Archive for the 'food' category

World Sugar update – Feb 19

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Now that raw sugar futures have scaled back to the mid 20-cent range (a move that we have been anticipating), we have an even stronger conviction about a constructive pattern going forward.  There is still a downside target for May to drop to the upper 24 cent range; [...]

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 [...]

Severe Weather in Mongolia

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
Adverse weather continues to plague Mongolia, raising fears of a serious threat to the country’s food and resource supply over the coming months. As we have seen by the recent disaster triggered by the earthquake in Haiti, geophysical events have the ability to disrupt society on an [...]

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 [...]