
Olivia Liu
Senior Analyst - Agricultural Markets
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MARKET HOLDS ONTO BULLISH GRAIN STORY
10/16/2020 | Author: Olivia Liu
Winter wheat dryness has intensified, as ongoing dryness across the US High Plains has limited moisture for wheat germination and establishment. This has pushed Kansas and CBOT wheat prices higher, with the US hard red wheat carry-out expected to be at a multiyear low. As the bread basket of Ukraine, the southern region remained short […]
Tags: corn, demand, exports, grains, offtake, supply, wheat -
ORIGIN BEAN CRUSH SLOWS AS CHINA GROWS
10/12/2020 | Author: Olivia Liu
The USDA in October WASDE reduced Argentine old crop production by 700 tmt from Sep while reducing exports and crush, as Argentina loses competitiveness versus the US. Brazil crushers have also started to feel the shortage of beans, despite previously loading significant meal. Despite the changes from September, the USDA estimates major origin crush to […]
Tags: ag, Argentina, brazil, crush, exports, soybean meal, Soybeans, US, USDA -
Grains Export Pace Tracker Snapshot 7/16/2020
07/16/2020 | Author: Olivia Liu
The export tracker provides us a view of where we stand in terms of pace in grains exports. By comparing Clipperdata’s up-to-date tracking of commodity loadings and the USDA estimated crop year exports, it calculates the ratio that has been shipped for the current marketing year, factoring a historical average difference between crop year Clipperdata trackings […]
Tags: ag, agriculture, calculator, exports, pace, USDA -
Global Grain Weekly Report Snapshot – 7/3/2020
07/03/2020 | Author: Olivia Liu
Tags: ag, agriculture, corn, demand, supply, wheat -
USDA June Acreage and Stocks Report Summary
07/01/2020 | Author: Olivia Liu
The USDA June acreage report was particularly bullish for corn. USDA estimated the US corn planted area at 92.0 mln acres, 5.0 below the March estimate and 3.2 below the market average estimate. This translates to approximately 822 mbu less corn production, assuming the June yield estimate and harvest ratio. This would drastically lower the […]
Tags: acreage, ag, agriculture, quarterly report, stocks, USDA