LCMC AGS WEEKLY NEWSLETTER | November 24, 2022

No 55 - Global Grain

Dear , New Format. Please find below the link to our latest report, this week on Global Grain. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


SPECIAL REPORT | November 17, 2022

Freeport LNG -- A Recap of the Redacted RCFA

On the evening of November 15, 2022, Freeport LNG released its summary of the independent Root Cause Failure Analysis (RCFA) performed by the IFO Group. Later that same evening, a report from Reuters referenced a redacted copy of the full-length RCFA which was submitted to the Pipeline Hazardous Materials and Safety Administration (PHMSA). We were unable to access the redacted document via the PHMSA’s website directly, but obtained a link thanks to the reporting of Reuters’ Gary McWillia.....


LCMC AGS WEEKLY NEWSLETTER | November 16, 2022

No54 - Corn

Dear , New Format. Please find below the link to our latest report, this week on Corn. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | November 04, 2022

No53 - Wheat

Dear , New Format. Please find below the link to our latest report, this week on Wheat. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


SPECIAL REPORT | October 24, 2022

ESG: A Contributing Factor to Growing Natural Gas Production

On September 30, 2022, the EIA released the Natural Gas Annual (NGA), which provides final 2021 data on supply and demand components for US natural gas balances previously estimated in Natural Gas Monthly (NGM). Among the revisions were upwards adjustments to 2021 US gross natural gas withdrawals (production), which averaged 0.50 bcf/d. US marketed and dry gas production volumes were revised even higher by 0.87 bcf/d and 1.02 bcf/d respectively. The question arises of how can dry production, the.....


LCMC AGS WEEKLY NEWSLETTER | October 24, 2022

No52 - Soybeans

Dear , New Format. Please find below the link to our latest report, this week on Soybeans. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | October 12, 2022

No 51 - Corn - 12th Oct22

Dear , New Format. Please find below the link to our latest report, this week on Corn. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | September 29, 2022

No50 - Wheat

Dear , New Format. Please find below the link to our latest report, this week on Wheat. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | September 16, 2022

No49 - Corn

Dear , Please find below the link to our latest report, this week on Corn. Key points: - In her book  Seven and a Half Lessons about the Brain , Dr L. Feldman-Barrett recalls the story of a man drafted against his will and who served in the Rhodesian army during the Rhodesian Bush War in the 1970s. One morning, “with a pounding heart, he saw a long line of guerrilla fighters dressed in camouflage and carrying machine guns. Instinctively, he raised his rifle, flipped off the safety catch, squinte.....


SPECIAL REPORT | September 15, 2022

Rail Strike?

A nationwide rail shutdown is set to go into effect as early as 12:01am ET on Friday, marking the first nationwide railroad worker strike since 1992. The consensus view is that a strike will be avoided at the last minute, and we expect the parties involved to extend the negotiation period by another 30 days. However, we do believe that ultimately, a strike is likelier this time than it has been in the past 30 years. In this note, we discuss the process that brought the dispute to this juncture, .....