iiinova — where your digital self keeps evolving

Andrew Whitelaw @wheatwatcher.bsky.social · 03/06/2026

The minimum wage has gone up, but when you convert into 2026 dollars, its not far off the late 70s / early 80s.

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Andrew Whitelaw @wheatwatcher.bsky.social · 30/10/2025

Trump gets US soybean farmers winning again........... The market immediately falls.

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Andrew Whitelaw @wheatwatcher.bsky.social · 28/05/2025

Bored? Help us out by testing our new wheat trading simulator It's just a bit of fun, but uses historical data. Can you trade the market? episode3.net/conversation... #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 05/05/2025

The non-religious population in Australia versus the vote for parties other than the coalition/ALP. Correlation does not equal causation. #auspol

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Andrew Whitelaw @wheatwatcher.bsky.social · 05/05/2025

The Australian election is over; the next campaign starts soon. I thought I would share some thoughts I had over the weekend. The political landscape is likely to be very different in the future. I put my thoughts into this article on LinkedIn. www.linkedin.com/pulse/ag-pos...

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Andrew Whitelaw @wheatwatcher.bsky.social · 01/05/2025

AgWatchers Podcast: A complacent nation with John Blackburn AO. John is a retired vice-air marshal. Is Australia at risk in the event of a conflict? This sobering episode is up there with our best content. Apple: podcasts.apple.com/au/podcast/a... Spotify: open.spotify.com/episode/55yx...

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Andrew Whitelaw @wheatwatcher.bsky.social · 18/04/2025

"The importance of independence from your analyst." I wrote a short piece on LinkedIn, you can read it on the link below. linkedin.com/pulse/import...

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Andrew Whitelaw @wheatwatcher.bsky.social · 16/04/2025

I hear a lot of people talking about Australia becoming a Muslim country. It isn't. Australia is becoming a non-religious country.

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Andrew Whitelaw @wheatwatcher.bsky.social · 14/04/2025

This is what comes up when you put in search terms related to agriculture. Interesting because in rural areas I have seen a lot of signs for Palmers party.

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Andrew Whitelaw @wheatwatcher.bsky.social · 14/04/2025

Trumpet of Patriots is running on a platform of 'commonsense policies for all Australians'—although potentially not for agriculture. The leader and funder of the Trumpets has called for an end to our 'fake biosecurity rules'

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Andrew Whitelaw @wheatwatcher.bsky.social · 11/04/2025

This chart combines the AUDUSD forecasts for 36 major financial institutions. A falling Aussie dollar will be beneficial, but only to an extent. If it falls to an extreme, say below 50¢, it would likely only be caused by a substantial economic shock lowering demand for our produce

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Andrew Whitelaw @wheatwatcher.bsky.social · 10/04/2025

I wrote a piece on agricultural subsidies and how Australian farmers largely go it alone. You can read it on my LinkedIn below: www.linkedin.com/pulse/austra... #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 10/04/2025

Australia has one of the lowest rates of subsidies for agriculture in the world. I dont think Australia is guilty of trade manipulation through subsidies. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 06/04/2025

China has been hit with a 34% tariff, which stacks on top of the existing tariffs, giving them an overall 54% tariff on Chinese goods in the United States. Read the rest on the link episode3.net/grain/market... #econsky #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 29/03/2025

I've been looking through a bit of data for a project im working on that revolves around a lot of historical Australian data. I thought this was interesting.

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Andrew Whitelaw @wheatwatcher.bsky.social · 26/03/2025

If you look around the world, there is no correlation between consumer spending on food and consumer spending on drinks/cigs. Even when you remove countries that don't drink for religious reasons, the correlation remains very low. #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 25/03/2025

CBOT Wheat down A$4, and down A$10 from last week. The biggest news was the naval ceasefire on the black sea. Trump has also agreed to restore Russian access to the world for their grain and fertilizer exports. #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 23/03/2025

An important quote about the importance of trade.

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Andrew Whitelaw @wheatwatcher.bsky.social · 20/03/2025

🚢🇨🇳🇺🇸New Trump shipping rule could help Aussie grain but hinder meat. -A$26 per tonne extra to export grain from US -A$1590 extra per container into the US which would impact meat. Read more on the link 👇🏻 episode3.net/conversation... #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 19/03/2025

If we look at historical wheat pricing—and I'm not talking about a decade or two; I'm talking about 700+ years—the wheat price is extremely low. The silver lining is that we have recovered from 760-year lows. Read more in the article on the link www.linkedin.com/pulse/wheat-... #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 17/03/2025

The COT report shows that speculators have increased their net long in wheat this week. This means they have increased their 'bet' that wheat prices will fall. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 17/03/2025

The US coffee industry is lobbying for an exemption on import tariffs. The US doesn't produce anywhere near enough coffee for its demand. A tariff won't protect the domestic producer, it will only hurt the consumer.

