399 - Show Time
Aug 17, 2026 · 32 min · 10 segments
This week Andrew is joined by Susie Emmett, President of the Aylsham Show this year. They open by giving a well-deserved nod to everyone who puts in the hard work to set up and run the show. The…
Aug 17, 2026 · 32 min · 10 segments
This week Andrew is joined by Susie Emmett, President of the Aylsham Show this year. They open by giving a well-deserved nod to everyone who puts in the hard work to set up and run the show. The…
Andrew DewingHost
Susie EmmettGuest
What follows are my thoughts or gut instincts on what the market is going to do.
yours.
I had to check that then because I suddenly thought we were in September, but no. Mid-August, harvest finished, kicking our heels, nothing to do like grain traders have in August onwards.
Actually, it is incredibly busy because the reality for farmers is adding up what they've got.
working out how much they've sold and then looking at how much they've got left to sell and to a man and to a woman and whoever else is trading it they are not in the mind of selling it is i don't know the price if we did a little experiment where we bid someone a magic price for november didn't sell it.
And I think whoever you press the button to try and buy stuff off at the moment, their mindset is, I don't feel like selling it.
That's The market on wheat, in my opinion, has got a phenomenal price and it's as high as it is because of the troubles in the Ukraine and Russia where they are throwing things at each other and they're now aiming at each other's grain facilities.
If they suddenly shook hands or came out with a deal... or announced a deal which we saw in the middle of this week just gone the market dropped seven euros in about four minutes because they said oh Ukraine offered the hand of peace to say let's stop hitting civilian targets and everyone read that into meaning grain stores and that by now you all have realized that on Thursday night that the Russians said nah and then bombed the hell out of another Ukrainian port and the Ukrainians duly responded so While they're doing that to each other they are impeding exports in the next month or two because as we know running a store you can't just like suddenly go patch up with a piece of plaster and then turn it on again.
If you've broken the outloading facility or you've smashed the key up or you've done something to the site that takes time to align an engineering issue of getting the equipment there to be able to function to export again.
So there is a problem in the pipeline already with these ports that have all been damaged.
So exports are definitely going to be reduced in the next two to three months, even if they suddenly kissed and made up over the weekend.
The dynamic for the trade is, obviously, if Donny Boy comes along and says, I've announced a peace deal between Ukraine and Russia.
because at this moment he's selling the crazy hell out of Chicago wheat futures knowing full well it'll drop 20 cents a bushel.
What follows are my thoughts or gut instincts on what the market is going to do.
yours.
I had to check that then because I suddenly thought we were in September, but no. Mid-August, harvest finished, kicking our heels, nothing to do like grain traders have in August onwards.
Actually, it is incredibly busy because the reality for farmers is adding up what they've got.
working out how much they've sold and then looking at how much they've got left to sell and to a man and to a woman and whoever else is trading it they are not in the mind of selling it is i don't know the price if we did a little experiment where we bid someone a magic price for november didn't sell it.
And I think whoever you press the button to try and buy stuff off at the moment, their mindset is, I don't feel like selling it.
That's The market on wheat, in my opinion, has got a phenomenal price and it's as high as it is because of the troubles in the Ukraine and Russia where they are throwing things at each other and they're now aiming at each other's grain facilities.
If they suddenly shook hands or came out with a deal... or announced a deal which we saw in the middle of this week just gone the market dropped seven euros in about four minutes because they said oh Ukraine offered the hand of peace to say let's stop hitting civilian targets and everyone read that into meaning grain stores and that by now you all have realized that on Thursday night that the Russians said nah and then bombed the hell out of another Ukrainian port and the Ukrainians duly responded so While they're doing that to each other they are impeding exports in the next month or two because as we know running a store you can't just like suddenly go patch up with a piece of plaster and then turn it on again.
If you've broken the outloading facility or you've smashed the key up or you've done something to the site that takes time to align an engineering issue of getting the equipment there to be able to function to export again.
So there is a problem in the pipeline already with these ports that have all been damaged.
So exports are definitely going to be reduced in the next two to three months, even if they suddenly kissed and made up over the weekend.
The dynamic for the trade is, obviously, if Donny Boy comes along and says, I've announced a peace deal between Ukraine and Russia.
because at this moment he's selling the crazy hell out of Chicago wheat futures knowing full well it'll drop 20 cents a bushel.
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