TOP HEADLINES
USDA confirms domestic flock infected with bird flu in Hawaii
The United States Department of Agriculture confirmed the presence of bird flu in Hawaii on Monday, the first case of the virus in a domestic flock in the state since the current outbreak began in 2022.
The USDA said samples from the flock were tested at the Hawaii State Laboratories Division, part of the National Animal Health Laboratory Network, and confirmed at the agency’s National Veterinary Services Laboratories in Ames, Iowa.
According to the Centers for Disease Control and Prevention, the virus has infected more than 100 million poultry flocks and spread to more than 10,000 wild birds and more than 500 dairy herds in the U.S.
However, the health authority has said that the public health risk associated with these bird flu detections in birds remains low.
The Hawaii Department of Health had first confirmed the case on Friday, adding that the virus detected in the state matches the strain that has infected dairy cows and domestic poultry on the U.S. mainland.
The health department had said that the current risk of transmission to Hawaii residents is low, adding that people should avoid direct contact with sick or dead birds, livestock, or wild animals.
FUTURES & WEATHER
Wheat prices overnight are up 4 3/4 in SRW, up 4 1/4 in HRW, up 3 1/2 in HRS; Corn is up 1 1/2; Soybeans down 2 1/2; Soymeal up $1.10; Soyoil down 0.06.
For the week so far wheat prices are up 16 1/2 in SRW, up 19 in HRW, up 16 1/2 in HRS; Corn is up 6; Soybeans up 8 3/4; Soymeal up $2.40; Soyoil up 0.06.
For the month to date wheat prices are down 19 3/4 in SRW, down 11 3/4 in HRW, down 20 1/2 in HRS; Corn is up 15 1/4; Soybeans up 12 3/4; Soymeal down $8.10; Soyoil up 0.48.
Year-To-Date nearby futures are down 12.1% in SRW, down 12.9% in HRW, down 18.6% in HRS; Corn is down 8.6%; Soybeans down 22.1%; Soymeal down 24.5%; Soyoil down 5.1%.
Chinese Ag futures (JAN 25) Soybeans up 24 yuan; Soymeal up 8; Soyoil down 40; Palm oil down 116; Corn up 5 — Malaysian Palm is up 31.
Malaysian palm oil prices overnight were up 31 ringgit (+0.63%) at 4958.
Chinese Ag futures (JAN 25) Soybeans up 24 yuan; Soymeal up 8; Soyoil down 40; Palm oil down 116; Corn up 5 — Malaysian Palm is up 31.
Malaysian palm oil prices overnight were up 31 ringgit (+0.63%) at 4958.
Brazil: Rio Grande do Sul and Parana: Scattered showers through Thursday. Isolated shower Friday. Temperatures near to above normal Tuesday-Friday. Mato Grosso, MGDS and southern Goias: Scattered showers through Friday. Temperatures near to above normal through Friday.
Argentina: Cordoba, Santa Fe, Northern Buenos Aires: Isolated showers Tuesday-Wednesday. Mostly dry Thursday-Friday. Temperatures below normal Tuesday, near normal Wednesday-Thursday, near to above normal Friday. La Pampa, Southern Buenos Aires: Isolated showers Tuesday-Wednesday. Mostly dry Thursday-Friday. Temperatures below normal Tuesday, near normal Wednesday-Thursday, near to above normal Friday.
Central/Southern Plains: Isolated showers Tuesday. Mostly dry Wednesday-Friday. Temperatures below normal west and above normal east Tuesday, near to below normal Wednesday-Friday. Outlook: Mostly dry Saturday-Sunday. Isolated to scattered showers Monday-Wednesday. Temperatures near to above normal Saturday, above normal Sunday-Monday, near to above normal Tuesday-Wednesday.
Midwest: West: Isolated to scattered showers through Wednesday. Mostly dry Thursday-Friday. Temperatures above to well above normal Tuesday, falling Wednesday, near normal Thursday-Friday. East: Isolated to scattered showers through Friday. Temperatures above to well above normal Tuesday, falling Wednesday, near normal Thursday-Friday. Outlook: Mostly dry Saturday. Isolated to scattered showers Sunday-Wednesday. Temperatures near normal Saturday, above normal Sunday-Tuesday, near to above normal Wednesday.
