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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.


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


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


August 2019
05: Morning Thought
07: Macro Thoughts
09: Morning Thoughts
11: Marketing Choices - An Example
13: USDA Report After-Thought
14: CAD Comment
14: Durum Update
15: More Macro Stuff
20: Crop Comments
22: Notes: Durum Barley
23: Notes - Peas, Politics, Canola
24: Politics the New World
25: Wheat Notes
27: Saudi buys Feed Barley - Comments
28: Highlight Comments Stat Can Production Report









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