| 3/30/08 |
Global warming seemed like a dubious
concept here in the “Valley of the Flowers” this morning, when
we awoke to a thermometer reading of 9 degrees. Even that was
perhaps balmy in comparison to our old digs up in Cut
Bank, where they recorded a daunting +1. There’s a winter
storm watch for tonight and tomorrow, so I guess we’ll see if
March goes out like a lion. Feels more like a penguin to me.
In spite of all that, I’ve had the farming bug for a while now.
We’re
planning to raise camelina
again, which should be seeded the earlier the better. Last year
I definitely got it in way too late, and suffered a pretty visible
crop failure as a result. Oh, well... If you mess with alternative
crops that kind of thing will happen. It wasn’t my first wreck,
and while my generally positive outlook almost prevents me from
saying so, it probably won’t be the last. Anyway, early seeding
is a moot concept at the moment, in our case at least, as the
fields are still covered with something resembling an ice cap,
and even though it’s technically spring, the outlook for this
week is downright wintry.
At least now we have machinery
that will allow us to cover the acres hasta pronto when it does
warm up. Besides camelina, we’re planning on putting in lentils
and golden flax, and yes, maybe even some wheat and barley.
I’d like to plant some mustard also, but am having a bit of
a time tracking down seed. In my previous
incarnation as a Hi-Line farmer we raised mustard a few
times, and usually got seed out of Canada. Now my son’s the
only family member with a passport, due to his recent trip to
Mexico, but his other commitments likely preclude him joining
me on a trip to the north country this week. Fortunately my
other seed connections may be able to come through, so we’ll
see…
Seed availability is extremely tight this spring (except for
camelina and flax, in our case). A lot of winter wheat went
in last fall around Montana, and its survival prospects are
still up in the air. If substantial amounts have to be re-seeded
to spring crops, things might get really interesting, as from
all indications the seed just isn’t out there. Not many farmers
could resist prices of $10-12/bushel, and emptied their bins.
That was before it went to $20, though, and I recently ran into
the Belgrade elevator manager who told me they even hit $24
for a time! Mind-boggling… Especially since Belgrade
is not exactly one of the modern 100+ car shuttle loading facilities
the railroads insist on anymore. No, they still load railroad
cars the old-fashioned one-at-a-time method, with some of the
lowest freight rates in the state in spite of it.
Incomprehensible as it’s been in my lifetime, it appears that
stratospheric ag commodity prices just might become the norm
in the foreseeable future. Stocks of most commodities are extremely
tight worldwide, with just no margin for error or weather related
production problems. Hahahaha! Sorry, I can’t help
but laugh at that statement. Weather issues are a given, in
my experience. Plus, it appears quite a bit of investment funds
are flowing into commodity markets. I suppose that’s predictable
enough. Let’s see, in recent memory… when the tech boom went
bust those funds went into the stock market, and then more recently
real estate, and now they’re looking for the next big thing.
I was intrigued with commodity futures markets in my college
days, and dabbled in them a bit after graduation before I quickly
realized they make poker look like a sure thing. I don’t recall
the stats offhand, but even the “experts” lose more often than
they win, quickly learn to rapidly bail on losing positions,
and maximize their winners. I doubt your average investor has
that kind of knowledge or discipline, and various shark analogies
come to mind.
No, I believe I’ll continue to avoid the futures markets, as
the actual
tangible commodity markets should be plenty interesting. With
relatively foolproof crops like corn, wheat, and soybeans at
record price levels there’s not a great deal of interest in
planting oddball alternative crops. One of my favorite market
analysts, John Duvenaud of the Wild
Oats Grain Market Advisory says stocks of most alternative
crops are already extremely tight, to the point they make wheat
look plentiful, and if any production blips come down the pike
(a given, IMO); look out!
In any case, I’d like to think we’re on the verge of the sort
of ag profitability not seen since the 70’s, when my parents
were able to sock away a small fortune. Of course, production
expenses are astronomically higher now. Unless… you’re making
your own fuel and getting your nitrogen fertilizer out of the
air via legumes, versus out of the ground via “natural” gas.
