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Home Uncategorized

Crop Updates: Addendum To 01-16-2020 Weather Impacts On Economic Activity

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9월 6, 2021
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Written by Sig Silber

On Friday night January 16, 2020, we filed our regular weekly report but it was too long to include recent information on crop progress so we decided to submit an Addendum to our weekly report with that information. For many summer crops it is probably the final report. We are also providing a short summary of Part I of the NOAA Seasonal Outlook update that we reported on Friday night as well as the updated 28-day forecast.

New Crop Forecasts

 


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Directory

Readers can scan through this article or jump to where they want to go via the links to the right.

Directory links are under construction. Check back for completion.

  • Special Topics for this Week
  • Intermediate-Term Weather Forecast.
  • Current Drought Conditions
  • Drought Forecasts
  • Floods
  • Wildfires
  • Crop Progress
  • International
  • Major Sources of Information
  • Background Information

We did not provide the Crop Report on Thursday as it would have made the article too long so here it is now.

Slide 1

So we have a lot of ground to cover

Slide 4

I did not know what was included in “principal crops” but we planted less acres of them in 2019. So I had to look that up.
Here is the NASS list of Principal Crops: corn, all wheat, winter wheat, durum wheat, other spring wheat, oats, barley, flaxseed, cotton, rice, all sorghum, sweet potatoes, dry edible beans, soybeans, sunflower, peanuts, sugarbeets, canola, and proso millet.

Slide 5

If you plant less you harvest less. Some crops fail and some are utilized without being harvested.

Slide 6

This shows the year to year changes and there are a lot more states with a decline than an increase. It looks like a weather issue not trade-related.

Slide 7

This is important. Now whether those acres every get harvested remains to be seen but there is for corn a lot of potential acres yet to be harvested.

Slide 8

Here the focus is corn and looking at the change from the previous season the problem was yield. There is a lot of corn in stock.

Slide 9

The yield has been rising but 201 9 was a bad year.

Slide 10

This shows for corn where the yield went up or down.

Slide 11

This is the history of the NASS forecasts versus industry forecasts. I do not have the basis for estimating why the NASS forecast has been consistently more optimistic. Are the industry forecasts designed to lobby for benefits or are they more realistic? I just do not know.

Slide 12

Here is another chart I do not fully understand. But you can see that each year there is a certain supply and what is considered stocks starts high in December and then declines as the stocks are disposed of. The 2011-2012 season was very bad and this one is not so hot but not too bad. Some corn is never harvested but consumed in the fields by animals mostly pigs being raised as a meat crop. Some corn is sold locally and to supermarkets. So as of the time this estimated was made we had 11.4 bushels of corn in stock. That is less than recently but not a paltry number.

Slide 13

This is the comparison of the NASS Estimates versus industry estimates. It is hard to reconcile the differences between harvest and stocks relative to the two sets of forecasts just looking at this graphic and the prior graphics but I am guessing that NASS was more optimistic that a trade deal would get done. But this is just a guess.

Slide 14, 2019

This is quoting some report. Here is a link to it. If I get bored I will look up “measured disappearance”.

Slide 15

We move on to soybeans. We planted less and the yields were less so the production was less and the stocks are less.

Slide 16

A positive trend but a bad year.

Slide 17

An interesting tripole divide re yield changes

Sllide 18

Again the history of NASS versus industry forecasts. NASS seems to be pretty consistent

Slide 19

Similar to the corn stocks analysis.

Slide 20

Right in the middle. Again like for corn there is the analysis on harvest and a separate analysis on stocks.

Slide 21

Switching to cotton. The acres planted were less but the acres harvested were a lot more but he yield per acre was less. The net result was 10% more cotton.

Slide 22

Same theme. A rising yield trend but 2019 was below trend.

Slide 23

There is a pattern here but it is hard to figure it out.

Slide 24

Planted less, produced less and stocks are less. No surprise here.

Slide 25

Similar story for rice. Planted less, yield declined a bit and production a lot and stocks dropped.

