KW FeedCast
72 episodes - English - Latest episode: 2 days ago -Brought to you by KW 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.
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Episodes
KW FeedCast - 22 April 2024
April 23, 2024 16:00 - 19 minutes - 13.1 MBThe 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 re...
KW FeedCast - 27 March 2024
March 28, 2024 11:00 - 12 minutes - 8.32 MBThe 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...
KW FeedCast - 12 March 2024
March 13, 2024 12:00 - 11 minutes - 7.74 MBThe 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 adv...
KW FeedCast - 29 February 2024
February 29, 2024 10:00 - 19 minutes - 13.4 MBThe 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 n...
KW FeedCast - 29 January 2024
January 30, 2024 15:00 - 12 minutes - 8.85 MBThe 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 Eri...
KW FeedCast- 16 January 2024
January 18, 2024 09:00 - 15 minutes - 10.7 MBThe 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 S...
KW FeedCast - 18 December 2023
December 19, 2023 12:00 - 9 minutes - 6.22 MBThe 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 t...
KW FeedCast - 6 December 2023
December 06, 2023 12:00 - 11 minutes - 7.69 MBThe 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 Braz...
KW FeedCast - 20 November 2023
November 20, 2023 20:00 - 13 minutes - 9.43 MBThe 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 exp...
KW FeedCast- 6 November
November 07, 2023 16:00 - 10 minutes - 6.94 MBThe 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, Distill...
KW FeedCast - 20 October 2023
October 23, 2023 09:00 - 11 minutes - 7.97 MBThe 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 ...
KW FeedCast - 9 October 2023
October 11, 2023 11:00 - 15 minutes - 10.7 MBThe 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...
KW Feedcast - 14 September 2023
September 15, 2023 10:00 - 13 minutes - 9.38 MBThe 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...
KW FeedCast - 14 August 2023
August 17, 2023 11:00 - 13 minutes - 9.21 MBThe 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...
KW FeedCast - 19 July 2023
July 19, 2023 16:00 - 11 minutes - 7.82 MBThe 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 Eu...
KW FeedCast - 4 July 2023
July 04, 2023 16:00 - 7 minutes - 4.88 MBThe 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 includin...
KW FeedCast - 20 June 2023
June 20, 2023 10:00 - 8 minutes - 5.93 MBThe 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 lo...
KW FeedCast - 8 June 2023
June 08, 2023 14:00 - 14 minutes - 9.92 MBThe latest episode of FeedCast is brought to you by Chris Davidson, our raw material expert. As usual he provides an outlook on the protein, mid protein and cereal markets. Starting with a general overview of the markets, we have seen the markets move away from South America to focus on North America plantings, whilst more locally, we are still focusing on the weather and as always looking at the situation in Ukraine and Russia. Wheat has bounced away from its lows and looks to being try...
KW FeedCast - 10 May 2023
May 11, 2023 13:00 - 15 minutes - 10.6 MBThe latest episode of FeedCast is brought to you by Chris Davidson, our raw material expert. As usual he provides an outlook on the protein, mid protein and cereal markets. Starting with proteins and kicking off with Soya. There is some good news in the fact that we have been seeing Soya break in the last few weeks as well as seeing positive currency movements from a UK point of view. The US plantings are getting off to a good start, meaning focus has moved away from an Argentinian crop wh...
KW FeedCast - 25 April 2023
April 24, 2023 19:00 - 8 minutes - 6.01 MBThe latest episode of FeedCast is brought to you by James Barker, our Raw Materials Buyer and Laura Wildash one of our Sales Traders. As usual they will be providing an outlook on the protein, mid protein and cereal markets. They start with discussing the situation in Ukraine as the grain deal is coming to an end on the 18th May. With various meetings happening between United Nations and Russia this week, it is expected that the volatility will continue and that the 18th May will be a key ...
KW Feedcast - 28 March 2023
March 28, 2023 10:00 - 9 minutes - 6.34 MBThe latest edition of KW FeedCast sees Chris Davidson and James Barker discussing some positive news on the commodities markets. This week has seen no change in the fundamentals, Argentina is still expecting a record loss in soya, while Brazil are still running behind due to the bad weather. We have also seen an extension in the Ukraine grain corridor for the next 60 days. However, Russia have made some big demands to keep it open past this time, including reinstated access to swift banking...
