Food scarcity

[basilio]

I wonder how the floods across Oz are impacting on our grain crops ? And oil seed. And frankly all horticultural activities.

Already looks disastrous and we know there is still more rain to come. Huge impact on local food supplies, Balance of Payments, stability of farming sector and of course actually feeding people here and overseas.

Farmers should be harvesting the 'most expensive wheat crop ever' but many can only watch it go under

After fertiliser costs doubled and diesel hit $2.40 a litre, many wheat growers will lose this year's harvest to flooding, stirring concerns for the financial and emotional wellbeing of those heavily invested in the crop.

www.abc.net.au

BOM predicts more wild weather as hail, snow and heavy rain sets in across south-east Australia

A blast of air directly from the Antarctic has brought a November snowfall to Alpine areas and temperatures usually seen in June.

www.abc.net.au

 

[divs4ever]

I wonder how the floods across Oz are impacting on our grain crops ? And oil seed. And frankly all horticultural activities.

Already looks disastrous and we know there is still more rain to come. Huge impact on local food supplies, Balance of Payments, stability of farming sector and of course actually feeding people here and overseas.

Farmers should be harvesting the 'most expensive wheat crop ever' but many can only watch it go under

After fertiliser costs doubled and diesel hit $2.40 a litre, many wheat growers will lose this year's harvest to flooding, stirring concerns for the financial and emotional wellbeing of those heavily invested in the crop.

www.abc.net.au

BOM predicts more wild weather as hail, snow and heavy rain sets in across south-east Australia

A blast of air directly from the Antarctic has brought a November snowfall to Alpine areas and temperatures usually seen in June.

www.abc.net.au

GNC is predicting 'difficulties ' not disaster , of course . GNC might be putting a happy spin on it

CGC might be another worth watching for harvest commentary

 

[qldfrog]

GNC is predicting 'difficulties ' not disaster , of course . GNC might be putting a happy spin on it

CGC might be another worth watching for harvest commentary

rain is overall good for australia..years of great harvests..but maybe not this year;
grass is growing like mad and cattle and wallabies/roos are happy

 

[JohnDe]

I wonder how the floods across Oz are impacting on our grain crops ? And oil seed. And frankly all horticultural activities.

Already looks disastrous and we know there is still more rain to come. Huge impact on local food supplies, Balance of Payments, stability of farming sector and of course actually feeding people here and overseas.

Farmers should be harvesting the 'most expensive wheat crop ever' but many can only watch it go under

After fertiliser costs doubled and diesel hit $2.40 a litre, many wheat growers will lose this year's harvest to flooding, stirring concerns for the financial and emotional wellbeing of those heavily invested in the crop.

www.abc.net.au

BOM predicts more wild weather as hail, snow and heavy rain sets in across south-east Australia

A blast of air directly from the Antarctic has brought a November snowfall to Alpine areas and temperatures usually seen in June.

www.abc.net.au

The farmers are starting to call it a ‘green drought’.
The farms with crops ready to harvest can’t be accessed because the ground is so saturated the machinery gets bogged.
Young crops can’t be maintained, fertiliser can’t be applied, disease & mildew is a concern.

WA & SA have been spared so far, this and what can be salvaged from the other states will help maintain a supply of food for domestic & exports, though the size will be limited.

The bonus is that our soil and underground water table will be replenished, allowing for some great crops in the future.

Which company stocks to purchase to take advantage?

 

[JohnDe]

Finally, some investment in much need Australian grain rail transport. I wonder if this has come about because of the issues in Europe, and Glencore/Viterra see an opportunity of more growth from Australia.

Grain giant flags rail return to Eyre Peninsula

Grain exporter Viterra is working on a plan to revive Eyre Peninsula train transport with a new standard gauge railway linked to the national network, years after neglected local lines prompted a move to truck freight.



A Viterra grain silo, with 1950 map of active railway lines on Eyre Peninsula. Photo: South Australian Transport Action Group/Viterra
Viterra told InDaily it’s in talks with the State Government about upgrade existing light-gauge railways to a standard gauge, with the possibility of linking to wider network.

