DJ Table Of China July Oilseed, Vegoil, Grain Imports
Table Of Imports By Grain, Oil Type And Origin
(All figures in metric tons)
                    Jul     Change    Jan-Jul     Change
                in Tons    on Year    in Tons    on Year
Wheat
Total           107,830     -18.4%    658,632    -35.22%
Canada           57,750          -    115,500    -31.29%
Australia        47,014    -61.47%    424,118    -39.74%
USA               3,066 +61319680%    119,014      -4.3%
Barley
Total           144,411    +20.18%  1,074,419    -22.65%
Australia        79,766    +17.91%    725,353    -14.66%
Argentina        34,727          -    118,068          -
France           29,832    +96.34%    174,279     +22.6%
Canada               86    -99.77%     54,718    -85.54%
Denmark               -      -100%      2,002    -77.25%
Corn
Total           172,623    -10.92%    208,298    -26.13%
USA             172,603     -9.62%    189,741    -27.39%
Taiwan               20          -         20     +0.08%
Japan                 -          -          1    -24.79%
Laos                  -      -100%      1,583    -81.78%
South Korea           -      -100%        319  +1602.89%
China                 -          -         60          -
Myanmar               -      -100%     14,516   +391.25%
Germany               -          -        128     +31.4%
France                -      -100%          4    +27.58%
Argentina             0          -         26   +341.54%
Chile                 -      -100%          1    -74.61%
Peru                  -          -         75   +368.75%
India                 -      -100%      1,823   +2125.9%
Rice
Total            53,180   +171.38%    407,513   +108.11%
Thailand         27,334   +195.66%    224,691    +38.84%
Vietnam          25,799   +151.99%    174,575   +480.36%
Pakistan             48          -      2,482  +1053.64%
South Korea           -          -        713 +11879900%
Laos                  -      -100%      4,044    +40.61%
Myanmar               -          -      1,000   +233.33%
Taiwan                -          -          7    -63.17%
Soybeans
Total         5,354,501     +8.04% 29,063,933     -5.51%
Brazil        3,440,434    +38.62% 10,822,115    -10.37%
Argentina     1,411,516    -36.38%  2,137,982    -52.95%
Uruguay         441,895    +114.2%    538,748   +115.47%
USA              59,361    +22.72% 15,265,149    +10.25%
Canada            1,294    +81.14%    299,938   +561.67%
Rapeseed
Total            89,424    -48.13%    411,929    -58.47%
Canada           84,004    -51.27%    403,742    -59.27%
Mongolia          5,420          -      8,187  +1356.25%
Rapeseed Oil
Total            20,607    -72.43%    291,802    -34.69%
Canada           20,559    -72.48%    281,555    -35.23%
Australia            30          -        531  +3421.75%
USA                  18   +171.86%         60       -97%
Germany               -      -100%         16    +28.57%
Japan                 -      -100%         54    -71.38%
Malaysia              -          -         60          -
UAE                   -          -      9,527     -3.98%
Rapeseed Meal
Total            80,477    -27.55%  1,036,977     +46.8%
India            48,883   +217.31%    462,938    +74.29%
Canada           30,459     -57.8%    516,732    +42.45%
Ethiopia            702    -75.18%     10,437       -42%
Pakistan            433    -97.91%     46,870    -21.74%
Soyoil
Total           259,364    +72.11%    641,603    +57.68%
Brazil          209,536    +39.93%    282,358    +13.91%
Argentina        49,722  +9765.48%    169,781     +9.61%
India                84          -        280          -
South Korea          14    -96.77%        163    -89.31%
China                 5          -         50          -
USA                   2          -    188,944  +7363.61%
Taiwan                1          -          3    +54.95%
Canada                -          -          2          -
Sweden                -          -         22   +134.55%
Soymeal
Total             1,833   +134.65%    155,415   +278.85%
India             1,073   +433.41%    151,340   +308.33%
Taiwan              760   +171.43%      1,575    -19.64%
Denmark               -      -100%      2,500    +31.58%
Palm Oil
Total           511,794    +11.32%  2,998,358    -13.61%
Malaysia        342,712    +24.71%  1,893,632    -18.81%
Indonesia       163,319    -10.59%  1,094,449     -2.65%
India             4,996          -      4,996    -50.09%
Taiwan              608   +357.14%      2,490    +59.74%
Singapore           158          -        258          -
Philippines           -      -100%      2,532    +25.79% 
  (Source: General Administration of Customs)

