mercoledì 12 agosto 2009
martedì 11 agosto 2009
International
(04/20/2009) The government of Republic of Congo (Brazzaville) has offered 25 million acres (10 million hectares) of land to South African farmers in an effort to improve the central African nation's food security, reports Reuters. The area is nearly twice the amount of arable land in South Africa.
Spurred on by the global food crisis, nations in the Middle-east and Asia have begun purchasing agricultural land abroad in order to make-up for a lack of arable land at home. Due to water shortages across the region, Middle-eastern nations like Qatar, Jordan, Kuwait, and Saudi Arabia have turned largely to Africa for thousands upon thousands of hectares of land, while massive populations and dwindling land has led India, South Korea, and China to also buy up farmland overseas. Over two-and-half million hectares in the Democratic Republic of the Congo; half a million hectares in Tanzania; and a quarter of a million hectares in Libya.
Spurred on by the global food crisis, nations in the Middle-east and Asia have begun purchasing agricultural land abroad in order to make-up for a lack of arable land at home. Due to water shortages across the region, Middle-eastern nations like Qatar, Jordan, Kuwait, and Saudi Arabia have turned largely to Africa for thousands upon thousands of hectares of land, while massive populations and dwindling land has led India, South Korea, and China to also buy up farmland overseas. Over two-and-half million hectares in the Democratic Republic of the Congo; half a million hectares in Tanzania; and a quarter of a million hectares in Libya.
martedì 4 agosto 2009
August 4, 2009
"Farmland Is Going To Be One Of The Best Investments Of Our Time"
"I'm convinced that farmland is going to be one of the best investments of our time" Jim Rogers in ContrarianProfits.
"Farmland Is Going To Be One Of The Best Investments Of Our Time"
"I'm convinced that farmland is going to be one of the best investments of our time" Jim Rogers in ContrarianProfits.
domenica 21 giugno 2009
Jim Rogers on farm & agri-commodities
By Jim Rogers Blog.
June 15, 2009
Buy Farmland. The Best Investment Of Our Lifetime.
"I'm convinced that farmland is going to be one of the best investments of our time. Eventually, of course, food prices will get high enough that the market probably will be flooded with supply through development of new land or technology or both, and the bull market will end. But that's a long ways away yet.
June 8, 2009
Why Agriculture Commodities Are The Best Place To Invest
The world has been consuming more than it produced. Food inventories are at a multi-decade low. And we haven't had any bad weather. We had isolated cases of droughts and things. That may never happen again. But if it does, the prices of food would go through the roof. If there is climate change taking place, the best way to participate is through agriculture or through agriculture products. There are many positive things happening. Right now, there is a shortage of everything in agriculture — seeds, fertilisers, tractors, tractor tyres. We have a shortage of farmers because farming has been a horrible business for the past 30 years.
April 15, 2009
Agriculture Commodities
The prices historically are still very depressed, compared with most other commodities. I bought all commodities recently, but I probably bought more agriculture than anything else.
March 3, 2009
Buying Brazilian and Canadian Farmland - CNBC, March, 3 2009
I am buying greenfield land in Brazil and existing farms in Canada and starting to farm it. The funds are clearing the land, fertilizing it, irrigating it and hiring farmers and some day will probably sell the land but that is a remote prospect.
February 28, 2009
Farming, Real Assets. no more Finance and Paper Money
I am the world worst market timer. I just try to be long things that are going to do better than the things that I am short on. By the way the best sector in the world that I know right now is probably agriculture. Everybody should become a farmer. Farming is going to be one of the greatest industries of our time for the next 20 to 30 years.
September 2, 2008
Asked whether the bull run in agriculture-based commodities will be much shorter than metal-based commodities, Rogers said: “With agri commodities, the world is facing a new problem – the inventory of agri-based food products is currently the lowest seen in over 50 to 60 years.“The world has never experienced such a situation. Even in the 1970 when we had a big bull market in agriculture products, the world still had a high food inventory. This time around, we don’t.”
June 15, 2009
Buy Farmland. The Best Investment Of Our Lifetime.
"I'm convinced that farmland is going to be one of the best investments of our time. Eventually, of course, food prices will get high enough that the market probably will be flooded with supply through development of new land or technology or both, and the bull market will end. But that's a long ways away yet.
June 8, 2009
Why Agriculture Commodities Are The Best Place To Invest
The world has been consuming more than it produced. Food inventories are at a multi-decade low. And we haven't had any bad weather. We had isolated cases of droughts and things. That may never happen again. But if it does, the prices of food would go through the roof. If there is climate change taking place, the best way to participate is through agriculture or through agriculture products. There are many positive things happening. Right now, there is a shortage of everything in agriculture — seeds, fertilisers, tractors, tractor tyres. We have a shortage of farmers because farming has been a horrible business for the past 30 years.
April 15, 2009
Agriculture Commodities
The prices historically are still very depressed, compared with most other commodities. I bought all commodities recently, but I probably bought more agriculture than anything else.
March 3, 2009
Buying Brazilian and Canadian Farmland - CNBC, March, 3 2009
I am buying greenfield land in Brazil and existing farms in Canada and starting to farm it. The funds are clearing the land, fertilizing it, irrigating it and hiring farmers and some day will probably sell the land but that is a remote prospect.
