Commodity markets have been digesting a tidal wave of What if? questions: What if China is buying? What if Trump imposes tariffs? What if acreage falls? What if China isn’t buying? Ed Broshinski, market analyst with Cargill MarketSense, says that managed money has been working its way through these scenarios, and that canola, specifically may… Read More
Category: RealAg Markets
There isn’t an abundance of good news in grain markets right now, but there’s no shortage of things to talk about. For this RealAg Markets update, RealAg Radio host Shaun Haney is joined by Tyler Schau, with AgMarket.Net, to get a bead on how farmers are feeling about the general ag economy and to check… Read More
While there’s money to be made in a market boom, crops still need to be priced into a falling or fallen market. Deciding on when to make those sales can be much more stressful in a deflationary period, but there are factors to watch in the coming months that may present pricing opportunities into small… Read More
The grain market doldrums aren’t a demand problem, but a production problem — but that production success is cold comfort for farmers looking for a bump in crop prices to reward those extra bushels, says Jody Lawrence, founder of Strategic Trading Advisors. Farmers are and should be very proud of the great work they’ve done… Read More
Initial market reaction to an incoming Donald Trump presidency has been positive for most financial markets, however commodity market moves haven’t been as decisively upward as the market digests several unanswered questions. Neil Townsend, market analyst with Grainfox, says the very early reaction on Wednesday trended a little negative, even, and that’s not likely a… Read More
When a market analyst tells you to “reward the market” by selling in to a rally, what does that actually mean? Is 20 cents enough? What about 50 or 60? Does it depend on the crop? The exact number of upward movement is probably different for everyone, says Tyler Schau, market analyst with AgMarket.net, but… Read More
Every now and then expected seasonality offers a surprise for grain growers. For fall of 2024, commodity markets are moving ever so slightly against seasonal trends and are actually edging higher ahead of the coming corn harvest. Ranulf Glanville, market analyst with Grainfox, says that market behaviour right now offers farmers some reasons to be… Read More
The USDA will roll out its latest production report this coming Monday, and farmers and analysts alike are hoping it provokes some market action to the upside. Scott Shelladay, host of The Cow Guy on RFD-TV, says that next week’s report will be crucial to grain market moves, markets that have been weathering news of… Read More
There isn’t really any more crop in storage than is average for this time of year, says Steve Kell, grain merchandiser with Kell Grain; however, current prices and price outlooks has many farmers less than enthused about pricing ’24 crop. Kell notes that prices are 25 per cent lower than last year at this time,… Read More
Monday’s USDA acreage report was a surprise to Chip Flory not because of the numbers in the report, but because the acreage adjustment happened so soon in the growing season. Flory, host of AgriTalk, says the USDA’s move to knock off 700,000 acres of corn and add a million soybean acres does make sense, but… Read More