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Analyst Insights Alberto Carmona

142 Insights

Alberto Carmona

Graduated at the University of Seville (Spain) and University of Paderborn (Germany) with a Bachelor in Economics and Business Administration and an Executive MBA from Institute San Telmo (partner school of IESE). Worked in Abengoa Bioenergy from 1999 through 2017 when I founded NixAl Commodities, an Ethanol boutique focused on market intelligence, risk management and engineering. Professional background in financial and commercial activities, promoting and financing renewable energy projects in Europe, Brownfields and Greenfields. I have been active in the international development of Bioethanol since 2001 having lived and worked in The Netherlands, Brazil and U.S., the three main markets, while leading global trading operations, risk management and lobbying.

Weather Presents Wheat, Corn Price Wildcard

The global grains market remains comfortably supplied this week. However, volatility remains as events in the Black Sea continue to be unpredictable. Weather events could be the wild card for prices.

Alberto Carmona

10 hours ago

3 min read

WASDE Latam Corn Projections Diverge from Conab, BAGE

  • The week was mainly neutral for wheat and corn.
  • The latest WASDE report painted a picture of high grains stocks.
  • However, USDA figures differ greatly from official estimates in Argentina and Brazil.

Alberto Carmona

1 week ago

3 min read

plantações de milho

US Corn Plantings Begin

  • US corn plantings made a good start.
  • Wet weather in the middle of last week helped soil moisture.
  • There are rumours China has cancelled corn purchases, but no confirmation.

Alberto Carmona

2 weeks ago

3 min read

All Eyes on Northern Hemisphere Grains Planting Season

  • While corn planted area is falling in the US, stocks are still extremely high.
  • Any wheat gains due to Russia’s attacks on Ukraine began to reverse.
  • The next big indicator for fundamentals will be the northern hemisphere’s planting season.

Alberto Carmona

3 weeks ago

3 min read

Black Sea Uncertainty Pushes Up Wheat, Corn Price

  • There has been another attack in the Black Sea.
  • The EU is mulling import tariffs against Russian wheat.
  • These factors have helped provide support to wheat and corn prices.

Alberto Carmona

4 weeks ago

3 min read

Bottom of Corn Market Reached, Wheat Remains Bearish

  • The picture has turned less bearish for corn and soybeans following March’s WASDE report.
  • Russia’s influence on the wheat markets continues to weigh on prices.
  • Now in the northern hemisphere, farmers must decide what to plant.

Alberto Carmona

1 month ago

4 min read

Wheat Price Tumbles as Russian Discounts Force Reductions

  • Both the corn and wheat markets remain well supplied.
  • Russia weighed on the wheat markets this week by selling lower, pushing others down.
  • The market seems to have priced in most potential production issues.

Alberto Carmona

2 months ago

3 min read

Corn Market Nears Bottom

  • At current prices corn will lose acres to soybeans in many producing regions.
  • The US corn stock to use ratio will be the highest since 2016/17 this year.
  • Russian wheat exports are weighing on the market.

Alberto Carmona

2 months ago

3 min read

Russia to Add More Wheat to Oversupplied Market

  • The grains markets are all still very well-supplied, meaning prices look bearish.
  • But the floor should be close as the US pulls back on planted areas due to low profits.
  • Weather in South America and the northern hemisphere will be the main price drivers.

Alberto Carmona

2 months ago

3 min read

Grains Pushed Lower by Higher February WASDE Numbers

  • February’s WASDE report confirmed ample global grains supplies.
  • Grains markets dipped on higher-than-expected production figures.
  • With a well-supplied market, prices look fundamentally bearish.

Alberto Carmona

2 months ago

4 min read

Mild Weather Creates Downside Risk in Grains Market

  • All grains markets globally are well supplied.
  • Mild weather conditions across the Americas lower production risk.
  • The USDA should revise corn production estimates upwards in Thursday’s WASDE report.

Alberto Carmona

3 months ago

3 min read