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Commodities: February Blahs

Published 02/16/2017, 01:49 PM
Updated 07/09/2023, 06:31 AM
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Good Morning!

This morning we start the day with weekly Export Sales, Housing Starts & Permits and Initial Jobless Claims at 7:30 A.M. and the EIA Gas Storage at 9:30 A.M. On the Grain front the market rallied yesterday with rains in South America, which gave the complex a reason to rally after the last USDA Supply/Demand report. In the overnight electronic session the March Corn is currently trading at 378 ¼ which is a ½ of a cent lower. The trading range has been 378 ¾ to 376 ¾.

On the Ethanol front there were no trades posted in the overnight electronic session. The March contract settled at 1.553 and is currently showing 2 bids @ 1.539 and 4 offers @ 1.556 with Open Interest at 1,720 contracts. This market is starting to show rollovers as the April Open Interest is growing to 1,737 contracts.

On the Crude Oil front the market continues to trade parabolic on headlines from $54 to $50 a barrel. In the overnight electronic session the March Crude Oil is currently trading at 5331, which is 20 points higher. The trading range has been 5348 to 5295. OPEC compliance keeps me bullish on this sideways market that is looking for a breakout.

On the Natural Gas front the warm weather across the Plains and Mid-west continues to stifle any rally. Technically the charts show support at $2.75. In the overnight electronic session the March contract is currently trading at 2.900 which is 2 ½ cents lower. The trading range has been 2.953 to 2.894. The Thomson Reuters weekly poll of 20 analyst guessitimate draws from 104 bcf to 137 bcf with the medium of 124 bcf. This compares to last week’s draw of 147 bcf, the one-year of 136 bcf and the five year average of 156 bcf.

Have a Great Trading Day

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