“We are in discussions with key infrastructure stakeholders and Government with a view to jointly approaching the federal government for funding,” the company said in a statement.

“The level of funding will impact the quality of the rail infrastructure that can be built, Viterra would invest in its own infrastructure to facilitate the use of the rail.”

The rail network line colloquially known as the ‘Eyre Peninsula line’ connects Port Lincoln to Cummins, where it splits to Kimba and Wudinna.

Owned by the state government and under lease to freight haulage operator Aurizon, it is currently unused.

Viterra stopped using the rail lines in 2019 when it said a lack of investment caused the line to deteriorate to the extent that speed limits were cut to 20kph in some sections, helping make the transport commercially unviable.

“The condition of the infrastructure, the restrictions on operations, and ultimately the cost all contributed to rail no longer being efficient or competitive to move grain,” it said.

“It was a significant decision that was very carefully assessed and considered based on the situation and information at the time.”

When it stopped using rail, Viterra said that if the situation changed on Eyre Peninsula and rail became efficient and cost effective compared to road freight, it would reconsider its move.

"There would be enormous benefits and opportunities for the community and other industries if a standard gauge line could be established on the Eyre Peninsula that connects with the national rail network"​

“For it to be an efficient and cost effective solution to transport grain, we want to see the rail line upgraded to standard gauge and linked with existing national railway infrastructure,” it said.

“This would enable grain rail assets to be moved around South Australia to serve areas of most need and enable more flexibility around managing volumes for shipping and growers.”

Viterra said 1.3 million tonnes of Eyre Peninsula grain could move from road to rail ‘in an average year’ under the plan.

“In our view there would be enormous benefits and opportunities for the community and other industries if a standard gauge line could be established on the Eyre Peninsula that connects with the national rail network,” the spokesperson said.

“There are stakeholder groups who are calling for it to go up to the ARTC national line which would go to Whyalla through Kimba, probably.

“We would be in support of that because it would open up more markets domestically – it might open up opportunities for minerals to go through other export pathways.”

Marie Shaw KC, a barrister campaigning for the re-introduction of rail on the Eyre Peninsula, said the announcement was a step in the right direction.

“It’s a step towards communities on the Eyre Peninsula once again thriving,” she said.

“It will link them to employment opportunities and the circular economy – it’s a lifeline that’s needed because those communities are dying.”

Shaw, who helped start the March for Eyre action group which advocates for the region, said she hopes a return to freight rail will pave the way for passenger services down the track.

“The proposal we’ve argued for is that it’s critical the line connects to the national network to give people the ability to travel to Adelaide and elsewhere,” she said.

“It will save lives. It will boost the economy it will be the future, the rest of Australia, is embracing rail, reducing carbon emissions, reducing transport times and reducing the risk to people’s lives.

“The roads aren’t going to last with the amount of trucks on them, elderly people now will not drive at night – they don’t want to sit behind trucks.”

Shaw said regional transport spending should be increased.

“We are not talking about billions like the south-eastern corridor: we are talking about $700 million to reopen the rail on Eyre Peninsula,” she said.

“It was $160 million to shave off three minutes of the O-Bahn to the city, but we can’t get $700 million to reopen a rail that will make the roads safer and make a place two and a half times the size of Tasmania revitalised?”

Shaw gave evidence before an ongoing parliamentary select committee on public and active transport in September, saying a whistleblower in the Department of Transport and Infrastructure had told her that reports favouring rail were being ‘buried’.

The department denied the claims.

 

[mullokintyre]

The farmers are starting to call it a ‘green drought’.
The farms with crops ready to harvest can’t be accessed because the ground is so saturated the machinery gets bogged.
Young crops can’t be maintained, fertiliser can’t be applied, disease & mildew is a concern.

WA & SA have been spared so far, this and what can be salvaged from the other states will help maintain a supply of food for domestic & exports, though the size will be limited.

The bonus is that our soil and underground water table will be replenished, allowing for some great crops in the future.

Which company stocks to purchase to take advantage?

