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[Deep Dive] Commodity Demand-Side Information Sources

Demand is an ongoing process, and understanding and anticipating it takes careful and consistent attention. Executive summary: * A complete look at sources of public information used by firms and traders * How to create a framework to further analyze demand * A look at usage segments, feed demand, and domestic versus export
[Deep Dive] Commodity Demand-Side Information Sources

This Week in Ag (August 23)

Author: Doug Christie Fundamental Soy is the only market that has been able to trade above pre-WASDE levels despite the reports from USDA which lowered production and projected stocks for corn, soy, wheat and cotton. Perception seems to be that crop prospects have stabilized and yields will meet or exceed

This Week in Ag (August 9)

Sideways price action as market looks to WASDE report on Friday. Fundamental A similar theme this week. The generally hot weather pattern continues but with enough scattered moisture to keep bulls defensive. Condition scores for corn and beans reflected that, with a slight uptick in Good-Excellent ratings this week and

This Week in Ag (August 2)

Softer tone post Fed announcement and a more moderate weather outlook: Fundamental It was a down week for row crops, with corn, soy, wheat and cotton all on the decline. Weather remains the primary fundamental focus. In the rearview mirror, it has clearly been hot and dry.  Weekly condition scores

This Week in Ag (July 26)

Fundamentals and Techs lean friendly heading into the Fed announcement. Fundamental Ag markets posted gains for the week, with wheat and cotton being the strongest movers. 55% of US corn area and 50% of soybean area is currently reported as being under drought, but crop-condition scores for both crops were

This Week in Ag (July 19)

A strong week post-WASDE. Fundamental Grain markets retreated in the wake of the USDA WASDE report, but corn, soy and wheat have all bounced nicely in the last five trading days. The report itself was largely as expected, with the main features being the incorporation of updated acreage figures along

Supply-Side Commodity Information Sources

Author: Doug Christie The foundation for successful trading is information. Information drives analysis and analysis leads to insight. Over the next two deep dives, we will provide a complete rundown on the best sources of information for the agricultural commodity trader along with some tools and techniques to start converting
Supply-Side Commodity Information Sources

As India Surpasses China in Population, What Are the Implications for the Ag Trade?

Author: Doug Christie India recently overtook China as the world’s most populous country. One in three people on the planet now reside within the borders of the two nations. The media frenzy surrounding the revelation focused on the economic implications of India’s newly found status, with some experts
As India Surpasses China in Population, What Are the Implications for the Ag Trade?

What Lies Ahead for Ag Commodities as Interest Rates and US Debt Ceiling Find Stability?

Author: Doug Christie There is significant attention lately on macroeconomics. Although the Federal Reserve rate and debt-ceiling dialogues are becoming more settled, the impact on commodity markets still remains uncertain. As markets head into the summer, two major aspects of the macroeconomic framework appear to be fitting into place. The

Global Ag Trade: A Fundamental Analysis

Author: Doug Christie Part 1: Analytical Framework For decades, global trade of agricultural commodities has enabled growth, promoted investment, created value for farmers and raised living standards of consumers around the world. And while cross-border flows of most commodities remain robust, there are emerging signals of disruption in the long-term
Global Ag Trade: A Fundamental Analysis