May 2016


Morning Dairy Comments, 05/31/2016

Tuesday, May 31, 2016

General Market News · Chinese stock market flash crash of 12.5% in less than a minute before full recovery http://goo.gl/TnJloF · Mexico’s Grupo Lala expanding in US with purchase of Laguna Dairy http://goo.gl/FlVzfa · Fed’s Bullard says global markets seem well-prepared for summer interest rate... Learn More →


Soybean Report, 05/31/2016

Tuesday, May 31, 2016

A better start after the 3-day holiday weekend. Looks like we have some delays in planting, but progress should be enough to keep on average still. Weather does appear to be shaping up to allow the bean crop to finish in a timely fashion in most areas. Interesting to see spread realignment taking... Learn More →


Comment on Russian Corn prices in RUB

Friday, May 27, 2016

We look at Brazil/Argentine corn values back in REALS and Peso but looking at corn in ruble you can see why corn plantings will continue to increase in Russia, when we talk about Black Sea corn the discussion has been centered on the Ukraine but that now looks to change. Private analysts have... Learn More →


Morning Dairy Comments, 05/27/2016

Friday, May 27, 2016

General Market News · Russian agribusiness to remain competitive if food embargo canceled http://goo.gl/ta632q · European butter prices could rise due to cold, wet spring http://goo.gl/cbCpYe · CDFA permanently raises whey value in milk pricing http://goo.gl/u8TmiD · Regulating Australian milk... Learn More →


Corn Report, 05/27/2016

Friday, May 27, 2016

Corn continued its week long rally yesterday with CZ chopping up higher to $4.11 before settling at $4.0975. Saw good new crop selling from the producer the past 2 days with corn planting coming to an end you are seeing more desire to price some of the crop. The funds where in the party and bought... Learn More →


Wheat Report, 05/26/2016

Thursday, May 26, 2016

Wheat continues to move higher on wet conditions, right as we approach harvest, following the rally in the soybean complex and corn market. Weather forecasts show cooling temperatures and lingering rain through the 6-10 day maps, but further extended maps look to be a bit drier. The Russian grain... Learn More →


Morning Dairy Comments, 05/26/2016

Thursday, May 26, 2016

General Market News · Fonterra forecasts $4.25 per kg of milk solids 2016/17 season http://goo.gl/A8O6ID · Pizza Hut is experimenting with a robot cashier http://goo.gl/kXMiJS · Lending in China is so risky that cows are now collateralized http://goo.gl/fftIL8 · Most US states have strong economy... Learn More →


Soybean Report, 05/25/2016

Wednesday, May 25, 2016

A little rally overnight in the complex. Looks like someone is attempting to protect their positions. We are seeing some rains slowing planting, but beans have a big window to still get planted with little or no effect on yield. Index rolls start today with the Rogers roll. OI across the complex... Learn More →


Morning Dairy Comments, 05/25/2016

Wednesday, May 25, 2016

General Market News · Fonterra to announce forecasts for next season by end of week http://goo.gl/8bs6jk · Yogurt market can hit $1 bln by 2021 in India http://goo.gl/bqmJlO · China wants to set prices for the world’s commodities http://goo.gl/wLHmXe · WHO slams industry over breast milk... Learn More →


Soybean Report, 05/24/2016

Tuesday, May 24, 2016

Momentum may not have swung the opposite way yet, but it is not on the bull’s side at the moment. Weather does look quite wet across the belt for the next week. With plantings at a good number yesterday, this should not be a big issue. Additional corn planting though will suffer and that could end... Learn More →