Australian (ASX) Stock Market Forum

Food scarcity

Jump to new
Value Collector said:
My Uncle is a dairy farmer, had quite a few conversations about phosphorus and magnesium deficiency in cattle.

But there is plenty of credible industry and government sources discussing that you can find on the internet that are worth more than a dose of salt.

Here is a link if you care to read a bit more about bone chewing and phosphorus deficiency.

https://futurebeef.com.au/resources/phosphorus-supplementation-of-cattle-in-northern-australia/
Click to expand...

Maybe sit out in the middle of a million acre station for a few weeks and see what goes on?

Or maybe out in the middle of Australia like Dr B Hansen did (his PhD project was on horses, but whatever).

I and others that know him are privy to other details not included in his thesis.
 
wayneL said:
Maybe sit out in the middle of a million acre station for a few weeks and see what goes on?

Or maybe out in the middle of Australia like Dr B Hansen did (his PhD project was on horses, but whatever).

I and others that know him are privy to other details not included in his thesis.
Click to expand...
The CSIRO have already sat around studying the cows for me, so I don’t have to, I linked the study for you.

Are you trying to say they are wrong, and phosphorous deficiency doesn’t lead cattle to chew bones and eat rocks etc etc?

I am not sure the point you are trying to make, what are you trying to say? Because it’s a pretty straight forward proven thing, and there are commercially available supplements to treat it.
 
Value Collector said:
The CSIRO have already sat around studying the cows for me, so I don’t have to, I linked the study for you.

Are you saying trying to say they are wrong, and phosphorous deficiency doesn’t lead cattle to chew bones and eat rocks etc etc?

I am not sure the point you are trying to make, what are you trying to say? Because it’s a pretty straight forward proven thing, and there are commercially available supplements to treat it.
Click to expand...
CSIRO studies cattle and other farm animals in domestic situations.

FWIW, back in Queensland I had a client who was an actual CSIRO scientist involved in domestic cattle research.

I have mentioned on this site several times I have been an Abbott consumer animal science in the field of equine exercise physiology, nutrition, and the physiology and biomechanics of the equine digit.

I'm not a scientist, but one of my best friends with your fellow by the name of Tom Ivers who was an exercise physiologist who brought the concept of interval training from human training to the equine world.

We had long conversations about how to parse experiment design to it's conclusions, and how to detect absolute bulshit designs to market supplements.

At least 90% of the papers that we discussed weren't worth the time to read them, mostly because of faulty experiment design.

So CSIRO research?

Pfffft, give me the papers to read first
 
wayneL said:
CSIRO studies cattle and other farm animals in domestic situations.

FWIW, back in Queensland I had a client who was an actual CSIRO scientist involved in domestic cattle research.

I have mentioned on this site several times I have been an Abbott consumer animal science in the field of equine exercise physiology, nutrition, and the physiology and biomechanics of the equine digit.

I'm not a scientist, but one of my best friends with your fellow by the name of Tom Ivers who was an exercise physiologist who brought the concept of interval training from human training to the equine world.

We had long conversations about how to parse experiment design to it's conclusions, and how to detect absolute bulshit designs to market supplements.

At least 90% of the papers that we discussed weren't worth the time to read them, mostly because of faulty experiment design.

So CSIRO research?

Pfffft, give me the papers to read first
Click to expand...
You seem to be beating around the bush a lot rather than actually addressing the point.

My point is simple, cattle are natural herbivores and eating bones is not natural behaviour for them. If you see cattle eating bones (or rocks, dirt and other items) it is likely a sign of phosphorus deficiency.

If you don’t believe in phosphorus deficiency you seem to be going against all the science and the experience of a lot of people in the beef and dairy industry.

But then again going against the science is par for the course for you, so I am not overly interested in carrying on this discussion with you if all you are going to do is beat around the bush, and not get to the point.
 
I'm beating about the bush for a reason. Firstly it is to protect those who have made observations but not necessarily which have advanced to study and peer review, falsification, repitition etc.

Secondly to test how intellectually adventurous you are. The results of that test is fairly obvious to the reader.
 
wayneL said:
I'm beating about the bush for a reason. Firstly it is to protect those who have made observations but not necessarily which have advanced to study and peer review, falsification, repitition etc.

