by Terry Reilly | Aug 23, 2022
PDF attached Good morning. Under the 24-hour announcement system, USDA reported 110,000 tons of new-crop soybeans sold to China. US weather appears to be unchanged. Rains will fall across ND, central TX for today then central TX, SD, MN tomorrow....
by Terry Reilly | Aug 22, 2022
PDF Attached (not confident about US yields so will revisit, may lower) Higher start to the week led by SMB (soybean meal) on concerns over energy concerns slowing global crush rates. Weather ENSO update not seen...
by Terry Reilly | Aug 22, 2022
PDF attached Soybeans to China were good and corn to China picking up. As 2021-22 soybean exports come to an end a week from Wednesday, we look for USDA to trim their projection next month, boosting stocks by 15-20 million bushels. USDA...
by Terry Reilly | Aug 22, 2022
PDF attached includes CFTC COT and daily estimate of funds Good morning. Natural gas futures are sharply higher amid higher EU energy prices and that may be creating concern of a potential downturn in EU oilseed crush. Pro Farmer crop tour kicks off...
by Terry Reilly | Aug 19, 2022
PDF attached USDA Cattle on feed as of August 1 was higher than expected, up 1.4 percent from year ago and second highest for August 1 since the series began in 1996. 2020 was the record. Placements were 3.3 percentage points above an average trade guess and...
