tag:blogger.com,1999:blog-78347909969834159292011-11-27T20:45:22.953-03:00Blog para debatir pensamientos, datos e investigación relacionados al sector del Agro y los alimentos.En caso de utilizar notas del blog por favor citar la fuente. Blog to share and debate thinking, data and research related to the Agfood sector. In case you need to use any material from this blog please post AGFOODTTANK sourcethinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.comBlogger1481100tag:blogger.com,1999:blog-7834790996983415929.post-61999237512528013622010-11-28T17:58:00.004-03:002010-11-28T17:58:00.454-03:00

In this release we found a description on how the evolution of agricultural industry in Brazil explains most of the economic recovery and superavit that is driving Brazilian economy to rapidly become the fifth economy in the world A comida dos brasileiros é uma das mais baratas do mundo e isso se deve não a controles de preços ou a quaisquer truques do governo, mas aos ganhos de eficiência na

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-18423521566716649272010-11-25T23:09:00.000-03:002010-11-25T23:09:00.105-03:00

Recent increases in inflation-adjusted crop prices have sparked renewed interest in the potential for continued increases in crop yields, particularly since increases in crop yields could affect food security, bioenergy production, and the response to global climate change. Although market forces and biological factors influence corn yields, research investments have been the driving force

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-57243882835141688212010-11-20T22:57:00.000-03:002010-11-20T22:57:00.569-03:00

In 2009 the U.S. Departments of Justice and Agriculture announced a renewed interest in the issue of competition in agricultural and food markets, with particular focus on competition in livestock, dairy, seeds, and grocery retailing. The articles in this theme sent to our Agri Food Think Tank network outline the relevant economic issues, review key findings from the literature, and highlight

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-36831491707134312902010-11-15T23:03:00.002-03:002010-11-15T23:03:00.433-03:00

Paul Alsteem, Phd have sent us this interesting study by McKinsey on how water scarcity can become an opportunity for many companies and a threat for many others. McKinsey expects that by 2030, (almost 20 years from today!) water supplies will satisfy only 60 percent of global demand on average. For many companies, water efficiency is a long-term requirement for staying in business, a big

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-32943382911297815052010-11-07T22:53:00.000-03:002010-11-07T22:53:00.060-03:00

Genetically engineered (GE) crops cover today approximately half of U.S. cropland. Although delivering environmental and economic gains for adopting farmers, the long-term potential of the crops to foster sustainable agriculture remains controversial. The articles in this theme summarize and extend the findings from the recently released National Research Council report “The Impact of

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-20481971195538682062010-11-02T22:47:00.001-03:002010-11-02T22:47:00.470-03:00

A constant question mark that is becoming more and more important for researchers, economists and politicians is how energy will interact with food production today and in the near future. In 2007, the U.S. food system accounted for almost 16 percent of United States energy budget, up from 14 percent in 2002. Greater reliance on energy-intensive technologies throughout the food system, along with

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-38845605462887756052010-10-25T22:39:00.000-03:002010-10-25T22:39:00.507-03:00

As we have previously forecasted in several releases from different colaborators to AGRI FOOD THINK TANK, the US government have increased to 15% the blend for biofuels. In this release you can find more information about the reasons that supported this decision. Thanks Frank Belinsky for the prompt response withe information Source Agfood.net

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-68416200333771718962010-10-20T21:17:00.003-03:002010-10-20T21:17:00.886-03:00

In Agri Food think tank we share this interesting report in the National geographic Magazine regarding the current Food Crisis. Very valuable data and analysis picture. It is the simplest, most natural of acts, akin to breathing and walking upright. We sit down at the dinner table, pick up a fork, and take a juicy bite, obliv­ious to the double helping of global ramifications on our plate. Our

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-64693678205831241492010-10-17T21:23:00.001-03:002010-10-17T21:23:00.204-03:00

We continue providing information about farmland funds and sovereign funds investments. In this case a recent release on how Qatar is looking to acquire farmland both in Argentina and Ucrania. These two countries are among the few remaining without legal constraints to farmland foreign investments. Here the release in Reuters October 13-2010El Estado del Golfo Pérsico busca invertir en tierras

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-63789353385382286982010-10-15T00:15:00.001-03:002010-10-15T00:15:43.953-03:00

Check out this SlideShare Presentation: Sebastián Gavaldá (AACREA)View more presentations from Ridzo.

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-29223140443887748932010-09-15T20:35:00.001-03:002010-09-15T20:35:00.296-03:00

A year ago with wreckage from the credit crisis still scattered across the national economy, tightened crop margins, and softness in the farm land market, there was concern that there would be a sharp downward correction in Indiana farmland. Based on the 2010 Purdue Farmland Value Survey, this has not happened. Results of the June 2010 survey indicate Indiana land values not only did not decline

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-61239661618399963802010-09-10T08:23:00.001-03:002010-09-10T08:23:00.117-03:00

We turn now to the analysis of current groups investing in agribusiness and farmland in Africa. Many interesting views were shared in a Seminar on Ag investment celebrated a couple of weeks ago. A summary can be read in this press release. The agricultural sector in Africa has caught the eyes of wealthy global investors. There are about 45 new private equity funds that are planning to invest an

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-65534533402097069262010-09-06T08:14:00.003-03:002010-09-06T08:14:00.779-03:00

Continuing with AGRI FOOD THNK TANK analysis of what we consider the most promising food producer in the world, we share a couple of analysis made by The Economist during last week. The leading economic magazine. The Economist describes in two recent releases the current situation of Brazil as food producer. Both notes have interesting data on available land, current infrastructure development

