Final export graphs for BR soy and corn 2019 vs 2020
Conab Wednesday morning
JANUARY PART II 1 JAN 2021
Five-year crop comparison Brazil vs Argentina.
Update on foreign land ownership debate
Op-Ed criticizing the "Grain Railroad" project for Mato Grosso.
JANUARY PART I 25 DEC 2020
What if Conab and USDA fool us in January?
Updated BR fertilizer stats.
For those watching Rumo railroads, Rumo shipped less corn and more soybeans compared to same timeframe from 2019 to 2020. Main reason: corn ethanol; Secondary reason: Northern Arc shipments.
DECEMBER PART II 1 DEC 2020
History of the mega farm mergers of Mato Grosso.
Comments on Argentina situation and amount of crops yet to sell.
General crop comments and weather forecast.
You have a newsletter I understand, completely. I like your audio reports. Your chart of Brazilian price of beans and US price of beans is excellent, a picture is worth a thousand words.
I like everything else you send.
Raise your fee, you earned it
Thanks, DK in ND
Kory, I just wanted to thank you for all newsletters and information that you send! I especially enjoyed reading the newsletters every month and learned so much about agricultural and Brazil from those newsletters.
In reading the newsletters, I learned about what happened with your son and the program at Harvard… unfortunately (or fortunately) for me, I was the net beneficiary of situation like that with MBA admissions. Due to the restrictions with VISAs, internationals cannot attend this fall (at least in person) and programs were thus desperate for people who had international experience but can still enter the United States, so expats. I’m still negotiating, but will be either attending University of Virginia or Carnegie Mellon this fall.
Anyway if there is anything I can do for you, let me know! My contact information is below… I’m flying back to Minneapolis tonight.
Brazilian Management Consultant
Thank you so much for these newsletters! They are very insightful.
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