Statistics Canada July 31 Stocks Report Released Today

[charliep]

Stocks report at July 31 released today. Main story is big barley and oat
carryovers on July 31. Any grain producer who thinks the pain in the
livestock industry should look at the feed consumption side of both these
crops. Livestock numbers will be down more this summer and fall.

<a href="http://www.statcan.gc.ca/daily-quotidien/090909/dq090909a-
eng.htm">July Grain and Oilseed Stocks</a>

[Hopperbin]

Why does it come up access forbidden?

[charliep]

Will try again.

[URL="http://www.statcan.gc.ca/daily-quotidien/090909/dq090909a-eng.htm"]stocks report[/URL]

If this fails (sorry blackberry guys), google &quot;statistics canada&quot; - the stocks report link is the item.

[Hopperbin]

Charlie would an open market on export feed barley help them barley stocks numbers? Could there be any export barley business now?

[charliep]

On the last question. Should dig more with a price but international
barley too cheap. Having said that, Japan still buys feed barley and
there is always a cargo or two for tender. Would be nice to have a
system that could react when the planets lineup so to speak with a
backed off Canada opportunity providing a competitive price with the
domestic feed market - your decision to sell in either case.

On the first, would Canada have had lower barley carryover in an open
market? The opportunities I talked about above for feed barley would
have been there with a caveat I am curious how CWB feed barley cash
pricing works and how it reacted to fill opportunities. None of this
benefit will go to barley farmers by the way. The real question around
carryover however in my mind would have come to malt barley and an
environment where farmers would have been provided clearer signals
about sales opportunities. The CWB brags about a 2.6 mmt pool size
(congrats on anyone who used cashplus early) or pariticipated in the
pool) but how much business was left on the table? As SK3
commented on durum, what is the value of your carried over malt
barley into new crop? Could western Canada have moved more barley
with a clearer price signal? Don't know the answer to those
questions?

[cottonpicken]

http://www.youtube.com/watch?v=EbVKWCpNFhY