Brought to you by KW Alternative Feeds, this fortnightly podcast covers all you need to know about the raw material markets and topical product information. Ensuring you have up to date knowledge helping you make better informed buying decisions for all your herds needs.
United Kingdom
Welcome back to this week's excellent episode of the FeedCast! This week we have two specials guests, Alice Hinchliffe- Lomas our Trading Lead for Performance Products and Anna Millar, Ruminant Technical Manager for Trident MicroNutri! The team are talking all things buffers in this episode. Alice and Anna dive into what buffers do and what to look out for in regards to acidosis. They also discuss fantastic product AcidBuf and how it can help with the effects of acidosis! As always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.uk Don't miss out on the opportunity to hear our experts talk all things rumen buffers! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome back to this week's episode of the FeedCast! This week we have a solo episode by James Barker! James dives into the latest USDA report that came out this week and also talks in depth about all things tariffs and what that means for the markets, particularly soya beans. James touches on how the weather is affecting wheat and also which commodities to be keeping an eye on!As always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.ukDon't miss out on the opportunity to hear our experts chat about what is driving the market right now! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome back to this week's jam packed episode of the FeedCast! This week we are joined by James Barker and Chris Pickles from our procurement team. The team dive into all things US tariffs, the most recent USDA report and how the weather is affecting markets across the world!With everything that is happening in the markets please make sure to keep an eye on your requirements and give us a ring to see how we can help! As always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.ukDon't miss out on the opportunity to hear our experts chat about what is driving the market right now! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome back to this week's episode of the FeedCast! This week we are joined by James Barker and Chris Pickles. Hear all about the latest market trends, and insights from our fantastic procurement team! The team dive into the recent USDA and WASDE reports whilst also updating you on commodities such as; wheat, maize and soya. We are still seeing tight availability for products such as Distillers, Soya Hulls and UK based Sugar Beet. So keep an eye on your requirements and give us a ring to see how we can help! Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.uk*Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's episode of the FeedCast! This week we are joined by James Barker and we welcome back Michael Hanbury. Hear all about the latest market trends, and insights from our fantastic procurement team! The team look at how currency is affecting the markets, particularly looking at the tariffs in the US. James touches on the EUDR regulations and also covers commodities such as soya, rape and corn.A take away from today's podcast, we are seeing tight availability for products such as Distillers, Soya Hulls and UK based Sugar Beet. So keep an eye on your requirements and give us a ring to see how we can help! Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.uk*Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's episode of the FeedCast! We're excited to have a solo episode from our Blends Procurement Manager, Chris Pickles. Chris will break down the latest market trends, sharing advice and fresh insights. Let's dive in!In this episode, Chris discusses the USDA and the WASDE report in depth. Chris delves into what the cold weather in the US means for the wheat market and also covers commodities such as maize, soya and rape. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.ukLegal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's episode of the FeedCast! We're excited to have our regular speaker James Barker back and we're thrilled to welcome a new guest, Michael Hanbury. Together they will break down the latest market trends, sharing advice and fresh insights. Let's get started!In this episode, James and Michael discuss how Trump's inauguration is affecting the markets and also currency. The team chat through what the cold weather in the US means for the market as well as covering the commodities, such as wheat, soya and corn. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.uk*Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
It's the first FeedCast of 2025 and we are happy to be back! This week we are joined by James Barker from our procurement team. James will tackle the latest market trends, sharing his insights and expertise. In this episode, James breaks down how currency and the weather is affecting the markets and discusses commodities such as rape, soya and corn. The January USDA report comes out today at 5pm (Friday 10th Jan) and this may cause volatility over the weekend, please continue to monitor the markets. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. You can also visit kwfeeds.co.ukWishing you a prosperous New Year!*Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's action packed episode of the FeedCast! Today, we're joined by James Barker and Chris Pickles from our procurement team. The team will dive into the latest market trends, sharing their insights and expertise. In this episode, James and Chris will discuss and unpack the USDA report that was released this week. The team chat through how the weather is affecting the markets in different parts of the world.We also have some exciting news, our new KW website is now live! We will be running some competitions on our social media to celebrate the launch, so keep an eye out! Take a look around at kwfeeds.co.ukDon't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office. *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's jam packed episode of the FeedCast! Today, we're joined by Laura Hana and Chris Pickles from our procurement team. The team will dive deep into the latest market trends, sharing their insights and expertise. In this episode, Laura and Chris will break down what is happening in the cereal market, discuss this month's USDA report and talk through commodities such as rapemeal, maize and soya oil. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's great episode of the FeedCast! This week, we're joined by Laura Hana and James Barker from our procurement team. The team will dive deep into the latest market trends, sharing their insights and expertise. In this episode, Laura and James will break down what is happening in the cereal market, share some good news in regards to the Brazil soya plantings and discuss commodities such as rapemeal and corn. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's episode of the FeedCast! This week we are joined by Chris Davidson our raw material expert. Chris will dive deep into the latest market trends, sharing his insights and expertise. In this episode, Chris will break down what is happening in the market, the poor planting conditions over Europe and discuss commodities such as Wheat, Maize and Soya. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to this week's packed episode of the FeedCast! Today, we're joined by Laura Hana and Chris Pickles from our Procurement team. The team will dive deep into the latest market trends, sharing their insights and expertise. In this episode, Laura and Chris will break down what is happening in regards to French plantings, give us the low down on the USDA report and discuss commodities such as maize, soya and rapemeal. Don't miss out on the opportunity to hear our experts chat about what is driving the market right now! And as always if you have any questions, reach out to your sales representative or contact us in the office! