KW FeedCast
76 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
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...
KW Feedcast Episode 19 - 2 November 2021
November 04, 2021 14:00 - 11 minutes - 7.66 MBToday’s episode sees Chris Davidson discussing the global wheat market, how soya is performing, before touching on mid-proteins and issuing a warning on performance products. The wheat market has seen a seismic shift over the last week, with May futures breaking the £230T mark. World stocks are now influencing price as demand continues to outstrip supply. For example, we have recently seen Saudi Arabia buy 1.3mT of Black Sea wheat, over double what they originally tendered for and Egypt see...
KW Feedcast Episode 18 - 19 October 2021
October 20, 2021 09:00 - 11 minutes - 8.24 MBThis episode of Feedcast is brought to you by Chris Davidson and James Barker, and they don’t want to go over the same material again but the headline is you need to secure your winter ration now or risk running out on farm. First they foray in to fibre, where it is not a pretty picture at the moment. British Sugarbeet 1st price has been withdrawn, with no sign of a second price at the moment, and with gas prices where they are will they continue to dry it? Imported Sugarbeet prices look hi...
KW Feedcast Episode 17 - 05 October 2021
October 06, 2021 14:00 - 14 minutes - 10.1 MBThe latest episode of Feedcast continues to highlight the logistics and availability woes that we have seen of late. Chris Davidson and James Barker are on hand to discuss how you get what you need when you need it and the challenge of doing so! The key topic this episode is Rapemeal and the lack of it. At the end of last week prices were withdrawn from all major crushers in the UK until the end of January at the earliest. As a result prices have sky rocketed and heading towards the highs s...
KW Feedcast Episode 16 - 22 September 2021
September 23, 2021 09:00 - 17 minutes - 12.4 MBToday’s episode of Feedcast highlights the concerns around lack of supply and the risks this is causing in the market. With roughly only 40% of the market covered at the moment for winter, now is the time to begin to think about getting the materials you need. While the US soya harvest is in early days at the moment, the first reports are of yields not looking as good as hoped. The markets are relying on a good crop coming out of North America for the winter ration, without this we can expe...
KW Feedcast Episode 15 - 7 September 2021
September 07, 2021 14:00 - 12 minutes - 8.81 MBIn the latest episode of Feedcast hear James Barker and James Butt-Evans discuss the forthcoming USDA report, where the UK wheat market is and the effects of the weather and logistics on the global raw materials market. This Friday sees the latest full acreage report come from the USDA. This will be an important marker for the short/medium term direction for trade. Potentially this will show an increase in corn acreage and no change for soya, but what will this mean for yield? Continuing...
KW Feedcast Episode 14 - 17 August 2021
August 20, 2021 10:00 - 10 minutes - 7.19 MBThis episode sees James Butt-Evans and James Barker discussing the current outlook of the raw materials markets with an update on the latest USDA report. This had some bullish surprises for corn and wheat markets. Although the US are still expected to have their second largest corn crop ever, the US carry out for 2021/22 was lower than trade estimates due to the difficult hot weather across some areas of the US. The wheat market has followed in a similar trend as we saw Russian and Canadian...
KW Feedcast Episode 13 - 3 August 2021
August 03, 2021 16:00 - 8 minutes - 5.56 MBIn today’s episode of KW Feedcast, Raw Materials Buyer, James Butt-Evans looks in to the increasing wheat prices and what deals are existing in the markets at the moment. While the barley harvest is now 50% cut and prices are alleviating, wheat is a whole different story. The tightening in the wheat market is due to a variety of factors. Firstly the European harvest, which has been severely delayed by the rain. 50% is now cut, however over 400,000T of boats are waiting to be loaded. The rai...
Feedcast Special - C*Traffordgold
July 30, 2021 11:00 - 23 minutes - 16.5 MBIn this special edition of KW Feedcast join Dr Michael Marsden, Product Development Director, Paul Mortimer, Sales Specialist and Richard Slack Reginal Sales Manager as they discuss why and when you should feed C*Traffordgold. This episode focuses on how farmers are utilising the unique moist feed C*Traffordgold on farm and the years of trial work that proved it is a moist concentrate feed and very much not a forage replacer. In dairy this means increased margin over concentrates, while ma...
Feedcast Episode 12 - 20 July 2021
July 20, 2021 15:00 - 15 minutes - 11 MBThe latest issue of Feedcast is brought to you by Chris Davidson, with a tale of weather woe. Over the course of the last week the markets, especially the cereals market, have risen exponentially. For cereals this is due to three major weather events. Firstly the US has seen drought from extreme heat and consequently 20% of the bean and corn crop are now in drought. Secondly, we have seen large areas of flooding in Europe and this has raised questions on the size and quality of the crop. ...
Feedcast Episode 12 - 6 July 2021
July 06, 2021 12:00 - 11 minutes - 8.22 MBThis episode of Feedcast sees James Butt-Evans and James Barker discussing the impact of the US Stocks and Acreage report that came out last week, what the weather means for prices going forward, EU and UK crop prospects and alternative feeds you could consider in your rations. The US Stocks and Acreage report was a bit of a shock to the market, with lower acreage announced on corn and soya than was expected. This has resulted in increased volatility especially in soya, with a peak of $25 ...
