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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 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


July 2019
04: July 0419: Select Supply Demand Part 1 - Backgrounder
04: July 0419: Urea Preliminary
05: July 0519: Canada Canola and Flax Supply Demand
05: July 0519: Canada Wheat and Durum Supply Demand
05: July 0519: Pulse Acreage By Color
07: July 0719: Pea and Lentil Supply Demand
10: July 1019: W Can Quality Prospects
11: July 1119: Domestic Barley
11: July 1119: Aerial View of Today’s USDA Report
12: July 1219: Urea Risk Reward View
16: July 1619: Pulse Thoughts
18: July 1819: Oats Update
20: July 2019: Canola Update
23: July 2319: Western Canada Crop Spin
24: July 2419: Marketing Spin Part 1 of 2 (Assumptions, Pulses)
24: July 2419: Marketing Spin - Oilseeds
26: July 2619: Marketing Spin (Grains - Durum)
26: July 2619: Yellow Pea Price Starting to Slump
29: July 2919: Marketing Spin - Spring Wheat
31: July 3119: Morning Big-Pciture Thought
31: July 3119: Feed Barley Update


June 2019
03: June 0319: Important Prairie Weather Event
06: June 0619: W Can Weather Glass is Half Full Empty
10: June 1019: More on Western Canada Weather
10: June 0719: Durum Update
11: June 1119: W Canada Cereals Argue for Higher Abandonment
12: June 1219: USDA Report Comments
13: June 1319: All About Weather or Perception of It
17: June 1719: Three Items of Importance Today
19: June 1919: Taking a Stab at Canada Production
21: June 2119: Rye Exports to US - An Anomaly Ahead
24: June 2419: Lentil Story Summarized
24: June 2419: Observations (Durum, Canola, Feed Grains)


May 2019
01: Random Thoughts (Wheat, Canola, Politics)
02: Comment on Gov Advance Payment Program
03: Slaying the 2019 Marketing Monster (Part 1)
05: Slaying the 2019 Marketing Monster (Part 2 of 2)
06: Saudi feed barley tender works back to (details inside)
07: Comments on Stat Can Grain Stock Report
09: May 0918: Political Stakes With China Rise Again - Opinion
10: Latest on China vs US
10: Highlights USDA Report (Part 1 Wheat)
11: Oilseed Outlook
12: Politics – Balancing Realism and Hope
13: Canada Variety of Spring Wheat Acreage
13: Loan Might Be Next Demand Expanding Source for US Soy
15: Dont Over-Think It (1 pager)
16: Pulses Grind Along (Part 1 Lentils)
17: North America Seeding Comments
18: May 1920: Durum View
19: Western Canada Freeze
21: Pulses a Grind (Peas)
23: Crop Comments
27: N. America Weather Pattern Begins to Change in One Week
28: Recommend Incremental Sales Tomorrow
30: Western Canada Tension Ramping Up
31: CAD Has One More Reason to Retain Leaky Bias









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