running cattle, sheep and goats on their land.

Jul 02, 2021
All eyes on The Americas, a global crop update with Nick Booth – 25th June 2021
19:35

Corn, soybeans, canola and wheat are under the spotlight this week as the world watches the weather and crop conditions in the northern hemisphere. Hear more about what’s happening in that region and the rest of the world with our resident Grain analyst, Nick Booth, and Mecardo’s Olivia Agar.

Jun 25, 2021
Whiskey, Stilton, Bentleys and lawyers - June 18th 2021
25:30
The newly announced Free Trade Agreement between the UK and Australia is nothing but good news for Australian farmers, and for those that like a nice UK scotch. With a lot of hype surrounding the new deal, we’re joined this week by David Cornish, Director of Agribusiness at Marcus Oldham Ag College, to chat about what the likely impact is for our trade and markets.
Jun 19, 2021
More records broken - 11th June 2021
09:56

More records broken - 11th June 2021

On Commodity Conversations you'll hear about what records have been broken again - it feels like we have been saying this a lot at Mecardo, but agricultural commodities keep going from strength to strength at the moment, in the middle of a world wide pandemic which is hard to believe. This week we have the full team from Mecardo giving you a breakdown of key movements in the markets this week. 

Jun 11, 2021
A South American special - June 6th 2021
26:13

This week on Mecardo we travel to South America to hear from Director of Delta Agri Consultants, Uruguay, Roberto Cardellino, on the cattle situation in Argentina, after their government's recent 30 day beef export ban was implemented.

Roberto chat's with our Roberto, Mecardo's Managing Director, Robert Herrmann, to help understand the possible reasons for and impacts of the ban, as well as give an overview of the main challenges of being a livestock/grains producer in Argentina today and South America more broadly. 

Jun 05, 2021
What’s keeping livestock producers up at night? - 28th May 2021
20:37
How confident are livestock producers in their financial future? This is one of the questions asked by AuctionsPlus in a survey on the challenges and opportunities faced by producers in Australia. This week Tim Mcrae, Chief economist at AuctionsPlus, joined Olivia Agar to chat about what they learnt from the research.
May 28, 2021
What to expect from the herd rebuild - 21st May 2021
12:10

This week we delve further into MLA's latest cattle projections update with Mecardo's managing director Robert Herrmann and our resident livestock analyst, Angus Brown. The two discuss the details of MLA's latest updates and what this could mean for the pace of the herd rebuild as well as price expectations going forward. 

 
May 21, 2021
An MLA cattle projections update with Stephen Bignell - 14th May 2021
14:57

 This week on the podcast we had Stephen Bignell, Manager of Market Information at MLA, to unpack  MLA's latest cattle industry projections update. Could we be seeing a reverse of the big decline in recent years in terms of the aussie cattle herd size? Tune in to hear Stephen chat with Manager of Business Development at Mecardo, Olivia Agar, about the key points in MLA's recent update. 

 

 

May 14, 2021
To hedge or not to hedge - 7th May 2021
17:06
Canola prices are at extraordinary levels, with the whole oilseed market booming on tight supply and very strong demand. This week on commodity conversations our senior analyst Adrian Ladaniwskyj chats with Mecardo's managing director Robert Herrmann about the strong rises this year in oilseed prices. The two discuss ways in which producers can capitalise on strong prices through hedging strategies while at the same time minimising risk. 
May 07, 2021
Rural land prices special + Market recap - 30th April 2021
14:22

This week on the podcast we have managing director of Mecardo, Robert Herrmann, and Manager of Business Development at Mecardo, Olivia Agar, on to chat about the recent increases in agricultural land prices and whose behind the buying, as well as a brief recap of the latest key moves and trends in the sheep, wool and cattle markets. 

Apr 30, 2021
Market recap - 23rd April 2021
17:53

This week on the podcast we have managing director of Mecardo, Robert Herrmann, and Manager of Business Development at Mecardo, Olivia Agar, on to chat about the latest key moves and trends in the sheep, grain, wool and cattle markets. We hope you enjoy the episode. 

Apr 25, 2021
The cattle conundrum - 16th April 2021
17:13

Records are there to be broken, and restockers are doing a good job of pushing young cattle prices into the record books again and again. But how can producers make the most of these extraordinary prices? Ron Rutledge, Nutrien Ag Solutions, Livestock Development Manager joins Robert Herrmann to chat about what producers should be considering in the current market and how supply chains are managing the tight supply environment.

Apr 16, 2021
Talking Wool with Andrew Woods - 9th April 2021
16:03

The wool market may be on recess but that hasn't stopped us from thinking about the big questions.

This week, Mecardo's wool analyst, Andrew Woods, Director of Independent Commodity Services, joins us to chat about wool price drivers, the flock rebuild and the market outlook for the rest of 2021. We hope you enjoy the episode. 

Apr 09, 2021
Easter Weekend Market Wrap - 1st April 2021
15:41

These short week in the lead up to the Easter weekend we have managing director of Mecardo - Robert Herrmann and Manager of Business Development at Mecardo - Olivia Agar - in to chat about the recent rain and it's impact on the sheep, cattle and grain markets as well some insights into what is happening in international markets and they're potential to influence our local market. From the team at Mecardo, we would also like to wish everyone a safe and happy Easter weekend and we will back back next week for more commodity conversations. 

