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Episode 3 (EP3)

@Episode3net

4 years

"Australian farmers get too many subsidies" We often see comments like this on social media. At TEM we like facts. Next time someone tells you Australian agriculture is subsidised - send them this chart. #agchatoz #ausag

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Episode 3 (EP3)

@Episode3net

4 years

Wheat pricing from 1264 to present in 2020 values.

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Episode 3 (EP3)

@Episode3net

3 years

How many tonnes of grain does it take to buy a hilux? Some novelty chartage as part of our 1 year anniversary, and a chart we have wanted to do for a very long time. #agchatoz #ausag #oatt

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Episode 3 (EP3)

@Episode3net

1 year

🚧 Dashboard🚧 Still a work in progress - is this worthwhile providing on a daily basis?

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Episode 3 (EP3)

@Episode3net

1 year

Remember the good old days? A novelty chart for the end of the week. 761 years of wheat pricing (1264-2023), the line shows the decade moving average.

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Episode 3 (EP3)

@Episode3net

3 months

A well deserving award for @rattleyadags for industry service. Doing more than a job

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Episode 3 (EP3)

@Episode3net

1 year

The seven most expensive words in agriculture. I like that.

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Episode 3 (EP3)

@Episode3net

1 year

Western Australian sheep numbers vs cropping area. (1989 to present)

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Episode 3 (EP3)

@Episode3net

2 years

Rocking our new merino polos. As two fellas descended from Scottish genetics, we need a breathable material in these harsh Australian summers. As Scots we also like a bargain.

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Episode 3 (EP3)

@Episode3net

1 year

8 day rainfall forecast

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Episode 3 (EP3)

@Episode3net

1 year

Lamb exports are booming. Strongest month on record with nearly 32,000 tonnes shipped over August.

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Episode 3 (EP3)

@Episode3net

4 years

The 5y moving average wheat yields - Australia vs the world.

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Episode 3 (EP3)

@Episode3net

1 year

No deal means no deal. Wheat up A$32 Wheat has largest daily rise since the start of the invasion. At the start of the week, Russia cancelled the grain export corridor. The market didn't really react. Putin has shown that when he says no deal, it means no deal. Grain

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Episode 3 (EP3)

@Episode3net

3 years

I had to double-check this. It is correct. November ICE canola futures have risen to A$1017/mt. A week ago it was A$826. Holy moly.

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Episode 3 (EP3)

@Episode3net

3 years

Despite @Warwick_Long 's Best Cattle Breed poll, Angus tops the breed categories on @AuctionsPlus . No sign of Belted Galloways.....

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Episode 3 (EP3)

@Episode3net

1 year

Record Urea Imports Urea imports into Australia hit record levels in May. The imports were the highest of any month since 2011. Imports of Urea for the first five months of the year are at record levels, and 350kmt higher than the 5-year average.

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Episode 3 (EP3)

@Episode3net

4 months

3 month forecast from BOM.

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Episode 3 (EP3)

@Episode3net

3 years

How do you like your canola on a Friday? Spot French rapeseed futures up A$55/mt. Yes I double, triple and quadruple checked.

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Episode 3 (EP3)

@Episode3net

2 years

Market Morsel: Fertilizer prices falling! A quick look at fert pricing.

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Episode 3 (EP3)

@Episode3net

1 year

Breaking News: China scraps tariff on barley.

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Episode 3 (EP3)

@Episode3net

3 years

How many bales of wool do I need to sell to buy a Hilux?

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Episode 3 (EP3)

@Episode3net

4 years

Yesterday we woke up to a strong rally in Chicago wheat pricing (+A$11). A few people were asking whether it the increase would be seen in local pricing. The answer depends on where you are in the country. The chart below shows the change in price.

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Episode 3 (EP3)

@Episode3net

1 year

Wheat futures for December are up A$57 since the middle of last week. -Russian and Indian crop forecast lower -Biofuels boosted in the US. How'd you like that?

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Episode 3 (EP3)

@Episode3net

3 years

In Australia we are used to droughts, and we know that bad crops get worse. This has definitely occurred in Saskatchewan. The chart below shows the percentage of the crop which is good/excellent.

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Episode 3 (EP3)

@Episode3net

4 years

The Suez canal at present.

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Episode 3 (EP3)

@Episode3net

2 years

Every analyst has their favourite chart. It's usually one that has almost no analytical value whatsoever.

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Episode 3 (EP3)

@Episode3net

3 years

This chart doesn't have much analytical value, but we do like a bit of history and the odd novelty chart. Wheat pricing from 1264 to present in 2020 £'s. At least we aren't at the bottom (just)

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Episode 3 (EP3)

@Episode3net

2 years

EP3 to grow into EP4. A Western Australian mining company with investments in agriculture has recently become a major shareholder in episode 3. They have invested in the growth of EP3 to start covering minerals such as iron ore and the energy industry. With this new

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Episode 3 (EP3)

@Episode3net

4 years

As a follow up to our previous Victorian sheep vs cropping chart - here is NSW, SA & WA. As requested by @pbl1972

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Episode 3 (EP3)

@Episode3net

2 years

Early days for the fertcensus. The chart below shows the 'landed' Australia price for urea versus the average grower quote. The more people filling in the census, the more insights are available to the industry.

