The Week in Review
Thursday, January 19, 2012
Global Grain & Oilseed Markets: Soy today, corn tomorrow & the weather always
A growing relationship between Asian meat consumption, New World feed crops and unstable Latin American weather.
Thursday, January 12, 2012
An eFeedLink Hot Topic: The promise and challenge of Indian agribusiness
Although its meat demand is growing faster than China's, India must source its feed grain from an arable land endowment comparable to that of Argentina, which has 1/27th its population. Raising livestock productivity and crop yields will play a key role in conserving scarce inputs.
Thursday, January 5, 2012
An eFeedLink Hot Topic: Instability: Will the world's "new crisis" dent Brazil's agribusiness?
Less than three years after the international crisis that brought the deepest recession since the big "crash" in 1929, developed countries seem to be on the verge of a new economic collapse.
Thursday, December 29, 2011
An eFeedLink Hot Topic: Tragedy and hope after Thailand's floods
Destruction of both corn and cassava crops exposed Thailand's latent feed grain import dependence. Despite such serious challenges, strong domestic prices and export liberalisation may yet make for a strong recovery.
Thursday, December 22, 2011
Global Grain & Oilseed Markets: Wheat wheat everywhere...but not a grain to eat
There's a lot of wheat around but most of it is not fit for human consumption. We examine the short and medium implications of this situation for feed grain prices.
Thursday, December 15, 2011
An eFeedLink Hot Topic: Fishmeal: A balanced market, thin inventories and good fish growing weather
Two consecutive La Niñas and slack Chinese aquaculture have dampened but not crashed prices. How a constellation of supply, demand and inventory trends are forming the floors and roof of a historically high price range.
Thursday, December 8, 2011
An eFeedLink Hot Topic: Plunging US feed demand, surging Black sea exports - and tight corn supplies
Despite an improving supply outlook, corn's price is kept down by finance more than by fundamentals. How China's hunger and Argentina's harvest could spark another rally.
Thursday, December 1, 2011
An eFeedLink Hot Topic: Did China's pork price inflation break -or did somebody break the market itself?
With poultry and layer prices carried in its wake, pork shot up to record levels only to see it level off in the third quarter. Rather than solving underlying market imbalances, a succession of government pork reserve sell-offs are making the situation worse.
Thursday, November 24, 2011
An eFeedLink Hot Topic: Corn takes a beating but stays expensive amid tight supplies and strong export demand
Amid an EU-induced price crash, the world fails to rebuild inventories and China finally admits it needs mass imports.
Thursday, November 17, 2011
An eFeedLink Hot Topic: China's GM corn on the cards
Facing corn production limitations and a hungry market with growing appetite, China does not have many options - controversial genetically-modified (GM) corn could be the easiest way.
Thursday, November 10, 2011
An eFeedLink Hot Topic: Another banner year for Brazilian poultry
Strong demand in the Middle East, Asia and Brazil itself have given the country's chicken producers years of strong, steady growth.
Thursday, November 3, 2011
Global Grain & Oilseed Market: Shrewd Chinese traders and USDA inventory roller coasters
Corn is in much shorter supply than recent price movements would lead you to believe. Why strategic Chinese corn trading tactics, dodgy 'official' statistics and unstable South American weather make for an explosive combination.
Thursday, October 27, 2011
An eFeedLink Hot Topic: Disease outbreaks drive unprecedented growth in Thailand's animal health sector
Thailand's animal health sector expects total sales of THB23.6 billion (US$766 million) this year, an unprecedented 30% growth from last year's THB18.6 billion (US$604 million).
Thursday, October 20, 2011
*Click and read. No sign in required*-An eFeedLink Hot Topic: Is Brazilian beef's long slump over?
Recessions, trade barriers, political coups and an expensive currency have kept Brazil's beef output and exports flat for nearly five years. While a recovery is finally in sight, the industry is becoming more domestically oriented.
Thursday, October 13, 2011
*Click and read. No sign in required*-An eFeedLink Hot Topic: China's declining self-mixed feed sector
Over the past few years, the production volume and use of China's self-mixed feed have been falling while those of complete feed are increasing.
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