Markets

Daily Market Wire 8 October 2021

Lachstock Consulting October 8, 2021

All markets firmed except the US Red Winter wheats which closed about half per cent lower.

  • Chicago wheat December contract down US4.75c/bu to 741.25c/bu;
  • Kansas wheat December contract down 3.75c/bu to 741.25c/bu;
  • Minneapolis wheat December up 3.25c/bu to 942.25c/bu;
  • MATIF wheat December contract up €1/t to €269.25/t;
  • Corn December contract up 1.75c/bu to 534c/bu;
  • Soybeans November contract up 5.25c/bu to 1247.25c/bu;
  • Winnipeg canola November contract up C$4.50 to $927.30/t;
  • MATIF rapeseed November contract up €5/t to €676.25/t;
  • US dollar index down 0.1 to 94.2;
  • AUD firmer at US$0.731;
  • CAD firmer at $1.256;
  • EUR unchanged at $1.156;
  • ASX wheat January 2022 up $1/t to $348/t;
  • ASX wheat January 2023 up $3.50/t to $362/t.

International

Mixed and quieter moves overnight with Chicago back 4 3/4¢, KC -3 3/4¢, Minny +3 1/4¢ and Matif +1€ on the earlier close.  Corn gained a cent and three quarters and beans gained 5 1/4¢ (Matif +5€, Winnipeg +$4.5).  Crude oil has continued to chop around, back up nearly a buck to $78.9 WTi / $82.5 Brent and the DOW gained 338 points.  The AUD is trading at 73.2¢, the CAD $1.255, and the EUR $1.155.

Regular weekly export sales were out with wheat at 0.3 million tonnes (Mt), corn 1.2Mt, beans 1.0Mt and sorghum/milo effectively zero (2.4 kt Mexican)

Flash export sales had 261k of beans to Mexico, 314k of corn to Mexico

Regular crop conditions and inspections will be delayed this coming week with the holiday on Monday – out Tuesday

Tunisia’s durum tender saw them reportedly purchases wheat at a US$680/t for Nov/Dec shipment, with the ongoing squeeze in the global durum market well reflected

US corn belt maps are still bringing a solid 1-2″ across central areas next week, though harvest should get some relief later in the month with maps shifting back dry again

Black Sea weather maps continue to bring some light rains across the rest of the month in latest models, but on the drier side of hopes.

Australia

Local markets were slightly firmer on wheat and barley yesterday, while canola was nominally higher, with almost the entire country pushing that A$1000/t mark.

Freight into harvest remains a concern with logistical delays noticed and more concerns as grain starts to move more heavily.

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