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1/27/2012
January 1st Cattle Inventory Estimates
US beef, cattle, and feeder cattle prices have all reached record levels in the last year and the USDA confirmed that numbers will remain tight inthe next year. When will the US cattle industry expand?
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1/26/2012
US Corn Basis Discussion
The USDA's December stocks report implied domestic feed use will be down sharply in 11/12. The cash market, though, suggests use will be up. What is the importance of the cash market's signals?
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1/25/2012
World Rapeseed Supply and Demand
ARC discusses production estimates for the 12/13 crop, as well as potential changes to world oilseed demand. In which direction are prices headed if normal weather develops?
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1/24/2012
US Corn Export Discussion
How does the USDA's 11/12 corn export forecast compare to the current pace of sales and shipments, as well as demand from traditional importers? To what extent does this affect ending stocks?
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1/23/2012
Chinese Soybean and Crude Oil Imports in December
Chinese import demand in December was decent. But do they reflect a need to change the Chinese or US soybean balance sheets?
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