Kory Melby's Brazilian Ag Consulting and Investment Tours
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Thursday, April 10, 2014
Conab report and seed consult
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At 9 am Conab will be out with their updated grain production report for April. They are also sending out a new sugarcane report. I will...
Sunday, April 6, 2014
Just in time beans
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Thinking aloud to myself. I can´t help but chuckle at the scene in New Orleans this week. We have a Brazilian panamax arriving loaded with s...
Saturday, April 5, 2014
2015 Brazil soybean area
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There have been some 2015 Brazil soybean area forecasts in the news this past week. General consensus is that 29.7-29.8 million ha were pl...
Friday, March 21, 2014
Railroad dreams for Mato Grosso in freehand
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4 railroads would be the ideal: http://www.estadao.com.br/noticias/impresso,gigantes-do-agronegocio-se-unem-para-investir-nas-novas-ferr...
Saturday, March 15, 2014
March 15 update
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Things I am watching: 1. 2nd crop soy area 2. Machinery sales at upcoming ag shows 3. Condition of sugarcane crop as harvest starts 4. ...
1 comment:
Friday, February 28, 2014
March 1 comments
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Much has changed in the world soybean market dynamics the past two weeks. Early in the SA growing season, I was a proponent of a 92 or 93 ...
Tuesday, February 4, 2014
Hot and dry concerns
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I have received many calls and emails today. There is a hot/dry pattern stuck in the NE and SE Brazil. If this pattern lasts another 10 ...
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