Volume light, demand tight, and a flat EMI

Carmen-Lee Campbell - NSW - SHEEP

The Australian wool market stabilised this week, with the Eastern Market Indicator (EMI) down just 1 cent to 1,189 c/kg, despite currency swings impacting USD values. Offerings rose to 30,931 bales, with a pass-in rate of 8.9%. Season-to-date auction volumes total 1,410,070 bales, down 13.8% (226,420 bales) from last season, reflecting lower supply.

Despite a flat Eastern Market Indicator (EMI), Fine wools saw mixed fortunes with the 17.5 micron guide climbing 28 cents in Melbourne while Sydney’s market moved in the opposite direction, falling by 17 cents. Interestingly, in the fine wool market, the proportion of the Merino fleece offering with low (<1%) VM, good style (MF4), and strength (> 40 N/ktex) remained lower than last season (down 9.3%,12.3%, and 8% respectively)

Crossbred wool performed strongly, with the 26.0 to 32.0 MPGs showing consistent gains, with the 28 MPG in the North rising 15 cents, and the southern 26 MPG also rose by 12 cents. Skirtings remained stable across all regions, while oddments softened, particularly in the South, where lower-yielding lots with higher vegetable matter content were out of favour, dropping 29c to 680 cents.

A 90-day cut in U.S tariffs on Chinese wool products, from 145% to 30%, easing costs for American importers. The move benefits Chinese processors, who handle around 80% of Australia’s wool, and removes some risk of lower demand for crossbred wools used in versatile, cost-effective textile blends.

This week in Mecardo (see here), Andrew Woods explores the seasonal shortfall in auction offerings and questions whether fewer bales necessarily mean lower available supply. The article sheds light on structural changes in grower selling behaviour, which may be supporting current market resilience despite subdued demand.

Next week

Next week’s 30,266-bale offering signals steady volumes, with six weeks remaining in the 2024/25 season.

Click on graph to expand

Click on graph to expand

Data sources: Mecardo, AWEX, AWI, Reuters

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