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  1. U

    CME changes margin req to INITIAL = MAINTENANCE !?!?!?

    CME just put out a clarification on the margin changes. Initial margin reduced. http://www.cmegroup.com/tools-information/lookups/advisories/clearing/files/Chadv11-400.pdf
  2. U

    Historical CBOT reports

    Does anyone know where I can obtain historical data for these three CBOT reports? -Deliverable stocks of grain -Daily Receipts and Shipments -Daily CBOT Grain Warehouse Receipt/Certificates
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    It's official: Multiculturalism to blame for Oslo slaughter

    I believe Helge is taken out of context in this video. I would not describe the immigration debate in Norway as an "increasingly intense and heated" one. At least not more intense and heated as anywhere else in the west. Of course, if you are to only study the debate amongst anonymous crack pots...
  4. U

    Blast hits government buildings in Oslo, Norway; shooter arrested at youth camp!

    "We are so few, every fallen is a brother and a friend," - Nordahl Grieg.
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    Blast hits government buildings in Oslo, Norway; shooter arrested at youth camp!

    This is a national tragedy. 7 confirmed killed in bombing in Oslo, 10 confirmed in the shootings at Utøya where the labour party held their annual youth camp. Witnesses tells of far more casualties. "I wish I could have been at Utøya to tell him to shoot me instead of these innocent...
  6. U

    What are good resources and books?

    Although fishmeal is a good protein source in feed, it's use is marginal in the grand scheme of things. Only round 5 mill. MT last couple of years, compared to ca. 160 mill. MT soybeanmeal (this year 175 mill. MT world total according to the USDA) and 30 mill. MT rapeseedmeal. It was a...
  7. U

    Charting/data

    Welcome, and smart move, sticking to what you know. I know a couple of traders that are happy with prophetX, it might suit your needs: http://www.telvent.com/en/business_areas/trading/solutions_overview/commodity_traders/index.cfm If you don't mind me asking, where in australia are your...
  8. U

    WTI-Brent

    You can find weekly reports at fernleys or pf bassøe (now a part of pareto) for free: http://www.fearnleys.com/index.gan?id=293 http://www.pareto.no/no/PF-Bassoe/Weekly-Reports/2011.aspx PS: there's probably a whole lot of other shipbrokers with similar reports. Google.
  9. U

    What are good resources and books?

    It pays to know your competition. If you are going to trade the grains, you should read up on cargill, ld, adm, bunge and the like. And, if you have no ag background, find some resources that could teach you something about farming.
  10. U

    Soymeal/Soyoil March 2011 spread

    Well, those meal prices are relatively low for all oilseeds at the moment, rape, soy and even sunseed. Seeds and beans are not, and oils aren't either. What we know now is that you probably aren't going to get much early beans out of braz this year (if any), which means preassure on beans in...
  11. U

    cotton prices have tripled since 2009!

    You're forgetting the supply side of the equation. US ending stocks for 2010-11 is projected at 1,9m bales - lowest in over 50 years. And that is with a conservative estimate of exports...
  12. U

    wheat spreads

    Even though I do think you're right, if you are to put on a decent line in those far dated wheat spreads, you ought to start early (they trade thin). My guess is that, when comes january-february-march, new crop's structure will be steeper than this, even though Europe is exporting like never...
  13. U

    wheat spreads

    Anyone keeping an eye on those new-crop wheat spreads? Getting awfully flat in post-july 2011 here. They have been planting winter wheat with both hands in Europe. And that carry over of SRW in US aint going nowhere with half of australias wheat crop downgraded to feed. I think there are some...
  14. U

    wheat spreads

    http://www.grainnet.com/articles/KCBT_Board_Approves_Balanced_Package_of_Contract_Rule_Changes-101018.html
  15. U

    wheat spreads

    Yes. 08:30 est. USDA has a calendar over scheduled release dates on their website.
  16. U

    wheat spreads

    The nov lot on MATIF is heading for expiry at 7,5 eur/mt over the jan contract. (nov expires in two days) Looks like folks want that wheat.
  17. U

    wheat spreads

    It was supposed to be 46% good to excellent compared to 47% last week. ubgr
  18. U

    wheat spreads

    New ratings are in: overall 47% good to excellent (compared to 46% last week). HRW: Kansas 38% (42%), Colorado 30% (31%), Nebraska 38% (40%), Oklahoma 31% (31%) and Texas 35% (29%) in good to excellent condition. SRW: Illinois 38% (50%), Indiana 23% (23%) and Ohio 65% (67%) good to excellent.
  19. U

    When do you think this ag bull market will end?

    All wheat production in Mill. Tonnes for EU-27: 06/07=125 07/08=120 08/09=151, compared to global production 06/07=598 07/08=609 08/09=686. EU-27 all wheat exports in the same years: 06/07=14 07/08=13 08/09=26.
  20. U

    When do you think this ag bull market will end?

    To comment on the threads original question: When is this ag bull dead? There's strong demand from China, that has to go if this is to end in the near future. And there's some uncertainty regarding next years supply, acreage lost in Ukraine and Russia and poor start of winter wheats in...
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