KW Feedcast Episode 11 - 22 June 2021
June 23, 2021 15:00 - 15 minutes - 10.4 MBIn today’s episode Chris Davidson and James Barker discuss the last few weeks in the mid-proteins raw materials markets, before a brief look at soya and cereals. The lack of demand for mid-proteins over the last few weeks has seen the market drop around £30 a tonne. This has had the effect of bringing rapemeal and distillers back down to a more normal price and on a cost per unit of crude protein they are now looking better value than soya. While the soya market is still seeing a lot of vo...
KW Feedcast Episode 10 - 8 June 2021
June 09, 2021 16:00 - 18 minutes - 12.6 MBThis episode sees Chris Davidson and James Butt-Evans discussing the volatility of the soya market over the last few weeks. This has arisen due to the short world end stocks of soya and the increasing concern over the dryness of the weather in the US, where over 20% of the country is now in drought conditions. The corn markets are still an issue with a very high price old crop. Like the soya crop, US wheat is again seeing pressure from the dry weather. Over the Atlantic, in the UK, crops a...
KW Feedcast Episode 9 - 25 May
May 25, 2021 12:00 - 11 minutes - 8.2 MBThis episode sees Chris Davidson and James Butt-Evans discussing the current outlook for the raw materials markets and why, before giving their thoughts on forward buying. Should you cover on soya, rape or wheat yet? This fortnight has seen a weakening in the soya market, with the US planting going well. However the market remains tight and timing will be everything, so you will need to be careful not to miss the opportunity. Mid-proteins such as rapemeal are still very high due to the lack...
KW Feedcast Episode 8 - 11 May
May 11, 2021 10:00 - 12 minutes - 8.55 MBChris Davidson and James Barker are back to talk you through the turmoil of the raw materials markets at present. This episode focuses on the shortness of the world crops, from mid proteins like rapemeal and soya, to cereals such as maize, and how this is affecting market pricing. These shortages on a longer term basis mean that old crops are looking expensive, and new crops while less at the moment may not remain so. Now is the time to look at UK based alternatives such as Novapro, faba ...
KW Feedcast Episode 7 - 27 April
April 27, 2021 10:00 - 17 minutes - 11.9 MBEpisode 7 brings you Chris Davidson and James Barker discussing the significant changes in the cereal and mid-protein markets seen in the last two weeks. With the markets short of cereal, rape seed and distillers the next few months could be messy. Cereals – wheat and barley have seen a dramatic rally as demand remains stronger than expected following the dry weather affecting grass growth and slowing turn out. Mid-proteins – Rape seed has seen an unexpected but dramatic increase in price...
KW Feedcast Episode 6 - 13 April
April 15, 2021 07:00 - 13 minutes - 9.63 MBIn the latest episode the team focus on how the US planting intentions report has affected pricing in the last week. The South American soya crop has everything going for it right now, but prepare for change, and the influence of this on the rape meal prices. The UK wheat crop remains tight, leaving biscuit meal a worthwhile investment for the summer. This is a summer for alternative feeds that present the same feed value but are better priced than the traditional crops. With the market und...
KW Feedcast Episode 5 - 30 March 2021
March 30, 2021 10:00 - 19 minutes - 13.4 MBJames Butt-Evans and Matt Stearn look in to the minerals, urea and fats markets and how the pricing of these products is looking for the remainder of the year. Global market factors can affect the pricing in the UK; be that a boat stuck in the Suez canal, Biden’s green policy around biodiesel or even a chemical fire in BASF, Germany! The team talk you through how these global events are affecting prices in urea, minerals and palm fats foreseeing that they are likely to remain high for Q2, b...
KW FeedCast Episode 4 - 16 March 2021
March 17, 2021 14:00 - 17 minutes - 11.9 MBChris Davidson and James Butt-Evans share their thoughts on the Raw Materials markets affecting feed buying. This episode focuses on the current soya market, the downside we are seeing and how ASF could play a role in forward demand. To buy or not to buy, that is the question. The risk around the Argentinian crops and what this means for UK supply as well as what the delay to the Brazil cutting might mean for the Safrinha crop planting. Meanwhile closer to home the advice for cereals is al...
FeedCast Episode 3 - 2 March 2021
March 02, 2021 10:00 - 14 minutes - 10.1 MBChris Davidson and James Butt-Evans share their thoughts on the Raw Materials markets affecting feed buying. This episode follows the Government’s announcement of E10 being introduced in to forecourts in September and the reopening of Vivergo. Long-term this will be great news for mid-proteins on farm, however wheat markets are likely to see increase volatility as demand outstrips supply . The markets are less bullish than in previous weeks but products will need to be picked as opportun...
FeedCast Episode 2 - 16 February 2021
February 16, 2021 12:00 - 16 minutes - 11.6 MBChris Davidson and James Butt-Evans again share their thoughts on the Raw Materials markets affecting feed buying. This episode focuses on the outcomes from the USDA report released on 9th February, leading to increased buying opportunities in the short term. The cereal demand in the UK at present and the risks presented from the wholesale sector around when lockdown finishes and the lack of imports of wheat. Before wrapping up with an opportunity in moist feeds to allow you to average you...
FeedCast Episode 1 - 1 Feb 2021
February 02, 2021 16:00 - 18 minutes - 4.19 MBRecorded on 1st February 2021, this highlights the raw materials markets at present. Focusing on the soya and cereal markets and the alternatives out there. 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, busin...
FeedCast - Pilot
January 20, 2021 09:00 - 21 minutes - 14.6 MBRecorded on 14 January 2021, this highlights the raw materials markets at present. Focusing on high prices on soya and cereals and the alternatives out there. 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, bus...