Apr 01, 2021
Uruguayan wool special- 26th March 2021
21:45

Uruguay may only have 6.7 million sheep, but In a time of low Merino supply, there is a good argument to see other regions of production as allies. This week we have Roberto Cardellino Director of Delta Agri Consultants in Uruguay chatting to Robert Herrmann about sheep and wool production & processing in Uruguay, consumer trends and future prospects for the broader wool market.

Mar 26, 2021
Market recap - 19th March 2021
10:45

This week resident Mecardo Analyst, Adrian Ladaniwsky gives his insights into the latest moves in the cattle and grain markets with a brief wrap of the wool market from fellow colleague David Myers. We hope you enjoy this week's episode of Commodity Conversations. 

Mar 19, 2021
Tracking livestock trends - 12th March 2021
11:22

This week on Commodity Conversations, Manager of Business Development at Mecardo has a chat with Mecardo's resident analyst Angus Brown about the latest moves and trends in the cattle and sheep markets. This week's episode has a look at cattle on feed numbers and how they are tracking against previous years. 

Mar 12, 2021
Market recap - 5th March 2021
13:06

This week on Commodity Conversations we have the team from Mecardo giving their insights and updates on what has been happening in the cattle, sheep and wool markets. 

 

Mar 05, 2021
Hefty prices on the road to rebuild - 26th February 2021
10:32

With the cattle herd on the edge of an official herd rebuild and the sheep flock well on its way, tight supply isn’t about to wane anytime soon. This week Mecardo’s senior analyst Adrian Ladaniwskyj and Olivia Agar chat about how livestock prices are holding up during this time, and what drivers are currently at play.

Feb 26, 2021
Keeping positive - Mark Symes and the state of the wool industry - 19th February 2021
16:00

Tune into to Commodity Conversations latest episode. Director of Mecardo, Robert Herrmann, has a chat with Mark Symes, Southern Regional Wool Manager for G. Schneider Australia where they take stock of where the market has ended up after the last turbulent 12 months and where it may head in the next 12. 

 
Feb 19, 2021
Carbon neutral red meat - playing our part in emission targets 12th February 2021
26:11

Emissions targets have been heavily debated this week, and it’s sparked discussion across the agriculture industry. This week we have David Cornish from Marcus Oldham Agricultural college joining Olivia Agar to chat about the red meat industries carbon neutral 2030 target. David helps break down the discussion and also analyses the issues from key stake holders perspectives, from producers, industry groups, consumers and politicians. As always David is realistic about the current practical challenges farmers are presented with but is optimistic as ever about being proactive and engaging with our customers.

Feb 12, 2021
Tightening stocks, rampant buying and wheat along for the ride - 5th February 2021
14:07

With a bumper harvest comes local price pressure, but overseas markets are abuzz and our growers are now reaping in good harvest and good prices. Nick Booth joins us this week to talk about the current market drivers - tight supplies, government interference and rampant buying activity by China.

Feb 05, 2021
Grass fever rolls on - 29th January 2021
13:02

On today's show we have Adam Mountjoy, southern region livestock manager for Nutrien in to talk with Robert Herrmann, director of Mercardo, about the bouyant market we find ourselves in at present. All our main commodity markets seem to be going strong at the moment, so we thought it would be good to get Adam in to hear what's been happening at the saleyards. Tune in to hear what it's been like on the ground for this week's episode with Adam and Rob. 

Jan 29, 2021
Weekly market wrap- 22nd January 2021
09:28

After a strong start to the year across all markets, David Myers and managing director of Mecardo Robert Herrmann take a moment to take stock of the key trends market so far this year. On today's episode we cover sheep, cattle and the wool markets. 

Jan 22, 2021
The business of succession - 15th January 2021
28:17

How do you build a farm business to make succession planning possible? That question was the main focus of an in-depth study into farm succession planning carried out by Dr Mike Stephens from Meridian Agriculture who joins us on this episode. 

Mike shares some of the learnings of his research and talks about what can be done to allow owners to hand on a viable business, have sufficient funds for retirement and ensure the self interest of other family members is catered for.

Jan 15, 2021
Southern weaner sales like no other - 8th January 2021
21:47

Livestock commodity prices opened 2021 with a bang at the southern weaner sales. The weights, quality and prices were an impressive show. This week we have Angus Brown and Andrew Hosken joining Robert Hermann to discuss the results and what it means for the year ahead.

Jan 08, 2021
Looking back on 2020
23:43

For our final podcast for the year, David Myers has a chat with Robert Herrmann and Olivia Agar about the highs, lows and surprises of 2020 and also about what to look out for next year. 

Thank you from the team at Mecardo, we always welcome sharing this podcast around and appreciate any feedback. We look forward to you tuning into Commodity Conversations in 2021. 

Dec 30, 2020
That’s a wrap for wool - 18th December 2020
21:38

The wool market ended 2020 on a softer note, but has recovered well since September’s low. Mecardo analyst Andrew Woods joins Robert Herrmann this week to chat about how the wool market has performed this year and what we might expect as we move into 2021.