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-19562803503528558692010-09-03T19:18:00.002-03:002010-09-03T19:18:00.330-03:00

In the following press release, the description about Lula approvement of some restrictions for farmland acquisition for foreign investors. Will this restrictions increase in the future or are they just a part of pre election measures? How will Brazilian farmland prices react? Here the release O presidente da República, Luiz Inácio Lula da Silva, e o advogado-Geral da União, ministro Luís

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-8157791525524903442010-08-30T01:13:00.003-03:002010-08-30T01:13:00.184-03:00

Very interesting recent release by the USDA on the current US Biofuels status and the impact on the US budget. In 2007, the U.S. food system accounted for almost 16 percent of the Nation’s energy budget, up from 14 percent in 2002 Greater reliance on energy-intensive technologies throughout the food system, along with population growth and higher per capita food expenditures, boosted

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-29466482731346389362010-08-23T01:13:00.000-03:002010-08-23T01:13:19.890-03:00

Rapid increases in agricultural commodity prices during 2006-08 raised concerns that agricultural productivity growth may not be keeping up with increasing demand for agricultural commodities. ERS has developed a new index of total factor productivity (TFP) in global agriculture to provide a more comprehensive understanding of longrun sources of agricultural output growth. ERS research shows that

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-90265833213051206292010-08-18T09:12:00.000-03:002010-08-18T09:12:00.553-03:00

Another brief of the panel at the past IFAMA conference in June. This one focused on a variation of sustainability and discussed the question of whether it is compatible with productivity.Participants William Scott, Vice President, Agland Investments. Panelists: Kent J. Bradford, Professor , Seed Biotechnology Center, Univ. of Calif.; Ed Price, Vice Chancellor, International Agriculture, Texas A&

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-58157160667506371602010-08-15T08:57:00.000-03:002010-08-15T08:57:00.513-03:00

We continue with the conclusions of the different panels of academics and agfood top managers that met the past June at IFAMA conference in Boston.The following panel discussed about Future Challenges and Opportunities Facing the Agribusiness Industry. Participants were Chair: Ray Goldberg, Harvard, USA: Introduction: James Austin, Harvard, USA Panelists: George Weston, CEO Associated British

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-21554988085317777502010-08-12T19:13:00.000-03:002010-08-12T19:13:21.344-03:00

(Reuters) – Pension funds are deepening their commitment to farmland, upping investments by billions of dollars and moving to active strategies, as a hedge against potential inflation and to diversify from riskier investments. Leading the charge are U.S. and European pension funds, although it is estimated that the amount of institutional money invested is less than 1 percent of global farmland

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-59535935297553361702010-08-10T08:47:00.002-03:002010-08-10T08:56:37.007-03:00

Dr. Ray Goldberg, Harvard father of IFAMA (Food and Agribusiness Management Asociation)received prize at Boston IFAMA meeting with food firms. He also received the Doctor Honoris Causa from the Universidad de Buenos Aires.Here a brief of his speech“We don’t have to tell this generation that food and health and hunger, etc., are high priority—they know it—as evidenced by “Food, Inc.” being

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-23031840291479041642010-07-27T17:03:00.003-03:002010-07-27T17:12:16.944-03:00

Now two important Chinese businessmen are investing in Brazilian farmland as stated in Financial Times. Agrifirma farmland fund leaded by Argentine CEO Julio Bestani (former Soros Adeco Agro fund) reported in this press release that they have received funds from two Chinese leading entrepreneurs. Agrifirma is also operated by COO Rodrigo Rodrigues, the son of a former Brazilian Secretary of

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-22459377060897541722010-07-17T11:39:00.002-03:002010-07-17T11:50:07.663-03:00

In this Reuters press release sent by one of our readers, two interesting trends that are being confirmed in different Agri Food Think Tank posts. First, multinationals investment fund continue investing in farmland and row crops. Second, an increasing share of these funds is looking for farmland in latin america, mainly Brazil. The presse release describes plans in groups like Bunge, Dow,

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-83184950565153394732010-07-06T23:18:00.000-03:002010-07-06T23:18:00.589-03:00

This report provides longrun (10-year) projections for the agricultural sector through 2019. Projections cover agricultural commodities, agricultural trade, and aggregate indicators of the sector, such as farm income and food prices.See http://www.ers.usda.gov/Publications/OCE101/________________________________________AGRICULTURAL BASELINE PROJECTIONSThis report provides longrun (10-year)

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-3929663149903342812010-07-02T00:14:00.000-03:002010-07-02T00:14:00.993-03:00

Land may become the world’s biggest asset class, and listed farm operators win an upward rerating, Hardman & Co has said in a report identifying agriculture services groups as the next focus of sector investment.Farmland prices have, in doubling in the UK and US over the last decade, made shares look “an embarrassingly inept bet”, the London broker said. Stocks have fallen by 10-20% during the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-33079364906892415572010-06-28T23:23:00.000-03:002010-06-28T23:23:00.866-03:00

In Agri Food Think Tank we believe that Greek financial crisis jointly with other PIIGS financial problem will not discourage the increasing investment in farmland mainly in South America. Flow to farmland equity and inflation hedging trends will increase. Cropland demand from large and new investment funds will also rise.Below this May Reuters press release confirms our opinion with opinions

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-55970943626134969272010-06-24T23:04:00.000-03:002010-06-24T23:04:00.559-03:00

Chinese company Chongqing Grain Group is moving forward to invest USD 300 millions in Brazilian Western Bahia farmland. AgriFood Think Tank sources disclosed that the objective of the company is to acquire approximately 120 000 hectares in that region to produce soybean for the Chinese market.The amount of investment has been already approved by the Development Chinese Bank that will finance