 

WHEAT

General Comments:  Futures closed higher Friday on reports of lower than expected yields for Spring Wheat.  Demand is not bad for Wheat.  Wheat finding its way into feed rations in an increasing way.  The current Corn weather and the prices imply that these trends will continue.  Weather forecasts for dry and warm weather in Texas and Oklahoma continue for the week, and more rain will be needed soon for planting of the Fall crops.  Some showers are in the forecast for the Texas Panhandle for the weekend.  Crops in the Northern Plains and into Canada should be in mostly good condition, and showers remain in the forecasts in both areas.  However, yield reports do not appear strong for Spring Wheat so far.  Charts show that the trends are turning up after the price action last week.

Overnight News:  Mostly dry conditions are expected in the southern Great Plains, but central areas could see some showers and northern areas could see mostly dry conditions or light showers.  Temperatures should average above to much above normal in the south, but near normal in the north.  The Canadian Prairies should get mostly dry conditions.   Temperatures will average near normal.  Gulf basis levels are steady for Soft Red Winter Wheat and steady for Hard Red Winter Wheat.  UAE has tendered for 75,000 tons of Wheat.

Chart Analysis: Trends in Chicago are mixed.  Support is at 701, 690, and 677 September, with resistance at 733, 739, and 767 September.  Trends in Kansas City are mixed.  Support is at 791, 789, and 762 September, with resistance at 832, 851, and 868 September.  Trends in Minneapolis are up with objectives of 1036 September.  Support is at 938, 932, and 923 September, and resistance is at 958, 970, and 976 September.

Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
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WHEAT - CHICAGO BOARD OF TRADE   (CONTRACTS OF 5,000 BUSHELS)                                                  
CFTC Code #001602                                                    Open Interest is   547,399                
: Positions                                                                                                    
:   53,238   183,444   186,918    11,508    39,889    65,455    68,254    56,069    12,634    33,159    90,247                                                                                                               
: Changes from:     August 9, 2011                                                                             
:   -1,104    10,151     3,749     1,216     3,268     4,622    -5,260        23      -789     2,140     2,699                                                                                                               
: Percent of Open Interest Represented by Each Category of Trader                                              
:      9.7      33.5      34.1       2.1       7.3      12.0      12.5      10.2       2.3       6.1      16.5                                                                                                               
: Number of Traders in Each Category                                  Total Traders:   410                     
:       73       100        19         7        24        55        66        65        62        79       114 
--------------------------------------------------------------------------------------------------------------
 
Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
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WHEAT - KANSAS CITY BOARD OF TRADE   (CONTRACTS OF 5,000 BUSHELS)                                              
CFTC Code #001612                                                    Open Interest is   180,185                
: Positions                                                                                                    
:   36,748   108,715    29,579       526     2,690    43,039     5,503    17,534    13,659     4,966    13,807                                                                                                               
: Changes from:     August 9, 2011                                                                             
:     -183     4,678    -1,103         4     1,248      -766    -3,784      -359       890        32     1,100                                                                                                               
: Percent of Open Interest Represented by Each Category of Trader                                              
:     20.4      60.3      16.4       0.3       1.5      23.9       3.1       9.7       7.6       2.8       7.7                                                                                                               
: Number of Traders in Each Category                                  Total Traders:   186                     
:       54        69        14         .         8        34        13        26        25        15        33 
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Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
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WHEAT - MINNEAPOLIS GRAIN EXCHANGE   (CONTRACTS OF 5,000 BUSHELS)                                              
CFTC Code #001626                                                    Open Interest is    51,610                
: Positions                                                                                                    
:   19,070    30,874     1,298         0       404     7,971       806     2,710     3,398     1,391     4,516                                                                                                               
: Changes from:     August 9, 2011                                                                             
:   -2,379      -826        39         0         7      -541      -166      -867       352       590      -273                                                                                                               
: Percent of Open Interest Represented by Each Category of Trader                                              
:     36.9      59.8       2.5       0.0       0.8      15.4       1.6       5.3       6.6       2.7       8.7                                                                                                               
: Number of Traders in Each Category                                  Total Traders:    69                     
:       28        23         6         0         .         8         4         6        12         5        13 
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RICE

General Comments: Prices were lower again Friday in what appeared to be liquidation trading.  The market remains concerned about the quality and yields potential for the Rice crop here this year.  The temperatures have moderated in the Mid South, but the region is still not getting a lot of rain, although there has been some.  Texas and Louisiana are in harvest, with good yields being reported in both states.  Cash markets are reported to be steady in Arkansas.  New crop bids have also been steady.  Cash markets in Texas and Louisiana appear steady to firm.  Futures remain well above cash prices.  Trends are generally up on the charts, but turned mixed for the short term with the price action last week.

