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Weekly Summary & Recommendations 6/1/22

Summary & recommendations for corn, soybeans and wheat this week.



Corn


Corn Situation after the close 31th May 2022:


December corn settled Tuesday at $7.11½.

Price Change Tuesday to Tuesday: down $0.13¾

The past week’s high was $7.32¾, the low was $7.07.


24-month high $7.66¼ made May 16, 2022;

24-month low $3.69 made June 26, 2020;

24-month range is $3.97¼.

Yesterday’s closing price is:

$0.54¾ below the 24-month high;

$3.42½ above the 24-month low.

USDA’s 2021 crop carryout in terms of days’ use: US 31, world 90; USDA’s 2022 crop carryout in terms of days’ use: US 37, world 90.

Seasonal Trend is up into third week of June Fundamentals: With normal weather, the top has been made Technical Situation: Bullish Price Above Breakeven? Yes Conclusion: Sell all 2022 corn on a December HTA at $7.50.


This week's Bullish Consensus:

Corn

Grainstats

Wright on the Market

bullish

50%

43%

neutral

23%

43%

bearish

27%

14%


 

Soybeans


Soybean Situation After the Close Tuesday, May 31th, 2022:

November Soybeans settled Tuesday at $15.09½.

Price Change Tuesday to Tuesday: down $0.08.

This past week’s high was $15.60½, the low was $14.95¼.

24-month high $15.60½ on May 31, 2022;

24-month low $8.81 on August 7, 2020;

24-month range is $6.79½.

Tuesday’s closing price is:

$0.51 below the 24-month high;

$6.28½ above the 24-month low.

USDA’s 2021 crop carryout in terms of days’ use: US 10, world 86;

USDA’s 2022 crop carryout in terms of days’ use: US 12, world 87.

Seasonal Trend is up

Fundamentals are Bullish

Technical Situation is Bullish

Price Above Breakeven? Yes

Conclusion: Don’t Sell

This week's Bullish Consensus:

Soybeans

Grainstats

Wright on the Market

bullish

43%

71%

neutral

22%

14%

bearish

35%

14%


 

Wheat


Wheat Situation After the Close Tuesday, May 31th, 2022:

US Ambassador to the UN Linda Thomas-Greenfield announced the United States is ready to give letters of guarantee to companies to buyers of grain from Russia.

As you know, this area (grain) has not been sanctioned, but companies are a little nervous. We are ready to provide them with letters of guarantee that will help encourage them and insurance companies to support efforts to export grain from Russia, which is so necessary for the international community

said Linda Thomas-Greenfield.


In her opinion, if Russia can export sanctioned oil, then it can do this with grain, the export of which has not been subject to restrictions.


French President Emmanuel Macron and German Chancellor Olaf Scholz asked Vladimir Putin to help with the export of Ukrainian grain to Europe from the port of Odessa. In response, the head of the Russian state recalled that the West had driven itself into a food crisis, but promised to help. Putin also said he wanted discussion about the entire Ukraine and Russia situation, not just about Ukraine grain exports.


July KC Hard Red Winter Wheat settled Tuesday at $11.65½.

Price Change Tuesday to Tuesday: down $0.72¼.

Last week’s high was $12.51, the low was $11.65¼.

24-month high is $13.79¼ on May 17, 2022;

24-month low is $5.03¼ on August 24th, 2020;

24-month range is $8.76.

Tuesday closing price is:

$2.13¾ below the 24-month high;

$6.62¼ above the 24-month low.

USDA’s 2021 crop carryout in terms of days’ use: US 124, world 129;

USDA’s 2022 crop carryout in terms of days’ use: US 120, world 124.

Seasonal Trend is down

Fundamentals outlook is bearish

Technical Situation is down

Price Above Breakeven? Yes.

Conclusion:

Sell 2023 HTA KC July wheat $11.48

Sell 2023 HTA CBOT July wheat $10.85


This week's Bullish Consensus:

Wheat

Grainstats

Wright on the Market

bullish

46%

29%

neutral

17%

14%

bearish

37%

57%


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