Soybeans Commentary

storck

Just My Opinion – Soybeans

Soybean Commentary
July Soybeans close 8 ¼ cents lower ($9.48 ¼), Aug 8 cents lower ($9.50 ¼) and Nov 7 ¾ cents lower ($9.48 ½)
July Meal closes $1.5 lower ($306.3), Aug $1.5 lower ($307.5) and Dec $1.0 lower ($311.1)
July Bean Oil closes 60 pts lower ($32.34), Aug 59 pts lower ($32.45) and Dec 59 pts lower ($32.86)
USDA announces 126 K T. old crop soybeans sold to unknown
The latest from the USDA suggests soybeans are getting planted in a timely manner. Adding to that the soybean meal market sags into new lows for the current move. Bean oil, too, appears to be struggling. It appears the Argentinian producer has become an active seller as the Argentine currency continues to nose-dive. The Brazilian currency appears to have gone into a short term stabilization phase following last week’s collapse. Adding to all of this are thoughts of how many intended corn acres may go to prevent plant – one would think this scenario would get us additional acres planted to soybeans. The bottom line to the soybean complex is that it is a very heavy market right now.
The interior soybeans basis was relatively quiet on Tuesday with few if any changes being noted. Soybean spreads ran softer with the lower flat price. Offers to sell cash soybean meal remain depressed looking – meal spreads are just like the cash offers; depressed looking.
After the 2-day attempt to retrace last Thursday’s sharp break the soybean market appears to be in the process of rolling over. Failure at the $9.40 level will suggest something closer to $9.25. The meal market has moved into new low ground for the current sell-off suggesting a test of the longer term support at $300.0. Bean oil is looking at sell stop activity below the $32.25 level.

Daily Support & Resistance for 05/24
July Beans: $9.40 (?) – $9.56
July Meal; $301.0 (?) – $310.0
July Bn Oil: $31.90 – $32.90

 

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