UPDATED: 23 MAR 2023

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

About Kory Melby

Twenty 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).

CORN

Contact me
if you have any questions.

(references available
upon request)

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

Top 10 things I am monitoring in BR.

Slowing Brazil economy.
Ag tech expansion – machinery and robotic planters.
Ag equipment demand slowing.
Biofuel blend, going from 10% to 15%.
Railroad implementation throughout Brazil.
Expansion of corn ethanol in Brazil.
BRL FX.
Possible grain export tax in the future.
Changes in environmental policies.
Ag tech in Ag credit.

Top 5 things less of a concern than 1 year ago.

Fertilizer
Inflation
Fuel prices
Drought
Cost of production

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

TESTIMONIALS

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

<< MARCH >>

23 MAR 23
NEWSLETTER APR 2023 PART II

Updated comments on soybean sell off.
Fertilizer data.
Export data
Mato Grosso soybean margins for 2024

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President Lula is headed to China next week with a group of BR AG and industry heavy hitters.

A new "Food" world order is forming.
Kory

16 MAR 23

RAILROAD: FICO UPDATE

14 MAR 23
NEWSLETTER APR 2023 PART I

Morning chatter out of Tocantins, where buyers are swamped with soybeans and do not even want to talk about corn market in 2023.
There will be "a lot" of corn on the ground later this year.
Internal basis remains weak because of lack of storage and expensive freight at the moment. Also wet roads making things difficult. But, bottom line, a HUGE northern Brazil bean crop; best ever I think.

10 MAR 23

AG TERMS AND ORGS - ANEC
National Association of Grain Exporters

4 MAR 23

AG TERMS BRAZIL - CNA: BRAZILIAN FARMERS

<< FEBRUARY >>

24 FEB 23:

MATOPIBA Fastest growing ag region in Brazil.

19 FEB 23:

NEWSLETTER: MAR 2023 PART 1)

Argentina Black Swan - Last week, Argentina went from record high temps for Feb to record lows for Feb in THREE DAYS.

12 FEB 23

NEWSLETTER: Special mail out analyzing the old soybean markets.
Of Brazil's 100 top Agribusinesses, 7 are located in Goias. Check them out.

5 FEB 23

NEWSLETTER: FEB 2023 PART III
A potpourri of various slides that I found of interest.
I will be watching the soy market for a possible change of trend late in the week into Feb 13th. (this could last until March 2nd time frame)

Once a top is put in, I expect 6 weeks or more of weakness.

If we rally this week, look for a top.

I will be watching soy meal and March and May beans for clues.

Nov beans seem caught in the middle for now.

If SX23 can trade 13.80, a check of 13.99 is likely.

Not sure the Chinese balloon means much. If USA has become afraid of balloons, not much to say - the country is more stupid than I can comprehend.

With the thousands of satellites that everyone has above us and artificial intelligence being developed, we need not worry
about balloons.

Have a great week, Kory