Dec 18, 2020
What's in store for the weaner sales? - 11th December 2020
20:57

The southern weaner sales are just around the corner and prices are sure to be hot. Just how hot and what we can expect in terms of supply and buyers are questions on many minds, so for this episode, Olivia Agar chats to Mecardo analyst Angus Brown, and livestock specialist Andrew Hosken about what we're likely to see.

Dec 11, 2020
Consumers: the real Ag influencers - 4th December 2020
29:46

This week we are talking consumer trends with David Cornish, Director at Marcus Oldham Agricultural College, who shares some insight on the emerging consumer, what they are telling us and what we should be telling them.

Dec 04, 2020
Fert Fundamentals - 27th November 2020
19:50

The fertiliser market has been fed by the hands of India and China in 2020. In this episode, Olivia Agar is joined by Yao Yao, market research manager at Nutrien in Canada, to discuss the key drivers of supply and demand in N, P & K markets, as well as the outlook for fertiliser in 2021.

Nov 27, 2020
Market Recap - 20th November 2020
15:40

The sheepmeat market is showing unusual strength at a time of supply increases. In this episode Robert Herman and Adrian Ladaniwskyj discuss the relationship between lamb and booming sheep prices and delve into the status of one of our key beef competitors - South America

Nov 20, 2020
What's in the WASDE? 13th November 2020
14:05

The outlook for Aussie wheat pricing is hinged on the global supply and demand equation for corn and soybeans. Nick Booth from Next Level Grain Marketing joined us this week to discuss the changes in the recently released World Ag Supply and Demand Estimates (WASDE) report.

Nov 13, 2020
Market Recap - 6th November 2020
12:21

A short summary of the agricultural markets in Australia by the team at Mecardo.

This week Olivia Agar and Robert Herrmann discuss the weather that's driving uncertainty in grain markets, recent moves in wool, and sheep crossing the Nullarbor.

 

Sponsored by Cleavers Organics

Nov 06, 2020
Global grain update
17:32

Crumbling pillars of support for global grain pricing and pushback from growers in the lamb market are the big stories in this episode. We're joined by Mecardo's grains and oilseed contributor Nick Booth from Next Level Grain Marketing for an update on what's driving the global grain market.

 

Host: Olivia Agar

Guest: Nick Booth

Audio Production: David Myers

Oct 30, 2020
Rain, restockers and rebuilding in the North - 23rd of October 2020
22:57

The incredible season has breathed new life into the northern cattle industry and this week Andrew Hosken joins us to chat about how the turnaround is impacting producers, processors and the all important herd rebuild.

Oct 23, 2020
Exporting wool in challenging times - October 16th 2020
19:43

What’s going on with wool demand? This week we spoke to Mark Symes, Southern Wool Manager at G.Schneider Australia. He shares some insight into how his business has adapted to the changing market dynamic and what signs of recovery and improved demand are coming from our customers.

Oct 16, 2020
A look at the lamb trade - 9th October 2020
17:23

In our next episode with guests from the field, we dive into the Riverina lamb market with Ron Rutledge, Livestock Development Manager at Nutrien Ag Solutions. He shares some insight into how producers are taking part in the new season lamb market and what changes in the Merino lamb have turned it into the asset that it is today.

Oct 08, 2020
Cattle trading at record store prices - October 1st 2020
13:34

A short summary of the agricultural markets in Australia by the team at Mecardo. This week we're hitting the ground and talking cattle with Anthony Delaney from Nutrien Delaney Livestock. He shares some insight into the decisions that producers in Eastern Victoria are making and how the desire to rebuild herds is competing with record prices.

Oct 02, 2020
100th Episode Commodity Roundup - looking back and forward
20:11

This week is our 100th episode of Commodity Conversations so we thought we would have a bit of a chat about how the podcast got started and also how our key commodities have travelled since episode 1. This week we have Olivia Agar, Robert Herrmann, Adrian Ladaniwskyj and a surprise appearance from data/dj Dave Myer who has been doing the recording and editing of the podcast.

Sep 25, 2020
Market Recap - September 18th 2020
12:50

A short summary of the agricultural markets in Australia by the team at Mecardo.

This week we have Olivia Agar and Mecardo's newest commentator Adrian Ladaniwskyj discussing the latest developments in the local and international grain market, the latest lamb market figures and also an interesting discussion about the relationship between cattle and the search for a covid-19 vaccine. 

Sep 18, 2020
Market Recap - September 11th 2020
15:25

A short summary of the agricultural markets in Australia by the team at Mecardo.

This week we have Olivia Agar and Mecardo's resident grain commentator, Nick Booth from Next Level Grain Marketing discussing the latest developments in the local and international grain market.  

 

Sep 11, 2020
Market Recap - September 4th 2020
15:17

A short summary of the agricultural markets in Australia by the team at Mecardo.

This week we have Olivia Agar and Robert Herrmann discussing trends in the local wool market and it's trajectory compared to apparel fibres, overseas grain market movements particularly the strong Chinese demand for wheat, and the lamb and cattle trading scenarios.

