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Commodities: Rollover Beethoven

Published 03/28/2017, 11:54 AM
Updated 07/09/2023, 06:31 AM
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Good Morning!

Keeping the promise of reversing the Keystone Pipeline ban President Trump is poised to sign an order with sweeping away the last administrations climate policies that were unfriendly to the oil Industry, a jobs killer and bad for the economy whose GDP could not grow past 3% percent, which is anemic.

Reuters released some of prospective plantings quarterly grain stocks report. I am just going to cover the Corn estimates this morning if you need the other grains you can e-mail or call me. The quarterly average of analyst estimates 1.684 million acres as of March 1 2016 1.531. On Corn plantings for 2017 harvest analyst are pegging the to be 90.969 with 2017 outlook versus the 2017 90.00 to 94.004 million acres. In the overnight electronic session the May Corn is currently trading at 3563/4, which is 1 cent higher. The trading range has been 357 ¼ to 355 ¾.

On the Ethanol front the market did not post any trade again last night as investors know we are closing in on plantings and ethanol processors and producers wonder what part they will play with the new regulations unfolding. The April contract settled at 1.540 and is showing 1 bid @ 1.544 and 1 offer @ 1.558 and the declining open interest at 647 contracts.

On the Crude Oil front the market is bouncing back from yesterday’s negative close with the May contract currently trading at 4825, which is 52 points higher. The trading range has been 4833 to 4780. A lot to unfold today with the weekly API Energy Stocks, talks of how sincere OPEC is going to stick or increase production cuts and the energy policy rollbacks on regulations

On the Natural Gas front the April contract expires tomorrow and the complex is looking weak in shoulder season and the expected return of coal plants. In the overnight electronic session the April contract is currently trading at 3.029, which is 2 ½ cents lower. The trading range has been 3.046 to 3.011.

Have a Great Trading Day!

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