I make it a priority to
understand the
nature of your
business interests.

APPROACH

We all go through a process to make a pricing-decision. My job is to become your in-house research analyst, so that you have the best fundamental information to do your job better.

Everybody can access generic information and government or weather reports at the same time. What differentiates the research and distinguishes me are the contacts, style, delivery, approach and detail that are not readily available. There is so much information out there, but by focusing on what really matters and by leveraging observations, trends & opinion, decisions can then be made with confidence and less on emotion.
            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.


Barley: July 18-20


20/21 barley price discovery is poised to be different than many of past decade. Hereís what you need to know.

i) Large Canada barley crop size means ample supply. But this is to have a minimal bearish domestic price response like majority of other large crop size years.

ii) Southern Alberta is to import little grain first half of crop year because of larger local crop size, but mainly because shippers there are gunning to export grain than import & transload.

iii) Low protein or offgrade wheat should incrementally become competitive as a feeding choice in regions where truck logistics work. Itís a necessity.

iv) The biggest adjustment to thinking is what could become a monster Canada export program. The risk to domestic users is that China cherry-picks volume early. Unless timeline or rules change, Australia and China began a 5 year spat that involves tariffs which means little Australian barley will go to China. More of it will go to places like Saudi or Japan, but Canada has an opportunity to competitively fill-the-gap to China much of the time. Thatís because a US $10-15/t freight advantage over Black Sea procurement landed China is suffice to create strong-enough shipping margins and flat price to farmers to incent and harmonize movement.

Logic and guidance has just been released. If you would like more detail on this or on anything else in the reading room, please send me an email or can be reached by  









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