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-13409910597814829632010-06-20T21:15:00.000-03:002010-06-20T21:15:00.405-03:00

Executives from the South Korean company Hyundai are negotiating with state governments for the purchase of land in Brazil, with the objective of planting and exporting soya to South Korea.Company executives visited the state of Piaui duering May and in June they will be holding meetings with government officials in Maranhao, Tocantins and Bahia.The Koreans want to buy 10,000 hectares but they

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-20996292612810989942010-06-13T17:26:00.000-03:002010-06-13T17:26:00.659-03:00

Singapore plans to help develop a $16 billion agricultural project in northeastern China as the city-state aims to boost its food security.Under a series of agreements signed with China’s Jilin city, Singbridge, a unit of Singapore state investor Temasek, will help assess the commercial feasibility of the planned China Jilin (Singapore) Modern Agricultural Cooperation Food Zone.The first phase of

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-60876029971788496742010-06-08T16:44:00.000-03:002010-06-08T16:44:00.113-03:00

Are mutinational food processors entering positions in land assets? Why? look at this move from Bunge.... Global agribusiness Bunge Ltd is gauging investor interest for the launch of an investment fund that would buy land in Brazil to take advantage of demand for sugar and sugar-based ethanol, the company’s chief financial officer said on Wednesday.“We’ve been out in the market gauging investor

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-60559394757211271492010-06-02T16:34:00.000-03:002010-06-02T16:34:00.056-03:00

Two press releases sent by our Ag food Think Tank Roger Debiois, where a description of two more cases of bank developing funds abroad acquiring farmland real assets.First Macquarie Australian bank in Brazil. Second African Development bank in AfricaMacquarie Agricultural Fund to Own Brazil Soybean, Grain FarmsPublished: May 2010By Yi Tian and Elizabeth CampbellMacquarie Group Ltd. plans to own

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-2516405766700840222010-05-30T20:20:00.001-03:002010-05-30T20:20:00.236-03:00

As China gains dominance on the world stage, more and more multinational corporations will need to rethink their assumptions about competing under its state-capitalism model—one in which the government is the principal economic driver, the state is the principal actor and arbiter in the economy.For all the readers of Agri Food Think Tank we recommend the just released book by Ian Bremmer (

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-16507419579556371692010-05-26T20:15:00.000-03:002010-05-26T20:15:00.139-03:00

Interesting report from McKinsey shows that the problem of deleveraging in developed economies has just started. The challenge of managing the enormous debt burden weighing on global recovery is only just beginning.Real GDP growth is significantly slower in the first two to three years of deleveraging.Even as signals multiply that a global economic recovery is underway, government and business

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-49624697592426910502010-05-21T09:26:00.004-03:002010-05-21T09:48:27.686-03:00

I made a quick research that may help concerned investors better understand the impact of current PIIGS problematic debt .PIIGS debt is owned mainly by Germany (USD 500bn), France (USD 450bn) and UK (USD350bn). Italians bought their own debt. Portuguese total debt is approximately USD290 bn. Spain owns a third of Portuguese debt. Conclusion All of these countries will be eating Mediterranean

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-87217961539841427132010-05-20T21:25:00.003-03:002010-05-20T21:31:31.256-03:00

In this new McKinsey Survey to top executives, we have access to the results summary which shows the Five forces reshaping the global economy.The core drivers of globalization are alive and well, but executives are still grappling with how to seize the opportunities of an interlinked world economy.In this sixth annual survey asking executives about the forces shaping the world economy,there is

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-81663628466273006812010-05-20T13:30:00.002-03:002010-05-20T20:15:15.069-03:00

We found in AGRIFOOD THINK TANK this fascinating quote today:Veo dos grandes tendencias mundiales para la década del 2010: los países en vías de desarrollo haciendo todo lo posible por sacar a su población de la pobreza — y triunfando–, y los países desarrollados haciendo todo lo posible para impedir que sus ciudadanos caigan en la pobreza, lográndolo gracias a que sus mercados crecerán en los

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-20494530565239359472010-04-21T21:44:00.001-03:002010-04-21T21:44:00.339-03:00

In this interesting note sent by Indian proffessor G. Chandrashekhar, an answer to the question is intended. With inside knowledge of the problematic in Indian agribusiness sector, he describes the current situation of one of the BRICs future superpower.Land is a highly emotive issue in our country; a large number of cases in courts across the country relate to land disputes. That brings us to

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com2tag:blogger.com,1999:blog-7834790996983415929.post-37838016535657696412010-04-20T21:16:00.000-03:002010-04-13T21:22:50.167-03:00

Crossed global investments have been increasing in last decade in the agriculture and food sector. New Zealand dairy farmers acquiring dairy farms in Uruguay and Chile. Illinois farmers acquiring soybean farms in Cerrados, Brazil.And now an increasing number of Indian companies are looking at Latin America as a safe investment destination, mainly because of stable governments and economic

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-53113387757528122912010-04-13T21:05:00.003-03:002010-04-13T21:15:56.755-03:00

George Soros’s Adecoagro venture, which invests in agriculture and renewable energy in Latin America, is considering an initial public offering to help fund projects in Brazil that include a $700 million sugar mill.Adecoagro, founded in 2002 by investors including Soros to buy Argentine farmland after the peso crashed, plans to more than double sugar-cane crushing in Brazil to 11 million metric

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-81452998687623876062010-04-13T21:00:00.002-03:002010-04-13T21:05:50.765-03:00

