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.

01: Canola Glass Half Full Side (too cheap)
04: Turkey Durum Tender
05: Stat Can Production Report Take-Aways
05: Select Canada Supply Demands
06: More on Canola (including China buys)
08: CAD and Interest Rates
13: Fertilizer Brief
18: Algeria and Tunisia Bought Durum
19: Pigeon Pea Observation – Green Lentils
24: Wheat – Outlook & Why In A Rut

01: Lentil Thoughts
02: Canola Glass Half Empty Side
06: Politics
07: Canola & CWRS Basis Note
11: Canola Crush Capacity
12: Canola on farm Supply Understate
13: Tariff Chatter
13: Canola Political Kaleidoscope
14: Currencies
18: Algeria Tendering for Durum
21: Pulse Update
22: Large Green Lentil Tender
26: Canolaoil Chart
27: Keeping an Eye on Currencies (Ruble sell-off)

02: Urea on the Move
05: Algeria Government Durum
07: Durum Update
13: Politics Reinvigorate Flaxseed
16: Select Supply Demands
22: Canola Discussion
24: Barley Update
25: CAD Update
27: Tunisia Cancels Durum Tender

02: India Policy Watch
03: Canada China Canola Politics
05: Reading Into AB & SK Gov Yield
06: Urea Note
09: Select Supply Demands
13: India Policy Tweaks
19: Tunisia Buys Durum
20: Wheat Conundrum
21: Canary Update
27: Russia Export Capacity Increase