AgWatchers
#117 Livestock in sheep shape.

#117 Livestock in sheep shape.

May 9, 2022

We have a chat with the newly minted CEO of Sheep Producers Australia, Bonnie Skinner. A lot is happening in the livestock space which has an impact on sheep (and cattle). We cover off on sheep live export shemozzle, if ALP win is it banned or not banned?

The difficulty in wool, and the 'fight for acres'. How do you keep growing the wool industry if there are no shearers. 

Food and mouth disease was discovered close to Australia in Indonesia, just a few weeks after discoveries of lumpy skin disease. Does this pose a risk to the Australian livestock space?

#116 The Cupid of Agriculture

#116 The Cupid of Agriculture

May 6, 2022

He's done more matchmaking than tinder and match.com combined. We talk to the living legend that is Ryan Hoiberg (Rimfire Resources), the inspiration of the 'Chris Hoiberg Tangent'. 

We brought him back to discuss the issues facing Australian labour at both a farm and corporate agribusiness level. 

#115 Government created black swans

#115 Government created black swans

May 2, 2022

A quick update for the start of the week, as we debate the risk of government interventions in markets. Are government interventions good or bad, we look through the past and present interventions and how they impact - usually through unintended consequences. 

 

Remember - Sharing is caring. 

#114 Inflated interest in inflation

#114 Inflated interest in inflation

April 27, 2022

We have a chat with Matt's old colleague from his currency trading days at ANZ, Dion Ciavola. Dion runs his own money transfer service (Forex Sport). 

We chat about the inflation numbers, the likely increase in interest rates, and recent slide in the A$. 

Lower A$ is good for exports, but bad for imports. 

#113 What is in store for fertilizer pricing?

#113 What is in store for fertilizer pricing?

April 22, 2022

We talk to regular AgWatchers guest Chris Lawson, head of fertilizers for the analyst firm CRU. 

In this discussion, we talk about the impact of Russian sanctions, new plants in Australia, Sri Lanka banning synthetic fertilizer, where prices in Australia will go and a lot more. 

 

#112 Elections, Lumpyskin and diverse opinions.

#112 Elections, Lumpyskin and diverse opinions.

April 15, 2022

We have a chat with Gillian and Mark Fennell about a huge range of issues around rural politics, the cattle industry and the outbreak of lumpy skin disease. 

An interesting point we talk about is diversity of viewpoints when it comes to making decisions. 

Happy Easter all. 

#111 Indian FTA, US Crop disaster? and livestock into China

#111 Indian FTA, US Crop disaster? and livestock into China

April 8, 2022

A quick market update on the main drivers in the livestock and grain markets. We spent the weekend. 

Topics covered include US crop conditions, Indian free trade agreement and why it is better for livestock and a few others. 

Remember to share about. 

#110 Should consumers be paying more for food?

#110 Should consumers be paying more for food?

April 4, 2022

We have a chat with the CEO of Egg Farmers Australia, Melinda Hashimoto. Melinda thinks that consumers have to pay more for their eggs. 

In this discussion, we ask the big questions, and cover the increasing cost of farming eggs in Australia. 

#109 The end of an era with Malcolm Bartholomaeus

#109 The end of an era with Malcolm Bartholomaeus

March 30, 2022

We were lucky to be the last official engagement of Malcolm Bartholomaeus before he heads off into retirement. Malcolm is a respected analyst, and was at the forefront of his game in Australia - and practically invented the field of ag markets analysis and price discovery here. 

We talk about the changes that Malcolm has experienced over his career from 1990 to 2022. 

#108 China coming back for barley?

#108 China coming back for barley?

March 25, 2022

Just the two of us, as we provide a market update. We cover off on whether lamb is cheap compared to cattle, or cattle expensive compared to lamb. We then talk about developing crop issues in China and the US, and the possibility of China coming back for barley. 

Just the two of us. 

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