Archive for the 'supply chain' category

Weather & Commerce

Looking forward to the Standard Chartered Bank Earth Resource Conference in Hong Kong this June.  Interesting speakers on all of the day’s panels.

 
 

Weather Trends Sugar Update

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
 
Following the run up to nearly 33 cents, world (#11) sugar futures have retreated and stayed in the 22-24 cent range for much of the week.  The market is expecting strong production numbers from Brazil and India, the two largest producers, and there seems to be optimism among [...]

Food Prices Hit New High

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
 
In a Bloomberg report this morning, the current food supply and price situation was aptly described as ‘Kitchen Table Economics.’  With uncertainty over the direction of food costs, underscored by a recent UN statement showing prices at new highs, where do we go from here?

In any given year, [...]

Food Price Index and the Southern Oscilation Index

Maintaining Profit Margins…

…Or compensating for exposures not hedged.  Either way, you will likely start to see more of this ( this photo taken from a Dunkin Donuts) in the weeks & months to come.

Refer to this post & check back for the bigger picture.

Global sugar deficit should not be news

 Author: Michael Ferrari, PhD
VP, Applied Technology & Research
The recent proliferation of articles discussing a deficit in the global sugar balance should not be news.  The market awareness of a potential supply shortage that has given another constructive surge to the raw sugar market is most recently being connected to Tropical Cyclone Yasi, which made landfall [...]