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 Behind the scenes, an outdated contract farming model is begging to be replaced by vertical integration.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.

Saturday, January 26, 2013

An eFeedLink Hot Topic: Corn vs. cows: The link between profitable feed crops and constrained cattle numbers

How high feed crop returns are making it harder for America's beef cattle inventories to recover.

Saturday, January 19, 2013

An eFeedLink Hot Topic: Exports of pricey steak, imports of poor man's meat and the need to reinvent US beef

Last year's drought exposed how exporting high-end steaks while eating low-end ground beef at home compromises America's beef trade position. The industry needs to transcend old paradigms and use new scientific research to re-market itself to American consumers.

Saturday, January 12, 2013

Global Grains and Oilseed Markets: Corn supplies and America's snow storms

Corn should recover in price this quarter. Keep an eye on America's winter weather to see if it will have legs or sag in the latter half of this year.

Saturday, January 5, 2013

Global Grains and Oilseed Markets: Feed crop supply, demand and the role of money

How financial investors have changed the way feed crop markets behave.

Saturday, December 29, 2012

An eFeedLink Hot Topic: Indonesia's booming - but overprotected - feed sector

Powered by fast rising consumption of milk and broiler meat, Indonesia will overtake Thailand in feed production. Unfortunately, government efforts to protect corn farmers could put the livestock industry at risk.

Saturday, December 22, 2012

An eFeedLink Hot Topic: Return of the regional exporters - Poultry goes back to the future

Led by a resurgent Thailand, regional exporters market are eroding America and Brazil's market dominance.

Saturday, December 15, 2012

Global Grain and Oilseed Markets: USDA statistical magic with corn, continued

For as long as the market follows overly optimistic corn statistics, you have a buying opportunity.

Saturday, December 8, 2012

Global Grain and Oilseed Markets: Too much rain Argentina, too little rain in Brazil, too many delays

Why corn prices are now poised to stay strong for a longer time than was initially anticipated.

Saturday, December 1, 2012

Global Grain and Oilseed Markets: A better yesterday: How China maintained feed grain self-sufficiency

Once expected to become a mass corn importer by the late 1990s, China successfully employed everything from feed wheat to excessive soy import volumes to avoid import dependence. All these options now appear exhausted.

Saturday, November 24, 2012

Global Grain and Oilseed Markets: Feed crop prices and the commodity supercycle

Despite prognostications to the contrary, there is no evidence that the long run feed crop bull market has run its course.

Saturday, November 17, 2012

An eFeedlink Hot Topic: Fishmeal gets scarce, but so does soy

Anchovy catches might turn upward and Chinese demand may falter but the scope for plant protein substitution is dwindling.

Saturday, November 10, 2012

An eFeedLink Hot Topic: India's broiler sector: Dynamic, brimming with potential, but vulnerable

Rapid growth is a given. The question is how quickly the industry will develop and rise to international standards.

Saturday, November 3, 2012

An eFeedLink Hot Topic: Tragedy and hope for Argentina's beef cattle

Argentina's beef cattle inventory and exports are a fraction of their former glory, but recovery is possible.

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.