by Terry Reilly | Apr 3, 2023
PDF attached Private exporters reported the following sales activity: 150,000 metric tons of corn for delivery to Mexico during the 2023/2024 marketing year 20,000 metric tons of soybean oil for delivery to unknown destinations during the 2022/2023 marketing...
by Terry Reilly | Apr 2, 2023
PDF Attached OPEC+ may cut crude oil production (see macro section). USDA reported a bullish soybean March 1 stocks estimate and 2023 soybean planted area. The stocks estimate for soybeans could suggest a lower than expected 2022 US production, but the...
by Terry Reilly | Apr 1, 2023
PDF attached Index funds were good sellers of soybean meal. CFTC Commitment of Traders Reuters table SUPPLEMENTAL ...
by Terry Reilly | Mar 30, 2023
PDF Attached Positioning was seen ahead of the USDA report on Friday. Fund estimates as of March 30 Weather World Weather Inc. WEATHER TO WATCH As expected, the GFS and ECMWF models took back much of the precipitation advertised for the...
by Terry Reilly | Mar 29, 2023
PDF Attached USDA reported private exporters reported sales of 204,000 metric tons of corn for delivery to China during the 2022/2023 marketing year. Grains finished firmer on demand and the news that Cargill said they plan to stop exporting Russian...
