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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
At the close of November, the daily average of the cmdty National Corn Price Index (NCPI, weighted national average cash price) for the 2020-2021 marketing year was calculated at $3.67. [...]
Because of the wide range we've seen over the last few months, I'm posting a different look at similar analysis for soybean monthly stocks-to-use. For this study, the 2020-2021 marketing [...]
The month of October saw the combined daily average of the cmdty National Price Indexes for soft red winter (SRW), hard red spring (HRS), and hard red winter (HRW) jump [...]
I saw where USDA held a virtual users' meeting recently, where official made up excuses as to why the government keeps making up and revising its quarterly stocks numbers. I [...]
One of the most talked about aspects of this past Wednesday's USDA Quarterly Stocks report was the government's "misplacing" of roughly 260 mb from its September Supply and Demand report, [...]
As August came to a close, my analysis of the cmdty National Wheat Price Indexes (weighted national average cash prices) for hard red winter, hard red spring, and soft red [...]
Before I begin, let me clear a couple things up: I am still in therapy for my inherent bearish soybeans toward soybeans. After I post this piece, it may be [...]
The final calculations are in for the Darin Newsom Analysis, Inc. (DNAI) 2019-2020 corn ending stocks-to-use (es/u). Monday's calculation of the cmdty National Corn Price Index (NCPI, weighted national average [...]