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08 Jan 2018 -
CFO Exclusive
Chinese fishmeal importers doubt the fishing in Jan and Feb can hardly meet ….
02 Jan 2018 -
Hammersmith
Yawn, yawn, yawn – well it was that kind of a week. Everyone off on holidays – trading volumes on the CBOT very low – prices for everything almost unchanged on the week.
The weather in the US has been colder than usual with lots of snow for people who didn’t want it and in some southern regions: lots of rain. But, here we are in winter and the crops are all in the ground and the weather for now is much less of a concern than in the spring. At least with the rain and the snow we should see good ground moisture levels into the spring. So those folks stuck in a snow drift in Erie Pennsylvania need to think about how happy the farmers are for the snow..........please click PDF to see more details
02 Jan 2018 -
CFO Exclusive
The hampered anchovy fishing can hardly cover up demand, but CFO recommends other alternations …
27 Dec 2017 -
CFO Exclusive
The entire fishmeal stockpiles at China ports keeps moving down but the first time ….
18 Dec 2017 -
Hammersmith
This week was a big week for South American concerns for soybeans – at least in Argentina. According to reports at the end of the week, this week will be very critical for Argentina soybeans and corn with rain needed in much of the country. The soybean and corn plantings are about half completed but the very dry soil conditions are said to be having a bad effect on the fields planted to date with even more concern over the fields not planted......please click PDF to see more details
18 Dec 2017 -
CFO Exclusive
The premise for re-fishing in Peru depends on how IMARPE evidences the favorably fishing conditions…
12 Dec 2017 -
CFO Exclusive
RMB cash trend has been moving up by 25% due to uncertain fishing and it would be keeping….
11 Dec 2017 -
Hammersmith
Another quiet week in the grain and oilseed business – expect perhaps for wheat prices which seemed willing to dip lower and lower.
Corn prices moved around in a range of only USD 2 m/t or so while soybeans and soymeal did about the same........please click PDF to see more details
05 Dec 2017 -
CFO Exclusive
RMB cash price has reportedly increased by 19% at Shanghai port since end of Oct, and that range would be…
04 Dec 2017 -
Hammersmith
Well, the USA harvest seems to be all done and all the grain is in the bin. Now all we need to know is how much did we actually end up with. Was the USDA correct in its projections – do we just have a surplus or now a huge surplus? All questions for the market to argue over and for prices to react to. In most years we will have seen the low prices of the year and from here on in prices just move higher month by month to cover storage and finance costs. But then, there are always enough market factors that can be thrown in to keep things exciting until the next planting season in the US...........please click PDF to see more details