11/30/2016

Drones, satellite innovations put ag markets 'on brink of' data revolution

Wed 30th November 2016
Drones, satellite innovations put ag markets 'on brink of' data revolution

Agriculture markets are, thanks to innovations such as drones, "on the brink" of an information revolution which could help fill the information gap notable in regions such as the Black Sea, and markets such as coffee.

Olivier Raevel, head of commodities at exchange operator Euronext, told the AgriRisk Forum that developments in satellite technology were already transforming the availability of data for energy investors.

Such information can, for example, give an indication of oil inventories allowing investors buying it to position ahead of benchmark monthly reports from the International Energy Agency.

www.agrimoney.com
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http://www.agrimoney.com/news/drones-satellite-innovations-put-ag-markets-on-brink-of-data-revolution---10214.html
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11/29/2016

Evening round-up

Tues 29th November 2016
Evening round-up
Funds tire of soybean futures amid commodity sell-off
Fears that Opec negotiations are stalling triggers a rash of profit taking in commodities, ending a seven-session bull run
http://www.agrimoney.com/marketreport/funds-tire-of-soybean-futures-amid-commodity-sell-off--3865.html

Hedge funds favour grains to soft commodities - but will it last?
Hedge funds turn more bearish on softs - except cotton - while swinging bullish grains. But has this left the likes of corn vulnerable to selling?
http://www.agrimoney.com/news/hedge-funds-favour-grains-to-soft-commodities---but-will-it-last--10211.html

EU wheat exports to bounce next season, says Strategie Grains
Recovering production within the bloc, and lower competition from the Black Sea and the US, will support exports, the analysis group says
http://www.agrimoney.com/news/eu-wheat-exports-to-bounce-next-season-says-strategie-grains--10210.html

On-farm storage reduces harvest pressure in Black Sea
Increased Asian demand, and higher farm storage, disrupted the seasonal decline of Russian wheat prices this season, but those trends could unwind
http://www.agrimoney.com/news/on-farm-storage-reduces-harvest-pressure-in-black-sea--10212.html

Chinese demand for extra feed to grow, on rising GDP
As Chinese GDP grows, there will be an increase in protein consumption amongst the population, which will be met by imports
http://www.agrimoney.com/news/chinese-demand-for-extra-feed-to-grow-on-rising-gdp--10209.html

EU wheat output to revive, a bit, in 2017 - in line with future trend
Strategie Grains, in its first estimates for EU soft wheat output next year, tells the AgriRisk Forum volumes will recover, but not to 2015 levels
http://www.agrimoney.com/news/eu-wheat-output-to-revive-a-bit-in-2017---in-line-with-future-trend--10208.html

Mounting hedge fund interest 'to boost ag market volatility' ahead
Speculators, "susceptible to popular delusion", are to increase ag price swings, Commerzbank's Eugen Weinberg tells the AgriRisk Forum
http://www.agrimoney.com/news/mounting-hedge-fund-interest-to-boost-ag-market-volatility-ahead--10207.html

www.agrimoney.com
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Hedge funds favour grains to soft commodities - but will it last?

Tues 29th November 2016
Hedge funds favour grains to soft commodities - but will it last?

Hedge funds, despite lifting bullish bets on cotton to a three-year, favoured grains to soft commodities – so much so that many investors saw scope for fresh selling in the likes of corn.

Managed money, a proxy for speculators, lifted its net long position in futures and options in the top 13 US-traded agricultural commodities, from corn to sugar, by 55,896 contracts in the week to last Tuesday, analysis of data from the Commodity Futures Trading Commission regulator shows.

The rise in the net long - the extent to which long bets, which profit when values rise, exceed short holdings, which benefit when prices fall – reflected improved sentiment towards grains and livestock contracts.

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http://www.agrimoney.com/news/hedge-funds-favour-grains-to-soft-commodities---but-will-it-last--10211.html
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Mounting hedge fund interest to boost ag market volatility ahead

Tues 29th November 2016
Mounting hedge fund interest to boost ag market volatility ahead

Volatility lies ahead for agricultural commodity markets thanks to the growing influence of speculators -  with the prospect of a stronger dollar and weaker oil also fuelling price moves, Commerzbank said.

One impact of the recovering inflation expectations, which are spurring ideas for US interest rate rises ahead, will be to increase the appeal to speculators of commodities, which might see their own values rise.

"Managed money will be looking for yield," seeking to boost returns and keep ahead inflation, Eugen Weinberg, head of communications at Commerzbank, told Agrimoney.com's AgriRisk Forum in London.

www.agrimoney.com
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http://www.agrimoney.com/news/mounting-hedge-fund-interest-to-boost-ag-market-volatility-ahead--10207.html
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RUS2K, just run as far as you can


CFTC Copper speculative net positions @46.3K



$WTIC:SPY

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SPY:TLT

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CFTC Copper speculative net positions

CFTC Copper speculative net positions

 

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Waiting for bounce $TLT

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Copper $HG_F16

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Is it allready shorting time? $SPY

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11/22/2016

Billionaire trader says “half the U.S. energy industry will be bankrupt in 6 months”

The End of Big Oil Is Here... 

 

Billionaire trader says "half the U.S. energy
industry will be bankrupt in 6 months"



Dear Reader,

At this moment, oil is caught in an absolute death spiral.

And a handful of billionaires are quietly dumping oil stocks at an alarming clip...

This mass exodus comes alongside oil's fall to an 11-year low, dipping below $35 per barrel for the first time since 2004, even lower than the 2008 financial crisis.

This situation is so severe that legendary billionaire energy investor John Arnold says "half the U.S. energy industry will be bankrupt in 6 months."

Warren Buffett dumped his entire Exxon position worth over $3.8 billion.

Bill Gates unloaded nearly $1 billion worth of oil stocks.

And George Soros couldn't get out of oil fast enough, selling off multiple positions...

Pundits would have you believe a temporary "global supply glut" is to blame.

They couldn't be more wrong...

The real reason is much more ominous and could push oil as low as $10 per barrel, completely decimating Big Oil and sending the broader markets into a full-blown collapse.

You see, a shocking discovery outside Bern, Switzerland has unlocked a massive supply of free fuel.
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Enough fuel, in fact, to power the entire world for 36,000 years.

This fuel is so cheap, so easy to access, and so abundant that Fortune 500 companies - including Google, Apple, and Facebook - are investing billions to move into this technology.

At the same time, nearly every major energy player on the planet is shunning oil in favor of this new fuel. In fact, the U.S. Department of Defense just invested $7 billion in a single day.

And Saudi Arabia's oil minister, Ali Al-Naimi, says the country is investing $109 billion to bring this new fuel on line and could stop using oil entirely.

Please understand: This is NOT a temporary condition. It is the beginning of the end for Big Oil.

A member of the United States intelligence community, recognized for his work with Presidential citations from Presidents Nixon and Reagan, has stepped forward to reveal exactly how this "universal fuel" will enable America to declare complete energy independence for the first time in 40 years.

I suggest you review his complete analysis today...
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To Your Success,

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Mike Ward
Publisher, Money Morning

 

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