Jerry Gidel | TalkMarkets | Page 11
Senior Account Executive, Grain Strategist
Mr. Gidel an Agricultural Economist with extensive experience in the brokerage industry analyzing and trading futures and options prices. Jerry began his career in 1977 as a Feedgrain Analyst & Consultant at FGL after completing graduate studies at Iowa State University in Agricultural ...more

All Contributions

Latest Posts
161 to 176 of 313 Posts
<<< 1 ... 9 10 11 12 13 ... 20 >>>
Chinese Demand Ideas Lend Support, But COV-19 Cloud Remains
The upcoming World Output & Supply/Demand revisions will be released on March 10.
China’s Coronavirus Cloud Hung Over The USDA’s US Ag Outlook
The USDA released their 2020/21 major US crops economic derived supply/demand forecasts at last week’s Agricultural Outlook Forum. The DC analysts made some slight acreage changes from their fall baselines projections.
Pre-USDA Ag Forum S&D Ideas - What Will China’s Ag Imports Be During The 2020/21 US Crop Year?
The market will be looking closely at this week’s Ag Forum projections for insights on the US/China trade deal impact on US overseas demand.
USDA February Crop & S&D Updates
February’s USDA world crop and US supply/demand re- ports had some revisions. However, the cloud of the Chinese coronavirus health problem seems to have limited the market’s reaction to the lower than the trade’s US expectations.
China’s Health Emergency Prompting Trade Deal Concerns
Talk of Chinese grain deal details being revealed on the USDA Feb 11 update are circulating.
Pre-Feb US/World S&D Report - China’s Health Emergency Prompting Trade Deal Concerns
However, last month’s US/China trade deal has many expecting some demand signs of how the Chinese might reach their $40 Billion ag commitment.
2020 US Planting Estimates
2020’s US major crop area could rebound to 251.4 million. This area will be 2.5 million less than in 2018 and the smallest total US seeding level since 2011, except for last year.
US Crops Slightly Higher, But US/China Trade Deal Offers Support
2019’s US January crop and December stocks updates again provided some market twists and turns. Instead of declines in outputs and yields, the USDA lower harvested corn & bean areas and raised yields resulting in slightly larger crops.
US Crop Sizes Are Factors, But US/China Deal Is More Important
Smaller US corn and soybean crops along with possible higher US corn feed demand & soybean export demands (see tables above) could tight this year’s ending stock to 1.709 billion bu in corn and 391 million bu in beans.
Q1 2019/20 Corn Demand/Stocks
US/China deal may change the negative vibe in corn prices.
2019’s Smaller US Crop And The US/China Trade Deal Lend Support
The US soybean prices and crop have had many dramatic ups and downs during the 2019 growing season.
2020 US Winter Wheat Seedings
SW US Weather & prices further slice seedings to near 1909 level.
December USDA Report - Limited Stock Changes Ahead US/China Deadline & January Final Data
The USDA followed its more traditional approach in its December US supply/demand updates.
Pre-December Crop Report - The US/China Trade Talks Overshadowing US Agriculture Markets
The upcoming USDA December 10 report isn’t sparking a lot of market enthusiasm. With no US corn and soybean crop size update, the US/China trade talks have been the focus.
US November Crop & Supply/Demand - Demand Reduced Steady To Lower Beans & Corn Crop Impacts
Тhis month’s lower US corn (-118 mil bu.) and smaller wheat (-42 mil bu.) crops lifted their values for many sessions despite no change in the November’s US soybean crop.
Pre-November Crop Report - Smaller US Crops Are Anticipated For Both Corn And Soybeans
The trade is expecting smaller US corn & soybean out-puts on the upcoming November 9 report.
161 to 176 of 313 Posts
<<< 1 ... 9 10 11 12 13 ... 20 >>>