The player sheet for Nov. 18 had funds: net buyers of 6,000 contracts of SRW wheat, buyers of 9,500 corn, buyers of 6,500 soybeans, buyers of 2,000 soymeal, and buyers of 1,000 soyoil.
TENDERS
- SOYBEAN, MEAL, OIL SALES: The U.S. Department of Agriculture confirmed private sales of 261,264 metric tons of U.S. soybeans to Mexico, 30,000 tons of soyoil to India and 135,000 tons of soymeal to Philippines. All were for 2024/25 marketing year shipment.
- DURUM TENDER: Algeria’s state grains agency OAIC issued an international tender to purchase a nominal 50,000 metric tons of durum wheat
- BARLEY TENDER: Iranian state-owned animal feed importer SLAL issued an international tender to purchase at least 120,000 metric tons of animal feed barley
- RICE TENDER: South Korea’s state-backed Agro-Fisheries & Food Trade Corp issued an international tender to purchase an estimated 40,000 metric tons of rice to be sourced from the United States.
- RICE TENDER: Bangladesh’s state grains buyer issued another international tender to purchase 50,000 metric tons of rice.
- RICE TENDER UPDATE: The lowest price offered in the tender from Bangladesh’s state grains buyer to purchase 50,000 metric tons of rice that closed on Monday was assessed at $471.60 a metric ton CIF liner out.
PENDING TENDERS
- WHEAT TENDER: Jordan’s state grain buyer issued an international tender to buy up to 120,000 metric tons of milling wheat which can be sourced from optional origins.
- BARLEY TENDER: Jordan’s state grains buyer issued an international tender to purchase up to 120,000 metric tons of animal feed barley.
- WHEAT TENDER: Bangladesh’s state grains buyer issued an international tender to purchase 50,000 tons of milling wheat.
TODAY
US Inspected 821k Tons of Corn for Export, 2.165m of Soybeans
In week ending Nov. 14, according to the USDA’s weekly inspections report.
- Wheat: 196k tons vs 353k the previous wk, 378k a yr ago
- Soybeans: 2,165k tons vs 2,363k the previous wk, 1,632k a yr ago
- Corn: 821k tons vs 797k the previous wk, 601k a yr ago
US Corn, Soybean, Wheat Inspections by Country: Nov. 14
Following is a summary of USDA inspections for week ending Nov. 14 of corn, soybeans and wheat for export, from the Grain Inspection, Packers and Stockyards Administration, known as GIPSA.
- Soybeans for China-bound shipments made up 1.39m tons of the 2.17m total inspected
- Mexico was the top destination for corn inspections, and also led in wheat
Brazil 2024/25 Soy Planting at 80% as of Nov. 14: AgRural
Compares with 67% a week earlier and 68% a year ago, according to an emailed report from consulting firm AgRural.
Summer corn planting is 86% complete in Center-South region, compared with 72% a week earlier and 80% a year before
Canada 2024 Wheat Crop to Reach 34.3m Tons: Cereals Canada
Production volumes were 4% higher than last year and 8% higher than the five-year average, according to Cereals Canada.
- Canada produced a high-quality wheat crop with above-average volumes and yields, said the nonprofit that represents the Canadian cereal grains value chain
- Exports of high-quality wheat expected to reach 25.4 million tons this year
- “This will make Canada the world’s third largest exporter of wheat, and the top exporter of high quality, high protein wheat, for the second year in a row,” said Dean Dias, chief executive officer at Cereals Canada
Ukraine’s Jan-Oct grain exports via Romania’s Constanta down 52%
Ukraine’s grain exports through the Romanian Black Sea port of Constanta in the first 10 months were down by 52% from a year earlier to 5.66 million metric tons, the port authority said, as Kyiv relies on its own ports despite Russian attacks on shipping and infrastructure.
Constanta remains Ukraine’s main alternative route for grain since Russia’s full-scale invasion, with grain arriving by road, rail and barge on the Danube river.
Port data, which does not include volumes handled through smaller Romanian ports and direct exports by rail and road, showed that roughly 490,000 tons of Ukrainian grain left port in October.
Romania is one of the EU’s biggest grain exporters and the port of Constanta also handles grain flows from landlocked neighbours including Serbia, Hungary and Moldova.
