|
|
UPDATED: 24 SEPT 20
Kory Melby's Brazilian Ag Consulting Services
Kory Melby
Welcome to my website; started in January 2001..
Nineteen 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).
|
Drop me a note if you have any questions.
|
(references available upon request)
|
** To learn more about Ag in Brazil, be sure to check out the "Good Reads" page.
UPDATES and EVENTS
Only major updates, mailouts and notices are posted here. Daily send-outs to subscribers covering Ag, both in Brazil and Argentina, are not noted.
Follow Kory
on Facebook |
Agribusiness grows 3.8% and represents 21% of Brazilian GDP in 2019, says CNA
SEPTEMBER
GOOD READS: Brazil’s Agricultural Competitiveness
24 Sept 2020
Recent Growth and Future Impacts Under Currency Depreciation and Changing Macroeconomic Conditions
SPECIAL EDITION
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.
I hope it stands the test of time.
A few others saw my posts on social media and asked when am I sending it out?
So here it is. Let me know what you think - Feedback welcome.
Enjoy
NEWSLETTER:
October Part 1
9 Sept 2020
Given that SX 20 is sniffing around the 9.80-9.82 level today, I figured I had better button up this newsletter up and send it out.
I will update as things unfold in the coming weeks.
BLOG: 1 Sept
I've given her all she's got Captain
When I think ahead to the 2021 crop year for Brazilian farmer, I cannot help but think of Scotty in an old Star Trek episode: "I've given her all she's got Captain."
I must say I am most impressed with Brazil ports this past season. They pumped out 70 mmt of soybeans in record time - even with Covid.
The Northern Arc ports keep taking market share from the south. (MORE)
AUGUST
NEWSLETTER:
SEPTEMBER PART III
23 AUGUST 2020
An update on BRL, new crop soybean contracts, Brazil production potentials, technical update on soybeans, lower Brazil freight rates and a special on
Brazil's largest farm success with regards to production and environmental issues.
NEWSLETTER:
SEPTEMBER PART II
16 AUGUST 2020
Mato Grosso percent soy and corn sold and soybean cash flows, Rumo and VLI rail volumes, Nutrien buys two fertilizer plants in Goias, and a deeper dive into last week's Conab numbers. Railroad projects abound everywhere.
GOOD READS: SOYBEANS
7 AUGUST 2020
Soybean Transportation Guide Brazil 2019
Agricultural Marketing Service
NEWSLETTER:
SEPTEMBER PART I
4 AUGUST 2020
I have included an update on Mato Grosso corn and cotton yields. An update on MT and Brazil soybean crush rates. I also have included an article that comments on the Rumo expansion in Mato Grosso and where the tracks will go. I have stats on Cofco and Chinese warehouse expansion in MT. Brazil is also seeking international investment for the "Grain railroad" at the same time. Gran Rosario port is the most important ag port in the world with export stats.
JULY
NOVA MUTUM, MATO GROSSO
28 JULY 2020
Added to site
BRAZIL RAILROADS
FERROGRAO (GRAIN RAILROAD)
29 JULY 2020
Updated
NEWSLETTER:
AUGUST PART III
24 JULY 2020
There has been a plethora of new info this week. I will send out August part III earlier than I expected too. Updates on soy and corn prices and corn ethanol production until 2028. I also have railroad updates and fertilizer sale stats included. Cotton area for 2021 will be smaller which means more 2nd crop corn. Also included are some irrigation stats.
NEWSLETTER:
AUGUST PART II
19 JULY 2020
The Brazil Federal Audit Court has received the concession for the Grain Railroad from Sinop to Mirituba. The percentage of grain moving North vs South keeps increasing. Comments on observations on the soybean market with updated charts.
ETHANOL MILLS BRAZIL:
14 JULY 2020
President of Brazil to Visit New Ethanol Mills in Mato Grosso 1 Aug 2020.
NEWSLETTER:
AUGUST PART I
11 JULY 2020
2nd crop corn update and stats, China is Brazil's #1 trading partner, 4G internet in Mato Grosso being installed, Ag aviation stats and also an update on farmers pricing 2022 corn in Mato Grosso.
NEWSLETTER SUBSCRIBER:
Testimonial
6 JULY 2020
NEWSLETTER:
JULY PART III
3 JULY 2020
Here are a few updates with a new Chinese bank in Brazil, BRL and soybean prices comments, and much talk about Rumo and Brazil logistics.
