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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.


August 2020
04: Lentil Update - India's Tamil Nadu Tenders
05: It is what it is - 2 Statements
06: Crop Tour Comment


July 2020
02: July 0220: Select Supply Demands Part 1 (Sentiment Shift, Shipping)
03: July 0320: Select Supply Demand (Part 2) Grains
05: July 0520: Select Supply Demand (Part 3) Canola Flax
05: July 0520: Select Supply Demand (Part 4) Lentils
06: July 0620: Morning Weather Take
08: July 0820: Pulse Disease Watch
09: July 0920: Pea Supply Demand
13: July 1320: Q & A (USDA, lentil, durum, winter wheat)
14: July 1420: Vegetative Index Maps
16: July 1620: Canola Thought
18: July 1820: Barley Update
23: July 2320: Reasonable Working Production Ideas
24: July 2420: Really Short Canola Outlook
28: July 2820: Lay of Land Rapid Take
29: July 2920: Durum Take Away - 1 pager
30: July 3020: Marketing Round-Up (short take on most commodities)
30: July 3020: Tunisia Buys Durum


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
07: June 0720: Currency
08: June 0820: Interpretation of Weekend Prairie Rain Event
10: June 1020: Crop Talk
12: June 1220: Urea Summer Buy Risk Reward is Favorable
13: June 1320: Canola Outlook (in 600 Words)
14: June 1420: Morning Weather Observation
17: June 1720: Wheat Observation - Odds Building for Wider than normal CWRS Protein Spread Year
18: June 1820: More on Dry Zone Crop Demographic
18: June 1820: Canada Business Owners remember to do this by tomorrow
19: June 1920: Marketing Tweaks
20: June 2020: Lentil Thoughts
22: June 2220: Prairie Weather - Next W Cdn Low Pressure about 6 Days Ahead
25: June 2520: Prairie Weather Update
26: June 2620 Notes: Sentiment, Wheat, Durum, Lentils
29: June 2920: Mustard Update
30: June 3020: Take Away USDA Report (note durum stocks)


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)









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