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כנס לקוחות 12.3.08

כנס לקוחות 12.3.08. The Soybean. The Soybean Flow. Follow the money!. Ground transportation. Field. Elevator. River Transportation. Ground transportation. Ocean Freight. Crushing. Transportation to Client. מקורות יבוא. The Soybean (money) components. Chicago Board Of Trade.

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כנס לקוחות 12.3.08

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  1. כנס לקוחות 12.3.08

  2. The Soybean

  3. The Soybean Flow Follow themoney!

  4. Ground transportation Field Elevator River Transportation Ground transportation Ocean Freight Crushing Transportation to Client

  5. מקורות יבוא

  6. The Soybean (money) components

  7. Chicago Board Of Trade • Supply (land sowed, weather, yields etc…) • Demand (Food, Feed, Energy etc…) • Stocks to Use ratio • Funds (mainly technical) • “Outside” markets

  8. FIELD – The Supply

  9. The US Grain and Soybean Belt

  10. 6 weeks drought monitor animation http://drought.unl.edu/dm/6_week.gif

  11. US Soybeans Stock Deviation

  12. US Soybeans Carry Out and Stock To Use Ratio

  13. US stocks are declining to minimum levels. No signs of sufficient rationing yet. Supply tightness in the 08/09 season could become more severe if a large increase in area is not secured.

  14. Brazil Agriculture area Para Amazonas Tocantins Bahia Matto Grosso Goias Minas Gerais M G del Sul S P Rio De Janeiro Parana Santa Catarina Rio Grande D S

  15. Relatively small increase in South America production is expected. Would not take much of a crop problem before production is lower than the previous year

  16. Record yearly decline in world soybean production, assuming normal South American yields

  17. Soy Complex

  18. Soy Complex2006-today

  19. Crush Margin CBOT Averages: 2007 – 63, 2006 – 71, 2005 - 51

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