Overnight News: Some showers are possible in Mid South and Delta areas off and on this week.  Temperatures will average near to above normal.  

Chart Analysis:  Trends are mixed.  Support is at 1669, 1657, and 1644 September, and resistance is at 1680, 1700, and 1710 September.

 
Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
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ROUGH RICE - CHICAGO BOARD OF TRADE   (CONTRACTS OF 200,000 POUNDS)                                            
CFTC Code #039601                                                    Open Interest is    20,289                
: Positions                                                                                                    
:    4,072    13,275     3,256         0         3     2,947       610       573     1,478     1,589     2,903                                                                                                               
: Changes from:     August 9, 2011                                                                             
:       35       659       -37      -174        -5       168        45        55        -6       -44       229                                                                                                               
: Percent of Open Interest Represented by Each Category of Trader                                              
:     20.1      65.4      16.0       0.0       0.0      14.5       3.0       2.8       7.3       7.8      14.3                                                                                                               
: Number of Traders in Each Category                                  Total Traders:    91                     
:       17        18         8         0         .        18         4         4        15        17        21 
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CORN AND OATS

General Comments:   Corn and Oats were higher on crop production concerns.  Increasing ideas of crop losses continued to provide overall support, and it was another dry weekend in much of the Midwest.  There is increasing talk of yield loss due to the rapid progress of the crop.  Corn losses are certain this year from the hot and dry weather seen in July, but no one is sure just how big the losses will be.  Traders will get some indications from the Pro Farmer Crop Tour this week.  Forecasts call for near normal temperatures and some beneficial precipitation for most areas over the next week or two to help keep yields from falling further.  Better weather now would help improve yield potential, but some losses are still expected.  The question now is just how big those losses are.  Oats are being harvested, so warmer and drier weather will enhance progress.  However, condition ratings are still down.

Overnight News:  Basis was weaker at the Gulf of Mexico.    

Chart Analysis:  Trends in Corn are mixed.  Support is at 693, 688, and 684 September, and resistance is at 715, 721, and 729 September.  Trends in Oats are mixed.  Support is at 343, 338, and 336 September, and resistance is at 352, 356, and 360 September.

Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
--------------------------------------------------------------------------------------------------------------
CORN - CHICAGO BOARD OF TRADE   (CONTRACTS OF 5,000 BUSHELS)                                                   
CFTC Code #002602                                                    Open Interest is 1,971,299                
: Positions                                                                                                    
:  308,390   756,860   276,855    52,430   144,926   309,280    23,302   224,629    82,361    57,085   427,571                                                                                                               
: Changes from:     August 9, 2011                                                                             
:   -8,882    11,859    -1,856     2,872    -3,403    22,482    -2,654    18,812       414     8,964    38,480                                                                                                               
: Percent of Open Interest Represented by Each Category of Trader                                              
:     15.6      38.4      14.0       2.7       7.4      15.7       1.2      11.4       4.2       2.9      21.7                                                                                                               
: Number of Traders in Each Category                                  Total Traders:   898                     
:      270       383        14        15        26       135        24        86       130       144       217 
--------------------------------------------------------------------------------------------------------------
       
Disaggregated Commitments of Traders- Options and Futures Combined Positions as of August 16, 2011            
:                                             Reportable Positions                                             
:------------------------------------------------------------------------------------------------------------- 
: Producer/Merchant :                             :                             :                              
:  Processor/User   :        Swap Dealers         :        Managed Money        :      Other Reportables       
:   Long  :  Short  :   Long  :  Short  :Spreading:   Long  :  Short  :Spreading:   Long  :  Short  :Spreading 
--------------------------------------------------------------------------------------------------------------
OATS - CHI