Mecardo
Commodity Conversations
Mecardo's market analysts bring you Commodity Conversations, sharing the stories behind what's driving livestock, grain and wool market.
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Episodes
Spring lamb supply picking up pace - 11th November 2022 11.11.2022 14:18
It's that time of year when the lamb markets start to pick up the pace. Spring lamb supply is up and paired with constant wet weather, flooding, and public holidays the last few weeks have been enormous. In this episode, Robert Herrmann chats with Ron Rutledge about where we are today regarding the flow of lambs to market, what the road map is, and where opportunities can be found.
Market insights Q3 2022 – 4th November 2022 04.11.2022 22:03
Off the back of our recent quarterly report, this week in Commodity Conversations, Olivia Agar and Robert Herrmann catch up to discuss the key trends and factors impacting our core commodity markets over the recent quarter. Read the report here https://mecardo.com.au/reports
Wool weathering the storm(s)– 28th October 2022 28.10.2022 13:37
Stewart is the Tasmanian state wool manager, with Nutrien Ag solutions, he’s worked nearly all over Australia, with 30 years’ experience as a wool classer, auctioneer and buyer. This week Stewart chats with Rob Herrmann about all things wool – from current price movements, export demand signals, shearing backlogs, Stewarts outlook for 2023 and more.
Managing risk with cattle swaps – a new era for Aussie beef, 21st October 2022 21.10.2022 15:06
While swap contracts have been a key part of grain trading in Australia for a long time there’s been no such option for cattle traders – until now. Tim Jude, livestock and commodities broker for Stonex joins us this week to discuss the mechanics behind the new swap contracts, the wide range of businesses which can potentially benefit from it and how it’s being received in the industry so far. ...
Unseasonal seasons – 14th October 2022 14.10.2022 14:26
It’s a mixed bag of old and new season lambs hitting the yards this week and to help us navigate through the current sheep and lamb supply outlook we have Adam Mountjoy, Southeast regional wool & livestock lead at Nutrien Ag Solutions with us. Adam’s insights from his travels around regional saleyards in south-east help make sense of the lamb supply story, processors managing the flow and opportu...
Macro-factors rain on markets – 7th October 2022 07.10.2022 15:38
Volatility in agricultural markets continues to be the name of the game this year as commodities continue their roller coaster ride up and down. In this week’s episode Rob and Liv from Mecardo discuss the macro-economic factors weighing some markets down and what producers can do in the face of market volatility. They also discuss the current price difference between the sheep and cattle markets o...
Iberian agriculture uncovered – 30th September 2022 30.09.2022 17:57
This week we called in to check on Rob Herrmann who is currently travelling in Spain & Portugal. Although he’s on vacation, Rob’s been keeping a keen eye on the agricultural landscape in those countries and shares some of his observations with us around the similarities and differences with Australian agriculture. Grab your favourite tempranillo, some pan and enjoy this week’s chat with Rob, live...
Connections in the saleyards - 21st September 2022 21.09.2022 25:30
Saleyards are the hive of activity for many regional areas. For hundreds of years, they have been an important connection and community interaction point for people living in rural areas. Heather Ellis from BlueWren connections, has produced a report on the social value of the saleyards, an initiative of The Australian Livestock Markets Association, highlighting some crucial ways that saleyards su...
FMD & LSD, a report from Bali – Friday 16th September 2022 16.09.2022 23:23
The FMD & LSD threat is still on our doorstep despite not dominating headlines as it was recently. This week we bring you an ‘on the grounds’ report from Dr Ross Ainsworth about the outbreaks in Indonesia, the local response to the situation and likelihood of either of the diseases spreading to Australian livestock. Dr Ainsworth has 40 years plus working as a vet with large animals, mainly in the...
The grains & oilseed flipside – 4th September 2022 04.09.2022 18:44
The grains & oilseed markets have been on a roller-coaster ride this year with prices for many crops reaching all-time highs earlier in the year before recently settling back down to pre-Russian invasion of Ukraine levels. Nick Booth from Next Level Grains Marketing joins us on episode 200 to talk us through the reasons behind the volatility this year and what we can expect going forward. As alwa...
From milk to grass - the science behind weaning, 28th August 2022 27.08.2022 19:12
Good weaning practices provide the foundation for an animals genetic potential to be fully reached. Rob Bell from ProAgni, joins us this week to discuss the keys to a successful weaning program with some interesting scientific insights and good practical advice on the transition period from milk to grass for weaners and calves.
Behind ’the gavel’ with AuctionsPlus - 19th August 2022 19.08.2022 19:18
AuctionsPlus have recently released its’ second edition of “The Gavel”, and this week on the podcast we have their chief economist Tim McRae on to share the key insights, stories and challenges facing Australian livestock producers from their producer survey.
Herd primed for growth 12.08.2022 18:23
Restocking and breeding up has been a driving feature of the Australian cattle market since the breaking of the drought. While the market has come off the boil slightly, there are always opportunities to be found whether it's in genetics, branding or trading. This week we're talking with Andrew Hosken from Hosken Stock and Land to see how the season is progressing, what markets are performing well...
