Michael Ferrari

Reduced Yield Potential for U.S. Corn, Soybeans

Our forecast right now is for a short growing season. Not necessarily early frost, but still cool enough late season temps to shut down plant physiology and limit yield potential. The pain felt in grains markets for the current US crop us not over yet.

World Grain Markets at a Critical Point

@nick: agreed. but that has already been priced in for a little while now

World Grain Markets at a Critical Point

You both could not be more incorrect (at the point of being laughable). If you follow grains markets, or any other ag market daily, weather especially during this time of year does in fact drive the market every session. A breakdown of 10 regions is only scratching the surface - thorough analysis looks focuses on a least twice that amount, and usually much more. And while this column might be light (as if should be for this forum), but it is only a snapshot of the type of analysis that nearly all grains traders look at every day. Further, amatuerish statements like 'weather patterns (that affect crop development) are unpredictable' highlight the lack of knowledge about these markets and their drivers.