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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


December 2019
04: Preliminary Stab at 2020 Canada Acreage
04: Sales and Cash Flow Planning
05: Ahead of StatCan Report
06: Preliminary Stat Can - The Numbers
06: Refining Durum View
08: Dec 0818: Canada Wheat Supply Demand and Comment
08: Barley Oats Rye Supply Demand and Comments


November 2019
01: Urea Update
05: 2020 Canola Outlook Discussion Points
06: Feed Barley Notes
07: More on Flax
08: Nov0819: What About Pulses
11: Notes (Canola Wheat Durum
14: India Tweaks Pea Code
16: More on Domestic Feed Barley
17: Weekend Notes (Pulses, Durum)
20: Take-Away of Tunisia buying Durum Saudi buying barley
21: Spring Wheat Comment
22: Canola Outlook Summary
22: Red Lentil Comment
24: Durum - Devil in Detail
25: Feed Grain Thought - Corn
27: Visuals of Saskatchewan Crop Quality
30: Soy and Canola Notes
30: Wheat Notes


October 2019
06: Durum Comments
08: Spring Wheat Comments
10: Canola Observation
10: Observations (Durum, India, Spring Wheat)
12: Oct1219: Soybean Thoughts
16: Market Behavior, Durum, Spr Wht, Oats, Pulses
18: Heres the Thing with Wheat
18: Canola 1-Pager
24: Feed Grains, Durum, Oilseeds, Lentils
26: More on Durum
28: Oct2819: Changing Dynamics of Flax to Evolve Further
28: Wheat Update
31: Palmoil Observation, Vegoil and Link to Canola


September 2019
02: Prairie Harvest Prospects
04: Pulses - Not Overthinking it
08: Select Canada Supply Demands
09: Most Important Short Term Fundamental is This
09: Question Answer, Durum, Barley, Canola, Crop Observations
12: Highlights Stat Can Report
13: Day After USDA Report
13: Spring Wheat Comment
14: W Cdn Crop Talk (with canola guidance)
15: Canada Supply Demand (Canola, Flax, Peas, Lentils)
16: Biodiesel (and canola)
16: Canada Durum Quality Thoughts and Comments
17: Price Q and A (Pea, Lentil, Fd Barley, Durum, Canary)
18: Red Lentil Thoughts and Outlook
18: Durum Marketing Thoughts and Outlook
19: North America Weather Comment
20: Domestic Feed Grains Searching For a Low
22: Managing Marketing of Quality Outcomes
24: Cereal Comments
26: Wheat, Durum, Canola Comment
28: Spring Wheat Comments
30: Comments









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