Recent aeroculus's Commentaries
Weather for StrataConf this week
http://strataconf.com/stratany2011
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Tags: weather
Irene visible satellite image
from Naval Research Lab
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Tags: hurricanes | weather
Monsoon update
Current satellite showing a lull over cane regions. Also, overnight sugar up almost 6%
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Tags: india | sugar | monsoon | weather
Rain light in India’s cane regions
Last week’s rainfall totals in India’s sugarcane regions has been light in both growing belts; see IMD map below. Current water vapor satellite is showing less activity in more weak activity & this supports the JulAug dryness that the Weather Trends long range forecast had predicted for this pe...
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Tags: agriculture | global-commodities | global-weather | india | sugar | futures | monsoon
FAO Food Price Index
The Food and Agricultural Organization’s Food Price Indices through June are shown below. Note the move in sugar since May; many of the reasons for this upward move have been discussed and anticipated in our weekly reports over the last few months. Most recently, a widely distributed estimate f...
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Tags: agriculture | fao | sugar
24 hour Forecast – Easton, PA
24 hour forecast from wt360
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Tags: united-states | weather
US corn note – 18 July
Excerpt from the note that went out to Weather Trends clients yesterday (Monday) morning: In light of the softer market regarding futures prices, extreme heat across the corn belt this week should add some strength to the sector with widespread warmer temperatures and a drier pattern in the south...
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Tags: agriculture | grains | usda | united-states | corn | weather | futures
Typhoon Ma-on
Projected track of Typhoon Ma-on from the Japan Met Agency; current satellite below.
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Tags: global-weather | weather
Sugar exhibiting strength
World Sugar (Oct) has crossed 29 cents/lb on Thursday as the increasing cost of food prices (sugar included) has added to global inflationary pressures. The Food and Agriculture Organization (FAO) said in a recent statement that the increasing pressure on food prices will be sustained and that w...
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Tags: agriculture | fao | global-commodities | global-weather | india | sugar | food | futures | monsoon
Jul Sugar
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Tags: agriculture | sugar | futures
Monsoon Activity
As most of the commodity sector has seen a pullback in recent sessions, sugar futures have retreated slightly, but still remain relatively strong. The spot #11 contract is now just shy of 26 cents, which is still high when viewing the chart over the last six months. The first reason for sustai...
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Tags: agriculture | india | sugar | monsoon
ENSO status
IRI has noted that while there is a small chance that La Nina conditions could re-emerge in the coming months, they have effectively declared the record setting 2010/11 La Nina event dead. We agree with their outlook for generally neutral conditions for the remainder of the year. The chart...
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Tags: enso | global-weather
Standard Chartered’s Earth Resource Conference
I’ll be on a panel discussing weather related investment opportunities at the Earth’s Resource Conference, sponsored by Standard Chartered.
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Tags: global-commodities | global-weather | commerce
US Corn Progress
Yesterday’s USDA Crop Progress Report verifies that the gap between last year’s progress has narrowed over the last week as a result of a favorable weather pattern in the Midwest. As of 29 May, the 18 major growing states are at 86% complete, vs. 97% last year and the 5 year average of 95% (see ...
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Tags: agriculture | weather | corn
