Not surprisingly, the weekly y/y weather is a fairly persistent indicator for activity in coal for the coming week; better than looking at point temp of forecast vs. normal. This graphic shows the y/y change in min temp on the...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research Short term moves in the commodity complex notwithstanding, the longer range view is fairly constructive when we start to anticipate where much of the demand...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research While everyone is focusing on crude as the directional indicator for commodities, there are two drivers in the agri complex that we are keeping a close eye on....
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research For the start of 2010, we are revising our position (up) for raw sugar futures for the next month. In recent weeks, we have been discussing the current...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research As dairy increases in importance with respect to the the fundamental drivers in the global agricultural commodity complex, Weather Trends now offers a weekly...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research Despite the cold weather that the northern/northeastern US is experiencing now, the pattern looks to turn to a more seasonal (and even milder) winter pattern...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research This was issued on Monday morning, 14 Dec: As there is no significant new fundamental news in world sugar, we turn the focus go the technical indicators...
Read MoreAuthor: Michael Ferrari, PhD VP, Applied Technology & Research This was issued on Monday morning, 14 Dec: The USDA’s corn estimate for carryover stocks is still in the 1.5 bln bu range per the December S&D report (up...
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