corn options weekly recap

corn options weekly recap

goldman roll starts on monday


there is a number on 6/10




weekly changes


july

682 3/4 up 26

oi 539634 down 53354 

vol 39 1/2% up 2 1/2%

call oi 329678 up 10653

put oi 320738 up 2875


aug 

vol 47 1/2% up 3 3/4%

call oi 33374 up 4809

put oi 25415 up 3455


sept 

606 1/2 up 33 1/4

oi 335251 up 9814

vol 45% up 3%

call oi 159231 up 4169

put oi 132464 up 3171


dec 

591 1/2 up 46

oi 554091 up 15743

vol 40 1/4% up 2 1/4%

call oi 458443 up 5597

put oi 312618 up 2750


march

598 up 45 3/4 

122489 up 5190

vol 35% up 1 1/2%

call oi 30163 up 1794

put oi 32995 up 2291


may 

600 3/4 up 45

oi 38988 up 3050

call oi 5726 up 428

put oi 8949 up 252


july22

599 3/4 up 45 1/4

oi 62610 up 4931

call oi 18273 up 1185

put oi 20498 down 32


dec22

506 1/2 up 49 1/4

oi 50054 up 2711

call oi 12322 up 177

put oi 7414 up 114



day by day activity 


5/31 

Memorial Day


6/1


corn 

sold 1000 dec 560/600 call spreads @ 15 1/2 


bought 1000 dec 650 calls paying 40 covered vs 575


bought 1000 sept 700 calls paying 26 to 26 1/8 covered vs 606 1/2 


bought 400 dec 590/680 call spread vs selling the 500 put paying even 


bought 400 dec 580 straddles covered vs 580 3/4 vs selling the march 580 straddle covered vs 585 3/4 collecting 6


bought 2000 dec 500p/650c strangles paying 69 to 69 3/4


bought 1000 dec 500 puts paying 24 5/8 to 25


bought 300 july 690/740 call spreads vs selling the 640 puts paying even 


sold 300 sept 800 calls @ 9 3/4 


sold 100 sept 660 calls @ 31 1/2 


bought 200 july 680 calls paying 27


sold 100 dec 450/500 call spreads @ 35


bought 2000 dec 500p/650c strangles paying 69 to 69 3/8


sold 1000 week 1 660/695 call spreads @ 23 1/4 covered vs 695


bought 500 july 585 puts paying 2 3/4 


bought 250 short sept 700 calls paying 20


bought 2000 dec 500p/700c strangle paying 57 to 59


sold 150 red sept 480/430 put spreads @ 19 1/2 


sold 1000 dec 600/650 call spreads from 15 1/4 to 15 1/8


bought 1200 dec 580/650 call spreads paying 22 3/8 covered vs 575


sold 700 july 660 puts from 15 5/8 down to 15 1/2


sold 100 march 500p/650c strangles @ 73 1/4


bought 900 sept 550 puts covered 606 3/4 vs selling 450 july 650 puts covered 691 1/2 paying 37


bought 600 july 640 puts vs selling 1200 july 610 puts paying 1/2 


sold 200 july 645 puts from 10 3/4 to 10 5/8 


bought 200 short aug 520/480 put spreads paying 10 1/2 


sold 2000 dec 550/570 call spreads @ 8 3/8


sold 500 dec 600/700/800 call flies from 12 to 12 3/4 


bought 1300 dec 550/600/650 call flies paying 4 3/8 to 4 5/8 


bought 2000 sept 750 calls paying 17 to 17 3/8


sold 750 sept 600 straddles from 105 5/8 down to 105 1/4


bought 1000 dec 560 calls paying 73 1/4 


settles 

july 688 3/4 on 145k

sept 602 on 55k

dec 577 on 130k

march 583 1/4 on 15k

may 586 1/2 on 8600

july22 585 3/4 on 7000 

sept22 520 1/4 on 1300

dec22 498 3/4 on 4700


vols


n690^ 57 1/2-58  40.5%

q600^ 84 1/2-85 1/4  46.75%

u600^ 104 1/2-105 1/4  44.75%

z580^ 129 3/4-130 1/2  40.5%

h580^ 137-138  35.25%


6/2


corn

sold 2200 july 750 calls from 6 1/8 to 6 5/8 


bought 500 july 650 puts paying 17


bought 400 week 1 660/640 put spreads paying 3 1/2 


bought 2000 july 700 calls paying 17 to 18


sold 400 short july 570 puts @ 22 1/2 


bought 1000 dec 500 puts paying 26 1/4 covered vs 568 1/2


bought 1000 dec 630/670 call spreads paying 10 1/8 


bought 500 dec 600/660 call spreads paying 17 1/8 


bought 500 aug 650 calls vs selling the july 750 calls paying 15


bought 1000 week 1 680/695 call spreads paying 4 1/2 covered vs 676


bought 100 july dec +120 calls paying 9


bought 500 aug/july 525 put spreads paying 13 


bought 1000 short aug 650/700 call spreads paying 8 1/2 covered vs 574


bought 300 july 600 puts paying 3 1/4


bought 500 red july 550 puts covered vs 589 against selling 500 dec 750 calls covered vs 580 paying 31


