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.

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.