Como venimos sosteniendo en reiterados artículos de AGRI FOOD THINK TANK algunos subsidios a grandes propietarios de tierras en la UE tarde o temprano deberían acabar. Es muy difícil sustentar los mismos y la crítica de la opinión pública es cada vez mayor.Esta vez el comisario europeo de Agricultura abrió ayer un debate público para reformar la Política Agraria Común (PAC), que entrará en vigor

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-58887528878840752392010-04-05T09:24:00.002-03:002010-04-05T09:28:14.655-03:00

In this Research Paper released on Monday, March 29, 2010, USDA reveals that organic farming has been one of the fastest growing segments of U.S. agriculture for over a decade and that all 50 States in the U.S. have some certified organic farmland. ERS collected data from USDA-accredited State and private certification groups to calculate the extent of certified organic farmland acreage and

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-38324354861585753352010-03-29T20:14:00.001-03:002010-03-29T20:14:00.486-03:00

10 Key Trends in Food, Nutrition & Health for this year by industry expert Julian Mellentin1. Digestive health - a mega-trend moves beyond the tipping point2. An intrinsic health benefit that's also convenient 3. Feel the benefit - the most powerful marketing message4. Energy - a world of untapped opportunities5. Fruit and superfruit - the future of food and health6. Antioxidants - big in America

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-983051512108781842010-03-25T19:50:00.002-03:002010-03-25T19:55:41.654-03:00

Following on the success of its first fund, which raised $18 million of investable capital, Agcapita launched Agcapita Farmland Fund II. Agcapita Farmland Fund II conducted its first closing on February 28th 2010 with a follow-up closing scheduled to take place March 26th 2010. Agcapita Farmland Fund II is Canada’s only RRSP and TFSA eligible farmland investment vehicle with a minimum investment

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-50951119328062796372010-03-08T20:55:00.000-03:002010-03-08T20:55:00.351-03:00

In this new FAO release of the World State of Food and Agriculture sent by one of our Blog readers, the livestock global evolution is analyzed. Livestock contribute 40 percent of the global value of agricultural output and support the livelihoods and food security of almost a billion people. Rapidly rising incomes and urbanization, combined with underlying population growth,are driving demand for

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-48685300648833442422010-03-05T20:26:00.001-03:002010-03-06T21:32:57.465-03:00

Discussions on how much the Yuan and the Remimbi should appreciate jointly with opinons about Dollar and Euro crisis are increasing the debate on the future of currencies. Chinese policy makers said they look for medium and long term while Americans and Europeans pressure for short term adjustment to correct trade imbalanceFind here interesting opinons of different experts on China policy and how

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-58817922357654454002010-02-25T20:08:00.003-03:002010-02-25T20:20:57.855-03:00

First measures of financial global crisis are appearing. We have been looking at some of them in the Agri food trhink tank network. For example in a recently disclosed study presented by McKinsey by the end of 2009, the largest setback on record of the total value of world's financial assets as determined. The consequences in global commerce were significative during 2008 and 2009The global

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-73489470674357474822010-02-25T10:15:00.003-03:002010-02-25T10:22:12.947-03:00

Participar en la producción de materias primas agrícolas en Latinoamérica a través de un fondo, cuyos inversores son dueños del trigo, el maíz o la soja que siembran y cultivan los agricultores locales y que después se vende en los mercados internacionales, es una realidad desde el pasado agosto. La idea, basada en los pool de siembra argentinos (locales, no estructurados como fondos y

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-62470353181448124982010-02-14T19:43:00.000-03:002010-02-14T19:43:00.390-03:00

In this Letter from Pascual Lamy (director of WTO), he shows the importance of concluding Doha in order to recover World Trade growthLa Séptima Conferencia Ministerial de la Organización Mundial de Comercio (OMC) concluyó hace unos días en Ginebra. Fue una ocasión para que los ministros reflexionaran sobre todos los aspectos de nuestro trabajo, intercambiaran ideas y dieran orientaciones sobre

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-13711183666099396902010-02-07T19:34:00.000-03:002010-02-07T19:34:00.923-03:00

As predicted in the release posted in Agri Food Think Tank by Jose Gobbee back in May of 2009(see Argentina Wheat Prediction), Argentina wheat harvest will only between 7 and 8 million tons. This harvest will be almost comopleteley demanded by the Argentine domestic market leaving on ly 0,5 to 1 million tons of wheat for exports. This will increase the global decrease in wheat supply from

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-56271864982363951332010-02-02T19:30:00.000-03:002010-02-02T19:30:00.543-03:00

It is predicted that by 2010, the consumption of China's processed meat products will achieve about 9.8-11 million tons, and the compound annual growth rate will be remain at around 5%-9%.This report presents a full view of China's processed meat market, provides analysis and suggestions on how to enter this big market in China. The report includes an analysis on market share, competition, key

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-70331966801839060972010-01-27T19:06:00.005-03:002010-01-27T19:29:36.107-03:00

Como vienen sosteniendo las distintas Editoriales de Ag Food Think Tank, los fundamentals de los precios de los commodities agropecuarios siguen sostenidos y en alza.Coinicide con esta línea de pensamiento el veterano y exitoso inversor Jim Rogers. Aquí una sintesis de su pensamiento en reciente entrevista para NBC y debajo un short Bio con referencias bibliograficasJim Rogers co-founded the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-34703788819903815962010-01-10T00:35:00.000-03:002010-01-10T00:35:00.139-03:00

