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The Corn And Ethanol Report: 11/04/19

Published 11/04/2019, 02:40 PM
Updated 07/09/2023, 06:31 AM
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Happy Culture Day Japan

We kickoff this first day of November with Factory Orders at 9:00 A.M., ISM New York Index at 9:45 A.M., Export Inspections at 10:00 A.M., 3 & 6-Month Bill Auction at 11:30 A.M., Total Vehicle Sales at 2:00 P.M., Crop Progress at 3:00 P.M. and Fed Daly Speech at 3:05 P.M. Today marks the 40 anniversary that Iran overtook our Embassy in Tehran. They were also brazen this weekend to announce they were already cheating on the Nuke Deal the past administration cut with them. Isn’t that a surprise. Thank God we have a President that knows how to deal with these terrorists unlike his predecessor and it is like De Ja Vu of when Ronald Reagan took over for his predecessor and told that hateful regime, “ When I am sworn in as President of the United States and our people are not safely out of your airspace…KABOOM! Unfortunately, That is the only foreign policy these terrorist understand and we should continue the choke hold on sanctions so they cannot sell Oil to streamline revenue for a next attack on innocent civilians. More rage against this terrorist regime in Iraq where escalating anger over Tehran’s influence in Iraqi affairs. Iraqi’s storm the Iranian consulate in Karbala, scaling concrete security barriers replacing the Iranian flag with an Iraqi flag while throwing Molotov cocktails into the compound. Security forces fired rubber bullets and tear gas to disperse them. Three protesters were reportedly killed. This just goes to show you the world stage is sick and tired of Iran’s provocative insane methods of pursuing their ideology.

On the Corn front, Mexico remains a steady buyer but that is not going to cover the recent deficits in Export Sales as a whole. Harvest has been a problem and will continue to be a problem just like this whole growing year. The market just does not seem to grasp and is not trading to supply and demand, while waiting for phase one of the U.S.-China trade deal is yet to be signed. Whispers this morning are that we are very close. In the overnight electronic session the December Corn is currently trading at 385 ¼, which is 4 cents lower. The trading range has been 387 ¾ to 385.

On the Ethanol front, the Trump administration continues to try and workout a practical compromise on the Biofuels and Ethanol blending. And both sides are not happy with the concessions. The art of the deal means we keep moving forward and find a solution that both sides can live with. There were no trades in the overnight electronic session. The December Ethanol settled at 1.450 and is currently showing 1 bid @ 1.443 and 2 offers @ 1.458 with Open Interest at 475 contracts.

On the Crude Oil front, Saudi Aramco announcing the IPO of the worlds most profitable company worth 2 trillion. They have high expectations of when they go public. They have made bold statements but Apple (NASDAQ:AAPL) is worth 1 trillion and it will be interesting to see if investors buy into the offering in this boom or bust industry. In the overnight electronic session the December Crude Oil is currently trading at 5684, which is 64 points higher. The trading range has been 5706 to 5583.

On the Natural Gas front the market is pricing in colder weather that is forcasted in the coming weeks at a theatre near you. In the overnight electronic session the December Natural Gas is currently trading at 2.794, which is 8 cents higher. The trading range has been 2.842 to 2.781.

Have a Great Trading Day!

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