Karen BraunOvjeren akaunt

@kannbwx

Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.

Vrijeme pridruživanja: kolovoz 2013.

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  1. U.S. exports were a brighter spot in December at 2.15 mmt (79 mbu), some 10% above the 5yr avg. Jun-Dec shipments (15.1 mmt) were 8% above the 5yr avg and comprised 57% of USDA's full 2019/20 forecast.

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  2. 🇺🇸U.S. exports, December 2019: 5.57 mmt (205 mbu) ASIDE FROM 2018: ▪️lowest for month since 2012 ▪️Sep-Dec total (22.41 mmt) lowest since 2012, and 24% below the 2013-2017 avg 2.51 mmt (99 mbu) ▪️lowest Dec since 2012 ▪️Sep-Dec (9.3 mmt) 37% below 2014-2018 avg

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  3. USA shipped 2.63 mmt of to in December, bringing the 2019/20 total through the first third of the year to 9.59 mmt. That's just less than half of what's "normal" for the period and the lightest since 2008 aside from last year's low (0.34 mmt).

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  4. U.S. exports to were a huge record 102,177 tonnes in December. BUT shipments to all other destinations were a 4-year low for December, and total 2019 exports to non-China were 2.097 mmt, a 3-year low and down 5% on the year.

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  5. U.S. exports in December hit 282,148 tonnes - an ALL-TIME high for ANY month - and that was due to a surge in exports to . Total pork shipments reached a record 2.67 mmt in 2019, up nearly 10% on the year.

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  6. Interesting to see the share of Democrat voters has not really changed much over the last year. The follow-up poll, which was not specific to farmers, appears to be consistent with the Iowa Caucus (at least in terms of the leader - Biden is currently 4th in Iowa).

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  7. Mock election results show Trump has not lost the backing of U.S. farmers: 🇺🇸Feb. 5: n=746 79% Trump 15% Democrat 7% 3rd party/abstain 🇺🇸Nov. 5: n=958 75% Trump 16% Dem 9% 3rd/ab 🇺🇸Aug. 6: n=1,199 67% Trump 18% Dem 15% 3rd/ab 🇺🇸May 7: n=1,075 61% Trump 16% Dem 23% 3rd/ab

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  8. Less than an hour left! If you are a U.S. farmer, make sure you cast your vote!

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  9. 4. velj

    is urging local authorities to not disrupt the transport of livestock or feed amid the virus outbreak. Seems they are trying to avoid relying on meat/food imports more heavily than they already are. This is positive news for grain and soy consumption, if anything.

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  10. 4. velj

    Since the Iowa Caucus didn't offer much insight, which of the following Democratic candidates is MOST favorable? P.S. EVERYONE can vote in this poll, not just producers!

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  11. 4. velj

    Today's : Quarterly mock election 🇺🇸 U.S. PRODUCERS ONLY: If the 2020 U.S. Presidential Election was held TODAY, what are you MOST likely to do? Please select Option 4 if you're not a U.S. producer but want to follow the results (then see next poll 👇)!

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  12. 3. velj

    USDA said Monday that U.S. farmers would start receiving the third and final round of trade aid payments later this week.

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  13. 3. velj

    exports, January 2020: 1.49 mmt (smallest for Jan since 2017, down 27% from Jan 2019) 2.29 mmt (smallest for Jan since 2017, down 41% from Jan 2019)

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  14. 3. velj

    U.S. and export inspections were as expected last week, but were a little bigger. The soybean total included 552,523 tonnes to .

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  15. 3. velj

    It's not clear yet whether has formally requested the consultation. But this puts even more uncertainty around China's ability or intention to meet the target.

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  16. 3. velj

    Bloomberg reporting that seeks flexibility on Phase 1 trade targets amid the coronavirus outbreak. The deal says the two sides can consult “in the event that a natural disaster or other unforeseeable event” delays either side from complying.

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  17. 3. velj

    USDA confirms the sale of 130,000 tonnes of U.S. to for delivery in 2019/20.

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  18. 3. velj

    I guess farming has made its way into the ads for a 2nd year in a row?? 😝 Pretty good game so far! Tell me who you're rooting for!

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  19. 31. sij

    Daily estimates of fund activity in futures only suggest heavy selling between Wed-Fri (though they were pretty off in wheat last week): -11k -19k CBOT -9.5k Soymeal -10k Soyoil -11.5k

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  20. 31. sij

    Here is the full summary for the week ended Jan. 28 (disag. fut+opt). Funds sold soy products and KC , bought a little bit of both MGEX wheat and CME lean hogs.

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