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3/10/2010
Analysis of the USDA March NASS and WASDE Crop Report.
The USDA March crop report held no fanfare for the bulls as world stocks continue to rise. Any bullishness going forward must hinge upon a 2010 Northern Hemipshere weather problem.
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3/9/2010
The US March Hog Report - Bullish or Bearish as US Producers Cut Their Sow Slaughter Rate
The March US Hog report is expected to reflect the potential for rising US pork production in the last half of the year. Are $80-plus June hogs justified for summer US cash prices?
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3/8/2010
2010 Chinese Wheat Supply and Demand
2009/10 Chinese wheat stocks are already semi-burdensome. With solid production in 2010, the need for feedgrain of any kind will be significantly reduced.
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3/5/2010
Dryness Imapcting SE Asia needs to be Monitored for Rice and Palmoil Production
The 1st weather scare of 2010 could well be starting in SE Asia as heat and dryness develops, and is projected to continue with El Nino. A fall in either rice or palmoil production could spark rallies in both key food markets.
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3/4/2010
US Methyl Ester Production and the Panamax Biffex Chart
US Bio Diesel production from soyoil plummeted amid a lack of gov't subsidy. The US is awash in vegoils without enlarged bio diesel demand. And what is the world freight market telling us about the world economic outlook?
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