UPDATED:  18 NOVEMBER 2023

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 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" 

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 LESS OF A CONCERN THAN 1 YEAR AGO
  • Fertilizer
  • Inflation ​​
  • Political situation​​​
  • Cost of production ​is less than one year ago​
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
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.
SITE UPDATES
<< NOVEMBER >>
18 NOVEMBER 23
NEWSLETTER DECEMBER PART I

  • ​Thank you for the renewals and new subscribers this week.

    My father-in-law passed away early Monday morning this week. There was family visitation Monday night and he was put in the family tomb by 9 am Tuesday morning.      

    Not much happens fast in Brazil expect funerals.  

    By Wednesday morning, the family was already fighting over the little estate. 

    In Brazil it is always Novella. Too many emotions way too fast. 

    My son is due back to the USA on Dec 16th. He has been studying abroad this semester. His health is stable with new meds- but they knocked the wind out of him. He has loved the experience in Europe. He has made friends with various world renown cancer researchers over there and visited their labs. He is in his element.

    Thank you to all those who helped make that dream of his come true.  It is truly appreciated. 

    Maria and I have not slept much in recent months worrying about him and anti-Israel protests/War and Brazil family issues. 

    It has been a hell of a year, but it looks like we will survive this one.

    What does 2024 have in store?

    ​Abracos, Kory

​<< ​OCTOBER >>

31 OCTOBER 23
NEWSLETTER NOVEMBER PART IV

  • Mato Grosso land prices


16 OCTOBER 23
NEWSLETTER NOVEMBER PART III

  • Personal observation: Gold and crude oil may define market direction in the coming weeks more so than fundamentals. 


14 OCTOBER 23
NEWSLETTER NOVEMBER PART II

  • Brazil soybean meal special 
​

11 OCTOBER 23
NEWSLETTER NOVEMBER PART I

  • Brazil soy basis Sorriso vs CME.

  • Brazil fertilizer import stats.

  • Mato Grosso 2024 soy and corn bids.

  • Arg 2023 soy seed variety registrations. 

  • Five largest farms in Brazil and their history.


3 OCTOBER 23
NEWSLETTER OCTOBER PART IV

  • Top producing corn counties in Brazil.

  • Update on soybean market.

  • Brazil opens 51 new markets in 2023.

  • Brazil has been shipping out record volumes of soy and corn in September.

I will update Mato Grosso planting pace Friday afternoon.

It has been raining along the BR 163 corridor this week. Spotty yet, but the forecast is for a generalized rain mid-month.

NE Brazil = still dry 

​<< ​SEPTEMBER >>

29 SEPTEMBER 23
NEWSLETTER OCTOBER PART III
​
  • Brazil Real analysis, Mato Grosso planting progress and rain amounts this past week.

​
23 SEPTEMBER 23
NEWSLETTER OCTOBER PART II
ATTACHED ARE THREE FILES.
​
  • 2015-2016 El-Nino review
    Deja vu?

  • FC stone 2015 rainfall data

  • 2015 Informa Global El-Nino Outlook

  • I think it is necessary to review where we were at in 2015 and how things ended up.

    The attached files are for reference, if indeed, we are in a Super El-Nino or equivalent event in the coming months for South America. 

    To date, various regions have received upwards of 100 mm or 4 inches of rain to date. One cannot criticize growers for starting to plant. They know the risks. If they need to replant on Oct 15th- so be it. Cotton growers need to get soybeans into maximize 2nd crop cotton area.

    Corn growers have 30 days, but given low prices and cost of production, we would likely see less corn area no matter the weather to date. 

    Below are some files and data I sent out in December 2015. I will be using these stats as a reference in coming months to compare any rainfall deficit to previous El-Nino's.

    Thank you all


16 SEPTEMBER 23
NEWSLETTER OCTOBER PART I
BACTERIA - MARKETS - CREDIT 
​
  • PS: Thanks for the renewals of late - very much appreciated.

12 SEPTEMBER 23
MATOPIBA STATES
  • In the last ten years, grain production in Matopiba increased by 92%, from 18 million tons (2013/14 harvest) to the current 35 million tons.​

7 SEPTEMBER 23
NEWSLETTER PART III
  • Cleaning up the desktop again.
  • Lots of stats and graphs for those interested in BR and global stuff.

    Little bit for everyone in here.

7 SEPTEMBER 23
​NEWSLETTER PART II
  • Independence Day in Brazil.
  • I am getting caught up again after being down a week due to computer problems.
  • A few comments on Brazil, markets, fertilizer, and the start of planting in Parana state. 


6 SEPTEMBER 23
​NEWSLETTER PART I
  • ​My computer was being worked on last week.  I had to rely on old faithful and all I had access to was the blog.


2 SEPTEMBER 23
BLOG POST
  • I have not written a blog since the beginning of the year.
    This is a summary of the year and a bit of a look ahead.
    Some of you will enjoy reading this format. 

    I will send it along before posting it to the public.

    Have a great weekend
    Kory ​​    ​

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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