The Week in Review
Saturday, September 1, 2012
Global Grain & Oilseed Markets: Corn & soy, hurricanes and red herrings
With no additional corn or soy in sight, the market is getting spooked. Should you buy on a market correction or wait a while longer? Does corn or soy have better medium-term fundamentals?
Saturday, August 25, 2012
Global Grain & Oilseed Markets: Markets press the panic button
Corn breaks recent price records as concerns over supplies underlying contracts hit futures markets.
Saturday, August 18, 2012
Global Grain & Oilseed Markets: Three droughts and the damage done
China enjoys a good harvest while America goes shopping for corn and Brazil tries to import soy. Have feed crop supplies ever been this tight?
Saturday, August 11, 2012
An eFeedLink Hot Topic: Southeast Asian feed & livestock ascendant
10 widely dissimilar nations with over 600 million people are becoming the world's hottest feed and livestock market.
Saturday, August 4, 2012
An eFeedLink Hot Topic: India - An unlikely beef exporting champion and a game changer
Supplying beef that is not derived from traditional cattle, the new leading exporter is quietly reinventing this meat line's market scope.
Saturday, July 28, 2012
Global Grain & Oilseed Markets - Now it gets serious: Corn, soy set price reocrds after a string of disastrous harvests
Inventories are thin, harvests have been disastrous and it is much worse than the last world food crisis.
Saturday, July 21, 2012
Global Grain & Oilseed Markets: Trends in China's oilseed consumption and sourcing
Domestic supplies and prices have been sacrificed to sustain corn output. Output has peaked but diversification efforts are constrained by rapeseed's own scarcity.
Saturday, July 14, 2012
Global Grain & Oilseed Markets: Uncharted territory and outrageous possibilities - The state of world feed crops in mid 2012
America's corn inventories falling to 10 million tonnes and its stocks-to-use ratio falling below 3% is no longer impossible. Corn and soy markets are entering uncharted territory, full of deep implications.
Saturday, July 7, 2012
Global Grain & Oilseed Markets: America's corn market at the tipping point
Drought stricken crop yields unleash serious implications for corn's closing inventories and the stocks-to-use ratio. Why even a record sized harvest may not be
Saturday, June 30, 2012
Global Grain & Oilseed Markets: Feed wheat and DDGS supplies grow tight as USDA corn harvest predictions wither in the summer heat
We expected corn to become scarcer but did not anticipate DDGS and feed wheat would too.
Saturday, June 23, 2012
Global Grain & Oilseed Markets: Tight soy inventories face off against China's plunging money supply
The last time tight supplies and slumping macroeconomics coincided, a price record was followed by a 50% market crash. Why China's collapsing liquidity is more dangerous than the Lehman/AIG crisis.
Monday, June 18, 2012
An eFeedLink Hot Topic: Fishmeal prices rise sharply amid supply uncertainties and a looming recession
This year's anchovy catch appears to be faltering. The question is whether demand will too.
Saturday, June 9, 2012
Global Grain & Oilseed Markets: Brazilian transport woes jack up the world soy market
Disconnected frontier regions distort farm expansion decisions and give importers logistical headaches.
Saturday, June 2, 2012
Global Grain & Oilseed Markets: Feed crop markets and the EU debt crisis
Will the EU bailout succeed like America's did in 2007? Or fail like it did in 2008? The feed market's direction depends on the answer.
Saturday, May 26, 2012
Global Grain & Oilseed Markets - Six weeks of uncertainty: Will Russian wheat upend the world grain market?
With forecasters projecting five years of corn below US$4.50/bushel, 2010's drought pushed it above US$7/bushel in less than a year. Can this year's unseasonably dry Russian weather cause history to repeat itself?
Saturday, May 19, 2012
Global Grain & Oilseed Markets - Down with corn, up with soy: The global feed crop market shifts gears
After dominating feed crop markets for three years, this month's USDA report deflates corn fundamentals while setting up soy for a record breaking extension to its rally.
