Using accurate data to minimise your risk in the grain market

Who we are

Using accurate research and market analysis, we take the complexity and noise out of the grain market.  We tailor our grain marketing advice to your personal requirements, setting reasonable personal targets to increase profitability but also reduce risk. Opinions are great, but we use the data!

Who you are

We adapt our grain marketing services to meet your needs within the grain industry. Whether you are a corporate business looking to improve business strategies, a farmer who grows grain or dairy farmer looking to lower your outgoing costs, we have a solution for you. Through market analysis we aim to reduce cost, reduce risk and thus improve your margins.

About

About Lachstock

Minimise your risk whilst maximising your return

Lachstock was founded in 2007 a result of the deregulation of the grain market. The grain market experienced changes to procurement, distribution, product release and an increase in grain price volatility. With more participants and products hitting the market the buying and selling of grain became a complex process.

Lachstock uses analytical research rather than a salesperson with a silver tongue. Taking the complexity and noise out of the market whilst tailoring our advice to your personal requirements. We analyse the prior data and set reasonable personal targets to increase profitability but also reduce risk.

Lachstock Consulting holds an AFSL #320 562 to provide advice to wholesale clients on derivatives and foreign exchange.

Lachstock provides services to both corporate clients and farmers. Tailoring our solutions to your needs.

RESEARCH

Example Canola Supply & Demand Report

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3rd April 2020

Australia:
It doesn’t look like there will be any tricks for the old crop canola S&D. It looks like nearly all the product left the country before the new world began. We have some minor details to flash out in SA especially, but otherwise the job is about done.

No further interstate transfers from WA to NSW popping up, we are 75kmt done out of our 130kmt forecast.

New crop, no changes in this report. Conditions have been super in the east and there is some minor talk of an increase in canola acres in NSW, but very small and not enough for us to change at this stage.

Global:
Well as we know its been a big month for everyone and certainly for the EU crushers. The double whammy of COVID-19 and the crude debacle saw biodiesel prices get absolutely crushed. With a lower priced substitute and with most Europeans in lock down mode and not using their cars, clearly its a tough environment for the EU biodiesel market and in-turn the EU rapeseed crusher. We have reduced our old crop crush by 500kmt as a result. This essentially balances out the old crop EU S&D. There will likely be some fireworks in the local cash markets late in the season as it will be borderline on stocks, especially if we see a resumption to some form of normal lifestyle in May-July.

In the new crop, the EU continues to tighten and its reliance on Canada will again increase next season. This assumes that the EU demand returns to normal, something is seemingly very hard to predict in the modern world of lock downs and home schooling!

In the Ukraine we have made some minor cuts to the crop, but there are two major flags we need to keep an eye on. Recent frosts may have damaged the crop more significantly than what we have accounted for and there is an increasing risk of Black Sea nations restricting exports. Either of which would hurt the EU supply and again put further pressure on Canada to supply them. Which at this point it is not pricing to do.

In Canada its been a week of rumors. In our…..

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