October 20, 2018 - Author: Ken Morrison
The week was capped off by a mildly positive Cattle on Feed report but was preceded by a wave of negative news on soybeans serving to erase all of Monday's rally and more. Read More...

October 18, 2018 - Author: Ken Morrison
The combination of lower import estimates by Asian trade sources and a disappointing weekly exports sales report provided a catalyst for sellers today. Evidence points toward lower exports to China but the proportion supplied by the U.S. in Q4 is yet to be determined. Read More...

October 17, 2018 - Author: Ken Morrison
The cumulative impact of a string of bearish inputs related to Oil and products finally added momentum to the bearish trend that began last week. Read More...

October 16, 2018 - Author: Ken Morrison
We take an indepth look at U.S. market share of soybean exports to China and the primary reasons it's in decline. The main contributor may not be what you think it is. Read More...

October 15, 2015 - Author: Ken Morrison
Weather is holding up soybean harvest and putting quality and possibly yield at risk. It served as catalyst for a breakout rally. Read More...

October 13, 2018 - Author: Ken Morrison
We put some numbers to probable shifts in 2019 acres and compiled a balance sheet to illustrate soybean and corn supplies end-August 2020. Read More...

October 11,2018 - Author: Ken Morrison
It's hard to distinguish differences when comparing USDA's ending supply forecasts of September 12 to today. If you read nothing else, I encourage you to consider the comments for corn and soybeans as I look beyond 2019. Read More...

October 10,2018 - Author: Ken Morrison
China announced plans to allocate more import quota for cotton, making authorizations in 2018 the most since 2013. Will it include U.S. cotton? Can U.S. cotton exports thrive without China? Read More...

October 9, 2018 - Author: Ken Morrison
We focus on 3 areas of USDA's forecast upcoming Thursday and identify possible changes we expect USDA to make. Read More...

October 8, 2018 - Author: Ken Morrison
The issue regarding China's demand for soybeans is sure be one USDA is wrestling in advance of Thursday's update. Read More...

October 4, 2018 - Author: Ken Morrison
I share the analysis of a friend knowledgeable of China agriculture regarding the notion China can reduce soymeal consumption. Read More...

October 3, 2018 - Author: Ken Morrison
Two commodities that hit everybody's pocketbook, oil and interest rates, led the rallies today while most everything else stalled at resistance. Read More...

October 2, 2018 - Author: Ken Morrison
Oil has rallied on concerns the Saudi's and Russia will be unable to offset the volume of Iranian oil removed from the market under threat of U.S. sanctions. But what if an effective solution can be developed to keep Iran's oil flowing? Read More...

October 1, 2018 - Author: Ken Morrison
Last minute agreement between U.S. and Canada paved the way for a trilateral agreement and may have put to rest concerns a deal without Canada would kill the agreement with Mexico. Aside from improved access to Canada's dairy market, the agreement appears to follow the 'do no harm' outcome. Read More...

September 29, 2018 - Author: Ken Morrison
We follow Thursday's newsletter to further make the case how implied feed demand for corn strongly indicates 2017 corn production was understated rather than feed demand in decline. Read More...

September 27, 2018 - Author: Ken Morrison
The September 1 grain and soybean stocks and small grains production report on Friday often boil down to the implied feed demand, the only component data-tracking is not conducted. Corn stocks have the highest potential surprise factor. Read More...

September 26, 2018 - Author: Ken Morrison
The U.S. hog and pig inventory, like last week's cattle on feed inventory, is expected to show record supply for September 1. But strong domestic and export demand continues to absorb supplies with prices better than each of the past 2 years at this time. Read More...

September 25, 2018 - Author: Ken Morrison
The FOMC is expected to raise the fed funds rate on Wednesday, the eighth increase since the 2008 recession. We look at the market and business implications. Read More...

September 24, 2018 - Author: Ken Morrison
Record grain and soybean supplies to begin the crop year, combined, are not materially larger than a year ago yet futures spreads particularly in soybeans and corn, are quite a contrast to last year. Read More...

September 22, 2018 - Author: Ken Morrison
This weekend's meeting of OPEC + Russia is expected to result in a plan to ramp production by @ 500,000 barrels necessary to meet the target agreed in June. The surprise factor may be that they may agree to increase production by as much as 750,000 barrels or more compared to current levels. Read More...

September 20, 2018 - Author: Ken Morrison
Multiple rumors were fueling rallies in corn and oilseeds and only time will tell which, if any, were credibly supportive influences. Read More...

September 19, 2018 - Author: Ken Morrison
Argentina, in talks with the IMF for a loan, may be required to raise export taxes more than what was announced September 3. That would have significant influence on Argentine producer's acreage decisions. Read More...

September 18, 2018 - Author: Ken Morrison
As the U.S. rachets up the ante on tariffs, China appears committed to challenge the legality using the WTO dispute resolution process. Read More...

September 17, 2018 - Author: Ken Morrison
ASF continues to spread with the latest confirmed cases in Belgium the first threat to western Europe. Further spread into Germany or Spain could really roil trade with China and re-shape the trade flow landscape in pork. Read More...

September 15, 2018 - Author: Ken Morrison
Agricultural producers stand to realize more benefits from two disputes currently being heard through WTO's dispute resolution process than any tangible gains from those tied to current Section 301 disputes related to intellectual property. Read More...

Existing Subscribers

Your user name is your email address and the password is as you designated upon subscribing.




Follow on twitter

Recent Messages