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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.


February 2020
03: Ahead of Stat Can Grain Stock Report
04: Follow Up to Jan 3020 Oilseed Report
05: Highlights Stat Can Grain Stock Report
05: Grain Stock Addendum
06: Canada Select Supply Demands
06: Lentil Update - Behavior Inconsistent with a Bull
11: Canadian Dollar Risk Management
11: USDA Report Preliminary
11: Durum - The Opportunity to Put-Up or Shut-Up is next 45 Days
13: Simple Answer to Complex Coronavirus Question
13: Alberta 2020 Barley Acreage to be Upwardly Skewed
14: Managing China - It's a Perception Casino


January 2020
01: Gearing Up to Sell A Few Things
03: Relevance of Todays Action
06: Red Lentil Update
07: Durum Update - Broad Guidance Refinement
10: Highlights USDA Report
13: Observations (Durum, Lentils, Peas)
15: Turkey Durum Buy Kicks the Can - Guidance Offered
15: China Does A China
17: Tunisia Buys Durum
18: Crop Budget Ideas
22: Wheat and Green Lentils
23: Marketing Flow Chart - Updated
25: Sales Position Update
26: Canadian Dollar Update
28: Saudi Arabia Buys Feed Barley
30: Broad Pulse Thoughts
30: Jan 3010: Oilseed Take
31: Learning Points from Melt Downs


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
10: USDA report a yawner (wheat, durum, soy, canola)
11: Really Short Canola Diagnosis
12: Really Only One Thing to Figure-Out with China/US Deal
12: Pea and Lentil Thoughts
14: Tunisia Buys Durum (Wylie Coyote Moment Defined)
16: Think Its Kooky Now It has Just Begun
18: Peas India Does It Again
19: More on Peas and India
24: Merry Xmas Report (Part 1 of 2) China
26: Merry Xmas Report (Part 2 of 2)
27: Why Wheat is Being Frisky
31: Red Lentil Update


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









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