bought 1000 july 640 puts paying 8 5/8 to 8 7/8 


bought 200 short july 510 puts paying 4


sold 200 dec 500 put / 780 call strangles @ 40 1/2 


bought 300 dec 820 puts paying 12 1/4


sold 500 short july 575 puts @ 22


bought 750 july 740 calls vs selling the aug 650 calls collecting 13 7/8 


bought 250 short july 630 calls paying 7 5/8 


sold 400 dec 700 calls @ 27 1/4 covered vs 576


bought 300 short july 635 calls paying 6


bought 400 short july 630 calls paying 6 5/8 


sold 400 short aug 530 calls @ 63 5/8 


settles

july 675 on 142k

sept 593 1/4 on 66k

dec 572 3/4 on 108k

march 579 1/4 on 11k

may 582 1/2 on 5600

july22 582 1/4 on 6400

sept22 517 on 1500

dec22 497 on 3100


vols

n675^ 53 1/4-3/4  39%

q595^ 82 1/2-83  46.5%

u595^ 102-1/2  44.25%

z570^ 125 1/4-3/4  39.75%

h580^ 135-136  34.75%



6/3


corn

bought 500 week 2 690/730 call spreads paying 7 5/8 


sold 400 short july 500/560 call spreads @ 46


bought 500 short aug 650/750 call spreads vs selling the july 700/800 call spreads @ even


sold 300 dec 500 calls @ 102 covered vs 578


bought 500 july 655/620 put spreads paying 11 1/2 


bought 500 july 610 puts paying 7 3/4


bought 150 sept 750 calls paying 11 1/4 


bought 1500 july 700 calls paying 9 3/4 to 10 


bought 250 sept 700/800 call spreads paying 11 1/2 


bought 500 dec 360 puts paying 1 1/2 


bought 500 week 1 660/640 put spreads paying 7 3/4 


bought 200 dec 600/650 call spreads paying 16


bought 200 short july 600 calls paying 14 5/8 to 14 3/4


from last night into today a total of 2900 dec 600/730 call spreads sold vs buying the 420 puts collecting 27 5/8 down to 27 1/2 covered vs 579 1/4


bought 300 july 630/690/770 broken call flies paying 17 1/2 


sold 300 week 2 620 puts @ 2 3/8 


bought 300 dec 700/900 call spreads paying 18 1/2 


sold 1000 july 740 calls from 7 down to 6 5/8 




settles

july 662 on 145k

sept 582 1/4 on 69k

dec 566 1/2 on 125k

march 573 1/4 on 12k

may 576 3/4 on 6000

july22 576 on 4700

sept22 516 1/4 on 650

dec22 497 on 1800 



vols

n660^ 49 1/4-3/4  38%

q580^ 77 3/4-78 1/4  45.5%

u580^ 96-1/2  43%

z570^ 122 1/2-123  39%

h570^ 130 1/2-131 1/2  34.25%



6/4


corn


bought 1000 week 2 685 calls paying 16 1/4 to 16 1/2 covered vs 682 1/2


bought 600 dec 600/750 call spreads vs selling the 450 puts paying 18 3/4 


bought 250 dec 250 puts paying 1/4


bought 300 dec 600/540 put spreads paying 34 1/2 


bought 1000 july 760/780 call spreads paying 1 3/4 covered vs 678 1/2


bought 300 short aug 600/700 call spreads vs selling the 500 put paying 15 1/4


bought 200 dec 640 calls paying 43 1/2 


bought 500 july 645 puts paying 11 1/8 


bought 150 short dec 640 calls paying 4 1/2


sold 100 july 650 calls @ 40 


sold 1000 july 685 calls from 21 1/2 down 21 1/4


bought 500 aug 700 calls paying 12 7/8 to 13


bought 400 dec 600/750 call spreads vs selling the 520 puts paying 5 1/8 to 5 1/4


