Stephen Nicholson, global sector strategist of grains and oilseeds for Rabobank, said the U.S. hard red winter crop is big and getting larger as the weeks tick by. On the surface that sounds like it would be bad news for Canada's spring wheat growers, but he said big yields often correlate to low protein levels for U.S. HRWW.
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Good demand expected for Canada’s two biggest crops

More acres expected for soybeans, canola, Rabobank says
RaboResearch arm sees Canada's exporters 'struggling' with margins
MarketsFarm — Farmers in the U.S. will seed more soybeans in 2024-25, with Canadian canola plantings also expected to rise to a lesser extent, according to a grains and oilseeds […] Read more

Rabobank to offer Canadian farm-level lending
Dutch co-operative bank's Canadian arm to loan directly to farmers, starting on Prairies
Updated — A global financing firm operating at higher altitudes in Canada’s food and agrifood sector now plans to expand its business down to the farm and ranch level. The […] Read more

Telus, Rabobank ag arms buy into farm data aggregator
Companies join in on deal for Minneapolis-based Conservis
The agriculture arms of one of Canada’s major telecoms providers and a major Dutch bank and financial services firm are taking a stake in a tech firm in the business […] Read more

Flush with cash, Chinese hog producer builds world’s largest pig farm
China | Reuters – Behind the walls of a hulking industrial compound in rural China, top pig producer Muyuan Foods is trying to raise more hogs on a single site […] Read more

China’s pork imports seen doubling in 2019 on swine fever impact
Wuzhen, China | Reuters — China’s 2019 pork imports are set to double from last year to two million tonnes, a Rabobank analyst said on Thursday, as African swine fever […] Read more

Record crops to send grain stocks to all-time peak, IGC says
London | Reuters –– Global grain stocks are expected to surpass 500 million tonnes for the first time at the end of the 2016-17 season, the International Grains Council said […] Read more