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.

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.