Notes
Slide Show
Outline
1
Marketing Club Meeting
  • April 17, 2008


  • By


  • Mike Silver
  • msilver@kokomograin.com
  • 1-800-666-0613
  • 765-457-7211
2
U.S. Corn
3
U.S. Soybeans
4
U.S. Wheat
5
Grains Around the World
6
U.S. & World Corn Stocks
7
World Coarse Grain Stocks
8
U.S. & World Soybean Stocks
9
U.S. & World Wheat Stocks
10
U.S Soft Red Winter Wheat
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U.S. Hard Red Winter Wheat
12
New Crop Soybean/Corn Ratio
13
2008 Acreage
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’08 Corn Intended
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’08 Soybeans Intended
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’08 Wheat Intended
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U.S. Corn Yield
18
U.S. Soybean Yield
19
Weekly Dollar Index Chart
20
Exports Sales
21
Exports
22
 
23
The Ethanol Crunch
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Ethanol Economics Worksheet
25
Ethanol Profit Margin Matrix
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Commodity Fund Positions
27
Commitments of Traders
28
Commitments of Traders
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Weather
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32
Contract Highs & Lows
  • +CK8    608' 0 616' 0 4/9/2008                296' 4 9/12/2006
  • +CN8    620' 6 628' 6 4/9/2008                270' 0 2/2/2006
  • +CZ8    630' 2 629' 2 4/16/2008                260' 0 12/16/2005
  • +CZ9    584' 0 583' 0 4/16/2008                302' 0 10/11/2006
  • +CZ0    595' 0 595' 0 4/15/2008                346' 0 2/12/2007
  • +SK8   1360' 0 1586' 4 3/3/2008                 717' 0 12/15/2006
  • +SN8   1377' 4 1596' 0 3/3/2008                 626' 0 3/14/2006
  • +SX8   1286' 0 1473' 2 3/4/2008                 622' 0 10/10/2006
  • +SX9   1254' 4 1409' 0 3/4/2008                 670' 0 11/16/2006
  • +SX0   1262' 4 1390' 0 3/4/2008                 950' 0 12/3/2007
  • +WK8    938' 0 1349' 4 2/27/2008                 476' 0 4/3/2007
  • +WN8    952' 4 1272' 6 3/13/2008                 372' 0 1/18/2006
  • +WN9    970' 0 1144' 6 2/27/2008                 447' 0 10/31/2006
  • +WN0    952' 0 1113' 4 3/12/2008                 535' 0 9/17/2007
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Weekly Crude Oil
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Reformulated Gasoline
35
Weekly Corn Chart
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May Corn
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December 2008 Corn
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Monthly Soybean Chart
39
May 2008 Soybeans
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November 2008 Soybeans
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Weekly Wheat Chart
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July 2008 Wheat
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What Happened to Forward Contracting?
  • It’s not business as usual.
    • CFTC Forum April 22, 2008
      • http://www.cftc.gov/newsroom/generalpressreleases/2008/pr5484-08.html
44
CME/CBOT Daily Limits
45
Farm Bill
  • Old law extended again till 4/25/08
  • Reality & Safety?
  • When and what will it be?
46
Food Vs. Fuel
  • The Debate Intensifies
47
Watch List  - Market Drivers
  • WEATHER
  • Exports
  • Signs of Price Rationing


  • Fund Positions
    • “Regular”
    • Index


  • China
  • USDA May Crop Report
  • 08 Acreage
    • June 30th Planted Acreage
  • Futures vs Contract Highs
  • Stay Alert for Opportunity
  • Maintain Flexibility
  • THINGS ARE NOT THE SAME
  • Stay In Touch
    • Phone 800-666-0613
    • Email   msilver@kokomograin.com
    • www.kokomograin.com