Argentinien kämpft zur Zeit mit der größten Dürre seit 1971. Neben Brasilien ist Argentinien einer der größten Exporteure von Sojabohnen und Mais. Allein die Sojabohnenproduktion wurde in der vergangenen Woche vom Landwirtschaftsministerium von knapp 50 Mio. Tonnen auf 45-46 Mio Tonnen reduziert. Einige Beobachter gehen sogar von nur noch 40-41 Mio Tonnen für diese Erntesaison aus.

Quelle:

QTWeather

Beitrag der US Today vom 23. Januar 2009

Alle Angaben in Mio Scheffel

*Quelle: Dow Jones Newswire

Dieser Bericht kann als durchaus bearish bezeichnet werden und sollte hier erst einmal den Deckel auf den Getreidemärkten halten.

News Release Issued: December 4, 2008 9:30 AM EST

CME Group Receives Regulatory Approval for Changes to Wheat Contract

Seasonal storage fees, additional delivery points to improve convergence

CHICAGO, Dec. 4 /PRNewswire-FirstCall/ — CME Group, the world’s largest and most diverse derivatives exchange, announced today that the Commodity Futures Trading Commission (CFTC) has given regulatory approval for changes to its world benchmark Soft Red Winter Wheat futures contract. The changes, which include seasonal storage fees and additional delivery points, are designed to improve convergence between wheat futures and cash prices at contract expiration.

CME Group requested approval of the changes from the CFTC based on input from market participants, including commercial firms, grain elevator operators, individual traders, proprietary trading firms and others. The approved changes include the following:

– Changes to the storage rates include introducing seasonal storage charges to be increased during the period from July 18 through December 17 to

8 cents per bushel per month. During the remainder of the crop year from December 18 through July 17 storage charges will remain at their current level of 5 cents per bushel per month.

– Three new delivery territories will be added to include: shuttle train loading facilities in a 12-county area of northwest Ohio; barge loading facilities on the Ohio River from Cincinnati to the Mississippi River; and barge loading facilities on the Mississippi River from south of St. Louis to Memphis. The northwest Ohio locations will be added at a 20 cent per bushel discount; Ohio River locations at par; and Mississippi River locations at a 20 cent per bushel premium.

– Finally, the exchange is lowering the vomitoxin level for par delivery from three parts per million (ppm) to two ppm. Wheat containing three ppm of vomitoxin will continue to be deliverable at a 12 cent per bushel discount and wheat containing four ppm of vomitoxin will continue to be deliverable at a 24 cent per bushel discount.

The seasonal storage rate and additional delivery locations will be implemented beginning with the July 2009 wheat contract and the lower vomitoxin level will be implemented with the September 2011 contract.

For more information, please see the exchange’s Special Executive Report http://cmegroup.com/rulebook/rulechanges.html or the filing at http://www.cftc.gov.

CME Group (http://www.cmegroup.com) is the world’s largest and most diverse derivatives exchange. Building on the heritage of CME, CBOT and NYMEX, CME Group serves the risk management needs of customers around the globe. As an international marketplace, CME Group brings buyers and sellers together on the CME Globex electronic trading platform and on trading floors in Chicago and New York. By acting as the buyer to every seller and the seller to every buyer, CME Clearing virtually eliminates counterparty credit risk. CME Clearing also offers $7 billion in financial safeguards to help mitigate systemic risk, providing the security and confidence market participants need to operate, invest and grow. CME Group offers the widest range of benchmark products available across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities, metals, and alternative investment products such as weather and real estate. CME Group is listed on NASDAQ under the symbol "CME."

The Globe logo, CME, Chicago Mercantile Exchange, CME Group, Globex and E-mini, are trademarks of Chicago Mercantile Exchange Inc. CBOT and Chicago Board of Trade are trademarks of the Board of Trade of the City of Chicago.

NYMEX, New York Mercantile Exchange, and ClearPort are trademarks of New York Mercantile Exchange, Inc. COMEX is a trademark of Commodity Exchange, Inc.

All other trademarks are the property of their respective owners. Further information about CME Group and its products can be found at http://www.cmegroup.com.

CME-G

SOURCE: CME Group

Web site: http://www.cmegroup.com/

Quelle: CME Group

Link: http://www.cme.com/clearing/rmspan/pbadv/files/Chadv08-336.pdf

Heute wurde der WASDE Report der USDA für den Monat November veröffentlicht. Kurz gesagt kann der Report als leicht negativ für Sojabohnen und Weizen angesehen werden und leicht positiv für Mais.

Quelle: Dow Jones Newswire

Die Corn Ratings verbesserten sich leicht aufgrund des guten Wetters.Interessant ist der Erntefortschritt, der mit 21% gemeldet wurde. Der Markt ging mit einem deutlich höheren Fortschritt aus, da das Wetter in der vergangenen Woche nahezu perfekt für die Ernte war. Im vergangenen Jahr waren zum gleichen Zeitpunkt bereits 50% der Ernte eingebracht worden und der 5 Jahres Durchschnitt liegt bei 41%. Für die kommenden Tage werden noch einmal für den westlichen Maisgürtel Regenfälle gemeldet.

Die Soybeans Crop Ratings blieben unverändert gegenüber der Vorwoche. Ich erwarte noch mal eine Reduzierung der durchschnittlichen Ernteerträge auf 39 bpa. (USDA Oct. 08 39,5 bpa). Die eingebrachte Ernte wurde mit 51% der Anbaufläche gemeldet und entwickelt sich so, wie erwartet.