The country hour today had some interviews with farmers around Rochester/Boort in Victoria and they reckon some areas are a total loss.
One bloke with 4,000 acres under crop says he will be lucky to get enough seed to plant next year.
Mick

 

[qldfrog]

Their ABC is starting putting the narrative in place

Think food is too expensive? Experts say we're not even close to paying the true cost

We are paying more for it in the supermarkets and it's costing farmers more to provide it, but experts say it is not even close to the true price of producing food.

www.abc.net.au

Basically, farners use free water and air, and pollute so they must pay, and so does the consumer.
The Reset program, see the WEF websites, has always been clear:
People will have to end up in cities, farmers will be dispossessed, big agro businesses a la google will take over food production worldwide and feed you worms and tofu meals.you will have nothing be happy and controlled.
Ireland, Netherlands and now nz are already forcing farm closure.
France for the first time is a net food importer
There is no power more effective than owning food and water supply.
Food scarcity is a certitude when we sabotage fossil fuel production via a green agenda considering than in 2022, food is oil .
So without oil, current population starves.
The "conspiracy" view concludes that WEF plan a huge and quick population kill.i let you make you own view

 

[Gringotts Bank]

The farmers are starting to call it a ‘green drought’.
The farms with crops ready to harvest can’t be accessed because the ground is so saturated the machinery gets bogged.
Young crops can’t be maintained, fertiliser can’t be applied, disease & mildew is a concern.

WA & SA have been spared so far, this and what can be salvaged from the other states will help maintain a supply of food for domestic & exports, though the size will be limited.

The bonus is that our soil and underground water table will be replenished, allowing for some great crops in the future.

Which company stocks to purchase to take advantage?

"Which company stocks to purchase to take advantage?"

I s'pose futures: wheat, soy, corn, sugar, coffee.

It looks very much like an engineered problem; a conspiracy. But is it possible we engineer everything we experience, both individually and collectively? We 'engineer' the WEF, Gates and the WHO. Anyone know what I mean by that? It's a bit new-agey.

 

[divs4ever]

The farmers are starting to call it a ‘green drought’.
The farms with crops ready to harvest can’t be accessed because the ground is so saturated the machinery gets bogged.
Young crops can’t be maintained, fertiliser can’t be applied, disease & mildew is a concern.

WA & SA have been spared so far, this and what can be salvaged from the other states will help maintain a supply of food for domestic & exports, though the size will be limited.

The bonus is that our soil and underground water table will be replenished, allowing for some great crops in the future.

Which company stocks to purchase to take advantage?

depends on your time frame ,

you might have some pain this year , but be grinning the next two

SHV normally benefits from a weak Aussie Dollar ( i don;t hold SHV currently )

SGLLV MIGHT benefit from a weak currency and more available water ( i hold SGLLV )

NAM might benefit as well , but is usually struggling for reliable profits ( i do not hold NAM )

i would have pointed to 'methane emitters' but there is an international war on them ( so only the 'special few' will get real meat , if all goes to plan )

 

[eskys]

What about ELD, divs?

 

[mullokintyre]

What about ELD, divs?

Took a big hit yesterday, and dropped nearly 3 bucks to close at 10.21.
It would appear to be in response to reports of big losses in crops in NSW, Vic and parts of WA, as well as the departure of its MD, and also reported a 20 percent drop in cash flow from last year.
Maybe a turnaround story, but its not one I would be interested in unless it fell a lot further.
Mick

 

[eskys]

Thank you, Mick. Bad fall yesterday, very volatile this morning, looks more settled now but for how long I've no idea.

 

[divs4ever]

What about ELD, divs?

on my avoid list because
A. i saw what they did to the preference share holders when they 'redeemed' them ( so they could mollify the ordinary shareholders )

B. heard extra tales of woe from my trader buddy who had then since the dot.com bubble

by the way i gritted my teeth and bought some GNC today @ $7.93 and leaving another order in @ $7.60 ( only small buys )

 

[eskys]

on my avoid list because
A. i saw what they did to the preference share holders when they 'redeemed' them ( so they could mollify the ordinary shareholders )

B. heard extra tales of woe from my trader buddy who had then since the dot.com bubble

by the way i gritted my teeth and bought some GNC today @ $7.93 and leaving another order in @ $7.60 ( only small buys )

Did a trade this morning on ELD, will watch tomorrow.......bit late now to make an attempt

 

[Value Collector]

She does not explain how pricing the emissions reduces those emissions,

It’s makes the product that involves more emissions more expensive than the lower emitting alternatives, so the market should begin to lean towards the lower emitting alternatives.

