The News & What it Means – Bullish on Corn but Not that Bullish

By John DePutter – April 24, 2018

 

The news:

“The price of corn could soar to US$8 a bushel….An unusual confluence of factors could propel prices higher over the next couple of years. These include declining output, an ethanol-led demand surge in China, and likely brutal weather.”

– Barron’s, April 7, 2018

The News & What it Means – A Cold, Wet Start as Attention Turns to Midwest Weather

By John DePutter & Dave Milne – April 10, 2018

 

The news:

“The USDA’s weekly crop progress report pegged nationwide corn planting at 2% complete as of Sunday, a single point behind last year but right on par with the five-year average and pre-report trade guesses.”

Syngenta website article, April 9, 2018

The News & What it Means – China Tariffs Raise Questions about Hog Demand Amid Big Supplies

By John DePutter & Dave Milne – April 3, 2018

 

The news:

China’s retaliatory measures against American imports took effect Monday, including a 25 percent tariff on pork. The duty comes just after government data showed that the American hog herd on March 1 reached a seasonal all-time high.”

– Bloomberg, Apr. 2, 2018