Join Dennis Voznesenski and John oh as they discuss how improved weather prospects globally have weighed on global markets Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Relianc...
Oct 30, 2024•13 min•Ep. 54
Dennis Voznesenski and John Oh delve into the challenges surrounding a US herd rebuild, and discuss heavier cattle being put to slaughter. They also look into the conflicting weather forecasts for the rest of the year on the east coast. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast,...
Oct 29, 2024•7 min•Ep. 53
In this podcast we discuss the Australian 2024/25 winter crop outlook and the latest global markets figures. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast...
Oct 23, 2024•11 min•Ep. 52
Dry conditions in north and south America, in addition to economic headwinds in China are pushing prices lower. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podc...
Oct 23, 2024•5 min•Ep. 51
Cattle and beef markets slumped over the past week. A combination of unfavourable offshore beef price moves and drying on the Australian east coast have pushed cattle prices lower. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, whic...
Oct 15, 2024•5 min•Ep. 50
Grain prices rose due to increasing geopolitical tensions and diminishing prospects for offshore crops. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is n...
Oct 15, 2024•10 min•Ep. 49
Short summary of the Australian carbon market with Dennis Voznesenski and Joseph Capurso. The podcast covers what carbon credits are, how they are generated, what farmers can do with them, and who buys them? A 101 for ACCUs. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are adv...
Oct 03, 2024•13 min•Ep. 48
This podcast delves into local weather conditions, dryness in the Black Sea and Argentina, and China’s economic stimulus. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance...
Oct 02, 2024•14 min•Ep. 47
Recent rains have failed to push young cattle prices up this week. A US port strike and dry conditions have limited US demand. News of Chinese government stimulus could be a positive for import demand. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full G...
Oct 02, 2024•12 min•Ep. 46
Is Chinese demand set for a big decline this year or are negative reports over-blown? Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not investment rese...
Sep 24, 2024•15 min•Ep. 45
In this podcast we discuss the latest in beef and cattle markets in Australia and overseas. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not investmen...
Sep 24, 2024•6 min•Ep. 44
In this podcast we delve into the rise in offshore wheat prices, India’s import tax on vegetable oils and more. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podc...
Sep 16, 2024•11 min•Ep. 43
In this podcast we discuss why cattle prices softened over the past week. We delve into the US cattle herd and slightly drier local conditions. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearc...
Sep 10, 2024•5 min•Ep. 42
Dryness in Russia and Ukraine heading into planting is supporting global grain prices. US biodiesel and renewable diesel production continues to rise, as does the US of canola oil. Canadian harvest is in full swing, with crops soon to start making their way to export markets. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the B...
Sep 10, 2024•9 min•Ep. 41
In this podcast we discuss our recent crop tour through South Australia, reports of China asking grain traders to reduce feed grain imports and the recent rise in offshore grains and oilseed prices. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR...
Sep 03, 2024•9 min•Ep. 40
In this podcast we discuss the latest in rising cattle markets and deviating offshore beef prices. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not in...
Sep 03, 2024•6 min•Ep. 39
In this podcast we discuss strong beef exports out of Brazil, US cattle slaughter, and AUS cattle prices. We then delve into what has been behind the recent price decline for crops. We finish with a discussion of CBA’s just released paper on the electric vehicle market in Australia. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 ...
Aug 23, 2024•13 min•Ep. 38
In this podcast we discuss what’s behind the last week of price declines. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not investment research and nor...
Aug 20, 2024•8 min•Ep. 37
In this podcast we discuss California’s possible amendments to its low carbon fuel standard, Black Sea war developments and Chinese demand for agricultural commodities. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be fou...
Aug 20, 2024•13 min•Ep. 36
In this podcast we discuss the market impact of the recent BOM three month rainfall forecast update and offshore price volatility. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No...
Aug 13, 2024•11 min•Ep. 35
In this podcast we discuss the latest rise in Australian cattle markets and growing signs of a US herd rebuild. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podc...
Aug 13, 2024•6 min•Ep. 34
In this podcast we have a quick discussion over the main crop market drivers since Monday and why cattle prices have kept moving higher. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.a...
Aug 02, 2024•10 min•Ep. 33
In this podcast we discuss what has pushed cattle prices higher over the last week. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not investment resear...
Jul 30, 2024•8 min•Ep. 32
In this podcast we discuss what has caused global prices for grains and oilseed to slide over the past week. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast...
Jul 30, 2024•12 min•Ep. 31
In this podcast we discuss what has caused the price rally in canola. This includes the EU implementing anti-dumping duties on Chinese biodiesel, EU crop downgrades, dryness in Canada and support from soy and palm markets. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advis...
Jul 22, 2024•10 min•Ep. 30
In this podcast we discuss the latest in grain markets, FX, interest rates and US election with Dennis Voznesenski, agricultural economist and Joseph Capurso, head of international economics. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR discla...
Jul 16, 2024•17 min•Ep. 29
In this podcast we discuss our refreshed 12 month outlook for global and local canola and pulse industries. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast ...
Jul 11, 2024•15 min•Ep. 28
In this podcast we discuss our refreshed 12 month outlook for global and local markets. While the global environment looks supportive for pricing, a number of headwinds is expected to supress local price upside for wheat and barley. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you...
Jul 10, 2024•17 min•Ep. 27
What a week! Global wheat and canola prices jumped while the heavens finally opened over South Australia. Many farmers are now in a considerably improved position compared to only 2 weeks ago. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR discl...
Jul 02, 2024•16 min•Ep. 26
Join Dennis Voznesenski and John Oh as they delve in what the longer term outlook is for canola demand in the biofuel sector. Disclaimer: Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reli...
Jun 24, 2024•13 min•Ep. 25
