Tuesday, October 20, 2020

October 19th, 2020 Edition

 


“Well, at least we will make it home… it’s a good thing brakes are optional!” – Samia Cartwright

 

Yep, you guessed it… I had the young daughters out in the old classic pick-up the other day running a couple errands, and on the last leg of the trip, we all got a scare with a brake hose bursting and a loss of stopping power.  Fortunately, we were able to limp it home while avoiding any close calls, but the bad news is two-fold – she (and now her sister too) thinks vehicle brakes are non-essential safety equipment, and she still remembers the one time (or was it twice?) we got stranded in the old behemoth.

Well, there is no optional safety equipment these days on the farm.  With the high value of equipment, labor, and insurance, implementing safety procedures and protocols should always be front of mind for our families and employees.  I continue to be amazed that we don’t have more farm accidents in the countryside, but then again, I probably don’t hear about all of them. 

Thankfully, our farm machinery manufactures also keep safety top of mind by providing farms with efficient and safe equipment.  If/when you get the chance, be sure to tell your equipment manufacturer representative that their company’s efforts around safety are much appreciated and they need to keep up the good work!  Good luck to you and your teams for this years’ remainder of field work.


Weather and Corn Development

Well, the weather turned quick on us, but I guess that’s life in the far Northern Plains.  Since our killing frost in early September, we’ve had above average temperatures and dry conditions, but now, it feels like the end of autumn with below freezing temps every morning and daily highs struggling to maintain above 35F.  Unless something dramatically changes, we’ll be lucky to garner any additional GDD’s moving forward and thus unlikely to see any significant further loss of grain moisture content for the remaining acres of standing corn and sunflowers.  When conditions are like this, it’s common to only experience 1-2 points of moisture loss per month, or ¼ to ½ a point per week.

The GDD accumulation for our region since our killing frost on September 8th and 9th will end with close to 300 growing degree days accumulated in most locations, but ranging from 250 to 350 GDD’s from north to south across the region.  When we look at the 30-year normal accumulation over this time frame (from 1981 to 2010), we see a lot of variability versus the 2020 season, but most locations were 10 to 30 GDD’s above average this year which provided an extra full point or two of grain moisture loss.





I’ll count on your weather app for the best guidance through the 7-8 day forecast, but looking beyond that, I’ve found this site from NOAA to be fairly reliable for a general 8-14 day outlook (next week).  https://www.cpc.ncep.noaa.gov/products/predictions/814day/index.php

For the late October timeframe, the forecast is to have greater chances of below average temperatures and below average precipitation.

The NOAA group also provides three month outlooks.  If we would like to get a general forecast for the first three months of 2021 (Jan-Feb-Mar), it can be seen here: https://www.cpc.ncep.noaa.gov/products/predictions/long_range/seasonal.php?lead=3

This forecast currently predicts below average temperatures, while also calling for slightly greater chances of above average precipitation.  It may turn-out that we have plenty of time for our shop projects before any farming activities can begin for the upcoming growing season.


Regional Soil Temperatures

Despite the dramatic shift to colder air temps, soil temps should remain above freezing for the near term.  Typically, we don’t have soil freeze-up until mid to late November, but there are always exceptions.  It looks like we lost a good 10 degrees F of soil temp in most locations over last week’s map.



US Crop Progress

The USDA estimates corn harvest at 60% of the way completed for the year across the US, and the soybean harvest at 75% completed across the nation (last week 40% and 61% respectively).  For North Dakota, these numbers are 55% for corn (19% for the 5-year average in the state) and 92% for soybeans (58% for the 5-year average).

The National Sunflower Association (NSA) estimated the nation’s sunflower harvest progress at 40% complete which would be about 2-4 weeks ahead of average pace.  The sunflower production continues to be estimated at 2.81 bil lbs with an average yield per acre of 1,730 lbs (which would tie the record yield level).

By now, the traders know where this US crop is going to land for production and all eyes will be on the export and carry-over volumes looking ahead (more on exports later).

https://usda.library.cornell.edu/concern/publications/8336h188j?locale=en


ADM Enderlin Releases ’21 Sunflower Pricing

Last week, the ADM Enderlin oil-seed crushing facility announced their 2021 sunflower contracting opportunities.  I’ve heard Cargill in West Fargo has bids out as well.

For ADM, cash NuSuns are starting at $17.75/cwt and Hi-Oleics will be offered at $18.00/cwt to begin the contracting season.  Act of God (AOG) contracts come at a cost of $0.50 below the above stated prices.  Contact ADM at 701-437-3000 for details and market opportunities.  Cargill of West Fargo can be reached at 701-282-1631.

https://www.cargillag.com/explore-contracts https://admfarmview.com/cash-bids/bids/enderlin


Sunflower Combine Safety

Speaking of sunflowers, the NSA (National Sunflower Association) had a great reminder last week around harvest safety in regards to combine fires.  The sunflower harvest produces a very fine sunflower dust which can become highly combustible under dry, low humidity conditions.  Here are a few key bullet-points to help prevent extensive damage with harvest machinery fires:

·         Use compressed air to keep the engine bay clean on field equipment (especially exhaust manifolds, radiators, and engine).  If conditions are extreme on the dry side, you may need to conduct this task every couple hours or sooner

·         Try nighttime harvesting when relative humidity can be higher

·         Keep some water available in a hand sprayer as well as a fully charged fire extinguisher on the combine.  Some operations will have a water truck on the field edge as well for a quick response should the need arise.

www.sunflowernsa.com/growers/Surveys/Combine-Fire-Responses/


Exports Highlighted in FAS (Foreign Ag Service) Report

Last week, the FSA reported positive news regarding many agriculture exports.  Here are the highlights:

·         China soybean purchasing from the US is rebounding and causing the current US bullish market conditions as soybean supplies in South America are limited

·         US soybean near-term commodity price is above $10/bu for the first time since June of 2018

·         China pork production is rebounding from the African Swine Fever and thus China is forecasted to decline somewhat in meat imports, but the global outlook (excluding China) for meat imports will improve in 2021


·         The US is competing with Ukraine for corn exports to China and since Sept 1, US corn shipments to China were ahead of Mexico as the largest destination for US production

·         The poor quality of 2019’s US corn crop (test weight, high FM) contributed to smaller corn exports from the US.  The 2020 crop is forecasted to have better quality and increased export demand.