Slide 26

I am not sure why they focus on “Rough Rice” but I gather that is mostly what we grow in the U.S. This year was not as good as last year.

Slide 27

This is something we buy and the prices here in New Mexico are outrageous. And yet the supply is up but not so much around here. The Southwestern Drought was good for hay farmers in Eastern Colorado

Slide 46 miss originally

 

Slide 28

An odd grouping. Millet did well. I wonder why.

Slide 31

I am just guessing but poor planting conditions may have caused a switch to rapeseed. Sunflowers had harvest problems in the Dakotas.

Slide 32

I guess we imported more sugar this year.

Slide 33

Legumes were a disaster mostly.

Slide 34

Another interesting grouping

Slide 36

Wheat and oats did not do well

Slide 37

We seem to be in good shape with wheat

Slide 47 originally missed

Another comparison of NASS survey results and the estimates of other industry sources.

Slide 38

When we have here is just the planting of the new crop

Slide 40

It is a downward trend? I wonder why? Concerns about gluten?

Slide 41

There was not a big decrease this year compared to prior years but you can see where the gains and losses were. There is definitely a geographical pattern here. Montana and Texas were where the major changes took place.

Slide 42

Another of these comparisons of the NASS survey results versus other industry estimates.

Slide 43

This is the Citrus Report, If you look at the units you see that oranges are the big crop and it did ok. Grapefruit did well and Tangerines & Mandarines and Lemons did not.

Citrus Report

I think this is the text discussion of the above. It provides more detail.

Slide 44

Not all of the above will be in the form of Executive Briefings with graphics but I can provide the links at a minimum. I will be very interested in the pricing report.

For those who missed Part I of the NOAA Seasonal Outlook which can be accessed here. Below is a convenient summary of the Early Outlook for February and the Three-Month forecast.

February plus February March April issued on January 16, 2020

And shifting to the Alaska and CONUS Intermediate-Term Weather Forecast which updates every day,

First Temperature
https://www.wpc.ncep.noaa.gov/medr/DAY3_MAX_filled.gif

6 - 10 Day Forecast Temperature

8 - 14 Day Temperature

3 - 4 Week Temperature

Re Temperature, there is a lot of change over the next 14 days. As we enter February it looks like a west/east divide with EC in between
One might expect this to improve natural gas prices in early February. But geopolitics may be dominating natural resource economics right now. There may be an opportunity for farmers to achieve some percent of the late harvests.

And then Precipitation

Five day QPF

6 - 10 Day Forecast Precipitation

8 - 14 Day Precipitation

3 - 4 Week Precipitation

The near-term precipitation pattern is wet. But as we enter February it is forecast to be a lot less wet.

Here is the NOAA discussion released with the Week 3 – 4 Update. It is not the best news for agriculture.

The Madden-Julian Oscillation is currently active and strong with convection progressing eastward recently from the Maritime Continent into the Western Pacific Ocean. Model forecasts predict continued MJO activity and eastward progression over the next couple weeks and greater uncertainty in the MJO state thereafter. This MJO is occurring with background ENSO-neutral conditions, although the atmospheric and oceanic conditions are on the warm side of ENSO-neutral. These climate conditions, as well as decadal timescale temperature trends, impact the current Week 3-4 temperature and precipitation outlooks.

While dynamical model forecasts show considerable uncertainty in the temperature and precipitation pattern for Week 2, the impact of MJO and the background climate state appear to influence the forecast pattern for the Week 3-4 period over North America, leading to considerable agreement among model forecasts. The Week 3-4 temperature and precipitation outlooks rely primarily on dynamical model forecasts from the NCEP CFS, ECMWF and JMA operational ensemble prediction systems, as well as the Subseasonal Prediction Experiment (SubX) multi-model ensemble (MME) consensus, a combination of 7 operational and experimental subseasonal ensemble prediction systems. A statistical forecast, using the current MJO and ENSO indices as predictors in a multivariate linear regression (MLR) to temperature and precipitation for the week 3-4 period, combined with decadal trends, was also consulted to assess the impact of the current climate state.

