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KW FeedCast

Author: KW Alternative Feeds

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Brought to you by KW Alternative Feeds, this fortnightly podcast covers all you need to know about the raw material markets and topical product information. Ensuring you have up to date knowledge helping you make better informed buying decisions for all your herds needs.
18 Episodes
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In the latest episode of Feedcast hear James Barker and James Butt-Evans discuss the forthcoming USDA report, where the UK wheat market is and the effects of the weather and logistics on the global raw materials market.This Friday sees the latest full acreage report come from the USDA.  This will be an important marker for the short/medium term direction for trade. Potentially this will show an increase in corn acreage and no change for soya, but what will this mean for yield? Continuing in the US, hurricane Ida has caused immense damage to supply and logistics. This has a positive effect on cost at source,  however this has been negated by the impact of increased logistics costs. We have witnessed a leap in price for maize distillers which are up around £10-15 this week, however the futures market has remained stable, suggesting this price rise is due to the transport issues. Staying with logistics, Argentina continues to suffer from low water, this is resulting in boats only being able to be filled to 50-60% capacity. This may of course open up an opportunity for soya should the water levels increase.In positive news soya is good value at the moment with prices falling to the same level as last year. This could be the protein to focus on for winter cover. In the UK rape meal and Ensus wheat distillers continue to be available, with a watch out around location as distribution continues to be an issue here with rising transport costs due to lack of drivers.UK wheat is now 85% harvested with a mixed quality and yield. The negative effect of a small Russian crop and quality issues in France has held the price, but we are seeing London wheat futures taking a dip which suggests there are opportunities to be had. Now is the time to start looking for these small advantages and begin to plan ahead for Winter. As always if you require any further information or help don’t hesitate to contact your KW sales representative.
This episode sees James Butt-Evans and James Barker discussing the current outlook of the raw materials markets with an update on the latest USDA report.This had some bullish surprises for corn and wheat markets.Although the US are still expected to have their second largest corn crop ever, the US carry out for 2021/22 was lower than trade estimates due to the difficult hot weather across some areas of the US. The wheat market has followed in a similar trend as we saw Russian and Canadian wheat production down heavily as hot weather impacted those crops.            In positive news soya was relatively neutral in the USDA report, and prices while higher than last year are still good value in a ration. Grains are currently in a difficult place, however as James says, KW are on hand to discuss further and any alternative options to book forward.
In today’s episode of KW Feedcast, Raw Materials Buyer, James Butt-Evans looks in to the increasing wheat prices and what deals are existing in the markets at the moment.While the barley harvest is now 50% cut and prices are alleviating, wheat is a whole different story. The tightening in the wheat market is due to a variety of factors. Firstly the European harvest, which has been severely delayed by the rain. 50% is now cut, however over 400,000T of boats are waiting to be loaded. The rain has also meant the quality of this wheat is now questionable – although this may have a positive effect for animal feed. Secondly the heat in the US continues to be an issue. A recent wheat quality check in Dakota has seen the announcement of 29.1 Bushels per Acre, well below the 5yr average of 43.6. We are all relying on a good UK crop, but with harvest at under 5% cut at the moment we will have to wait to see if an opportunity does arise.Positively soya prices have dropped for winter and the first part of next summer and wheat distillers are also looking like a good opportunity at the moment.As we have said previously, look for opportunities as they arise and think about what you can do to cheapen your winter ration. It looks as though we are likely to have a season of higher prices than we have seen for the last few years.
In this special edition of KW Feedcast join Dr Michael Marsden, Product Development Director, Paul Mortimer, Sales Specialist and Richard Slack Reginal Sales Manager as they discuss why and when you should feed C*Traffordgold. This episode focuses on how farmers are utilising the unique moist feed C*Traffordgold on farm and the years of trial work that proved it is a moist concentrate feed and very much not a forage replacer. In dairy this means increased margin over concentrates, while maintaining milk yield, butter fat and protein contents as well as yields with no differences in health and fertility albeit the high yeast content will have a positive impact on the rumen. In beef, it acts as a perfectly balanced finisher feed, in conjunction with feeds such as bread, sugar beet feed, and can also be fed to young stock in a simple straw / forage and minerals system.It has all the brilliant benefits of a moist feed – increasing palatability, decreasing sorting and boosting intakes. As well as being packed full of yeast fragments shown to keep the rumen happy, with high energy content between barley and wheat (13.4 MJ ME/Kg DM), 20 percent protein in the dry matter plus a good available phosphorous content, and increasingly important a low carbon footprint.As Paul says; Why wouldn’t you feed it?
