Could winter be when basis starts closing up?
Analysis of shipping data can provide a bit of sneak peek at how Australia’s exports of grains are progressing month by month. While the data isn’t perfect, it does provide a picture about how stressed our grain logistics system has been compared to past periods and forecasts about when and where ships will come into […]
US herd in decline but positive for us
Last week we looked at beef exports, and made some comments around US demand now, and how it might increase over coming years. This week we take a look at US cow slaughter, and how it’s impacting the herd, and it’s positive for Aussie beef producers. The US and Brazil are the world’s two biggest […]
