Australian Cattle and Beef Market Report

StoneX Group Inc.

Whether you're a producer, trader, or otherwise involved in the cattle and beef industry, this podcast will provide valuable, timely insights to help you stay informed and make better decisions in a constantly evolving market. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

  1. 2 DAYS AGO

    A Season Defining Month for Markets: Unanswered Market Questions Addressed in May

    As the beef industry puts the disruptive April month behind it, many questions remain unanswered about market performance domestically and where to next after this latest easing cycle. This week, Ripley Atkinson, StoneX Australian Meats & Livestock Manager, provides his views on those questions. He also breaks down the strength of the year to date beef export results with continued growth year on year in volume. Additionally, the everpresent price relationship between Angus and flatback feeder cattle is examined, and Ripley shares his views on why he remains bullish for this spread to widen further in winter 2026. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

    23 min
  2. 23 APR

    Risk, Market Access & Trade Disruptions for the Beef Industry with Patrick Hutchinson of Gibraltar Strategic Advisory

    Ripley sits down with Patrick Hutchinson, Director of Gibraltar Strategic Advisory, to discuss the major announcements and situations, on an export level, which have affected the beef industry in 2026. This includes the China tariff announcement once its safeguard quota limit is hit, the EU-Australia Free Trade Agreement, and tensions in the Middle East. Pat distils how this will influence the beef industry and the role volatility is playing more broadly, having been amplified by these situations. He also provides his views on risk and volatility within the Australian beef industry and where it can improve on addressing this key aspect of the sector. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

    43 min
  3. 9 APR

    Prices Falter as the Market Panics Despite Red-Hot Beef Exports

    Returning to markets, Ripley explains the key drivers and themes of the beef industry’s current market easing cycle, with producer emotion, cost of fuel and freight, dry to drought conditions, and higher supply all contributing to pressure markets. He then considers where Angus feeder cattle prices could reach in the winter of 2026 and what will be the driver of their strong premiums over crossbred cattle. Finally, Ripley breaks down an exceptional March 2026 beef export results and considers what driving factors are behind such a large volume this early in the season. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

    23 min
  4. 26 MAR

    Brazilian Market Updates: Discussing Scale and Export Demands Amidst Increasing Competition

    This week, Ripley discusses the Brazilian beef industry with Caio Toledo and Victor Novaes – Directors of StoneX Brazil Cattle business Our trio unpack the dynamic layers of the Brazilian beef industry, exploring rapid shifts in domestic to export market shares, the rise of influence from China and the growth in the Brazilian feedlotting sectors. Ripley then considers the influence of the shift in the Brazilian production system to become more export orientated and what this means for the Australian beef supply chain. Brazil remains a major export market competitor for Australia, and this episode is packed with performance insight and forecasts for anyone to better their understanding on both industry giants. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

    59 min
  5. 12 MAR

    US Beef Under Pressure: Tight Supply, Processor Moves, and Demand Trends for 2026

    This week, Ripley Atkinson sits down with Ryan Turner, StoneX US Regional Director of Meats & Livestock for a deep dive into the current outlook and market conditions for the US beef industry – and what’s to come for 2026. Ripley and Ryan unpack critical topics for Australian listeners, which are key to understanding the key forces operating in an increasingly dynamic, volatile global operating environment. This includes crucial insight into where the US cattle cycle currently sits, and whether it indicates a rebuild on the cards, as well as why beef production and cattle supply is diverging so quickly, or how the US beef processors are reacting to all these challenging market conditions. © 2026 StoneX Group Inc. all rights reserved. The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer: https://www.stonex.com/en/compliance-library/#disclosures This is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure (https://www.stonex.com/en/compliance-library) section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.

    32 min
  6. 26 FEB

    2025 Australian Beef Production Outperforms – Cycle Highs, Capacity & Grainfeds

    With two key datasets released last week, Ripley dives into the details for the feedlot sector, the broader beef production, the slaughter performance of 2025 and how the year stacked up. Across the board, records were broken and new highs were set for many production metrics, showcasing the strength of the industry. Ripley breaks down all the details and what it means for beef supply chain participants; highlighting how important understanding the macro landscape is. © 2026 StoneX Group Inc. all rights reserved. The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer: https://www.stonex.com/en/compliance-library/#disclosures This is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure (https://www.stonex.com/en/compliance-library) section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.

    27 min
  7. 12 FEB

    StoneX H1 2026 Australian Cattle Market Outlook - Liquidation, Highs & Headwinds

    Cyclical highs in the 2026 cattle cycle are forecasted for Australia’s beef industry, with herd liquidation, 50- year highs in slaughter and an outlook challenged by local and global headwinds. The StoneX H1 2026 Australian Cattle Market Outlook report breaks down real insights in this episode, giving you full details of the year ahead for the Australian beef industry. © 2026 StoneX Group Inc. all rights reserved. The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer: https://www.stonex.com/en/compliance-library/#disclosures This is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure (https://www.stonex.com/en/compliance-library) section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.

    28 min
  8. 29 JAN

    Producers forecast herd growth as sentiment levels rally hard – MLA BPIS Report Review

    A recently released report by Meat & Livestock Australia (MLA) on the intentions of Australia’s beef producers indicate elevated levels of positivity, alongside broad intentions to either maintain or increase herd numbers and expectations to sell large volumes of cattle in the first half of 2026. With these sentiments, Ripley dives into MLA’s Beef Producer Intentions Survey (BPIS) results this week and shares his views on what they indicate for the beef industry. © 2026 StoneX Group Inc. all rights reserved. The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer: https://www.stonex.com/en/compliance-library/#disclosures This is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure (https://www.stonex.com/en/compliance-library) section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.

    20 min

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About

Whether you're a producer, trader, or otherwise involved in the cattle and beef industry, this podcast will provide valuable, timely insights to help you stay informed and make better decisions in a constantly evolving market. StoneX Financial Pty Ltd (ACN 141 774 727) holds an Australian Financial Service License (AFSL: 345646) for Dealing in Securities, Exchange-Traded Derivatives Contracts, OTC Derivatives Contracts and Foreign Exchange Contracts, and is regulated by the Australian Securities and Investments Commission. ‘StoneX’ is the trade name used by StoneX Group Inc. and all its associated entities and subsidiaries. The views, opinions of the presenters are solely their own and do not in any way reflect the views, opinions, endorsements or recommendations of STONEX. STONEX is the trade name used by STONEX GROUP INC. and all its associated entities and subsidiaries. StoneX Group Inc. provides financial services worldwide through its subsidiaries, including physical commodities, securities, exchange-traded and over-the-counter derivatives, risk management, global payments and foreign exchange products in accordance with applicable law in the jurisdictions where services are provided. Information and material presented is for educational purposes only and does not constitute any form of investment advice nor an offer or solicitation to invest in any financial instrument. This information provided is prepared by STONEX and is intended for general circulation. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person. You should take into account your specific investment objectives, financial situation or particular needs before making a commitment to invest, including seeking advice from an independent financial adviser regarding the suitability of the investment, under a separate engagement, as you deem fit. Representations of past performance are in no way an indication of future performance and such representations have not been verified by StoneX. No representation or warranty is given as to the accuracy or completeness of the information or material presented. The presentation herein is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. No responsibility is accepted by StoneX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. Reproduction or use in any format without authorization is forbidden. © 2026 StoneX Group Inc. All Rights Reserved.

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