Why has Facebook included milk products together with tobacco, guns and other product as prohibited to be promoted through the social network? Interesting question. Many people have been surprised by this resolution that now Facebook is trying to change. Find below the press release of the important newspape El País from Spain. How will social networks impact food consumers in the future? Another

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-19779475729200117932010-01-05T00:30:00.000-03:002010-01-05T00:30:00.499-03:00

Agriculture is the largest source of employment in India, and food accounts for about half of consumer expenditures. Moving agricultural products from the farm to consumers more efficiently could result in large gains to producers, consumers, and India’s overall economy. This analysis uses a computable general equilibrium model with agricultural commodity detail and households disaggregated by

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-12812851837394447372009-12-21T00:16:00.001-03:002009-12-21T00:27:22.260-03:00

This interesting research released on December 14 by the USDA shows how China’s corn imports are minimal, even though it is using a growing proportion of its corn to produce starch, ethanol, and other industrial products. The corn-processing industry’s growth was encouraged by Chinese government policy, but the industry now has excess capacity. Many of the corn-based industrial products are

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-42899029546881273472009-09-21T23:02:00.000-03:002009-09-21T23:02:00.315-03:00

La crisis economica global sigue siendo analizada por investigadores en su relación al impacto que tendrá sobre el intercambio internacional agrícola de bienes. En este caso presentamos un análisis del USDA en donde se concluye que la depreciación del dólar beneficiaría a los productores de EE.UU. debido al incremento que tendrían las exportaciones agrícolas y al incremento que tendrían los

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-19149785841633031242009-09-18T22:53:00.000-03:002009-09-18T22:53:00.580-03:00

This brief highlights the ERS (Economic Research Service) climate change research program, which builds on extensive expertise on the economics of land use, land management, technology adoption, conservation program design, and biofuels production and distribution. ERS research is underway to estimate the likely responses of farmers to possible climate policies and to assess the likely impacts of

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-20333122813721081332009-09-15T22:38:00.000-03:002009-09-15T22:38:00.557-03:00

China will soon be home to the world’s fourth-largest population of wealthy households. Companies that hope to reach them must understand how they differ from their counterparts elsewhere.Talking about wealthy consumers in China may seem odd during the middle of a global economic crisis. Despite the global downturn, the number of wealthy households in China continues to grow. By 2015, the country

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-17381933083666924602009-09-12T22:12:00.000-03:002009-09-12T22:12:00.311-03:00

After two decades of unsustainably high spending, US consumers are suddenly behaving pretty much as they have in the past. A recent McKinsey survey indicates that US households have reduced their spending as a result of the recession.Consumers are spending less across all categories, and more than half plan to keep spending down even when the economy recovers.The majority of consumers do not

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-11640431397390157492009-09-10T22:16:00.000-03:002009-09-10T22:16:00.449-03:00

Everybody know how difficult it is to gather reliable Agricultural info from China. This released data from the USDA helps researchers and readers of AgriFoodd Think Tank.The China agricultural and economic database is a collection of agricultural-related data from official statistical publications of the People's Republic of China. Statistics are often published only in China and sometimes only

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-90620687452761840012009-09-08T09:01:00.002-03:002009-09-08T09:04:52.636-03:00

Average price of land in Brazil rises and reaches records high in August 2009.The average price of farm land in Brazil reached a record average of R$ 4,446 (US$ 2,429) per hectare, according to AgraFNP consultancy. The value exceeds the R$ 4,434 per hectare recorded in March and April 2004 (already deflated value), during the first Brazilian soybean boom.By region, the price of land was:South: R$

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-67651933716160106922009-09-06T22:02:00.002-03:002009-09-06T22:10:28.859-03:00

The Food, Conservation, and Energy Act of 2008 directed the U.S. Department of Agriculture to evaluate the role of animal manure as a source of fertilizer, and its other uses. About 5 percent of all U.S. cropland is currently fertilized with livestock manure, and corn accounts for over half of the acreage to which manure is applied. Expanded environmental regulation through nutrient management

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-90537720506824857492009-08-16T18:05:00.005-03:002009-08-16T18:18:49.361-03:00

The Honorable Lisa JacksonAdministratorUnited States Environmental Protection Agency1200 Pennsylvania Ave., NWWashington, DC 20460 Copy to:Office of Information and Regulatory Affairs,Office of Management and Budget (OMB),Attn: Desk Officer for EPA, 725 17th St., NW.,Washington, DC 20503.Docket ID No. EPA–HQ– OAR–2005–0161,Subject: Comments on proposed rulemaking from Argentine stakeholders.Dear

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-87769237809025427912009-08-08T15:33:00.000-03:002009-07-24T15:38:40.298-03:00

Interesante post del amigo Rollo Tomasi con respecto a la ausencia de Argentina en el Joint Statement on Global Food SecurityLa última reunión del G-8 no fue sólo del G-8. También hubo reuniones paralelas en las que participaron otros países, cuando se trataban temas en los que tenían intereses particulares. Argentina es el país con mayor participación de alimentos en su canasta exportable de

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-23161966382117376172009-07-28T19:59:00.000-03:002009-07-28T19:59:00.050-03:00

The latest Policy Issues article, “Agriculture and Greenhouse Gas Cap-and-Trade” is now available online. You can read it, free of charge through AgFoodTTank, on the AAEA Web site.A federal cap-and-trade system is increasingly likely in the near future. Questions about its impacts on agriculture, especially its role as a provider of carbon offsets, are yet to be settled. This article explores

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-67832889381852131992009-07-23T19:40:00.002-03:002009-07-23T19:54:44.473-03:00

