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.
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.
Several Surprises Within the Starches via Oct 2010 WASDE:
October 13, 2010
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.
October 1, 2010
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.
Louis Dreyfus And Olam In Possible Merger Talks
September 26, 2010
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.
Time For Consolidation In Animal Feed Market- Is Nutreco On The Move?
August 19, 2010
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?
Fertilizer Takeovers Heating Up After Scorching Russian Summer: PotashCorp
August 17, 2010
Potash rejects $39bn approach by BHP | www.ft.com
BHP Billiton has just made an all cash offer for PotashCorp, which has been rejected by the Board. This follows Agrium's takeover over the weekend for AWB. Earlier this year another mining giant expanded into phosphate mining and the fertilizer industry through the acquisition of Bunge and Cargill's assets in Brazil.
Is Agrium Taking On Next Acquisition Fight Down Under
August 16, 2010
Agrium Enters Aussie Fertilizer War - TheStreet | www.thestreet.com
Agrium lost on its efforts to acquire CF Industries which had rejected the bid as it attempted and finally acquired Terra Industries. Agrium has now made a bid down under for AWB, which had just accepted a merger offer from Australian GrainCorp. The proposal is complicated, but as was seen last year with Viterra's purchase of ABB, acquisitions by Canadian agriculture companies of Australian grain companies are never simple deals.
Aquaculture taking the correct steps to repair image
August 12, 2010
Aquaculturists (fish farmers) are becoming more savvy and aware of the role that image and public relations plays in their success or failure. Product and facility certification by an independent party is becoming the norm, and will be with us in the future.
Makhteshim Agan Group Makes Big Move Acquiring Albaugh Inc.
June 27, 2010
PRESS RELEASE: Makhteshim Agan Group and Albaugh Inc. Sign Letter of Intent | online.wsj.com
Makhhteshim Agan Group of Israel the largest producer of off patent farm protection chemicals in the world is acquiring a major competitor in the Americas, Albaugh, Inc. for around $1.3 billion. This could impact the generic players out of China as well as the major global branded players: Monsanto, BASF, DuPont, Syngenta AG and Bayer Crop Sciences.
Shale gas abundance provides new options for energy companies
February 13, 2012
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