The Bottom Line (On Top): The structure of the corn market is bullish. Trends are up, cash and futures, in line with seasonal tendencies. Indicating noncommercial buying interest (futures) And [...]
Theoretical Positions Cash End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) [...]
Theoretical Positions Investors (see Monthly Analysis) Dec25 $4.20 calls bought for 20.0 cents were sold for 11.25 cents early Monday (November 10) morning Based on the move to a minor [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) through [...]
Theoretical Positions: Investors (see Monthly Analysis) Dec25 $4.20 calls bought for 20.0 cents could be sold for 10 cents or more Based on the move to a minor (short-term) downtrend [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) through [...]
Theoretical Positions: Investors (see Monthly Analysis) Hedgers If cash is sold and short hedges lifted, producers could look at buying March or May futures or call options May in-the-money $4.40 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) through [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]
Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]
Theoretical Positions: End-users: Cash needs can continue to be covered more aggressively based on the bullish seasonal turn. Seasonal Analysis: Mixed Seasonally, the Index tends to trend down from the [...]
I just had an interesting conversation with a friend from Minnesota regarding possible reownership strategies for 2025 corn. Here was the latest Theoretical Positions for Hedgers (posted Saturday, August 30): [...]