Sep 04, 2020
Market Recap - 28th August 2020
14:00

A short summary of the agricultural markets in Australia by the team at Mecardo.

This week we have Olivia Agar and Robert Herrmann discussing trends in the local wool markets, overseas grain market price signals and the disconnect between local and global cattle prices.

Aug 28, 2020
Market Recap - 21st August 2020
13:44

A short summary of the agricultural markets in Australia by the team at Mecardo. This week we have Adrian Ladaniwskyj and Robert Herrmann mixing things up a bit as they discuss the potential impact of the Chinese anti-dumping investigations  on Australian wine exports as well as a discussion on trends in the wool market. 

Aug 21, 2020
Market Recap - 14th August 2020
17:21

A short summary of the agricultural markets in Australia by the team at Mecardo. This week we have Olivia Agar and Robert Herrmann chatting about  long term wool trends, new restrictions on sales, cattle on feed numbers and  lamb prices.

Aug 14, 2020
Market Recap 7th August 2020
17:11

 A short summary of the agricultural markets in Australia by the Mecardo team. This week we have Robert Herrmann chatting with Angus Brown from Mercado about spring lamb prices, supply challenges, cattle markets and the return of wool sales. 

Aug 07, 2020
Market Recap - 31st July 2020
12:50

A short summary of the agricultural markets in Australia by the Mecardo team. This week Olivia Agar, Robert Herrmann & Adrian Ladaniwskyj chat about Canola markets, spring lamb prices, supply challenges in Victoria and provide the usual market recap. 

Jul 31, 2020
Market Recap - 24th July 2020
18:11

A short summary of the agricultural markets in Australia by the Mecardo team. This week Robert Herrmann and Nick Booth dive into an update on grain markets covering the global situation as well some insight into how the local picture with a focus on Nicks home turf on the Eyre Peninsula which is looking very different to many other parts of the country. 

Jul 24, 2020
Market Recap - 17th July 2020
09:42

A short summary of the agricultural markets in Australia by the Mecardo team. This week Olivia Agar and Robert Herrmann chat about the fight for acres between meat sheep and wool, a bounce to east coast lamb markets and the shutdown of meatworks in Victoria due to COVID outbreaks.

Jul 17, 2020
#29 Meat and wool megatrends- what do they mean on-farm?
33:37

Now that we know what trends are impacting meat and wool sectors, we dive into what they mean for planning and decision making on-farm. In this part 2 episode, David Cornish, Director of Agribusiness at Marcus Oldham Agricultural College and Mecardo's Robert Herrmann provide some insight. 

Jul 09, 2020
Market Recap - 3rd July 2020
12:38

A short summary of the agricultural markets in Australia by the Mecardo team. This week Olivia Agar and Robert Herrmann chat about the US grain harvest and production in Australia, the stocks of grower wool in store, and how local livestock markets are holding up with pressure from overseas. 

Jul 03, 2020
#28 Meat and wool megatrends- what's changed?
34:46

We've all heard the trends impacting meat and wool markets like African Swine Fever and the rising Asian middle class, but what impact has a global pandemic had on these trends and how they affect commodity markets? In this episode, David Cornish, Director of Agribusiness at Marcus Oldham Agricultural College and Robert Herrmann provide some insight into these questions. 

Jun 29, 2020
Market Recap - 19th June 2020
12:40

A short summary of the agricultural markets in Australia by the Mecardo team. This week Olivia Agar and Robert Herrmann chat about changing trade factors in the grain market, yield challenges for the wool market and record young cattle prices. 

Jun 19, 2020
Market Recap - 12th June 2020
08:35

A short summary of the agricultural markets in Australia by the Mecardo team. This week Olivia Agar covers sheepmeat markets and an update to the flock and Robert Herrmann recaps the wool market and WASDE report. 

Jun 12, 2020
Market Recap - 31st May 2020
12:10

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Olivia Agar and Matt Dalgleish. 

Remember to share this podcast with your networks

May 31, 2020
Market Recap - 22nd May 2020
16:21

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Robert Herrmann and Matt Dalgleish. 

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May 22, 2020
Market Recap - 15th May 2020
12:07

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Olivia Agar and Matt Dalgleish. 

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May 15, 2020
Market Recap - 1st May 2020
14:31

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Olivia Agar and Matt Dalgleish. 

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May 01, 2020
Market Recap - 24th April 2020
15:51

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Olivia Agar and Robert Herrmann. 

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Apr 24, 2020
Market Recap - 17th April 2020
11:45

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Andrew Whitelaw, Olivia Agar and Matt Dalgleish. 

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Apr 17, 2020
#27 Markets with the Mecardo team.
42:48

The Mecardo team of analysts have a chat with one another about what is happening with their respective commodities.  Wool with Robert Herrmann, grain with Andrew Whitelaw and livestock with Matt Dalgleish. 

Apr 09, 2020
#26 What's happening in the wool market?
23:22

A discussion of the wool market with Olivia Agar and Robert Herrmann. 