Dynamical models forecasts from the ECMWF, CFS and JMA ensembles, as well as SubX model forecasts, appear to be considerably influenced by the active MJO. Ensemble mean forecasts from the ECMWF, CFS and JMA operational models, and the SubX MME predict above average 500-hPa heights over the west coast of North America and Alaska and below average 500-hPa heights over eastern North America during the Week 3-4 period. The CFS and the SubX MME predict a deeper trough over the eastern CONUS in Week 3-4 compared to the ECMWF ensemble mean. The ECMWF ensemble also predicts a substantially stronger ridge over the Northeast CONUS than other model forecasts for the Week 2 period, and persists this circulation pattern into the beginning of Week 3.

The Week 3-4 temperature outlook reflects the consensus of the dynamical model forecasts and is consistent with the MLR statistical forecast based on MJO and ENSO, and decadal trends. Above normal temperatures are likely over Alaska and the western CONUS, from the Pacific Coast into western areas of the Great Plains states, extending from the Four Corners region to the Dakotas. Probabilities for above normal temperatures exceed 60 percent for the southern coast of Alaska and the Pacific Coast of the CONUS, consistent with the predicted impact of MJO related convective activity over the western Pacific. Probabilities of above normal temperatures also exceed 60 percent for Northwest Alaska, where decadal temperature trends are significantly positive. Below normal temperatures are likely for the eastern CONUS from the Southern and Central Plains and Great Lakes region to the Atlantic Coast. Equal chances of above and below normal temperatures are indicated for the southern Florida Peninsula, where models disagree on the forecast. Probabilities for below normal temperatures exceed 60 percent for eastern areas of the Southern Plains into the Central and Lower Mississippi Valley, where temperatures are likely to be below normal from Week 2 into the Week 3-4 period, and the ECMWF Week 3-4 forecast indicates the greatest chance of below normal.

The Week 3-4 precipitation outlook is based primarily on probability forecasts from the combined ECMWF, CFS and JMA ensemble prediction systems, as well as the SubX MME, and with some consideration of the influence of the currently active MJO. Model forecasts for the Week 3-4 period are consistent in predicting below median precipitation along the Pacific Coast of the CONUS, under a predicted ridge. Above median precipitation appears more likely to the east of the Northern and Central Rockies into the Northern Plains, where there is potential for the development of storm systems. While dynamical model precipitation forecasts are inconsistent on the outlook for Alaska, the ECMWF ensemble and the MLR of MJO impacts indicate above median precipitation is likely for the west coast of the state. Most model forecasts indicate below normal precipitation is most likely behind the predicted trough over the Eastern CONUS, from the Southern Plains northeastward across the Central Mississippi Valley into the Greats Lakes and Northeast regions. While the blend of operational ensemble model forecasts and the SubX MME consensus both predict likely below median precipitation for a large area of the Southern and Central Plains and the western Great Lakes region, equal chances of above and below median is indicated in the Week 3-4 outlook where there is greater disagreement among the model forecasts. Above median precipitation is likely from the eastern Gulf Coast region across the Southeast to the southern Atlantic Coast, as predicted by nearly all ensemble prediction systems.

Sea surface temperatures remain above average in the vicinity of Hawaii, and both operational and SubX models support above normal temperatures for the Week 3-4 period. Equal chances of above and below median precipitation is indicated for Hawaii due to poor model forecast agreement, with above median precipitation more likely to the north of the islands and below median precipitation more likely to the south.

Although the weather graphics in this article auto-update, we recommend that those interested in tracking the weather refer to our LIVE ALL WEEK article where we update the text forecasts twice a day usually fairly close to when the NWS has done their update. One can find the latest version of this by consulting the Directory of Sig Silber weather articles and then clicking on the version of LIVE ALL WEEK which is closest to the top of the stack. The LIVE ALL WEEK article provides access to NWS warnings via the maps in the second half of the article. So it provides the best access to severe weather information that is available.
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