UPDATED:  15 FEBRUARY 2024

Kory's Brazil Ag Consulting Service Keeping International Clients informed about Ag in Brazil and Argentina since January 2001

Kory Melby Brazil Ag ConsultantAbout Kory Melby

Twenty three years ago, when I first started my Brazil research and adventure, I was looking for someone like myself to help me understand the dynamics of the Brazil market place better. With much assistance from Brazilian and American friends, this site continues to evolve and grow.
​(UPDATE: KORY'S 22 YEARS IN BRAZIL)

My VIP Consulting Services and Ag Investment Tours are for those wanting to understand Brazil's Ag sectors while meeting specific business objectives of international professionals. I have led investment and agricultural groups from the USA, Canada, UK, Africa and China to see first hand Brazilian Agriculture (Argentina as well). 
Click for Kory's Ag Brazil Consulting Services
Contact me
​ if you have any questions. ​
(references available
​upon request)

**  To learn more about Ag in Brazil, go to  "Good Reads" 

TESTIMONIAL:
​​
Thoroughly enjoying my Newsletter subscription.  The diverse assortment of material that you send out from week to week is outstanding.  Keep them coming!

Rich
​Apr 2021
TOP 12 THINGS I AM MONITORING IN BR
UPDATED: 18 NOV 23
  • Brazil economy in recovery
  • Ag tech expansion – machinery and robotic planters. 
  • Ag equipment demand rebounding 2nd half 23. 
  • Biofuel blend, going from 10% to 15%.
  • Railroad implementation throughout Brazil.
  • Expansion of corn ethanol in Brazil. ​​
  • Drought Watch. (new)
  • BRL FX.
  • Expansion of Biological crop inputs. 
  • Changes in environmental policies. 
  • Ag tech in Ag credit. ​
  • Fuel prices on the rise
  • Soybean and corn prices for 2024 ​
TOP 5 THINGS OF LESS
CONCERN THAN 1 YEAR AGO
  • Fertilizer
  • Inflation ​​
  • Political situation​​​
  • Cost of production ​is less than one year ago​
Newsletter, Mail Outs & ​Site Updates
I send out many anecdotal links, articles, and contemporary hot button items of interest on a daily basis to VIP clients.

  • Global fertilizer stats and seminars that influence the global dynamic and not just Brazil.

  • The Russia/Ukraine situation and how it affects China and global exports on a daily basis.
    ​
  • On a busy day, when markets are moving, I can send out up to 15 updates in a given day.

VIP clients love the information flow.
UPDATES

​<< September >>
4 Sept 2024

NEWSLETTER Sept part III                                            

​Technical thoughts on soybean market into end of the year 


​                                           <<Aug>>
------------------------------------------------------------------------------

28 Aug 2024

NEWSLETTER Sept part II

A historical look at Brazil climate at this time of year.

21 Aug 2024

NEWSLETTER Lots of stats Sept part I

9 Aug 2024

NEWSLETTER ​ August special Mato Grosso 2025 soy price bid sheets by city and update on August dates. 


3 Aug 2024

NEWSLETTER ​ August part IV

Comparing Sorriso, Mato Grosso soy and corn prices Aug 1, 2023 vs Aug 1, 2024
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​
                                     << July >>
27 July 2024

NEWSLETTER ​ August part III

A follow up on the Brazilian acreage increase since pandemic

Three Chinese cotton pickers in Mato Grosso. 
​

19 July 2024

NEWSLETTER ​ August part II

Brazil adds 25 million acres in five years
Mato Grosso cashflows for 2025
Export pace

​18 July 2024

NEWSLETTER ​ August part I

Grasping at straws attached
A look at 60 year cycle 
​

4 July 2024

NEWSLETTER ​ July part II

BR Biological special 


                                           
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                                           << June >>
​23 June 2024

NEWSLETTER ​ July part I

Some thoughts on soybeans 


9 June 2024

NEWSLETTER  June supplemental 

Rice, soy, new taxes, BRL



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                                         <<May>>
27 May 2024 

NEWSLETTER  June part III
​
  • IMEA Mato Grosso special
  • GDP AG
  • 2032 MT outlook soy, corn, and cotton
  • Shipping costs
  • Breakdown by crop and reserve area 


18 May 2024
​
NEWSLETTER  June part II

  • June part II newsletter sent out. 8 year Conab analysis comparing soy and 2nd corn area, production and productivity nationally and by state- mainly comparing bad year to bad year or El-Nino to El-Nino so we can better prepared for the next one. 2016 vs 2024

