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ClipperBlog

Ken Smithmier

is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

Recent Posts

14 February

A Bit of Optimism for US Soybean Exports



Ken Smithmier

Recent forecasts for the Brazilian soybean crop have been falling, with the USDA currently projecting production at 117 million tonnes and CONAB at 115.3 million tonnes. Both of these estimates are down from last year’s record production of 120.80 million tonnes.

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Tagged Soybeans, Global Grain, Asia demand, US Exports Leave a comment
29 January

Preparing for the Worst



Ken Smithmier

Over the course of the 35-day US government shutdown, it was rumored that Chinese importers would buy the following:

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Tagged Soybeans, Global Grain, Grain, China customs data, China tariffs, china soybean imports, global oilseed loadings, global oilseed exports 1 Comment
16 January

Global slowdown reaches agricultural markets



Ken Smithmier

Only two weeks into 2019, and ClipperData is already beginning to see wide disparities in Chinese soybean offtake versus historical patterns. Week 1 offtake for China totaled 656,000 tonnes in 2019, compared to 1.12 million tonnes in 2018 and 1.45 million tonnes in 2017.

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Tagged ClipperBlog, Grain, Soybeans, Global Grain, China economy 1 Comment

About the Authors

MATT SMITH


Matt Smith deciphers and distills what is most relevant across the energy complex into cohesive and pithy knowledge you can use. The belly laugh is a bonus.

Matt Smith

DAN GRAEBER


Dan Graeber is Chief Editor at ClipperData. He specializes in exploring the intersection between geopolitical events and the price of oil.

Dan Graeber

AMIR RICHANI


Amir Richani is a geopolitical analyst at ClipperData, with a voracious appetite for studying political, economic and social developments in Latin America.

Amir Richani

NOAM RAYDAN


Noam Raydan is an analyst at ClipperData, focusing on political and security developments that could disrupt oil flows in the MENA region. She is also a tanker sleuth, scouring the high seas for unusual activities.

Noam Raydan

KEN SMITHMIER


Ken Smithmier is our Director of Research for Agricultural Markets. Follow along as Ken gets granular about grains.

Ken Smithmier


JOSH LOWELL


Josh Lowell is an energy analyst at ClipperData. He specializes in marine fuels, and is known for talking about IMO2020 in his sleep.

Josh Lowell


RON COIFMAN


Ron Coifman Ron is a petrochemicals markets editor at ClipperData. He has over four decades of experience in the petrochemical industry, with a particularly encyclopedic knowledge of Latin America markets.

Ron Coifman


KALEEM ASGHAR


Kaleem Asghar Kaleem is ClipperData's Director of LNG analytics, and our main man when it comes to all things natural gas related..

Kaleem Asghar

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