Saturday, May 12, 2012
Global Grain & Oilseed Markets: Tight rapeseed supplies and the EU's biodiesel addicition
Just as corn's market fundamentals became a creature of America's ethanol addiction, Europe's looming rapeseed supply deficit arises from its biodiesel output.
Saturday, May 5, 2012
Global Grain & Oilseed Markets: Get ready for a new soy price record
Why the price spread between corn and soy needs to widen.
Saturday, April 28, 2012
An eFeedLink Hot Topic: North American poultry's weaker sister
Canada's broiler sector is stagnant but protected by NAFTA's free-trade rules.
Saturday, April 21, 2012
Global Grains & Oilseed Markets: A concise analysis for very bullish soy futures
A high ratio of Chinese soy import volumes to world inventories carries inflationary implications. We explore the relationship between inventories, top importers and why soy futures will outrace corn.
Thursday, April 12, 2012
Global Grain & Oilseed Markets: America's corn market: finer feed grains, and an ethanol blender's wall meets the China tipping point
The last year has seen two dramatic, coincidental shifts in America's feed and corn markets. But yields must rise if Asian demand is to be satisfied.
Thursday, April 5, 2012
Global Grain & Oilseed Markets: Big soy price move coming up or just a market inflection point?
A lot of money is being invested in soy and Latin America's drought has cut supplies. Short-term price volatility appears to be inevitable but long-term fundamentals are strong.
Thursday, March 29, 2012
eFeedLink: Agribusiness news at your fingertips - The revamped eFeedLink.com (Press Release)
A leading agribusiness knowledge provider in the animal production and feed industry is set to better serve the industry with its revamped website eFeedLink.com unveiled in March 2012.
Monday, March 19, 2012
eFeedLink: Agribusiness news at your fingertips - The revamped eFeedLink.com (Press Release)
A leading agribusiness knowledge provider in the animal production and feed industry is set to better serve the industry with its revamped website eFeedLink.com unveiled in March 2012.
Thursday, March 1, 2012
Global Grain & Oilseed Markets: Good news, bad news for Ukrainian feed crops
A bitterly cold winter is chopping its wheat and rapeseed projections but bodes well for this summer's corn crop. Could it give Argentina competition for second place in the world export league?
Thursday, February 23, 2012
Global Grain & Oilseed Markets: USDA's Argentine crop numbers get ready to turn tail: Are higher prices ahead?
Evidence that USDA got its South American feed crop numbers wrong and large downward revisions are looming is growing. This carries greater implications for corn prices than it does for soy.
Thursday, February 16, 2012
An eFeedLink Hot Topic: Argentina's role in South American poultry production
Although this country will become a top five exporter in its own right, Brazil will maintain its pre-eminent position on the continent and overseas.
Thursday, February 9, 2012
Global Grain & Oilseed Markets: Fertiliser prices bottom out, going in different directions
A strong outlook for potash and neutral market for urea dominate the outlook amid new capacity's deflationary pressure on phosphate.
Thursday, February 2, 2012
Global Grain & Oilseed Markets: The coming corn export crisis: Will Latin America come to the rescue
Even though Latin America does not turn corn into ethanol, this continent will not be able to take over the corn export burden from the US.
Thursday, January 26, 2012
Global Grain & Oilseed Markets: Three feed inputs, one weather system, two outcomes & the power of ocean currents
How cold and warm water currents off South America drive feed grain and fishmeal prices in opposite directions.
Subscribe eNewsletter
Please input your name.
Please input your company name.
Please input a valid email address.
Please input your job title.
Please select your business category.
By clicking Submit, I am agreeing to receive eFeedLink eNewsletter and understand that the information I've provided here will be saved by eFeedLink. eFeedLink guarantees that your details will not be shared with any third parties.

Follow Us

FacebookTwitterLinkedIn