Secondly to test how intellectually adventurous you are. The results of that test is fairly obvious to the reader.
Click to expand...
Ok, well when this secret information you a privy to that will change the current scientific understanding of phosphorus deficiency in cattle is ready for peer review please provide a link, until then I will follow the real science and believe you are talking out of your butt.
 
Value Collector said:
Ok, well when this secret information you a privy to that will change the current scientific understanding of phosphorus deficiency in cattle is ready for peer review please provide a link, until then I will follow the real science and believe you are talking out of your butt.
Click to expand...
You have actually missed the point and are creating a straw man argument.

Read back. It's subtle, perhaps too subtle for you. ;)
 
wayneL said:
You have actually missed the point and are creating a straw man argument.

Read back. It's subtle, perhaps too subtle for you. ;)
Click to expand...
I have no more time for your games Wayne, you assumed I didn’t know what I was talking about, so made a stupid comment saying I should believe things I read on the internet, then when I linked to the actual scientific studies proving my point you tried to weasel your way out but beating around the bush, and saying you have secret information.
 
Have you guys noticed that every night on MSM news they have a story about food pricing or availability? The latest big one being the collapse of Scott's refrigerated trucking group.

The other thing they're doing is starting to run stories about medicine shortages. A while back it was antibiotics, then asthma meds. Today it was warfarin.

Tonight's 60 Minutes had a big story on the cost of living crisis. I didn't watch, but I can imagine the hype.

If I didn't know better, I'd say they're trying to force a narrative. Is the shortage of essentials and cost of living a good selling point? Creates more clicks? Or is it something more sinister aligned with the WEF? I don't trust Klaus and his type.

Food and medicine shortages... in Australia.... in 2023? I think they had rationing in ww2, didn't they? That would have made sense, but not now. We have all the infrastructure to look after such basic needs. What are they up to? Something seems very off.
 
Gringotts Bank said:
Have you guys noticed that every night on MSM news they have a story about food pricing or availability? The latest big one being the collapse of Scott's refrigerated trucking group.

The other thing they're doing is starting to run stories about medicine shortages. A while back it was antibiotics, then asthma meds. Today it was warfarin.

Tonight's 60 Minutes had a big story on the cost of living crisis. I didn't watch, but I can imagine the hype.

If I didn't know better, I'd say they're trying to force a narrative. Is the shortage of essentials and cost of living a good selling point? Creates more clicks? Or is it something more sinister aligned with the WEF? I don't trust Klaus and his type.

Food and medicine shortages... in Australia.... in 2023? I think they had rationing in ww2, didn't they? That would have made sense, but not now. We have all the infrastructure to look after such basic needs. What are they up to? Something seems very off.
Click to expand...
GG during the China disease there was a chronic shortage of the opioid concoction and blood pressure tablets that were prescribed for me. Chased around from one pharmacy to another. Reason given. Not maufactured here in Oz. So once again we were being "heldtp " ransome by the multi nationals . Sadly all that appears to be maufactured in this country at present is a massive amount of hot air and verbal hoo har from the bum polishers.
 
Not at all we are going to build the largest solar farm and power Singapore, and also fmg will generate green h2 to export clean amonia.
We will also import more 'students' to close baristas shortage and replaced unjabbed nurses we fired.
Such a bright future as we close our dirty coal mines and plant back trees on our farms
 
farmerge said:
GG during the China disease there was a chronic shortage of the opioid concoction and blood pressure tablets that were prescribed for me. Chased around from one pharmacy to another. Reason given. Not maufactured here in Oz. So once again we were being "heldtp " ransome by the multi nationals . Sadly all that appears to be maufactured in this country at present is a massive amount of hot air and verbal hoo har from the bum polishers.
Click to expand...
At the risk of getting cancelled by the experts on WF, I will say once again, Never getween Big Pharma and a bucket of money.
Pharma are just like the other multinationals, have no national borders, no qualms about lying an cheating, happy to bribe government auditors, and screw anyone and everybody without fear or favour.
But apart from that , they are here to help humanity.
Mick
 
With the collapse of the SYB bank, grain transport does not stop. The silos and all storage locations are still overflowing, even with the non stop flow of ships loading.

