GLG News by Mr. Joe Victor, Vice President
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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October 16, 2009
GRAINS-Wheat, corn, soy firm as dollar falters | www.forexyard.com
Allendale's research suggest there is not a correlation of the US dollar on US grains or meat exports.
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October 13, 2009
India grain stocks suffice if monsoon bad - Virmani | in.reuters.com
More than adequate supplies of USA wheat are likely to create golden opportunities for the USA end user market.Key world players stocks to use levels limit price incentives for expanded acres for the 2010 summer harvest.
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Corn Planting Technique Potentially Explosive
September 22, 2009
Twin- Row Corn Idea Picks Up Steam | indianaprairiefarmer.com
New corn planting technique most likely to benefit future seed and equipment sales. Corn seed demand via twin row planting may experience 12% increase and beyond
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August 24, 2009
China to set up soybean plant with 1.2 mln tonnes capacity | news.xinhuanet.com
China's National Cereals, Oils & Foodstuffs Corporation (COFCO) has plans to build its second largest soybean oil crushing facility, other China companies to follow. China and India's vegoil consumption trends continue to expand and likely to place greater demand on world oilseed supply.
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Corn Maturity & Influence on Yield
August 6, 2009
Area farmers remain cautiously optimistic | www.northiowanews.com
Corn maturity is lagging and unless we have a later than usual fall, corn yield is likely to suffer. The Climate Prediction Center's 90 day temperature outlook forecast below average temperatures for key corn states of Iowa, Illinois and Minnesota.
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June 23, 2009
Fertilizer Divide: Too Much, Not Enough | dotearth.blogs.nytimes.com
A recent China study on application rate of nitrogen for corn production could have a large impact on volume used. Recent historical research of nutrient use within the USA may suggest there is more to corn yield performance than fertilizer use.
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June 16, 2009
CBOT Soy Outlook: Seen Higher On Supportive Outside Mkts | www.fxstreet.com
Late plantings of corn, suggest reduced acreage for 2009, further reducing potential end stocks. Anticipate supportive prices for corn producers with end users, processors, grain elevators and exporter margins to tighten.
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Oilseed Crusher Margins at Risk
June 12, 2009
Canada frosts the most widespread in recent memory | www.reuters.com
Already smaller than last years oilseed crop, the 2009 canola crop in the major producing region hit with frost/freeze likely to place strain on major Canadian oilseed players.
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Corn Stocks Constricting and Now El Nino Expanding
June 8, 2009
EL NIÑO/SOUTHERN OSCILLATION (ENSO), DIAGNOSTIC DISCUSSION | www.cpc.noaa.gov
Historically the perception of an El Nino has been associated with Midwest drought. Given the transition towards an El Nino summer event, US grain supply and demand is likely to be scrutinized over the next several months.
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May 19, 2009
Corn planting still lags behind average | www.upi.com
Just how small could the US supply of corn become and place end users as well as the supply chain in 2009-2010 in a precarious position? There may not be much help from alternative world suppliers.
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March 20, 2009
N.D. flooding may leave over 1M acres unseeded | www.manitobacooperator.ca
If weather does not cooperate very soon for North Dakota and surrounding states, there may serious implications for producers but end users of wheat as well.
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March 4, 2009
Sellers and makers dispute food prices | www.upi.com
Having insight as to how the balance of corn, soybean and wheat acreage intentions materialize in 2009 is likely to help designate the success or failure of the agriculture network, home and abroad.
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February 25, 2009
China to Create Central Food Safety Commission | health.usnews.com
China's creation of a Food Safety Commission is not likely to slow the countries need for grains to produce meat and milk protein.
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February 18, 2009
UPDATE 1-ADM to lease Brazil co-op, wants to buy -report | www.reuters.com
South America as a new frontier to feed the world, also offers the crops necessary to provide alternative energy. It appears as though ADM is creating a stronger presence by creating opportunity and likely to remain a key global player. Are they alone?
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February 3, 2009
Russia New State grain company | www.farminguk.com
Russia's plan for a new state grain company may emulate the power it presently enjoys via Gazprom. Free enterprize may be at risk for grain producers, elevators and end users.
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January 29, 2009
China-Grain production | www.farminguk.com
China may have yet another year on year increase in grain production but do they have sufficient stocks in case of a disaster? Without a spring planting disaster could we see an acreage shift from starches to oilseeds?
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January 16, 2009
Corn falls 1 pct on weak oil, China export talk | www.forbes.com
Is the grain industry relaxing its bid for increased corn acres in 2009 and why? Service sectors such as seed, fertilizer, transportation and grain processing may all be impacted.
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What Agriculture Industry May be at Greatest Risk in 2009?
January 5, 2009
Corn Acres Influence | www.joplinglobe.com
Corn acreage in 2009 could impact many industries such as seed, fertilizer and end users.
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November 19, 2008
U.S. raises ethanol fuel standard for 2009 | www.upi.com
Facts provide insight into how much corn must be produced in the long run. Knowing the facts provides a better understanding of how many acres, fertilizer demand and seed technology is required.
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September 19, 2008
World agriculture supply and demand estimates | www.ntxe-news.com
Despite increasing world grain and oilseed production, demand continues to strain inventory for corn and world vegoils.
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