Notes
Slide Show
Outline
1
Marketing Club Meeting
  • December 12, 2007



  • 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
U.S. Wheat by Class
6
U.S. Soybean Meal
7
U.S. Soybean Oil
8
Grains Around the World
9
U.S. & World Corn Stocks
10
World Coarse Grain Stocks
11
U.S. & World Soybean Stocks
12
U.S. & World Wheat Stocks
13
U.S Soft Red Winter Wheat
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U.S. Hard Red Winter Wheat
15
Weekly Dollar Index Chart
16
The World Comes to China
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Weekly Crude Oil
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Reformulated Gasoline
21
Soy Bio-Diesel Economics
22
The Ethanol Crunch
23
Ethanol Economics
24
Commodity Fund Positions
25
Contract Highs & Lows
  • +CH8   421' 0 -3' 0 443' 0 6/18/2007 276' 0 3/27/2006
  • +CN8   439' 0 -2' 0 450' 6 6/18/2007                 270' 0 2/2/2006
  • +CZ8   440' 6 -1' 4 442' 0 12/10/2007 260' 0 12/16/2005
  • +CZ9   433' 0 -0' 0 435' 4 12/10/2007 302' 0 10/11/2006
  • +CZ0 --- --- 436' 0 12/10/2007 346' 0 2/12/2007
  • +SF8   1131' 0 -4' 4 1127' 4 12/10/2007 611' 0 9/25/2006
  • +SN8   1161' 4 -5' 0 1167' 0 12/11/2007 626' 0 3/14/2006
  • +SX8   1052' 6 -3' 6 1057' 0 12/10/2007 622' 0 10/10/2006
  • +SX9 --- --- 994' 4 12/10/2007 670' 0 11/16/2006
  • +SX0 --- --- 990' 0 12/7/2007 950' 0 12/3/2007
  • +WH8   911' 0 0' 4 966' 4 9/28/2007                 444' 0 9/22/2006
  • +WN8   808' 6 2' 6 830' 0 12/10/2007 372' 0 1/18/2006
  • +WN9   760' 0   -0' 0 778' 0 12/10/2007 447' 0 10/31/2006
  • +WN0   767' 0   -3' 0 777' 4 12/10/2007 535' 0 9/17/2007
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Weekly Corn Chart
27
March Corn
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December 2008 Corn
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December Corn Continuation
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Monthly Soybean Chart
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January 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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Cost Outlook for 2008
  • Higher Input Costs
    • Fertilizer
    • Seed
    • Land
  • Machinery Costs
  • Fuel Costs
  • Interest Costs
  • Margin Variability



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2008 Acreage ????
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New Crop Soybean/Corn Ratio
39
Senate Farm Bill
  • The saga continues
    • Passage before year end?
    • Administration Veto?
  • Entitlements vs Farm Safety Net
  • Paygo
  • The farm economic environment
    • Prices received
    • Farm Expenses

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Watch List  - Market Drivers
  • Export Sales
  • South American Weather
  • Fund Positions
    • “Regular”
    • Index
  • China
  • January Final Crop Report
  • 08 Acreage
    • March 31 USDA
  • Futures vs Contract Highs
  • 08 Spring Crop Insurance Decisions – 3/15/08 Sales Closing
  • Stay Alert for Opportunity
  • Maintain Flexibility
  • Stay In Touch
    • Phone 800-666-0613
    • Email   msilver@kokomograin.com
    • www.kokomograin.com