Rob is joined by John Francis, Director at Agrista and the author of a recent AWI report into the profitability of specialised wool sheep enterprises.  John discusses the data, modelling and outcomes of the recent report into why there is a profit argument for staying in wool. 

https://www.wool.com/globalassets/wool/news--events/2024/why-stay-in-wool-sheep/why-say-in-wool-sheep---report-by-john-francis-of-agrista.pdf 

This week Olivia Agar is joined by Erin Lukey - Senior Market Information Analyst with Meat & Livestock Australia (mla). Erin joins us to discuss the latest sheep and her projections and the drivers behind the figures MLA landed on. 

This week Rob Herrmann is joined by Jo Hall CEO of Wool Producers Australia to chat about some of the major policy debates currently shaping the farming landscape including shedding some light on the proposed live export ban. 

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.

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.

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. 

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.

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. 

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.

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.

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. 

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.

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.

This week Olivia is joined by Mark Tully, Global Market Research Manager for Nutrien Ag Solutions based in Calgary, Canada. Mark joins us to discuss the latest drivers for key inputs for 2024 and beyond. 

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.

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.

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.

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. 

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. 

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.

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

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.

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. 

 

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.

This week Rob is joined by Stephen Hill, National Committee Chairman for the Australian Wool Production Forecasting Committee to discuss the April report for 2024. 

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. 

 

 

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.

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.

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/.

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. 

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?

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. 

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.

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.

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.

This week, Rob Hermann, Olivia Agar and Ethan Woolley discuss the key takeaways from the latest Mecardo quarterly report for Q1 2024.  to sign up to the mailing list please reach out to us through email: ask@mecardo.com.au 

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.

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.

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.

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.

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.

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.  

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. 

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.

 

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.

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. 

 

This week Rob is joined by John Francis, Director at Agrista Agricultural consultancy to discuss his recent article ( https://www.agrista.com.au/articles-podcasts-tools-analysis/ ) and the key drivers impacting profitability for prime lamb producers. 

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. 

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.

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.