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Funds move to large net long position in canola

First net long since 2023

Speculative fund traders moved to a net long position in canola for the first time in one-and-a-half years, as they covered short positions and put on fresh bullish bets in early February, according to the latest Commitments of Traders report from the United States Commodity Futures Trading Commission (CFTC).




To wage tariff uncertainty, sell regularly

To wage tariff uncertainty, sell regularly

Selling in regular increments throughout the production year will achieve a higher overall price

Tariffs alternate trade flows and are inflationary by nature for the country implementing the tariffs. The long-term consequences of Trump’s proposed tariffs and retaliatory responses are difficult to forecast. This reinforces the strategy for selling regular increments of production throughout the crop year to achieve a higher overall average price.







File photo of a durum wheat field in Idaho. (Craig Morris photo courtesy ARS/USDA)

U.S. wheat, world grain stocks tighten: USDA

Less supply by end of marketing year

Projected world grain stocks, as well as those for United States wheat, are set to tighten according to the U.S. Department of Agriculture's monthly supply/demand report released on Feb. 11, 2025.