The Week in Review
Saturday, June 28, 2014
An Asia driven Australian dairy revival?
Trade liberalization, improving weather, export-oriented investments promise better days ahead but much market share has been lost to the United States.
Saturday, June 21, 2014
Beans today, palm leaves tomorrow
Chinese demand and unexpectedly smooth Brazilian logistics lifted soy prices while rainy Southeast Asian weather depressed palm oil. Expect these trends to reverse themselves later in the year.
Saturday, June 14, 2014
Brazilian beef: Mature, rebounding, with an overhanging productivity question
Exports are near record levels and poised to overtake India within a few years but boosting cattle productivity is essential for long-term success.
Saturday, June 7, 2014
Dairy markets in a dive
Improving profit margins boost output just as China's import demand tapers off. Forward contracts imply that producers have yet to respond to lower prices.
Saturday, May 31, 2014
Another dubious, contradictory springtime USDA corn market report
America's corn stocks-to-use ratio plummets even as its share of the world corn market increases. A sharp reduction in US acreage is to be counterbalanced by much higher crop yields and world exports are supposed to fall 5%. Can bearish market assumptions really be sustained?
Saturday, May 24, 2014
Brazil's swine sector: The last available export supplier?
Improving trade market access, America's PEDv epidemic and Canada's inability to bridge the supply gap promise better days ahead -if PEDv does not strike.
Saturday, May 17, 2014
Myanmar's agribusiness sector: Shaky statistics, pent up meat demand, problematic feed supplies
Corn cultivation, feed demand and meat consumption have all taken off. Shaky statistics cannot hide the country's growing appetite for chicken and pork, but it is not clear if domestic feed inputs can keep pace.
Saturday, May 10, 2014
Canada's swine sector: Two flat years past, and another to come
Caught between years of underinvestment, unfair US trade laws and PEDv, Canada's pork output and exports are poised to stay flat.
Sunday, May 4, 2014
Vietnam plays the world corn market
An early year drought is counterbalanced by low corn prices and the availability of discounted shipments rejected by China.
Saturday, April 26, 2014
Stalled, but profitable: America's swine sector tops out
Amid a PEDv epidemic, high prices and falling feed costs, returns are high as output and exports top out.
Saturday, April 19, 2014
Deflation, stabilisation and an El Nino wild card: China makes -and breaks - the world dairy market
China's import binge overwhelms explosive supply growth to sustain prices amid falling feed costs. Supply-side increases peter out amid slackening demand and a problematic weather forecast.
Saturday, April 12, 2014
Brazil's broiler exporters get the middle age blues
Competition intensifies, consumption and exports falter as industry consolidation takes off.
Saturday, April 5, 2014
The prismatic, multi-faceted world of feed supplements
Growing twice as quickly as meat demand itself, supplements are an agribusiness innovation locus keynoted by sustainability, innovation and a profound need to transform how we farm livestock.
Saturday, March 22, 2014
China's embattled broiler sector: It's not just about bird flu
Decades of slack demand growth allows Brazil to catch up to the world's second largest broiler producer.
Saturday, March 15, 2014
Vietnam's feed industry: Stalled, but getting hungry
With feed wheat becoming too costly and the economy recovering, it is becoming increasingly difficult to avoid mass dependence on foreign feed crops.
Saturday, March 8, 2014
Guns and nervous beans, biofuel and dry palm leaves
How Russians and rapeseed, biofuel policiesand drought are shaking feed crop markets all the way to the equator.
Saturday, March 1, 2014
A somber new year for China's livestock sector
Livestock disease outbreaks and a slowing economy make this one of the darkest new years in the living memory for China's swine and poultry farms.
Saturday, February 22, 2014
Indonesia: Bright feed fundamentals ...and a looming macroeconomic trap?
Driven by rising poultry and seafood consumption, Indonesian mills are flourishing but growing import dependence and unstable currency markets could upset the best laid plans.
Saturday, February 15, 2014
Agribusiness's paradoxical feed foundation
The contradictions, opportunities and disparities that define the world feed sector.
Saturday, February 8, 2014
A V-shaped recovery for America's cattle sector?
Record prices, falling feed costs could put US beef production on a recovery as steep as its multi-year decline.
Thursday, January 30, 2014
Smart corn traders, import diversification and price ratio question
China corn purchases make a new market bottom but soy's oversupply exerts downward pressure via the soy/corn price ratio. After making a dramatic 5% single day jump, the last few days has seen corn get stopped in its tracks, essentially treading water in the US$4.20/bushel to US$4.30/bushel range.
Saturday, January 25, 2014
Too many buffaloes, not enough cows and everyone wants their cheese
For India's milk output to keep pace with fast rising ice cream, cheese and butter consumption, it needs to change the composition of its dairy ruminant population. Led by a growing middle class's rising consumption of processed dairy products, the growth of India's dairy industry has accelerated.
Saturday, January 18, 2014
Is the fishmeal market about to stabilise?
A supply-side recovery collides with a China-led slowdown in import demand. This protein meal's next move depends on Chinese aquaculture -and the cost of soy.
Saturday, January 11, 2014
Rejected feed crop imports, Chinese culture and world grain markets
Why China can afford to cancel first quarter feed crop shipments and still enjoy low prices.
Saturday, January 4, 2014
Falling costs, rising prices and a fortuitous default: Thailand's broiler sector divides up the spoils
Although they invest heavily to boost productivity and win back market share, Thai integrators also leverage one-off events to their advantage.
Saturday, December 28, 2013
Canadian pork: A weak number two exporter
Domestic consumption slowly rises as exports tail off and their market base stops diversifying.
Saturday, December 21, 2013
Philippine broilers, free trade and feed protectionism
Although ASEAN free trade's 2015 impact will be less than expected, some action has to be taken on the country's high feed costs.
Saturday, December 14, 2013
Hot Topic: Too much debt, not enough grass: The limits of Australia and New Zealand's dairy abundance
Debt financing, costly pasture land and a growing dependence on feed boost Oceana's dairy costs towards European and American levels.
Saturday, December 7, 2013
An eFeedLink Hot Topic: Red meat rising
Asia will fuel a renaissance in beef and pork's export performance as the Middle East and North Africa start to drive poultry consumption.
Saturday, November 30, 2013
Global Grain and Oilseed Markets: Changes and transformations in Asia's-and the world's-feed to meat supply chain
The tug-of-war between feed and livestock is again favouring the supply chain's meat making side, and Asia is developing an appetite for red meat.
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