I make it a priority to
understand the
nature of your
business interests.

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.


October 2020
01: 1 Pager Canada Clean Fuel Standard
02: Walking on Eggshells An Opinion
05: Keep This in Mind about Wheat
06: Question and Answer
07: Morning One Pager Sound of the Vacuum
07: Canada Grain Stock Changes for those that care about numbers
09: A Thought Ahead of Todays USDA Report
09: Preliminary Take USDA report 75 min after release
11: Thoughts on Canadian Dollar
14: Basis Demand What Would It Take for a 9 bu Yellow
14: Notables (Corn, Demand Pull, Are Farmers Not Selling)
15: Any Guidance for 2021 Plantings
16: Domestic Barley ObservationUsers Need A Plan for This Possibility
16: Canola One Pager
19: Feed Grain Oddities
19: What Do Provincial Gov Crop Report Yields Imply
20: Sales Snapshot where decision is about price and price alone
21: Turkey Lowers Cereal Import Duty Connection to Durum and Red Lentils
21: A Real Time Checklist - Characteristics of Demand Bull
26: Evening Thoughts (Canola Lentils Peas)
28: Morning Thought
28: India extends Lower Import Tariff


September 2020
01: Chickpea One-Pager
01: India Tariff Reverts Back to Former
02: Field Pea One-Pager
03: What's Catching My Eye (Durum, Red Lentil, Canola)
04: Select Canada SD Part 1 Understanding Demand Bull Markets
04: Canada Supply Demands Part 2 (Grain and Oilseeds)
07: Monday Evening Weather Note
08: Canada Supply Demands Part 3 of 3 (Pea Lentil Mustard Canary)
10: Observations (CA$, barley, Canada crop, Canola, Demand-Bull, La Nina)
11: Tunisia Buys Durum
11: Take Aways of USDA Report Opinion
12: La Nina Tendencies you must know that are relevant to Western Canada
14: Preliminary Stat Can
14: Follow-Up Stat Can with speculated flaw and some Supply-Demands
14: Canola - Major Chart Resistance Within 10 per tonne
16: Canola Reminder Also engaging immediate shift in causation thinking
17: Lay of Land Snapshot by Commodity (Part 1 of 2)
18: India Lentil Tariff News
18: Lay of Land Part 2 Grain and Oilseed
18: Tunisia Buys Durum View and Opinion
19: Lentil One Pager
22: Saudi Buys Feed Barley Relevance to Canada Price Discovery
23: Canola One Pager
24: Flax One Pager
25: 1-Pager Peas Durum
27: Crop Update and Comments
30: Canada Wheat Basis Observation
30: 1 Pager USDA Grain Stock Report


August 2020
04: Lentil Update - India's Tamil Nadu Tenders
05: It is what it is - 2 Statements
06: Crop Tour Comment
12: Marketing Refinement
13: Aug 1420: USDA Report - The One Take Away
17: Take Aways for Busy People
18: Comment on Wheat Quality
19: To Sell or Not Sell - Reverting Back to the Basics
20: Discussion on Heat Blast
21: Durum Summary
22: Vegetative Index
23: Select Canada Production Ideas - An Opinion
26: More on Durum
27: Canola One Pager
27: Lentil Watch
28: Currency One-Pager
29: Another Canola One Pager
31: Highlights Stat Can Report


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









Copyright © Kostal Ag Consulting. All rights reserved 2020


Built & Maintained with iWEBMANAGER