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Acreage Gains Prove Hard to Make
Manage episode 407129307 series 3558065
İçerik RaboResearch Agri Commodities and Rabobank RaboResearch Food tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan RaboResearch Agri Commodities and Rabobank RaboResearch Food veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In the wake of the USDA’s June Acreage and Stocks Reports, we discuss the likely impacts on G&O and cotton markets given the USDA’s latest estimates. Expectations for acreage gains were high given higher prices during plantings this season, but mixed weather across the US and stiff competition for acres between crops meant those gains were hard to achieve, especially in corn and soybeans. US June grain stocks also declined to a six-year low. With tighter stocks and lower-than-expected aggregate acreage for corn and soybeans, the pressure is on for good yields and good weather this season in the US.
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