AUSTRALIAN WEEKLY MARKET REPORT
Comment
The market attention shifted towards the medium and broader merino types this week. While not for the first time, there was word around of pending Chinese uniform orders. There was obvious interest coming from outside of China, even if in small volume, it was enough competition to stimulate the market. There is also the usual swing between micron groups as the price and selection of fine wool has pushed the price a little out of reach for some. The decision for the buyer focus in the 19.0 micron and broader range this week could be based primarily on market price. The small supply of fine wool at the moment resulted in sustained pressure on fine wool prices regardless.
A strong Australian dollar, generally influenced by commodity prices and global confidence, was expected to dampen the wool market this week but it had little effect with prices in USD values increasing more than in AUD values. The AWEX EMI (AUD) is now at the highest level since end March 2020 but still a way off the peak in January, just prior to the shock that was to arrive on the global stage shortly after.
AWEX Eastern Indicator compared with 23/04/2021
Eastern Indicator
Close: 1342
Change in % +2.29
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Authentico Index Values
15 Micron
Close: 3187
Change in %: +5.36
16 Micron
Close: 2723
Change in %: +3.61
17 Micron
Close: 2402
Change in %: +2.83
18 Micron
Close: 2051
Change in %: +1.23
19 Micron
Close: 1778
Change in %: +3.79
Authentico Indicator
Close: 2377
Change in %: +2.99
Forecast
The market outlook for wool continues to look positive as we again sold more wool at auction than we would traditionally around this time of the season and the market is still reacting strongly. How much of the current exported volume is destined for stock is unknown. It is possible that processors and manufacturers are building inventory on the expectation of better global conditions in the northern hemisphere next winter. Due to production timing, the raw materials need to be on the move now in order to be ready at retail later in the year. If you don’t have the stock and conditions do improve, as many do hope and suggest, then the risk is to lose another season. Any improvement in consumer sentiment must also be good for the wool market long term and this will be influencing the decisions of those who are more optimistic.
The Wool Production forecast committee has been meeting and we expect an announcement shortly regarding the latest forecast for the current season. Expectations are for a modest gain of around 2% on last year with improved season conditions the main catalyst.
Auction offering – current week
Market Sale Offered Sold Passed In
North S 44 12017 11256 6.3%
South M 44 25073 23448 6.5%
West F 44 10356 9692 6.4%
Auction offering – next week
Market Sale Sale days Volume
North S 45 T-W 14082
South M 45 T-W 24910
West F 45 T-W 9253
If you want to see the complete Wool Sales Roster click here.