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Doane Advisory
Doane Advisory Services helps U.S. agriculture stay in touch with prices, trends and other critical business information. Inquiries: 314-240-1510
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Doane Advisory retweeted
Bill Nelson 1h
USDA forecasts cotton output of 22.50 mln bales vs 18.39 mln in 2018. US consumption led by exports has to surge to keep carryout from going crazy high. Exports up 2 mln bales. Even then, ending stocks up 2 mln bales to 6.3 mln and cash price down 5 cents to 67 cents.
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Doane Advisory retweeted
Bill Nelson 1h
In the cotton outlook, USDA edges area up by 151,000 acres to 14.25 million, a little less than how some rounded to 14.3 million yesterday. The much more important change is harvested area up 2.40 mln to 12.93 mln. So even with little change in yield, 835 vs 838, crop size soars.
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Doane Advisory retweeted
AgPro 2h
China is proposing that it could buy an additional $30 billion a year of U.S. agricultural products including soybeans, corn and wheat as part of a possible trade deal being negotiated by the two countries.
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Doane Advisory retweeted
Bill Nelson 1h
USDA's 2019/20 wheat supply/demand forecast. Yesterday we learned USDA forecasts 47.0 million acres. Yield 47.7 in line.. Exports 975 million not surprising and reflects lots of competition. Stocks tighten to 944 mln but remain plentiful. Cash price 5 cents higher to $5.20.
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Doane Advisory retweeted
Bill Nelson 2h
Our Doane corn views lean higher on acres at 92.3 million, yield 177 bu, meaning more supply than USDA by about 100 mln, With more supply, we see feed at 5.6 bln vs USDA at 5.5 bln. Steady ethanol of 5.575 bln. Maybe use improves on trade war resolution. Ending stocks 1.705 bln.
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Doane Advisory retweeted
Bill Nelson 2h
USDA's 2019/20 corn supply/demand forecast. Yesterday we learned USDA forecasts 92.0 million acres. Yield 176.0 is less than trade views at 177 plus. Corn exports 2.475 billion show more growth in world demand, even with US losing share. Stocks tighten to 1.65 bln and price $3.65
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Doane Advisory retweeted
Bill Nelson 2h
Our Doane views lean higher on acres at 86.1 million, yield 50 bu, meaning more supply than USDA, On the demand side, most importantly hinges on resolution of trade war and much stronger export demand at 2.15 bln. Ending stocks would remain very high at 760 mln.
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Doane Advisory retweeted
Bill Nelson 2h
USDA's 2019/20 soybean supply/demand forecast. Yesterday we learned USDA forecasts 85.0 million acres. Yield 49.5 is less than trade views at 50 plus. Soy exports 2.025 billion assume continuing tariffs. Crush 2.105 bln. Carryout at 845 million. Price $8.80.
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Doane Advisory retweeted
Ed Shulman 2h
's planting intentions survey will be reflected in upcoming March Quarterly Crop Outlook
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Top Producer Editor 21h
“When you know your purpose and everyone is aligned, that’s the single biggest determinant of whether you’ll be successful—regardless of the environment.” , the Navy’s first female F-14 Tomcat fighter pilot
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Doane Advisory 20h
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Doane Advisory 20h
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Doug Edge Feb 20
Cutest lamb ever born yesterday at the farm.
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Farm Futures Feb 19
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Firestone Ag Feb 18
Are you ? Share your family's story for a chance to win tires, up to a $2,500 value. Enter here:
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AgriTalk Radio Feb 19
This afternoon on , gets the news from , visits with head of sustainability Kenny Johnson, talks markets with Bill Biederman and wraps up with a conversation with CASE. Live at 2:06CT!
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Meghan Vick Feb 15
Trade relations w/China remain in focus, with more talks scheduled for the week ahead. Trump & Xi have both signaled they want a deal. And with spring nearing, attention will soon shift to acreage for 2019. We've got all this (and more) covered here:
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Doane Advisory Feb 15
NOPA reported that members crushed 171.6 million bushels in January. The strong crush pace was a new record for the month and was also the fourth-largest month on record.
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Doane Advisory Feb 14
Poor fall planting weather limited winter wheat seedings, which implies spring plantings of cotton, sorghum and other competing crops could rise significantly.
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Doane Advisory retweeted
BarnMedia Feb 13
Kansas State University researcher publishes study confirming experimental transmission of African swine fever virus through feed
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