More 2nd crop corn reports out of Mato Grosso.
GOOD READS: Brazil’s Agricultural Competitiveness
24 Sept 2020
Recent Growth and Future Impacts Under Currency Depreciation and Changing Macroeconomic Conditions
SPECIAL EDITION
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.
I hope it stands the test of time.
A few others saw my posts on social media and asked when am I sending it out?
So here it is. Let me know what you think - Feedback welcome.
Enjoy
NEWSLETTER:
October Part 1
9 Sept 2020
Given that SX 20 is sniffing around the 9.80-9.82 level today, I figured I had better button up this newsletter up and send it out.
I will update as things unfold in the coming weeks.
BLOG: 1 Sept
I've given her all she's got Captain
When I think ahead to the 2021 crop year for Brazilian farmer, I cannot help but think of Scotty in an old Star Trek episode: "I've given her all she's got Captain."
I must say I am most impressed with Brazil ports this past season. They pumped out 70 mmt of soybeans in record time - even with Covid.
The Northern Arc ports keep taking market share from the south. (MORE)
AUGUST
NEWSLETTER:
SEPTEMBER PART III
23 AUGUST 2020
An update on BRL, new crop soybean contracts, Brazil production potentials, technical update on soybeans, lower Brazil freight rates and a special on
Brazil's largest farm success with regards to production and environmental issues.
NEWSLETTER:
SEPTEMBER PART II
16 AUGUST 2020
Mato Grosso percent soy and corn sold and soybean cash flows, Rumo and VLI rail volumes, Nutrien buys two fertilizer plants in Goias, and a deeper dive into last week's Conab numbers. Railroad projects abound everywhere.
GOOD READS: SOYBEANS
7 AUGUST 2020
Soybean Transportation Guide Brazil 2019
Agricultural Marketing Service
NEWSLETTER:
SEPTEMBER PART I
4 AUGUST 2020
I have included an update on Mato Grosso corn and cotton yields. An update on MT and Brazil soybean crush rates. I also have included an article that comments on the Rumo expansion in Mato Grosso and where the tracks will go. I have stats on Cofco and Chinese warehouse expansion in MT. Brazil is also seeking international investment for the "Grain railroad" at the same time. Gran Rosario port is the most important ag port in the world with export stats.
JULY
NOVA MUTUM, MATO GROSSO
28 JULY 2020
Added to site
BRAZIL RAILROADS
FERROGRAO (GRAIN RAILROAD)
29 JULY 2020
Updated
NEWSLETTER:
AUGUST PART III
24 JULY 2020
There has been a plethora of new info this week. I will send out August part III earlier than I expected too. Updates on soy and corn prices and corn ethanol production until 2028. I also have railroad updates and fertilizer sale stats included. Cotton area for 2021 will be smaller which means more 2nd crop corn. Also included are some irrigation stats.
NEWSLETTER:
AUGUST PART II
19 JULY 2020
The Brazil Federal Audit Court has received the concession for the Grain Railroad from Sinop to Mirituba. The percentage of grain moving North vs South keeps increasing. Comments on observations on the soybean market with updated charts.
ETHANOL MILLS BRAZIL:
14 JULY 2020
President of Brazil to Visit New Ethanol Mills in Mato Grosso 1 Aug 2020.
NEWSLETTER:
AUGUST PART I
11 JULY 2020
2nd crop corn update and stats, China is Brazil's #1 trading partner, 4G internet in Mato Grosso being installed, Ag aviation stats and also an update on farmers pricing 2022 corn in Mato Grosso.
NEWSLETTER SUBSCRIBER:
Testimonial
6 JULY 2020
NEWSLETTER:
JULY PART III
3 JULY 2020
Here are a few updates with a new Chinese bank in Brazil, BRL and soybean prices comments, and much talk about Rumo and Brazil logistics.
More 2nd crop corn reports out of Mato Grosso.
Kory's Services
Private consulting services for Hedge funds, private investors and agricultural organizations needing boots-on-the-ground information and analysis.
|
Covers Brazil's ag sectors offering analysis and relevant, timely information. Emailed monthly directly to your inbox.
|
Organized and guided ag tours for professionals in the ag sector or ag tourist seeking hands-on experience to better understand ag in Brazil.
|