No26 : Grains

Dear , Please find below the link to our latest report, this week on Global Grains ! We wish you an excellent year. Mehdi Chaouky / Erel-Antoine Goren Speak soon. Erel-Antoine Goren +33 (0)1 78 95 92 33 icechat: eagoren1

LCMC AGS MONTHLY NEWSLETTER | December 14, 2021

No25 : Corn

LCMC AGS MONTHLY NEWSLETTER | December 06, 2021

No24 : Soybeans

Dear , Please find below the link to our latest report, this week on Soybeans ! Key points: The oilseed complex was relatively well supported last week despite heavy selling pressure taking place across financial markets and raw materials. The commodities strongly correlated to the business cycle recorded some of the worst performances for the week, among which gasoline (-3.8%) and cotton (-6.8%). US soybean prices gained 1.2% over the period on the back of growing concerns about drier than anti.....

LCMC AGS MONTHLY NEWSLETTER | November 29, 2021

No23 29th Nov21 Grains

Dear , Please find below the link to our latest report, this week on Global Grains ! Key points: Fear has gripped many governments and economic agents since news wires around the world focus upon the mutations in the Covid-19 virus into a variant called B.1.1.529 – otherwise known as Omicron. While prompt measures have been taken by various authorities to limit the spread of that new variant, panic-stricken investors responded in rapid fashion, sending global financial markets in a tailspin at t.....

LCMC AGS MONTHLY NEWSLETTER | November 22, 2021

No22 22nd Nov21 Corn

Dear , Please find below the link to our latest report, this week on Corn ! Key points: The corn market has been relatively quiet in recent days, torn between robust biofuel demand in the US and logistical challenges in northern China, vs. good crop prospects in South America and harvest pressure in Europe. In France, the corn harvest was 91% complete as of 15 November according to FranceAgrimer. Good-to-excellent crop conditions were stable at 89% compared with 58% at the same time in 2020. The.....

LCMC AGS MONTHLY NEWSLETTER | November 15, 2021

No21 - 15th Nov21

Dear , Please find below the link to our latest report, this week on Wheat ! Key points: Grain and oilseed markets have moved past their ‘transition phase’ associated to the final stage in corn and soybean harvests across the Northern Hemisphere, while winter crops planting also comes to an end. In the US, winter wheat seeding was complete at 91% as of 7 November, in line with the 5-year average. At the same time, US corn and soybean harvests were 84% and 87% complete, a rather normal pace compa.....

LCMC AGS MONTHLY NEWSLETTER | November 03, 2021

No20 : 3rd Nov21

Dear , Please find below the link to our latest report, this week on Soybeans ! Key points: Since September, a recurring topic of discussion among market operators has been the impact of record fertiliser prices onto US farmers’ profitability and planting intentions for 2022. The market consensus states that the lower nitrogen requirements and higher ‘perceived’ profitability in soybean farming should favour soybean acres over corn at spring time. Currently at around 2.25, the Nov’22 soybean to .....

LCMC AGS MONTHLY NEWSLETTER | October 26, 2021

No 19

Dear , Please find below the link to our latest report, this week on Corn ! Key points: Grain markets remain in their transition phase as corn and oilseeds harvests in the northern hemisphere continue to unfold, while buyers get more active as they normally take advantage of lower prices prevailing at this time of the year – noticeably hog producers who do their utmost to have as many animals as possible available for feeding into November. As of 24 October, the USDA estimated the US corn harves.....

LCMC AGS MONTHLY NEWSLETTER | October 14, 2021

14th Oct21

Dear , Please find below the link to our latest report, this week on Macro ! Key points: The theoretical model on the effects of interest rates stipulates that monetary expansion temporarily drops the real interest rate – whether via a decrease in the nominal interest rate, an increase in inflation, or both. Commodity prices then accelerate to the upside until they reach overvalued territory – a stage in which market operators’ expectation of a future price correction is large enough to adjust .....

LCMC AGS MONTHLY NEWSLETTER | October 01, 2021

No 17 - 1st Oct21

Dear , Please find below the link to our latest report, this week on Oilseed complex ! Key points: The quarterly stock report released by the USDA on 30 September came as a surprise to some market operators if one judges by the price reaction afterward. US soybean inventories stood at 256 million bushels as of 1 September, compared with 524 million one year ago. Despite being down substantially since last year, quarterly stocks came above average estimates at 185 million bushels. The inventory p.....

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