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UPDATED: 12 MAY 2021
Kory MelbyBrazilian Ag Consulting Services
Kory Melby
Welcome to my website; started in January 2001.
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.
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).
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Drop me a note if you have any questions.
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(references available upon request)
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** To learn more about Ag in Brazil, be sure to check out the "Good Reads" page.
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
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
LATEST BRAZIL AG NEWS
Major Mailouts to Clients and Ag News Updates
JUNE
NEWSLETTER:
JUNE PART I
15 MAY 2021
MAY
CROPS: CORN - Map
12 MAY 2021
AUDIO UPDATE
12 MAY 2021
AUDIO UPDATE
11 MAY 2021
AUDIO UPDATE
10 MAY 2021
NEWSLETTER:
MAY PART II
2 MAY 2021
This was written about the time of Hillary's missing emails, thus the political reference.
Also, IMEA started using remote sensing at this time and they had sharply higher planted area of 2nd crop corn compared to Conab at the time.
Conab later came UP TO IMEA numbers in later reports.
It is more so the % loss I am trying to relay and not the exact numbers and there were wide discrepancies back then.
Kory
July 2016
Well, wow
This year has been a painful lesson for all the young Jedi´s that thought predicting Brazil crop size was easy. Just a few months ago, we had Brazil respected consulting firms calling for 61 mmt of 2nd crop corn. Now it is 43 mmt. Here is a hint. You do not grow bumper soy and corn crops on 1200 mm or rain per year. Kinda takes 2400 mm + then you can get really optimistic on crop size. People forget that just a short 6 years ago, Mato Grosso was on deck to produce 10 mmt of corn. It stopped raining in April, and the crop was barely 6 mmt. I will never forget that. MT had 5 bumper crops in a row. It was time for a correction. But, MT coming in at 20 mmt last year and 15.6 mmt this year is reasonable to me. That is just farming. What continues to blow my mind is this missing 700,000 ha of corn !!!! from Conab to IMEA??? Who is right???? I am thinking IMEA is closer to right, but why can´t these agencies get their ducks in a row? In a year like this of shortage, they are creating their own disasters with DATA !!!!
From year to year, from IMEA to Conab we now have 10 million missing tons of corn !!!!!!!!!!! 360 million bushels missing ????!!!!! does Hillary have them? FBI? Venezuela????
NEWSLETTER:
JUNE PART I
15 MAY 2021
- Overview of the US dollar and BRL
- Technical update of SX 21
- Opening of Abuna bridge in Acre state: gateway to the Pacific
- Weekend pro-government rally in Brasilia
- Video comments on Stine seeds in Lucas do Rio Verde- English
MAY
CROPS: CORN - Map
12 MAY 2021
AUDIO UPDATE
12 MAY 2021
- Situational comments on corn harvest.
- Audio from Western Parana.
AUDIO UPDATE
11 MAY 2021
- Just got another audio in Portuguese.
He is thinking 2nd crop corn could be down to the "50s" MMT uhhhgggg
a limiting factor is that producers had good luck with summer varieties, planting them as a 2nd crop the past two years.
The market is using high yield potential varieties that do well with high rainfall and putting them in a 2nd crop high stress environment is not good.
This year's added stress shows up with yield losses.
Other limiting factors are soil structure and lack of organic material.
Also insects and lack of resistance with these varieties and lack tropical tolerance.
Also fertilization only broadcast on top. Roots do not have the nutrients to work with when short on water.
AUDIO UPDATE
10 MAY 2021
- Mato Grosso Corn Comments
NEWSLETTER:
MAY PART II
2 MAY 2021
- Breakdown of 2nd crop corn potential and comparison to 2016
- New Non GMO soy resistant to bugs and rust from Embrapa
- Land price trends in Brazil
This was written about the time of Hillary's missing emails, thus the political reference.
Also, IMEA started using remote sensing at this time and they had sharply higher planted area of 2nd crop corn compared to Conab at the time.
Conab later came UP TO IMEA numbers in later reports.
It is more so the % loss I am trying to relay and not the exact numbers and there were wide discrepancies back then.
Kory
July 2016
Well, wow
This year has been a painful lesson for all the young Jedi´s that thought predicting Brazil crop size was easy. Just a few months ago, we had Brazil respected consulting firms calling for 61 mmt of 2nd crop corn. Now it is 43 mmt. Here is a hint. You do not grow bumper soy and corn crops on 1200 mm or rain per year. Kinda takes 2400 mm + then you can get really optimistic on crop size. People forget that just a short 6 years ago, Mato Grosso was on deck to produce 10 mmt of corn. It stopped raining in April, and the crop was barely 6 mmt. I will never forget that. MT had 5 bumper crops in a row. It was time for a correction. But, MT coming in at 20 mmt last year and 15.6 mmt this year is reasonable to me. That is just farming. What continues to blow my mind is this missing 700,000 ha of corn !!!! from Conab to IMEA??? Who is right???? I am thinking IMEA is closer to right, but why can´t these agencies get their ducks in a row? In a year like this of shortage, they are creating their own disasters with DATA !!!!
From year to year, from IMEA to Conab we now have 10 million missing tons of corn !!!!!!!!!!! 360 million bushels missing ????!!!!! does Hillary have them? FBI? Venezuela????
SPECIAL EDITION
20 Years: Mato Grosso Then and Now
17 SEPT 2020
20 Years: Mato Grosso Then and Now
17 SEPT 2020
- 20 years - It seems like yesterday.
This came together quite fast this week. I sent an early draft to a few with Bras-Americanos experience to which they offered a few suggestions and a thumbs up.
Kory's Services
Private consulting services for Hedge funds, private investors and agricultural organizations needing boots-on-the-ground information and analysis.
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Covers Brazil's ag sectors offering analysis and relevant, timely information. Emailed monthly directly to your inbox.
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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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