grains fundamentals. Question Everything
your frontal lobe
Joined August 2019
- Tweets866
- Following359
- Followers476
- Likes322
This is the most frustrating ags market i have ever seen not because I am bullish or bearish. Its frustrating either way.
Everytime you feel like you're getting too bullish,read the nutjob stupid bullish spin to every mkt input by agresource and it will knock some sense into you. @AgResource
hindsight capital mgmt retweeted
Zelenskyy: 'I just held a meeting with the team that is involved in negotiations with representatives of the American President. We are in constant communication with them, 24/7, and we are currently preparing for upcoming meetings. We have preliminary dates. We are hoping to see representatives of the American President here, in Kyiv. We have confirmation from them: there will be a meeting in Moscow and in Kyiv. We are hoping for a meeting in the coming days. This is very important. It is important that America remains actively involved. We are ready to meet with them in Ukraine – at a high level and with substance.'
Bigger story than RVO?
Drop in RINs/gal. RD falls from 1.7→1.6, imports ~1.15–1.25.
Means more SBO gallons needed = bullish.
SREs?
Irrelevant-20% 2025 covered via carryover. Focus now is Q4 ramp to meet tighter 2026 RVOs.
AEO still outdated
4.65 bil gallons of BBD is a pretty punchy number if there is a greater incentive to use domestic feedstock pool. It's probably in line with total RD capacity,still very very bullish soybean oil.
xitter.cf/biofuelslaw/status/192…
tictoc MFers
What a bad take ,regression is shit quality , outright view relies on another commodity you don't know jacksh*t about.
unavailable
China is at least 5 years ahead they have planned for this. They don't want sweatshops. They are way ahead of everyone in EV (as an example).
China is talking tough, but it has a problem. It cannot stimulate its way out of this economic challenge without taking on massive burdensome debt. Yet, it has to appear tough, thus the 34% tariff. #oatt
As someone who started in this business 15 years ago, it's just sad watching us wheat acres erode in each iteration
If China buys any US ag products, they will make sure Flash says CHINA in block letters. This was, however, to South Korea.
Old timers remember when China found "red bean infestations." It's back after around 20 years... that's why beans are ripping : olam, adm, Cargill Brazil entities have been blacklisted by China customs.
To reconcile dec1 corn stocks and yield, you need to cut sep-nov feed & residual by more than 200mbu, go figure how bullish it really is...