Combinables Price Tracker

teslacoils

Member
Arable Farmer
Location
Lincolnshire
Unsure. The Ukraine situation has become embedded now. If youre like me and usually have several news feeds on your screen at once, I can tell you the number watching the BBC reports has dropped from close to 200k down to sub 20k. Its a bit "yeah, yeah" now. Focus is more on conditions around the world. Until Donbas joins Russia proper and Zelensky agrees to actually nogiciate.
 

Clive

Staff Member
Arable Farmer
Location
Lichfield
Not cheap but has potential to make food much cheaper if biofuel mandates reduced. Hence why germany proposed reducing mandates from 4.4% to 2.4% last week and OSR fell 60 euros on the news.........

This thread has strong recurring theme of confirmation bias going on, wheat is undoubtedly bullish with what is going on...but how much of this has been priced in by the market by wheat going up £150 in a few months?

we have lost at least 20% of global supply as no way imo that wheat will ship from anywhere that uses any black sea ports for sometime - would you underwrite a boat to navigate through mined water? there is no other realistic way to ship volume from that area

on top of this weather in several key producing countries and many farmers reducing fertiliser input due to cost

yet new crop is still below old crop price ? !

logic more than confirmation bias imo
 
we have lost at least 20% of global supply as no way imo that wheat will ship from anywhere that uses any black sea ports for sometime - would you underwrite a boat to navigate through mined water? there is no other realistic way to ship volume from that area

on top of this weather in several key producing countries and many farmers reducing fertiliser input due to cost

yet new crop is still below old crop price ? !

logic more than confirmation bias imo

Pretty sure Ukraine is not 20% of global wheat supply, but ok...........
 

Daniel

Member
I totally agree. But it is very painful waiting for the price to adjust.
And it needs to go up beyond break even into an actual profit, the retailers will fight tooth and nail to try and stop that happening. Reports today that they’re trying to import eggs from Poland to fill the impending shortfall.


Not sure how many surplus eggs Poland will have given they have the same feed price pressures we do and have a lot of refugees to feed, but that won’t stop UK supermarkets trying.
 

redsloe

Member
Location
Cornwall
And it needs to go up beyond break even into an actual profit, the retailers will fight tooth and nail to try and stop that happening. Reports today that they’re trying to import eggs from Poland to fill the impending shortfall.


Not sure how many surplus eggs Poland will have given they have the same feed price pressures we do and have a lot of refugees to feed, but that won’t stop UK supermarkets trying.
They are fecking barstewards, probably looking at record profits too just like BP and shell.

If they work on a profit margin, the higher the price, the higher the profit.
 

SFI - What % were you taking out of production?

  • 0 %

    Votes: 80 42.3%
  • Up to 25%

    Votes: 66 34.9%
  • 25-50%

    Votes: 30 15.9%
  • 50-75%

    Votes: 3 1.6%
  • 75-100%

    Votes: 3 1.6%
  • 100% I’ve had enough of farming!

    Votes: 7 3.7%

Red Tractor drops launch of green farming scheme amid anger from farmers

  • 1,293
  • 1
As reported in Independent


quote: “Red Tractor has confirmed it is dropping plans to launch its green farming assurance standard in April“

read the TFF thread here: https://thefarmingforum.co.uk/index.php?threads/gfc-was-to-go-ahead-now-not-going-ahead.405234/
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