 


https://farmpolicynews.illinois.edu/2020/10/recent-fas-reports-highlight-soybean-meat-and-corn-export-variables/


US-China Phase I Tracking

It’s been awhile since we’ve reviewed the Phase I Trade Deal between the US and China, but the most recent data I could find was from the end of August.  The good news is the import trend by China from the US continues at a strong and elevated pace.  However, the volume in question still lags behind the commitment levels agreed upon and there is only four months remaining to hit the Phase I targets.  I would think infrastructure logistics will now come into play to prevent Phase I goals being met.

The following link has some great charts and comprehensive review of the Phase I Trade Deal:

https://www.piie.com/research/piie-charts/us-china-phase-one-tracker-chinas-purchases-us-goods


Product Spotlight – Pioneer Canola

The Pioneer sales team is highly excited about our canola line-up moving forward.  We finally have significant supplies of LibertyLink™ herbicide technology with HarvestMax™ (pod shatter tolerance).  There are two hybrid offerings with these traits in a Pioneer bag and the primary difference would be the addition of white mold tolerance in one of the hybrids.  If you have Liberty™ canola in your farm plans for 2021, please contact me or your Pioneer sales agent to learn more about P505MSL and P506ML.

For those of you who like to participate in Cargill’s non-GMO canola program to gain some price premiums, we do have a couple new Clearfield canola hybrids to fit this market.  And yes, one of these hybrids (P508MCL) brings HarvestMax™ technology to the table to give you better harvest flexibility around swathing timing or straight-cutting.

For our customers who still may prefer glyphosate technology, we continue our tradition of bringing straight glyphosate (RR®) products to the market with hybrids specialized in blackleg tolerance (45H42), pod shatter tolerance (45M35, 45CM39, and 45CM44), or above average standability (45M35 and 45H42).  Many of our Pioneer canola hybrids have clubroot resistance and we are incorporating a second line of clubroot genetic resistance as well.  Finally, Pioneer canola hybrids are straight herbicide offerings – no stacked herbicide traits (i.e. RR/LL are not offered as a stack within the same hybrid)

Lastly, our new seed treatment insecticide (Lumiderm™), is gaining a lot of recognition in the country side as a solution to help battle the very consistent threat of flea beetles during crop emergence.  Many growers are experiencing with Lumiderm™ a prolonged period to scout and spray during the busy spring season, while several other growers are seeing enough control to avoid any further additional insecticide applications and cost.


Syngenta® Makes a Minor Acquisition

The Syngenta® Group has announced an acquisition – Valagro® (a biological company based in Atessa, Italy).  Syngenta® targets this move towards fulfilling their ‘Good Growth Plan’ to improve environmental sustainability.  

Financial details of the business deal were not divulged in the Syngenta® press release, but Valagro’s® sales revenue in 2019 was estimated at $175 mil.  Valagro® has been an active player in the ag market for 40 years, serving Europe, North America, Asia and Latin America with more than 700 employees, 13 subsidiaries and eight production sites around the world.

Valagro’s® suite of products include micronutrients, various chelated plant nutrition, humic acid, and plant biostimulants. 

https://www.valagro.com/en/

https://www.syngenta.com/...acquires-leading-biologicals-company-valagro


Random Agricultural Facts – Bacon!

A couple of weeks ago, I was curious to the amount of bacon consumption per person in the US.  Well, I couldn’t find any concrete USDA data or other stats, but I did find this website with some interesting tidbits about the topic: (https://southfloridareporter.com/the-average-american-consumes...

Here are the supposed highlights:

  • Bacon is one of the oldest processed meats.  The Chinese have been salting pork bellies for over 3500 years
  • Bacon is a good source of choline, and pregnant women are encouraged to ingest some choline to aid in fetal brain development
  • During the second World War, bacon fat was actually sought after and collected in the US as it was used to make glycerin, which in-turn was used to make explosives

  • The phrase “bringing home the bacon”, was not originally a reference to making money.  Conversely, it relates back to the 12th century in England when the church would reward any married man a side of bacon if he could confess to a length of time of at least a year and a day without argument with his wife.  Husbands who “brought home the bacon”, were therefore considered good men and good citizens (interesting that there was no tie to fidelity for this designation)
  • The first slices of bacon that were pre-wrapped for grocery store shelves became available in 1924 thanks to… you guessed it, Oscar Meyer.
  • And here’s the data on consumption – unfortunately it’s conflicting as the above website provides both these statements:
    • The US consumes more than 1.7 billion lbs of bacon per year (assuming 330 mil US citizens, this equates to about 5.1 lbs of bacon per person)
    • Americans eat over 5.6 billion lbs of bacon per year (this would equate to about 17 lbs per US citizen assuming the same 330 mil US citizens – I would tend to believe 5 lbs/person over 17, but it’s just a hunch)




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