Tagged: South America

The News & What it Means – Another Commodity Boom in the Offing? Possible, but Not Likely

By John DePutter & Dave Milne – October 5, 2020
The News:

We have seen some commentaries and news stories lately about how cheap commodities are, compared with stocks. And with stocks running wild to the upside, that has naturally raised some questions about whether commodities might catch the same wave and fly higher.

Couple this with China’s massive purchases of soybeans and other commodities the past several months, and people are wondering if another macro-economic upswing might be in the cards – just like 2007 through 2008, which was followed by a second surge in 2011–2012 which brought even more markets to new all-time highs.

The News & What it Means – Brazilian Soybean Planting Back on Pace, Experience Brazil this Winter

By John DePutter & Dave Milne – November 21, 2017

 

The news:

Brazilian producers have 73% of the estimated soybean area planted for the 2017/2018 crop. Now, the planting of Brazilian soybeans is no longer behind schedule. The rains that have fallen in all of the main producing regions have allowed the advance of the sowing.

– Successful Farming, Nov. 17, 2017

The News & What it Means – Pessimism in the Soybean Markets & Tumbling Oil Prices

By John DePutter & Dave Milne – May 5, 2017

  

The news:

With big crops being harvested in South America and U.S. planted area set to increase dramatically, American producers have become decidedly more downbeat on soybean price prospects.

– Syngenta Farm, May 2, 2017