KW FeedCast - 13 March 2023
March 15, 2023 16:00 - 12 minutes - 8.28 MBThe latest episode of FeedCast is brought to you by Chris Davidson, our raw material expert. As usual he provides an outlook on the protein, mid protein and cereal markets. Starting with Cereals, we had the USDA report last week, with the wheat point of view relatively bearish. We saw increases in production estimates across numerous countries and world end stock projections move higher . Although we are in market slowly trending lower due to the fact that those stocks are increasing, there...
KW FeedCast - 28 February 2023
February 28, 2023 16:00 - 10 minutes - 7.5 MBThe latest episode of FeedCast is brought to you by Chris Davidson, our raw material expert. As usual he provides an outlook on the protein, mid protein and cereal markets. Starting with soya, which is the most interesting at the moment due to its stubbornness to fall despite no real change in the market. Brazil, admittedly has struggled with the harvest over recent weeks due to heavy rain, however they are only 10% behind year on year and are expecting a record harvest of over 150mT. On th...
KW FeedCast - 23 January 2023
January 24, 2023 08:00 - 13 minutes - 9.09 MBChris Davidson is back with us for the second Feedcast of 2023, as usual he is discussing the main raw material markets and any opportunities he sees arising. Soya remains the biggest mover this week with the price volatility remaining due to the dryness in Argentina and the questions that remain over the Chinese demand for the crop. With rain this weekend we have seen prices stabilise but markets remain bullish, with heavy losses expected from the crop and the lowest good to excellent rati...
KW FeedCast - 4 January 2023
January 06, 2023 14:00 - 12 minutes - 8.86 MBOur 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...
KW FeedCast - 21 December 2022
December 21, 2022 09:00 - 10 minutes - 7.11 MBThe 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 ...
KW FeedCast - 5 December 2022
December 06, 2022 13:00 - 14 minutes - 9.88 MBThis 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 av...
KW FeedCast - 8 November 2022
November 09, 2022 13:00 - 12 minutes - 8.94 MBTodays 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 advantag...
FeedCast Special - Winter Feeding
October 24, 2022 16:00 - 15 minutes - 10.4 MBToday’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 w...
KW FeedCast - 13 October 2022
October 14, 2022 07:00 - 15 minutes - 10.6 MBToday’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 t...
KW Feedcast - 26 September 2022
September 29, 2022 07:00 - 16 minutes - 11.6 MBToday’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 tricklin...
KW Feedcast - 31st August 2022
September 02, 2022 11:00 - 15 minutes - 10.6 MBThe 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 estimat...
KW Feedcast - 2 August 2022
July 29, 2022 10:00 - 10 minutes - 7.41 MBToday’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...
KW Feedcast - 19 July 2022
July 19, 2022 12:00 - 12 minutes - 8.41 MBToday’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 o...
KW Feedcast - 5 July 2022
July 05, 2022 17:00 - 18 minutes - 13 MBToday’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 ...
KW Feedcast - 21 June 2022
June 22, 2022 06:00 - 13 minutes - 9.41 MBYour 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 t...
KW Feedcast - 7 June 2022
June 07, 2022 11:00 - 13 minutes - 9.62 MBToday’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 aroun...
Feedcast Special - Beef Finishing
May 25, 2022 15:00 - 14 minutes - 9.76 MBThis 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 cos...
KW Feedcast - 17 May 2022
May 18, 2022 11:00 - 15 minutes - 10.9 MBToday’s Feedcast is brought to you by Chris Davidson and as usual gives you an overview of the raw material markets today, focusing on wheat, soya and the mid proteins. The wheat market continues to move higher and higher breaking new records. This week it is off the back of India deciding to ban exports, while this was not a surprise, the confirmation has resulted in London Wheat opening on Monday 16th £15 higher. This has resulted in new crop now being around the same price as old crop. ...
Feedcast Special - NovaPro
May 10, 2022 15:00 - 17 minutes - 12.3 MBToday’s Feedcast special covers everything you need to know about NovaPro. A high rumen bypass rape expeller that provides a sustainable and cost effective solution to meeting the protein requirements of high performing cows. NovaPro is made from 100% British grown rapeseed which undergoes hot mechanical expelling of oil at Yelo in Stratford upon Avon. It is then treated with Xylig (natural wood sugars) and gentle steam treatment to increase the bypass protein content to a similar level to ...
KW Feedcast- May 4 2022
May 04, 2022 14:00 - 16 minutes - 11.4 MBTodays episode of Feedcast sees Chris Davidson discussing the current UK market before moving on to an overview of the grains, soya and fibre markets more generally While the UK remains tight in the nearby, there are signs of loosening coming towards the end of May and in to June. Currently; distillers are propped up by the false start at Vivergo, Ensus down time and a lack of imports. Rapemeal is beginning to see crushers looking at business left to be done and the soya arrival has been de...
