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Writer's pictureWright Team

Weekly Summary & Recommendations 01/26/2022

Corn Situation After the Close Tuesday, January 25th, 2022:

March Corn Settled Yesterday at $6.20

Price Change Tuesday to Tuesday: up 20¾ cents

19-month high $6.40½ May 7, 2021

19-month low $3.67 June 26, 2020

19-month range is $2.73½

Yesterday’s closing price is:

20¼ cents below the 19-month high

$2.53¼ above the 19-month low

USDA's 2020 crop carryout in terms of days’ use: US: 30, world: 94

USDA's 2021 crop carryout in terms of days’ use: US: 38, world: 92


Seasonal Trend is Up

Fundamentals are Bullish

Technical Situation is Bullish

Price Above Breakeven? Yes

Conclusion: If you follow these recommendations, you sold March corn above $6.22 yesterday; be ready to buy puts in the spring... and no, we do not think the high has been made yet. But you have $6.22 HTA locked-in and puts will catch the rest if prices continue higher into the spring

The past week’s low was $6.00; high was $6.31

This week's Bullish Consensus:

57% bullish

13% bearish

28% neutral

2% no opinion

Next week, we will shift to new Crop December corn

 

Soybean Situation After the Close Tuesday, January 25th, 2022:

March Soybeans Settled at $14.07¼.

Price Change Tuesday to Tuesday: up 46 cents

19-month high $14.455 June 7, 2021

19-month low $8.95 August 24, 2020

19 Month Range is $5.50½

Tuesday’s closing price is:

38¼ cents below the 19-month high

$5.12¼ above the 19-month low

USDA's 2020 crop carryout in terms of days’ use: US: 21, world: 100

USDA's 2021 crop carryout in terms of days’ use: US: 29, world: 93

Seasonal Trend is down until Feb 10th then into 2nd week in July

Fundamentals are Bullish

Technical Situation sideways short term, long term bullish

Price Above Breakeven? Yes

Conclusion: Sell when March trades to $14.78, one cent under the January contract high

This past week’s low was $13.63½, high was $14.29½

This week's Bullish Consensus:

49% bullish

15% bearish

31% neutral

5% no opinion

 

Wheat Situation After the Close Tuesday, January 25th, 2022:

July CBOT Wheat Settled at $8.07¾

Price Change Tuesday to Tuesday: up 48 ¼ cents

19-month high: $8.63 November 24th, 2021

19-month low $5.16½ May 18, 2020

19-month range is $3.46½

Tuesday’s closing price is:

55¼ cents below the 19-month high

$2.91¼ above the 19-month low

USDA's 2020 crop carryout in terms of days’ use: US: 146, world: 135

USDA's 2021 crop carryout in terms of days’ use: US: 117, world: 130

Seasonal Trend is down

Fundamentals: pretty iffy…

Technical situation is up short term, down

Price Above Breakeven? Yes

Conclusion: If you follow these recommendations, you sold July soft red winter wheat at $7.97 yesterday.

Last week’s low was $7.59¾, the high was $8.17¾

This week's Bullish Consensus:

64% bullish

13% bearish

17% neutral

6% no opinion

For the next several weeks or months, we will be tracking Hard Red Winter Wheat, which we have not recommended a sale yet.


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