Apr 07, 2020
Market Recap - 3rd April 2020
10:01

A short summary of the agricultural markets in Australia by the Mecardo team. Andrew Whitelaw will cover grain and Robert Herrmann will cover wool. 

Remember to share this podcast with your networks.

Apr 03, 2020
Market Recap - 28th March 2020
09:43

A short summary of the agricultural markets in Australia by the Mecardo team. 

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Mar 27, 2020
#25 Does the tyranny of distance offer protection?
22:55

In a move away from our regular agriculture/market discussions, we are going to discuss the health implications of COVID-19 with a focus on rural areas.

In this podcast Robert Herrmann is joined by David Deutscher. David is a surgeon with experience working in rural areas, and also the chair of the Committee for Ballarat. 

Mar 23, 2020
Market Recap - 21st March 2020
12:58

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Olivia Agar, Andrew Whitelaw & Matt Dalgleish.

Remember to share this podcast with your networks.

Mar 21, 2020
#24 Coronavirus - The wider economy & FX
30:53

Go long toilet roll, short everything else.  In this podcast we discuss the impact of Coronavirus on the wider economy. We will follow up in recent days on the impact in agricultural markets.  Mecardo analysts Andrew Whitelaw & Matt Dalgleish are joined by Steven Dooley and Trent Osmond of Western Union Business Solutions. We will follow up shortly with further discussions.  

Mar 17, 2020
Market Recap - 13th March 2020
09:36

A short summary of the agricultural markets in Australia by the Mecardo team. This week with Olivia Agar, Andrew Whitelaw & Matt Dalgleish.

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Mar 13, 2020
Market Recap - 6th March 2020
09:54

A short summary of the agricultural markets in Australia by the Mecardo team.

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Mar 06, 2020
Market Recap - 28th February 2020
08:24

A hack in the wool auction platform, a record number of cattle on feed and the four n twenty meat-free meat pie in this week's short summary of the agricultural markets in Australia by the Mecardo team.

Feb 28, 2020
Market Recap - 14th February 2020
09:04

A short summary of the agricultural markets in Australia by the Mecardo team.

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Feb 14, 2020
Market Recap - 7th February 2020
07:08

A short summary of the agricultural markets in Australia by the Mecardo team. This week covering wool, grain, cattle & sheep markets. 

Remember to share this podcast with your networks. 

Feb 07, 2020
#23 Phase 1 - Our view on the Australian impact
40:07

The Phase 1 deal between the US and China could have ramifications for Australian agriculture. Andrew Whitelaw & Matt Dalgleish have a chat about the deal and cover:

  • What the deal is (in layman terms)
  • Our opinions on the likely impact to Australian agriculture
  • The commodities most likely to be impacted.
Jan 29, 2020
Market Recap - 17th January 2020
10:06

A short summary of the agricultural markets in Australia by the Mecardo team. This week covering wool, grain, cattle & sheep markets. 

Remember to share this podcast with your networks. 

Jan 17, 2020
#22 Bushfire crisis in livestock
14:37

Australia has suffered through an agonizing bush fire season which has caused untold levels of damage to homes and businesses. In this update we talk about the livestock impacted by these bushfires. The discussion between Andrew Whitelaw & Matt Dalgleish will cover livestock populations (sheep & cattle), death projections and the impact on the wider industry. 

Jan 07, 2020
Market Recap - 20th December 2019
09:04

A short summary of the agricultural markets in Australia by the Mecardo team. This week Robert Herrmann will cover wool and Andrew Whitelaw will cover grain.

Remember to share this podcast with your networks. 

Dec 20, 2019
#21 What is with this weather?
30:04

Everyone in agriculture follows the weather, including the Mecardo team.  We are however not experts in that field, and we often have discussions with our friend Dr David Stephens of Agro Meteorology. We wanted to pick his brains on why this year has been so poor for the majority of the country. 

Topics covered include:

  • The drivers of the last years weather and what caused it to be so bad.
  • The creation of models to forecast weather
  • His research into weather patterns moving due to changes in climatic conditions. 

Agrometeorology: Agromet.com.au

Remember to visit Mecardo.com.au and sign up for a free trial for our independent markets analysis. 

Dec 19, 2019
Market Recap - 13th December 2019
07:04

A short summary of the agricultural markets in Australia by the Mecardo team. This week covering ASX wheat, South Australian GM crops & falling cow prices. 

 

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Dec 13, 2019
Market Recap - 6th December 2019
08:46

A short summary of the agricultural markets in Australia by the Mecardo team. This week covering wool, beef, fertilizer & the ABARES crop update.

Remember to share this podcast with your networks. 

Dec 06, 2019
Market Recap - 29th November 2019
08:51

A short summary of the agricultural markets in Australia by the Mecardo team. 

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Nov 29, 2019
#20 An independent view of the fertilizer market
23:58

On Mecardo we recently provided an update on the fertilizer market. As one of the biggest input costs on farm, it's important to keep a close eye on the market.  We were asked for more information from a numbers of premium subscribers, it was therefore an opportune time to call in one of our analyst friends from the UK.  Andrew Whitelaw (Mecardo) and Chris Lawson (CRU) sat down for a chat about the fertilizer market and what is means for Australian prices. 

