by Terry Reilly | Dec 28, 2020
PDF Attached WASHINGTON, December 28, 2020- Private exporters reported to the U.S. Department of Agriculture the following activity: –Export sales of 233,700 metric tons of soybeans for delivery to unknown destinations during the 2020/2021 marketing year;...
by Terry Reilly | Dec 18, 2020
PDF Attached The CBOT soybean complex ended on a high note, fueling fund buying in corn while wheat finished mixed on lack of bullish news. Traders remained focused on SA weather and Argentina strike(s). Attached are several global STU graphs,...
by Terry Reilly | Dec 18, 2020
PDF attached CFTC Commitment of Traders Traditional funds were much less long than expected for corn, soybeans, and wheat that what the trade expected. SUPPLEMENTAL ...
by Terry Reilly | Dec 15, 2020
PDF Attached Argentina strikes and a record US daily crush rate for the month of November propelled the CBOT complex higher. Corn followed. Wheat gained on technical buying. Weather EARLY MORNING WEATHER UPDATE Argentina’s rain...
by Terry Reilly | Dec 15, 2020
NOPA updated their US monthly crush and the report was seen bullish soybeans, neutral to slightly negative SBO and bullish SBM. Based on this report, we still like owning soybean oil over soybean meal. US November 2020 crush was a record for the month and...