el nino can bring some volatility hopefully
long soybean oil -short soybean meal,for el nino and bird flu
Maybe for USDA cut old crop stock,still a big surplus if consider demand cut by bird flu
very likely ,the crop would be so big that even China can't reduce the ending stock
Another article about why it makes sense to short new crop soybean or just be not so bullish about beans . The Argentina and Brazil strikes can...
The rain can reduce some corn area in the South and change for beans.USDA may lift both its yield and area estimated figures for soybean in coming...
Also the bird flu in midwest worth watching, could be a big drag for soybean meal and corn
given the high stock level of soybean, guess that both soymeal and soybean can go deep contango
Soybean Jul-Sep also in backwardation despite low price and high stocks, maybe the stocks are not low enough for both cotton and soybean to go...
wait for the new USDA WASDE
Thanks, seems the USDA always puts ending stock of soymeal in quite a small number
Why CME soymeal usually in backwardation while bean in contango ?
planting and growing season weather with declining stock
maybe soybean meal is a better try for spread trade, the stock as USDA put is more often low
right,the stock will run low into summer anyway,but that could be a long waiting
It could be bearish if Brazil gets right rain and bumpy harvest, so better play i when the spread is narrow enough
The weather forecast looks mild and warm for most part of US in the next 2 weeks, so Natgas could also go $2
maybe they are concern about weather in Brazil and Australia ,some areas look dry
long coffee short beans ,if drought stays in Minas Gerais " Private weather forecaster Somar warned of irregular rainfall in the center-west soy...
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