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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

02 May

China Soybean Arrivals Swing to the Upside



Ken Smithmier

A sharp increase in April soybean imports into China appears to be due to seasonal stockpiling rather than any sort of stabilization in the ongoing African Swine Fever (ASF) epidemic. The month of April saw soybean arrivals accelerate to around 7.5 million tonnes, the largest monthly figure for 2019 and the largest since September 2018 when imports hit 8 million tonnes according to Chinese...

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Tagged China customs data, Soybeans, Global Grain, china soybean imports, global oilseed exports, global oilseed loadings, grainular, china, USDA Leave a comment
24 April

China: Corn Industrial Use Shines, Feeding Takes a Hit



Ken Smithmier

In the most recent USDA Foreign Agricultural Services (FAS) China Grain and Feed Annual Report, marketing year 2019/20 corn consumption was estimated at a record high 282 million tonnes, up from 279 million in 2018/19.

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Tagged Grain, Global Grain, US Exports, corn, grainular, ethanol, china, agriculture 1 Comment
12 April

From Rail to Barge, US Transportation Grid Slows



Ken Smithmier

The slowdown in the US logistics grid was first highlighted in our March 20th post When The Levee Breaks. Due to increased snow melt in the Northern Plains, more rain this week in the Ohio River Valley and a potential snowstorm impacting parts of Montana, Iowa, Nebraska and South Dakota,  it doesn’t appear the mess is over. US corn, soybean and wheat shipments through the first 14 weeks of the...

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Tagged Grain, Soybeans, Global Grain, US Exports, us gulf coast, weather, corn, wheat, logistics, barge, rail Leave a comment
02 April

Seasonal Trade Flow Shift: Brazil to EU



Ken Smithmier

ClipperData would like to alert market participants to the seasonal shift underway from US-origin soybeans to Brazilian-origin soybeans for unloading in the European Union.

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Tagged Soybeans, Global Grain, global oilseed loadings, US Exports, brazil, logistics, latin america Leave a comment
20 March

When the Levee Breaks



Ken Smithmier

Heavy rainfall and above-normal snowfall accumulation across the US have escalated flood risk over the short and medium-term. The flood stage has already been surpassed at the Mississippi River in St. Louis, with water levels now exceeding 30 feet.

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Tagged Soybeans, Global Grain, us gulf coast, weather, corn, wheat, logistics Leave a comment
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 Asia demand, Soybeans, Global Grain, 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 China tariffs, China customs data, Grain, Soybeans, Global Grain, china soybean imports, global oilseed exports, global oilseed loadings 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, China economy, Grain, Soybeans, Global Grain 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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