@agwatchers
A mixture of interviews showcasing the ag supply chain, along with commodity market updates from hosts Andrew Whitelaw and Matt Dalgleish. Expect serious discussions in a light hearted manner. https://podcasts.apple.com/au/podcast/agwatchers/id1519923844
The US herd is on the verge of a rebuild phase. It is important for Aussie beef producers to keep track of whats happening in the USA as they are our biggest customer and competitor on global beef markets. Listen to the 2 minute explainer reel below #agsky www.instagram.com/p/DU7V4snkrKf/
Australian east coast lamb balance getting tighter explains the high prices seen last year and points to some tough times for processors in 2026, especially the smaller single species abattoirs - see the 2 minute explainer reel here below #agsky www.instagram.com/p/DU7O8wYjZeu/
Australian beef trade to the USA benefiting from Trump's punitive Brazil tariffs. #agsky #econsky
#econsky
This could get interesting… US equities getting a little overdone? #econsky
And this… but what would Buffet know!! #econsky
Rising US youth unemployment due to a faltering economy or the popularity of AI reducing the need for entry level workers? #econsky
Seems legit…. #econsky
US inflation starting to creep up. Likely Trump tariff effects starting to play out in their domestic retail price trends. Will make it hard for US Fed Reserve to cut interest rates like the Donald wants. #agsky #econsky
Beyond Meat confirmed it plans to drop “Meat” from its name and will shift focus from plant-based meat analogues to plant-forward products that don’t attempt to mimic animal proteins. #agsky
Beyond Meat reported a nearly 20% decline in net sales for its fiscal second quarter, with revenues falling to $75 million — below its own projections — while net losses held steady at $33.2 million. For the first half of the year, net revenues dropped 14.9% to $143.7 million. #agsky
Trumpenomics facts #memefacts
The share of credit card debt that is delinquent 90+ days reached 12.3% in Q2 2025, the highest since Q2 2011.
This is just 1.4 percentage points below the all-time high. #agsky
Normal total beef imports into Aust can range between 3000 to 6000 tonnes per FY so the US access is a bit of a drop in a small ocean when you think how much Aust exports - which is around 1.4 million tonnes per annum. As long as the biosecurity concerns are met we should encourage free trade #agsky
Sounds like big news with the regulations around US beef access to Australia softened. But we've already been taking US beef in so far in FY2024/25 at near record levels... 270 tonnes versus the peak in 1994/95 of 290 tonnes. #agsky #econsky
Numbers for Aussie live sheep flows to end of FY released recently - showing lowest FY flows on record to compliment the lowest calendar year flows seen at the end of 2024...a real dying industry here on display unfortunately... #agsky
What the continuing US herd liquidation means for Aussie beef producers #agsky #econsky
www.farmonline.com.au/story/902112...
Cat facts. Accurate except the one with the blade should be orange. #memefacts
Vet charges #memefacts
Social distancing facts. #memefacts
Nonna surveillance facts. #memefacts
Religious facts. #memefacts
Pi facts. Mmmmmm pi. #memefacts
Stone monolith facts. #memefacts
US beef packer margins in the red for 2025. This week it sits at a $209 loss per head, yearly average since start of 2025 is a $170 loss per head. #agsky #econsky
April to May 2025 CPI for food items released and it shows some mixed price trends across Australian food items - read more below episode3.net/conversation... #agsky
Global Manufacturing PMIs - below 50 is considered contractionary territory. #agsky #econsky
After a tougher trend from February to April, Australia’s beef processing sector experienced a welcome rebound in trading conditions during May. #agsky #econsky
Read more below - episode3.net/livestock/pr...
Overnight Trump called Japan "spoiled" and he doubted they will make a trade deal, threatening tariffs of “30%, 35% or whatever the number is that we determine.” Given that the USA is Australia's main beef import competitor into Japan it makes for interesting times... #agsky #econsky
Is Tesla technically in a "deliveries recession" after two quarters of negative growth? (Chart source - Akash Sriram) #econsky