Corn Commentary

storck

Just My Opinion

Dec closes 1 ¼ cents higher ($3.51), March 1 ¼ cents higher ($3.59) and July 1 cent higher ($3.72 ½)
December Chgo Ethanol closes 2.5 cents a gallon higher (1.545), Jan 2.1 cents higher (1.480)
Flat price corn sustains its recent rally underpinned by strength in the soybean and soybean meal markets. Adding to the current price level appears to be the December option expiration on Friday; the 350 strikes (puts and calls) are carrying fairly large levels of open interest when compared to other nearby strikes. I’m also being told that the European corn market has been up 9 days in a row. I don’t think the buying that we have seen of late is all that much new buying but mostly short covering. I will admit that if the rally further extends itself it will be new buying.
The majority of the interior cash corn markets continue with their steady to higher trend. Only the Ohio River is reporting an easier basis level. The Gulf, however, continues to be slack looking. Corn spreads ran unchanged on the day. If there is any cash corn movement happening out there it appears to be modest at best. Any new movement will come from resting offers sitting over the market.
Tuesday’s trade was a real grind. If I didn’t know better there is some skepticism about paying current levels for new long positions. Current price levels are in the thick of interim resistance. Personally I have no interest in ownership at current levels but so far little is being seen in the price action that would suggest the current rally is in its waning stages. Daily Support & Resistance Dec Corn: $3.47 – $3.55 March Corn: $3.55 – $3.63

 

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