Corn, Wheat and Soybean Prices Surge Higher on Weather Problems


The grain markets are highly weather dependent. The slightest whisper of a weather change can move grains by large magnitudes. And with crops in Canada and China in danger of freezing, some grains recorded two-year highs.

Western Canada experienced frost last week, damaging the region's crops, including wheat, canola and barley. Similarly, parts of China also experienced freezing weather, threatening some grain crops there. Meanwhile, in Russia, the severe drought, which caused the country to ban wheat exports, is continuing. Russian farmers have planted 39% less winter grains this year, according to Bloomberg.

Monday's grain prices are continuing last week's rally. December corn futures are trading at $5.23 per bushel, up 10. cents (each 1 penny equals $50) as of 9:00 a.m. EDT. November soybeans are at $10.93 per bushel up 20 cents. Wheat is trading at $7.49 per bushel, up 10.4 cents.

Since some grains are used in cattle and hog feed, look for the prices of cattle and hogs to go higher. Pork bellies, which are used to make bacon, have already surged past $1.00 per pound on the futures markets. At retail, the prices are double that and more. Check you local supermarket the next time you buy bacon.

Another factor driving grain prices higher is fund buying. Hedge-fund managers have pushed net long positions to a record, Bloomberg reports. Net longs, which is the difference between longs and shorts, rose 6.2% to 401,684 contracts -- the highest since June 2006, the first year of data collection.

While not always on the front page, it is important to realize that corn is the biggest U.S. crop, valued at $46.8 billion. Soybeans are next valued at $31.8 billion. What happens to the grain markets will be reflected across a wide spectrum of products at the supermarket shelves in the coming months.

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Last updated: September 21, 2010: 02:52 AM

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