The SHIKOKU ISLAND currently loading and the PAN ELDORADO anchored and waiting.

IMG_2133.jpg
 
From an article by GAM. I'll try and drop in the link.
.....

The Future of Our Food Supply​

By GAM Investments | More Articles by GAM Investments

by Meera Patel – Senior Manager, Sustainable and Thematic Investment

The challenge we face​

"According to the Food and Agriculture Organisation of the United Nations, over three billion people, the equivalent of 42% of the global population, could not afford a healthy diet in 2020...

" ... The stark output gap between crops in China versus the US – where corn output per hectare is 40% less than the equivalent in the US, and it takes up to 25% more grain to produce 1kg of pork or chicken – highlights the need for a multipronged approach to improving agricultural efficiency. We believe this can be achieved via three key investment opportunities:

"Firstly, we have observed an improvement in seed innovation resulting in greater yields and resilience. While this has been an ongoing development over the last few decades in the US, Argentina and Europe, China is currently progressing with first generation genetically modified (GM) seeds, estimated to improve yields by up to 10% for corn, reducing the use of pesticides and lowering mycotoxin levels in grain output. The seed market is heavily regulated and applying selectivity can offer a scalable solution to increasing food production to meet growing demand while dealing with climate risks such as intense heat, flooding or drought. From a sustainability perspective, GM crops come with conflicting trades offs between unintended contagion leading to biodiversity loss and a reduction in chemical run-off, which can have a positive impact on the surrounding environment.

Figure 3: US and China corn yields


m_chart2_meera-patel_the-future-of-our-food-supply.png


Source: USDA, FAO, MOA, Goldman Sachs Global Investment Research


"Secondly, we see opportunity in precision agriculture, which involves extensive data collection and analysis to optimise the use of inputs such as seeds, nutrients and pesticides to automate decision making during the growing process via hardware and software. Farming machinery has evolved to now perform a range of roles from auto-steering to water management to multi-jet spraying of several agricultural inputs, which in combination currently make up 40% of production costs.

"With the costs of processing power falling, the fundamentals of precision agriculture appear attractive following a return to farming profit levels last seen during the 2012 super cycle and the additional tailwind of a new capex cycle on the back of peak asset age. We believe precision agriculture is a key enabler to unlocking cost savings and minimising environmental impact, often due to misuse of nitrogen fertiliser.

"Finally, animal health has gained renewed attention following the Covid pandemic, which is suspected to have originated in a wet market containing live animals. Vaccination remains critical to prevent infectious disease outbreaks in livestock and new strategies involve leveraging mRNA technology, the benefits of which have been recently witnessed by most of the world. Innovation in feed additives have moved beyond core products involving minerals and vitamins, to specialist enzymes such as probiotics, which can improve feed conversion efficiency, lowering methane emissions from cattle for example. As a richer Chinese nation weighs on beef demand, in our view, advanced feed additives are an attractive growth market opportunity, while also contributing to net zero goals...."
 
Agriculture

“Commodity prices are softening with wheat, bean and corn prices depressed versus this time last year, but many farm input costs are down and farm incomes remain elevated"
- Scott Wine, CEO, Case New Holland Industrial N.V.

“The global grains stocks-to-use ratio is projected at a 25-year low, and we believe it will take multiple cropping cycles to replenish inventories”
- Kenneth Seitz, CEO, Nutrien Ltd​
 
Selling off some yearling bulls on Monday at the Muchea complex. Will be intresting to see what the difference is to last years sale when we got our best ever prices.
The agent of choice reckons we will go pretty well. I certainly hope so.
Price takers not price setters unfortunately.
 
farmerge said:
Selling off some yearling bulls on Monday at the Muchea complex. Will be intresting to see what the difference is to last years sale when we got our best ever prices.
The agent of choice reckons we will go pretty well. I certainly hope so.
Price takers not price setters unfortunately.
Click to expand...
Not sure how it translates to prices at Muchea, but FWIW...

Screenshot_2023-05-12-22-57-03-16_40c520d53fccdd78ab16fa5075625c85.jpg
 
Top