Showing posts with label corn. Show all posts
Showing posts with label corn. Show all posts
Sunday, May 10, 2015

The biggest risk to US growth: further dollar rally

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The biggest risk to US economic growth remains the possibility of an extended US dollar rally. The Fed rate hike expectations have been pu...
Wednesday, March 5, 2014

Can the rally in global commodities be sustained?

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We are seeing broad improvements across global commodity markets. To be sure, commodity valuations are still at depressed levels relative ...
Wednesday, January 8, 2014

Global wheat markets seem to be well supplied

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US wheat futures fell to new lows today not seen since 2012. Some had hoped  wheat prices would stabilize as Egypt, the world's larges...
Monday, August 26, 2013

Soy, corn futures spike on scorching Midwest weather

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Here we go again. While the early part of the US Midwest summer has been fairly benign for crops, farmers' luck has run out in late Au...
Sunday, March 31, 2013

Hedge funds hurt by drop in corn, wheat prices, but the decline may be short-lived

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Agricultural commodities got slammed last week as a result of two news items. 1. Corn planting acreage is expected to hit the highest le...
Wednesday, December 12, 2012

Could the rise in CO2 levels play havoc with global food supplies?

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Goldman recently published a report discussing global carbon emissions ( see discussion  on cap & trade issues). Apparently the amount...
Sunday, November 18, 2012

Ethanol industry struggling; saved by the Obama administration

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Ethanol producers got a reprieve from the Obama administration, as the requests to halt ethanol blending were denied. Businessweek : - E...
Saturday, October 27, 2012

What happens to non-ethanol corn

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What happens with all the corn that is not used for ethanol or animal feed? Many think it's used to make cereal and corn chips. But th...
Sunday, October 21, 2012

Uncertainties about South American harvests are keeping global grain prices elevated

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In spite of promises of record wheat and corn harvests in South America ( discussed here ), grain prices continue to stay elevated. Ma...
Thursday, August 30, 2012

It's not just about corn: world food prices jump 10 percent

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In July after the post on the drought conditions causing food inflation globally ( see this discussion ), we've gotten a number of com...
Sunday, August 26, 2012

The soy price shock in the US will reverberate across China

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The Chicago Board of Trade soy futures hit a new record Sunday evening as attention now shifts from corn to soy. Traders are coming to th...
Tuesday, August 21, 2012

Europe not insulated from agricultural commodities shock

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Some readers have commented that Europe is unlikely to be impacted as dramatically by the North American drought conditions and rising agr...
Monday, August 6, 2012

Drought showing up in steepening of hogs and cattle forward curves

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Some readers may have a bit of trouble with this post, but these are the realities of the marketplace. The current  spike in corn prices ...
Monday, July 30, 2012

Crop damage sending agricultural commodity prices to new highs

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Crop conditions across the US are still deteriorating , with less than a quarter of the corn crop now in "good or excellent" con...
Saturday, July 21, 2012

Relentless rise in food prices already showing up in inflation indicators

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Agricultural commodity futures prices continue to march higher in  response to one of the worst North American droughts in decades . It ha...
Tuesday, July 17, 2012

Crop situation getting worse

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Crop conditions in the US, particularly corn, continue to worsen . The latest data from the USDA  puts the percentage of corn crops in ...
Sunday, July 15, 2012

Commodity markets discounting hopes for genetically engineered crops

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Corn futures hit another record on Friday as the drought situation across the US becomes more dire. Reuters : - Chicago corn rose for a ...
Wednesday, July 11, 2012

Farmers "thinking of chopping their corn up and feeding it to cows"

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The drought conditions in the US are continuing to create havoc for crops. Corn in particular has been hit hard. Reuters : - "...
Friday, July 6, 2012

56 percent of the United States in drought conditions

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Drought conditions in the US continue to persist. Here is the latest drought forecast map from the NOAA : CBS News : - The United S...
Wednesday, July 4, 2012

Corn prices break above the 2008 highs

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The drought across the US  continues to cause havoc, driving agricultural commodities prices higher. Corn futures hit a record today, exce...