Jim Rogers: "Whatever happens, commodity wins."

Rice climbed to the costliest since 2008 on concern higher guaranteed prices
for farmers in Thailand <http://topics.bloomberg.com/thailand/>, the top
shipper, will boost export costs as import demand grows.

September-delivery rough rice increased as much as 2.3 percent to $17.07 per
100 pounds, the highest price for the most-active contract since October
2008, the year of the global food crisis. The price was at $16.93 at 3:08
p.m. in Singapore <http://topics.bloomberg.com/singapore/>.

Indonesia <http://topics.bloomberg.com/indonesia/>, the third-largest rice
consumer, plans to import for a second year to boost stockpiles to 2 million
tons from 1.5 million tons, Trade Minister Mari Pangestu said yesterday.

Futures Climb

Production in the U.S., the
third-biggest<http://www.fas.usda.gov/psdonline/psdreport.aspx?hidReportRetrievalName=BVS&hidReportRetrievalID=677&hidReportRetrievalTemplateID=7>shipper,
may slump to 6 million tons from 7.55 million tons a year ago, the
Department of Agriculture said. The USDA cut its estimate for the 2011-2012
harvest from 6.4 million tons a month earlier.

Futures may advance to as high as $22 per 100 pounds this year as dry
weather in Texas <http://topics.bloomberg.com/texas/> and floods in Arkansas
threaten to cut U.S. production, Jack
Scoville<http://topics.bloomberg.com/jack-scoville/>,
a vice president for Price Futures Group Inc. in Chicago said yesterday.

Wheat for September delivery was little changed at $7.155 a bushel, while
corn for December delivery added 0.2 percent to $6.8125 a bushel. Soybeans
for November delivery gained 0.2 percent to $13.83 a bushel.

Almost a third of Midwest corn and soybean crops may be hurt by unusually
hot, dry weather over the next 15 days after high winds flattened some
fields from Iowa to Ohio <http://topics.bloomberg.com/ohio/> this week,
Commodity Weather Group LLC predicted yesterday. The Midwest is the largest
growing region.

“People are worried about that,” Kelly Wiesbrock, managing director at
Harvest Capital Strategies LLC, said by phone from San
Francisco<http://topics.bloomberg.com/san-francisco/>today. “There are
a lot of people sitting on the edge,” concerned about U.S.
yields as global stockpiles of corn and soybeans decline, he said.


http://www.bloomberg.com/news/2011-07-14/rice-jumps-to-highest-since-2008-as-thailand-helps-farmers-supply-drops.html

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