Time to Buy the Farm?
Real Estate Investment Trusts (REITs) offer smaller investors access to timberland and farmland investments that they otherwise would not be able to take advantage of. Although REIT share prices have fallen recently, most timberland and farmland REITs offer dividends far in excess of three year or seven year U.S. Treasury notes. Two of the
Read moreBrazil Sugar Goes on a Diet
After years of oversupply and a poorly times industry expansion, Brazilian sugar processors are shutting down mills and growers are neglecting fields as prices fall below the cost of production estimated to be 21 cents per pound. In addition to market factors, the Brazilian sugar industry which accounts for 40% of global exports has been dea
Read moreEMIA Offers Informative Hub for Emerging Markets Investors
The growing importance of emerging and frontier markets in global investors’ portfolios means the need for reliable insight about these markets is greater than ever before. But for most investors, it remains difficult to find. Mainstream media sources, for all the added attention they’ve given to the subject, largely fail to deliver
Read moreAsia, MIST Nations May Lift U.S. Out of Corn Glut – Maguire
With a bumper crop of low quality wheat from the EU and GMO disputes ongoing with China, demand for U.S. corn to these markets is expected to drop this year. However, demand from other regions is picking up and can likely offset the loss to U.S. exports. As corn values continue to fall, exports to Asia are set to reach levels not seen sinc
Read moreArgentina’s Bean-Hoarding Epidemic Building After Default
Argentina’s recently declared default has fueled the worst peso route in more than ten years and is pushing the country deeper into recession. In response the country’s growers are hoarding even more of their harvested soybeans which are priced in dollars. As of August 20th Argentina’s farmers have sold only 55% of their record-break
Read moreOlam Ukraine Grain Volume ‘Dried Out’ by Crisis
Olam has announced that volumes from its Ukraine grain business have ‘dried out’ because of escalating conditions surrounding the region’s ongoing political crisis and that reduced grain trading was a major reason that earnings for the company for the April – June quarter were sluggish, posting a 1.5% increase to Sing$48.5 million. S
Read moreCorn Heists Turning Grain Port Into ArgentinaÍs Chicago
Incidents of theft and extortion are on the rise at Argentina’s main port of Rosario causing increased shipping costs, delays at terminals and truckers refusing to transport grain along the delivery route. The situation is threatening the struggling country’s main source of dollar income as central bank reserves are at an eight-year low.
Read moreRabobank: Salmon Industry Tackles Legal and Biological Limits
The salmon industry is expected to continue to see a scenario of undersupply and high prices that has been present since 2012 for at least the next two years according to Rabobank. Increasing global demand and legislative and biological constraints in Norway and Chile will limit supply and support high prices and strong profitability even ta
Read moreRussia Calls on ASEAN to Boost Agricultural Exports
After instituting a ban on western agricultural goods on August 7th from the U.S., the EU, Canada, Australia, and Norway in retaliation to sanctions imposed over actions in Ukraine, Russia is calling on the 11-nation Association of Southeast Asian Nations (ASEAN) bloc to increase agricultural trade to fill the gaps left by the embargos. Russia
Read moreThailand Plans to Grow More Sugar, Swell Global Supply
Thailand, the world’s second biggest sugar exporter plans to increase its acreage dedicated to sugarcane by 128,000 hectares and increase sugar output by as much as 10%. This increase in output by Thailand will put even stronger downward pressure on global sugar prices which are at seven-month lows because of global oversupply. Thailand
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