Informa numbers

[brian99]

Informa came out with their 2011 US numbers and something doesn't add up.
Corn 90.903 vs 88.192 for 2010
Soybeans 76.654 vs 77.404 for 2010
Cotton 13.080 vs 10.769
Winter wheat 40.990 vs 37.335
Spring wheat 14.326 vs 13.698

Thats 235.39 total acres seeded in 2011 vs 227.39 in 2010. 8.5 million acres more. I know there's some double crop down there, and I thought about 1.5 million acres were eligible to come out of CRP. What's up? 8.5 million acres is huge.

[charliep]

ARD has a contract with Informa and they have been talking about the extra acres. Some double cropped (increased SRW acres), some CRP, some just acres taken out of other things reflecting the prices/profit potential. Will have to be watched. Also will not be prime land so to speak. Yield potential not as great for the new acres (otherwise would have been in production in the past).

[charliep]

With some cooperation from Mother Nature (realize the challenges on the east side of the prairies), acres will be up in western Canada. Any sense on the number of acres of forage (annual and perrenial) that will be broke up and converted to crops? Silage acres?

[cottonpicken]

Lol,look at unemployment,CPI and accured
liabilities stats if you want a real laugh,it's all bs.


And if your really into the bs look at our
governments cmhc liability exposture. That last
sixty billion one time defect expense is nothing to
what's coming down the pipe.

[brian99]

Double cropped acres means lower yields. CRP acres means lower yields. Both potentially good for us.

Charlie, there's very little annual forage production going on here with low calf prices up until this fall. I could see guys putting in a little something to pasture calves fall/winter 2011 after they see the high prices I expect this spring for backgrounders. Annual forage acres could actually go up. Guys might have room on native ranges to throw some extra out if they didn't buy cows. Hay acres will go down, but we're burning through the feed with this terrible winter. Rain on the weekend froze the snow even harder. Cows can't hustle at all anymore. It takes a blade to open up swaths, a loader won't do it. Anyways, hay acres down. Silage acres who knows. Feedlot numbers down as more and more cows get hung on a hook, but corn yields sucked. Barley sucked worse, so guys might put more in to lift their piles for 2011. Silage prices are a derivative of grain prices, maybe a good play if you have a market to sell into, hmmm...

Cotton, I'm fully aware of the gov't BS factor involved in all these prognostications, believe them at your peril. With all these credit liabilities, why is everyone yipping about higher interest rates? I don't think anybody on the continent can afford higher rates. I think they will tighten the credit lending regs, not raise interest rates. Good for bank stocks, sucks for leveraged borrowers (like farmers).

[BTOfarmall]

Laugh out Loud...

8.5 Million Ares ain't that big. Ain't worried about it, if'n it even True. You need to git out and see Dee World Boyyy..........

You Cow Guys Nowadays. Makes me want to squash you's. You's are so god dam lazy dese days it ain't even funny. Make da poor animal swath graze. What a WASTE OF FEED. Are you's to scared to bale it or whats da problem??? Same wit grindin' hay out in da open, have you's seen da waste??? Buy some Drillin Pipe and build youselves tirty foot portable bunk feeders. Simple to do if'n you's know whatch yer doin'.....

[theplowboy]

With these corn and soy prices, I bet every US
hay farmer that can grow corn will be ripping up
the alfalfa....I have travelled lot through the
states. They can find another 8 million acres if
the grain price is right.