Grain Comments
Monday, January 18, 2021
Friday 22nd Cattle on Feed Report Last Trading Options (Feb.) grains USDA Report Corn / Stocks to use 10.6% that's a 7 yr. low Beans / Stock to use 4% possible 2nd lowest on record? Early marketing word for 2021 "RATIONING" Mexico bans GMO corn imports for livestock...
Monday, January 11, 2021
Tuesday 12th USDA Report Survey Est. Corn yield 175.1 vs. 175.5 Soybeans yield 50.5 vs. 50.7 Production 14,446 vs. 14,507 4,156 vs. 4,170 Carry outs Corn 1.592 vs. 1.702 Soybeans 139 vs. 175 World Stocks should be lowered Dr. Cordonnier cuts Brazil Beans to 128 mmt...
Sunday, January 3, 2021
Fuel for the Fire Arg. stops corn exports into Feb. They have sold 89% of there corn so that leaves about 168mbu. Arg. taxes corn exports 12% and bean meal at 33% Arg has planted 61% of there corn vs. 76% last yr. and 80% avg. Arg. still had about 7 mil acres of beans...
Monday, Dec. 28th, 2020
Happy New Year All Let's focus on the New Year not the old Can't bring back the past to do things over Aid package at this time of comments...still not signed How will effect markets with tonight's openings???? Money flow at the end of the year. We need to see a...
Sunday, Dec. 20, 2020
Merry Xmas to All Dec. 22nd Tues. Cold storage Report Dec. 24th Thurs. Early Closes Dec. 25th Xmas Closed Arg. Strike (grain inspectors and oil seed workers) over wages. If not settled by this coming Tuesday it will most likely run thru Xmas. Arg. farmers are seeing...
Monday, Dec. 14th, 2020
First thank you all for the birthday wishes last week Don't feel like 70 Monday 14th Last Trading day Dec. grain contracts Feels like the first time Dec. corn will go off the board over $4 Yr. 15,16,17,18,19, Dec. has gone off below $4 Tuesday 15th NOPA Crush (Soybean...
Sunday, December 6th, 2020
Thursday 10th USDA Report Covid 19 impacting US. meat-processing again. Something to keep and eye and ear too. MatoGrosso farmers already sold 64% of their 2020 bean harvest. Last yr. they sold 44% vs. 40% avg. S.A weather very important for this month. Funds taking...
Monday, November 30th, 2020
Rabobank / Est. Brazil 20/21 soybean crop 130 mmt and corn at 107.2 Brazil top corn producers are in Rio Grande Sul. Brazil offering corn for export during the month of Jan. (pre sold)?? Agroconsult / Brail corn crop 108.8 slightly below USDA oy beans 133.2 mmt vs....
Sunday, November 22, 2020
Happy Thanksgiving to All Monday 23rd Cold Storage Report Thursday 26th Turkey Day (Markets Closed) Friday 27th Grains open 8:30 am cdt and close early 12:05 pm *Demand Bull Market *S.A. LaNina (dry) *US./ watch drought map..early yes... but Nov.21 Beans vs. Dec 21...
Monday, November 16, 2020
Monday 16th NOPA Crush # 11am cdt Friday the 20th Cattle on Feed Report Conab est. Brazil Beans 135 mt. tons vs. 125 last yr. Corn 104.9 vs 105.20 last yr. Dec. Corn 21 vs. Nov. beans 21 ratio is at 2.571 Monthly Corn chart High on 7/2015 443.25 and 6/2016 439.25 MHO...
Good Luck and Good Trades
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