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Seems CME soybean oil 's down 25% from the year high, soybean meal only down less than 10%. Is it for too much palm oil £¿Will the gap between soybean oil and soybean meal narrow ?

or if you can read spanish http://www.bolcereales.com.ar/descargar-documento5-0/reportes_mercado-descargar

Ask the guy with bloomberg terminal etc.

weather matters.also spanish & chinese languages if you want follow the ag more closely.

I guess both soybean and corn will keep falling , for bumpy SA corps next season,and if you do an arb, you can long corn and short beans at further months for SA may grow more soy than expected

http://www.reuters.com/article/2012/07/02/us-cotton-manipulation-lawsuit-idUSBRE86115920120702 it's 2012.jul "Reuters) - Commodity trading giant Louis Dreyfus Commodities BV has been sued by a former senior trader at rival Glencore, who alleges that Dreyfus illegally cornered the cotton...

one week passed,nothing came out seems.Too many glitches these days.

It knocked down crop prices as usual.the weather is bull-killing this season, since June,especially for corn belt.

1 soybean vs 2 soyoil works for me.The bear trend for soybean is kind of obvious,so if not for strong crude oil,you don't need that many of long legs

looks the weather is still friendly for the corn and soybean planted in a cold and wet spring and need some grow degree days catch up

Guess if the flood is materilazed, some people may do the good old soy-corn spread trade, betting on the spread between soy and corn to narrow(from around 690~700 to around 500~600).For there're some corn acreage will finally turn into soybean.

Follow up the risk also in Canada http://www.cbc.ca/news/canada/manitoba/story/2013/04/17/mb-fargo-flood-forecast-updated-manitoba.html "Manitoba government says risk of Red River flooding is getting worse By Steve Lambert (Canadian Press) -- WINNIPEG -- The long winter that has...

From WHO http://www.who.int/csr/don/2013_04_16/en/index.html Human infection with influenza A(H7N9) virus in China - update 16 April 2013 - As of 16 April 2013 (18:00 CET), the National Health and Family Planning Commission notified WHO of an additional three laboratory-confirmed cases...

USDA : WASDE

For July contract.It seems NG might enter the seasonal weakness for the warming up weather.Maybe it's time to consider the demand for spring planting and travelling activities

Thanks ,Kanellop for your information. The similar risks of spring also apply to Canada. Maybe the planting of canola and spring wheat are also interesting issues to watch. http://www.cbc.ca/news/canada/manitoba/story/2013/03/26/mb-provincial-flood-forecast-manitoba.html "The Manitoba...

From WHO update http://www.who.int/csr/don/2013_04_04/en/index.html Human infection with influenza A(H7N9) virus in China - update 4 April 2013 - 4 April 2013 – On 4 April 2013 (14:00 CET), the Chinese health authorities notified WHO of an additional four laboratory-confirmed cases...

we can admit that there's too much weather premium in the ag prices and nobody can really predict weather.Just keep an open mind and be ready to react, rather to predict.

Meant to watch for some weather premium in new crop corn.Some intended area of corn or spring wheat may end up as soybean, in a flood scenario.And there might be some support for corn and more pressure for soy complex, I guess, for the new crops.

The snow cover in north and midwest looks more like the one in year 2011 and 209. http://www.nws.noaa.gov/hic/nho/ National Hydrologic Assessment March 21, 2013 "Based on the above normal amount of water in the current snowpack and seasonal forecasts of continued above normal...