AgWatchers

#104 Fertilizer, Grain and Floods

A short AgWatchers market update. We cover the impact of the floods in NSW/QLD on livestock, the action in the wheat market and the impact of the Russian invasion of ag inputs from diesel to fertilizer. Enjoy the weekend!

#102 AgTalkback - Ukraine and Agriculture

We have a live talkback discussion about the Invasion of Ukraine by Russia. We invited Elena Neroba and Masha Belikova, both grain analysts living in Ukraine to let us know how they are.  
We also talk to a whole bunch of different folk about the ongoing situation in Ukraine and its impact. Thanks to our additional guests who contributed:
Switter, Yeti, Stefan Meyer (and his wife), Simon McDougall and Brett Hosking (Sound quality not great at points, but audible.)

#101 Economics 101 with the Kouk.

We have a chat with renowned economist and market commentator Stephen 'The Kouk' Koukoulas about inflation, interest rates, the aussie dollar, negative gearing and a whole lot more. Remember to support the podcast by sharing around. 
 

#100 Ag Talkback - bringing the audience in.

Our 2nd AgWatchers talkback discussion. We start off with a quick market update on livestock and grains. Lots of data on livestock this week, on how the herd is rebuilding which could impact the price. Then the glyphosate issue, Indian lentil tariffs and volatile wheat. 
Then we get into the audience with Ryan Milgate, James Stacey, Amelia Shaw and Gaurav Jain. We get some more detail on lentils, Road issues in Victoria, policy issues in grains and issues with the peri-urban fringe. A lot of variety and a good chat with all the brave guests.  

#99 An Australian first in podcasting.

It's a bit different this week and a lot of fun. We are the first Australian Ag podcast to do a live stream talkback style episode over Twitter spaces. All our podcasts are completely unscripted (as you can tell), but in this one, it was recorded live to the Twitter audience and we gave impromptu invitations for brave guests to join the conversation. The guests include Yeti, Clint Jasper, Martin Murray, Jonathan Dyer, Stefan Meyer and Renée Anderson. We started off with the weekly market update followed by discussions on fertilizer, inflation, cotton, organic farming, durum supply chains, issues with MRL's and a whole lot more.  Remember to support the podcast by sharing it with friends and family. 

#98 Spreading Fertilizer Information with Chris Lawson

Seeding is approaching and farmers have to start making fertilizer decisions if they haven't already. In this podcast, we get AgWatchers regular Chris Lawson, Head of Fert for CRU Group on to have a chat about the fert market. We chat about what is driving the market, the current falls overseas, snake poo as an alternative, new Australian production and dispel some conspiracy theories. 

#97 Give us 13 minutes, we’ll give you the world

A quick update on big drivers of livestock, fertilizer and grains. We cover off on the EYCI projections, herd rebuild, fertilizer 'crash' and grain situation. 
 
 

#96 Absolutely offal

Want to set up your own butchers?We talk about our favourite topic, meat but with a twist. In this episode, we have a chat with former backpacker Jim Arrowsmith who set up the now successful butchers Pacdon Park. A butcher in country NSW supplying British small goods throughout the country, from pork pies to haggis. Pacdon is the largest supplier of haggis in Australia at up to a tonne per week. Keen listeners will know we love offal. Hear all about the issues of setting up your own butchers, supply chain issues, and the seasonal demand for haggis. 

#95 Living in the shadow of war

We chat with Masha Belikova, a grain reporter for Fastmarkets/Agricensus. Masha lives 200k from the Russia/Ukraine border. A frank discussion about what it's like living under the shadow of a conflict, the impact on grain markets, and why the western news is causing anxiety. Remember to share with your networks. 

#94 Will Russia invade?

A quick market update. We cover the impact of Omicron on Matt's health, processing and prices. Then off to grain where we discuss the major issue at the moment - concerns about a Russian invasion of Ukraine.Sharing is caring, remember to send to your friends, family and contacts. 

