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.
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?
JBS Transportation EOBR Order Is An Indicator Of Several Issues
November 9, 2010
FMCSA Orders JBS Carriers to Install Electronic On-Board Recorders on its Entire Fleet of Commercial Trucks for Violating Hours-of-Service and Other Federal Safety Regulations | www.fmcsa.dot.gov
The U.S. Department of Transportation's Federal Motor Carrier Safety Administration (FMCSA) ruling that JBS Transportation of Greeley, Colorado must install Electronic On-Board Recorders (EOBR’s) is one of the first with a larger carrier. It offers insight into some of the issues that need to be addressed in the supply chain.
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?
Mexico Cross-Border Trucking - A Mexican Border Perspective
November 7, 2010
Mexican Officials Want U.S. Action on the Cross-border Trucking Dispute | www.truckinginfo.com
The Journal of Commerce recently quoted Luis Paz Vega who is in leadership of the North American Free Trade Agreement (NAFTA) office at the DC Mexican embassy - that redoing the Mexican Truck in the US “demonstration program” won’t work. They instead want us to adhere to NAFTA and open the border up. Here’s some thoughts...
BHP Bid For PotashCorp Stopped As No Net Benefit To Canada
November 3, 2010
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.
October 27, 2010
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.
Technical Thoughts About SCR v. EGR - From A “Field Engineering” Perspective
October 24, 2010
Selective Catalyst Reduction (SCR) and Exhaust Gas Recirculation (EGR) issues are both hot these days where buyers are now voting with their purchase decisions. Truckers have to become more technically proficient - and fleet / field engineers are dealing daily with this new stuff. OEM’s have their sales pitches, but users are discussing it their own way. Investors and financiers benefit from the current dialogue, as we all are betting on the future.
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.
Navistar September 2010 Class 8 Market-Share Drops - Big-Time
October 18, 2010
Class 8 Truck Sales Up For Month, YTD; Class 6 Sees Continued Surge | www.truckinginfo.com
Navistar Corporation’s US Class 8 deliveries are showing about a 10-point share drop per Wards Communication numbers - both YOY and mid-YTD. This is with US Class 8 truck sales hanging in there month-to-month and sales notably better than 2009.
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
It's too early in the game to write off Shtokman
December 8, 2011