yes, plenty of vessels going around from sa and wa. trains going from western vic up to Moree twice a week reportedly. standard gauge sites in Portland zone attracting a handy premium.
new crop apw in port Kembla bid 410 track today.
jan-june delivered downs has blown out as well. was a massive week in domestic cash values.
decent crop in WA parts of SA and the western districts of vic. I've been speaking to growers around derrinallum and they can't get spreaders in the paddock for fert. too wet! got it done via planes instead.
still early days but I'm leaning toward 16mmt at the moment.
global supply in Ukraine Russia Europe under pressure also. going to be a very interesting few months.
fingers crossed for a bit of weather here!
