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Tidbits, Crude Oil, Harvest Progress, Export Inspections 10/16/24

Highlights


Yesterday was an all-around ugly attitude day for a variety of reasons, none-of-which justified the magnitude of the lower price movement.

  • Rainy season is getting stronger in Brazil.  

  • Good harvest weather in the U.S., which we know it would be last week.

  • China’s economy is not going to get fixed soon enough to maintain demand for crude oil and all other commodities. Crude was down more than $4 at one point for the second consecutive day.

  • Disappointing corn and wheat export inspections.

  • A stronger dollar.

  • A fairly hard sell-off from Monday’s all-times highs on Wall Street.

  • Israel said it would not hit Iran’s oil facilities.

  • Etc.


NOPA soybean crush in September was above the highest estimate at 177.32 million bushels and 7 million bushels above the average estimate. Better yet, soy oil inventory was slightly less than expected and the lowest since November 2014.

 

Harvest Progress:

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