by Jim Roemer | Jul 31, 2019 | Climatech, Commodities, Weather
There are grave concerns about China not working with Trump (for good reason) to settle the Trade War dispute. These have helped to pressure grain prices again. Many analysts keep talking about millions of acres of corn not planted, thus preventing the planting...
by Jim Roemer | Jul 30, 2019 | Commodities, Weather
Last Thursday, I began alerting private clients about the AAO index going negative. The implications were to be some frost affecting the wheat crops in southern Brazil and probably the coffee in Parana. At present only about 1% of the Brazil coffee crop is grown in...
by Jim Roemer | Jul 23, 2019 | Climate, Commodities, Weather
Natural gas production has consistently reached new record-high levels in recent months. The Energy Information Administration (EIA) expects production growth will begin to decelerate in the coming months, but it may take some sustained hot weather to keep natural gas...
by Jim Roemer | Jul 12, 2019 | Commodities, Energy, Weather
New Orleans and Texas are no stranger to hurricanes. Hurricane Katrina in August, 2005 created one of the worst national disasters in history, while two years ago, the city of Houston witnessed more than 30″ of rain that temporarily put the nation’s...
by Jim Roemer | Jul 8, 2019 | Commodities, Weather
I began telling clients “quite” early (June 23rd) about the possibility of some frost to Brazil coffee leaves and trees. A lot is still unknown about the effects of this past weekend’s frost. Often market moves on frost are psychology. Here is some...
by Jim Roemer | Jun 26, 2019 | Commodities, Weather
“Where is the next pot of gold in commodities, as I continue to tour European wheat areas?” Roemer The big commodity movers of late have been in the non weather markets in both gold and crude oil. These two markets have been breaking technical resistance...
