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10. Juni 2025 -
Kaack - News
Kaack - News
WASDE-Report Juni 2025: Weizen knapper als erwartet
Das USDA kürzt die globalen Weizenendbestände überraschend deutlich. Auch beim Mais wird die Bilanz enger.
Kaack - News
Hier finden Sie aktuelle Meldungen der Kaack Terminhandel GmbH sowie interessante Beiträge zu den Märkten auf Twitter.
Karen Braun 
Karen Braun
Stocks-to-use for U.S. #soybeans in 2023/24 is estimated by USDA at 7%, a four-year high. This figure relies on a record 52 bpa crop yield, but if that shrinks, so could demand. Not an overly comfortable situation but comfortable enough for now.
Quelle: twitter.com
Andrey Sizov
Andrey Sizov
Is it just me or the global #wheat stocks number really looks bullish?
(Chinese stocks est: 204.9 vs 204.7 a month earlier)
Quelle: twitter.com
Karen Braun
Karen Braun
Quick report reaction: Satisfied with USDA's US corn yield cut, it needed to happen anyway. Could've gone either way on bean yield, it's early and beans can recover. August yields will matter way more than these ones, though. Chinese soy imports unch YOY is a bit concerning.
Quelle: twitter.com
Karen Braun
Karen Braun
Some world notes:
#Wheat: 23/24 crop up in USA but down in Argentina, Canada, EU. Russia exports up 1 mmt.
#Corn: Larger 23/24 USA crop, Ukraine crop/exports up 0.5 mmt. China 23/24 imports unch.
#Soybeans: Smaller 23/24 USA crop, China 23/24 imports down 1 mmt to 99.
Quelle: twitter.com
Karen Braun
Karen Braun
🇧🇷🇦🇷Fairly quiet report for South American production. No change to old- or new-crop #soybeans or new-crop #corn, but a decline in #Argentina's 22/23 corn harvest is offset by a rise in #Brazil.
Quelle: twitter.com
Karen Braun
Karen Braun
🇺🇸Analysts did really well anticipating U.S. spring #wheat production, though they missed the stronger upside in the winter crop. Total 2023 wheat output is seen up 5.4% from 2022.
Quelle: twitter.com