| The Stocks report says that Minny is tight.. Down 89 myn vs LAST year. Evidently the PP WAS significant.. taking out the high yield area's... ??? NC/Ia.. S Minny..??
Minny has the smallest stocks this year vs 12/13 and 09/10.. 1,216 in 09, 1,150 LY and only 1,061 this year.. Meanwhile ND has the most... 182 09, 274 LY and 275 this year..
fwiw. | | | | Dec 1st Corn Stocks by State | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2009/10 | | | 2012/13 | | | 2013/14 | | | | | | | | | | | | | | | | | | | | | | | | | | | 09/10 vs 13/14 | | 12/13 vs 13/14 | | | | | | | | | | | | | | | | | | difference | | | difference | | | | | | On | Off | Total | | On | Off | Total | | On | Off | Total | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CO | 63 | 38 | 101 | | 47 | 31 | 78 | | 64 | 38 | 102 | | 1 | 0 | 1 | 101.0% | | 17 | 7 | 24 | 131.3% | CO | | IL | 1,200 | 679 | 1,879 | | 480 | 639 | 1,119 | | 920 | 800 | 1,720 | | -280 | 121 | -159 | 91.5% | | 440 | 161 | 601 | 153.7% | IL | | IN | 570 | 187 | 757 | | 270 | 193 | 463 | | 610 | 273 | 883 | | 40 | 86 | 126 | 116.6% | | 340 | 80 | 420 | 190.7% | IN | | IA | 1,450 | 727 | 2,177 | | 910 | 650 | 1,560 | | 1,070 | 667 | 1,737 | | -380 | -60 | -440 | 79.8% | | 160 | 17 | 177 | 111.3% | IA | | KS | 140 | 270 | 410 | | 68 | 178 | 246 | | 100 | 216 | 316 | | -40 | -54 | -94 | 77.1% | | 32 | 38 | 70 | 128.5% | KS | | KY | 100 | 25 | 125 | | 41 | 25 | 66 | | 105 | 31 | 136 | | 5 | 6 | 11 | 108.8% | | 64 | 6 | 70 | 206.1% | KY | | MI | 195 | 51 | 246 | | 155 | 82 | 237 | | 195 | 97 | 292 | | 0 | 46 | 46 | 118.7% | | 40 | 15 | 55 | 123.2% | MI | | MN | 940 | 276 | 1,216 | | 810 | 340 | 1,150 | | 760 | 301 | 1,061 | | -180 | 25 | -155 | 87.3% | | -50 | -39 | -89 | 92.3% | MN | | MO | 230 | 89 | 319 | | 88 | 55 | 143 | | 185 | 85 | 270 | | -45 | -4 | -49 | 84.6% | | 97 | 30 | 127 | 188.8% | MO | | NE | 930 | 404 | 1,334 | | 570 | 387 | 957 | | 760 | 489 | 1,249 | | -170 | 85 | -85 | 93.6% | | 190 | 102 | 292 | 130.5% | NE | | NC | 31 | 22 | 53 | | 25 | 19 | 44 | | 36 | 34 | 70 | | 5 | 12 | 17 | 132.1% | | 11 | 15 | 26 | 159.1% | NC | | ND | 150 | 32 | 182 | | 180 | 94 | 274 | | 185 | 93 | 278 | | 35 | 61 | 96 | 153.0% | | 5 | -1 | 4 | 101.5% | ND | | OH | 330 | 138 | 468 | | 220 | 135 | 355 | | 330 | 180 | 510 | | 0 | 42 | 42 | 109.0% | | 110 | 45 | 155 | 143.7% | OH | | PA | 76 | 10 | 86 | | 72 | 10 | 82 | | 110 | 13 | 123 | | 34 | 3 | 37 | 143.0% | | 38 | 3 | 41 | 150.0% | PA | | SD | 510 | 122 | 632 | | 240 | 147 | 387 | | 410 | 234 | 644 | | -100 | 112 | 12 | 101.9% | | 170 | 87 | 257 | 166.4% | SD | | WI | 285 | 101 | 386 | | 190 | 144 | 334 | | 205 | 133 | 338 | | -80 | 32 | -48 | 87.6% | | 15 | -11 | 4 | 101.2% | WI | | | | | | | | | | | | | | | | | | | | | | | | | | Total | 7,445 | 3,489 | 10,934 | | 4,586 | 3,447 | 8,033 | | 6,380 | 4,046 | 10,426 | | -1,065 | 557 | -508 | 95.4% | | 1,794 | 599 | 2,393 | 129.8% | Total | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
As I read this.. Dakota corn needs to flow South and East.. I assume some SD corn is coming in by truck to Columbus..?? and hence maybe the UP and BNSF in Nebraska is not AS CLOGGED as the Dakota lines..?? A portal to the PNW..???
heck.. we may need some corn here in the Sunflower state..??
NO WAY that 316 is enough.. ethanol plants alone with grind 180... then there's the feedlots.. I'm sure that the northern part of the state is pulling on Husker corn... got to.
Edited by JonSCKs 1/31/2014 10:51
|
March - July corn spread
