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    Comments on South America

    Comments in this weeks Pro farmer US newsletter about Brazil. Note Canada's issue are common across the globe.

    Partial quote:

    What’s really happening in South America
    by Editor Chip Flory
    Why would we expect anything less? In a year filled
    with unprecedented market volatility, it should be
    no surprise the outlook for South American corn and
    soybean production is as cloudy as it is. And much of the
    uncertainty is tied directly to what many still refer to as
    a “Wall Street problem” here in the States.
    The credit crunch that’s jamming up the U.S. economy
    is a global problem and Brazilian corn and soybean farmers
    are feeling the squeeze as much as any industry. In a
    typical year, the Brazilian government delivers just-in-time
    loans for growers to finish planting their crops. Ahead of
    those government loans, growers rely on loans from input
    suppliers to purchase seed, fertilizer and chemicals. It’s
    like buying a GM car with a loan from GMAC.
    This year, however, tight credit conditions are forcing
    Brazilian growers to make some tough choices. Many are
    having to decide if they’ll plant all their acres and cut back
    on inputs per acre; or reduce their acres and go with a full
    dose of inputs. It’s tough to grow a “full crop” with either
    of those options.

    End quote.

    Source: ProFarmer USA November 22, 2008 • Vol. 36, No. 47

    #2
    probably three elements holding up the credit - lack of liquidity for financing co.'s to access money, price risk and production risk. there must not be a lot of confidence in a price rally to make it all work out.

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