KW Feedcast - 5 April 2022
April 06, 2022 08:00 - 10 minutes - 7.17 MBThis episode of Feedcast is brought to you by Chris Davidson and James Barker. Today they discuss the current wheat market, the latest USDA report and what opportunities there are currently. Starting with the wheat, we are beginning to see interest in the new crop especially around November pricing, where it looks like there is a £50 discount on new crop. As the uncertainty in the cereals markets continue now is the time many are focused on forward cover to eliminate the risk. Especially co...
KW Feedcast - 07 March 2022
March 08, 2022 12:00 - 8 minutes - 6.11 MBThe latest issue of Feedcast sees Chris Davidson discuss the markets reactions to the war in Ukraine. Prices are continuing to be in a state of flux and have hit record highs in the majority of all commodity markets. This is due to the concern over the lack of supply coming from the black sea region for the foreseeable future. Closer to home we are beginning to see more interest in the EU grain supply, however getting quotes on large amounts of material is very challenging. The UK remains...
KW Feedcast Special - 2 March 2022
March 02, 2022 09:00 - 9 minutes - 6.44 MBFollowing the developments in Ukraine, KW brings you a Feedcast special. Chris Davidson discusses the potential impacts to the wheat and gas markets and what this could mean to you at this time.
KW Feedcast - 22 February 2022
February 23, 2022 08:00 - 11 minutes - 7.97 MBThe latest episode of FeedCast is brought to you by Chris Davidson. As usual he brings you updates on the wheat, protein and fibre markets. A new picture is forming in the wheat markets although this is linked to the outcome of the Russia: Ukraine situation. Here in the UK we have seen enough rain to dispel any drought worry for the new crop and likewise this is the same across the channel in Europe and through to the black sea region. French wheat has now been rated 95% good to excellent w...
KW Feedcast - 8 February 2022
February 08, 2022 15:00 - 15 minutes - 10.9 MBThis episode is brought to you by Chris Davidson and James Barker, as usual they detail the wheat, soya and mid protein markets, offering suggestions on opportunities where they see them. Despite the volatility in the wheat market we are seeing a downward trend in the wheat futures. This is varying daily but is averaging at around £219, and could result in opportunities, depending on the Russia - Ukraine outcome. Heading in to the new crop weather is looking good across Europe and the Black...
KW Feedcast - 11 January 2022
January 11, 2022 17:00 - 13 minutes - 9.37 MBWelcome to the first Feedcast episode for 2022. Chris Davidson is with us once again to update you on what has happened over Christmas and give a forward look at the commodities markets. Over the Christmas break everything has remained bullish, really continuing the general themes around the around world of prices and inflation increasing on most things. Soya has moved the most over the festive season with El Nina weather continuing to threaten the Argentinian crop, this has resulted in co...
KW Feedcast Episode 22 - 14 December 2021
December 17, 2021 09:00 - 17 minutes - 11.9 MBOur latest episode of Feedcast addresses the external factors that are affecting the markets at present as well as a quick look at the USDA numbers released this week. There are three potential factors that could impact the markets at the moment. Firstly, Omicron, while the initial impact of the new strain of corona virus has eased, the thought of new lockdowns could easily cause more uncertainty. Secondly, the military developments in Russia and the Ukraine are being watched closely by th...
KW Feedcast Episode 21 - 30 November 2021
December 02, 2021 08:00 - 14 minutes - 10 MBThe latest episode of Feedcast brings you Chris Davidson and James Barker discussing the effects of the latest Covid variant, Omicron on the markets. As well as an expected boost to the mid-protein market come early 2022. As the latest Covid variant begins to threaten lockdowns and travel restrictions, the markets are reacting to the volatile outlook but seeing prices drop. Obviously the demand is still there, but in this environment supply and demand fundamentals cease to apply, as risk to...
KW Feedcast Episode 20 - 17 November 2021
November 18, 2021 15:00 - 13 minutes - 9.35 MBThe latest episode of KW Feedcast gives you an overview of the soya, wheat and mid-proteins markets as we move towards Christmas. Brought to you once again by KW raw material expert Chris Davidson. The soya market, which has been relatively static recently, has started to rise over the last few weeks. Partly this is due to an unexpected decrease in yields announcement from the USDA, unsubstantiated talk of China re-entering the market and increased internal demand. The South American crop...