In this interview of the McKinsey Global Institute we hear the opinion of Chinese economies on how China is acting through the crisis. People interviewed are members of the McKinsey Council on China Business Economists. The forecasts of GDP growth are similar to the ones predicted in this blog Agri Food Think Tank by October of last year despite Global Crisis.Janamitra Devan: What is your view

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-7201198997473321922009-07-03T18:18:00.003-03:002009-07-03T18:56:54.320-03:00

President Lula launched last week one of the most ambitious plans ever in Brazilian history to increase agricultural production. Brazilian farmers have experienced severe financial stress during last campaign. With this new Plan, Lula Da Silva increases 37% the agricultural budget and increases 20% the loans with fixed rates for farmers. Under this Plan called Plan Agrícola y Ganadero 2009-2010

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-60724448563950486172009-07-01T21:54:00.001-03:002009-07-12T22:15:48.344-03:00

CAIDA DE EXPORTACIONES AGRICOLAS Y SU IMPACTO EN LAS CUENTAS FISCALES*La fragilidad de las cuentas fiscales una vez mas hace que el análisis de la caída en las exportaciones agrícolas sea de suma importancia para saber cómo será la situación financiera del estado en lo que queda de 2009 y lo que puede pasar en 2010.1. Breve descripción de la sensible situación fiscal 2009El Gobierno llega a las

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-27857155174350723952009-06-29T20:21:00.000-03:002009-06-29T20:21:00.990-03:00

Continuing with the follow up of the wheat scenario for the days to come we now examine some forecasts for Australia. As Argentina will have a significant constraint in wheat hectares planted, it is very important to understand how the other main producer of Southern Hemisphere is reacting. In the just released ABARE’s June 09 Australian Crop Report - the Key points were· No big

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-3243580228665867572009-06-25T20:16:00.001-03:002009-06-25T20:17:06.874-03:00

Interesting USDA report just released updating information about the evolution of the Organic Industry and organic Farming. The shortage in supply in the US has been pushing to new regulations and financial support to farmers to convert to organic production.Consumer demand for organic products has widened over the last decade. While new producers have emerged to help meet demand, market

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-78155786505820358992009-06-19T19:52:00.006-03:002009-06-19T20:15:52.045-03:00

Escalofriantes las cifras de Naciones Unidas para 2009 en cuanto a la cantidad de habitantes mundiales que sufriran desnutrición. Siguiendo con la línea del reporte anterior en Agri Food Think Tank sobre la conferencia del Gerente de Bayer, vemos como la necesidad de incrementar la producción de alimentos y lograr una eficiente distribución será cada vez mas crucial a nivel global.Unas 100

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-8963133767567149672009-06-13T14:18:00.004-03:002009-06-13T14:26:20.742-03:00

Resumimos conferencia de Manfred Kern, Global Head for Business Relations de Bayer sobre la problemática mundial de la provisión de alimentos en su conferencia “El futuro de la agricultura: visión 2025/2050” del 7 de mayo en la ciudad de Buenos Aires.Según Kern, la agricultura sigue siendo en el siglo 21 un instrumento fundamental para el desarrollo sustentable y la reducción de la pobreza. Es

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-39513999494256823082009-05-25T16:49:00.000-03:002009-05-25T16:49:01.031-03:00

Mary Shelman coordinates Harvard Business School’s premier Agribusiness Seminar attended annually by more than 200 CEOs and top managers from global firms. Her experience bridges academia, as an author and teacher of dozens of case studies on strategic change and challenges in global agribusiness firms, with industry experience. She served as Chairman of the Board of RiceTec, Inc., owned by the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-65290325439220750142009-05-22T16:28:00.000-03:002009-05-22T16:28:00.691-03:00

Interesting reaction of groceries consumers to the current economic situation.US consumers are shifting priorities when making grocery purchase decisions in the current economy, according to a new survey released by the Midwest Dairy Council. According to the April telephone survey of 1,002 people, more than half of consumers say price, not nutrition, is the most important factor when grocery

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-49022986426795949542009-05-19T09:48:00.002-03:002009-05-19T16:31:55.660-03:00

US deficit will be over USD2.5 trillons unless Congress limit current economic policy. Obama is trying to pass his new Carbon Credit program for the US. The impact of this program will be significant for US companies, agriculture and fiscal deficit.It is not well understand yet how the program will inffluence the different areas and this a complex problem to be solved. The program is called

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-30892517015588551102009-05-15T10:24:00.004-03:002009-05-15T11:30:50.257-03:00

Argentina historically known in agricultural trade as a big player in the wheat global market has high probabilities of not exporting wheat this campaign.With a dry season that is becoming in some areas the worst in the last sixty years, jointly with government measures which regulate the export price to farmers charging them with export taxes, the expected planting area will suffer a decrease

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-72000479769743233822009-05-14T09:36:00.002-03:002009-05-14T09:47:43.813-03:00

Very interesting report released by the USDA explaining why rice prices tripled last year. The question is why these factors could not be in place again in the near future to push prices up near record highs? Fran Bougain for AgFood Think Tank Global rice prices rose to record highs in the spring of 2008, with trading prices tripling from November 2007 to late April 2008. The price increase was

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-78723351242895105342009-03-31T12:27:00.003-03:002009-03-31T12:57:32.792-03:00

In a recent interview by McKinsey managers in Brussels to economists Nicholas Stern Chair at London School of Economics and Michael Grubb, along with European Commissioner Janez Potočnik, they discussed their views on prospects for a global climate deal at the United Nations Climate Change Conference, to be held in Copenhagen in December 2009.We selected here wat we considered a brief of the most

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-52288811363980160822009-03-16T09:46:00.000-03:002009-03-17T14:19:37.748-03:00

Larry Summers former mano derecha económica de Bill Clinton y ahora asesor de Obama hizo interesantes declaraciones durante el último Outlook del USDA hace algunos días.Antonio Ochoa estuvo presente y este es su resumenLarry Summers comenzó diciendo que el tema económico que se vive hoy, es una herencia con la que arrancan en esta nueva administración, ningún presidente desde la época de F. D.