Getting off the sheep & lamb market rollercoaster - 5th August 2022 05.08.2022 19:33
There are plenty of challenges around in sheep and cattle markets but the underlying fundamentals for red meat demand remain strong. Ron Rutledge, Livestock Development Manager at Nutrien Ag Solutions, joins us today to share his insight into why we are seeing a rollercoaster ride on the sheep & lamb markets, what the outlook is for the spring flush, demand for meat and cattle market dynamics.
The digital future of the livestock industry - 29th July 2022 31.07.2022 21:06
Data-driven insights and efficiencies for livestock marketing is speaking our kind of language, and Joel Rockes, Founder and Managing Director of Agrinous, has this at the core of his vision in digitising the livestock sector. Joel joins us to share how they are making this a reality, and some of the challenges & opportunities along the way.
Old season lambs dragging the chain – July 21st 2022 21.07.2022 16:39
There’s a lot of pieces to the sheep & lamb supply puzzle at the moment with more plenty of old season lambs still trickling through as we approach the traditional influx of new season lambs in spring. To help us understand what’s happening on the ground and what might be around the corner, we’ve got Adam Mountjoy, Regional Livestock lead for Nutrien, back on the podcast to share his insights arou...
Market insights Q2 2022 – July 20th 2022 20.07.2022 14:21
On this episode of commodity conversations, Olivia & Rob bring you the key stories & insights from Mecardo’s latest Quarterly Market Insights report for Q2 2022, covering the trends and movements in commodity markets as well as the outlook. Key topics: Quality issues and an extended season put pressure on ovine markets Bullish fundamentals for grain & oilseed remain Cattle market falls from its p...
Non-mulesed pathway driven by data & a whole farm perspective – 16th July 2022 16.07.2022 20:56
Demand for non-mulesed merino wool shows no sign of abating and as the dominant producer of merino wool, increased supply will have to come from Australia eventually. This week we have Sally Martin from Sheep Metrix talking to Rob Herrmann about her & her teams approach to farm management including producers on the non-mulesed path. Sally has 30+ years of experience working in the sheep industry a...
Will ag commodities weather the storm? – 8th July 2022 08.07.2022 33:46
With headlines dominated by news of economic downturns nearly everywhere you look, due to a perfect storm of rising interest rates, ongoing logistic issues, covid resurgences & general political instability, not to mention Russia’s war on Ukraine - this week we bring you part 2 of David Cornish, director of Agribusiness at Marcus Oldham & Rob Herrmann from Mecardo, where the two discuss lamb, goa...
More mouths, more money & Australia in prime position – 1st July 2022 01.07.2022 31:59
Covid-19, the Russian war on Ukraine, logistics issues & and growing global population are all combining to create a perfect storm, mostly driving up commodity prices. David Cornish director of Agribusiness at Marcus Oldham interviews Rob Herrmann on the big factors or trends affecting agricultural commodities in the world right now, as well as the underlying demand driving commodity markets. This...
Rising weights & falling grain, market wrap with Mecardo – 24th June 2022 24.06.2022 15:12
Plenty happening in Ag markets again this week. Oliva Agar & Robert Herrmann discuss rising cattle weights, new crop production forecasts, wools market share and sheepmeat exports. Head to the Mecardo website for all of this weeks analysis.
Maximising sheep & lamb health - 17th June 2022 17.06.2022 15:03
Dr Paula Gonzalez-Rivas is the Technical Services Manager for Nutrition at Virbac and on today’s episode she discusses some of the latest products developed by Virbac in relation to sheep health and the potential benefits they can bring to Australian sheep farmers. About Virbac: Virbac (Australia) Pty Ltd is a specialist animal health company with its core business in sheep and cattle products,...
Research cuts to agriculture when we should be investing more than ever - 11th June 2022 10.06.2022 20:06
Charlie de Fegely, Dobie, south of Ararat, along with his family, run 9,000 composite ewes, turning off lambs in November. In 2019 he was awarded the biennial AW Howard medal for excellence in pasture research. It is believed to be the first time a farmer has been awarded the prestigious pasture improvement medal. Charlie has been a long term advocate of science based research and is well positio...
The sustainability story - 3rd June 2022 03.06.2022 23:05
The sustainability of wool as a fibre and sheep as a production system in Australia is well understood by those in the industry, but we can’t expect that end customers see it the same way. Ed Storey is president of Wool Producers Australia and joins us to talk to the trust in Australian wool, the sheep sustainability framework and why we need to give customers confidence in its provenance and our...
FMD & LSD - has the risk increased? 27th May 2022 27.05.2022 28:15
Australia's sheep & cattle meat is highly sought after around the world, partly because of the strict biosecurity standards and clean green reputation of our livestock industry. We’re not immune to unwanted diseases entering our country however and the potential devastation they can cause. This week we turn the tables and Meridian Agriculture’s Mike Stephens is interviewing Rob Herrmann. Mike is t...
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