GLG News by Agricultural Economists

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

China's Incentive

November 17, 2010

Plenty of talk about China controlling food prices, speculation in its futures industry and Argentine corn imports. Timing is everything and do not forget about the DDGS imports.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

USDA Days of Supply and Ends Stocks:

November 11, 2010

The botton-line is there is not a lot of wiggle room for corn and soybean supplies.We have been in the same spot on soybean stocks and export demand keeps growing.Is this not futures and basis friendly for the strong hands?

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

USDA Yield Change

November 8, 2010

What has the most recent ten year USDA October to November WASDE yield per acre history shown for corn, soybeans and wheat?This year's harvest pace has been excellent, is there a similar year?How will this impact producer and end user prices?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

BHP Bid For PotashCorp Stopped As No Net Benefit To Canada

November 3, 2010

Analysis of:Ottawa will not approve PotashCorp takeover - CTV News | www.ctv.ca

In one of the most watched and the largest takeover bids in Canada history and the fertilizer world, the Industry Minister Tony Clement has announced that there he sees no net benefit to Canada by the proposed bid. BHP has 30 days to resubmit it's proposal either changing it or shedding additional light on why it benefits Canada. This opens up the door for others who have been working on white knight are alternative bids. 

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Wheat Conditions

October 27, 2010

Analysis of:Most Grains Futures Rise; Livestock Trade Mixed | abcnews.go.com

USDA released its initial winter wheat conditions 10/25/2010 and MGEX has provided harvest conditions and yield history for you. Watch the futures and spreads.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Look to the Southern Hemisphere

October 20, 2010

Even though the futures trade may look at Brazil to corn and soybean plantings, look at Australia and Argentina as they are ib a key wheat production phase.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Several Surprises Within the Starches via Oct 2010 WASDE:

October 13, 2010

Analysis of:Record grain stocks, scarcity coexist on rigid distribution norms | economictimes.indiatimes.com

Corn's days cushion is at record level lows. Wheat has a decline of 50 days. Rice production is down.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

A Major Surprise

October 1, 2010

Analysis of:Wheat prices expected to remain stable in 3 months | thecitizen.co.tz

The days cushion is small with corn, getting smaller with wheat but growing within the rice. The impact on producer, middle men and end users may likely have strong implications.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Louis Dreyfus And Olam In Possible Merger Talks

September 26, 2010

Analysis of:Agrimoney.com | Grain merchants - Louis Dreyfus in talks over merger with Olam | www.agrimoney.com

This morning Olam confirmed that they are in talks with Louis Dreyfus on a potential merger. Neither of the two companies are familiar names outside of a very specialized industry. The merger would be a good fit, though the cultures might be very different.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Time For Consolidation In Animal Feed Market- Is Nutreco On The Move?

August 19, 2010

Analysis of:UPDATE 2-Nutreco eyes buys after leap in H1 profits | Reuters | www.reuters.com

Nutreco has reported a good first half and has made an acquisition of an aquaculture feed company in Viet Nam. They have the cash and technology to keep growing in markets that are expanding. Have they picked the right targets?

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