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Welcome to a special takeover edition of the FeedCast! Today, we're thrilled to pass the reins to two fantastic speakers—Mollie and Clare. In partnership with Feedlync by Cow Connect, the team will dive deep into the world of the Feedlync feed management system, sharing their unique insights, experiences, and expertise. Whether you're here to learn, be inspired, or just enjoy a great conversation, you're in for a treat. Throughout this episode Mollie and Clare will touch on key features and benefits of the product, sustainability and cost savings, user experience and where Feedlync is heading in the future!If you want to learn more about Feedlync please get in touch with your sales representative or contact us in the office! *Please also have a look at the disclaimer in the notes of wherever you have downloaded the podcast from.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert. This episode is going to heavily focus on NovaPro and Vivergo Distillers which have been moving in volume in the last 3 to 4 weeks. This has been driven by the move towards lower carbon footprints and the fact both products have finally made themselves attractive in the forward winter market. Chris also talks through what is going on in the market in regards to Russia and Ukraine and touches on what is happening with proteins. Have a listen to hear Chris talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker and Chris Pickles from our Procurement team.The podcast is going to heavily focus on the new USDA report. James and Chris will talk about how this has affected the Soya, Corn and Cereal commodities.The team start by talking through the USDA report that was released on the 12th August and the general bearish sentiment.Have a listen to hear James and Chris talk more in-depth on these topics and what else is happening in the market.As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material expert.Chris starts by discussing where we are with the different markets and how generally we are seeing the same themes across all commodities. This being due to lack of demand and general harvest pressure meaning the supply side feels comfortable at the moment.Moving onto proteins, the US crops are progressing earlier and looking better than last year. In regards to Soya, the sentiment generally isn't positive at the minute, with a further downside looking likely. Have a listen to hear Chris talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material expert and Laura Hana from our Procurement team.Chris starts by discussing the cereal markets where we have seen a continued decline, this is predominantly being driven by the Eastern European harvest.Laura then moves onto the fact that as it is looking like a short term downside, customer wise we are seeing people begin to take some cover as far out as October 25 on products such as Sodawheat, Biscuit and Bread.The team talk through the EUDR legislation and what the impacts will be. With the uncertainty surrounding the EUDR it would be worth looking at alternative products to Soya such as Rapemeal, NovaPro and Expeller.Have a listen to hear the team talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker our Product Lead for Straights. James starts by discussing the changes we have seen in the market and what opportunities there might be in regards to the agriculture commodity complex. Firstly we've seen an opportunity on the wheat market quicker than we possibly thought. Markets have moved down £15 or so in the recent week, mainly following 10 consecutive days of Chicago wheat trading to the downside and global markets following. This seems due to plenty of improved weather stories, alongside a few geopolitical decisions to help aid the short term outlook on global wheat.Moving onto the corn market, it has been fairly stagnant due to the good central US weather. There are no signs of drought at the minute and early crop harvest ratings have gone up to 75% good to excellent in the USDA predictions, which is a six year high. We have seen some downside movement in the proteins market. It isn't to the same extent of cereals but with uncertainty in Soya for 2025 still lingering and a lack of availability in the distillers market, Rapemeal continues to be well supported with continued sales.Have a listen to hear James talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Chris describes the market as a real weather market and coupled with significant fund shorts it has led to spikes in price, which is what we have seen in the last 7-10 days!Chris then discusses the weather conditions and how it has affected different parts of world, starting with Soya where prices have jumped £20-£30 per tonne. On the mid proteins there is a slight tightness in distillers in the nearby months. Ensus run rates have been quite low and Vivergo have gone through a lot of the stock that they had. This has then led to a tightening of supply, resulting in a price increase.Have a listen to hear Chris talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker and Chris Pickles from our Procurement Team. James starts by discussing how currency and the escalations of geopolitics around the Black Sea and the Middle East are affecting the markets.Chris then delves into how this is affecting grains in particular touching on the situation in the Black Sea, Europe and the recent global movement of grains. The team talk about the fact the market still has a bearish sentiment to it and remains a good opportunity to get cover on in regards to cereals and would encourage this where possible! Have a listen to hear the team talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker and Chris Pickles from our Procurement Team. Chris starts by discussing the recent volatility in regards to the wheat market and how the situation in the Black Sea is affecting the market. James then talks through the USDA planting intentions report which may show the reduced acreage on the potential for corn and an increase in Soya for the next season. Moving onto mid proteins, prices on the nearby have increased by £25 to £40 a tonne on Rapemeal in the UK over the last 5 or 6 trading days, which has been the largest increase we have seen for a while. To fill the gap we have plenty of Expeller from the Stratford site and also NovaPro which are at very competitive levels. Have a listen to hear the team talk more in-depth on these topics and what else is happening in the market! We hope you have a lovely Easter weekend! As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker and Laura Hana from our Procurement Team. James starts by discussing Friday's USDA report and how it has affected the markets. Laura then delves into the fact that although on the day traded levels of Soya look better than Rapemeal on units of protein, Rape Extract / Expeller continues to sell due to it being available for the winter and an opportunity to enhance your sustainability credentials. We have seen people take advantage of this price, and summer cover is high. Soya will not be available from Jan 25 onwards, and it is really worth while looking at alternatives such as NovaPro. Moving onto cereals, we are seeing some local tightness. If you are looking to take cover on your cereals, it's a great option to look at products such as biscuitmeal and bread. With Easter coming up in 3 weeks, please give us a call to get any products booked in that you will need over that time period! Have a listen to the team talk more in-depth on these topics and what else is happening in the market! As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Materials expert. Chris kicks of the podcast by discussing how cereals continue to be the biggest mover over the last few weeks. The amount of material coming out of the black sea is having a big impact on the market. Chris discusses the situation in Ukraine, as well as being able to export to the EU they have made great progress with their exports out of Odessa. They are now back to pre-war levels, meaning they now have their old markets and new European markets to supply. Moving onto mid proteins, distillers is fast becoming the best source of mid proteins and a potential buy. NovaPro continues