US All Wheat Monthly Stocks-to-Use
Two months into the 2021-2022 and the all wheat supply and demand situation continues to tighten. My analysis of the cmdty National Wheat Price Indexes for HRW, HRS, and SRW [...]
US Corn Monthly Stocks-to-Use
My calculation of US corn stocks-to-use continued to tighten at the end of June with the 2020-2021 marketing year daily average price for the cmdty National Corn Price Index (NCPI, [...]
US All Wheat Ending Stocks-to-Use
Based on my end of May calculation using 2020-2021 marketing year daily averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat ending stocks-to-use came in [...]
US Corn Monthly Stocks-to-Use
My calculation of US corn stocks-to-use continued to tighten at the end of May with the 2020-2021 marketing year daily average price for the cmdty National Corn Price Index (NCPI, [...]
US Soybean Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year average for the cmdty National Soybean Price Indexes, US stocks-to-use at the end of May continued to tighten. [...]
US Corn Monthly Stocks-to-Use
My calculation of US corn stocks-to-use continued to tighten at the end of April, with the 2020-2021 marketing year daily average price for the cmdty National Corn Price Index (NCPI, [...]
US Soybean Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year average for the cmdty National Soybean Price Indexes, US stocks-to-use at the end of April continued to tighten. [...]
US All Wheat Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat stocks-to-use at the end [...]
US Corn Monthly Stocks-to-Use
My calculation of US corn stocks-to-use continued to tighten at the end of March, with the 2020-2021 marketing year daily average price for the cmdty National Corn Price Index (NCPI, [...]
US Soybean Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year average for the cmdty National Soybean Price Indexes, US stocks-to-use at the end of March continued to tighten. [...]
US All Wheat Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat stocks-to-use at the end [...]
US Corn Monthly Stocks-to-Use
My calculation of domestic corn monthly stocks-to-use continues to tighten, based on analysis of the marketing year average of the cmdty National Corn Price Index. The end of February saw [...]
US Soybean Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year average for the cmdty National Soybean Price Indexes, US stocks-to-use at the end of February continued to tighten. [...]
US All Wheat Monthly Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat stocks-to-use at the end [...]
US Corn Monthly Stocks-to-Use
My calculation of domestic corn monthly stocks-to-use continues to tighten, based on analysis of the marketing year average of the cmdty National Corn Price Index. The end of January saw [...]
US Soybean Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year average for the cmdty National Soybean Price Indexes, US stocks-to-use at the end of January was still decreasing [...]
US All Wheat Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat stocks-to-use at the end [...]
US Corn Monthly Stocks-to-Use
My calculation of domestic corn monthly stocks-to-use continues to tighten, based on analysis of the marketing year average of the cmdty National Corn Price Index. The end of December saw [...]
US All Wheat Stocks-to-Use
Based on my end of the month calculation using 2020-2021 marketing year averages for the cmdty National Price Indexes for SRW, HRS, and HRW, domestic wheat stocks-to-use at the end [...]
US Soybeans Supply and Demand
I went a different route this month, discussing US soybean fundamentals with what looks to be a technical trend chart. What I want to focus on, though, is how the [...]
Soybeans: December USDA
In its December round of Supply and Demand reports USDA estimated US soybean 2020-2021 ending stocks at 175 mb, down 15 mb from its November estimate. The change was due [...]
Corn: USDA December
In its December round of Supply and Demand reports USDA left US corn 2020-2021 ending stocks at 1.702 bb, unchanged from its November estimate. In fact, it looks like USDA's [...]
All Wheat: December USDA
In its December round of Supply and Demand reports USDA estimated US ending stocks at 862 mb, down 15 mb from its November estimate. Total supplies were reduced by 5 [...]
US All Wheat Stocks-to-Use
At the midpoint of the 2020-2021 marketing year for wheat, particularly the winter wheat markets of Kansas City (HRW) and Chicago (SRW), we see the daily average of the three [...]
US Soybeans Supply and Demand
Unlike the corn market, getting a read on US soybean supply and demand is a bit more difficult. The most reliable method I have at this time is a study [...]