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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.


June 2020
01: June 0120: Prairie Weather Update
02: June 0220: Lentil Rumors
03: June 0320: Outlook Notes (Pulses - More Thoughts on India Tariff Development)
03: June 0320: Lentil Guidance
04: June 0420: Prairie Weather Update


May 2020
01: Politics - Doubtful China US Can Stay Benign Much Longer
04: Seeding - Acreage Shift Base for Durum and Lentils
05: Big Picture Pulse Thought
07: Grain Stock Report Highlights
07: Stat Can Acreage Report Highlights
08: Currencies - Relevance of Brazil Real Collapse
09: Durum Update
11: Australia vs China Barley Politics Flare Up
12: Highlights USDA Report
14: Prairie Weather
15: Understanding and Managing Market Ready
17: Seeding Update
19: Important Market Nuggets for Busy People
21: Canola and Wheat Update
25: Crop Update
28: Morning Notes
28: Prairie Weather: It Must Verify but Pattern Shift Looks to be Coming Around June 7-11
29: Short Outlook Notes (Part 1 Grains)
31: Short Outlook Notes (Part 2 Canola)


April 2020
01: What Was Learnt Today (Canola, Durum, Lentils)
05: April 0520: Wheat - The 30,000 foot View
08: April 0820: Question & Answer (Durum, wheat, mustard, pulses)
08: April 0820: Stat Can Acreage Report to be Delayed
10: April 1012: Highlights USDA - Big Picture Items you need to know
12: April 1220: Question & Answer (kabuli, canary, lentils)
13: April 1320: Canola Update - Call a Spade a Spade
15: April 1520: Market Observations
17: April 1720: Alberta's Spring Price Endorsement - Final Assessment
19: April 1920: Lentil Set Up - A Mix of Conventional and Never Seen Before Events
21: April 2120: Select Supply Demand (Part 1 of 2 The Overview)
22: April 2220: Select Supply Demand ( Part 2 of 2 The Numbers)
27: April 2720: Question and Answer (What to watch, pulses)
30: April 3020: Spring Wheat Chart is Worth 1000 Words


March 2020
03: Soap Opera Extends (wheat, durum, oilseeds)
06: Global Turmoil - More Relevance Thought to our Ag Space
08: Commodity Turmoil Intensifies (with a new variable)
10: Durum Blender
11: Base Case Expectation
15: Is it Armageddon Can be Serious all the time (Currency Note)
16: Is India Too Wet
17: Tunisia Buys Durum
18: Many Moving Parts Engaged
19: Simplified CWRS Cash Wheat Outlook
19: Canola Its a Carbon Copy
20: Take Away From This Week
21: Sask Crop Insurance - Discussion of Pricing Choice
22: Western Canada 2019 Acreage Density Maps
23: Market Thoughts - Staying The Course
24: Questions and Answers
26: Durum Observation
26: Green Lentil Comment - India Tender
28: Crop Budget Update Part 1
29: Crop Budget Ideas Part 2 of 2
31: China and Canada Canola First Blush
31: Pulses Carving Out New Demand Trajectory









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