Profitable Farmer

Australian cattle and lamb markets are at a tipping point. Prices have surged to record highs, but according to leading analyst Simon Quilty, we’re about to hit what he calls “unsustainable pricing.”    Bringing over 30 years of hard-won market insight to the table, Simon Quilty has worked with top firms including Louis Dreyfus, ConAgra, DR Johnston, and FC Stone. Today, he helps large financial institutions and farmers alike make sense of the complex forces shaping the red meat sector.    In this episode, Simon delivers a no-nonsense forecast: cattle rallying up to 750c/kg before falling back to a new norm around 550… lambs peaking at 1350c/kg before settling at 950. These aren’t guesses. They’re grounded in global supply shocks, America’s herd liquidation, and the structural rebuild now underway in Australia.    We cut straight into the forces driving this market, including:  why America’s drought and Trump’s tariffs are reshaping global trade in our favour;  how the mass liquidation of the southern Angu