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Episode 3 (EP3)

@Episode3net

1 year

The sheep flock in Australia. It's not the lowest, but it's not far off.

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Episode 3 (EP3)

@Episode3net

8 months

50 years of inflation in real terms. How much has the price of key consumer items changed since 1973? Not a good news for the smokers among us, they've been a real killer (in more ways than price). Take a look at the link below for more info on the price changes.

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Episode 3 (EP3)

@Episode3net

1 year

8 day forecast.

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Episode 3 (EP3)

@Episode3net

3 years

Got wood? A lesson to all. Extreme market rallies can cause extreme market corrections. Beware of those who talk of a 'new norm'.

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Episode 3 (EP3)

@Episode3net

5 months

@LethleanG A short look at our history would demonstrate the support we have for WA farmers @LethleanG . As already outlined this update is based on automated pricing that we are unable to adjust. Please direct your frustration at the current situation in WA at those responsible for the

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Episode 3 (EP3)

@Episode3net

3 months

Our red meat analyst @Meat_Watcher had a chat today with ABC WA country hour host @belvarischetti about the fundamental shift underway presently in the WA flock due to poor pricing, bad seasonal outcomes and a timeframe for phaseout that is too short. Poor policy decisions are

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Episode 3 (EP3)

@Episode3net

3 years

India has removed the lentil import tariff. Good news for Australian producers at a time when Canadian production is in strife.

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Episode 3 (EP3)

@Episode3net

5 months

Special Edition We will be doing a live export special on Wednesday. This will include data and analysis of the live sheep trade. Remember to subscribe to make sure you get access to the information, it's free to access. #agchatoz #ausag

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Episode 3 (EP3)

@Episode3net

1 year

"Plan for the worst, hope for the best" 3month outlook. The accuracy of weather forecasts for longer horizons is not remarkably accurate, but as risk managers, we should always be preparing for the worst. This applies not just to the weather - have contingencies in place.

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Episode 3 (EP3)

@Episode3net

2 years

On #AgDayAU the EP3 staff are supporting the local craft brewery industry and helping in our small way to alleviate the discounts caused by the Chinese barley tariff. #agday

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Episode 3 (EP3)

@Episode3net

4 years

Our website is now live! All the analysis that you have been used to over the years from @Meat_Watcher & @WheatWatcher will now be available on the TEM website Our aim is to provide independent market commentary and analysis. Visit below:

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Episode 3 (EP3)

@Episode3net

3 years

Chinese grain demand is huge atm. In the first four months of 2021, they have already imported more than they exceed full-year totals for 2016-2019.

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Episode 3 (EP3)

@Episode3net

11 months

@stationmum101 providing a real representation of Aussie farmers at the #NFF23 conference

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Episode 3 (EP3)

@Episode3net

1 year

Heavy lamb price comparison (2012 to present)

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Episode 3 (EP3)

@Episode3net

3 months

Our red meat analyst @Meat_Watcher had a chat to @michlstan on ABC Perth morning show regarding the prospects for the WA sheep sector now that live export is slated for closure. Listen below -

Will a ban on live exports mean the end of our sheep flock? - ABC listen

What will happen to WA's sheep flock when the live export boats stop in 2028? That depends on a number of factors, explains agricultural analyst Matt Dalgleish.

www.abc.net.au

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Episode 3 (EP3)

@Episode3net

3 years

Why a problem in the Canadian canola crop makes an impact. They are the canola trade. #oatt #agchatoz

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Episode 3 (EP3)

@Episode3net

1 year

How many tonnes of grain to buy a hilux? Inflation crisis.

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Episode 3 (EP3)

@Episode3net

2 months

Australian canola moves to a premium to Canadian canola after a long period of discounting.

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Episode 3 (EP3)

@Episode3net

1 year

Australian wheat production 1861 - 2023 (forecast).

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Episode 3 (EP3)

@Episode3net

3 years

Catching up on all the industry gossip with @kezzatheduck from @beefcentral

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Episode 3 (EP3)

@Episode3net

1 month

Fibre Price Index. Wool is worse than it was in 2015, and this doesn't take into account inflation.

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Episode 3 (EP3)

@Episode3net

2 years

2021 was a huge year in Australia for harvesting equipment imports. US$1.24bn Did you contribute to this with a purchase?

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Episode 3 (EP3)

@Episode3net

4 years

Fertilizer is a big cost for many farmers. We are building our datasets in order to cover this important commodity.

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Episode 3 (EP3)

@Episode3net

1 year

Current mutton pricing is 131c/kg cwt, which is a huge 65% discount to the 25-year average based on deflated mutton prices (historic mutton prices in 2023 dollar values). Read more about deflated lamb pricing below -

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Episode 3 (EP3)

@Episode3net

1 year

Telstra

@Telstra

1 year

If you’re having trouble with calls on your mobile this morning, we’re working urgently to fix it. We’re sorry to mess with the start of your day. ❗ Triple Zero and mobile data aren’t affected ✈️ Switching Airplane mode on/off can fix the issue for some customers

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Episode 3 (EP3)

@Episode3net

5 months

Beyond Meat still having troubles. Losses totalling over US$ 1 billion on their balance sheet and for every $1 of product made costs $1.44 to produce.... what an unsustainable business model!

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