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Category: Commentary

Hog-corn ratio slumps further; Soymeal ETF trades spike; Ag prices in March

The hog to corn price ratio in China continued to fall since late November last year against the backdrop of weakening hog prices in the country…

Published March 14, 2022
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USDA confirms large soybean buying; Rogue trader causes 55m yuan loss

The net export sales of US soybean during the week of February 25 to March 3 spiked from the previous period as…

Published March 11, 2022
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USDA cuts China soybean import estimate; China struggles to motivate farmers

The USDA has further lowered its estimate of Chinese soybean imports in 2021/22 marketing year to the lowest level since 2019…

Published March 10, 2022
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Corn price to remain high; Inflation flatlines; Rice auction quiet

Domestic corn prices in China are expected to remain at current high level as rising wheat prices in the country narrowed the price differential between the two crops and…

Published March 9, 2022
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Corn crops face flooding risk; Hog prices weaken; Hog sales spike

An official of the Ministry of Water Resources in China said on Tuesday that the risk of flooding could pose threat to corn crops this summer…

Published March 8, 2022
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Rapeseed output estimate drops; Flour maker margins tighten; Soybean imports rise

Rapeseed production in China during 2021/22 marketing year is estimated to total 14.3 million tons, lower than previous expectations…

Published March 7, 2022
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Pork equities rally; US sorghum sales robust; Pre-made food industry stumbles

Publicly traded shares of Chinese pork companies rallied sharply…

Published March 4, 2022
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DCE corn futures lag behind CBOT rally; Pork restocking starts; More Covid-related suspensions

Corn prices within China have been rising over the past six months mostly due to…

Published March 3, 2022
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Mixed planting roll-out; Port company stock spikes; More corn processing capacity

The Chinese government has reemphasized its ambition to boost oilseed production in the country in its fourteenth five-year plan…

Published March 2, 2022
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Wheat prices hit key level; China PMI rises marginally; Consumer demand slow

wheat prices could hit 1.5 yuan per jin (3,000 yuan/ton) – a major psychological level in the market…

Published March 1, 2022
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