Category: Agricultural Commodities
The analysis published under this category are as follows.
Monday, August 16, 2010
Soaring Wheat Price Lifting the Whole Global Grains Market Higher / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Chart below of the Agri-Food Price Index makes a very clear statement on the state of Agri-Food prices. Index continues at a new cycle high. Versus the all time high of 2008, it is down only 3%. Those results compare more than favorably with the dismal results of the U.S. equity markets.
Sunday, August 15, 2010
Potash Sector Heating Up…Again / Companies / Agricultural Commodities
By: Richard_Mills
Potash producer Agrium (AGU-TSX) just announced earnings of US$506-million in Q2, or US$3.20 a share - a healthy 37% increase over Q2, 2009. AGU’s revenue rose 7% to US$4.37 billion as sales volumes soared 860% year over year (yoy). The company’s share price rose 3.6% after its second quarter earnings sailed past expectations.
Wednesday, August 04, 2010
Climate Change, Floods, Droughts, Food Prices and the Inflation Mega-trend / Commodities / Agricultural Commodities
By: Nadeem_Walayat
Food prices are soaring with wheat up more than 50% in a month whilst the mainstream press looks for answers in triggering events such as the Russian drought and wild fires, Pakistan flooding whilst it's President Zadari holidays in Britain with an eye on eventually treating himself to a British passport. However rising food prices as a consequence of climate change, population growth and the rise of asian per capita consumption are just part of the manifestation of the unfolding multi-decade long Inflation megatrend.
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Saturday, July 31, 2010
China Raises the Floor for Agri Food Investments / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Last we talked on Agri-Food part of our discussion was drought in Russia and wetness in Canada. Mother Nature just does not understand that just in time inventory management requires the weather to be properly scheduled. Or, perhaps humans should come to understand that just in time inventory is fine for electronic connectors, but does not work with wheat or corn or soybeans or any of the other Agri-Foods. While many things are made in factories, Agri-Foods are not. The lost portion of the Russian wheat harvest will not be replaced till 2011.
Friday, July 30, 2010
The Agricultural Sector is Heating Up, Big Gains in Grains / Commodities / Agricultural Commodities
By: Sean_Brodrick
The agricultural sector is heating up again. Sugar is leading the way, but grains are doing well, too, on expectations of bigger imports in China and bad harvests in some of the world’s grain baskets. You can play this move and make a bet on sugar, soybeans, corn, wheat and more. And you don’t have to trade futures to do it.
Thursday, July 15, 2010
Agri-Food's Impact From Russia's Worst Drought in a Decade / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Last we talked was how pigs were being made into bacon in the markets for oats. Many at that time perhaps did not realize that both a cash and futures market existed for their oats. In that discussion we noted that a goodly reason the back of the bear run in oats was broken was too much rain in Canada. Weather, it seems, has a way of ignoring the forecasts of analysts and traders. Those lost oats, and other grains, in Canada, will indeed be made up, NEXT YEAR. Agri-Foods are not produced in factories.
Tuesday, June 29, 2010
Crop Cycles and Agri-Food's Price Inelasticity / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Investment world has many saying that have come down from those that went before us. They learned those lessons the hard way, by paying for them. We have been told, for example, that bears get rich and bulls get rich, while pigs are made into bacon. Many simply ignore the wisdom of the ages. In doing so, they must learn from their own mistakes rather than learning from those mistakes paid for with someone else's money.
Sunday, June 27, 2010
UN Predicts Global Rise of Food Prices / Commodities / Agricultural Commodities
By: Pravda
In the next ten years, prices for agricultural products in the world will grow in real terms by 15-40%, say experts from the Organization for Economic Cooperation and Development and the Food and Agriculture Organization of the UN. The reason for it is the increasing demand for food in developing countries and production of biofuels.
Friday, June 25, 2010
Wheat Commodity Price Tries To Find Support Once More / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
Wheat is again trying to find support, with the 2009 low having held the latest slide. We are currently waiting to see if certain bull triggers can be activated.
Sunday, June 13, 2010
Gulf Oil Spill Could Spark Agri-Food's Wheat Commodity Ethanol Demand / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Many people would feel rich with a $1,000 in their wallet. But, it might really depend where one was. In New York City or London, a thousand dollars does not go very far. However, if one was in Uruguay, that grand might be meaningful wealth. True value of what one has in hand of anything, be it money or wheat, depends on how much of it one will consume each day.