Nov 27, 2019
Market Recap - 23rd November 2019
12:38

A short summary of the agricultural markets in Australia by the Mecardo team. 

Remember to share this podcast with your networks. 

Nov 22, 2019
Market Recap - 15th November 2019
13:42

A short summary of the agricultural markets in Australia by the Mecardo team. 

 

 

Remember to share this podcast with your networks. 

Nov 14, 2019
#19 What happens when the drought breaks?
32:49

Drought has been at the forefront of peoples minds in recent times, however it will break at some point.

In this podcast the Mecardo team look beyond the current drought and have a chat about some scenarios for when the drought breaks. What are the challenges and opportunities? We discuss cropping, cattle, sheep and wool.  This podcast includes Matt Dalgleish, Andrew Whitelaw & Robert Herrmann

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. Do us a favour and share with your friends, family and colleagues.

Nov 12, 2019
Market Recap - 8th November 2019
09:27

A short summary of the agricultural markets in Australia by the Mecardo team.

 

 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. Do us a favour and share with your friends, family and colleagues.

Nov 08, 2019
Market Recap - 1st November 2019
08:28

A short summary of the agricultural markets in Australia by the Mecardo team.

 

 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. Do us a favour and share with your friends, family and colleagues.

Nov 01, 2019
#18 The yarn with the contenders
45:33

This week we are talking with some of the candidates for the AWI board. These conversations include Janelle Hocking Edwards, George Falkiner & Paul Cocking.

Remember to visit Mecardo.com.au for your weekly injection of market analysis. 

Oct 30, 2019
#17 Supermarkets - friend or foe?
28:57

"down, down, prices are down" The Mecardo team discuss supermarkets - are they the farmers friend or foe?  Featuring: Robert Herrmann Andrew whitelaw   Olivia Agar 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Oct 27, 2019
Market Recap - 25th October 2019
09:03

A short summary of the agricultural markets in Australia by the Mecardo team. 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. Do us a favour and share with your friends, family and colleagues.

NB. This podcast was recorded in advance on Thursday 24th October. 

Oct 24, 2019
#16 A visit to the Canberra Bubble
51:16

Robert Herrmann took a trip to Canberra as part of 40th celebration of the National Farmers Federation. We have a chat about the trip discussing:

  • What did he think of the event
  • The $100bn plan
  • The new NFF advert 'We are Australian farmers

Remember to register for market analysis at mecardo.com.au

Oct 19, 2019
Market Update - 18th October 2019
11:01

A summary of the agricultural markets in Australia by the Mecardo team. 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. Do us a favour and share with your friends, family and colleagues. 

Oct 18, 2019
#15 Aporkalypse now
45:38

"I love the smell of bacon in the morning." 

In this podcast Mecardo market analysts Andrew Whitelaw & Matt Dalgleish discuss the African Swine Fever outbreak and the impact that it is having on Australian agricultural markets.  Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Oct 16, 2019
Market Recap - 11th October 2019
10:11

A summary of the agricultural markets in Australia by the Mecardo team. This week Andrew Whitelaw and Matt Dalgleish are covering grain and livestock. 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Oct 11, 2019
Market Recap - 4th October 2019
08:07

A summary of the agricultural markets in Australia by the Mecardo team. This week covering wool with Robert Herrmann, livestock with Matt Dalgleish and Grain with Andrew Whitelaw.

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Oct 04, 2019
#14 A chat with a fake meat advocate
40:08

One of the most worrying trends for livestock producers is the push for fake meats. In this interview we talk with one of the fake meat industries main supporters - Thomas King of Food Frontier.  Food Frontier have recently released a report in which they believe that the faux meat industry in Australia could be worth A$3bn. As an open minded organisation we thought it was worthwhile having a listen to what they have to say. 

Oct 02, 2019
Market Recap - 27th September 2019
06:47

A summary of the agricultural markets in Australia.

  • The wheat market has fallen but uncertainty continues.
  • The end of the Grainpro saga.
  • The wool market gets it's mo-jo back
  • Lamb prices crash in Tasmania and WA. 

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Sep 27, 2019
Market Recap - 20th September 2019
06:24

A summary of the agricultural markets in Australia.

  • Will grain prices rise above last year?
  • How is the live export moratorium impacting upon WA sheep pricing (hint: It's big)
  • How does the rise in the wool market compare to previous rallies?

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Sep 20, 2019
Market Recap - 13th September 2019
10:54

A summary of the agricultural markets in Australia. This week we cover livestock with Matt Dalgleish, Grains with Andrew Whitelaw and wool with Olivia Agar.

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Sep 13, 2019
Market Recap - 6th September 2019
10:15

A summary of the agricultural markets in Australia. This week Matt Dalgleish and Andrew Whitelaw update on wheat and livestock. The following topics are covered:

  • Corn might meet USDA expectations
  • Opportunity for hedging on ASX?
  • Cattle price forecasts

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Sep 06, 2019
#13 The fate of the merino
30:58

Make Merino Great Again? With droughts, strong demand for sheepmeat and a tough fight for acres, what is the fate of the Merino industry? In this podcast Rob Herrmann asks Andrew Richie from Icon Ag, Charlie De Fegely a western vic sheep producer and Marius Cuming from AWI, what will it take to make Merino great again? Remember to visit Mecardo.com.au to get the highest quality analysis of the agricultural market. 

