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            Greg Kostal - President/Owner
The ability to consistently deliver value has one key personal touch. I make it a priority to understand the nature of your business interests. This is done with an interactive approach that builds a solid long term relationship where clients actually are personal friends.

Peas: May 13-18

No surprise, but India is currently a pea export outlet dud. Pea supplies are perceived as huge as tough for the sum of any demand growth to displace what India should normally take. Yet it feels like we are gearing up to quietly move more peas than thought to China because:

i) Peas are a cheap feed/protein substitute landed China,

ii) Peas are a non-US origin soybean equivalent source,

iii) Peas are expected to be relatively demand cheap balance 2018 because protein imbalance is not going to be fixed until 2019 South American availability. China knows that. Driven by confidence this isnít short term, China can plan accordingly,

iv) Sort of like how canola buying is done, China demand spigot can open up when math makes sense. This is not the first time China has been exposed to peas.

v) Sort of like canola where trading participants are many, there are more pea exporters involved (containers et al), which means itís tough to sum the total of all activity in real time.

Itís a tale of large supply versus good feed/protein value. A view on this has just been completed. If would like more detail or on anything else in the reading room, please send me an email or can be reached by  

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