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Andrew Whitelaw @wheatwatcher.bsky.social · 13/03/2025

Pretty much a third of Australian exports of beef and sheep are headed to America. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 12/03/2025

Canola futures take another hammering. -Trade considering tariff options. -Canada is set to decrease Canola HA. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 12/03/2025

Canola prices in Australia have tanked. This is largely from tariff woes from both China and Trump. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 12/03/2025

This chart shows the % of seats won by Labor and Lib/Nat at WA elections. Control tended to fluctuate around similar levels with few periods of extreme dominance. The last four elections have seen more extremes, including Lib/Nat dominance.

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Andrew Whitelaw @wheatwatcher.bsky.social · 04/03/2025

Trump trade tactics could hit Aussie red meat Tariffs on ag imports into US to come into effect. Read more on the link below: episode3.net/conversation... #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 03/03/2025

Churchill visiting the white house during WW2. No suit.

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Andrew Whitelaw @wheatwatcher.bsky.social · 05/02/2025

Market Morsel: Australia stuck between two giants. Australia is heavily reliant on China for our ag trade. If China decides to placate Trump, it may not be good news for Aussie producers. episode3.net/conversation... #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 30/01/2025

For the past four years, we have produced a transparent pricing model for Australian landed urea. The chart below shows the modelled price in the darker colour and the actual price in the light colour. The purpose is to show the trend and shine a light on pricing. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 20/01/2025

I am not saying it was an intentional nazi salute, but Elon Musk is intelligent enough to know the symbolism and imagery provoked by this gesture. For those calling it a Roman salute - the Roman salute was adopted by the Italian fascists in the 1920s, followed by Nazi Germany.

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Andrew Whitelaw @wheatwatcher.bsky.social · 20/01/2025

We have had some pretty big export years of Australian wheat of late. #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 17/01/2025

Beans, beans, good for the heart. We quickly look into the soybean situation - factors that can heavily influence canola pricing. episode3.net/grain/beans-... #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 14/01/2025

Alcohol and drug dependence is a huge issue in rural Australia. A few months ago we chatted with @sobergal.bsky.social about it being ok to say no to a drink. You can listen to this @agwatchers.bsky.social podcast on the link below. podcasts.apple.com/au/podcast/t...

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Andrew Whitelaw @wheatwatcher.bsky.social · 13/01/2025

Market Morsel: Corn price hits 6month high on low stocks Ten year low corn stocks could help wheat. episode3.net/grain/market...

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Andrew Whitelaw @wheatwatcher.bsky.social · 09/01/2025

The MATIF (French) wheat contract which corresponds to the Australian harvest is trading at a significant premium.

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Andrew Whitelaw @wheatwatcher.bsky.social · 12/12/2024

There is a lot of press this week about the increase in the value of the ag industry in Australia, hitting a record of A$88bn. The costs are not often mentioned, but they have hit record highs this year. In 2020 and 2021, farm income was record - but that was outwith our control #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 10/12/2024

In the past 20 odd years, Russia has mastivaly increased their contribution to the global wheat trade. As what could be described as a volatile state, this adds risk to the worlds wheat deficit nations. #agsky #econsky.

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Andrew Whitelaw @wheatwatcher.bsky.social · 10/12/2024

Is CBH's dominance in the grain market waning as other exporters jump in? A few weeks ago, I was asked my opinion on new competition in the grain export supply chain in WA. My views are here, and happy to have a bigger chat about them. 👇 www.abc.net.au/news/rural/2... #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 09/12/2024

Comments like this don't really help with showing that we are a progressive and inclusive industry.............

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Andrew Whitelaw @wheatwatcher.bsky.social · 08/12/2024

In agriculture there are great people to have a chat with, and we welcome most on. Out of curiosity, I thought I would see the split in our guests on the @agwatchers.bsky.social podcast between male and female. We are three guests away from 50/50, and this was just all by chance. #agsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 08/12/2024

Most people don’t realise that I am actually a highly proficient chef. 🧑‍🍳 An Indian-Scottish infusion of Haggis pakora. Using the haggis given to me as a gift for presenting for an event run by @dimitys.bsky.social

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Andrew Whitelaw @wheatwatcher.bsky.social · 05/12/2024

Bitcoin has reached new heights. If you sold a bitcoin and bought wheat, you would be able to pick up 520mt

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Andrew Whitelaw @wheatwatcher.bsky.social · 04/12/2024

Food innovation is here, and heavily discounted to get rid of them. Surprisingly quite nice.

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Andrew Whitelaw @wheatwatcher.bsky.social · 04/12/2024

Canola futures have risen following the other oilseeds (palm, soybeans) higher. Although favourable crop forecasts in South America may limit rises #agsky #econsky

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Andrew Whitelaw @wheatwatcher.bsky.social · 04/12/2024

The Australian grain industry lost a lot due to not having access to China for barley. As soon as we had access to them we were back to near record levels of trade.

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Andrew Whitelaw @wheatwatcher.bsky.social · 03/12/2024

Playing ice hockey in Australia when it’s humid usually means low visibility. Makes keeping an eye on a puck and other players very difficult. But it adds to the fun factor

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Andrew Whitelaw @wheatwatcher.bsky.social · 03/12/2024

The wet weather in NSW will impact wheat quality. A wet season leads to bigger premiums for high protein and bigger discounts for low protein.

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