WRT World Agricultural Supply and Demand October 26

Hans SchmitGrains, Softs Leave a Comment

Walsh Trading, Inc. is registered as a Guaranteed Introducing Broker with the Commodity Futures Trading Commission and an NFA Member. Futures and options trading involves substantial risk and is not suitable for all investors. Therefore, individuals should carefully consider their financial condition in deciding whether to trade. Option traders should be aware that the exercise of a long option will …

WRT World Agricultural Supply and Demand October 13

Hans SchmitGrains, Softs

  SOYBEANS SOYBEANS ’23/’24 Est USDA ’24/’25 Est ’25/’26 Proj September   Million Acres Area Planted 83.6 87.1 81.1 Area Harvested 82.3 86.1 80.3   Bushels Yield per Harvested Acre 50.6 50.7 53.5   Million Bushels Beginning Stock 264 342 330 Production 4,162 4,366 4,301 Imports 21 27 20 Supply, Total 4,447 4,736 4,651 Crushings 2,285 2,430 2,555 Exports 1,700 …

WRT World Agricultural Supply and Demand September 28

Hans SchmitGrains, Softs

    SOYBEANS SOYBEANS ’23/’24 Est USDA ’24/’25 Est ’25/’26 Proj September   Million Acres Area Planted 83.6 87.1 81.1 Area Harvested 82.3 86.1 80.3   Bushels Yield per Harvested Acre 50.6 50.7 53.5   Million Bushels Beginning Stock 264 342 330 Production 4,162 4,366 4,301 Imports 21 27 20 Supply, Total 4,447 4,736 4,651 Crushings 2,285 2,430 2,555 Exports …

WRT World Agricultural Supply and Demand September 21

Hans SchmitGrains, Softs

  SOYBEANS SOYBEANS ’23/’24 Est USDA ’24/’25 Est ’25/’26 Proj September   Million Acres Area Planted 83.6 87.1 81.1 Area Harvested 82.3 86.1 80.3   Bushels Yield per Harvested Acre 50.6 50.7 53.5   Million Bushels Beginning Stock 264 342 330 Production 4,162 4,366 4,301 Imports 21 27 20 Supply, Total 4,447 4,736 4,651 Crushings 2,285 2,430 2,555 Exports 1,700 …

Softs Commentary: Cotton

John WalshGeneral Commentary, Softs

Commentary: COTTON The cotton market has broken much of late. The fundamental picture had legs prior to the corona. The market today may have found support below the 49 cent level basis May.  The USDA acreage could prove overstated. In addition China coming back on line may be a positive. New retail and clothing sales may be a bit off. However, …