Corn Commentary

storck

Just My Opinion – Corn

Corn Commentary
Sept Corn closes 2 cents higher ($3.62 ¾), Dec 1 ½ cents higher ($3.76 ¼) and March 1 ¾ cents higher ($3.88 ¼)
Sept Chgo Ethanol closes 0.005 cents a gallon higher ($1.580), Oct 0.005 cents higher ($1.555)
Weekly Corn Export Inspections – 756.9 K T. vs. 800 k – 1.000 M T. expected
Weekly Corn Crop Ratings & Progress – 62% GE (+2%) vs. 60% Expected vs. 74% year ago – 16% Denting vs. 19% expected vs. 20% 5-year average
Flat price corn challenges last week’s report day low (Dec actually takes it out by ¼ cent) and it stands in. Short covering followed leading to an outside day with a close higher than Friday’s high. I did not see any news in particular to prompt the short covering other than a degree of short term oversold and stronger cash markets. It seemed like spec liquidation ran its course from last Thursday’s USDA report.
As I mentioned interior cash markets are stronger as cash movement is just about non-existent. Sept was a noticeable gainer vs. the Dec and March but after that bear spreading was noticed dec forward.
Today’s suggested reversal sets the stage for some retracement of the recent sell-off. What prompts it will be disbelief over the 169.5 bpa yield from the USDA. More in that regard will be seen (or not seen) when the Pro Farmer tour starts next week.
Daily Support & Resistance for 08/15
Sept Corn: $3.58 – $3.68
Dec Corn: $3.72 – $3.82

 

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