Archive for the 'Biofuels' category

WTI World Sugar update

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Per monday’s note, spot sugar futures coming down:

 

 

 

 

 

South American soybean rust transport

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Despite a healthy seasonal pattern, South American soybeans are becoming susceptible to rust outbreaks this season.  The cool and wet El Nino-induced precipitation pattern set the stage for precursor conditions that are conducive for fungal development.  Following the development, we are now concerned with transport mechanisms.  The Weather [...]

Raw sugar: a pause before new highs, or a market running out of steam

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Will this be the week where world sugar breaks, or will the impressive rally in raw sugar continue? While most in the ags space spend nearly all of their time and energy in analyzing the grains sector, the big story, and one that will continue to unfold [...]

India Monsoon Early Outlook

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Many readers are well aware of the pain felt among Indian sugarcane producers last year as the poor start (and middle) of last season’s monsoon translated to a poor crop, forcing domestic imports for the first time in three years. As a result, raw sugar prices on [...]

Weather Trends 2009 US corn yield forecast verification

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
On Tuesday, the USDA issued their 2009 crop production summary report for the primary commercial US crops.  As readers of Weather Trends crop reports are aware, we discuss our US agricultural outlook in our weekly reports in terms of the 18 major producing states for both corn and [...]

Grains/Oilseeds update – 14 Dec

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
This was issued on Monday morning, 14 Dec:
The USDA’s corn estimate for carryover stocks is still in the 1.5 bln bu range per the December S&D report (up from the previous month), but momentum still supported the upward trend through the end of trading last week. Many [...]