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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (27866)	4/19/2005 2:40:26 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

For some reason people ignore the explosive population growth in ME, Africa and SE Asia If that's a factor why are grain prices at or near all time lows? Mish

To: Haim R. Branisteanu who wrote (27866)	4/19/2005 2:42:41 PM
From: regli	Read Replies (1) \| Respond to of 116555

Very good points, Haim!

To: Haim R. Branisteanu who wrote (27866)	4/19/2005 3:18:27 PM
From: ild	Read Replies (1) \| Respond to of 116555

Haim, do you have numbers for sugar production in Ukraine? Ukraine used to be #1 sugar producer in USSR.

To: Haim R. Branisteanu who wrote (27866)	4/19/2005 3:48:40 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 116555

Good summary...are there any publically traded pure play producers, or is the only decent play the commodity?

To: Haim R. Branisteanu who wrote (27866)	4/19/2005 6:38:33 PM
From: RealMuLan	Read Replies (2) \| Respond to of 116555

One black horse is the sugar production in China. As of now, the cost of sugar production in China is 42% higher than that of Brazil (the lowest sugar cost in China is $226.4/ton, while the cost in Brazil is $160/ton). Plus the current world market still has an oversupply for sugar, so the production in China is subdued. But things will change. The high cost in China mainly due to the gov. bureaucracy and agricultural tax. In another 2 years or so, all the gov. tax will be phased out, as well as most of the bureaucracy (since those officials are there to collect tax), the sugar cost in China will decrease too. And then China may even start to export sugar<g> Remember several years ago, the world was counting on China to import a lot of corn. But then instead of importing, China exports more corn. Similar thing might happen to sugar too<G>