#93 Commodity Conversations

For the first episode of 2022, we have a chat with Jonathan Kingsman, retired sugar trader and author of a number of books on the commodity trade. We talk to Jonathan about what he learned from his conversations with commodity traders around the world.A must-listen podcast if you want to understand commodity merchants.His books include Commodity Conversations, The New Merchants of Grain, Commodity Crops, The Sugar Casino and Crop to Cup.You can follow Jonathan on twitter @jckingsman or his website commodityconversations.com

#92 Bring on 2022

It's the end of another big year. We talk about what we think were the big events of Ag marketing during 2021, and what to look out for in 2022. 
This year we covered a huge range of topics and industries, thanks to all of our guests. Thanks to those named below who subjected themselves to the podcast during 2021!
Nathanial O'Hare, John Droppert, John Francis, Pat Coole, Trent Osmond, Michael De Kleuver, Brett Hosking, Ryan Milgate, Josh Lamb, Michael Gooden, Warwick Long, Andrew Freshwater, James Stacey, Nigel Hart, Mary Obrien, Mae Connelly, Andy Jacobs, Kerry Lonergan, Jessica Wallace, Chris Lawson, Benjamin Bodart, Corey Ryan, Corey Nesteroff, Justyn Peters, Gabby Chan, Jackie Peacock, Chick Olsson, Simon Keustenmacher, Nathan Cattle, Dwain Duxson, Patrick Hutchison, Angus Street, Andrey Sizov, Fiona Simson, Mark Allison, Zac Halman, Ryan Hoiberg aka Chris, Andrew Henderson, Richard Riordan MP, Tim Neale, Steve Bolt, Doug Fitch, Switter, Senator Susan McDonald,  David Mckeon, Tim Worledge, Marcelo Artal, Hugo Boudet and finally Andrew's mum. 

#91 La Nina and unhappy farmers

We have a chat with Hugo Boudet, an analyst from AgFlow, based in Geneva. We have a chat about La Nina, the EU harvest and why EU farmers aren't happy with the EU government environmental regulations. 
 
 

#90 Sheep shape and fertilizer glimmer of hope.

The sheep flock is rising, and so is the fertilizer price. We've had a whole bunch of questions this week on both the state of sheep and the fertilizer market. We thought it was worthwhile having a really quick update. We cover the sheep turn off ratio and the herd rebuild, the forecasts for lamb pricing, the updated fert model pricing and the light at the end of the tunnel for fertilizer pricing. 

#89 The robots are coming for your grain.

Our podcast sometimes gets berated for lacking intelligence, so we thought we would bring some artificial intelligence onto the podcast. AI is all around us at the moment, from netflix to amazon. It isn't getting all that much attention from the point of view of helping farmers price grain. We have a chat with Marcelo Artal, CEO of Hedgit. We find out what AI is, the opportunities for AI to assist farmers price grain and a whole lot more. 
 
 
 

#88 Wet effect on grain and livestock

A quick market update on the impacts of the wet weather on livestock and grains. 

#87 As raindrops say, two’s company, three’s a cloud.

Rain is impacting the supply chain in Australia and now Canada. You might have seen the images in the press this week of Vancouver and the deluge they have received. We bring back Corey Nesteroff to tell us what is happening and the supply chain impacts of the floods. These rains are impacting the main port for grain and fertilizer exports in Canada. We also talk about the impact of the rains on our own crop. 

#86 Live from Global Grain

In a first for our podcast, maybe the first for any ag market podcast we record to a live audience in Geneva at the Global Grain conference. We chat with Dave McKeon, CEO of GrainGrowers and Tim Worledge, editor of Fast Markets. The chat was all about what is happening in the grain space. What is happening with the barley tariff, the impact of the wet weather and what is happening with government intervention in markets. 

#85 Chinese military helping our market.

We have a quick chat with Michael De Kleuver about what is happing in the wool market. We talk about how Chinese energy woes have impacted wool processing, but also recent military uniforms purchases have assisted the market.We talk about our reliance on China for wool (+90%), and how early-stage processing could feasibly move here.
As always a bunch of topics, including something for everyone. 

#84 A COP out

We have a quick update on the markets. Topics covered include livestock, a moan about COP26, fertilizer woes and the harvest pressure on grain.