February 28, 2009
Farming, Real Assets. no more Finance and Paper Money
I am the world worst market timer. I just try to be long things that are going to do better than the things that I am short on. By the way the best sector in the world that I know right now is probably agriculture. Everybody should become a farmer. Farming is going to be one of the greatest industries of our time for the next 20 to 30 years.
September 2, 2008
Asked whether the bull run in agriculture-based commodities will be much shorter than metal-based commodities, Rogers said: “With agri commodities, the world is facing a new problem – the inventory of agri-based food products is currently the lowest seen in over 50 to 60 years.“The world has never experienced such a situation. Even in the 1970 when we had a big bull market in agriculture products, the world still had a high food inventory. This time around, we don’t.”
mercoledì 27 maggio 2009
Soybeans Supply by Reuters
ANALYSIS-US Soybean supplies shrinking at alarming rate
-->2009-05-19 18:10:34 GMT (Reuters)
By Sam Nelson
CHICAGO, May 19 (Reuters) - A drought in South America, relentless buying of soybeans by China and steady demand from crushers is shrinking U.S. soybean supplies at an alarming rate and unless exports fade, prices could head even higher.
"I don't think some people realize this yet but the drought and China's demand have dramatically changed the dynamics," said Jerry Gidel, analyst for North America Risk Management Inc. "Soybean buyers need to get their needs covered over the next four to six weeks and not wait until August or September this year," Gidel said, of this year's harvest.
"When you figure in about a 650 million bushel loss for South American production and China keeps buying soybeans, you take down the supply pretty fast," said Doug Jackson, analyst for trade house FC Stone, Des Moines, Iowa.
Trade reports on Tuesday said widely followed Memphis-based analytical firm Informa Economics had estimated the U.S. soybean stocks at the current season on Aug. 31 at only 77 million bushels, the lowest in almost 40 years.
"Our thinking is more in line with USDA's 130 million. We think there will be some cancellations of old-crop and a shift to new-crop buying," said Gavin Maguire, analyst for EHedger
"Anything below 100 million bushels is pretty risky and that's more like $13 to $14 soybeans rather than $11 to $12,".
"USDA's current outlook is only a 16 day supply and the lowest in five-years, since 2003/04," said Joe Victor, analyst for Illinois-based research firm, Allendale Inc.
Victor said that a 77 million bushel carryout would be the lowest since 1972 or almost 40 years when the U.S. soy supply totaled only 60 million bushels. A carryout of roughly 75 million would last a week or less.
STOCKS TO USE RATIO AT RECORD LOW
Gidel said the ratio of soybean supplies to the demand for soy--the stocks to usage ratio--will fall to a record low 4.3 percent, assuming the USDA's 130 million bushel carryout is correct. "The previous record was 4.4 percent in 2003/04."
In the 1972-73 marketing year, when the U.S. soy ending stocks fell to only 60 million bushels the ratio was 4.7 percent, Gidel said. "There was a big difference in demand then. In '72-'73 demand was only 1.28 billion and this year it's projected at 3.050 billion," he said.
"We have the smallest carryout in modern history and it's an explosive situation (for the soybean market), if we have any kind of weather problem this year it will just explode," Jackson said.
Content Provided by Reuters.
-->2009-05-19 18:10:34 GMT (Reuters)
By Sam Nelson
CHICAGO, May 19 (Reuters) - A drought in South America, relentless buying of soybeans by China and steady demand from crushers is shrinking U.S. soybean supplies at an alarming rate and unless exports fade, prices could head even higher.
"I don't think some people realize this yet but the drought and China's demand have dramatically changed the dynamics," said Jerry Gidel, analyst for North America Risk Management Inc. "Soybean buyers need to get their needs covered over the next four to six weeks and not wait until August or September this year," Gidel said, of this year's harvest.
"When you figure in about a 650 million bushel loss for South American production and China keeps buying soybeans, you take down the supply pretty fast," said Doug Jackson, analyst for trade house FC Stone, Des Moines, Iowa.
Trade reports on Tuesday said widely followed Memphis-based analytical firm Informa Economics had estimated the U.S. soybean stocks at the current season on Aug. 31 at only 77 million bushels, the lowest in almost 40 years.
"Our thinking is more in line with USDA's 130 million. We think there will be some cancellations of old-crop and a shift to new-crop buying," said Gavin Maguire, analyst for EHedger
"Anything below 100 million bushels is pretty risky and that's more like $13 to $14 soybeans rather than $11 to $12,".
"USDA's current outlook is only a 16 day supply and the lowest in five-years, since 2003/04," said Joe Victor, analyst for Illinois-based research firm, Allendale Inc.
Victor said that a 77 million bushel carryout would be the lowest since 1972 or almost 40 years when the U.S. soy supply totaled only 60 million bushels. A carryout of roughly 75 million would last a week or less.
STOCKS TO USE RATIO AT RECORD LOW
Gidel said the ratio of soybean supplies to the demand for soy--the stocks to usage ratio--will fall to a record low 4.3 percent, assuming the USDA's 130 million bushel carryout is correct. "The previous record was 4.4 percent in 2003/04."
In the 1972-73 marketing year, when the U.S. soy ending stocks fell to only 60 million bushels the ratio was 4.7 percent, Gidel said. "There was a big difference in demand then. In '72-'73 demand was only 1.28 billion and this year it's projected at 3.050 billion," he said.
"We have the smallest carryout in modern history and it's an explosive situation (for the soybean market), if we have any kind of weather problem this year it will just explode," Jackson said.
Content Provided by Reuters.
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