to grow in terms of volume and demand as it is performing really well in the farms and blending sites it is in. There is also a growing demand because it ticks all the boxes regarding sustainability, deforestation and carbon foot printing. Have a listen to hear Chris talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Materials expert and Chris Pickles our Blends Raw Material buyer. Chris P starts the podcast by talking through the downside we have seen over the last few days with Wheat. Chris D then moves onto discussing Soya and how it has reacted in the market. Chris touches on the availability of Soya and how we are going to be able to use it in the future. On the mid protein side of things, there is a risk that as Erith starts to sell its position, prices start to increase which we have seen in the May/Jun/Jul period already. This will then drive demand back to Liverpool which could see the May/Jun/Jul period get quite tight on availability for Rape. On the Distillers front we are still looking at poor availability from a UK point of view going into the summer. There is spot Vivergo available which is looking good value in comparison and it's worth noting that Imported Maize looks great value price wise compared to where it has been the last few years. Have a listen to hear the team talk more in-depth on these topics and what else is happening in the market! As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Materials expert. Chris introduces our first podcast of 2024 by discussing which products are currently moving in the market. Chris starts with the mid proteins as this is where we are currently seeing the most interest, this is largely driven by Rapemeal where we have seen prices falling steadily. Soya prices have fallen probably more so than Rapemeal but still don't look attractive in comparison. Moving onto Soya, as the rain has increased across Brazil and Argentina the downside projections have stabilised in Brazil and we are seeing a slightly higher view in Argentina. The USDA report we saw last week did drop the Brazilian crop but only by 4 million tonnes down to around 157.With Rape falling there has been a lot of up take of NovaPro for the summer, as it looks great value and is another opportunity to build to some protein cover. Have a listen to hear Chris talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker, Laura Wildash and Chris Pickles from our Procurement Team. James starts our final KW FeedCast of 2023 by welcoming a new guest to the podcast, Chris Pickles. Chris discusses Sodawheat and how we are already doing a lot of business for summer and winter 2024. There is currently a really good opportunity to put some cover on if you haven't already. Laura then moves onto cereals and echoes the fact that is it a good time to put on some forward cover for products such as; bread, biscuit meal and breakfast cereals. Moving onto proteins, there has been an improvement in the £/$ exchange rate which combined with settled USDA report has helped us get back to levels on Soya that we were seeing a few months ago. Rapemeal has been the big mover this week. As a more sustainable option to Soya, people have been taking advantage of the dip in price in order to get some cover, some booking as far forward as April 2025. We want to thank you for listening throughout 2023 and we wish you a very Merry Christmas and a Happy New Year! As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker, Laura Wildash and Jonathan Hanson from our Procurement Team. James introduces today's podcast by mentioning how improved weather and the changes in the Argentinian government have caused movement in the Soya market. Jonathan discusses how the main fundamental that has been influencing the market is the weather in South America. They have had some good rains and it is continuing to look favourable in Argentina but also Brazil. This has then increased optimism for the crop. Moving onto mid proteins, Laura discusses the fact that Rapemeal is featuring in a lot of rations increasing demand for fixings and deliveries in the lead up to Christmas. Meaning that it is quite tight nearby, so if you need product it is going to be limited to what is actually available instead of following what the Soya market is doing. We still have great availability of Expeller from the Stratford area which could help with any last minute requirements if you are struggling to book Rapemeal. We are also continuing to see fantastic sales on NovaPro and Ensus Distillers. There has been a change in the wheat market off the back of China delaying their French contracts and instead looking to buy US wheats. Where we'd normally see a discount on Nov 24 wheat we are seeing a premium. Have a listen to hear the team talk more in-depth on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert. Chris starts by discussing what has been happening within the markets particularly regarding Soya and what that looks like going forward. Chris also talks about the election that has taken place in Argentina. Moving onto wheat, the demand for EU wheat is still relatively poor. Russia is still the main exporter and the cheapest on the market. Although prices are starting to firm and the cost of exporting is starting to increase, it hasn't yet filtered through to an increase in EU exports. On the mid proteins, the Rapemeal prices on the nearby have increased dramatically. So certainly on the nearby it's going to be difficult to see any downside this side of Christmas as the demand increases. Have a listen to hear Chris' thoughts on these topics and what else is happening in the market!As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert and Laura Wildash our Straights Trader. Chris starts by discussing the situation in the US and how it is affecting the market particularly Soya. Chris also mentions how there is potential for the weather in Brazil to present yield cuts. Laura discusses how the Soya move has now filtered through to the Rapemeal with spot and winter Rapemeal up £15-£20 a tonne. On the protein side of things, Distillers are still looking really good value particularly against Rape. So for those with gaps, Wheat Distillers out of Vivergo is a great thing to look at whilst we still can. The cereal markets still remain fairly quiet and whilst the markets did try to break through, it failed and bounced back up again. It is very much a waiting game when it comes to cereals at the moment meaning there is much more upside risk than downside. Laura touches on the fact that Christmas is only 7 weeks away so it's worth looking at what you may need over the festive period with the extra bank holidays! Have a listen to hear Chris and Laura's thoughts and what else is happening the market!Take a look at our Christmas order dates to make sure you secure your delivery slots:For all products (excluding Performance Products) If you need your order to arrive between 11th December and 5th January you must order by Monday 4th December. Any orders taken later than the 4th December may not be delivered on your required date.Performance ProductsAny pre-Christmas deliveries must be ordered by Friday 24th November.Any early January deliveriesmust be ordered by Tuesday 5th December.As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert. Chris starts by discussing Soya and how it compares to other commodities in the market alongside how the weather and currency is affecting prices. Moving on to the mid proteins, the increases have been a lot more tame. Rapemeal has struggled to keep up due to poor demand across Europe and Chris touches on the scare in the week of the force majeure of a crush plant. There is still a good supply in the UK on distillers and NovaPro is looking exceptional value especially with the Soya rally. On the cereal side of things, Chris talks about the US exports and how the US has the potential to have a much better level of exports going forward. Have a listen to hear Chris' thoughts on these topics and what else is happening in the market! As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material expert. Chris starts by