USDA Summary – October
OCTOBER USDA WASDE REPORT SUMMARY USDA report mainly bullish grains and bearish oilseeds. Wheat saw another month of support with…
Weekly Strategy Update 21/09/16
Wheat; Old crop; sell remaining tonnes. Look to lock in noodle spreads early, especially if no quality hiccups reported in…
September USDA Summary
The USDA report was mostly bearish with a few surprises. Wheat took a good chunk out of ending stocks again…
Farm Gate Returns – Wheat 16/17
This week we will focus on farm gate returns and how they look for the 2016/17 crop compared to previous…
Weekly Strategy Update
30/08/16 Wheat; Old crop wheat should be 100% sold as per our previous strategies. Hard wheat could be the exception…
Weekly Strategy Update
Wheat; With a recent rise in FOB sales values, Western Australian new season wheat is finally priced into Indonesian markets,…
August USDA WASDE Report Summary
The USDA report was overly bearish with a few surprises although not enough to significantly shift markets. Most changes were…
It’s Time to be Pragmatic about Wheat Pricing.
15/08/16 The latest USDA report was generally bearish for wheat due to a 5mmt increase in production. World consumption was…
Markets Focus on Supply Fundamentals
Last week we had the latest USDA report into US planted acres and grain stocks. While we expected some increases…