Looking to China for wheat upside
Last Friday’s market comment made some interesting points on Chinese wheat production problems, and how they could impact world markets. Given these issues, it’s worth
Last Friday’s market comment made some interesting points on Chinese wheat production problems, and how they could impact world markets. Given these issues, it’s worth
This time last week, the freshly-inked grain corridor deal had seen wheat prices tumble. The last week in May in particular was quite brutal in
With the World Agricultural Supply and Demand Estimates (WASDE) providing the market with a baseline balance sheet, markets have gone back to shifting in line
Last week we covered the headline numbers from the United States Department of Agriculture (USDA) World Agricultural Supply and Demand Estimates (WASDE) report. This week
At the absolute last minute, Russia rolled over and rubber-stamped the Black Sea grain corridor for another 60 days. This is despite getting no concessions
The May release of the United States Department of Agriculture (USDA) World Agricultural Supply and Demand Estimates (WASDE) report is one of the most anticipated
Will they, or won’t they? As the Russian stipulated corridor deadline approaches, the UN has been facilitating talks aimed at extending the deal. As of
Since the heavy fall back in March, canola prices have been relatively steady. Relative to what we have seen over the last three years (where
It has been a theme on high rotation. The one where market analysts say the market can’t go down forever. The one where analysts point
A week is a long time in commodity markets. Last week we looked at wheat values and whether it was worth growers making a start
The bullish news is all unwinding, with a huge Russian grain crop expected and the weather improving in the US. Elsewhere China cancels a cargo
ANZAC Day traditionally signals the start of the winter crop sowing program for Australia’s cereal producers. This year the start has been kinder than normal,
Sign up to the mailing list to get regular updates to new analysis and market outlooks
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.
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.
We don’t just bring you the most up to date market insights. Find out more about Mecardo’s services including risk management advisory, modelling, benchmarking, research & consultancy.
© 2020 Mecardo | All rights reserved | Website Design by Tech Studio