Bringing the laughs and the graphs to agriculture and food markets - independently & free via https://xitter.cf/t.co/aSfB6b2Pi7 Founded by @meat_watcher & @wheatwatcher
Australia
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Episode 3 (EP3) retweeted
Imported pork has been close to 50% of Australia’s available pork for some time now.
Episode 3 (EP3) retweeted
Australian sheepmeat exports improved in September, reaching 36,193 tonnes.
That was still 6pc below last year and 13pc below the five-year average.
China rebounded strongly, up 20pc year-on-year, while US demand remained weak at 41pc below last year.
🤖 Made with AI
Episode 3 (EP3) retweeted
Australian beef exports remained historically strong in September at 132,146 tonnes.
That was 5pc below last year, but still 32pc above the five-year average.
The US remains the engine room, Japan is strengthening, while safeguard tariffs continue to weigh on China & Korea.
Our modelled urea price and the actual price. EP3 was the first company to provide transparency on fertiliser prices in Australia.
Episode 3 (EP3) retweeted
Food prices took a breather in August, with falls across fruit, meat, seafood and coffee.
Beef fell 1.1pc and lamb & goat 0.8pc for the month, but both remain 9.4pc higher than a year ago.
Short-term relief, but red meat is still the standout annual food inflation pressure.
🤖 Made with AI
Diesel imports for September are so far down to 93% of last years imports.
October volumes are so far projected at 36% of last years
Volumes will increase as we go through the month.
Episode 3 (EP3) retweeted
Hard working nephew about to finish a Zoology/animal science degree with a minor in data analytics looking for livestock work in Ballarat/Ararat region. DM me if you want to get in touch with him.
Episode 3 (EP3) retweeted
US beef imports are surging as domestic production falls, but most of the extra beef is not heading to supermarket steak cabinets.
Around 68pc of imports are lean trim/lean beef, with imports now supplying an estimated 39pc of US ground beef production.
🤖 Made with AI
Episode 3 (EP3) retweeted
Episode 5 of ON WAFarmers just dropped! Listen on the way to work this morning.
How do you navigate markets when the only certainty - is uncertainty?
This weeks special guests were ag's favourite bromance, Matt and Andrew from @AgWatchers
Follow the show in your podcast app- it really helps!
Episode 3 (EP3) retweeted
Very dependent upon the result of the US enquiry into imported sheepmeat. A negative finding and punitive tariff could take some of the heat out of local prices at the end of the year. Worth keeping an eye on.
Episode 3 (EP3) retweeted
Still limited access to MENA region isn’t great either. Flows there are sitting at around 12.5% total exports when it’s usually closer to 20% of the trade volumes.
Episode 3 (EP3) retweeted
Possibility of an earlier run of new season lambs too given the milder winter could see price pressures creep in earlier than normal if spring flush comes ahead of normal time. Percentiles of lamb throughput (average season) versus previous seasons like 2026 shows an earlier run.
Episode 3 (EP3) retweeted
STR shows the restocking has already begun episode3.net/livestock/sheep… the big concern is the outcome of the US imported sheep meat enquiry though. A negative finding there could be a re disaster for the sector.
Episode 3 (EP3) retweeted
It’s fair to say there is going to be a meaningful swing to sheep in 2027 and ‘restocking’ will drive the market for the uterus. Anything to do with sheep productivity it is showtime. Sheep are plan B and plan A cropping is looking into a very hazy 2027
Episode 3 (EP3) retweeted
Australian sheepmeat exports remained subdued in August, down 27pc from both last year and the five-year average.
China bucked the trend, but the US and MENA have weakened as elevated prices test demand.
The export mix is shifting as customers adjust to higher Aust sheep prices.
🤖 Made with AI
Episode 3 (EP3) retweeted
@LambproHolbrook Tom Bull kicking off the second producer open day in Naracoorte. @Episode3net is up later to chat about opportunities & risks in the sheep meat sector.
Episode 3 (EP3) retweeted
I'm not sure that having 600-700 voting members is an appropriate threshold for being the representative body for an industry that has about 52 THOUSAND producers. May as well give me the job - my organisation has around 2,700 beef cattle members. beefcentral.com/news/cattle-…
Episode 3 (EP3) retweeted
The Australian sheep flock has moved into rebuild territory, but the cattle herd is telling a very different story, writes Matt Dalgleish.
READ ARTICLE: tinyurl.com/kpwv9byp