It’s not about making anyone go out of business, but it is about shifting business towards producing lower emitting products.

For example, if the market begins to move away from beef causing the beef price to drop, some of the farmers that can use their land to produce other products will do so. Reducing the over all production of beef (or chicken or dairy of what ever)

 

[divs4ever]

It’s makes the product that involves more emissions more expensive than the lower emitting alternatives, so the market should begin to lean towards the lower emitting alternatives.

It’s not about making anyone go out of business, but it is about shifting business towards producing lower emitting products.

For example, if the market begins to move away from beef causing the beef price to drop, some of the farmers that can use their land to produce other products will do so. Reducing the over all production of beef (or chicken or dairy of what ever)

yes that is the whole agenda , to get us to eat artificial and heavily processed foods ( like Beyond Meat ) so us peasants have little control of the food chain ( control the food , money , transport , etc etc etc )

all you had to do was see how many private jets arrived at COP 27 or Davos to see they care stuff all about what THEY emit ( or the example they set )

the good thing is such perennial hypocrisy , turned me completely against the 'Green/Climate Agenda )

fun research .. have a look at what share holdings John Kerry had to divest to become the Biden Admin's new climate czar ( despite banging on about climate change for about a decade )

these folks are just gas-bags

 

[Value Collector]

yes that is the whole agenda , to get us to eat artificial and heavily processed foods ( like Beyond Meat ) so us peasants have little control of the food chain ( control the food , money , transport , etc etc etc )

all you had to do was see how many private jets arrived at COP 27 or Davos to see they care stuff all about what THEY emit ( or the example they set )

the good thing is such perennial hypocrisy , turned me completely against the 'Green/Climate Agenda )

fun research .. have a look at what share holdings John Kerry had to divest to become the Biden Admin's new climate czar ( despite banging on about climate change for about a decade )

these folks are just gas-bags

I don’t think any one is trying to force you to eat beyond meat, the idea is to eat less meat, what you replace it with is up to you. You can replace it with meat alternatives if you want, or you can replace it with more vegetables etc.

I don’t think beyond meat was designed as a health food, although it is probably healthier than the meat junk foods it was designed to replace.

 

[divs4ever]

I don’t think any one is trying to force you to eat beyond meat, the idea is to eat less meat, what you replace it with is up to you. You can replace it with meat alternatives if you want, or you can replace it with more vegetables etc.

I don’t think beyond meat was designed as a health food, although it is probably healthier than the meat junk foods it was designed to replace.

they will in the future ( price meats out of the peasants reach )
i also note wider acceptance of human flesh ( i hope the folks pushing that have thought carefully .. better to have a chubby oligarch than a chemical drenched factory worker )

 

[Value Collector]

they will in the future ( price meats out of the peasants reach )
i also note wider acceptance of human flesh ( i hope the folks pushing that have thought carefully .. better to have a chubby oligarch than a chemical drenched factory worker )

Well in a world where there is potential food shortages, it is a bit rich for us in the developed world to send the huge quantities of grain to factory farms, in the name of producing meat.

It’s a fact that not many people want to acknowledge, but we dedicate huge amounts of farmland, Water, fertiliser and surprisingly fish just to feed animals on factory farms.

It’s pretty wasteful, I think if we are ever going to feed 11 billion people we will have to be eating a lot less meat, or maybe switch a large portion of meat production to Lab grown meat where we just grow the bits humans want and not the whole animal.

 

[divs4ever]

i suspect humanity is taking and unpleasant turn ,

food production needs reform but i think it has taken a wrong direction ( at least in the G7 )