Guess if the flood is materilazed, some people may do the good old soy-corn spread trade, betting on the spread between soy and corn to...
Follow up the risk also in Canada http://www.cbc.ca/news/canada/manitoba/story/2013/04/17/mb-fargo-flood-forecast-updated-manitoba.html...
From WHO http://www.who.int/csr/don/2013_04_16/en/index.html Human infection with influenza A(H7N9) virus in China - update 16 April 2013...
USDA : WASDE
For July contract.It seems NG might enter the seasonal weakness for the warming up weather.Maybe it's time to consider the demand for spring...
Thanks ,Kanellop for your information. The similar risks of spring also apply to Canada. Maybe the planting of canola and spring wheat are also...
From WHO update http://www.who.int/csr/don/2013_04_04/en/index.html Human infection with influenza A(H7N9) virus in China - update 4...
we can admit that there's too much weather premium in the ag prices and nobody can really predict weather.Just keep an open mind and be ready to...
Meant to watch for some weather premium in new crop corn.Some intended area of corn or spring wheat may end up as soybean, in a flood scenario.And...
The snow cover in north and midwest looks more like the one in year 2011 and 209. http://www.nws.noaa.gov/hic/nho/ National Hydrologic...
http://www.info.gov.hk/gia/general/201303/31/P201303310295.htm?utm_medium=twitter&utm_source=twitterfeed " The Centre for Health Protection...
I guess that USDA as the supporter of US agriculture export should make the number supportive for the commodities. The stocks are ridiculous low...
http://en.wikipedia.org/wiki/Ting_Hai_effect âThe Ting Hai effect, Adam Cheng effect or Chiu-Koon effect is a peculiar stock market...
It's reported that NDRC may raise domestic price of NG in the next month,from around 3~3.5 RMB/cubic meter to around 4 RMB.The demand side looks...
Another factor to watch is that it's the first ENSO-neutral winter since 2003-04 , means there's neither El Nino or La Nina to affetc the weather...
Just wonder how soy complex spread traders pick the long -short legs
good old corn-soybean spread trade,or beans complex vs grains complex
nice spread, and given the increasing bearish perspective for beans, why don't just short them all and long sth else
the Weekly Weather and Crop Bulletin (WAOB) is also fun to read, if there's la nina forecast, it'll be bullish for beans
Just another season of weather casino Drought + hot in summer (as in 2012) = $ 7~8 corn cool + lots of rains in right time = $ 5~6 corn...
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