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Thanks, seems the USDA always puts ending stock of soymeal in quite a small number

Why CME soymeal usually in backwardation while bean in contango ?

planting and growing season weather with declining stock

maybe soybean meal is a better try for spread trade, the stock as USDA put is more often low

right,the stock will run low into summer anyway,but that could be a long waiting

It could be bearish if Brazil gets right rain and bumpy harvest, so better play i when the spread is narrow enough

The weather forecast looks mild and warm for most part of US in the next 2 weeks, so Natgas could also go $2

maybe they are concern about weather in Brazil and Australia ,some areas look dry

long coffee short beans ,if drought stays in Minas Gerais " Private weather forecaster Somar warned of irregular rainfall in the center-west soy belt as well as the southeast throughout the month as an atmospheric blockage prevents a cold front from advancing over the key producing regions in...

The Putin Push

some short squeeze,same old story,US's running out of old crop bean

"Limited peak supply contributed to substantial increases in New England natural gas prices and basis on high-demand days this winter and last winter. New York City reduced spikes in prices and basis by adding pipeline capacity and by using retail demand curtailment, solutions that could help...

soybean and meal are made for spring and summer weather casino, if you can't read weather maps, better not to bet heavily on them in the NA and SA summer

Seems that vortex will stay for one more week and maybe till delivery day for the march contract.Cold weather and low stock helped bulls a lot.

for seasonality, summer in both SA and NA is generally bullish for price of corn, as the weather premium

Maybe Argentina 's crop is too small for a SA summer rally

Blame the record hot weather Reuters http://uk.reuters.com/article/2014/01/14/uk-argentina-corn-analysis-idUKBREA0D15520140114 (Reuters) - A three-week drought that parched Argentina's Pampas farm belt in December is quietly wilting this year's corn crop estimates for the South American...

Any trick used by accountants of Enron can do the job. Just keep the balancesheet balanced and yield is the major moving part in a growing season and export for the harvest season, etc.

If you are not a big player and without inside information, better stay away from this rigged market, where there're too many whales crowded, for a while. Exporter as Indonesia can surprise market also.

http://www.reuters.com/article/2013/12/23/copper-squeeze-idUSL6N0JZ3DP20131223 "* One investor held over 90 pct of copper contracts * Further squeezes seen amid shortage of inventories * Exchange says rules robust against manipulation By Eric Onstad and Josephine Mason LONDON/NEW...