Supply limping in winter but buyers don’t appear in a rush

Nutrien Ag Solutions wool shearers.

There were no auctions in the west this week, which brought a lower than typical bale offering. However demand leaned on the weak side relative to the last few months, which still caused indicators to fall.

The Eastern Market Indicator (EMI) fell by 8¢ this week to 1,901¢ in Australian dollar (AUD) terms as the bale offering dropped 26% week on week to 21,230 bales. The AUD rose by 0.7% on the United States Dollar (USD) to 69.88¢ which was enough to bring a rise to the EMI in USD terms, up by 3¢ to 1,328¢. The pass in rate climbed again this week to 8.5% despite the lower offering week on week. Bales sold only totalled 19,415, which is 38% below the average for the past 12 months and the lowest number of bales sold since the 11th of September 2020.

Looking at local market indicators, Sydney fell by 6¢ to 1962¢ and Melbourne was down by 9¢ to 1860¢.

In Sydney, the finer end of the spectrum eased with 17 MPG losing 5¢ to 2583¢ as did the medium end of merino wool with 20 MPG down by 14¢ to 2148¢. However, there was a sweet spot between 18 MPG, which rose by 24¢ to 2522¢ and 19 MPG which was up by 7¢ to 2309¢. Crossbred wool 26 MPG fell by 5¢ to 1160¢ as did cardings, down by 36¢ to 1195¢

In Melbourne, losses were felt across the board, with 17 MPG down by 13¢ to 2591¢, 19 MPG down by 2¢ to 2298¢ and 20 MPG down by 8¢ to 2151¢. Further falls in crossbred wool saw 26 MPG down by 10¢ to 1140¢ and 28 MPG down by 23¢ to 832¢. Cardings also fell by 23¢ to 1162¢.

This week in Mecardo, with wool prices having performed well in the past year, Andrew Woods explores how much of this rise is sustainable, specifically for 20-22 micron wool. Modelling the trend price ratio to synthetic fibre prices is a moving target, depending largely on the supply of 20-22 micron wool (article available here).

 

 

 

The week ahead….

Next week, the bale offering is expected to increase significantly by 52% to 32,397 bales. Auctions are scheduled for Tuesday and Wednesday in Sydney and Melbourne and on Tuesday only in Fremantle.

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Data sources: AWEX, Mecardo

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