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12 Nov 2018 -
Hammersmith
The USDA WASDE (World Agricultural Supply and Demand Estimates) report did hold a few surprises this week: increased China corn stocks, lower US corn yields, lower US soybean yields, higher world ending stocks for all corn, soybeans and wheat.
From a US futures point of view there was no change in corn or soybean prices on the week while.....please click PDF to see more details
12 Nov 2018 -
CFO Exclusive
RMB cash trend weakening down when PRODUCE official declared the 2nd season quota to 2.1 million metric tons.
05 Nov 2018 -
Hammersmith
Soybeans and soymeal had an up week this week on some feelings that the US and China could reach some agreement on the trade situation. However, by the end of the week the chance of a solution seemed to have moved a little further away which could result in soybean/meal prices moving lower again next week..........please click PDF to see more details
05 Nov 2018 -
CFO Exclusive
CFO measures the opening date of 2nd anchovy season would not be starting….
30 Oct 2018 -
CFO Exclusive
Cash trend of RMB market has been slowing down a little when stockpiles….
29 Oct 2018 -
Hammersmith
Sorry that I am a day late with this week’s report. I didn’t get back from the European Commodity Exchange event until late Saturday – and the with a devil of a cold. It was much colder in Rouen than I had expected – that is what happens when you live in the warmer south of France.
Other than a little rally in wheat prices on Friday, we had a down week for almost everything, except corn. Corn ended up unchanged on the week while US soybeans were down by about USD 5 m/t and soymeal down by about the same....................please click PDF to see more details
23 Oct 2018 -
CFO Exclusive
RMB cash trend with its fishmeal consumption would be weak a little ….
22 Oct 2018 -
Hammersmith
This coming week is the European Grain Bourse in Rouen, France – there should be at least 2,500 grain people wandering around the conference center, hoping to make new contacts or meet old friends. I will be there on behalf of the US Grains Council, so keep an eye out for me........please click PDF to see more details
16 Oct 2018 -
CFO Exclusive
Chinese fishmeal importers would tend to keep RMB cash trend at a ….
15 Oct 2018 -
Hammersmith
This week was the USDA-WASDE week and, as usual, the report was able to surprise a number of experts. The report did lower estimated corn yields and thus total corn production while reducing soybean production due to smaller planting.
However, we are still looking at a record soybean crop and the second largest corn crop so there should be enough supply to go around......please click PDF to see more details.
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