Marketing forum?

[ColevilleH2S]

If you stop and listen on a quiet calm night, you can hear the shutters and moth-balls being installed in the American ethanol plants from here.

I give it a month.

[cottonpicken]

Going camping,the propane for the bbq is more
expensive,the bbq itself is a piece of shit and needs
to be replaced every 2 years,camp fees go up every
year,buy supplies they are up for ten years
straight,but wholly shit a bucket of corn is 6 bucks
and a pop is 2??????short corn!!!!!!!

[furrowtickler]

The stronger that heat dome gets the more right you will be cole _ also the main reason the excess moisture flowing into parts of western Canada, not much good for anyone except isolated pockets.

[errolanderson]

Crop ratings drop sharply . . . released
yesterday aft.

Soybeans - now rated 45% good to
excellent as of Sunday compared to 53%
last week and 66% last year.

Corn - now rated 48% good to excellent
compared to 56% last week and 69% last
year. This is the largest week to week
drop in corn rating on-record.

Indiana is 50% poor to very poor.

Corn hasn't responded that well to this
huge drop in ratings yet this morning.
Market is starting to look tired.

[errolanderson]

this morning . . . Nov $570 canola put
options traded for $10/MT

Nov canola $590 puts might trade for $18?

Strike $590 - premium $18 = $572/MT
($12.97/bu) plus or minus your fall
delivered basis.

No production or delivery risk.

[parsley]

I found this mornings article in Weber's
newsletter about Thirdcoast Ltd. very interesting.
Agricultural marketing has so many things that
impact bottom lines. Including ass kicking
bottoms.

[BTO_farmall]

Oh My. Oh My, Oh My, Oh My. And Any You Stunnies Remember what Wes did with all that Corn Before Eathanol?????? It was fed to all The Little Piggies, And Chickies, And Cowies, And Horsies, And Duckies, And So On, Everything that ate Corn, ate CORN. Where do all The DDGS Goe?????? GEE I Wonder. Now you idle Plants, BIG F*CKIN DEAL, Livestock Still Gotta Eat!!!!!!!!!!!!!!

[ColevilleH2S]

BTO your dog don't hunt. In the states, 5 billion bushels of corn goes into E-plants and only 1 billion equivalent bushels of DDGS comes out.

Ethanol is the new federal government's corn reserve.

[BTO_farmall]

WHERE DID ALL THE CORN GOE BEFORE EATHANOL????????? I Rest My Case..........

[ColevilleH2S]

Before ethanol, lets say 2002ish era there was less corn produced. 9 billion bushels vs. todays 12 billion, and more cattle around.

[charliep]

Most recent USDA corn production estimate is about 14.8 billion bushels. Will be reduced in upcoming releases with trade forecasts in the 13 to 14 billion bushel range (you pick your number). Hasbeen about 12 billion bushels for the US corn disappearance estimated to be 13.8 billion bushels (also likely reduced). Extra production has been more than used up by the ethanol industry but no room to grow as mandates are being met/fuel consumption is declining. also declining cattle numbers and impact on consumption.

[charliep]

Always a numbers guy so appologize. Dropping corn yields by 10 bu/ace (166 down to 156) would reduce production by 900 million bushels or 22.5 million tonnes. That is about 3 times the size of this years likely western Canadian barley crop.