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Commodities: Busy Day Ahead

Published 03/09/2017, 12:20 PM
Updated 07/09/2023, 06:31 AM
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Good Morning!

Today we have Export Sales and Initial Jobless Claims at 7:30 A.M. EIA Gas Storage at 9:30 A.M. and the Crop Production USDA Supply/Demand at 11:00 A.M.

Let’s start off in the Natural Gas arena, which the market may have triggered some buyers back to the table searching to buy value in this oversold market. The weekly Thomson Reuters poll with 18 analysts participating are expecting draws of 51 to 77 bcf with the medium draw of 60 bcf. This compares to an injection build of 7 bcf last week. A draw of 63 bcf a year ago and the five year average of 136 bcf. Last week’s build was the only build in February on the record books. In the overnight electronic session the April Natural Gas is currently trading at 2.931 which is 3 cents higher. The trading range has been 2.940 to 2.889.

On the Crude Oil front the charts look UGLY. Although technically the market looks oversold and this would be a time to release the Strategic Petroleum Reserves (SPR), that horse already bucked out of the barn. The market looks vulnerable to a selloff to 4850. I still expect buying to come back into the market. However, the parabolic freeze breakout to the downside is reminder of the old rule of thumb “buyer beware”. Mario Draghi speaks today and could change the fortunes and inspire the bulls to come back and keep the bears sitting on the fence. In the overnight electronic session the April Crude Oil is currently trading at 4912, which is 116 points lower. The trading range has been 5084 to 4879. If 4850 does not hold the charts tell us next stop is $44 a barrel. One thing to remember there are many ships at the bottom of the sea and they had charts too.

On the Grain front we are excited for today’s report. Hopefully this morning’s Export report will continue to see we are rolling and investors will take a look and hope the foot is on the accelerator before the Crop Production USDA Supply/Demand data. In the overnight electronic session the May Corn is currently trading at 371 ¾, which is a ½ of a cent lower. The trading range has been 373 ½ to 370 ½.

On the Ethanol front the April contract posted a trade with 2 contracts traded, which is .002 of a cent higher. The market is currently showing 1 bid @ 1.487 and 1 offer @ 1.496 with sliding Open Interest at 2,104 contracts.

Buckle Up

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