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-48508764661375162932009-03-11T12:38:00.005-02:002009-03-11T13:03:39.928-02:00

En esta reciente encuesta enviada titulada Agricultural Financial Conditions for 2009 realizada por numerosas Universidades de EE.UU., se nota claramente como los profesionales relacionados al gro ven que la crisis financiera impactará en la producción americana tarde o temprano.Los principales problemas provendrían de la capacidad de financiarse y de la mayor exigencia de los bancos, la cual ven

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-61961131868266927132009-03-05T17:54:00.003-02:002009-03-05T17:59:57.813-02:00

In 2008 residents in China reduced meat procurement and outside repast influenced by macro-economy, causing dramatically decreasing livestock products consumption and supply surplus appeared in hog breeding industry, even slaughtering sow in partial areas. And broiler and layer breeding houses are remaining unstable conditions. Large producers are severely affected by Melamine Scandal which also

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-46293313202778257832009-03-05T15:19:00.003-02:002009-03-05T17:52:20.610-02:00

As stated in past papers in this Blog we believe it will be difficult for China GDP to fall below 5-6% in 2009. Confirming our forecasts, yesterday at the opening of China's National People's Congress Thursday, Premier Wen Jiabao promised to bolster the economy and reaffirmed an economic growth forecast of 8% this year -- a level he said is necessary for the nation to avoid social unrest.At the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-39769765674858835672009-02-26T22:18:00.004-02:002009-02-26T22:38:56.615-02:00

Impresionante el discurso de anteayer de Barack Obama ante el Congreso. Extractamos los párrafos relacionados al sector de Food y Agribusiness. En la ultima frase se va confirmando lo que dijimos en Octubre en Agri Food Think Tank sobre el corte a los subsidios agropecuarios que deberían hacer EE.UU. y la UE para paliar los impresionantes deficits fiscales que generará esta crisis en sus

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-69045752127295601062009-02-22T22:18:00.000-02:002009-02-22T22:18:00.404-02:00

This draft from December 19, 2008 written by Carmen M. Reinhart University of Maryland and Kenneth S. Rogoff Harvard University krogoff@harvard.edu The Paper was prepared for presentation at the American Economic Association meetings in San Francisco, Saturday, January 3, 2009 at 10:15 am. Session title: “International Aspects ofFinancial Market Imperfections.”The paper was sent to AgFood Think

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-84773151664199355372009-02-17T18:26:00.003-02:002009-02-17T18:31:22.522-02:00

A snapshot from Alec Oxenford, young entrepreneur who participated at Davos Forum.Participaron 2600 empresarios, políticos y líderes religiosos de prácticamente todos los países del mundo. Hubo récord de jefes de estado y de asistentes del grupo de la nueva generación con 155 representantes de la generación de entre 30 y 40 años de edad. El debate sobre el futuro se dio en dos líneas. Por un

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-59256837626639779202009-01-26T18:23:00.000-02:002009-01-26T18:23:00.371-02:00

Interesante como siguen los casos de productores agropecuarios que se meten en la comercialización. Además de los típicos casos de cooperativas del tipo Fonterra o cooperativas frutícolas de EE.UU. comienza a verse la necesidad de asegurar originación de las multinacionales junto a la necesidad de estar en la mesa comercial de los productores. En este caso uno de los proveedores mas grandes de la

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-74793640271537051472009-01-21T10:08:00.002-02:002009-01-21T10:13:55.969-02:00

Driven by the 2008 Olympic Games, China meat process industry witnessed a fast development. But the year of 2008 is also a difficult year caused by the sharp rise of feedstuff and frequent animal epidemics. However, during the first half of 2008, the sales revenue, profit and ROE level of china meat process industry are all achieved a growth. The slaughtering sector in china is rather scattered.

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-4847307809925175652009-01-15T19:02:00.001-02:002009-01-15T19:02:01.053-02:00

Interesante como en este paper de James Twining the McKinsey se describe el gran negocio que ya está siendo y que será para los bancos el trading de los Bonos de Carbón. Ante la crisis financiera esto está pasando casi desapercibido pero es y será un gran negocio que no puede desatenderse. El año pasado los bancos ganaron 500 millones de Euros y esta cifra podría subir a 2 trillones de euros

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-34498951503969885362009-01-14T15:22:00.000-02:002009-01-14T15:22:00.254-02:00

In this new paper Tim Mc Gavin author of last Game Hunting alerts our readers about current federal Reserve moves and how US bankings are acting and may act in the near futureThis chart from fed shows the "non borrowed" reserves of depository institutions held at the Fed (H3 release from the Feds website). You can see how reserves have gone from negative ( a low of -332 bill in October) to the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-31971649728918962262009-01-12T17:47:00.000-02:002009-01-12T17:47:00.301-02:00

Farm Foundation has released a new report outlining the major challenges and issues agriculture will confront in providing food, fiber and energy to a growing world over the next 30 years. The 30-Year Challenge: Agriculture’s Strategic Role in Feeding and Fueling a Growing World—was developed with input from a diverse set of agriculture and agribusiness leaders, government agency representatives

