Join Judy Ganes as key faculty member for a Thursday 8 March Lorman Training Solutions
Corporate Hedging Webinar.
OUTLINE: Many corporations have shied away from hedging, not recognizing the financial risks and exposure of believing prices will stay static or manageable. They have not properly evaluated the exposure they face. They also shy away from hedging because they are not knowledgeable about futures and options, believing these financial instruments are risky rather than perceiving them as an insurance policy to help mitigate risk.
The presentation will help you recognize the importance of hedging properly and provide a framework for taking the first steps toward implementation. This workshop is critical for companies that might have acquired a business that now face new financial risks and exposures they may not have had before.
Learning Objectives:
- Discuss steps to begin or update a solid approach to corporate hedging
- Explain the necessity of protecting corporate earnings.
- Identify areas of weakness in present risk policy.
- Review current guidelines that may need updating.
Brazil Tour
Judy Ganes returned from her latest junket to Brazil, her fifth field trip to the country since December 2020, with fresh insight into the state of the world's most important coffee crops. Over 10 days she visited areas in Zona da Mata, Minas Gerais and others to assess the 2023 outlook for the world's most important coffee producer. If you would like to gain access to this incisive, firsthand analysis of coffee and other softs, contact us via the link above for detailed product and pricing information.The Coffee Grower's Conundrum
This is Paolo. A 70-hectare coffee grower at 1,200m in Campos Altos, MG. He has held off selling his crop, wanting higher prices to cover rising costs. He is willing to see how production and prices are in 2023/24 but if he can’t meet expenses he will convert his farm to corn or soybeans. Read more...Three views from the field
#MatasdeMinas tour notes: three different views from a week visiting farms in eastern #MinasGerais: 1) very little coffee; 2) a medium amount (rather disappointing for the grower) and 3) an excellent crop. The third condition was the rarity. Very few farms had strong production. Read more...
Food Inflation: Many factors at play
Judy Ganes on Bloomberg Surveillance
- June 10, 2022While core commodity prices have risen on weather problems, higher ingredient costs are only partly to blame for consumers paying more for food this year. Judy spoke to the Bloomberg Surveillance team, audio file embedded in video link here >>>
2021-22 Brazil Tour Video
Coffee Safari in Piumhi, Mina Gerais, Brazil
Judy Ganes felt like she was on a Safari hunting for coffee at this 2,000 hectare farm in Piumhi, MG Brazil. Despite irrigation, finding branches, let alone trees, with a heavy fruit load was elusive. Spotting a small cluster of cherry and even a single one in this area of the farm was like coming across Big Game in a jungle thicket...
Observing Mechanized Robusta Harvest
Judy climbed atop the mechanical harvester at Fazenda Montealverne in Pinheiros, ES, Brazil July 8, 2021. The farm also has pívot irrigation. This method can harvest 80 bags of coffee in 40 minutes and save 80% on labor!
Regional Dryer Operator: Brazil Robusta Crop Shocker
In seeking out the unbiased truth about the crop size, who better to interview than the man that dried the coffee for the región I was visiting. He said farmers were surprised and disappointed st the lower yields.
Brazil’s Frost May Kill Young Coffee Trees, Hurt Crops for Years
Above: Reiner’s young coffee trees that were damaged by frost in Monsenhor Paulo municipality, Minas Gerais state, Brazil. Courtesy: Joseph Reiner
By Fabiana Batista and Marvin G PerezJuly 22, 2021, 6:52 PM GMT+2
The severe frost that ravaged major arabica-coffee areas in Brazil earlier this week is especially deadly for young trees, which could greater losses for farmers and hurt production for years.
The death of young trees increases the likelihood that the crops even two years from now will be compromised, according to Judy Ganes, a consultant who has covered the market for more than three decades. Farmers will have trim off damage, destroying yields, or replant their fields. (Full story here)
The death of young trees increases the likelihood that the crops even two years from now will be compromised, according to Judy Ganes, a consultant who has covered the market for more than three decades. Farmers will have trim off damage, destroying yields, or replant their fields. (Full story here)
A must-have look at coffee market fundamentals. Each week, get our analysis and opinion reflecting decades of coffee market experience, from boardrooms to plantations. Published a minimum of 47 times per year.
A vital resource for anyone needing to understand the dynamics of softs markets. Each week you’ll get into coffee, cocoa, sugar, cotton and orange juice from production yields to pricing dynamics. Published a minimum of 47 weeks per year.
Each month the Softs: Fast Facts report provides detailed datapoints and analysis on coffee, cocoa, sugar, cotton and orange juice markets. Topics include economic and political influences on the markets, weather, pertinent statistics, as well as predicted relative market strength.
Six times a year, the Coffee In-Depth report provides invaluable context on pricing, supply & demand estimates and other key factors affecting the coffee market. Your one-stop shop for independent, unbiased commentary from one of the most seasoned soft commodity experts in the industry today.
The Softs: In-Depth Report looks at key factors, critical trends and issues affecting the price of soft commodities. We bring incisive market analysis, context and opinion to the most timely issues. The last word on pricing, supply and demand estimates and other key factors affecting softs markets.
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