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Episode 3 @episode3.net · 05/03/2025

Are farmers getting screwed over on GM canola spread? GM Discount or Non-GM premium. Read more on the link below episode3.net/grain/are-fa...

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Episode 3 @episode3.net · 20/01/2025

The email goes out this morning at 11am (east coast). Articles covering the following: 🔴Middle east peace 🔴Aussie wheat exports 🔴Northerners look for Southern cattle 🔴A new hope for wool 🔴Are oilseeds really bullish? Subscribe below 👇🏻 episode3.net/sign-up/

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Episode 3 @episode3.net · 20/01/2025

Market Morsel: Peace in the middle east to help Aussie ag? Freight rates to fall if peace prevails. Read more on the link below 👇🏻 episode3.net/inputs/marke... #agsky #econsky

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Episode 3 @episode3.net · 15/01/2025

US live cattle futures have been on a tear of late and have hit new records. Australian values have increased, but not at the same rate, causing the discount to increase. #agsky

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Episode 3 @episode3.net · 15/01/2025

ASX wheat prices have gone down this week (so far), whereas CBOT and MATIF (French) have gone up. #agsky

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Episode 3 @episode3.net · 14/01/2025

WA is paying the fines. From Jan 2024 to Jan 2025, the APVMA has issued A$463k in fines. WA received the bulk of them, with one company issued a fine of A$234. #agsky

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Episode 3 @episode3.net · 12/01/2025

CBOT Wheat prices up a measly A$1 to A$317. -Corn hits 6 month high. -Corn stocks down to 10year low.

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Episode 3 @episode3.net · 07/01/2025

Wheat production in 2024 vs the ten-year average (ABARES values). Vic and SA had it tough. Numbers are likely to be revised in February.

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Episode 3 @episode3.net · 06/01/2025

The DXY is an index which tracks the US dollar against a basket of currencies. This dropped overnight. The drop was due to confusion about how hard Trump would be going with his tariffs #agsky

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Episode 3 @episode3.net · 06/01/2025

Market Morsel: Wheat back to a premium Comparing Australian wheat to the world. episode3.net/grain/market... #agsky #econsky

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Episode 3 @episode3.net · 02/01/2025

Market Morsel: The year that was for grain. How did wheat and canola perform in 2024? episode3.net/grain/market... #econsky #agsky

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Episode 3 @episode3.net · 18/12/2024

Russian wheat production forecast to fall further in 2025. The past few years have been huge, the current forecast is around the five year pre 2021 average. #agsky

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Episode 3 @episode3.net · 18/12/2024

New Year, New Rules: eID coming into force. A state-by-state summary. Read the details on the link below, free to access and subscribe. episode3.net/livestock/ne... #agsky

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Episode 3 @episode3.net · 16/12/2024

CBOT Wheat falls A$2. -Saudi Arabia buys 804kmt of wheat on a 595kmt tender -Russian wheat to Syria suspended -Russian wheat prices up. #agsky

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Episode 3 @episode3.net · 16/12/2024

Market Morsel: Wheat is in short supply. 2025 could be a year of shortages. episode3.net/grain/market... #econsky #agsky

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Episode 3 @episode3.net · 15/12/2024

Iron ore is well off its peaks. If China goes through a tough economic time due to Trump tariffs, then it will reduce its demand for ore, which will have an impact on the Aussie economy. One positive for ag exporters is that it might pull the A$ lower

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Episode 3 @episode3.net · 12/12/2024

The wheat stocks to use ratio for the major exporters is at the lowest level since 2007. If the mounting concerns for the Russian crop are realised, then available wheat is going to be very low in 2025. #agsky #econsky

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Episode 3 @episode3.net · 11/12/2024

CBOT Wheat is up A$1. -Jordan, Japan and Thailand are all in the market for wheat (248kmt). -US corn stocks cut -Russian export tax increases to A$78 #agsky

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Episode 3 @episode3.net · 10/12/2024

Market Morsel: Wheat to rocket in price? Poor crops in Russia could be our salvation. The details are in the article, available to read free of charge on the link below. Remember to subscribe to keep informed. episode3.net/grain/market... #agsky

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Episode 3 @episode3.net · 09/12/2024

