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 2021

01: Durum Cash Index.  Analogue Year is 07/08
01: Favorite Crops to Sell or Store
02: Canada On Farm Storage
04: Canola Update – Must Follow Vegoil Basis

September 2021

01: Red Lentil & Urea Update
04: Fertilizer Observation
06: Durum Nuggets & Ideas
07: CGC Durum Awareness
08: Lentil & Chickpea Politics
08: Stat Can Grain Stock First Impression
12:  Wheat Outlook Refinement
13: What about Selling 2022 Crops?
15: Canary & Mustard Guidance
16: Flax One Pager
16: Western Canada Feed Grain Discussion
17: Urea Update
18: Durum Thoughts
20: Red Lentil Outlook
21: Top 3 Canola Demand Things to Watch
23: Algeria Buys Durum – Implication
26: Ground Level Fertilizer Perspective
28: Flax Update
28: More on Energy – Most Important Macro in Our Ag Space

August 2021

01: Select Supply Demand & Storyline
03: Flax 1-Pager
03: Urea Update
07: Red Lentil Update
10: Opinion
12: USDA Report Take Away
13: Wheat Bull Exposed
16: Feed Grain Outlook
18: Lentil & Durum Chaos – But For Good Reason
23: Canola Outlook
25: Comment Ahead of Stat Can Report
26: Field Pea Observation
30: Stat Can Report Discussion
31: Canolaoil Content Observation

July 2021

01:  Taking a Stab at Canada Production
03: India Imposes Pulse Stock Limits
06: Top Statistically Challenged Crops are Durum & Mustard
07: Canola & Wheat Supply Demand
10: Barley Observation
15: Concept of Rationing
17: Noodling With Durum
17: Taking a Stab at Canada Production II
21: Laws of Diminishing Returns
22: Avoid Over-Thinking
23: Canada Pea & Lentil Supply Demand
26: India Lowers Lentil Import Tariff
30: Green Lentils are a Supply Bull