Sep 03, 2019
Market Update - 30th August 2019
08:08

A summary of the agricultural markets in Australia. This week Olivia Agar and Andrew Whitelaw update on wheat and wool. The following topics are covered:

  • BOM outlook
  • WA Crop
  • Drop in demand for wool

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Aug 30, 2019
Market Update - 23rd August 2019
09:06

A summary of the agricultural markets in Australia. This week Olivia Agar and Andrew Whitelaw update on cropping and livestock. The following topics are covered:

  • The removal of the South Australian moratorium on genetically modified crops
  • Processor margin update
  • Mutton export values

Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Aug 22, 2019
#12 The road to $100bn with Fiona Simson
42:54

This week we talk to Fiona Simson about the $100bn roadmap. This roadmap is a plan to move the agricultural industry from $60bn (2016) to $100bn by 2030.  We cover:

  • Summary of the plan and its importance to the industry
  • The five pillars of the plan
  • After a couple of years, how well is the plan being adopted?

We encourage you to read the NFF 2030, and read the full report (click here)

For your FX needs visit our podcast partner 'Western Union Business Solutions' Remember to visit Mecardo.com.au to get the highest quality analysis of the market. 

Aug 21, 2019
Market Update - 16th August 2019
07:53

A summary of the agricultural markets in Australia. This week Olivia Agar and Andrew Whitelaw will be cover grains and wool. 

Remember to get your full update at http://www.mecardo.com.au

Aug 16, 2019
Market Update - 9th August 2019
11:44

A summary of the agricultural markets in Australia. This week covering wool, sheep, cattle and grains.

Remember to get your full update at http://www.mecardo.com.au

Aug 09, 2019
Market Update - 2nd August 2019
07:34

A summary of the agricultural markets in Australia. This week covering grain and the NFF $100bn aspiration for the agricultural industry. 

Aug 02, 2019
#11 Insolvency in the grain game
19:12

There are rumours abound of the potential collapse of a small scale NSW based grain trader. The Mecardo team have fielded calls from a number of farmers who are collective owed large sums.  We thought that this makes a perfect time to discuss counterparty risk in the grain trade. 

Jul 29, 2019
Market Update - 26th July 2019
09:05

A summary of the agricultural markets in Australia. This week covering grain, cattle and sheep. 

Jul 26, 2019
#10 Climate change with Oscar
56:51

In this episode we chat with Oscar Pearse aka Oscarthefarmer. We deep dive into agriculture's current issues/policies on biodiversity, natural capital, climate change, clearing laws and sequestration......

Jul 24, 2019
Market Update - 19th July 2019
13:09

A summary of the agricultural markets in Australia. This week covering grain, cattle and sheep. 

Jul 19, 2019
Market Update - 12th July 2019
10:20

A summary of the agricultural markets in Australia. This week covering grain, cattle and sheep. 

Jul 12, 2019
#9 What did I learn from my time in Africa?
03:03

We talk to Peter Walker about his time volunteering in a grain growing region in Kenya. How does agriculture in the first world compare with the developing world?

Jul 09, 2019
Market Update - 5th July 2019
14:54

A summary of the agricultural markets in Australia.  This week we cover grain, wool & livestock

Jul 05, 2019
Market Update - 28th June 2019
11:36

A summary of the ag markets. Due to a broken arm Andrew is unable to make it onto this weeks update. 

Jun 28, 2019
Market Update - 21st June 2019
13:23

A summary of the agricultural markets in Australia. This week we're talking US female slaughter ratios, the choice between mutton and lamb, ABARES grain forecasts and wool supply. 

Jun 21, 2019
Market Update - 13th June 2019
09:33

A summary of the agricultural markets in Australia. This week we're talking US cattle prices, revised low in the sheep flock, cycles in the 21MPG price and the WASDE report.

Jun 13, 2019
#8 Farm Succession - Tips to ease the transition
37:32

In this conversation we are joined by Mike Stephens of Meridian Agriculture. Robert Herrmann chats to Mike about the importance of having a solid farm succession plan. 

Jun 10, 2019
Market Update - 7th June 2019
08:37

A summary of the agricultural markets in Australia. This week we cover another month of high female cattle slaughter, sheep offtake and the flock size and low wool volumes.

Jun 07, 2019
Market Update - 31st May 2019
06:41

A summary of the agricultural markets in Australia. This week covering the corn-wheat story & livestock

May 31, 2019
#7 Post Election discussion & wheat imports
38:46

Brett Hosking of Grain Growers (and a Victorian farmer) joins the discussion with Mecardo. In this podcast we chat about some of the policies which Grain Growers would like enacted in the coming Australian parliament. We also have a brief chat about the controversial Canadian wheat import permits. The following topics are discussed:

  • Telecommunications and black spots
  • Crop insurance
  • The importation of whole grain wheat into Australia
  • The innovation generation conference held in Ballarat during July.

