Talking with clients, our main concern today is the health and safety of our families and our work associates. It takes a huge support team to plant a crop. The current health threat reminds us how important the human element is to our team. Focusing on business. I am working my way to a little … [Read more...] about Is a Soybean Bidding War Imminent?
Blog
Corn Demand in COVID 19
What Do We Know About Corn Demand In A Covid-19 Environment? U.S. Corn goes to: Ethanol 38% gross 26% net (adding back DDG) Feed 38% Export 15% Food, Seed, Industrial (not ethanol) 9% How is each segment impacted? Ethanol Cars in a garage don’t consume corn – that demand … [Read more...] about Corn Demand in COVID 19
What Does $30B Look Like?
China has apparently offered to purchase an additional $30 billion of US agricultural products as part of the new trade agreement. That sounds amazing! The additional purchases would apparently encompass ten commodities. I say apparently, because like much of the China trade news, it lacks any … [Read more...] about What Does $30B Look Like?
Valuation of Complex Securities – Monte Carlo Simulation – Convertible Securities
Real Physical Commodity Solutions
Prevented Plant Feature Becomes DeFacto Set-Aside Program
Distorting Grain Markets, Providing Major Benefit to Non-US Producer Normally crop insurance has a propensity for overproduction. These are not normal times. This year it is the opposite. A feature of crop insurance covering nearly 90% of Midwest farmers is creating a paid set-aside which is … [Read more...] about Prevented Plant Feature Becomes DeFacto Set-Aside Program
