Mob of sheep moving in dusty yard

The Merino section of the market took the credit for the modest improvement seen at auctions this week. The last two weeks of selling have seen a glimmer of support after a period of generally stagnant demand this financial year.

The Eastern Market Indicator (EMI) improved across the week by 9 cents settling at 1,099¢/kg clean, the major driver being the slightly weaker Au$. The EMI in US$ terms was unchanged for the week.

 

The improvement was spread across the Merino MPGs, with the best-performed categories in Melbourne being 16.5 MPG posting a 24¢ lift, and the 20 MPG improving 20¢. In Sydney, the best performers were 17 MPG, up 22¢, and the 17.5 MPG rising 34¢.    

 

The Fremantle market followed the east, with the Western Market Indicator plus 9 cents on last week. It was a similar story across the board for the merino types, however, the Cardings in the west lifted 17 cents, bucking the trend for Cardings in Sydney & Melbourne where they were quoted marginally cheaper.

Crossbred wool results were mixed this week. In Melbourne, the 28 & 30 MPG lifted 5¢ however 26 MPG retreated 13 cents.

Originally 29,971 bales were rostered, with 28,336 bales sold after 5.5% were passed in bales sold. This was 341 more bales than last week.

AWEX reports that after 8 selling weeks in this season, 74,897 fewer bales have been offered, a 21.9% reduction on last year. Clearance to the trade over the eight weeks has averaged 30,824 per week, while for the same period last season 38,897 bales on average were sold.

Andrew Woods on Mecardo this week looked at what appears to be in Western Australia a structural reduction in the flock size (read more here).

By default, the merino wool industry has been pushing prices relative to other (major) fibres upwards by reducing production for three decades. This process appears to be ongoing, especially in Western Australia. Spring rainfall in 2024 remains critical to sheep numbers and wool production for the following year (2025) which is normal. The bigger falls in broader merino micron categories compared to the finer micron categories will maintain pressure on micron premiums to remain at current levels or lower.

Next week

A further 32,121 bales are listed for next week with Melbourne and Sydney selling on Tuesday & Wednesday, while Fremantle will sell on Tuesday only.

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Click on graph to expand

Click on graph to expand

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Data sources: Nutrien Ag Solutions, AWEX, Mecardo

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