The Week in Review
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.
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.
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