Entries by Tim Hannagan I PFG Best Research - Daily Research - Börsennews - Aktien, Forex, Rohstoffe, Emerging Markets

Grain Analysis - Month-End Analysis

Posted by Tim Hannagan I PFG Best Research • Thursday, January 26. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, Jan. 26:

Thursday's weekly export sales report put corn sales a week ago at 958 thousand metric tons, making it a second consecutive strong week. Drought-stricken Mexico was in for 264 thousand in the eighth consecutive week of heavy Mexican purchases. Their drought is now considered the worst since records have been kept.

This will lend to talk ahead ...

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Less Rain

Posted by Tim Hannagan I PFG Best Research • Wednesday, January 25. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Tuesday, Jan. 24:

When we went home Friday, the forecast called for good rains forecasted over all of Argentina and southern Brazil. It turned out rains missed many of the areas and were half or less of what was expected.

We have opened higher at the start of six consecutive weeks now.

The La Niña weather pattern that's led to the drought-like ...

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Weather Trading

Posted by Tim Hannagan I PFG Best Research • Friday, January 20. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Friday, Jan. 20:

Tuesday saw traders buying grains on the drier than expected weekend rains in South America, and dry weather into Thursday. Then traders turned and sold grains Wednesday as the coming weekend forecast called for another system of rain to enter South America. As always, this time of year, when our grains are locked up on the farm and the wheat is dormant, we ...

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Back to Weather Fundamentals

Posted by Tim Hannagan I PFG Best Research • Tuesday, January 17. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Tuesday, Jan. 17:

Late Friday, the weather gurus added rain to the weekend forecast for South America and prices pulled down toward the end of the session. But they added weather premium back in Monday night, after the weekend was drier than expected. Now there is also talk of dry weather into Friday. That's what the market is doing now, pricing in the forecast as the South ...

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USDA Speaks!

Posted by Tim Hannagan I PFG Best Research • Thursday, January 12. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, Jan. 12:

The first report this morning was the USDA’s Weekly Export Sales Report. Wheat exports last week were 365 thousand metric tons, up 17% from the four week average. Sales were largely to Asian countries more concerned about quantity and value and not quality. But low-quality wheat sales and value were on the low end of wheat’s demand list, while ...

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The Grain Report - USDA Next

Posted by Tim Hannagan I PFG Best Research • Monday, January 9. 2012 • Category: Rohstoffe

We came in Monday addressing the weather issues in South America where the growing season is underway. Importantly, Brazil is the world's number two soybean producer exporter and number three on corn. Argentina is the number three world bean producer exporter and number two on corn. Needless to say, production out of that region affects world inventory enormously. The rule of thumb is that whatever they can’t/don’t produce in South America will end up being bought from U.S. ports.
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Grains Analysis - A Little Rain

Posted by Tim Hannagan I PFG Best Research • Friday, January 6. 2012 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, Jan. 5:

The dry weather in South America has the Chinese buying grain as a weather hedge; their purchase totals reflect concern, but not panic. Last week's weekly export sales report showed China was in for 188 t.m.t. of corn, versus the two prior weeks of 58 and 123. They also purchased 422 t.m.t. of beans versus the two prior weeks of 188 and 354 so. Again it’s an ...

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Heating Up

Posted by Tim Hannagan I PFG Best Research • Thursday, December 29. 2011 • Category: Rohstoffe

Grains Analysis by Tim Hannagan, PFGBEST

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, Dec. 29:

The week is ending up as expected, with trend-following funds buying back short positions to settle their month-end and year-end book balancing. Prices are also supported by a stream of bullish weather reports out of South America.

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Three Day Break

Posted by Tim Hannagan I PFG Best Research • Thursday, December 22. 2011 • Category: Rohstoffe

Grain Market Comments by Tim Hannagan, PFGBEST

The grains will be closed on Mondays day session in celebration of the Christmas holiday leaving a three day break in the action. This sets up Tuesday's opening to be quite volatile as the issues the market trades won't be on holiday. One, a build up of European economic news good or bad, and of course the weather in South America. Did it turn wet or dryer. The jet stream has three days to twist or bend and ...

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Grains Analysis - Weather Equals Demand

Posted by Tim Hannagan I PFG Best Research • Thursday, December 15. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, Dec. 15:

Thursday's weekly export sales for corn came in neutral at 504 million tons sold, but over the 4-week average of 373 million. A closer look sees China in for the second consecutive week with a purchase of 123 million vs. 238 million the week prior. These are not big buys, they're nibbling. Their nibbling comes from their fear of drought-like conditions in ...

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Grain Analysis - Crop Report Review

Posted by Tim Hannagan I PFG Best Research • Monday, December 12. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Monday, December 12:

Monday's regular 10:00 a.m. (Central) weekly export inspection report, a gauge of near-term demand, showed a step-back-and-wait attitude by importers after Friday's bearish crop stocks numbers.

Corn inspected by the USDA for near-term shipment came in at 35.6 million bushels, down from 38.9 last week. Beans were 29.7 million versus 32 the week prior; China ...

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Grains Analysis - Friday = Crop Production Report Day

Posted by Tim Hannagan I PFG Best Research • Friday, December 9. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Thursday, December 8:

All eyes are on Friday's USDA monthly crop production supply and demand report. Pre-report estimates are range bound to last month.

Corn ending stocks through the end of the marketing year (August 31, 2012) are estimated at 838 million bushels, down 5 million from last month, and 290 million under a year ago.

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Grain Analysis - Bits And Pieces

Posted by Tim Hannagan I PFG Best Research • Tuesday, December 6. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Tuesday, December 6:

Monday's weekly export inspection report, a gauge of demand, showed little to rattle the market. Wheat inspected by the USDA for near-term shipment was a dismal 14.4 million bushels, down from 16.4 the week prior. Small Asian and island countries bought low-quality wheat to blend with corn for the feed ration, but no quantities were sold off to major world ...

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Grain Anaylsis - Charts Hold

Posted by Tim Hannagan I PFG Best Research • Friday, December 2. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Friday, December 2:

Thursday's weekly export sales report continued to show a soft export pace in corn, with 280 total metric tons sold the week prior and under the 4-week average of 348. We need one million metric tons or more weekly in order to be price friendly. China was absent from the players’ list after nibbling at the market the three prior weeks at 193, 60, and 119 ...

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Grains Analysis - Support Holds

Posted by Tim Hannagan I PFG Best Research • Tuesday, November 29. 2011 • Category: Rohstoffe

Tim Hannagan is one of the nation’s most prominent grain analysts. His report for Tuesday, November 29:

Monday's weekly export inspection report showed beans with 41.4 million bushels inspected by the USDA for near-term shipment, versus 40.8 the week prior, but under our 4-week average of 47 and a year ago of 63 million.

Worldly buyer China was in for 31 million bushels versus the four prior weeks of 33, 44, 40 and 36 million. Like last week's report, it's ...

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