Category: Agricultural Commodities
The analysis published under this category are as follows.
Tuesday, October 18, 2011
Compelling Case for Urgent Action in the Global Food System / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
UK Government Office of Science report on global food situation, The Future of Food and Farming (2011):Challenges and choices for global sustainability is likely to become the benchmark for such research, and will be quoted extensively in the years ahead. Sir John Beddington, Chief Scientific Advisor to HM Government, summarizes the situation well in the preface to this 200+ page report,
Sunday, October 02, 2011
Agri-Equities Potential for Significant Profit Expansion / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
A center of global commerce? Connecting to the global Agri-Food system? Helping to feed Japan, Korea, and China? Why yes, Moses Lake, Washington comes immediately to mind. In the Hay Report from World news services via wenatcheeworld.com we discover, "Moses Lake (Sept 16) -- Tonnage this week: 18,180; last week: 19,555; last year: 14,970." That year-to-year increase for bales of hay sold is 20+%, and might have been higher had supply not been constrained in the U.S.
Tuesday, September 06, 2011
Investing in Farmland for Healthy Profits / Commodities / Agricultural Commodities
By: Money_Morning
Larry D. Spears writes:
If Mark Twain was talking about investing in farmland when he suggested "buy land - they're not making anymore," then he knew more about finance than he's credited with.
The Federal Reserve Bank of Chicago just reported that prime farmland prices in the heart of the U.S. grain belt (Indiana, Illinois, Iowa, Michigan and Wisconsin) - were up 17% in the second quarter compared to 2010, the biggest year-over-year increase since 1977.
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Wednesday, August 31, 2011
Agri-Food Prices Make New Highs / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Unburdened by the failure of Keynesian socialism, China continues to grow. India, despite repeated self inflicted political wounds, is also likely to experience an expanding economy. With the EU suffering from another financial crisis, it is unlikely to have a positive economic experience in the next few years. In the U.S. job killing policies and regulations of Obama regime stand in the way of expanding employment.
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Thursday, August 25, 2011
Hedge Higher Food Prices by Investing in Corn / Commodities / Agricultural Commodities
By: Money_Morning
David Zeiler writes:
A smaller-than-expected U.S. fall harvest, combined with strong demand, has sown the seeds of higher corn market prices. That will inflate your grocery bill, but it's also an investing opportunity that should persist into next year according to some experts.
The United States Department of Agriculture (USDA) recently reduced its forecast for the fall corn crop to 12.9 billion bushels from 13.5 billion based on damage from spring flooding and summer drought in several key corn-producing states.
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Monday, August 15, 2011
Agri-Food's Impacted by U.S. Treasury Sucking $245 Billion Out of Financial Markets / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Since last Tuesday, when the U.S. Congress delivered a sugar-coated pig in a blanket sandwich rather than a deficit reduction plan, the Obama regime has been on a wild spending spree. Thus far, the U.S. Treasury, in little more than a week, has sucked $245 billion out of financial markets through the sale of U.S. government debt. Little else need be known to explain the collapse of financial markets.
Sunday, August 07, 2011
Agri-Foods Price Correction Breeds Investor Opportunities / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Time is an important component of both healing and financial corrections. Some times, it just takes time. To date, the correction in Agri-Food prices, as shown by the index in the chart below, has been modest. The Agri-Food Price Index has declined less than 7% from the high to the recent low. That would be considered modest by most.
Wednesday, July 20, 2011
Agri-Foods Price Consolidation Fuel for the Next Rally / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Primary difference between a correction and a consolidation is the depth of the downward price movement. Consolidations are milder, though that might require a longer time period. In both though, an important regenerative process takes place. The fuel for the next rally is accumulated, and thinking is refreshed. In short, both should be welcomed, and their conclusion anticipated.
Tuesday, July 19, 2011
Investing in Agribusiness: Will This Major Food Company Be Bought Out? / Commodities / Agricultural Commodities
By: Eric_McWhinnie
Ralcorp Holdings Inc. (NYSE:RAH) produces a variety of store brand foods that are sold under the individual labels of various grocery, mass merchandise, and drug store retailers. Their products include everything from Post Raisin Brand to NutCracker Mixed Nuts. In May, we discussed how Ralcorp’s share price had been sizzling, but wondered if it could maintain its rally. Recently, Ralcorp has been back in the news, but are shares popping?
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Friday, July 15, 2011
Sugar Price Surge Nears Resistance / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
After peaking in early Feb the drop back in Sugar 11 found a low in May, from whence a recovery got underway. This has made a new high on the front month chart, but certain resistance levels are now not far off.
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Tuesday, July 05, 2011
Agri-Foods Coming Full Circle / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Circles are somewhat special. They have no starting point nor ending point. Where they end is where they start. Such the time-worn phrase of "coming full circle." This Summer in Agri-Foods where we started this time last year is where we begin again.
Monday, July 04, 2011
Corn Price Gets Creamed / Commodities / Agricultural Commodities
By: Douglas_French
Corn prices took a two-day shellacking last week, settling under $6 a bushel for the first time since last December. Traders were caught wrong-footed, expecting wet weather to have slowed corn planting.
Weather didn't get in the way of economics. The US Department of Agriculture said last week that surveys conducted during the first two weeks of last month found farmers had planted 92.3 million acres of corn, the second most since World War II after 93.5 million acres in 2007.
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Friday, June 24, 2011
Potash Producers Benefit from Fertilizer Demand / Commodities / Agricultural Commodities
By: The_Energy_Report
Domestic demand for fertilizer is good news for small, U.S. potash producers. In this exclusive interview with The Energy Report, Weiss Research Natural Resources Analyst Sean Brodrick explains the international market forces behind agriculture-related stocks and points to the companies that could benefit in the long term.
Companies Mentioned: Intrepid Potash, Inc. Passport Potash Inc.
The Energy Report: I understand you're not really bullish on energy these days. Can you give me a brief synopsis as to why? Read full article... Read full article...
Tuesday, June 21, 2011
Agriculture's Impending 'Storm' Will Send Corn Prices Soaring / Commodities / Agricultural Commodities
By: Money_Morning
Kerri Shannon writes: Don't let the recent slip fool you: Corn prices are ready to soar.
Worldwide demand for corn has surged, and shrinking stockpiles are unlikely to be replaced due to extreme weather conditions that have destroyed millions of acres of farmland.
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Monday, June 20, 2011
QE Illustrates Why Investors Should Have Exposure to Agri-Equities / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While thinking about corn and wheat and pork prices, we cannot help but note the importance of Wednesday, 22 June. On that day the Federal Open Market Committee of the U.S. Federal Reserve should read the eulogy for QE-2. As far as can be determined by impartial observers, that policy was a complete and utter failure. No positive economic benefits have been discernable. Rather, it created one great bear markets for the U.S. dollar that helped fuel one great run in commodity prices.