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UPDATED: 24 OCT 2020
Kory Melby'sBrazilian 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.
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.
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Agribusiness grows 3.8%
and represents 21% of Brazilian GDP in 2019, says CNA
and represents 21% of Brazilian GDP in 2019, says CNA
OCTOBER
NEWSLETTER:
November Part I
24 OCT 2020
NEWSLETTER:
October Part lIl
4 OCT 2020
SEPTEMBER
NEWSLETTER:
October Part ll
26 SEPT 2020
GOOD READS: Brazil’s Agricultural Competitiveness
24 SEPT 2020
SPECIAL EDITION
20 Years: Mato Grosso Then and Now
17 SEPT 2020
NEWSLETTER:
October Part l
9 SEPT 2020
BLOG:
1 SEPT 2020
I've given her all she's got Captain
AUGUST
NEWSLETTER:
SEPTEMBER PART III
23 AUG 2020
NEWSLETTER:
SEPTEMBER PART II
16 AUGUST 2020
GOOD READS: SOYBEANS
7 AUG 2020
NEWSLETTER:
SEPT PART I
4 AUGUST 2020
NEWSLETTER:
November Part I
24 OCT 2020
- Many pieces to the Jigsaw puzzle.
NEWSLETTER:
October Part lIl
4 OCT 2020
- Oct part III newsletter has been sent out. Included are 20 year soybean price stats, highest $$ grossing ag counties in Brazil, Arco-Norte export stats, and a few thoughts on soybean market as well as comments on weather, planting and what it all means.
SEPTEMBER
NEWSLETTER:
October Part ll
26 SEPT 2020
- Here are some recent updates regarding record prices in Brazil, crop input costs, port volumes, Mato Grosso costs of production and a few technical comments on soybean market.
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.
NEWSLETTER:
October Part l
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 2020
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 AUG 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 AUG 2020
- Soybean Transportation Guide Brazil 2019
Agricultural Marketing Service
NEWSLETTER:
SEPT 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.
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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