Andrew Whitelaw
@wheatwatcher.bsky.social
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. 🏴🇦🇺
Co-Founder of Episode3.net, co-host of the AgWatchers podcast.
Based in Canberra, Australia. 🏴🇦🇺
Trump gets US soybean farmers winning again...........
The market immediately falls.
The market immediately falls.
October 30, 2025 at 5:00 AM
Trump gets US soybean farmers winning again...........
The market immediately falls.
The market immediately falls.
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
It's just a bit of fun, but uses historical data. Can you trade the market?
episode3.net/conversation... #agsky #econsky
May 28, 2025 at 7:52 AM
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
It's just a bit of fun, but uses historical data. Can you trade the market?
episode3.net/conversation... #agsky #econsky
The non-religious population in Australia versus the vote for parties other than the coalition/ALP.
Correlation does not equal causation.
#auspol
Correlation does not equal causation.
#auspol
May 5, 2025 at 7:57 AM
The non-religious population in Australia versus the vote for parties other than the coalition/ALP.
Correlation does not equal causation.
#auspol
Correlation does not equal causation.
#auspol
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...
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...
May 5, 2025 at 1:05 AM
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...
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...
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...
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...
May 1, 2025 at 2:53 AM
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...
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...
"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...
I wrote a short piece on LinkedIn, you can read it on the link below.
linkedin.com/pulse/import...
April 18, 2025 at 2:41 AM
"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...
I wrote a short piece on LinkedIn, you can read it on the link below.
linkedin.com/pulse/import...
I hear a lot of people talking about Australia becoming a Muslim country. It isn't. Australia is becoming a non-religious country.
April 15, 2025 at 11:32 PM
I hear a lot of people talking about Australia becoming a Muslim country. It isn't. Australia is becoming a non-religious country.
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.
April 14, 2025 at 10:46 PM
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.
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'
The leader and funder of the Trumpets has called for an end to our 'fake biosecurity rules'
April 14, 2025 at 12:10 AM
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'
The leader and funder of the Trumpets has called for an end to our 'fake biosecurity rules'
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
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
April 11, 2025 at 7:35 AM
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
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
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
www.linkedin.com/pulse/austra... #agsky
April 10, 2025 at 4:24 AM
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
www.linkedin.com/pulse/austra... #agsky
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
I dont think Australia is guilty of trade manipulation through subsidies. #agsky
April 10, 2025 at 2:38 AM
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
I dont think Australia is guilty of trade manipulation through subsidies. #agsky
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
Read the rest on the link
episode3.net/grain/market... #econsky #agsky
April 6, 2025 at 2:37 AM
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
Read the rest on the link
episode3.net/grain/market... #econsky #agsky
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.
March 29, 2025 at 7:51 AM
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.
An important quote about the importance of trade.
March 23, 2025 at 10:46 PM
An important quote about the importance of trade.
🚢🇨🇳🇺🇸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
-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
March 20, 2025 at 9:48 PM
🚢🇨🇳🇺🇸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
-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
"Go woke, go broke"
Oh wait.
Oh wait.
March 20, 2025 at 8:33 AM
"Go woke, go broke"
Oh wait.
Oh wait.
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
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
March 19, 2025 at 10:56 PM
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
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
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
March 17, 2025 at 12:57 AM
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
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.
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.
March 17, 2025 at 12:46 AM
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.
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.
March 13, 2025 at 1:10 AM