The latest issue of Feedcast is brought to you by Chris Davidson, with a tale of weather woe. Over the course of the last week the markets, especially the cereals market, have risen exponentially.For cereals this is due to three major weather events. Firstly the US has seen drought from extreme heat and consequently 20% of the bean and corn crop are now in drought. Secondly, we have seen large areas of flooding in Europe and this has raised questions on the size and quality of the crop. Finally Russia has begun to harvest its crop and yields are a lot lower than expected in areas that were expecting to be the best. Mid- proteins are seeing a similar story, with rape prices reacting to the soya prices, flooding in Europe plus issues with the canola crop in Canada. Canada is the largest exporter of rape seed so a tightening here has impacted the UK prices.Soya has been the quietest over the last fortnight. This is due to soya having a later harvest than corn, so should the rain fall, it may have time to recover despite the existing drought. In these markets it’s very risky to have no cover. Be clear on what you need and the budget you can afford as in these conditions that price can move away from you very quickly.
This episode of Feedcast sees James Butt-Evans and James Barker discussing the impact of the US Stocks and Acreage report that came out last week, what the weather means for prices going forward, EU and UK crop prospects and alternative feeds you could consider in your rations.The US Stocks and Acreage report was a bit of a shock to the market, with lower acreage announced on corn and  soya than was expected. This has resulted in increased volatility especially in soya, with a peak of $25 just 10 minutes after the report was issued. We now see acreage being around 2.5mT short, the question is where will this come from and we won’t know the answers until harvest, suggesting this volatility will continue for the foreseeable future.This makes the US weather more important than ever, with rain forecast in Iowa and the Dakota’s this could help this acreage problem. Just a 5% uplift in Iowa’s crops can offset a 25% decline in the Dakota’s so the weather is now pushing the volatility. In the UK there is better news with a good wheat harvest forecast, which has resulted in a softening of our prices following the last Wednesday spike. Northern Europe has been suffering with heavy rain and humidity which might result in a poorer wheat quality, however that presents opportunity for the feed wheat buyer over a miller, so worth watching.There are still well priced products out there including biscuit meal, Ensus distillers and NovaPro. Now is the time to reassess rations, getting too short of brought materials is not a strategy for success and make sure you keep an eye on the forecast.
In today’s episode Chris Davidson and James Barker discuss the last few weeks in the mid-proteins raw materials markets, before a brief look at soya and cereals.The lack of demand for mid-proteins over the last few weeks has seen the market drop around £30 a tonne. This has had the effect of bringing rapemeal and distillers back down to a more normal price and on a cost per unit of crude protein they are now looking better value than soya.While the soya market is still seeing a lot of volatility the overall price has remained fairly static over the past week. Reports of the US Government looking to support the ethanol blenders has resulted in a dip in the market for maize but also the oils seed market and therefore soya beans. With the USDA report coming out towards the end of the month it is worth keeping a close eye on this market as any benefit may be felt before the report is actually published.On the cereals front the downside in maize has also filtered in to the wheat market. It is worth keeping this high on your agenda as the demand is likely to be high for these products with less competitive products around next year. The strong potential demand has meant there are some good opportunities in biscuitmeal and bread currently.
This episode sees Chris Davidson and James Butt-Evans discussing the volatility of the soya market over the last few weeks. This has arisen due to the short world end stocks of soya and the increasing concern over the dryness of the weather in the US, where over 20% of the country is now in drought conditions. The corn markets are still an issue with a very high price old crop. Like the soya crop, US wheat is again seeing pressure from the dry weather. Over the Atlantic, in the UK, crops are making good progress with much needed rain in May followed by the sun. However there is a while to go before the harvest and there may be issues around the transition of old crop to new crop pricing. Not forgetting the increased demand expected on the crop following the reopening of Vivergo in early 2022.
This episode sees Chris Davidson and James Butt-Evans discussing the current outlook for the raw materials markets and why, before giving their thoughts on forward buying. Should you cover on soya, rape or wheat yet?This fortnight has seen a weakening in the soya market, with the US planting going well. However the market remains tight and timing will be everything, so you will need to be careful not to miss the opportunity. Mid-proteins such as rapemeal are still very high due to the lack of competition out there at the moment. There have been issues with seed across Europe and again, the crop is very tight. However opportunities could arise as demand for monogastric diets begins to fall. Finally cereals, these have begun to fall in price but are still high in comparison to previous years, partly due to lack of maize availability, the question is will they fall further?We need to keep a close eye on these markets for opportunities over the next 2-4 weeks, and we are on hand to help if you want to discuss it further. 