 

May 27, 2019
Market Update - 24th May 2019
09:06

A summary of the agricultural markets in Australia.  This week we cover wheat, livestock and wool

May 24, 2019
Market Update - 17th May 2019
07:30

A summary of the agricultural markets in Australia.  This week we cover wheat, livestock and wool

May 17, 2019
#6 Election Special
50:28

It's a couple of days out from the election. In this update the team at Mecardo have a chat with one another about the election. 

May 15, 2019
Market Update - 13th May 2019
06:24

A summary of the agricultural markets in Australia.  This week we cover wheat, cattle and sheep. 

May 13, 2019
#5 The taste of fake meat and its potential impact
36:37

The entire team at Mecardo are on board for this conversation. We do a blind taste test of the beyond meat burger against the real beef burger. We also have a long chat about this product and its potential impact on the livestock industry. This was record as a video, which can also be viewed on the following link : https://bit.ly/2vBl2Lu

Our sponsor for this update was Livestock Pricing - the new app for Apple and Android to give transparency of the livestock markets. 

May 04, 2019
Market Update - 3rd May 2019
05:08

A summary of the agricultural markets in Australia. This week we cover grain, wool and sheep. 

May 03, 2019
Market Update - 26th April 2019
05:35

A summary of the agricultural markets in Australia. This week we cover:

Grain

-The situation for the global crop

-The continued divergence between global and domestic markets.

Cattle

-The unsustainable slaughter of female cattle.

 

Apr 26, 2019
Market Update - 18th April 2019
08:14

A summary of the agricultural markets in Australia. This week we cover: -New crop pricing rising due to weather concerns

-The worlds major wheat producers are in good form

-Swine fever and its potential impact on Australian meat pricing

-Rainfall analysis on the Mecardo website

Apr 18, 2019
#4 Live export - 1 year on from the Awassi Express
42:05

Mecardo analysts Andrew Whitelaw & Matt Dalgleish discuss the live export industry one year on from the 60mins footage of the Awassi Express. This is a longer form discussion at 40mins, making it fantastic for commuting or working in the tractor! Discussion includes:

  • Alternative origins for live sheep
  • The economic impact to Western Australian farmers and why Animals Australia were incorrect in their assessment. 
  • Paying for footage
  • Value of live export to the agricultural industry
Apr 14, 2019
Market Update - 12th April 2019
09:17

A summary of the agricultural markets in Australia. This week we cover:

  • The high global wheat stocks and pricing
  • Sheep meat demand into China
  • Crossbred wool values
Apr 12, 2019
Market Update - 5th April 2019
12:31

A summary of the agricultural markets in Australia. In the introduction I mentioned that Matt would cover Cattle. However as a bonus he also provided Sheep. This week we cover grain, cattle, sheep and wool.

Apr 05, 2019
#3 An Aussie taking on Africa
26:14

We talk to Stuart Barden, an Australian farmer taking on Africa.  This short conversation with Stuart was recorded whilst Robert was working on the ACIAR project - 'Farmers without borders'. 

Mar 31, 2019
Market Update - 29th March 2019
10:20

A summary of the agricultural markets in Australia.

Cattle: How much money are the meat processors making?

Sheep: The lamb trade into the US increases dramatically. 

Grain: We look into the evolving situation for canola imports from Canada into China.  

Mar 29, 2019
Market Update - 22nd March 2019
11:05

A concise summary of the agricultural markets in Australia.

Wool: What impact does the dry have on wool quality. 

Cattle: We put our head on the line and called for the EYCI, why were we right?

Sheep: What risks are in place for sheep farmers in Western Australia due to changes to regulations. 

Grain: Positive demand for barley from Saudi Arabia. Rain on the way for the north, too much rain for the US. Mid-tier Victorian grain trader Lempriere grain goes into administration.    

Mar 22, 2019
#2 Agtech - is it all hype?
31:52

Mecardo are joined by Dwain Duxson of Farm Tender. In this short conversation (30mins) we discuss the following topics:

  • The buzz/hype around agtech.
  • Innovation in ag from outside, what do these new entrants need to learn?
  • The value of failure in improving your business. 
Mar 19, 2019
Market Update - 15th March 2019
10:37

Our analysts provide a short and sharp update on the main factors at play in their markets. 

Wool: In response from a request from a listener we talk about demand for wool. 

Livestock: This week we cover both cattle and sheep, and discuss our new model for lamb pricing.

Grain: The market has fallen through the past six weeks, however short sellers have closed their positions and prices have jumped dramatically.  

Mar 15, 2019
Market Update - 8th March 2019
12:14

Our analysts provide a short and sharp update on the main factors at play in their markets.  Wool: Tightening supply is helping provide a very welcome market for wool producers. 

Cattle: How will the floods in northern Queensland impact upon the wider cattle market?

Grain: Will China punish Australian barley producers for alleged dumping practices, and what would the retribution be? 

Mar 08, 2019
#1 Social Licence in Agriculture
35:35

Commodity Conversations is produced by Mecardo, where we provide some insights into the agricultural industry. 

In the the inaugural episode we discuss the buzzword of the moment, 'social licence'

Feb 27, 2019