17 May 2024

NEWSLETTER  June part I
​
  • Some thoughts on the soybean market 


10 May 2024

NEWSLETTER  May part III

  • Comparing 2024 to 2016 production


                                            <<April>>
 ----------------------------------------------------------------------------------

28 April 2024

NEWSLETTER  May part II

  • 2025 soybean cost of production and a few other
      comments. 
  • Ribeirão Preto national ag show this week.
  • I am sure there will be many news items from there this week. ​

13 April 2024 

NEWSLETTER  May part I 

  • Brasilian Hold'em

​6 April 2024

NEWSLETTER April part II
​
  •  Looking at the bigger picture as per Brazil soybean area

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​                                        << March >>
22 March 2024 

NEWSLETTER April part I

  • 8 years low to low in soybeans 


​12 March 2024
In Memory of Gene Whitmer                                
https://brazilintl.blogspot.com/2024/

5 March 2024

NEWSLETTER MARCH  PART III

  • Long term Soybean economics 

24 FEBRUARY 2024
NEWSLETTER MARCH  PART II

  •  "Soybean technical update and some notes to myself"

15 FEBRUARY 2024
NEWSLETTER MARCH  PART I

  • "Thinking outside the box."

9 FEBRUARY 2024
NEWSLETTER FEBRUARY  PART III

  • Post report comments, USA weather, and market comments for the next 8-24 weeks.

2 FEBRUARY 2024
NEWSLETTER FEBRUARY  PART II

  • Brazil cotton, Northern arc volumes, largest farmers in Brazil, and AI Ag 5.0
<< JANUARY >>
20 JANUARY 2024
NEWSLETTER FEBRUARY  PART I

  • 10 largest producers in Brazil
  • Update on crop sizes
  • Important dates to watch
  • Northern ARC 2023 export volumes 

13 JANUARY 2024
NEWSLETTER JANUARY PART III

  • Post report rant

11 JANUARY 2024


7 JANUARY 2024
NEWSLETTER JANUARY PART II

  • Some pre-report comments and precipitation data.

    Let us see where the market is by the close Friday Jan 12th. 
<< DECEMBER >>
29 DECEMBER 23
NEWSLETTER JANUARY PART I

  • End of the year thoughts.

    Thank you all.

    Happy New Year, Kory.


19 DECEMBER 23
NEWSLETTER DECEMBER PART III

  • "Tell me lies"

    This is the last one for 2023.
    Next one will be January 2024.
    It might be out the last week of Dec. 

    I will be working through the holidays.

    Updates could come at anytime. 

    We are in a weather market.

    Soybean market seems like a "Push" here. I want to be bullish, but it seems like the potential 15-20 mmt loss in Brazil is offset by the 20 mmt expected increase in Argentina for the year ahead.

    Uruguay and Paraguay are also looking good.

    Those who are trying to predict how the Argie farmer will market his/her grain in 2024 are playing a fool's game. Nothing is certain in ARG in the coming months.

    Just because they may produce 50 mmt of soy in 2024 does not mean they sell it all in 2024. "Fear of the future" makes the brain do funny things. Remember, soybeans in ARG and BR are  "Hundred dollar bills today"; corn and other crops are not.

    The extension of the soybean planting date for MT until January 13th could throw a curve ball into our analysis of final planted area and production.

    Soy/soy will look like a first crop of soy. This was common pre-2005 and Asian rust. Asian rust in a non-issue in a drought-too hot too for fungus. 

    New rule book, new game, and new dealer is throwing the cards.

    In Mato Grosso, the dealer is now hitting on soft 17's.

    Can the dealer turn over a "4 of Diamonds" by March?

    Stay tuned.

    Happy Holidays, Kory.


12 DECEMBER 23
RIO VERDE, GOIAS UPDATED 


10 DECEMBER 23
AG CROPS BRAZIL - USDA ANNUAL PRODUCTION


9 DECEMBER 23
ARCO NORTE PORTS UPDATED


8 DECEMBER 23
NEWSLETTER DECEMBER PART II

  • Pulling it all together.

​
​6 DECEMBER 23
Ethanol Mills Brazil Updated 

Kory's Services

​VIP CONSULTING
Private consulting services for Hedge funds, private investors and agricultural organizations needing boots-on-the-ground information and analysis.
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​NEWSLETTER​
Covers Brazil's ag sectors offering analysis and relevant, timely information. Emailed monthly directly to your inbox.



​
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AG INVESTMENT TOURS
Organized and guided ag tours for professionals in the ag sector or ag tourist seeking hands-on experience to better understand ag in Brazil.

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