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Andrew Whitelaw

@wheatwatcher.bsky.social
1K followers 1K following 199 posts

Agri market analyst (fertilizer, grains etc). Scottish accent (it's not Irish). Co-Founder of Episode3.net, co-host of the AgWatchers podcast. Based in Canberra, Australia. 🏴󠁧󠁢󠁳󠁣󠁴󠁿🇦🇺

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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 · 09/09/2025
49inch widescreen. I'm sweeping the floors!
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LlamaOfDoom @llamaofdoom.bsky.social · 28/05/2025
I played the Wheat Trading Simulator and finished with $9848.95 (Realised P/L: $-151.05) Period: 7/04/2023 to 4/05/2023 Try it yourself! whitelaw.net.au/wheat_tradin... Seems accurate to RL. 10 day price crash broke the channel and took my fully exposed position with it! Lucky 2 day recovery end!
whitelaw.net.au
Wheat Trading Simulator (BETA)
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Andrew Whitelaw @wheatwatcher.bsky.social · 23/06/2025
It is on my shelf. I have a large number of books that I will read. When I get hospitalised after hockey, I'll catch up.
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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 · 21/05/2025
Two in 10,000: The vital context of animal welfare that the Guardian didn’t include We add the context to the story. Read more on the link below episode3.net/conversation...
episode3.net
Two in 10,000: The vital context of animal welfare that the Guardian didn't include - Episode 3
We add the context to the story.
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Andrew Whitelaw @wheatwatcher.bsky.social · 13/05/2025
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Andrew Whitelaw @wheatwatcher.bsky.social · 05/05/2025
I thought it was maybe because I reduced my fast food intake over the past three months.
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Matt Dalgleish @meatwatcher.bsky.social · 05/05/2025
CPI for Aussie food items from Q1, 2024 to Q1, 2025 shows some big price increases at the retail level over the last year. #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
Thanks.
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Andrew Whitelaw @wheatwatcher.bsky.social · 05/05/2025
Thanks Marcia.
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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 · 29/04/2025
People on the left: "There is no way Dutton can win, no one I know is voting for him" People on the right: "There is no way Albo can win, no one I know is voting for him" It's a bubble, people tend to frequent with others of the same political persuasion. #auspol
media.tenor.com
a man and a woman are walking through a clear bubble on a sidewalk with a no parking sign in the background
ALT: a man and a woman are walking through a clear bubble on a sidewalk with a no parking sign in the background
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Sandra Godwin @sandragodwin.bsky.social · 22/04/2025
Five reports of #varroa mite in Victoria in the past 16 weeks, incl one north of #SwanHill. Much too close for comfort. #beesky #agsky bees.agriculture.vic.gov.au/Public/Varroa
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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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Matt Dalgleish @meatwatcher.bsky.social · 15/04/2025
Thanks James Nason for a detailed description in this Beef Central article (including charts) of my presentation to the Australian Wagyu Association annual conference in Perth last week. #agsky www.beefcentral.com/news/8-chart...
beefcentral.com
8 charts underpinning why EP3 sees cattle prices heading higher - Beef Central
Prices for Australian heavy steers are set to rise from an average of 365c/kg liveweight in 2025 to 400c/kg in 2026, according to an outlook presented to the 2025 WagyuEdge conference by economist and...
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Delwyn Dickey @delwynd.bsky.social · 15/04/2025
Reporting on this is all over the place. 🧐 Canberra confirms Indonesia won't host Russian planes at air force base #agsky #Australia #Putin www.abc.net.au/news/2025-04...
abc.net.au
Canberra confirms no Russian planes to be stationed in Indonesian air base
Indonesia has denied it will allow any Russian long-range aircraft at its air force base after reports send Canberra scrambling.
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Eliza Spencer @amelizajane.bsky.social · 15/04/2025
Can't wait to tell farmers about the fake feral pigs and fake sticky nightshade in their pastures 🫣
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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
Let them eat cake.
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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
Trump argues about Australia having stringent biosecurity protocols but then subsidies US farmers to protect them from his poor trade policies.
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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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Matt Dalgleish @meatwatcher.bsky.social · 08/04/2025
Lucky to record a short podcast with the federal Aust ag minister Julie Collins while at the AMIC conference on the Gold Coast. Listen to her here #agsky podcasts.apple.com/au/podcast/a...
podcasts.apple.com
ALP's offer for agriculture
Podcast Episode · AgWatchers · 08/04/2025 · 26m
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Matt Dalgleish @meatwatcher.bsky.social · 09/04/2025
This podcast was recorded prior to the Trump inauguration but speaks a lot about what may happen. Pleased to see that what was discussed has aged reasonably well. #agsky agmstr.com/3XRivKU
agmstr.com
Ep 66: Market forces shaping agriculture with Matt Dalgleish | Agrimaster
Matt Dalgleish unpacks market trends, global trade, and ag risks in today's interconnected world.
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Matt Dalgleish @meatwatcher.bsky.social · 06/04/2025
A great reminder from my @episode3.net colleague @wheatwatcher.bsky.social about the Trump tariff risks to China and Australian agricultural trade exposures to a potential Chinese economic downturn #agsky #econsky www.farmonline.com.au/story/893341...
farmonline.com.au
China hit hard by Trump tariffs - what it'll mean for Aus ag | Episode 3
China to pay a total tariff of 54pc on goods entering the US.
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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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Matt Dalgleish @meatwatcher.bsky.social · 20/03/2025
Beef imports into Japan lifted 5% in 2024. Top supplier was Aust at 48% then USA on 35%. Aust beef was 12% cheaper than US assisting Aust market share to lift. #agsky #econsky
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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 · 20/03/2025
That's good.
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Andrew Whitelaw @wheatwatcher.bsky.social · 20/03/2025
"Go woke, go broke" Oh wait.
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Matt Dalgleish @meatwatcher.bsky.social · 19/03/2025
Why is China hoarding grains and other commodities? Are they preparing for famine, tariffs or war? #agsky #econsky episode3.net/grain/why-is...
episode3.net
Why is China hoarding grains and other commodities? - Episode 3
Are they preparing for famine, tariffs or war?
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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
Backbreaking work but it looks like you've made good progress.
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Matt Dalgleish @meatwatcher.bsky.social · 16/03/2025
Heifers in US feedlots on Jan 1 was down 3.4% yoy, making up 38.7 percent of total COF.  The Jan 1 inventory of beef replacement heifers was down 1.0% yoy & beef replacement heifers as a % of cow herd is the lowest level since 2011. All suggests no heifer retention underway yet. #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 · 14/03/2025
WW1*
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Andrew Whitelaw @wheatwatcher.bsky.social · 14/03/2025
Feeder steer indicator relationships show some surprises A good article by @meatwatcher.bsky.social in Beef central about the relationships between states in cattle pricing. www.beefcentral.com/markets/feed...
beefcentral.com
Feeder steer indicator relationships show some surprises - Beef Central
In recent weeks there has been a lot of stakeholder interest in feeder steer price correlations and how price trends vary across the Australian states. Here's a handy summary, with a few surprises..Re...
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Andrew Whitelaw @wheatwatcher.bsky.social · 14/03/2025
Your favourite topic.
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