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Author: Michael Ferrari

KOL weather

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...

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Commodity Strength in 2010

Author: 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 will...

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WTI grains/oilseeds news – Jan 7, 2010

Author: 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....

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Weather Trends Sugar Update

Author: 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...

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US HDD outlook

Author: 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...

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World Sugar update – 14 Dec

Author: 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...

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Grains/Oilseeds update – 14 Dec

Author: 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...

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