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By Sholom Sanik |
December 12, 2012
Despite the severe drought in the Northern Hemisphere this past summer, the global supply of vegetable oils is actually expected to grow in the 2012-13 marketing year.
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By Sholom Sanik |
December 3, 2012
The sugar bear had a brief respite this past fall when poor harvest weather in Brazil threatened the quality and quantity of the crop.
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By Sholom Sanik |
November 26, 2012
Corn demand has been very weak. The most striking evidence can be found in the U.S. export market.
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By Sholom Sanik |
November 15, 2012
The cocoa market has had four weeks to absorb the implications of falling demand implicit in the grind numbers, but prices are holding above the pre-grind level.
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By Sholom Sanik |
November 8, 2012
For the most part, the devastating summer drought of 2012 left U.S. wheat output unscathed. Regardless, wheat prices rallied to five-year highs.
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By Sholom Sanik |
October 25, 2012
The October USDA crop report for cotton was a bear’s fantasy. The forecast for global 2012-13 output was revised up by 2.3 million bales, while consumption was lowered by 680,000 bales from the September estimate.
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By Sholom Sanik |
October 17, 2012
The recent rally in copper prices could appear to reflect bullish developments in supply/demand fundamentals. A closer look, however, might cast some doubt on such optimism.
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By Sholom Sanik |
October 15, 2012
The October USDA crop report for corn did not contain any extraordinary revisions from September data, although the market’s reaction seemed to indicate otherwise.
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By Sholom Sanik |
September 25, 2012
It finally rained in August. Too late for corn, but not so for soybeans. They are planted much later and were still in a position to benefit from the rain.
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By Sholom Sanik |
September 12, 2012
The past few weeks have seen cocoa prices spike out of their long-standing range of between $2,000 and $2,500 per tonne.
