Tuesday, December 4, 2012

Market Commentary Wilco

December 3, 2012

Good news over the weekend for SWW did not translate this morning into results we could understand.  That is, it was announced that the state buying bureaucracy for Egypt had purchased 6 million bushels of SWW from the Pacific Northwest for delivery in January and February of 2013. So it was hard to understand why the Chicago wheat futures market finished off 4 at this morning’s close.  

The announcement of this purchase should eventually (if not today) work to further strengthen our market out here.  This is a first for 2012-13 U.S. crop going to Egypt the world’s largest importer of wheat.  As you remember we had a bit of a selloff at the end of last week, so it looks like Egypt was quickly buying on a price dip.  Three of the exporters in the PNW were involved in the sales. Remember how we finished very tight in supply at the end of last year’s crop, which was a bumper one?  Well, this year with so much wheat already being sold, and less production and acres, this sale will only tighten supplies.

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