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com2tag:blogger.com,1999:blog-7834790996983415929.post-58656823441636779652009-01-06T00:18:00.001-02:002009-01-06T00:18:00.872-02:00

A recent paper from Hugo Goldsztein and J. A. Mathews, titled Capturing latecomer advantages in the adoption of biofuels: The case of Argentina. Energy Policy (2008),Click for the complete paper

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-41105240268922612872009-01-03T00:17:00.001-02:002009-01-03T00:17:00.630-02:00

In several posts we will be sending to our network different papers of the causes and possible consequences of current crisis in the agfood sector. In this link Fundación Libertad research work you will find a very interesting approach by Fundación Libertad from Rosario Argentina.En diferentes posts iremos publicando papers seleccionados para nuestros lectores que intentan explicar las causas de

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-51847166422450860882008-12-26T23:46:00.000-02:002008-12-26T23:46:13.750-02:00

The list of comparative commodities we are currently watching would be difficult to share but let´s analyze at least the comparison of down curves prices of soybean, corn, energy goods and oil. Differences are marked. Have soybean and corn been looking for a floor? Oil prices and PCE gasoline, Fuel Oil and other energy goods deep and sharp curve are clearly different.Source AGRI FOOD TTANK

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-84167462320088730032008-12-21T22:45:00.002-02:002008-12-21T23:45:39.384-02:00

Recopilaremos en AGRI FOOD THINK TANK datos que en cualquier libro parecerían ser de ciencia ficción o al menos catalogados bajo el titulo de irracionales por economistas. En este fin de año de 2008 que será siempre estudiado, dejamos a nuestros lectores que los califiquen. Empezamos con estos Hace un año Royal Bank of Scotland junto a Santander y Fortis pagaron $100 mil millones de dólares por

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-73597355683404510832008-12-13T02:26:00.002-02:002008-12-13T02:38:54.954-02:00

We continue in AGRI FOOD THINK TANK analyzing the evolution of the crisis in Asian markets. As our readers knnow we believe that this evolution will be crucial for the prices of commodities and food products worldwide. Exports have decreased 9% for the past month showing the first decrease of the year in China. This shows that the crisis is starting to have important consequences although Asia

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-12866065969380882682008-12-05T19:43:00.002-02:002008-12-08T22:09:32.632-02:00

Agri Food Think Tank calculations reached USD23 billion of FDI in LatinAmerica from China since 2006.Other recent events that demonstrate China's greatly increasing role in the hemisphere include Beijing's new donor membership in the BID, Inter-American Development bank, which for decades was considered a US tool. Almost half of China's initial contribution of $350 million is earmarked for the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-50814870364392308032008-11-30T19:36:00.000-02:002008-11-28T19:43:05.886-02:00

In order to analyze how will demand for ag commodities will react to financial crisis we should keep analyzing Asia demand and how consumers are reacting.Here a couple of analysis from INSEAD professors on the matterAsia feels the pain caused by the crisis but could be poised for rapid recovery. Asia can’t escape the financial and economic crisis that is battering the rest of the world, but the

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-35025788001417765082008-11-26T21:40:00.000-02:002008-11-26T21:40:00.655-02:00

Como venimos previendo en AgriFood Think Tank las perspectivas de oferta sojera para la siguiente campaña se vienen deteriorando. Oil World parece coincidir en parte con estos pronosticos. Según datos de Oil World (OW), la perspectiva de producción sojera para el ciclo 2008/09 se viene deteriorando. Recientemente, la conocida publicación alemana redujo su estimación de cosecha para el

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-6813113497906378262008-11-26T11:36:00.004-02:002008-11-26T12:29:07.373-02:00

As we stated in last month paper, and in other press releases posted in AGFOOD THINK TANK the increase of developed countries fiscal budget to fight against economy depression might have as a counterpart the cut in some areas of farm subsidies in order to decrease fiscal deficit. We don´t know when this will happen. It was surprising, however, that yesterday in chicago, elected US president Obama

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com1tag:blogger.com,1999:blog-7834790996983415929.post-17283642780989841202008-11-23T11:11:00.000-02:002008-11-23T11:11:00.512-02:00

"De los 20.000 millones de dólares que los fondos de índice manejaban en 2000 crecieron hasta los 200.000 millones hacia marzo del presente año", dijo Charles Sernatinger, vicepresidente de Ventas de Fortis Clearing Americas, la división materias primas con sede en Chicago del banco belga-holandés FortisEl gran interrogante que ahora se cierne sobre toda la cadena de valor agrícola es qué rumbo

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0tag:blogger.com,1999:blog-7834790996983415929.post-6880495488532947702008-11-22T21:12:00.004-02:002008-11-22T21:29:08.123-02:00

Excellent analysis of current situation and comparison with different bubbles across the history. Tim McGavin Private Globlal Investor from Australia with an outstanding track record. Thank you for this great piece and we welcome our reader´s commentsGame Huntingby Tim McGavinThe purpose of this document is to attempt to identify the next bubble or mania that is likely to develop. During a bubble

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com2tag:blogger.com,1999:blog-7834790996983415929.post-66551074211791754482008-11-20T16:43:00.000-02:002008-11-20T16:43:00.727-02:00

— An ethanol-fueled spike in grain prices will likely hold, yielding the first sustained increase for corn, wheat and soybean prices in more than three decades, according to new research by two University of Illinois farm economists.Corn, an ethanol ingredient that has driven the recent price surge, could average $4.60 a bushel in Illinois, nearly double the average $2.42 a bushel from 1973 to

thinkingagfoodhttp://www.blogger.com/profile/14122232110796085169noreply@blogger.com0