Wheat has had a rocky road in 2024. We had a huge rise in values in May when concerns were raised about the Russian crop. This was shortlived, and opportunity vanished. In the last couple of sessions wheat values have risen as concerns mount about the Russian wheat crop. #agsky

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Episode 3 @episode3.net · 09/12/2024

Market Morsel: Gambling on wheat Speculators are betting that wheat will fall - are they right? Read more on the link below 👇🏻 episode3.net/grain/market... #econsky #agsky

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Episode 3 @episode3.net · 08/12/2024

Speculators have increased their net short in US wheat contracts. This means they are 'betting' on profiting from a falling market. #agsky #econsky

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Episode 3 @episode3.net · 05/12/2024

Market Morsel: Who won Australian wheat in 2024? Wheat is far more diversified than our other grains. Read more on the link below, free to access as always 👇🏿👇🏻 episode3.net/grain/market... #agsky #econsky

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Episode 3 @episode3.net · 03/12/2024

Market Morsel: Why does it always rain on wheat? It's wet in NSW at the moment. What does that do to grain pricing? Read the details on the link below 👇🏻 lnkd.in/ge_St6Dc #agsky

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Episode 3 @episode3.net · 02/12/2024

The wheat, sheep and beef index for Australia. #econsky #agsky

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Episode 3 @episode3.net · 26/11/2024

Market Morsel: Trump already impacting canola. Trump tariff could cause decline in Australian canola price. Get the details on the link below, 👇🏿👇🏻 episode3.net/grain/market...

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Episode 3 @episode3.net · 24/11/2024

The BOM forecast for rain over the next 8 days. It's set to be quite moist. Victoria could have done with this weather before now.

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Episode 3 @episode3.net · 22/11/2024

Wheat prices recover from 760 year lows. We feed the world, but at what cost? You can read this analysis on the link below episode3.net/grain/wheat-... #agsky #econsky

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Episode 3 @episode3.net · 21/11/2024

Apparently, Black Friday deals are now a thing in Australia. So we are here with our deal. It's a deal, it's a steal, it's the sale of the century. Sign up to get independent commentary and analysis on ag and ag markets - free for life. episode3.net/sign-up/ #agsky

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Episode 3 @episode3.net · 21/11/2024

Chicago and ASX wheat have both averaged up A$2 this week. The average basis between the two is maintained at +A$18 #agsky

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Episode 3 @episode3.net · 21/11/2024

The price of wheat, urea and dap from 60s to present (in 2010 dollars). The trend is similar in these commodities, and they also tend to follow the energy markets. Fertilizer is heavily energy intensive to produce. #agsky

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Episode 3 @episode3.net · 20/11/2024

Australian wheat yields have been rising with record yields in recent years. These higher yields, along with an increase in acreage due to the fall in the sheep flock will likely result in constraints on grain infrastructure - especially in Western Australia.

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Episode 3 @episode3.net · 19/11/2024

Australian cattle prices are trading at a significant discount to US values, this means that there is still some wiggle room if the US introduces the anticipated 10% tariff on all imports.

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Episode 3 @episode3.net · 19/11/2024

Agricultural commodities do not operate in isolation. They are heavily influenced by external (to ag) factors, such as the cost of energy. Energy costs and grain are linked due to the cost of production but also the linkage to biofuels.

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Episode 3 @episode3.net · 19/11/2024

As Australia moves further through harvest, the spread between GM and Non-GM canola has reached the highest (November) discount to GM. This is in part due to the demand for Non-GM into Europe.

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Episode 3 @episode3.net · 18/11/2024

This chart shows the percentage of global stocks of various agricultural commodities held in China, comparing 2015 and 2024.

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Episode 3 @episode3.net · 18/11/2024

CBOT Wheat rises A$3. -US dollar rally stalls -French wheat sowing ahead of schedule. -Ukraine harvest close to complete with 22.4mmt of wheat.

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Episode 3 @episode3.net · 14/11/2024

The US dollar is surging. A stronger US dollar can lead to a decline in the pricing of commodities, as most are traded in USD. This increases the cost for foreign buyers

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Episode 3 @episode3.net · 13/11/2024

RFK jr and the Australian Greens. Closer than you'd expect from a Trump ally. episode3.net/conversation...

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Episode 3 @episode3.net · 12/11/2024

ASX wheat has largely maintained its pricing throughout October.

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