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Episode 3
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Episode3.net is Australia's leading independent agricultural and commodity markets analysis service.
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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...
March 5, 2025 at 1:55 AM
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/
January 20, 2025 at 11:13 PM
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
January 20, 2025 at 7:01 AM
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
January 15, 2025 at 4:08 AM
ASX wheat prices have gone down this week (so far), whereas CBOT and MATIF (French) have gone up.
#agsky
January 15, 2025 at 4:01 AM
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
January 14, 2025 at 10:38 PM
CBOT Wheat prices up a measly A$1 to A$317.

-Corn hits 6 month high.
-Corn stocks down to 10year low.
January 12, 2025 at 10:36 PM
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.
January 7, 2025 at 11:13 PM
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
January 6, 2025 at 10:21 PM
Market Morsel: Wheat back to a premium

Comparing Australian wheat to the world.

episode3.net/grain/market... #agsky #econsky
January 6, 2025 at 4:35 AM
Market Morsel: The year that was for grain.

How did wheat and canola perform in 2024?

episode3.net/grain/market... #econsky #agsky
January 2, 2025 at 2:07 AM
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
December 18, 2024 at 11:56 PM
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
December 18, 2024 at 12:44 AM
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
December 16, 2024 at 9:47 PM
Market Morsel: Wheat is in short supply.

2025 could be a year of shortages.

episode3.net/grain/market... #econsky #agsky
December 16, 2024 at 12:05 AM
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
December 15, 2024 at 9:13 PM
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
December 12, 2024 at 11:05 PM
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
December 11, 2024 at 10:14 PM
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
December 10, 2024 at 11:07 PM
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
December 9, 2024 at 10:36 PM
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
December 9, 2024 at 12:38 AM
Speculators have increased their net short in US wheat contracts.

This means they are 'betting' on profiting from a falling market. #agsky #econsky
December 8, 2024 at 10:45 PM
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
December 5, 2024 at 9:25 PM
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
December 3, 2024 at 2:48 AM
The wheat, sheep and beef index for Australia.

#econsky #agsky
December 2, 2024 at 12:01 AM