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March 2018
The main feature this month is an analysis of the overall trends in China's agriculture. China now imports about 15% of its agricultural commodity needs and because of its huge population is now the world's largest importer of agricultural commodities. As prosperity increases there seems no doubt China will continue to dominate world trade in many commodities.

ECONOMIC OVERVIEW looks at the imbalances created by the low interest rate era and possible financial dangers this has created.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

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February 2018
The main feature this month is an analysis of the world coarse grain market with particular emphasis on the trends in consumption and stocks, especially in China. Of special note is the fact that world consumption is continuing to increase at a slightly faster rate than production and this will eventually lead to a squeeze on supplies if it continues.

ECONOMIC OVERVIEW looks at the rapid development of electric vehicle (EV) technology and its adoption with China now the largest world market for EVs.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

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January 2018
The main feature this month is an analysis of the world sheep meat market trends with special emphasis on Australia, New Zealand (NZ) and China. Australia has emerged as the dominant force in the world sheep meat trade ahead of NZ. Together they are effectively the only significant source of sheep meats for importers.

ECONOMIC OVERVIEW looks at the structure of some of the financial statistics of the developed world and the fears of some about the structure's ability to handle another financial crisis.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

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December 2017

The main feature this month is a more detailed analysis of the trends in the cattle and beef industries in India, the EU, Australia, Japan, South Korea, Argentina, NZ and Russia. These countries are the remaining major players in the world beef market.

ECONOMIC OVERVIEW looks at the demand for agricultural products by China and the massive market that China provides for many of Australia's agricultural exports.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.


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November 2017

 The main feature this month is a more detailed analysis of the trends in the cattle and beef industries in the USA, Brazil and Greater China. These three countries are the major exporters and importers of quality beef and their trends have a major influence on world markets.

ECONOMIC OVERVIEW looks at the rapidly developing use of new technologies in agriculture as well as some of the innovations being developed for the future.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

 


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October 2017

The main feature this month is an analysis of the trends in the world cattle and beef industries including the first USDA forecasts for 2018. The analysis looks at the world trends and the trends in the major producing, exporting and importing countries.

ECONOMIC OVERVIEW looks at the economic uncertainty in most economic commentators' minds as to the options for Central Banks and Governments to handle any future period of recession. Although the next 2 year's world GDP growth is forecast to be a little stronger, there is no conviction that this recovery will last long enough for the over indebted countries to readjust.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

 

 


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September 2017

The main feature this month is an analysis of the trends in the world canola industry as well as an analysis of the trends in the major producing, importing and exporting countries.

ECONOMIC OVERVIEW looks at the massive investment in Chinese infrastructure designed to give its industries highly competitive advantages over the rest of the world. Many emerging entrepreneurs are likely to ensure China will lead the world in many of the major industries over the decades ahead.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.

 


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August 2017

The main feature this month is an analysis of the trends in the world wheat industry as well as an analysis of the trends in the six major exporting countries of Russia, the EU, USA, Canada, Australia and the Ukraine. Although world stocks remain high, China holds the majority of these stocks and so the surplus available outside China is much lower than the total world figure suggests.

ECONOMIC OVERVIEW looks at food consumption as a percentage of household incomes. The small % now used for food in most developed countries suggests that food consumption will not suffer any major downturn no matter what economic crises lie ahead.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities. 

 

 

 

 


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July 2017

The main feature this month is an analysis of the trends in the total average yield of the major world crops. World average field crop production is continuing to rise and appears to be increasing at a slightly faster rate each year.

ECONOMIC OVERVIEW looks at the so called Fourth Industrial Revolution and some of the potential implications of change over the next decade or two.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.


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June 2017

The main feature this month is an analysis of the trends in the world area of cropland including the trends in some of the major crop producing countries. The analysis identifies some of the key areas where the major future growth in crop area is likely to occur.

ECONOMIC OVERVIEW looks at the dramatic rise in the value of Bitcoin and the rapid spread of the acceptance of cryptocurrencies and their use as well as the rapid expansion of the facilities to do so.

It seems entirely possible that the world will have a viable currency that is not tied to any government or Central Bank.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.


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May 2017

The main feature this month is an analysis of the first forecasts by the USDA for 2017/18 for wheat, coarse grains, canola, soybeans and cotton.
The forecasts are generally more positive than negative but the changes in availability of the grains are probably not sufficient to stimulate other than minor price rises.

ECONOMIC OVERVIEW looks at the historical movement in interest rates and inflation in the USA and Britain.
It seems entirely possible that the world is locked into a low interest rate, low inflation rate era for possibly decades ahead.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.




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April 2017

The main feature this month is an analysis of the trends in imports of agricultural products by South East Asian countries which combined have a population of over 800 million. These countries are in varying stages of development but the area will be another growth engine for the world in the decades ahead. Proximity to Australia means we have a market advantage for those products we can supply.

ECONOMIC OVERVIEW looks at the potential longer term outcomes for the world economy. The developed world has "muddled through" for 10 years after the global financial crisis. Just where the "muddling through" will lead the world is uncertain but the excess of debt suggests "muddling through" cannot continue forever.

The report as usual provides comments on the latest developments in the price of the major agricultural commodities.




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