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I don’t see too many free columns from good old Jurgens anymore, but they’re always worth a read. Comments on coffee, cocoa, sugar, and cotton. I love reading takes from these old-time commodity traders, as they provide good, rational perspectives. Plus always amusing to see how baffled they are at the circus these markets have […]
Full article Summary: UN says world food production must increase by 60% over next 20 years to meet demand Grain and meat production is extremely water intensive – many areas in the world do not have the excess water to ramp up grains and meats Brazil will be the key – it has 23% of […]
Full story Summary: Kerr believes a sharp correction could arrive at anytime Corn prices are likely to remain high as long as the US gov’t continues to subsidize ethanol Longer term, the bull market in ag commodities should continue for some time
What to make of the ’08 soft commodity rally? Things have happened so fast – even I’m not sure in the short term. I still believe that the long-term case (next 5-10 years) is firmly in place. Rising demand and limited supply will take time to fix – and by that time, most of the […]
Article in today’s Daily Wealth about how the bull market in commodities is hurting the fortunes of food companies. Summary: Gov’t mandates for corn-based ethanol have driven up all grain prices For the forseeable future, consumers will pay more for food The stock prices of food producers have been hammered, as they struggle to deal […]
Over at Agora, commodities guru Kevin Kerr listed his hot commodities for ’08. In short, he likes the soft commodities – especially cocoa, coffee, and sugar. Both coffee and sugar have been pushing higher over the past couple of weeks. I picked up another sugar contract this morning in an attempt to pyramid this rise. […]
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