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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.

Ukrainian Corn Plantings Suffer as War Rages On

  • Ukrainian corn plantings are down following Russia’s invasion. 
  • The FAO thinks between 20-30% of the country’s area will be left unplanted or unharvested. 
  • Any planted corn should suffer poor yields with field access limited.  

Alberto Carmona

2 years ago

2 min read

Ukrainian Grains Production Faces Severe Delays

  • The USDA overlooked three key issues in the March WASDE. 
  • Ukrainian corn plantings and wheat harvesting will likely be delayed. 
  • Global grains yields should also be poor with fertiliser supply limited.  

Alberto Carmona

2 years ago

3 min read

Low Fertiliser Supply Drags Down Global Grains Output

  • Ukrainian grains production should be poor due to the ongoing war. 
  • Yields in other countries should also dip on reduced fertiliser supply. 
  • Prices should remain high with Black Sea supply suspended.  

Alberto Carmona

2 years ago

3 min read

Grains Exports Suspended as Russia Invades Ukraine

  • All grains rallied last week as Russia invaded Ukraine. 
  • Exports were suspended, jeopardising over 2m tonnes of nominated shipments. 
  • This has worsened an already tight supply picture.  

Alberto Carmona

2 years ago

3 min read

Grains Production Estimates Slashed as Impact of La Niña Shows

  •  La Niña has prompted widespread reductions to global grain production estimates. 
  • South America’s recent rains came too late to save yields. 
  • Dry weather should hit the region again soon, tightening global grain stocks.  

Alberto Carmona

2 years ago

3 min read

Russia Bans Fertiliser Exports

  • Russia has banned nitrate-based fertiliser exports. 
  • This could hinder grains crop development in major regions, including Brazil. 
  • Meanwhile, La Niña has hit soybean and corn yields in South America.  

Alberto Carmona

2 years ago

2 min read

Conflict Continues Between Key Grains Suppliers

  • The conflict between Russia and Ukraine, as well as La Niña, are both worrying for grains. 
  • The conflict could disrupt supply with Russia and Ukraine responsible for 30% of global wheat exports. 
  • Any disruptions to these flows will have a major impact on prices.  

Alberto Carmona

2 years ago

3 min read

The Russia and Ukraine Conflict is Bad News for Grains

  • Our sights are set on the conflict between Russia and Ukraine.
  • Ukraine is a major exporter of corn and wheat, so supply could be disrupted if things escalate further.
  • The US has ordered the evacuation of US citizens, which suggests the situation is worsening.

Alberto Carmona

2 years ago

2 min read

The Grains Rally Finally Relents

  • The December WASDE marked the end of grains’ recent rally. 
  • We remain worried about fertilizer supply and La Niña, though. 
  • The US has asked Germany to delay permits on Nord Stream 2, so fertilizer could become even more costly.  

Alberto Carmona

2 years ago

3 min read

La Niña Has Been Confirmed in Brazil

  • La Niña should bring dry weather to Brazil between December and February.
  • This is when the first corn crop will be developing.
  • The adverse effects could be amplified as farmers use less fertilizer due to high prices.

Alberto Carmona

2 years ago

3 min read