
Conflicting impacts on profitability
It feels like déjà vu writing about another conflict starting and the potential impacts on agricultural inputs and outputs. This time it’s Iran, not a

It feels like déjà vu writing about another conflict starting and the potential impacts on agricultural inputs and outputs. This time it’s Iran, not a

I’ll admit to being a bit surprised to see the wheat market continue to rally over the past week. The return to work after the

We recently had a query which came across the desk, (so to speak – in an email to be exact), which asked if canola would

With a truncated trading week due to the US Presidents Day public holiday, combined with much of Asia closed for Lunar New Year celebrations, you

With the feeding sector growing in both beef and lamb industries, along with the traditional large consumers, chicken and pork, there has never been as

Another mostly quiet week in the wheat pits. The Feb USDA and WASDE report barely rated a mention, other than raising US ending stocks and

The Australian dollar relative to the US dollar has lifted to levels not seen since early 2023, and not sustained since early 2022. We all

This weeks commentary is more about macro-economics and geopolitics that anything directly wheat oriented. Having climbed to over 0.70USc, the AUD has tipped over in

The final harvest reports are in, with further updates likely to offer minimal changes. Western Australia has received the promised bumper crop, while receivals on

It has felt like a relatively quiet week in global markets — not entirely surprising given the time of year, or perhaps because other headlines

The global canola trade had another significant shift last week with China reducing tariffs on Canadian canola. The response in the Canadian markets was strongly

“May you live in interesting times” is a phrase often attributed to a 19th-century House of Commons speech. While it reads like a vague blessing,
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