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Daily Research
2023 Global Corn Supply
7 days ago
The US, exporter and global corn balance sheets are projected to loosen considerably in 2023, but following historic drought in Argentina this only occurs if acreage expands in the US and trend yields are obtained across the N Hemisphere. ARC’s work suggests that old crop exporter stocks will not build…
March Cattle on Feed Report
10 days ago
The March Cattle on Feed report saw key statistics coming in at expectations. The monthly feedlot inventory fell further behind last year, with the March 1 inventory down 4.5% from last year. Net feedlot placements in the last 150 days have been down 6% from a year ago and have…
March 1st US Wheat Stocks…
11 days ago
AgResource projects March 1 US wheat stocks at 890 Mil Bu, down 139 Mil Bu from last year and the lowest since 2007/08. March 1 stock as a percent of June-Feb consumption is estimated at 57%, the lowest since 2013/14. Total disappearance has been unimpressive, but food use is clearly…
Topics of the week
Monday
US Winter Wheat Supply & Demand by Class
Tuesday
US Spring Wheat Supply & Demand
Wednesday
Price Reactions to March Stocks & Seedings Data
Thursday
Analysis of the USDA's Hogs & Pigs Report
Friday
Analysis of USDA's Stocks & Seedings Data
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