The Week in Review
Saturday, April 27, 2013
An eFeedLink Hot Topic - Canadian Pork: A challenged but strong number two
No longer boosted by a cheap currency, Canadian pork export growth has slowed down but low costs will preserve its market share.
Saturday, April 20, 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, April 13, 2013
eFeedLink Hot Topic: America's poultry sector exceeds expectations: NAFTA, MENA point the way ahead
Exports are diversifying as domestic consumption takes over demand growth.
Saturday, April 6, 2013
An eFeedLink Hot Topic: Advantage, America: World dairy markets take off
Drought and high feed costs set new price records and it will be up to America to bridge the supply gap.
Saturday, March 30, 2013
An eFeedLink Hot Topic: Philippine dairy's supply side challenge
The country is turning into an important dairy mass market. Will it remain 99% supplied by imports or become a domestic producer and ASEAN export platform?
Saturday, March 23, 2013
Global Grain & Oilseed Markets: Chinese hogs, US planting implies weak soy prices today, a stronger market tomorrow
Slack Chinese demand today, a small US soy crop in six months, and a long term price forecast.
Saturday, March 16, 2013
Global Grain & Oilseed Markets: Inelastic meat demand, America's corn import binge and the world market
Strong feed demand depleted a very poor harvest, making imports necessary for the first time in US history. What happens when a corn exporting superpower removes a competitor's supplies from the market and meat demand refuses to budge?
Saturday, March 9, 2013
Global Grain & Oilseed markets: Corn short sellers get caught short -Strange price spreads, upcoming China corn purchases and an upcoming Latin surprise
We warned supplies were tighter than corn's price direction implied, that China would get the urge to import more or Argentina was primed to disappoint supply optimists. Well, here it comes.
Saturday, March 2, 2013
Global Grain & Oilseed Markets: South Korea transforms its feed grain sourcing strategy
How Indian feed wheat, America's drought and Brazil's corn harvest upended recent South Korean feed grain sourcing decisions.
Saturday, February 23, 2013
Global Grain & Oilseed: Index fund deflation, feed demand acceleration and the price of corn
Think like a feed miller, behave like an ethanol maker and you will understand why corn markets are poised to tighten up.
Saturday, February 16, 2013
Global Grain and Oilseed Markets: Corn's deceptively calm market and a looming import surprise ahead?
Prices are sagging but fundamentals are tight and China's livestock are running short of feed grain.
Saturday, February 9, 2013
An eFeedLink Hot Topic: Antibiotics, contract farming and China's AA broiler industry scandal
A fast food multinational tries to pass its share of the blame on to Liuhe Group. Behind the scenes, an outdated contract farming model is begging to be replaced by vertical integration.
Saturday, February 2, 2013
An eFeedLink Hot Topic: Can Thailand's swine sector regulate itself to prosperity?
Exports need to be ramped up to counterbalance any future imports. New biosafety measures will play a key role.
Saturday, January 26, 2013
An eFeedLink Hot Topic: Corn vs. cows: The link between profitable feed crops and constrained cattle numbers
How high feed crop returns are making it harder for America's beef cattle inventories to recover.
Saturday, January 19, 2013
An eFeedLink Hot Topic: Exports of pricey steak, imports of poor man's meat and the need to reinvent US beef
Last year's drought exposed how exporting high-end steaks while eating low-end ground beef at home compromises America's beef trade position. The industry needs to transcend old paradigms and use new scientific research to re-market itself to American consumers.
Saturday, January 12, 2013
Global Grains and Oilseed Markets: Corn supplies and America's snow storms
Corn should recover in price this quarter. Keep an eye on America's winter weather to see if it will have legs or sag in the latter half of this year.
Saturday, January 5, 2013
Global Grains and Oilseed Markets: Feed crop supply, demand and the role of money
How financial investors have changed the way feed crop markets behave.
Saturday, December 29, 2012
An eFeedLink Hot Topic: Indonesia's booming - but overprotected - feed sector
Powered by fast rising consumption of milk and broiler meat, Indonesia will overtake Thailand in feed production. Unfortunately, government efforts to protect corn farmers could put the livestock industry at risk.
Saturday, December 22, 2012
An eFeedLink Hot Topic: Return of the regional exporters - Poultry goes back to the future
Led by a resurgent Thailand, regional exporters market are eroding America and Brazil's market dominance.
Saturday, December 15, 2012
Global Grain and Oilseed Markets: USDA statistical magic with corn, continued
For as long as the market follows overly optimistic corn statistics, you have a buying opportunity.
Saturday, December 8, 2012
Global Grain and Oilseed Markets: Too much rain Argentina, too little rain in Brazil, too many delays
Why corn prices are now poised to stay strong for a longer time than was initially anticipated.
Saturday, December 1, 2012
Global Grain and Oilseed Markets: A better yesterday: How China maintained feed grain self-sufficiency
Once expected to become a mass corn importer by the late 1990s, China successfully employed everything from feed wheat to excessive soy import volumes to avoid import dependence. All these options now appear exhausted.
Saturday, November 24, 2012
Global Grain and Oilseed Markets: Feed crop prices and the commodity supercycle
Despite prognostications to the contrary, there is no evidence that the long run feed crop bull market has run its course.
Saturday, November 17, 2012
An eFeedlink Hot Topic: Fishmeal gets scarce, but so does soy
Anchovy catches might turn upward and Chinese demand may falter but the scope for plant protein substitution is dwindling.
Saturday, November 10, 2012
An eFeedLink Hot Topic: India's broiler sector: Dynamic, brimming with potential, but vulnerable
Rapid growth is a given. The question is how quickly the industry will develop and rise to international standards.
Saturday, November 3, 2012
An eFeedLink Hot Topic: Tragedy and hope for Argentina's beef cattle
Argentina's beef cattle inventory and exports are a fraction of their former glory, but recovery is possible.
Saturday, October 27, 2012
An eFeedLink Hot Topic: Big, self-sufficient - and with a long way to go
The world's biggest dairy producer is neither the most efficient nor anywhere near consolidated, but it does have the greatest potential of any large market.
Saturday, October 20, 2012
Global Grain and Oilseed Markets: Is corn's price justified
We present you the data, and changes to supply and demand. The numbers speak for themselves.
Saturday, October 13, 2012
Europe Market Review: UK issues license to cull badgers to curb bovine tuberculosis
The UK government has planned a pilot culling of badgers which aims to help slow down the spread of Bovine Tuberculosis (TB) in cattle.
Saturday, October 6, 2012
Global Grain and Oilseed Market: As we expected, feed grains start Q4 on a bullish note
After warning you not to be fooled by September's harvest-driven deflation, the USDA triggers corn and wheat's expected fourth quarter price run.
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