LCMC AGS WEEKLY NEWSLETTER | July 27, 2021

No 8

Dear , Please find below the link to our latest report, this week on Corn ! Key points: As corn pollination enters its peak phase across the US Midwest, market focus slowly turns to yield estimates ahead of the August Crop Production Despite weather jitters of late in the US, one should still expect above-trend US corn yield this season Any revision toward the trend yield would certainly curtail ending stocks. Nevertheless, a lower yield may come with lower domestic consumption. Ongoing bipartis.....


LCMC AGS WEEKLY NEWSLETTER | July 20, 2021

No 7

Dear , Please find below the link to our latest report, this week on Wheat ! Key points: For now, EU wheat output may reach 134 million MT in 2021-22, with no change to the German crop forecast at 22.6 million MT. Crop quality related issues are the topic of the moment, with many in the trade accounting for more feed wheat than earlier anticipated this season. Across the pond, the USDA revised down US wheat ending stocks for 2021-22 on the back of lower supplies and beginning stocks. All wheat p.....


LCMC AGS WEEKLY NEWSLETTER | July 13, 2021

No 6

Dear , Please find below the link to our latest report, this week on Soybeans ! Key points: The oilseed complex continues to consolidate on the back of better-than-expected crop forecasts in the world and rapeseed harvest pressure in Europe. With a lack of new fundamental drivers of late, soybean prices may remain range bound in the short-run Overall, it may take a more severe deterioration in US crop conditions or a substantial new crop export sale to drive soybean prices to fresh new highs for.....


LCMC AGS WEEKLY NEWSLETTER | July 06, 2021

No 5

Dear , Please note that we will split our Weekly in : - a Fundamental part - a Volatility part, with a follow-up on past ideas, sent separately. Please find below the link to our latest report, this week on Corn ! Speak soon. Erel-Antoine Goren +44 7 551 35 34 37 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | June 30, 2021

No 4

Dear , Please find below the link to our latest report, this week on Cotton! Always happy to hear your feedbacks. Speak soon. Erel-Antoine Goren +44 7 551 35 34 37 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | June 22, 2021

LCMC Weekly Ags 22nd June21

Dear , Please find below the link to our latest report, this week on Soybeans! Always happy to hear your feedbacks. Speak soon. Erel-Antoine Goren +44 7 551 35 34 37 icechat: eagoren1


LCMC AGS WEEKLY NEWSLETTER | June 15, 2021

15th Jun 21

Hello {{subscriber.first_name}}, Please find below the link to our latest report, this week on Wheat ! {{list__document_html | safe}} Dont hesitate to ask any questions you may have. Speak soon. Erel


LCMC AGS WEEKLY NEWSLETTER | June 09, 2021

June 09, 2021

Dear , We are pleased to start this weekly report, our modest contribution to give insights in a format that will likely evolve depending of your needs and suggestions. For the report content, we deliberately started with leaving Macro aside and will select 1 product in the Agri space per week to discuss. We will first give some general comments on fundamentals, then focus on volatility and express our view; ready and happy to talk with you and answer to your questions as accurately as we can. P.....


EARNINGS CALLS | May 31, 2019

May 31, 2019

With 2019 marking the year of ‘free cash flow’ optimization for producers, this quarter was the first glimpse into how producers were adjusting to stricter CAPEX budgets and changing shareholder expectations around production. The Anadarko Petroleum takeover loomed large over this quarters’ calls with analysts poking around to determine “who’s next?” On a play-by-play basis, negative gas pricing in the Permian made associated gas a focus this quarter and recent announcements from Midcontinent .....


EARNINGS CALLS | April 02, 2019

Oil and Gas Producers (4Q 2018)

“Organic” and “local” do not belong to the list of words commonly used in E&P earnings calls. Yet, both terms came up this quarter to describe changing attitudes towards supply and demand, respectively. Producers “living within their means” are lowering leveraged CAPEX , focusing on free cash flow, share buybacks, reducing costs and finding capital efficiencies in order to grow organically . And in certain cases – such as the Marcellus – they are also focusing on local demand growth to find .....