Provisions in the recently passed U.S. budget bill to restrict the use of imported used cooking oil and tallow to make biofuelwill be good news for oilseeds
D'Arce McMillan
Stories by D'Arce McMillan
Mideast war, U.S. biofuel policy and weather stack more uncertainty on an already stressful year
Canola is being supported by drought conditions and expectations that the old-crop carry-in to the new crop year would smaller than normal
War between Israel and Iran forced oil prices higher last week, but had only modest impact on crop prices.
Weather less than ideal in many wheat-growing regions
Weather issues are throwing into question forecasts for a record large global wheat crop this year, but wheat futures markets remain cautious.
Long-term forecasts for hot, dry summer are worrisome
Generally, weather models predict a growing season that is warmer and drier than normal through much of central North America. That is not a guarantee of lower yields, but it is worrisome.
Weather temporarily lifts wheat but damage not confirmed
Canada has the potential to post a new record for wheat exports this crop year, and the outlook for next year might look a little brighter as crop problems develop in other countries.
Trade, biofuel policies continue to influence crop markets
Recent American trade and biofuel policy developments are moving agricultural markets, while producers on both sides of the 49th parallel hope forecasts for rain this week prove accurate.
Could rising beef price allow fake meat to stage comeback?
The Canadian and American beef herds have shrunk to the lowest levels in decades, and that is forcing cattle and beef to record prices.
There is more canola in bins than what industry thought
It appears that once again, the assessment of canola production will prove to be an under-estimate, continuing a multi-year trend.
Wheat price likely to remain weak unless corn shock occurs
Chances for a spring rally in wheat prices appear slim, and the best chance for changing that outlook might depend on another crop: corn.
Ag markets find new trade levels following tariff shocks
Uncertainty caused by tariffs remains the dominant force in global markets, but the initial shock and price gyrations are settling down.
