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Exports updated
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JonSCKs
Posted 11/20/2015 17:30 (#4909150)
Subject: Exports updated


Updated exports.  Soybeans narrowed the gap this week.. and given the lateness of the plantings down south.. the export window should be open a little longer.  Corn also narrowed the gap this week.. Corn exports go out now in the spring.

Wheat is running ahead of pace by 37 million bushels.  The Sorghum table projects lower of much lower realized exports in the data set.. It sure looks as things have changed with Sorghum Shipments still running ahead of last year.  Seeing more basis strength for Sorghum post harvest.

The funds are still near record shorts..

 

2001 29.9      48      
2002 29.1  Soybeans  39.9shippedCorn New 
2003 24.2  12-Nov New 48.2 sales12-Nov Crop 
2004 30    BookedCrop 45.4    BookedAddBook 
2005 25.5shipped  Book 54.3   Ship  
2006 30.3 sales    5411.211.923.130.90.0 
2007 30.4   Add Ship 59.9713.419.132.527.470.0 
2008 33.9      45.28.59.417.927.30.1 
2009 39.68.817.125.913.70 48.39.29.518.729.60.1 
2010 4011.918.830.79.290 45.28.912.421.323.90.1 
2011 36.7811.919.916.80.3 37.97.214.321.516.40.4 
2012 36.213.513.426.99.30 184.77.211.96.10.9 
2013 44.513.521.835.39.20.1 47.45.91823.923.51.2 
2014 49.815.621.537.112.70.1 45.87.912.720.625.20.8 
2015  15.715.230.9 0.1  5.88.814.6 0.9 
     42.711.81.1    41.326.70.2 
                
required pace to hit WASDE 15.8      31.1  
 projected 1569.7 projected  1624.0   
 pace    pace        
  updated WASDE           
     USDA 46.7  1715     USDA  45.73  1800  USDA  
                
 Difference -146 myn bu     -176 myn bu 
                
10/29/2015    -153      -220   
                

2001

24.1             
200220.8  Wheat    shippedSorghumNew 
200329.6  12-Nov New 4.78 sales12-Nov Crop 
200426.6    BookedCrop 4.37    BookedAdd ShipBook 
200525.3shipped  Book 4.33      
200622.9 sales   3.340.621.111.731.610 
200732.6   Add Ship 6.191.882.524.41.790 
200826.0      2.640.580.521.11.540 
200921.710.53.914.47.30.1 3.240.550.721.271.970 
201033.413.38.421.711.70.1 3.330.690.681.371.960 
201126.612.64.216.89.80.1 0.950.320.210.530.420 
201226.311.44.415.810.50.1 1.340.470.260.730.610 
201330.116.65.221.88.30.1 4.700.61.141.742.960 
201422.6011.15.116.26.40.1 8.321.452.313.764.560 
2015 9.34.513.8 0.1  2.262.034.29   
    22.89.00.2    6.42.20.0 
               
     8.0      4.0  
projected  837.52   projected 253.63   
pace       pace      
               
 21.8  800   USDA8.25 325   
               
    37 myn bu    -71 myn bu 
               
    -12      -189   
               

Cheers.

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