discussing the events that have taken place in Israel and how this adds another layer of complexity when it comes to the markets. Throughout the podcast Chris talks about the different areas of risk that we are currently facing including the southern hemisphere weather and how it impacts different commodities. On the mid protein side of things it's a fairly similar story to what we have been seeing previously regarding lack of nearby demand and how it is keeping prices supressed. We are continuing to see problems with supply of Erith Rapemeal, where we are roughly looking at a week to 10 day lead time. Chris discusses the new product that has been created on the UK Sugarbeet front, which is here to compete with imports and Soyahulls. It is looking pretty good value in the fibres market and is attracting significant interest. Novapro continues to move strongly as an alternative to Soya and is continually filling the gap. Have a listen to hear Chris' thoughts on these topics and what else is happening in the market! As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert. This episode has been delayed in order to wait for the release of the September USDA report. Chris dives into the USDA report, discussing what the end stocks are looking like in the US and around the world before going on to discuss what this will mean for prices. The mid-proteins are seeing some pressure on price, driven by lack of demand during this late summer period. Availability of distillers remains good, with strong production of product from Vivergo. As we move into winter, mid-proteins look good value and will likely get harder to source once winter demand kicks in.Overall, our view hasn't particularly changed after the USDA report. Soya harvest is weeks away and could add some pressure, whilst cereals and mid-proteins have gone through a period of relatively strong availability at harvest but are moving the other way. The risk of things changing in Russia/Ukraine remains constant and could happen instantaneously. Have a listen to hear Chris discuss these topics in-depth! As always get in touch with your sales representative or contact us in the office if you have any queries. Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by Chris Davidson our Raw Material Expert. Chris starts by discussing what is happening in the Cereal markets in regards to Harvest. Also touching on the recent concerning events that have taken place in both Ukraine and Russia and how this will affect exports in the future. Moving onto the protein side of things, we are sat waiting for the US harvest to get here. We remain relatively tight from a supplier point of view after the low South American crop this year. It's a waiting game in regards to the weather as we head towards harvest. Rapemeal is feeling relatively comfortable at the minute, seed availability seems fine and crushing is beginning to improve. We are still tight on nearby availability particularly in the south but it is gradually easing off. On the distillers side of things, we are still waiting on prices from Vivergo for the winter but we are seeing some competitive offers for the imported products as well as the Ensus product. Almost weekly, we are seeing escalations in some shape or form and there will come a point where markets start to price in risk. Right now there is readily available wheats but as we start to move into Sept/Oct and move away from those harvest points, the focus comes down to what happens if we can't get all of the material out of Ukraine that's been produced. As always get in touch with your sales representative or contact us in the office if you have any queries. Have a listen to hear Chris discuss these topics in-depth!Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The lastest episode of FeedCast is brought to you by James Barker, our Raw Materials Buyer and Jonathan Hanson from our Raw Material Procurement Team. James and Jonathan will be discussing the impacts of the latest USDA report and how things are progressing globally in regards to; weather, politics and how they have affected the markets. They delve into the outcome of the grain corridor agreement expiring at the beginning of this week and discuss how the crops will be transported across Europe. Moving onto discussing product availability and any area of concerns, including tightness of Rapemeal in the UK which is also affecting Novapro and Expeller. There is a lack of supply and availability so it is worth noting if you require any rape based products. The corn market has firmed up a little bit. Whilst Soya Hulls hasn't changed in price in the UK, we are seeing a feast and famine situation with Wheatfeed as prices are rising due to it being tricky to get hold of on the spot market. Prices are fluctuating quite heavily on a daily basis so keep an eye on trends and take advantage of small dips in order to get cover for the winter. As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker, our Raw Materials Buyer. As usual he will be providing an outlook on the protein, mid protein and cereal markets. James starts with discussing the USDA plantings report and how its affected the market. A couple of main headlines are that there has been 2 million acres added to the march corn planted acreage which is very bareish news to the corn market. This has filtered through to our maize and other cereal markets including wheat and barley in the UK. The bullish sentiment to come from the report is that they have reduced the soy meal planting area by 4 million acres. From this we have seen some sharp price increases regarding soy meal, due to factors such as the weather, it is worth keeping an eye on the situation. It is a good time to be looking at cover for soy meal through till October and also looking at winter prices. There is some good news regarding the corn market, we have seen this come down significantly this week due to the estimated volume. We have already seen this come back into our maize prices with whole and ground maize levels being the best they have all season. Hopefully this will transpire into our wheat and barley prices. We are currently seeing wheat trade between £185 nov futures through to £210 which is at the bottom of the range. Sodawheat, whole wheat and barley are all selling well along with products such as Sugarich. It is worth looking at cover and taking advantage of the cereal markets as they are. With the grain deal set to expire on the 17th July things are still up in the air as we are hearing that there is going to be no negotiation. Although this was the case previously, it is looking less likely that this will change this time round. Volatility is to be expected, especially as we get closer to the deadline. Rapemeal is very tight for July as the main crushers in the UK haven't got any old crop material to sell, we are very hand to mouth on what is available. Moving onto distillers, Ensus and Vivergo distillers are still available at competitive prices. Soya Hulls have been relatively unchanged for July – Oct for a while now and are generally trading between £195-£200. Looking at wheatfeed the markets are currently tight with fixings not being readily available. As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The latest episode of FeedCast is brought to you by James Barker, our Raw Materials Buyer. As usual he will be providing an outlook on the protein, mid protein and cereal markets. James starts by discussing the changes we have seen from Friday 16th June in regards to the weather, the markets have risen globally for various different products. The soya meal market, has seen a differential of pricing on the day between 2 to 3 pounds which has become relatively normal. However on Friday, a lot of funds decided it was the right time to cover in shorts that had been developing. With the weather remaining hot and dry in the key growing states we are seeing an increase in price by £12-£20 depending on where you are looking / how far you are looking forward. Soya is the main product on the upside at the moment. Moving to rapemeal, there is a distinct lack of offers available for