The Week in Review
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.
Saturday, September 29, 2012
Global Grain & Oilseed Markets: Strong Q4 prices, weak H1 2013 prices and a drought-driven harvest's false abundance
Without a snowy US winter, softer prices in the first half of 2013 may not last for the entire year.
Saturday, September 22, 2012
Global Grain and Oilseed Markets: USDA accounting magic and "unexpected" market rallies
The latest WASDE report's bearish impact is based more on statistical manipulation than reality. Take it as a buying opportunity.
Saturday, September 15, 2012
Global Feed Grain News Flash: Short-term weakness, medium term strength ahead
The past week has seen a retreat in both corn and soy; with the former falling 7.5% to the US$7.80/bushel range and the latter slipping 4.1%, to just under US$17/bushel at one point. This occurred on the back of supply related news that appears to be more illusory than real.
Saturday, September 8, 2012
An eFeedLink Hot Topic: Brazil's poultry sector straining at the limits
Cornered by high feed costs, falling domestic growth and intensified competition overseas, Brazil's poultry sector must adjust its expectations.
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.
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