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Soft commodities

This Month

Wartime inflation shock ‘catastrophic’ as fertiliser, plastics soar

The soaring price of lesser known commodities from the Iran war is a double whammy for farmers and manufacturers that have already been hit by the oil shock.

Supermarket prices will be pushed up by the flow-on effects of the Iran war oil shock.

Hip pocket pain comes for shoppers – and for supermarket giants

Woolworths and Coles had hoped a year under fire – amid accusations of price gouging – would give way to easier times. A wave of price increases won’t help.

The Prime Minister has a choice: secure a deal that delivers real commercial value for Australian agriculture, or walk away.

Bad EU-Australia trade deal couldn’t come at a worse time for farmers

A one-sided agreement would not just be a missed opportunity. It would lock in decades of disadvantage for Australia, particularly in critical export industries.

Investor Manulife has put up for sale its 3908-hectare Lachlan and Murrumbidgee portfolio of two non-contiguous almond-growing properties, situated on the banks of the Riverina region’s Lachlan River.

Manulife puts $110m almond aggregation up for sale

The Canadian investor’s divestment comes at a time of geopolitical instability that makes institutions look favourably at food-producing land assets.

FTP technology monitors mining sites and farming operations.

Five V digs into mining tech with majority stake in FTP

The Sydney-headquartered private equity firm has snapped up 60 per cent of FTP Solutions, a company that provides software to the mining and agriculture sectors.

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Former Newcrest Mining boss Greg Robinson took Dyno Nobel’s chairmanship in November 2023. The company’s changed a lot since.

One dollar for a ghost: PE’s bargain is Australia’s failure

Dyno Nobel’s deal to sell its fertiliser plant in Queensland sends out a worrying signal for the future security of our food supply.

Australian Meat Group leaves door open to bidders after $196m Killara deal

The long-running sale of Australian Meat Group looks to be getting a new life after it picked up Killara Feedlot from ASX-listed Elders.

PJ Cullen with his invention at PlasmaLeap, which enables them to make fertiliser with minimal carbon emissions.

GrainCorp, UniSuper back green fertiliser start-up; $30m raised

The start-up’s $30 million Series A round was led by the Gates Foundation, Investible and Yara Growth Ventures.

February

Almonds in bloom in country Victoria.

Aussie almond orchards on the block as Cibus prepares to harvest gains

Food and agriculture investor Cibus Capital has readied for sale Amaretto Almonds, an almond producer with two orchards in Australia’s premier almond-growing regions.

GrainCorp flew into a big earnings downgrade on Monday.

The 15pc sell-off investors didn’t see coming

GrainCorp’s third profit downgrade in four months provided the knockout blow.

January

One of Paraway Pastoral’s holdings – Pier Pier Station, a mixed aggregation property in the Macquarie Valley.

Macquarie’s Paraway agricultural empire lifts lid on profits amid sale

The pitch deck says the $75 million year-end EBITDA figure does not yet factor in year-end revaluations. Land, 41 million hectares of it, is expected to be a key valuation driver.

Summer Land Camels director Paul Martin.

Summer Land Camels ready to milk investors for US expansion

The Southeast Queensland-based producer is set to launch a campaign via the OnMarket equity crowdfunding platform early next month.

Regal co-founder Phil King says 2026 could be the year of multi-strategy funds because of heavy market volatility.

Regal’s private fund is investing in water – and making strong returns

The fund, which has returned more than 20 per cent in the past two years, has been upping its exposure to water amid drier conditions and government buybacks.

Australian beef is highly sought after in the world.

Why farmers are winning the trade wars in 2026

Despite the US ramping up its trade barriers and China maintaining its taxes on Australian beef, local farmers are easily outrunning their overseas competitors.

‘Off the charts’: 40,000 overwhelm day one of new Sydney Fish Market

Stall owners had to call in reinforcements and customers queued for more than an hour to be among the first to step inside the $836 million facility.

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Ross Anderson, chief executive officers of Aquna, says his ponds produce tastier fish than tanks.

Green shoots: The push to revive ASX agriculture in 2026

Australia’s beef and wheat exports are world class but our stock exchange is a ghost town for agriculture. Could the giants finally return this year?

Cloncurry, 100km east of Mount Isa, recorded more than 420mm of rain between Christmas Eve and January 1.

AACo warns hit from major Queensland flooding ‘likely to be material’

The country’s largest pastoral company has told investors four of its properties are affected, but says it will not be as bad as the 2019 devastation.

China’s beef imports have surged in recent years, along with rising incomes, but domestic production has also climbed as the government urged farmers to raise more cattle at home.

China imposes beef quotas, now all eyes on Australia’s EU trade deal

The Australian Meat Industry Council said it was “extremely disappointed” and warned beef exports to China could fall by about a third from recent levels.

December 2025

Cobram Estate co-founder and chairman Rob McGavin has shown extraordinary patience to finally land the buyout of California Olive Ranch in a $259 million deal.

Cobram Estate’s $259m US olive oil buyout took 11 years to land

Chairman Rob McGavin put “Project Sierra” into action to finally snare a Californian group, as households increasingly shift to extra virgin olive oil.

GrainCorp warned that volumes from the East Coast harvest were lower than expected.

GrainCorp pounded by poor harvest, Canada unit sale

Australia’s biggest agribusiness will book a loss of $10 million after it offloaded its North American grains handling unit.