June and July. With the crushers switching to different products other than rapemeal in Europe it is having a big effect on the meal that we are seeing. For Aug-Oct the premium into the new crop has now arrived because of the lack of availability for June and July, meaning we are looking at around a £40 premium from where we were a few weeks ago. We are continuing to see alternatives to rapemeal such as distillers, both Ensus and Vivergo products are still available. We have seen the corn futures have rallied quite heavily however things such as maize and hulls haven't been affected to much with the forward markets remaining relatively unchanged. It is worth looking at any opportunities for nearby June and July to get any cover if needed. Looking now at cereals, we have settled above the Nov futures on £200 which has felt within the trade like a target that we have been aiming for the last month. There is still the ongoing issue regarding Russia and Ukraine, with this we are still seeing old crop prices remaining at very good value. Demand is feeling sluggish due to people not wanting to sell tonnes are the current prices in the last month or two. With the grain deal still being discussed its worth being cautious with your cereals and not necessarily going to long or to short at the moment. As we mentioned earlier there are still alternatives available such as Vivergo. We also have Novapro and Expeller from Yelo which is home produced and competitive in regards to pricing. Final thoughts from today are that the markets have rallied heavily from the 16th June and we are waiting to see if this now continues. Hopefully we can see this fall back from next week but its something to keep an eye on. As always get in touch with your sales representative or contact us in the office if you have any queries.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
Our first FeedCast for 2023 sees Chris Davidson give a quick update on what has been happening in the markets over the holiday season.Starting with the protein market, which has seen the biggest movements over the last couple of weeks. Soya has built more risk in to its price due to the ongoing dry conditions in Argentina, coupled with a decrease in UK currency, this has seen a significant rise in the price.. Brazil however is still performing well with a very positive start to the harvest. However, at the moment this is not reflected in the pricing. Mid proteins continue to be very difficult in the nearby due to lack of supply from Erith and Vivergo. However, the forward markets do look like an opportunity particularly the new crop, Aug-Oct. It is potentially worth looking at covering any protein risk you may have.Over the festive period the Cereals market have added risk due to the snow in the US and the ongoing Ukraine, Russian conflict. It has given the majority of this back now, but it is worth considering the potential volatility here. While we are unsure of any damage to the US crop the expectation is this will be minimal, the main watch out continues to be the conflict in Russia and Ukraine. At the moment the export corridor remains operating, however the conflict has caused infrastructure damage and this will have an on going effect. We are also now seeing a lack of insurance for ships going in to the region, this could of course impact the number of ships prepared to go to the Black Sea. So far the markets have not responded to this information but it will mean continued volatility going forward. While it has been a relatively relaxed start to the year we expect volatility to remain high for the future and as usual we will be on hand to help with any advice should you need it. We wish you a happy new year and a prosperous 2023.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
The last FeedCast of 2022 sees Chris Davidson discussing the recent falls in the cereal markets and what this means for opportunities as well as a quick overview of the protein markets.The cereal markets are seeing a real opportunity at the moment as the markets respond to Christmas with a risk off attitude. September through to April 24 is looking positive with pricing becoming favourable to prices we have seen pre-war. It is worth considering taking risk off your table and we are seeing a lot of customers taking 50% cover to alleviate any potential future risk. Having said that nearby still remains very tight and prices and availability reflect that. Forward buying on the protein markets seems to be focused on Rapemeal, with prices looking very competitive against soya and distillers are not competing at the moment. This is a picture that could change rapidly as the hull plant shuts at the end of the year and energy prices may mean we see less seeds crushed. Soya has rallied in the last few weeks, which is a reaction to the continuing bad weather in Argentina and an expectation of increased demand from China as they continue to unlock covid regulations. The Brazil crop is looking better than expected, at around 150mT, if this does continue it may help alleviate the tightness and be reflected in forward pricing. As always, the prudent approach is to look at forward cover and take risk off your table where you can. We wish you and your families a very Merry Christmas and Happy New Year from all at KW Feeds.Legal Disclaimer:Please note: The information provided during this podcast has been prepared for general informational purposes only and does not constitute advice. The information must not be relied upon for any purpose and no representation or warranty is given as to its accuracy, completeness or otherwise. Any reference to other organisations, businesses or products during the podcast are not endorsements or recommendations of AB Agri or its affiliated companies. The views of the presenter are personal and may not be the views of AB Agri. The contents of this podcast are the copyright of AB Agri.
This week's FeedCast is brought to you by Chris Davidson, and sees him discussing the fall in the wheat futures as well as well as the shift in direction on the soya markets following some surprise announcements from the US last week.The soya plantings are beginning to finish in Brazil - 90% complete, and have been going really well with a 150MT+ crop expected. Argentina, however, is the opposite story, with weather holding up plantings which are only 30% complete, well below the 5 year average and is a real area of concern as demand for soya remains high. This has been followed by the shock announcement from the US that they will be reducing the mandates on renewable fuels. The market has seen the oil prices fall and meal prices rise to counterbalance the margin spread for crushers. Prices are moving up quite quickly now.Fortunately mid proteins have not followed the soya price higher, and Rapemeal looks good value going forward, with Vivergo distillers trying to compete as well. Although in the nearby rape prices remain high due to lack of supply. It is worth looking at your protein needs now to ensure you are not caught without. On the flip side Vivergo distillers have good availability so look good, as does NovaPro. This product has seen increased demand as a soya replacer due to the lack of availability, high price and sustainability implications of using soya.Cereals are now a very different story with the markets in relative free fall since the confirmation of the black sea corridor continuing. It is worth noting while the nearby supply looks good, the supply issues could we be just be being pushed to new crop. The wheat crop in Argentina is only 23% complete, half the 5 year average and only 8% of it is rated good or excellent and has the potential to lead a rebound as actual yields begin to come out. Using this dip to start a percentage of forward looks sensible in the face of a lot of risk still to come. As always it is about managing your risk, whilst these prices look expensive compared to the last 10 years, they are very good when compared to the last year. With volatility in the markets predicted to remain for some time to come it is worth thinking about your cover now.
