The Week in Review
Saturday, November 23, 2013
Global Grain and Oilseed Markets: Once inflationary, now deflationary: Revised ethanol mandates, good Latin weather deflate feed crops
America's revising of its EPA mandated ethanol output and large impending Latin crops follow on the heels of bumper US corn and soy harvests.
Saturday, November 16, 2013
Global Grain and Oilseed Markets: Reality bites with a pivotal USDA feed crop report's release
Monetary reflation and months of deflation discounted the bearish sting out of November'sWASDE report, but it still left feed crops with very little in the way of upward potential.
Saturday, November 9, 2013
Global Grain and Oilseed Markets: Stay away from the market until next week -and know corn is favoured
The first USDA WASDE report in two months could cause a sharp downward adjustment in feed crop prices, but resistance to such a move is also building.
Saturday, November 2, 2013
An eFeedLink Hot Topic - Paying the price for a bad reputation: Analysing China's paradoxically low chicken consumption
Neither economics nor cultural preferences explains why China's per capita chicken consumption is not growing as quickly as it should be.
Saturday, October 26, 2013
An eFeedLink Hot Topic: Shrimp farming's crisis driven transformation
A deadly disease brings leading producers to their knees while creating exporting opportunities for emerging Indian and Latin American producers.
Saturday, October 19, 2013
An eFeedLink Hot Topic: Milk, creative destruction, and a better tomorrow
Painful as they are, the tribulations of China's dairy sector are destined to consolidate this sector into a far safer, more productive protein line.
Saturday, October 12, 2013
An eFeedLink Hot Topic - Price crash postponed: The world dairy market's China surprise
A southern hemisphere drought and China's dairy shortfall shifted 2013's dairy market downturn to next year.
Saturday, October 5, 2013
Global grain and oilseed markets: Sorghum - The next big thing in agricultural trade between China and US
This year, China purchased sorghum for feed use from the United States for the first time in history.
Saturday, September 28, 2013
An eFeedLink Hot Topic - India's dairy sector: More milk for less beef?
Why making India's dairy industry not just productive but internationally competitive may involve the substitution of dairy exports in place of beef.
Saturday, September 21, 2013
An eFeedLink Hot Topic: Philippine pork confronts foreign competition, both domestic and external
Swine producers face competition from abroad by imports and impending trade liberalisation and from within by technically savvy, deep pocketed foreign integrators.
Saturday, September 14, 2013
An eFeedLink Hot Topic: Canadian beef's wilting trade position
Canadian cattle producers enjoy strong domestic market fundamentals but are challenged by high feed costs, rapid currency appreciation and the closure of key processing facilities.
Saturday, September 7, 2013
An eFeedLink Hot Topic: Seafood quality and the hunt for fishmeal replacements
Aquaculture without fishmeal produces inferior, less healthy seafood. Fortunately, an array of alternative ingredients including yeast, algae and organic trace minerals promise to partly bridge the performance gap.
Saturday, August 31, 2013
Global grain and oilseed markets: Why we turned tail on the corn market
Has the USDA been outsmarted by its own corn yield methodology?
Saturday, August 24, 2013
An eFeedLink Hot Topic: Trade reinvents America's swine sector
Formerly a net importer of pork, the US swine sector's export-led transformation has become a key source of value added for American hog producers.
Saturday, August 17, 2013
Global grain and oilseed markets: Corn's crucial inventory question
An 11% spread between high and low crop yield estimates leads to 122% difference in closing US inventories, creating scope for volatility. With inventories set to triple, the trend is down or flat, depending on the harvest outcome.
Saturday, August 10, 2013
An eFeedLink Hot Topic: A good year for China's swine sector
Profitability is good, inventories broke their 2007 record and imports are down, at least until the next round of official intervention sinks supply below demand.
Saturday, August 3, 2013
An eFeedLink Hot Topic: A peculiar northern chicken: Canada's pricey, protected but stable poultry market
Government protected and more expensive than pork, Canada's broiler sector resembles the US market on the demand side but has completely different supply side characteristics.
Saturday, July 27, 2013
An eFeedLink Hot Topic: Philippine broiler imports, corn costs and industry competitiveness
A good year, but with a looming need to bring costs under control before ASEAN's looming 2015 trade integration.
Saturday, July 20, 2013
Global Grain and Oilseed Markets: Bears close in on the feed crop markets: Will a dragon come to the rescue?
Record harvests, tightening liquidity put downward pressure on prices that only China stands to counteract.
Saturday, July 13, 2013
An eFeedLink Hot Topic: Australian beef: Win some, lose some but a good overall net gain
A mixed but positive export performance helps offset a drought-induced slaughter's deflation, promising better days ahead for Australia's beef cattle industry.
Saturday, July 6, 2013
Global grain and oilseed markets: Bird flu and softening soy markets
China's falling broiler population has brought soy below US$13/bushel. World inventories and tightening monetary policies imply that there could be further deflation ahead.
Saturday, June 29, 2013
Global grain and oilseed markets: Vietnam's impending feed crop import binge
Feed wheat is becoming scarce, meat consumption is outracing crop yields and soy crushing capacity cannot keep up.
Saturday, June 22, 2013
An eFeedLink Hot Topic: Peak fishmeal supplies, innovation and the quality problem
Human ingenuity will probably find a way to get around fishmeal shortages, but not without differentiating once commodity fish into distinct product quality levels.
Saturday, June 15, 2013
An eFeedLink Hot Topic: Philippine dairy - An incomplete recovery
Progress is being made, but the sector remains decades away from recapturing self-sufficiency in ready-to-drink milk.
Saturday, June 8, 2013
An eFeedLink Hot Topic: Adjusting to the great deceleration
Brazil's poultry industry is still growing slightly faster than America's but the impact of its growth deceleration is finally starting to be felt. From 2001 to 2008, Brazil's broiler output and exports jumped at annual rates of 7.1% and 16.2% respectively. However, in the five years from 2009 to the end of 2013, output only increased at an average rate of 4% per annum and exports by 3.3%.
Saturday, June 1, 2013
Global Grain and Oilseed Markets: Soy yesterday, corn today, meat tomorrow - With a little help from China, America learns to share its agribusiness dominance with Canada and South America
America's market share has fallen but North and South America's collective market position is stronger than ever.
Saturday, May 25, 2013
An eFeedLink Hot Topic: Disease outbreaks rock China's livestock market
How H7N9 avian influenza and still unidentified hog diseases upended the country's cyclical price and meat consumption trends.
Saturday, May 18, 2013
Global Grain & Oilseed Markets: Philippine corn's impressive supply side turnaround
Rising productivity, expanding meat demand and a wave of export-oriented foreign investment are turning around the Philippine corn sector's terms of trade.
Tuesday, May 14, 2013
An eFeedLink Hot Topic: China's lucrative but troubled swine sector
Accounting for over half the world's swine, China's swine sector is faced with years of challenges from scarce contaminated feed, painful consolidation and perverse government policies.
Saturday, May 4, 2013
An eFeedLink Hot Topic: The Philippine swine sector seeks self-transformation
With ASEAN's 2015 economic integration looming, Philippine pork producers try remedy their own shortcomings.
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