SEPRA Market Report - 10th May 2013 SEPRA Market Report - 10th May 2013 Chesterton Humberts Landplan In my introduction to the last edition of Landplan, I wrote about the impact of the disastrous 2012 harvest and the effects that the wet summer had had on the industry following two years of previously good results. Sadly, since that time the position has only got worse. SEPRA Market Report for 26th April 2013 SEPRA Market Report for 26th April 2013 Rabo on Renewables Q2: Strong signals of support continue, but EU 2020 target unlikely to be met The continued slow pace of new investments in renewable energy around the world seen in Q1 this year, masks some strong signals of support according to the quarterly report from Rabobank. In the US, the role shale gas production will play in the energy mix may dominate the agenda of the new administration, but there remains a clear commitment to renewable projects. China also looks set to expand its renewable energy base, with solar PV and wind both expected to continue growing strongly through to 2015 and beyond. In contrast, the overall outlook for renewables in Europe is less positive. Progress is lagging the targets of many EU Member States, and it now looks unlikely that the EU 2020 target for 20 percent renewables will be achieved.   SEPRA Market Report - 26/04/2013 Prices / not good news ,after 14 months we have had to reduce the SEPRA prices, it is not over supply of home produced eggs, it is simply lack of demand, and it is liable to get worse, May is always a poor month demand wise, ( the change of eating habits from winter to summer) plus there will be new Free Range flocks coming into production, price wise Medium appear to be the weakest and we have heard of English produced on offer at 48p and 46p which is suicidal with the current cost of production. Commitment of Traders Report - 30th April 2013 The S&P Agri Index fell 2.1% as speculator selling countered industry and index fund buying; For US markets non-commercials increased their net short position by 20,680 contracts to 157,023 while Index traders and commercials increased their net long position by 5,605 contracts and 7,153 contracts respectively. Schmallenberg virus – updated testing results This table includes additional serology results provided by laboratories at Liverpool University and Scotland’s Rural College. Although results from Scotland are listed by county, all cases outside of Dumfries and Galloway relate to animals introduced into Scotland from English counties where Schmallenberg virus has been reported. Rabobank Commitment of Traders Report The S&P Agri Index rose 0.2% as managed money’s net long position in agri commodities rose by 45,993 contracts to 105,576 contracts. CME Feeder Cattle prices fell 3.1% as managed money increased its net short position 1,466 contracts to 2,219 contracts CBOT Corn rose 2.1% as Producer/Merchant/Processor/End Users reduced their net short position by 4,796 contracts to 269,400 contracts.  Managed money also increased its net long position from 50,977 contracts to 52,388 contracts. Ice Cocoa prices rose prices rose 3.7% as managed money increased its net long position 8,063 contracts to a three-month high of  21,128 contracts. Producer/Merchant/Processor/End Users also increased their net short position 8,562 contracts to 36,651 contracts. Liffe Sugar prices rose 2.9% despite an increase in managed money’s net short position by 1,549 contracts to 2,490 contracts. Commitment of Traders Report - 16th April 2013 The S&P Agri Index rose 0.9% despite managed money’s net long position in agri commodities falling to the lowest level on record. It was reduced 41,607 contracts to 59,583 contracts. ICE Cotton prices dropped 4.1% as managed money reduced its net long position 11,067 contracts to a 6-week low of 57,117 contracts. Milk production figures released – March The Rural Payments Agency (RPA) has received details from milk purchasers of the amount of milk which was produced for delivery in March 2013.   The United Kingdom wholesale milk deliveries totaled 1,107.5 million litres in March bringing the cumulative total for the year to 13,046 million litres.   The wholesale delivery figures have not been adjusted for butterfat content and all figures are provisional. RPA relies on individual purchasers to provide the data, which is supplied ‘subject to confirmation’ and may be amended. One purchaser failed to submit a return.