Todays FeedCast is brought to you by Chris Davidson and James Barker. It covers the current movements in mid-proteins, soya and wheat.Mid-proteins are currently offering good opportunities in the spot markets. Vivergo is up and running with good volumes which is putting pressure on the price. This has carried through to the rapemeal market, especially coming out of Erith in the south. Expeller is also competing around the country for volume, all helping to provide a chance to take advantage of pricing now. While the Dec-Jul market is looking high in comparison, we are seeing buying occur in the Aug-Oct 23 markets which are beginning to look interesting.On the soya front, the US is almost finished harvesting, Brazil has made a great start to the plantings and all is beginning to look good. With a new USDA report out on Wednesday will they have to increase their yield forecast? If this does happen we will expect some bearish news and a reflection in the price so potential opportunities. NovaPro is remaining an excellent alternative to soya and we are seeing an increase in purchasing as the soya price remains high.The wheat markets remain on a knife edge. Ultimately world stocks are very short and this is reflected in the market pricing. With wheat continuing to move out of Ukraine we could get bearish news, however it really depends on the black sea corridor remaining open and the risk associated with this remains high.
Today's FeedCast special is brought to you by James Hallett, KW South Sales Team Manager, Anna Sutcliffe, KW Nutritionist and Anna Dinsdale, AB Vista Nutritionist. This episode addresses potential winter feeding issues and products you can use to take advantage of the strong milk and beef prices this year, despite the variable forage quality and uplift of 30% in feed prices over the last year.This year we need to equip herds to deal with the poorer forages we have seen so far and ensure we get returns from it. To do this we must put ruminal health and efficiency first in order to maximise what we get from our feed.Firstly, we look at products to unlock fibre before it even enters the rumen. Vista Pre-T is a treatment that increases the surface area in your forage, maize or whole crop. Addition of this product can generate an additional 0.8MJ of energy giving you more from less.Forage analysis is highly variable this year with some grass silages containing very high levels of lactic acid, in this situation AcidBuf, a long acting rumen buffer, is very effective at preventing acidosis. AcidBuf is priced very favourable against alternative buffering agents currently and it provides a highly available source of Magnesium and Calcium increasing rumen productivity and ensuring you get the most from every mouthful.Finally it is worth considering a yeast to maximise your rumen health. Live yeast can work in 3 ways, firstly they create a more favourable environment for the fibre digesting bacteria, secondly they compete against lactic acid producing bacteria and finally can act as a nutrient source for the fibre digestors. These products allow you to maximise your fibre digestion on farm, giving you the most energy for the herd and ensuring you get maximum ROI from every animal.
Today's FeedCast is brought to you by Chris Davidson. This episode has been delayed due to the weekend events in Ukraine and the timings of the latest USDA report to give you the most up to date information possible. Two weeks ago we were dealing with the markets response to the government's mini budget, and we hoped that if we waited the markets would go back to focusing on supply and demand fundamentals. Sadly, whilst this happened to an extent, the financial markets remain nervous about the government plans. Then, over the weekend, we have seen increased tensions between Ukraine and Russia which has resulted in increased risk perceived in commodities coming out of the black sea region.Wheat futures hit a 3 week high on the back of this instability before beginning to fall again. This fall is partly due to Russia not continuing to retaliate to the bombing of the Crimea bridge and partly due to the USDA report yesterday, suggesting wheat and maize stocks are better than expected. However, world wheat stocks are expected to fall year on year. The price also remains linked to the black sea export corridor continuing. This corridor deal is due to expire in mid-to-late November and negotiations could be tricky, as we are already seeing with Russia stating new demands to NATO. Whilst the corridor staying up will likely push prices lower in the end, we could see more spikes in pricing as those negotiations take place. Right now it is a wait and see situation, there is definite risk however and I would not advise anyone to enter winter with no cover.From a soya perspective we are heading in to the US harvest but the USDA report yesterday has again reduced yield expectations. This is causing uncertainty in the markets resulting in higher pricing. The world view however is very different with positive numbers coming out of South America, we are also seeing a lowering in demand, especially from China. This has resulted in a risky but very high price, with markets again waiting to see what happens before buying or looking at cheaper alternatives such as NovaPro.Mid proteins have followed the soya prices higher. Rape meal is struggling due to poor seed flows in Europe and the uncertainty around cost of production due to the energy markets. All leading to uncertainty over actual crush numbers and this is again resulting in high prices and people looking to cheaper alternatives such as Vivergo Wheat Distillers. In summary the last two weeks have given us shocks and surprises but the market situation has remained largely unchanged. In the nearby people are still focused on spot and filling gaps where they can. When looking forward the alternative products are the ones to watch right now.
