Lean supply fuels competition despite a rising dollar

OLYMPUS DIGITAL CAMERA

The wool market rebounded in US dollar terms this week, coming off a two-week lull where it sat at the lower end of the recent trading range. A year ago, the AUD hovered at similar levels to where it is now, yet wool prices are roughly 10% lower.

The Eastern Market Indicator (EMI) picked up just 1¢ on the week, settling at 1,135¢/kg. The Western Market Indicator also lifted 2¢ to 1,275¢/kg. A rise in the AUD didn’t turn away buyers this week. With the AUD ending the week 0.7US¢ stronger, the EMI in USD terms landed up 9¢ at 754¢/kg.

In Sydney the Merino market strengthened this week, with high clearance rates as 16.5 to 20MPG’s gained between 13 and 27¢ on last week. Crossbred prices were stagnant at last week’s levels. Sale results were more mixed in Melbourne and Fremantle, but generally most Merino MPG’s ended the week slightly higher. 17.5MPG in Melbourne declined 9¢ over the week, falling closer in line with prices in Sydney. This was the largest week on week loss for the Merino fibre segment, but Merino cardings in Melbourne lost 16¢ on the week.

A smaller offering helped to keep competition alive despite the stronger dollar. 35,436 bales were offered to the trade this week, down from 38,476 the week prior. With a pass in rate of 6.3% nationally, 33,189 bales were sold. This was a decline of 5% week on week.

 

It is somewhat comforting to know that wool is not in this price cycle alone. Another luxury good, fine wine has also experienced weaker demand and prices since 2023. As shown in this week’s analysis by Andrew Woods (read here), the price of Merino wool and a fine wine index correlate fairly well, presumably responding to similar macroeconomic signals. 

The week ahead….

Next week 39,319 bales are currently rostered for sale, with a one-day sale in the West on Tuesday as just 6,233 bales are on offer.

Have any questions or comments?

We love to hear from you!
Print This Post

Click on Table to expand

Click on graph to expand

Click on graph to expand

Data sources: AWEX, ICS, Nutrien Ag Solutions, Mecardo

Have any questions or comments?

We love to hear from you!
Wool bales inspection
Wool

Wool supply update

Greasy wool supply is top of mind in the upper stages of the supply chain as mills balance low stocks, potential increases in demand, and

Read More »
Wool

The wool unwind continues

The wool market eased again this week, marking a fourth consecutive week of decline, albeit at a slower rate than previous weeks, as the Eastern

Read More »

Want market insights delivered straight to your inbox?

Sign up to the mailing list to get regular updates to new analysis and market outlooks

Independent analysis and outlook for wool, livestock and grain markets delivered to you as it’s published

Commodity conversations podcast cover image, a illustration of a sheep standing on a cow's back with grain either side
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.

156A7986_LQ-oxuut6zdthc8o09e5yux8merbgc55xv1zecznd47xo (2)
MEET THE TEAM

Our team of market analysts are recognised as leaders in Australian Ag market analysis, providing invaluable insights to help you navigate the ever-changing commodity landscape. 

SERVICES AND CAPABILITIES STATEMENT BROCHURE

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.