But the drop in Ukrainian grain flows means overall grain exports through Constanta were down by a fifth from a year earlier at 23.5 million tons in the first 10 months.
Kyiv has managed to boost grain exports through its own ports by creating a shipping corridor that hugs the western Black Sea coast near Romania and Bulgaria after Russia withdrew from a U.N.-backed export initiative last year.
Ukraine’s agriculture ministry said earlier this month that it expects a 2024 grain harvest of about 54 million tons and a total crop, including oilseeds, of 77 million tons.
Ukraine 2025 wheat crop seen rising on larger sowing area, minister says
- Ukraine sees higher wheat crop in 2025
- Ukraine sowing area fell due to Russian invasion
- Farmers may switch to corn from soy in 2025
Ukraine’s wheat harvest may increase to up to 25 million metric tons next year from an expected 22 million tons this year thanks to a larger sowing area, the first deputy agriculture minister Taras Vysotskiy told Reuters in an interview.
In the first official forecast for next year’s harvest, Vysotskiy said the sowing area could reach 5 million hectares in 2025 versus 4.6 million in 2024.
Ukraine, a global major grain grower and exporter, used to sow six million hectares of winter wheat before the Russian invasion in 2022 but reduced the area sharply after large areas have either been occupied or mined.
Ukraine harvested 22 million tons of wheat in 2024 versus average harvests of 25-28 million tons before the war.
“If we take into account the average yield, we would have at least 22 million tons (of wheat), but if the weather is positive, it could be 25 million tons,” Vysotskiy said.
“The area has grown – half a million hectares is significant. In fact, it will be up to 5 million hectares,” he added.
Winter wheat generally accounts for 95% of overall Ukrainian wheat output each year.
Vysotskiy said most of the sowing area had emerged so far, but the harvest would depend on the weather in winter and spring.
A record drought this summer and autumn led many farmers to sow grain in dry soil in the hope that autumn rains and a mild winter would allow seeds to germinate and produce a good crop.
The Ukrainian national agricultural academy said that weather in October, as well as September, was unfavourable for development of winter crops, most of which lack moisture.
State weather forecasters last month said that most of Ukraine’s winter crop was under threat, with almost all seedlings underdeveloped.
“On all territories wheat has grown, germination is more than 90%. The question is what will happen next. As of today, there is no apocalyptic scenario,” Vysotskiy said.
Brazil minister touts farm deals with China expected later this week
Brazil’s Agriculture Minister Carlos Favaro said on Monday that the Brazilian government will announce farm agreements with its biggest trade partner China on Wednesday, ahead of scheduled meetings with Chinese President Xi Jinping.
Xi, who is in the country for the G-20 summit in Rio de Janeiro, is set to hold meetings with Brazil’s President Luiz Inacio Lula da Silva on Wednesday in the capital Brasilia.
The minister noted that the export deals expected to be announced with China will potentially cover fruit, beef and pork, as well as mentioning an updated list of Brazilian meatpackers that could be approved to export to the Asian giant.
Malaysia’s Crude Palm Oil Export Tax Will Be at 10% in December
The gazetted price for crude palm oil has been set at 4,471.39 ringgit a ton, which incurs the maximum export tax of 10%, according to a circular from the customs department posted on the Malaysian Palm Oil Board’s website.
- NOTE: Export duty structure starts at 3% when FOB prices for CPO are in the 2,250-2,400 ringgit per ton range
- Maximum tax rate is 10% when prices are above 4,050 ringgit per ton
US CDC Confirms Avian Influenza A(H5) Virus Infections In 52 People In US, Since April
- US CDC: SINCE APRIL CONFIRMED AVIAN INFLUENZA A(H5) VIRUS INFECTIONS IN 52 PEOPLE IN US – WEBSITE
- US CDC: AWARE OF HUMAN CASE OF H5N1 BIRD FLU REPORTED IN CANADA & IS IN COMMUNICATION WITH PUBLIC HEALTH AGENCY OF CANADA
- US CDC: TO DATE, CDC HAS CONFIRMED 11 HUMAN CASES OF H5 BIRD FLU IN POULTRY FARM WORKERS IN WASHINGTON
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