ARE FUNDS UNDERVALUING WEATHER PREMIUM?

Written By Sebastian Frost

AUDIO COMMENTARY

  • Is this fast planting actually bearish? Areas that are ahead lack moisture and sub soil. While areas behind are scheduled for more rains.

  • Are the funds undervaluing weather premium. Will they start to look at the corn belt forecasts

  • Why did July gain on Dec despite China cancelling old crop?

  • The difference between 2023 and 2012 is this year is much drier

  • Is damage already done to wheat despite wet forecasts?

  • Funds will eventually have to buy Chicago

  • Is Brazil’s crop getting smaller or larger

  • CPI and weather favor short covering

  • Could US be the only game in corn market

  • Don’t give up inverse in corn. Ways to capture inverse without pricing corn.

  • Risk management & making money on both sides of the market

Listen to today’s audio below

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Sebastian Frost
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