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Brazil Coffee Areas Seen Drier than Normal in Next 5 Days

Regions of southern Espirito Santo, southeast Minas Gerais and southeast Sao Paulo are forecast to be wetter than average In the next five days thereafter, the whole Brazilian coffee region is expected to be wetter than average, except for the northern coffee region, which is expected to be slightly drier than normal

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09 November 2019

 

 

Big Picture Long Term November 8th 2019

 

Eoin Treacy's view

A link to this week's Big Picture Long-Term video commentary is posted in the Subscriber's Area. 

 

 

What's Happening to US Shale Production?

Thanks to a subscriber for this report from Geohring & Rozencwajg. Here is a section:

 

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

The unconventional revolution in oil and gas production took off, the most promising locations were drilled first. The challenge from the beginning with unconventional wells is their prolific initial production followed soon after by an early peak production profile. That requires constant drilling to sustain production growth. If you stop drilling the peaking of existing wells catches up and production falls.

 

 

Inside Amazon's plan for Alexa to run your entire life

This article by Karen Hao for the MIT Technology Review may be of interest to subscribers. Here is a section:

In another scenario, you might ask Alexa through your communal home Echo to send you a notification if your flight is delayed. When it’s time to do so, perhaps you are already driving. Alexa needs to realize (by identifying your voice in your initial request) that you, not a roommate or family member, need the notification—and, based on the last Echo-enabled device you interacted with, that you are now in your car. Therefore, the notification should go to your car rather than your home.

This level of prediction and reasoning will also need to account for video data as more and more Alexa-compatible products include cameras. Let’s say you’re not home, Prasad muses, and a Girl Scout knocks on your door selling cookies. The Alexa on your Amazon Ring, a camera-equipped doorbell, should register (through video and audio input) who is at your door and why, know that you are not home, send you a note on a nearby Alexa device asking how many cookies you want, and order them on your behalf.

To make this possible, Prasad’s team is now testing a new software architecture for processing user commands. It involves filtering audio and visual information through many more layers. First Alexa needs to register which skill the user is trying to access among the roughly 100,000 available. Next it will have to understand the command in the context of who the user is, what device that person is using, and where. Finally it will need to refine the response on the basis of the user’s previously expressed preferences.

“This is what I believe the next few years will be about: reasoning and making it more personal, with more context,” says Prasad. “It’s like bringing everything together to make these massive decisions.”

 

Eoin Treacy's view

A couple of years ago Google gave a sample of what its artificial intelligence was capable of when it made a restaurant booking for some users by phoning a restaurant and impersonating a person. The company received a great deal of backlash from the liberal media about how much data it had a collect from a person to make that kind of service available and whether the company could be trusted with the information.

 

 

Brazil Coffee Areas Seen Drier than Normal in Next 5 Days

This note by Manisha Jha for Bloomberg may be of interest. Here it is in full: 

Drier than average conditions are forecast across the Brazilian coffee region over the next five days, particularly in Cerrado, Marex Spectron said in emailed weather report.

Regions of southern Espirito Santo, southeast Minas Gerais and southeast Sao Paulo are forecast to be wetter than average
In the next five days thereafter, the whole Brazilian coffee region is expected to be wetter than average, except for the northern coffee region, which is expected to be slightly drier than normal

VIETNAM

Typhoon Nakri is forecast to weaken to a tropical depression before it makes landfall over central or eastern Vietnam between Nov. 10 and 11

“It is associated with heavy rain and strong, sustained winds”

There is an anomaly of 10 mm predicted across the Central Highland region over the next five days
Drier than average conditions expected in the northern coffee areas
NOTE: Vietnam Coffee Harvest Threatened by Tropical Storm: Maxar

 

Eoin Treacy's view

Arabica coffee is particularly affected by weather conditions in Brazil and the price is also influenced by the outlook for the Real. Meanwhile Robusta coffee is much more dependent on growing conditions in the Vietnamese highlands

 

 

Weekend reading, viewing and listening November 8th 2019

 

Eoin Treacy's view

Robeco: ‘With tech companies we need to be very vigilant’ 

 

 

Eoin's personal portfolio: precious metals long initiated

 

Eoin Treacy's view

One of the most commonly asked questions by subscribers is how to find details of my open traders. In an effort to make it easier I will simply repost the latest summary daily until there is a change. I'll change the title to the date of publication of new details so you will know when the information was provided.

 

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