China's concerns about the corn supply (and possible deficiencies)

Beijing remains concerned about the supply of maize, in particular, in the medium and long term, the South China Morning Post reports than China is becoming a big importer of maize-time:

"The Chinese net imports of corn could exceed 20 million tonnes in the three years," said Liu Xiaobo, a food industry analyst of Shanghai Everbright securities. "The largest part of the imports originating in the United States, which is expected to grow maize in the consumption domestic maize ethanol production and the same applies to the export of maize, the country such as Brazil, South America.

"So the Chinese can not be expected to always be able to buy enough maize (corn) from the international market," he said.

Institute of Cngrain.com to the Mainland, according to the information, as well as the need to import one million tons in 2010-11, down to 1,5 million tonnes the previous year. Corn consumption in is expected to increase to 8 million tonnes to 158.163 million tonnes, although the production of maize should grow 155.5 million tonnes to 165.8 million tonnes.

The full article here: corn supply remains a concern in Beijing

This provision does not leave much of the slack in the system.  When the net exporter to the importer countries to Change the status, which can be quite bullish for the specific commodity.  This has happened in the oil market over the past 15 years, more and more countries becoming net importers of goo.
Maize (corn), which traditionally is called up to July 4th rally, has ironically been tear roughly 4 July 2010!The supply situation, combined with the increasing demand of this 12-year-old commodity Bull market, and that the next theme, will be reviewed in the light of our asset investments as Patriarch of Constantinople,

, Jim Rogers, the words: "in the United States, the average farmer is 57 years old," Rogers divided (gives me yet another "how the heck he did not know that offhand?"at this time).

"Who is going to be holding 10 years from now?  These guys are 67 … if they are still around.  And no one has a degree with honors, Marissa received her b.s. in agriculture today. "

"Is not just enough for the farmers in the world.  Is by far the contributions from the empty parcels of land in Japan, believe it or not – no one is holding them. "

He thinks these commodities Bull market could continue to rock and roll for some time because of the "little or no supply has become the line yet."

Source: Live interview with Jim Rogers exclusive in Singapore

Much of the century in the United States is the only driver of conditions.  It is now, we have learned the company front.

Scale Note: there are a few ETFs that track the price of maize (corn), in part, is the most significant BUSINESS AS (DBA).
 

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