Chris Davidson and James Barker are back to talk you through the turmoil of the raw materials markets at present.This episode focuses on the shortness of the world crops, from mid proteins like rapemeal and soya, to cereals such as maize, and how this is affecting market pricing. These shortages on a longer term basis mean that old crops are looking expensive, and new crops while less at the moment may not remain so.Now is the time to look at UK based alternatives such as  Novapro, faba fibre, sodawheat and biscuitmeals. While now is not the time to look at covering forward the new crop prices should be watched carefully as the world shortages in soya and maize may mean any supply is outstripped by the demand.
Episode 7 brings you Chris Davidson and James Barker discussing the significant changes in the cereal and mid-protein markets seen in the last two weeks. With the markets short of cereal, rape seed and distillers the next few months could be messy.Cereals – wheat and barley have seen a dramatic rally as demand remains stronger than expected following the dry weather affecting grass growth and slowing turn out. Mid-proteins – Rape seed has seen an unexpected but dramatic increase in price, following some small declines, which has caught everyone off guard. It is time to look for different solutions to these products. It is not all bad news, at the moment the soya price remains steady with good availability and shipments, although worth noting there is a world tightness on this commodity, so how long will this last? Biscuit meal is being offered at a discount in response to the high wheat prices and on a fibre front, soya hulls seem to be the cheapest commodity out there. The new crop prices have rallied but it is worth holding your nerve on these as this could be linked in to the existing old crop prices. In summary, we need to keep looking for alternatives to the traditional feeds and watch that weather and how it affects plantings and growth in the new crops.
In the latest episode the team focus on how the US planting intentions report has affected pricing in the last week. The South American soya crop has everything going for it right now, but prepare for change, and the influence of this on the rape meal prices. The UK wheat crop remains tight, leaving biscuit meal a worthwhile investment for the summer.This is a summer for alternative feeds that present the same feed value but are better priced than the traditional crops. With the market underpinned for the foreseeable future you need to take advantage where you can.
James Butt-Evans and Matt Stearn look in to the minerals, urea and fats markets and how the pricing of these products is looking for the remainder of the year.Global market factors can affect the pricing in the UK; be that a boat stuck in the Suez canal, Biden’s green policy around biodiesel or even a chemical fire in BASF, Germany! The team talk you through how these global events are affecting prices in urea, minerals and palm fats foreseeing that they are likely to remain high for Q2, before hopefully smoothing out in Q3 & 4.
Chris Davidson and James Butt-Evans share their thoughts on the Raw Materials markets affecting feed buying. This episode focuses on the current soya market, the downside we are seeing and how ASF could play a role in forward demand. To buy or not to buy, that is the question. The risk around the Argentinian crops and what this means for UK supply as well as what the delay to the Brazil cutting might mean for the Safrinha crop planting. Meanwhile closer to home the advice for cereals is although the markets may have fallen slightly, this is not likely to last long. It is time to think about the price you can afford and booking it in.
Chris Davidson and James Butt-Evans share their thoughts on the Raw Materials markets affecting feed buying. This episode follows the Government’s announcement of E10 being introduced in to forecourts in September and the reopening of Vivergo. Long-term this will be great news for mid-proteins on farm, however wheat markets are likely to see increase volatility as demand outstrips supply . The markets are less bullish than in previous weeks but products will need to be picked as opportunities arise. There are immediate opportunities in Soya Hulls as a great source of fibre, NovaPro discounts, a great alternative to soya and potentially rapemeal, as well as deals to be done on Sodawheat.
Chris Davidson and James Butt-Evans again share their thoughts on the Raw Materials markets affecting feed buying. This episode focuses on the outcomes from the USDA report released on 9th February, leading to increased buying opportunities in the short term. The cereal demand in the UK at present and the risks presented from the wholesale sector around when lockdown finishes and the lack of imports of wheat. Before wrapping up with an opportunity in moist feeds to allow you to average your feed prices and extend feed in to the summer.
Recorded on 1st February 2021, this highlights the raw materials markets at present. Focusing on the soya and cereal markets and the alternatives out there.Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise.  Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri.
FeedCast - Pilot

FeedCast - Pilot

2021-01-2021:12

Recorded on 14 January 2021, this highlights the raw materials markets at present. Focusing on high prices on soya and cereals and the alternatives out there.Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise.  Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. 
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