Of course, with alternative crops you don’t just haul it to
the elevator and collect a check, you have to hustle your own
markets. Our ongoing packaging and labeling projects are getting
there, though, we’ve recently become aware of some extremely
promising uses for the byproducts like camelina meal, and I
remain incurably optimistic.

On a completely different note, at least this lingering wintry
weather has had an upside besides the welcome moisture prospects.
I finally got around to breaking out my Randonee
ski gear for a couple of backcountry ventures, more or less
in our back yard here in the Bridgers. As I’ve mentioned off
and on, over the past couple of years I’d scrounged some decent
Alpine Touring gear, where you can free-heel on the way up,
and lock down for the descent. First I scored an irresistible
bargain on some high end Scarpa
Denali boots. Bindings took longer, though. I don’t know
whether to blame my frugal homesteader ancestry or just what,
but I seldom pay full retail, and find the idea of shelling
out $400 or more just for a pair of bindings somewhat offensive.
I was beginning to wonder, as a couple of winters monitoring
eBay hadn’t produced
anything approaching a bargain on something like a pair of Fritschi
Freerides, so I eventually settled for their predecessors,
some Swiss military surplus versions. Aside from being a real
pain to put back on in deep snow if you biff it and eject, they
suffice nicely. Skis were the easy part, and I’m pleased with
my ski swap score; some apparently one-of-a-kind Hart all-mountain
skis constructed of honeycomb aluminum, like the old Hexcel’s
I used in my ski patrol days. They’re light as feathers, and
ideally suited to off-trail backcountry touring. Chained up
with a set of climbing skins, you can all but climb trees with
them!
I’ve long been wanting to ski one of my favorite places here
on the west slope, my sure-fire deer spot. Before I learned
to find elk on a consistent basis, a particular bowl I’d stumbled
into on an exploratory hike in the early 80’s produced a significant
portion of our protein diet. True to form, on the descent I
discovered the very well-hidden trail that provides practical
access. It crosses a bit of private land, and I’m told I was
the only person who ever requested access permission. I believe
to this day it’s not widely known, especially since now you
have to draw a special tag to hunt buck deer in the Bridgers
and hunting pressure is greatly reduced. This would not appear
to bear on
backcountry skiing, except now it seems I all but have my
own private ski area!! Yes, I believe the boards will be
seeing more use in coming winters. I’d kind of maxed on resort
skiing, in fact I recall firmly planting foot in mouth yet again
with a couple of buffalo clients on this issue. We were discussing
skiing while skinning their buffalo, and I compared resort skiing
to masturbation. I thought this was a hilarious analogy, but
then they mentioned they ski pretty much daily at a resort in
Idaho, and oops…
Bad jokes aside, I skied so much at Bridger
Bowl back in the day that I just can’t get excited about
it, and shelling out most of a C-note for a lift ticket at Big
Sky runs counter to these tightwad tendencies I keep mentioning,
but now…! My “secret” bowl offers about a 2200’ vertical drop,
with no end of possible lines. Thus far I’ve only skied the
“trail” down, the same route I use going up. I packed so many
deer out of there on horseback, not to mention hiking it, that
flying along on a pair of skis is beyond exhilarating, and I
literally laughed out loud from sheer joy a few times! It’s
been a while since that happened at a resort. Not least, I’d
venture the avalanche danger is all but nil. The trail is mostly
timbered, not doghair stuff, just nicely spaced old growth.
The bowl itself has a mostly southern exposure, and consequent
sunshine tends to solidify the snowpack. Not to mention, it
has just enough scattered timber, and a nice stand of sagebrush.
I seriously doubt it’s ever slid, certainly not since we’ve
lived here. I know, never say never, but avalanche
conditions would have to be just off the scale. I’m not completely
stupid in these matters, even though I do press the envelope
a bit with solo ventures. None of my buds have AT gear, although
I about have Cody talked into snowshoeing up, a necessity for
snowboarders (unless they have a split board).
The only downside is I’ve discovered my own private ski area
just in time for spring, disregarding this week’s forecast.
Next year…
Hmmm, that’s a recurrent theme in farming too. That’s OK. A
fella needs something to look forward to, right?
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