Commodities React To China Tariffs

Published 04/05/2018, 10:17 AM
Updated 07/09/2023, 06:31 AM
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Back To The Bargaining Table?

Good Morning!

The word on the street is China came in and bought loads of Soybeans at a big discount in yesterday’s trading session after tough talk in the trade war of words. There is talk that officials from both sides will attempt to avert any such tariff actions. With China hitting back with a shot over the bow implementing duties on key American imports including Soybeans, planes, cars, beef and chemicals. They are not targeting U.S. Treasuries because they no long term buying U.S. debt is a good investment. So for now it looks like, “The Art of the Deal”, and it is back to the negotiating table. In the overnight electronic session the May Corn is currently trading at 384, which is 3 cents higher. The trading range has been 384 ¼ to 380 ¾. I expect a rebound today.

On the Ethanol front this market was also targeted by the Chinese even with their ambitions to have a large percentage of Ethanol in their fuel tanks by 2020. In the overnight electronic session the May Ethanol is currently trading at 1.405, which is .005 higher. The trading range has been 1.408 to 1.400. The market is currently showing 2 bids @ 1.402 and 2 offers @ 1.406 with 67 contracts changing hands and Open Interest at 1,065 contracts.

On the crude Oil front the market is treading water at the moment with the May contract currently trading at 6323, which is 14 tics lower. The trading range has been 6379 to 6307. If the U.S. dollar stabilizes we should see the market rally.

On the Natural Gas front warmer temperatures are forecasted for next week, which should further pressure the market. In the overnight electronic session the May contract is currently trading at 2.698, which is 2 cents lower. The trading range has been 2.715 to 2.681.

Have a Great Trading Day!

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