| Kory Melby BR Ag Consultant |
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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.
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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(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
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.
VIP clients love the information flow.
- 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.
<< NOVEMBER >>
NEWSLETTER:
DECEMBER Part III
25 NOVEMBER 22
NEWSLETTER:
DECEMBER Part II
15 NOVEMBER 22
NEWSLETTER:
DECEMBER Part I
ELECTION SPECIAL
6 NOVEMBER 22
While I was writing this, others were sending me updates.
Below is just FYI:
Bolsonario already told the truckers to stop blocking highways. The news is all about football and the transition.
I don't see anything National; just isolated protest.
I was doing some checking. There were no protests yesterday. If nothing happens today, then don't see anything major happening tomorrow. Businesses aren't going to close. Might be protestors on the streets, but it's a work day, so don't see thousands out on the streets.
Again, nothing from the press.
(From 35 year+ American veteran of Brazil)
DECEMBER Part III
25 NOVEMBER 22
- A few stories from the week.
NEWSLETTER:
DECEMBER Part II
15 NOVEMBER 22
NEWSLETTER:
DECEMBER Part I
ELECTION SPECIAL
6 NOVEMBER 22
While I was writing this, others were sending me updates.
Below is just FYI:
Bolsonario already told the truckers to stop blocking highways. The news is all about football and the transition.
I don't see anything National; just isolated protest.
I was doing some checking. There were no protests yesterday. If nothing happens today, then don't see anything major happening tomorrow. Businesses aren't going to close. Might be protestors on the streets, but it's a work day, so don't see thousands out on the streets.
Again, nothing from the press.
(From 35 year+ American veteran of Brazil)
<< OCTOBER >>
NEWSLETTER:
NOVEMBER Part III
30 OCTOBER 22
NEWSLETTER:
NOVEMBER Part II
17 OCTOBER 22
NEWSLETTER:
NOVEMBER Part I
11 OCTOBER 22
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A Tocantins senator is sounding the alarm to Brazil ag business that
there are changes in the wind. The EU is adopting measures to ban imports from deforested areas in the world. This can affect Brazil with regards to beef, soy and corn.
https://twitter.com/KatiaAbreu/status/1579548373707001856?s=20&t=2zUZgu6cFiaEveOfuh6YEQ
This is my conundrum with current election. I would prefer Bolsonaro win as it would be best for "agro-business" and my world. However, with recent up-tick in deforestation numbers, this could come back and bite BR in the BUTT in the future.
Lula would be better for "environment", but would be terrible for "Mega" Agro-business. IBAMA or EPA would be refunded and repopulated with agents and new fines. They would also look the other way with MST or land-less movement and land owners and "business" owners would need to beef up security as the risk of squatters will go up under a new admin. (possible grain export tax in future too) they love taxes.......
One would need to build security towers on all 4 corners of your property or business and "take out" any suspects during the night that would approach.
One will need a "Moat" around your business to keep invaders out. This might be a little exaggerated, but at the very least some roaming alligators would be a nice option if Lula wins.
"Think of a "Jurassic Park" type gate and music playing.
At the moment, it truly is a jump ball.
https://twitter.com/IAPolls2022/status/1579502440679763968?s=20&t=2zUZgu6cFiaEveOfuh6YEQ
If it really is this close, the losing party will find it very difficult to step aside.
I would add that "Lula" is not anti-ag, but he is more anti- "Corporate Ag". He is more for the small guy. Lula was President when Brazil Bio-diesel was started and current rail projects were birthed, but never seem too manifest. This is from the corruption within his party building Olympic stadiums, fake oil fields, and projects to nowhere.
In the USA, think of someone from "Farm Bureau" trying to talk to someone from "NFO"- aka National Farmers Organization. The conversation does not last long as soon there is an argument about policy and they tend to "ARC" one another out. It leads no where......
Kory
* The railroad injunction for the Rumo railroad to proceed out of Rondonopolis has been extended. This is about politics and money- as it always is.
NEWSLETTER:
OCTOBER Part III
01 OCTOBER 22
NOVEMBER Part III
30 OCTOBER 22
- In depth look at Nov 22 and 23 soybeans.
