Episode 3

Episode 3 Episode 3 is Australias leading food and agriculture markets analysis service.

New AgWatchersX episode out now.Matt and Andrew cover a packed week across geopolitics, red meat trade, climate and spor...
18/06/2026

New AgWatchersX episode out now.

Matt and Andrew cover a packed week across geopolitics, red meat trade, climate and sport. In this episode, we discuss the apparent end of the Iran conflict, China’s beef import quota being unofficially met, the declaration of El Niño, and what it could mean for Australian agriculture.

We also finish with a look at the World Cup and the chances of Scotland and Australia, with the usual mix of analysis, optimism and wishful thinking.

Listen on the link below 👇

episode3.net/links

Is Canberra distorting the fert market by picking winners?In this episode of AgWatchers, we speak with Mark Been from Ma...
04/06/2026

Is Canberra distorting the fert market by picking winners?

In this episode of AgWatchers, we speak with Mark Been from Marnco AU about what is really happening inside Australia’s fertiliser supply chain.

Urea concerns have eased slightly, but the discussion has shifted to phosphate supply, government underwriting, market transparency and whether selective support risks distorting competition.

A timely conversation on one of the most important input markets for Australian agriculture.

Apple:

https://podcasts.apple.com/au/podcast/is-canberra-distorting-the-fertiliser-market/id1519923844?i=1000771090584

Spotify

https://open.spotify.com/episode/5wFim44fQcFeBmnBUHB69g

China’s latest US farm buying pledge is aimed at helping make farmers great again.Just not necessarily Australian farmer...
18/05/2026

China’s latest US farm buying pledge is aimed at helping make farmers great again.

Just not necessarily Australian farmers.

The headline is US$17b per year, plus a separate soybean commitment that could add around another US$10b if China follows through.

The real issue is managed trade. If China starts buying to satisfy Washington, rather than purely on price, freight, quality and availability, Australian exporters could get squeezed.

I’ve written more on what this means for Australian agriculture.

Read it here:

https://episode3.net/conversations/managed-trade-is-back-and-australian-agriculture-is-exposed/

This week on Ag Watchers, we’re joined by Shannon Beattie from Bush and Beyond Media for a great chat about agricultural...
14/05/2026

This week on Ag Watchers, we’re joined by Shannon Beattie from Bush and Beyond Media for a great chat about agricultural communications, storytelling and the changing media landscape.

We talk about the difference between communications and marketing, how to make complex agricultural information easier to understand, why authenticity matters, and why chasing viral content is not always the answer.

A useful listen for agribusiness professionals, researchers, industry bodies and anyone trying to communicate with farmers and the broader agricultural sector.

Spotify:
https://open.spotify.com/episode/1VMw1eY0emQzbwB5oMquAr

Apple:
https://podcasts.apple.com/au/podcast/how-to-talk-ag-without-boring-everyone-senseless/id1519923844?i=1000767684260

Join Episode 3 and Judo Bank for a discussion on the fertiliser, fuel and grain markets, and what current global volatil...
12/05/2026

Join Episode 3 and Judo Bank for a discussion on the fertiliser, fuel and grain markets, and what current global volatility could mean for Australian agriculture.

We'll be joined by Warren Hogan, Jason Marr and Lucinda Carroll.

We’ll cover:

Fertiliser and diesel market risks

Grain market outlooks

Freight and shipping disruptions

The broader economic outlook for agriculture

Register here:

https://episode3.net/grain/free-webinar-fertiliser-fuel-and-grain-markets/

Albo urea deal is better than nothing. Many countries are hunting down urea, so any deal is better than no deal. It is i...
17/04/2026

Albo urea deal is better than nothing.

Many countries are hunting down urea, so any deal is better than no deal. It is important to note that this agreement equates to 8% of the five year average imports for urea.

From Canberra to conflict, the ripple effects of global instability are being felt at the farm gate.In the latest episod...
16/04/2026

From Canberra to conflict, the ripple effects of global instability are being felt at the farm gate.

In the latest episode of the AgWatchers Podcast, we’re joined by Julie Collins to discuss how tensions in the Middle East are shaping fuel prices, fertiliser costs and the future of Australian agriculture.

A timely conversation on policy, resilience and the realities facing producers in an increasingly uncertain world.

Apple:

https://podcasts.apple.com/au/podcast/agwatchers/id1519923844

Spotify:

https://open.spotify.com/show/6WUBvXd4EYCYUBIXJUr76p

Official stats show that Australia has imported around 300k tonnes of urea to the end of February. This is a good start,...
14/04/2026

Official stats show that Australia has imported around 300k tonnes of urea to the end of February. This is a good start, and the second highest on record for the first two months of the. The problem is that the conflict started at the end of February. The key timing is from April onwards.

The second chart shows the countries where we get the majority of our urea from, and with many from the Middle East facing issues, we need to increase our volumes from our neighbours in Asia.

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