by Terry Reilly | Jun 6, 2023
PDF attached Good morning. USDA: Private exporters reported sales of 165,000 metric tons of soybeans for delivery to Spain during the 2022/2023 marketing year. A water dam bust in southern Ukraine is sending grains higher along with a...
by Terry Reilly | Jun 5, 2023
PDF attached China taking US corn but still slow on soybeans (see Friday evening comment on accumulated US soybean exports). We revised on Friday our 2022-23 China soybean imports along with estimate of origin. Total is near USDA’s estimate. ...
by Terry Reilly | Jun 2, 2023
PDF Attached Volatile week. After Wednesday’s close, we didn’t imagine soybeans, SBO, corn and Chicago wheat would end higher for the week. Midday GFS model turned drier for the 7-day for most of the heart of the US Midwest. US...
by Terry Reilly | Jun 2, 2023
PDF attached Funds were active with short covering corn positions for the week ending May 30th. Fund estimates as of June 2 (net in 000) Reuters table SUPPLEMENTAL ...
by Terry Reilly | Jun 2, 2023
PDF attached Good morning. US Change In Nonfarm Payrolls May: 339K (exp 195K; prevR 294K) Unemployment Rate May: 3.7% (exp 3.5%; prev 3.4%) around a historically low level. The US debt ceiling bill is expected to be signed into law today. US...
