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The case of the missing urea
Some of you may have read my previous articles on Summit’s Force Majeure Gamble: A Pattern Emerges and CSBP’s Force Majeure Gamble ... The response on social media has been staggering, with the algorithms going off the charts — which tells me I have hit a nerve. Even more interesting are the stories of urea that can be sourced if you look hard enough and are prepared to pay enough ...
The virtue premium: How Australia locked itself out of fuel and fertiliser
Australia has just signed up to a free trade agreement with the European Union, which is being sold—predictably—as a great leap forward for the inner city consumer ... Out in the paddock, however, the mood is less celebratory. Because the small print tells a more familiar story. Australian once again, signed a deal where farmers pay the costs.
CSBP’s force majeure gamble: Contracts, conflict and consequence
As the Iran–USA–Israel conflict ripples through global fertiliser markets, Western Australian farmers are discovering just how fragile their supply chains really are. At the centre of it is CSBP, which has reached for the force majeure clause in its contracts to step away from its contractual obligations.
Urea $1400 : Going… going… gone
Urea hit the equivalent of $2,800 a tonne in today’s dollars back in 1974. That’s not a typo—and it’s not ancient history either. To understand how that happens, you need to start with geography. Roughly a third of global fertiliser trade by sea—not production, trade—passes through the Strait of Hormuz.
Australia–European Union Free Trade Agreement: Prime Minister’s announcement and responses from a disappointed agricultural industry
On 24 March 2026, Australia and the European Union agreed the Australia-European Union Free Trade Agreement. Prime Minister Albanese's optimistic announcement is at odds with the widespread criticism and disappointment evident in the responses from the Victorian Farmers' Federation, Canegrowers, the National Farmers' Federation, Queensland Farmers' Federation and the Australian Lot Feeder's Association
Australia’s fuel security – alternative fuels: Monash University
Professor Bhattacharya from Monash University says advancing domestic refining and feedstock technologies is critical to improving long-term fuel security. Monash engineers have developed a pyrolysis technology that converts end-of-life tyres and plastics into high-value liquid hydrocarbons, creating a new, circular source of refinery-ready feedstocks.
How to create a fuel shortage without running out of fuel
Yet drive through Perth and the metropolitan fuel system appears to be operating normally. No ration notices. No capped pumps. No anxious motorists sneaking jerry-cans into the back of Hiluxes ... something more curious is emerging: selective rationing.
Fuel shortages: Improve capacity for deliveries by rail in regional NSW
Recent reports of fuel supply concerns and diesel shortages for trucks highlight a serious vulnerability in Australia’s transport system … This situation is a reminder that relying almost entirely on diesel-powered road transport is risky ... Regional railway lines could play an important role in strengthening supply chains.
Roundtables won’t keep the diesel flowing
There was also something about prioritising regional areas. What there was not was anything resembling a system to track where fuel shortages are actually occurring, or to require distributors to send fuel where it is most needed.
Lessons on Roundtables
When governments start calling emergency roundtables it usually means one thing: The planning should have happened years ago. Last week the Western Australian Government convened a “Fuel Security Roundtable” in response to supply disruptions linked to rising tensions in the Middle East.
Lessons from the US Strategic Petroleum Reserve
This article is a rerun of a piece I first published in these pages back in November 2023 ... Readers may recall the strategic fuel debate that ran hot a few years ago when the BP refinery in Perth was about to close and Australia suddenly realised it only had a couple of weeks of fuel reserves.
Opinion: Diesel and fertiliser – The two essentials powering Western Australia’s economy: Hunter
Right now across regional Western Australia something deeply concerning is unfolding. Farmers are being told their diesel deliveries have stopped. Some have been warned supply may not resume for weeks. Others cannot lock in deliveries at all. In some cases, operations have already ground to a halt simply because there is no fuel to run the machinery. This should alarm every Western Australian.
Choking on the price of urea
I’m continually amazed how many people can fly to Bali yet couldn’t point to it on a map. Ask them to name the countries that sit north of Indonesia and you’ll usually get a blank look. Yet geography still matters. In fact, it quietly dictates how the global economy works.
When fuel prices jump, the whole freight network feels the shockwave: Dean Newman
"When fuel swings, manual systems fail. We need to change how we view carriers. They aren’t just ‘capacity,’ they are small businesses under immense pressure. The future of the industry depends on accelerated cash flow and intelligent route planning that slashes unnecessary fuel burn": Dean Newman, COO, Ofload.
Regenerative agriculture and the return of an old economic fallacy
Beneath the agreeable language embedded in regenerative agriculture — soil health and sustainable ecosystems — sits a more consequential proposition: that modern, input-intensive agriculture has overshot its optimal point and that government policy should now encourage a structural shift toward lower-input systems. That is not a trivial adjustment. It is a claim about the production frontier of Australian agriculture. Claims of that magnitude ... warrant far more rigorous empirical scrutiny than they have so far received.
Regional growth without rail is a hollow promise: Siri Gamage
Dr Siri Gamage. We keep hearing about regional growth. We hear about decentralisation, productivity, housing pressures in capital cities and the promise of thriving regional communities. But here is the uncomfortable truth: growth without proper public transport is not a strategy. It is rhetoric.
Sheepish markets: Where futures go to die
As the WA sheep industry watches in disbelief the rollout of the federal government’s transition package — where $139 million seems to be evaporating before our eyes — one thing is becoming painfully clear. The design of the funding means the vast majority of sheep producers impacted by the end of live exports won’t see a cent.
Transitions without the capacity
Since coming to power, the Federal Labor Government has presided over a sharp contraction in Western Australia’s sheep flock. Industry figures show numbers falling from roughly 12 million head in 2022 to around 8 million today — a drop of about one-third in just four years ... Just as the State Agriculture Minister was proudly announcing $20 million in grants to help farmers and processors adjust, Beaufort River Meats quietly announced it was moving into care and maintenance due to ongoing sheep shortages.
Productivity crisis is no longer a slow-burn problem: CPA Australia
Australia’s largest accounting body, CPA Australia, says Australia’s productivity crisis is now serious enough to threaten economic growth, competitiveness and living standards unless governments act decisively ... Business and Investment Lead Gavan Ord said: “Australia is running out of time. If productivity continues to stagnate, living standards will go backwards and the economy will struggle to sustain growth.
Restore the Freedman mural – Australian history should not be covered up: McArthur
Raising the matter in Parliament, Mrs McArthur said the significant public artwork, commissioned by the State of Victoria in 1977, had been rendered inaccessible to the public without justification ... Harold Freedman’s Geelong Regional History mosaic mural “is a heritage-listed public artwork depicting the changing lifestyle of the region’s people and key moments in Victoria’s early history.”
AI. Friend or foe? An insider’s perspective
The rapid expansion of Artificial Intelligence (AI) across society in the past few years has both its benefits, and downfalls, which could change the way our communities are today. The Clarence Valley Independent spoke to a Northern River’s based tech expert, who is a husband, father, and computer programmer, about the explosion in society of AI.
What does the rail lease actually require?
This is yet another instalment in my running theme: the State rail debacle. A saga of privatisation, monopoly infrastructure, and governments that appear to have misplaced both the keys and the contract. Twenty-five years after Western Australia leased out its freight rail network, one basic question still has no straight answer: what does the Brookfield/Arc lease actually require?