Today's Feedcast is brought to you by Chris Davidson, discussing the unprecedented currency changes and how they are affecting the raw materials markets. Overall it feels like a wait and see before investing at today's levels.Fundamentally the markets are performing well and looking bearish if anything. However we are not seeing this reflected in the pricing due to the risk associated with the UK's failing economy. So while we should be seeing falling commodity prices, this is not trickling through and instead we are seeing price hikes.On the soya front the US harvest is about to get underway. However in the last week or so the USDA have announced a reduction in the size of the crop which has surprised the market. While this potentially affects US supply, they are not seeing the demand increase due to Argentina already selling in to the market. Looking at today's prices it feels like this lack of demand is not yet featured and ultimately the price will need to fall for the US to be competitive in the world markets. As the demand picture becomes clear this should result in a lowering of this price.The South American crops are being watched carefully at the moment with very dry conditions having the potential to affect crops from wheat to second planting maize. At the moment large crops are being forecasted but this could change if the rain does not fall. In the mid-proteins the picture around rape looks uncertain, this is due to market speculation on gas prices and how seed will be moved around, resulting in a very high price and respectively very low demand. Distillers from Vivergo, Ensus and imported wheat have also taken a downturn in demand, this is following questions on site and production numbers.Cereals are also experience high price volatility with the Russia and Ukraine situation adding risk in to the price. With the amount of grain we are seeing coming out of both Russia and Ukraine at the moment the price should be lower, but the risk of this stopping suddenly has been captured in the price.The risk of global recession and concern around the demand is therefore weighing on a lot of things, while we are seeing the downside in commodity markets the currency issue here in the UK means we are not seeing the lower prices currently. The best advice is to wait and see what happens next, with a safe bet at the moment to cover on UK based products such as Novapro.
The latest Feedcast, brought to you by Chris Davidson and James Barker, continues to highlight the volatility we see in the market and how you should be looking for opportunities where you can, while being aware the market is trying to head up rather than down.They start by describing the grains market at the moment. Maize in particular has seen a large rally off the back of the annual ProFarmer crop tour, which has taken place in the US over the last week. This year has seen maize estimates 15mT lower than the current USDA forecast, coupled with the weak European crop, these prices are likely to remain bullish. With Nov Wheat futures trading between £260-£270, it is worth considering taking cover if they get back to the £260 level.The tour has also looked at soya, and while estimates started slow resulting in price increases, they have ended up around current USDA estimates and the price is beginning to fall again. It is worth noting that the currency exchange rates are affecting this pricing heavily at the moment with the Doller stronger against a weak Pound. There is even talk of reaching parity at some point. However with harvest about to commence in the next few weeks and if the weather is as expected, we may well see a dip and an opportunity to buy, watch this space carefully!Rapemeal is a different story with a large rally on pricing over the last fortnight due to the very high energy prices we are seeing at present. This has resulted in an increase on Winter pricing of between £20-£30T. However not all is doom and gloom with May-Jul seeing some discounting as crushers look to increase their forward sold positions. We believe it is worth keeping an eye on these prices and looking at taking cover if they continue to dip.Opportunities in the market right now include Palm Kernels, one of the cheapest prices we are seeing right now, especially considering the SugarBeet and Soya Hull pricing and the fact wheat feed is hard to buy. Also worth a look is Vivergo Wheat Distillers who are back in the market and are seeing no sign of a slowdown. Finally NovaPro is also great value to fill up your DUP, while soya remains at the high price we are seeing at the moment. In the main the pricing in the markets today is really encouraging you to look at home grown products with good availability – let's not forget these are great from a sustainability point of view too – a win:win.As always if you have any questions on any products or pricing don't hesitate to call the office or speak to your seller
Today's episode of Feedcast is brought to you by James Barker and Jonathan Hanson from the KW buying and product teams. Today they are discussing the cereals markets around the world and how they continue to be affected by the global weather and the ongoing situation in Ukraine. The last two weeks has seen the markets continue to be choppy with the Chicago futures, French and London markets all seeing increases due to the ongoing Ukraine crisis. While the first boat has now left port, this good news doesn't seem to have calmed down the prices. The situation is still turbulent and consequently the volatility still remains. Globally, the hot, dry weather is still the main story across Northern America and Europe. These conditions are affecting key crops at key growth stages for the plants. Of course a forecast is a forecast and changeable but this will add continued volatility to the market as we wait for harvest to see how badly the crops have been affected, over the course of the last week both the USDA and France have lowered the amount of good to excellent crops by 3% and 7% respectively. Interestingly while this has caused a fluctuation in prices in the corn and soya markets, ground maize is holding and may well offer a good opportunity now.Rapemeal has also seen an increase over the last fortnight due to crushers being well sold, and the lower Rhine levels. Here the lack of rain has seen water levels fall, this means boats cannot fill as much as they like in Germany and has resulted in lower availability. As a result of this NovaPro and rape expeller are looking excellent value for summer and moving forward in to winter. From a fibre perspective we have not seen much movement with SugarBeet pricing remaining firm and soya hulls looking competitive against them.It is worth also looking at your performance products. Gas prices have again reached around £5/therm, back to the highs at the start of the invasion. This will affect production costs and it is worth looking at these products now as the volatility is likely to remain for some time to come.As always we are here to help if you need any further information, but keep watching the dips and take advantage of opportunities when you see them.
Today's Feedcast is brought to you by James Barker and Jonathan Hanson, one of our KW product Managers. This episode sees them discussing what has been happening over the last few weeks in the world markets, including the political and weather influences to pricing.The potential Ukraine food corridor continues to affect the raw materials markets, especially the wheat, which has seen high levels of volatility as optimism remains around the opening of the corridor, which of course has been ongoing for a while now. 20 million tonnes of grain is sitting ready to leave Ukraine, the question is will it actually be released. The daily change in the likelihood of this happening means the price continues to fluctuate rapidly even though the actual situation remains at a standstill.Also affecting the world markets and topical today is the weather. Any change in the forecast can affect pricing. Right now we are at a critical time for growing in North America and the weather is not playing ball. On top of this the condition of the crops continues to deteriorate, as this falls, prices continue to firm up. All these external factors including currency, talk of recession and inflation rates are affecting the volatility we are seeing at the moment. This means you need to pick dips when they happen and take advantage with a percentage of your needs, helping you to take risk out of your books. With the majority of pricing coming off the back of media stories rather than facts and figures, it is a very difficult market to get right.The majority of the protein and fibre prices have remained stable this fortnight, with the exception of NovaPro which still looks very good value compared to soya. As always if you want to talk about anything discussed in today's podcast or require feeding advice please contact your sales specialist or the KW office.