- Election results and comments to follow either tonight or Monday.
NEWSLETTER:
NOVEMBER Part II
17 OCTOBER 22
- Update on elections and BR 163
- Fertilizer stats
- ARG wheat production
- By 2023, Brazil will account for 25% of global beef exports
- Price of JD oil increasing
NEWSLETTER:
NOVEMBER Part I
11 OCTOBER 22
- Some graphics attached showing Brazil competitiveness with
- USA as per soy to China.
- Brazil export totals to date
- 20 year deforestation rates
- Price of MAP
- Freight rates
- Equipment sales
- Article on how China see current political situation
---
A Tocantins senator is sounding the alarm to Brazil ag business that
there are changes in the wind. The EU is adopting measures to ban imports from deforested areas in the world. This can affect Brazil with regards to beef, soy and corn.
https://twitter.com/KatiaAbreu/status/1579548373707001856?s=20&t=2zUZgu6cFiaEveOfuh6YEQ
This is my conundrum with current election. I would prefer Bolsonaro win as it would be best for "agro-business" and my world. However, with recent up-tick in deforestation numbers, this could come back and bite BR in the BUTT in the future.
Lula would be better for "environment", but would be terrible for "Mega" Agro-business. IBAMA or EPA would be refunded and repopulated with agents and new fines. They would also look the other way with MST or land-less movement and land owners and "business" owners would need to beef up security as the risk of squatters will go up under a new admin. (possible grain export tax in future too) they love taxes.......
One would need to build security towers on all 4 corners of your property or business and "take out" any suspects during the night that would approach.
One will need a "Moat" around your business to keep invaders out. This might be a little exaggerated, but at the very least some roaming alligators would be a nice option if Lula wins.
"Think of a "Jurassic Park" type gate and music playing.
At the moment, it truly is a jump ball.
https://twitter.com/IAPolls2022/status/1579502440679763968?s=20&t=2zUZgu6cFiaEveOfuh6YEQ
If it really is this close, the losing party will find it very difficult to step aside.
I would add that "Lula" is not anti-ag, but he is more anti- "Corporate Ag". He is more for the small guy. Lula was President when Brazil Bio-diesel was started and current rail projects were birthed, but never seem too manifest. This is from the corruption within his party building Olympic stadiums, fake oil fields, and projects to nowhere.
In the USA, think of someone from "Farm Bureau" trying to talk to someone from "NFO"- aka National Farmers Organization. The conversation does not last long as soon there is an argument about policy and they tend to "ARC" one another out. It leads no where......
Kory
* The railroad injunction for the Rumo railroad to proceed out of Rondonopolis has been extended. This is about politics and money- as it always is.
NEWSLETTER:
OCTOBER Part III
01 OCTOBER 22
- Update on BR soybean sales
- BR wheat production
- Fertilizer imports
- BRL comments
- Argentina stats
- Technical update on soybean market
<< SEPTEMBER >>
NEWSLETTER:
OCTOBER Part III
01 OCTOBER 22
Oct part III attached:
NEWSLETTER:
OCTOBER Part II
17 SEPTEMBER 22
NEWSLETTER:
OCTOBER Part I
13 SEPTEMBER 22
A thank you to weather experts and old mentors.
OCTOBER Part III
01 OCTOBER 22
Oct part III attached:
- Update on BR soybean sales
- BR wheat production
- Fertilizer imports
- BRL comments
- Argentina stats
- Technical update on soybean market
NEWSLETTER:
OCTOBER Part II
17 SEPTEMBER 22
- Deforestation stats and reality check.
- Fertilizer update.
- 5G in Brazil.
- Illegality and abuse in collecting royalties from patents that have fallen into the public domain.
- Agro is pop: the importance of agro in global development and its investments.
NEWSLETTER:
OCTOBER Part I
13 SEPTEMBER 22
- Update on soybean market after USDA report.
- Brazil needs to pick up the slack again.
- Chart showing Brazil's 130% growth in soybean production over the past 12 crop years.
- Comments on MT corn production
A thank you to weather experts and old mentors.
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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