sold 100 dec 1000 calls @ 4 1/4 


sold 100 july sept +80 calls @ 5 1/2 


bought 300 dec 700/900 call spreads paying 21 


sold 500 july700 calls @ 18


bought 1000 dec 650 calls paying 43 to 45 


bought 250 may 600/700 call spreads vs selling the 500 puts paying 9


sold 300 week 2 730 calls @ 3 5/8


bought 200 march 650 calls paying 51 5/8 


sold 1000 july sept +70 puts @ 6


bought 500 sept dec +10 puts paying 9 to 9 3/4 


bought 400 july sept +80 calls paying 9 1/2 


bought 150 dec 670/770 call spreads paying 19 1/2


bought 800 july dec +120 calls paying 5 3/4 




settles

july 682 3/4 on 128k

sept 606 1/2 on 64k

dec 591 1/2 on 108k

march 598 on 10k

may 600 3/4 on 7100

july22 599 3/4 on 6500

sept22 527 on 1500

dec22 506 1/2 on 3100



vols

n685^ 52 1/4-3/4  39.5%

q605^ 84-1/2  47.5%

u605^ 104-1/2  45%

z590^ 130 1/4-3/4  40.25%

h590^ 137-138  35%


commitment of traders

https://www.cftc.gov/dea/options/ag_lof.htm


crop progress

https://downloads.usda.library.cornell.edu/usda-esmis/files/8336h188j/q237jp397/9k4209974/prog2321.pdf


stories of interest 


https://www.agriculture.com/markets/analysis/crops/pit-closures-corn-soybean-market-instability-trader-says


https://www.reuters.com/article/us-cargill-china-grains/china-feed-industry-unlikely-to-become-self-sufficient-cargill-ceo-says-idUSKCN2DG27A

https://www.world-grain.com/articles/15372-drought-drops-brazils-second-corn-crop-to-five-year-low

https://www.wsj.com/articles/renewable-fuel-push-drives-soyoil-prices-to-record-high-11622980800


UN "Worried" As Global Food Prices Soar To Ten Year High


UN "Worried" As Global Food Prices Soar To Ten Year High

"We have very little room for any production shock...start getting worried..."


Peter Schiff: Americans Are Worried About Inflation


Peter Schiff: Americans Are Worried About Inflation

"Well, because they’re worried about it! If it was transitory, would they care? They care because it doesn’t see...



https://www.reuters.com/article/argentina-beef-exports/argentine-beef-producers-say-talks-with-government-to-intensify-over-export-halt-idUSL2N2NL0P3


https://www.reuters.com/world/china/world-food-price-index-surges-may-highest-level-since-2011-fao-2021-06-03/


https://www.wsj.com/articles/concerns-over-meat-supply-ebb-as-jbs-plants-reopen-after-cyberattack-11622718004?mod=searchresults_pos1&page=1


https://www.reuters.com/article/us-brazil-drought/brazils-worst-drought-in-almost-a-century-to-impact-river-navigation-minister-idUSKCN2DE2MB

https://www.reuters.com/world/us/russia-linked-hacking-group-is-behind-cyberattack-against-jbs-bloomberg-news-2021-06-02/

https://www.reuters.com/world/americas/china-seeks-milk-milk-market-doesnt-have-enough-cows-2021-06-02/

https://farmdocdaily.illinois.edu/2021/06/the-weather-risk-premium-in-new-crop-corn-futures-prices.html


https://www.agweb.com/news/crops/planting/95-corn-planted-and-crop-conditions-are-better-start-2020

https://www.agweb.com/news/crops/corn/brazils-second-corn-crop-estimate-cut-again-yields-hit-5-year-low

Tyson Foods CEO resigns due to personal reasons after just eight months in the job


Tyson Foods CEO resigns due to personal reasons after just eight months ...

Tyson Foods said CEO Dean Banks would step down due to personal reasons, turning the helm over to the company's ...


Stocks Suddenly Puke As VIX Rebounds From Mini-Flash-Crash


Stocks Suddenly Puke As VIX Rebounds From Mini-Flash-Crash

...the most liquid stock market in the world?



Cargill Backs Cow Masks to Trap Methane Burps


Cargill Backs Cow Masks to Trap Methane Burps

(Bloomberg) -- Agriculture giant Cargill Inc. will start selling methane-absorbing wearable devices for cows, pu...



Employment Miss Likely To Keep Fed Patient, And Support The Cyclical Trade


Employment Miss Likely To Keep Fed Patient, And Support The Cyclical Trade

If Fed tapering won’t begin until 2022 and the first rate hike won’t take place until the back half of 2023, the...


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