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Commodity Conversations

Commodity Conversations

Author: Mecardo

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Mecardo's market analysts bring you Commodity Conversations, sharing the stories behind what's driving livestock, grain and wool market.
268 Episodes
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This week, Rob Hermann, Olivia Agar and Ethan Woolley discuss the key takeaways from the latest Mecardo quarterly report for Q1 2024.  to sign up to the mailing list please reach out to us through email: ask@mecardo.com.au 
This week Rob is joined by John Francis, Director at Agrista Agricultural consultancy to discuss his recent article ( https://www.agrista.com.au/articles-podcasts-tools-analysis/ ) and the key drivers impacting profitability for prime lamb producers. 
This week Olivia is joined by Andrew Holt, Senior Account Manager & Divisional Livestock coordinator with Nutrien Ag Solutions. They discuss the impact of the big rain event on the East Coast for cattle markets in the short term.  
This week Rob is joined by Mecardo's Senior Livestock analyst Angus Brown to give an update on the lamb job. They discuss the impacts of elevated slaughter and the return of the Middle East Bag Lamb market. 
This week, Olivia Agar is joined by Matthew Haddrell, Senior Agricultural Analyst with Beef + Lamb New Zealand LTD. Matthew joins to discuss how the livestock markets in New Zealand are shaping up in 2024 and some of the key drivers causing changes in the flock. 
This week Rob is joined by Mark Symes, Southern Region Wool Manager for G.Schneider. Rob and Mark discuss what is driving demand in the wool market with insights from key customers in China and Europe.
This week Rob is joined by Ripley Atkinson, Australian Livestock and Commodities Manager with StoneX Financial.  With cattle herds in Australia and the US a big topic of discussion, Ripley joins us to discuss the opportunities and key drivers behind the future US herd rebuild and the resulting opportunities for the Australian Beef Industry. 
This week Rob is joined by Prime lamb producer Charlie de Fegely who manages the Quamby property in Ararat, Victoria. Charlie, his partner Liz, and their sons have been innovative, progressive producers looking to maximise productivity and Charlie discusses how they've managed the last 12 months of the turbulent lamb and sheep market. 
This week, Rob is joined by Jessica Clarke, Market Reporter for Argus Media to discuss the Northern cattle indicators and how the season is developing for grain fed cattle markets this season.  
This week the Mecardo team (Rob Hermann, Olivia Agar & Ethan Woolley) discuss the key insights from quarter 4 of 2023 in commodity markets including the livestock market turnaround, freight issues and wool premiums.  To be added to the Quarterly report mailing list, please reach out to us on ask@mecardo.com.au
This week, Rob is joined by Stewart Raine, Victorian Wool brokerage lead with Nutrien Ag Solutions, to discuss the impact of the large wool offerings at auction to begin 2024 and the improving sentiment as we approach superfine sales in the next few weeks. 
This week Rob is joined by commodity conversations regular Ron Rutledge, Livestock Development Manager with Nutrien Ag Solutions, to talk about the positive start to the year for cattle and sheep markets.  They discuss recent weaner sales and the balance of the market drivers and new found confidence in buyers and sellers.
This week Rob is joined by commodity conversations regular Michael Whitehead, Head of Food, Beverage and Agribusiness Insights with ANZ. Rob and Michael discuss some key takeaways from the Summer edition of the ANZ "Agri InFocus" Commodity insights report.  
This week Rob Hermann is joined by Tom Silcock, former president of the Australian Merino Sire Evaluation Association. Rob and Tom discuss the future of Merino Sheep and market influences on breeder ram choices.
This week we continue with Part 2 of Rob's discussion with David Cornish, Director of the Centre for Professional Development at Marcus Oldham College which can also be heard on the AgTalk Podcast.  In this iteration, David and Rob discuss where the world is at with grain, oilseeds, and wool markets. 
This week David Cornish, Director of the Centre for Professional Development at Marcus Oldham College interviews Mecardo's Robert Hermann as a 2-part series which can also be heard on the AgTalk Podcast.  In this iteration, David and Rob discuss how cattle and sheep markets have changed in recent times. 
This week Ethan Woolley is joined by Courtney Tourle, Animal Production Specialist with Nutrien Ag Solutions based in Central West NSW.  Courtney discusses the benefits of early weaning and livestock nutrition strategies to make the most out of dry conditions. 
This week Olivia Agar and Ethan Woolley discuss harvest progress, drivers impacting the global grain market as well as an update on the sugar and cotton markets. 
This week Rob Hermann and Ethan Woolley discuss some of the key market highlights in commodities covered in Mecardo's latest Quarterly report. To access the quarterly report, reach out to the Mecardo team by email, ask@mecardo.com.au 
This week on episode 250, we have a heavy focus on the lamb market as Rob is joined by one of our favourite guests, Will Barton, CEO of Gundagai Meat Processors. Rob and Will discuss the supply and demand system at play with lambs currently and look ahead to the Summer.  
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