Friday, May 28, 2010
Agri-Food Trends, Volcano Disappoints and Greece Fades / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While still having hopes for the Icelandic volcano, we must accept for now the disappointing reality that a great calamity will not be generated by this hot little mountain. Maybe next time it will better serve our inner desire for something meaningful. Greece is fading and the volcano disappoints. Oh well, maybe next month.
Wednesday, May 12, 2010
Can Corn Commodity Prices Make a Comeback? / Commodities / Agricultural Commodities
By: Money_Morning
Jason Simpkins writes: Corn prices have slumped some 24% since January and more than 50% since hitting a record high $7.65 a bushel in June 2008. Now they are being further threatened by potentially the largest corn harvest in history.
Still, there's reason to believe that corn prices will rebound.
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Tuesday, May 11, 2010
Agri-Food Food Trends, Volcano Atmospheric Ash and China 21st Century Demand Miracle / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Our gloom was lifted this past weekend with news that the Icelandic volcano was still pumping away. Got to admire the way it keeps trying, just like the little engine. Ash is now in the skies from near Greenland to Spain, across North Africa, and as far east as Turkey.
Per Associated Press as reported by ksdk.com, 9 May,“The bulk of the cloud, measuring 2,100 miles long and 1,400 miles wide (3,400 kilometers by 2,200 kilometers), stretched over the North Atlantic, according to the Irish Aviation Authority.”
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Friday, April 30, 2010
Grains Commodity Trading, Wheat to Springeth Green? / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
The recent downward phase in Wheat (CBOT) began after the Nov-09 high, but evidence has been emerging of a loss of bear interest and we are now on the lookout for a recovery attempt.
Tuesday, April 27, 2010
Iceland Volcano Ash Could Hit Global Grain Production / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What a disappointment! We had high hopes for the Icelandic volcano. Not since preparations for the Millennium Bug has our mood been so upbeat. A real shot at a good calamity seemed to be possible. Then, it dwindled to nothing more than hot flatulence rather than the real thing. But, the Icelandic volcano is still there, trying to make things right. Well, it is only day 13 of the volcano, and you know what they said about the little train.
Friday, April 16, 2010
Investing in Agricultural Commodities Inflation Mega-Trend / Commodities / Agricultural Commodities
By: Nadeem_Walayat
The following is an excerpt form the Inflation Mega-Trend Ebook Page 48-49 (FREE Download) on investing in the agricultural commodities inflationary mega-trend.
Stocks and Commodities have boomed following the March 2009 lows, but grains have NOT ! They are STILL trading near the lows and therefore the grains are presenting one of those once in a life time mega-trend buying opportunities right now ! Read on....
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Monday, April 12, 2010
Where Will the Food Come From to Satisfy China's Growing Consumption? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While out this week shopping at your favorite food store, do something for one of your grandchildren. Use that fancy cell phone to take a few pictures of those food stores. Be sure to get several of the store front with people entering. With those pictures you may be able to convince your disbelieving descendants that a time did exist when grocery stores did not have armed guards.
Monday, March 29, 2010
Agri-Food Stocks Sector Positive Trends Supported by 2.4 Billion China India Consumers / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
“Fla. jobless rate reaches record 12.2 pct in Feb” is the headline from an Associated Press report of 26 March. In short, one out of eight workers is unemployed. Per the author of this article, M. Merzer, in excess of 1.1 million Floridians are out of work. Rather than creating jobs, the Obama Regime and a dysfunctional Congress have focused on nationalizing the U.S. health care system. The articles on the health care nationalization have tended to miss the obvious. Given the higher expenses and write offs being announced by major U.S. businesses, the first to feel the impact of Obamacare will be those being laid off because of it.
Tuesday, March 16, 2010
Agri-Food's Stock Rotation Expectations for 2010 / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
THE benchmarks chosen by a nation say a lot about the future that nation will have. In the U.S. we seem to have chosen as one benchmark how often the central bank can create an over inflated stock market. Or, success is the percentage of the nation's mortgages financed by the government. Those benchmarks are reflected in the dismal leadership at the Federal Reserve.
Monday, March 01, 2010
Agri-Food Stocks Greatly Outperforming the Stock Market Indices / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
We continue to periodically hear, or read, the word commodities flow from the mouths, or the keyboards, of those not very well informed. By now, China was to be in the midst of a massive recession and commodity prices were to be selling for a pittance. Rather, what we learned is that the gurus of the Street really know little or nothing of China or commodities. We wonder how iron ore prices at 18 month highs fit into those forecasts.