Resource Tweeter @yeticapital99
Not investment advice Joined July 2009-
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I have been doing a lot of work trying to understand where in the industrial economy of the West the most acute weakness to Chinese industrial overcapacity is. One thing that is clear is that Western firms continue to cut JV agreements with Chinese companies while paying lip…
How mercury reacts with aluminium
🇺🇸 to regain “World’s Top CORN Exporter” title 🏆🌽🚢 in 2024 - After losing the post to 🇧🇷 last yr by a wide margin (42 to 58 MMTs), U.S. corn exp. rebound to 48-51 MMTs - 🇧🇷 *could* fall from 1st to 3rd as 🇦🇷 is on their heels. Both countries should export 35-40 MMTs in ‘24
How did the Brazilian Agricultural revolution happen? Is the growth sustainable? Where are #soybean #corn production & exports headed? Much of what was said there - over 1yr ago - has already played out, i.e.: ✔️ “🇧🇷 will double 🇺🇸 soybean exports” You don’t want to miss it
🇧🇷Deadly flooding in #Brazil's southernmost state of Rio Grande do Sul has impacted transit of grains & other goods to the port. The railway is reportedly not operational and trucks have had to travel an extra 400 km to reach the port, raising costs. Port itself is operational.
China has failed us again. for the 97th time this year (not literally), they could not manage to keep up the momentum. unless stimulus policies are announced soon, they will continue suffocating global markets (literally). except for India, markets remain complete crap.
Global policymakers are imposing new taxes on electric vehicles as the shift away from combustion engines threatens to leave a $110bn hole in government revenues owing to a drop in receipts from fuel duties | #OOTT #EVs #ElectrictVehicle ft.com/content/9e4e38…
A lot has been written about the coming power demand from AI data centers. The actual impact will be determined by a big unknown, future efficiency gains. Growth doesn't always equal increased load. US power demand was flat from 2007-22 as efficiency gains offset economic…
Canada and New Caledonia appear on the latest version of freight analytics. Our guide on how to use the platform, will be out shortly.
$AMR beat my unadjusted expectations, but I had the US relativity to PLV as a little too wide for Q1...Q2 certainly to be down a little from here, but almost the exact same story as last year with regard to export markets. #CoalTwitter
$AMR beat my unadjusted expectations, but I had the US relativity to PLV as a little too wide for Q1...Q2 certainly to be down a little from here, but almost the exact same story as last year with regard to export markets. #CoalTwitter https://t.co/IzH0Qxhmqc
Goldman's latest take on #Copper: "Grinding into metal deficit" $BHP $RIO $FCX $IVN.to
All this time @elonmusk spent screwing around on Twitter he could have been doing, oh I don’t know taking notes from @adcock_brett
🇺🇸U.S. #soymeal exports in March hit an all-time monthly record of 1.485 million tonnes, besting the prior high of 1.449M set in Jan. 2013. Halfway through 23/24, total exports sit at 8.1 mmt, up 22% from the 5yr avg. USDA has full-year 23/24 exports +14% on the 5yr avg.
Anyone want to listen to a spaces on 1920’s/1930’s agriculture
Le Shrub🌳🔥🇺�.. @agnostoxxx
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The "let's revisit yield potential" stories for corn & soybeans seem to start earlier each & every year - for both hemispheres... Folks, this is May 8th; soil moisture has been replenished for the majority of the belt; planting pace is near avg... Yield potential is excellent
I have been doing a lot of work trying to understand where in the industrial economy of the West the most acute weakness to Chinese industrial overcapacity is. One thing that is clear is that Western firms continue to cut JV agreements with Chinese companies while paying lip…
@CollinRugg The Boy Scouts abandoned morally straight long ago.
1000% optimistic! It takes a lot of FAITH (& expertise of course) to spend millions prepping & maintaining the ground and operations to only then literally be “at-the-mercy” of the weather It is a beautiful & yet incredibly financially risky profession Thank you “produtores”!!
Farmers are mostly optimists.. otherwise they’d not plant & pray 🤲🏼 🙏 Agree 👍❓
The honey water of agave plants Sound on
How mercury reacts with aluminium
🇺🇸 to regain “World’s Top CORN Exporter” title 🏆🌽🚢 in 2024 - After losing the post to 🇧🇷 last yr by a wide margin (42 to 58 MMTs), U.S. corn exp. rebound to 48-51 MMTs - 🇧🇷 *could* fall from 1st to 3rd as 🇦🇷 is on their heels. Both countries should export 35-40 MMTs in ‘24
💥 🇪🇬 GASC wheat 🌾 tender today .. list of suppliers. #1 is ME SOLARIS! Nothing to do with me 😂! Not anymore! It sounds a narcissistic name, all about ME, but it’s not. ME= Middle East. The name Solaris Commodities was already registered, so they needed a new name. #ME TOO
Every day, people around the world receive my daily update on Argentine #agribusiness via WhatsApp. Be part of this club by sending me a DM. #soybean #wheat #corn #sunflower #cereals #crops #agriculture #oilseeds
China has failed us again. for the 97th time this year (not literally), they could not manage to keep up the momentum. unless stimulus policies are announced soon, they will continue suffocating global markets (literally). except for India, markets remain complete crap.
Your attention, please: Dec #wheat prices rebounded in the last weeks to US$230, from US$190 in Feb. It is the same level that in 2023 and 2021. And thanks to the April rains, the soil moisture is optimum. This leads us to think Arg🇦🇷 will have a good planting season #agriculture
🇧🇷Deadly flooding in #Brazil's southernmost state of Rio Grande do Sul has impacted transit of grains & other goods to the port. The railway is reportedly not operational and trucks have had to travel an extra 400 km to reach the port, raising costs. Port itself is operational.
A woman’s standards: - Be rich - Look good - Own 3 villas - Have 6 supercars - Own a private jet & yacht A man’s standards: - Just don’t be fat
The $20 billion hedge fund Balyasny Asset Management is opening shop in Denmark with a unit to trade physical gas and electricity. It’s another sign of the rise of the “Danish” commodity traders, which I chronicled in this @opinion long-read in January: bloomberg.com/opinion/featur…
Balyasny Asset Management is setting up a unit to trade physical natural gas and power in Denmark in a bid to generate more profit from its growing commodities business. trib.al/sdogxY0
Global policymakers are imposing new taxes on electric vehicles as the shift away from combustion engines threatens to leave a $110bn hole in government revenues owing to a drop in receipts from fuel duties | #OOTT #EVs #ElectrictVehicle ft.com/content/9e4e38…
A lot has been written about the coming power demand from AI data centers. The actual impact will be determined by a big unknown, future efficiency gains. Growth doesn't always equal increased load. US power demand was flat from 2007-22 as efficiency gains offset economic…