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Extremely low wheat stocks

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    Extremely low wheat stocks

    Strategie Grains Thursday raised its estimate for the European Union's 2012-13 corn harvest by 0.7 million tons, to 53.6 million tons, but said world prices could increase this winter given that demand is expected to outstrip extremely low global supply.
    Extremely low wheat stocks in the European Union and across the world will mean prices of the grain will con-tinue to rise, Strategie Grains said Thursday, as it trimmed the bloc's estimated 2012-13 production by 0.2 million metric tons, to 122.7 million tons. The influential analyst group said it had lowered output estimates for the U.K. and Finland, as well as reduced harvest forecasts for Argentina and Australia--where winter wheat development has been hit by drought--and cut its outlook for the U.S. and southern Russia.
    Extremely tight world markets for wheat, corn and soybeans should continue to create upward pressure for EU wheat prices, Strategie Grains said, which should increase significantly once export availability in the Black Sea countries runs dry in early 2013.

    #2
    errol should be able to write something bearish about this, but I will stay in the bullish camp.

    This is based on a normal harvest just to maintain lower stocks.

    If there is a problem the stocks continue to decline.

    Right now the world needs a record harvest to maintain stocks, Brazil and Argentina won't build world stocks even with large crops.

    The latest downturn in the market, driven by the chinese buying policy of cancelling orders with no penalty, has created demand for grain in which there is no bin to auger out of.

    What happened to all the rationing talk of a few weeks ago?

    Bean counters, for whatever reason, believe because so much grain came to market at harvest, there is just as much left in the bins??????

    Comment


      #3
      Bucket

      Why?

      Post election harvest Blues!

      Cheers!

      Comment

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