LeftField is your research department for 16 Canadian crop markets - small grains, oilseeds & special crops - adding confidence to marketing decisions
Winnipeg, Canada
Joined October 2011
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For 48 weeks a year, @leftfieldcr and @JonDriedger cover 8 special crops, 2 oilseeds and 6 grains focused on Canada but with a global view. For a free 4-week trial of any of our four reports, go to leftfieldcr.com
Chuck_Penner retweeted
Chuck Penner explains how the monsoon shortfall makes India the market to watch for peas and lentils in the latest Pulse Market Insight ow.ly/4IH150ZYZ56 #westcdnag @LeftFieldCR
Not going to say all AI data sources are bad, but...
Just saw a lg green lentil price at 80 cents/lb FOB Ottawa (??). And then that price got picked up and reported elsewhere, because that's the way the interweb works.
Call me old school, but I still prefer NI over AI
Chuck_Penner retweeted
Wow. Looks like the US diesel crisis has just been solved.
Russia will “immediately” supply 300K tons — roughly 0.6 days of US consumption — plus another 500K tons in November, or about one day.
A “highly successful discussion,” indeed.
Now the more interesting question: what did the Kremlin get in return?
#oatt #artofthedeal #winning
Our subscribers got this yesterday. Just thought I would throw this durum chart out there (for kicks).
Compared a couple of other slow harvest years with 26/27. Yeesh!
Interesting that 2016/17 was pretty close to average until late Sep and then literally went sideways.
Really need some warm dry days without heavy dew.
So this week's CSCA conference in Halifax included an announcement about talks between Cda and China for a phyto agreement in lentil, chickpea and faba trade.
That's great, but can we include oats in those talks too @CornwallHeath ? Would be a big help.
Chuck_Penner retweeted
🌱 US biofuel producers used a record 1.56bn lbs of soybean oil in June, up 49% year on year.
The milestone underscores the growing influence of biofuel demand on feedstock markets.
Read more: fmrkts.com/4gOPJ7t
#Biofuels #SoybeanOil #RenewableDiesel #Feedstocks #45Z
Chuck_Penner retweeted
@LeftFieldCR's projections point to smaller 2026 crops for all three major pulses, but large old-crop carryovers will cushion some of the declines in total supplies. Read the full report: ow.ly/NKvs50ZKYx9
PSA re StatsCan's Jul 31 canola stocks number of 1.9 mln t:
Commercial stocks = 1.06 mln. Farmers del'd 1.12 mln 1st 4 wks of Aug (before harvest). That's 2.18 mln, assuming farmers' bins are empty (they're not).
More like 2.6 mln (or more). Still tight, but realistic.
Chuck_Penner retweeted
@LeftFieldCR's projections point to smaller 2026 crops for all three major pulses, but large old-crop carryovers will cushion some of the declines in total supplies. Read the full report: ow.ly/NKvs50ZKYx9
Not many days of above-average monsoon rains in August or early September. Deficit is growing, and prospects of recovery are fading as Sept rain amounts decline. Shortfalls are worse in the southern half of India.
Chuck_Penner retweeted
Chuck Penner looks at how Black Sea disruptions shift pulse demand toward Canada in the latest Pulse Market Insight ow.ly/mFVQ50ZJtJI #westcdnag @LeftFieldCR
Our subscribers got this bit of info last week about Indian yellow pea prices.
Here's hoping for clear skies ahead. Happy Labour Day.
