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Agricultural Market Outlook: Grain, Cotton, and Fertilizer S&D 2011/12

June 28, 2011

A stressed spring will keep the hammer down through spring 2012, but there are signs of a top as it approaches. 2011 acreage disappoints.

Commodity Markets

January 22, 2010

Analysis of:Gloomy USDA report quashes price rally | sl.farmonline.com.au

Bear Markets to come, over reaction of the day - today. Better to anticipate than react.

Terra In Play, not the End Game

November 20, 2009

Analysis of:End Game at Terra | dealbook.blogs.nytimes.com

Far from "the End Game" as reported by NYTimes author, the CF vote is more likely the beginning of an auction for Terra.

Feed Grains, Seed, Fertilizer, and Chemicals Outlook 2010

November 18, 2009

Analysis of:USDA World Agricultural Supply Demand Estimates | www.usda.gov

US planted surface area for corn will likely rise over 90 million acres increasing demand and prices for crop inputs in 2010.

Market Favors CF in Nitrogen War

November 18, 2009

Analysis of:Nitrogen Wars: Bidding for & by Agrium, CF, and Terra | online.wsj.com

The market has a low return for CF buying Terra and it is much lower than an Agrium tender. Thus the market thinks CF will win in this war. Cash is King. ...but it could take another year to get enough Board members to vote a solution.

DME Prospects Expansion Prospects

January 22, 2009

Analysis of:Commission Takes Testimony on DM&E Project | www.ktiv.com

The future is bright for rail SD rail development

FCStone International Expansion

January 22, 2009

Analysis of:FCStone buys Australian company | www.bizjournals.com

Elders may have little affect, but FCStones' future is covered with clouds despite good experience in International expansion.

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