Today's episode of KW FeedCast is brought to you by Chris Davidson and James Barker, discussing the volatility in the markets at the moment and the slightly more positive outlook right now.Wheat has been the biggest mover in the last few weeks, from its May peak at mid £360's, it has now declined by around £100 per Tonne. This is partly due to the fairly positive news of Russian withdrawal from snake Island, meaning the markets do think an export corridor could be possible. On top of this Russia has lowered its export tax by around $60perT enabling it to try and compete in the world markets again. All of this means now is a good time to think about forward cover, if the Russian:Ukraine export corridor does not open these prices could change very rapidly for the worse. Rapemeal is a similar story, again reflecting the potential exports from Ukraine but also the loosening of palm oil exports from Indonesia and some talk that the EU maybe reduce Biodiesel mandates. UK availability is looking good and price is at a sensible level to take cover. It is also a good time to utilise NovaPro in your diets as sustainability comes back on the processors agendas, at £100 below the soya price it is a good way to save on the protein cost and lower your carbon footprint. It is worth considering that risk is equally high in the oil markets with food security high on everyone's agendas, only one and half months ago Indonesia had banned exports so the market remains very fluid and dynamic. Soya is still well supported with world stocks tight and demand strong. The USDA report lowering the US planting acreage by 2-2.5 million tonnes has helped to support this price, however we did see a sell off last Friday due to sellers operating a risk-off mentality. It feels like these prices will remain supported over the coming months as we watch the weather closely in the soya growing regions.Finally it is worth noting the gas price at the moment. This has rocketed back to 400p a therm in the winter due to the planned shut down of the Russian gas pipeline Nordstream1 and concerns it will be used as a further tool to limit supplies to Europe.. This gas price can affect feed additives and specialist products such as Urea and Caustic. You must continue to think about the background costs as well as the commodity markets themselves. Now is the time to look at getting the risk off your table, we believe this is a low point in the market and the risk of an upturn is high. If this happens prices will rise very sharply.
Your latest commodity update is brought to you by Chris Davidson and James Barker. This episode starts by discussing the rape market. Rape has had a big drop off from the over £400 highs we have seen and is now available in the low £300's in some places. When buying rape we tend to advise to look at around 60-62% of the soya price, we are back to this sort of level, which seemed unachievable a few weeks ago. Sadly, there is a caveat to this, following the announcement of Cargill's decision to shut their crush in Hull. This has resulted in Northern prices not seeing the lows of the South. Positively with Vivergo reopening there will be alternative mid-proteins on the market.As we advised last time the rape and cereals price will be affected by the possible Russian/UN deal around the Odessa port and no one knows which way this deal will go. Now is the time to think about cover as whatever happens will happen quickly so you do need to manage your risk.Soya is now looking less favourable due to increasing hot, dry conditions causing some rallies. The currency is also a factor here as the loss of a cent can mean an increase of £5 in the price. From a food oil perspective soya has also taken a hit with rape going well and Indonesia ready to export palm oil again, this has meant meal price needs to remain firm to support the crush margin. Over the next few months soya pricing will be based on what the weather does, this is a risky place to be and can leave you exposed. Positively, home grown options such as NovaPro and rape expeller are a brilliant cost effective replacement here.Our main takeaway this week is if your book is looking empty, you need to evaluate your risk and maybe now is the time to act.
Today's FeedCast looks at the political influences affecting the world markets as well as focusing on specific feeds available in the UK.The last few weeks have seen the grains markets fall heavily, this has been driven by the potential talks between Russia and the UN, focused on allowing grain and oil seed to leave Ukrainian ports. Depending on the outcome of these negotiations the prices could continue to fall or rise dramatically and the futures pricing is balanced on a knife edge around this.From a crop perspective the Ukrainian plantings have gone well and added potential additional stock to world levels. The UK crop is also looking positive, assuming the weather holds for getting it out of the ground. The majority of Europe is also looking positive aside from France, which has suffered severe weather resulting in a downgrade, with more to potentially come. The US remains questionable with periods of dryness continuing to affect the crop. On top of this Maize is equally worrying with the Brazilian crop recently downgraded. All of this means the grains markets are well supported and you need to think carefully about taking cover and when. Protein wise soya remains stable, the US planting has caught up and the national average is back to where we expect it for this time of year. Demand remains strong and this means prices are supported. Closer to home the rape market in the UK is falling, especially in the south, and this is driving demand for the Aug-Apr pricing. In the mid-proteins Vivergo is about to release product and this will cement itself in to the market over the coming months. Fibres see SugarBeet remaining firm and hard to buy due to the high demands resulting in more interest around soya hulls and imported sugar beet. Risk management is key at the moment and you shouldn't put all your eggs in one basket. As always if you wish to discuss these issues further please contact your local sales specialist.
This Feedcast special is focusing on the beef finishing markets. Today, Tom Spears, our resident sales specialist and Anna Sutcliffe, one of KW's ruminant technical managers, discuss what has happened to the beef industry over the last 12 months and how important the right feeding regime is for your cattle.Since June 2021 we have seen a rapid increase in the deadweight price but on the flip side this has not risen as quickly as the input costs, including feed. Anna and Tom discuss the cost of a basic barley ration and the change they have seen in these systems over the last year, including the movement to a lower starch diet through the utilisation of co-products. They advise that improving your cattle rumen health and keeping your herd happy and healthy is the best way to increase your overall profitability.Challenge the team to help you improve your business at Beef Expo this Saturday (May, 28th) or contact the team in the office today.