by Terry Reilly | Feb 22, 2022
PDF attached USDA inspections versus Reuters trade range Wheat 539,366 versus 200000-475000 range Corn 1,576,666 versus 1000000-1750000 range Soybeans 975,102 versus 900000-1250000 range WA_GR101 Washington, DC Tue...
by Terry Reilly | Feb 22, 2022
PDF attached does not include foreign value sheet due to technical problems. Good morning. Private exporters reported the following activity: -120,000 metric tons of hard red winter wheat for delivery to Nigeria. Of the total, 60,000 metric...
by Terry Reilly | Feb 21, 2022
Deliveries (below) and OI attached. USDA inspection estimates below Very hard to speculate market reaction per recent Ukraine/Russia developments but based on EU & Asian markets: Calls- Corn 4-7 higher Wheat 7-12 higher Soy 11-16 higher Meal...
by Terry Reilly | Feb 18, 2022
PDF Attached US and Canada are on holiday Monday. Friday we saw some positioning early ahead of the three day holiday weekend. CBOT soybeans extended gains on SA dryness concerns. Meal was lower and after a two-sided trade soybean oil closed higher, in...
by Terry Reilly | Feb 18, 2022
PDF attached CFTC Commitment of Traders report The traditional fund was more long than estimated for soybeans and meal. They were in line with corn and less long than expected for soybean oil. We see no impact on futures prices when they reopen...
