Grains & Oilseeds

Recent Articles

Market Analysis

Cotton outlook soft

Cotton prices hit extreme highs of AUD 490¢/kg in May before collapsing sharply back to 319¢/kg currently. What happened? And what is the outlook? The

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Market Analysis

Fallacies & furphies in Ukraine

The situation on the ground in Ukraine is fluid, and information is in short supply. In such an environment, taking everything that is reported at

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Market Comment

Hot August Nights

It is hard to believe that it has only been one week since the Black Sea ‘grain corridor’ was effectively signed into existence, so much

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Market Analysis

Sorghum Situation

Summer cropping is a long way off for Australia at this stage, but it is worth considering the most recent global supply demand balance outlook.

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Australian wheat shipping terminal
Market Comment

Safe passage or dead end?

The market is holding its breath on news of a potential grain corridor for the resumption of food products from Ukraine. Information leaking from Turkey

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Market Analysis

Speculators go short on wheat

The ebb and flow of managed money’s interest in agricultural commodities has the ability to strongly influence the market. Speculators have steadily wound back their

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Market Comment

Dome of Death

Ever wondered what keeps grain analysts awake at night? Irrational markets. We have seen at least two examples this week, where the market reacted to

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Market Comment

How to catch a falling knife

The ag commodity complex has gone through a remarkable correction. The value of most commodities in that basket are now at, or lower than, pre-war

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Listen to the podcast

Join the Mecardo team for the Commodity Conversations podcast, where we provide short weekly market recaps and longer conversations with guests to discuss the drivers and trends in livestock, grain and fibre markets.

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Research: Analysis of the Australian sheep flock

In this report for LiveCorp and MLA, we analysed the historical trends in the demographics of the Australian sheep flock, examining domestic factors that influence farm-level enterprise decision making. 

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