CORN traders are focusing in on the extended U.S. weather forecast. With the USDA estimating +3.3 billion in ending stocks and suspect demand, bears say it will take a significant and wide-spread weather worry to dramatically rally price. Bulls believe the USDA is going to reduce planted acres so the balance sheet is going to …
Coronavirus has no doubt changed the world, leaving business owners and investors alike the daunting task of figuring out which changes will stick and how they might shape consumer trends. New research from Euromonitor shows that the food and beverage industry might be the only industry to witness any growth at all in 2020. However, …
More Quality, Less Quantity – Post-Lockdown Consumer Food Trends Shifting Read More »
Argentina’s recent announcement that it will “rescue” major oilseed crusher Vicentin is raising concerns about nationalizing the country’s farming industry as the government faces a political storm set off by the move. The Argentine government says the state takeover is meant to save jobs while critics say it poses a threat to free markets and …
Argentine Takeover of Soy Giant Vicentin Raises Lots of Questions Read More »
We all know that the U.S. Midwest is the heart of farm country. In fact, in America’s midsection, nearly one-third of the population are farmers. Compare that to the coasts where only about one or two out of every 100 people work as farmers. Keep in mind, a farm is defined by the U.S. government …
Genetically modified mosquitoes are in the news again with new EPA permits making it possible the critters could be released in Florida and Texas this summer. Oxitec, the company behind the GM mosquitoes, was granted an experimental use permit to release millions of them into the Florida Keys and around Houston over the next two …
Genetically Modified Pest Control Closer Than We Think Read More »
CORN bears are thinking the USDA could bump ending stocks higher in tomorrow’s June report on another sizable reduction to ethanol demand. I’ve heard talk that the USDA will probably need to further reduce corn used for ethanol by -100 to -200 million bushels in the weeks ahead. Bulls are hoping that total U.S. production …
New Uncertainties in South America as Trade Awaits USDA Numbers Read More »
Recently, the National Council of Real Estate Investment Fiduciaries (NCREIF) released its first-quarter 2020 results of the NCREIF Farmland Index, a widely relied-upon tool that includes data gathered from investment-grade U.S. farm properties. NCREIF uses the data to provide tools to institutional investors, giving them the ability to identify investment risks in the space, and …
Mink farmers in the Netherlands have been dealing with outbreaks of coronavirus but it’s not the workers that are sick, it’s the animals. Cases have been confirmed on at least nine mink farms since April and there are two instances where the mink may have passed the virus to humans. Of course the science is …
More Mink Farms Getting Hit with Corona… Why it Might Matter! Read More »
Farmers have always helped their neighbors when needed and now some are putting acres towards helping out their communities after seeing long lines outside local food pantries and empty shelves at the stores as a result of the pandemic. There is a small but growing movement including several large row croppers who are not only …
With record low-interest rates and a wave of fiscal stimulus in play the lack of new home inventory could spark a surge in new home construction. At the same time, timberland investments become a lot more interesting with lumber prices rebounding strongly and the housing market expected to hold up well the next few years …
What About Timberland or Home Builder Investments? Read More »
