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@GrainsGorilla Monster crop incoming

2025 Ag market Rant: All are welcomed. Please share your feelings and thoughts. These markets are destroyed and completely make no sense day to day. What the heck are we even trading anymore besides some algo just driving markets up or down all day for some $$$ flow or statistical reason.

@DDFalpha Why triggered today’s selloff?

Oct fats < 20EMA & < Apr trendline... #cattle

@GrainsGorilla You mean 184?

@DDFalpha What happened? Argentina strikes are over

Jul #soymeal… 🚀🌱 +3.2%

@SpillingTheBean Thanks for sharing your view on the current market situation Maja. How do you see the crop situation in Minas Gerais, when could it bring some relief to the market?

Sim, iso foi exatamente que eu disse, these illusions that Espirito Santo is about to cover and be back with a good - even less a bug crop - is pure dreaming in the BS-pro-manipulative bear camp in #KC, Brazil is headed for 4th SMALL consecutive #coffee crop in 2024. No recovery!

@CoffeeNinjaRyan Is it about march rains on Vietnam? What about the April forecast, shouldn’t it be good for the new crop?

#Robusta coffee market rallying to new record levels after breaking above 2-week technical resistance at $3400. #RC strongly bullish from a tech perspective, with no signs of weakness in the trend, despite undergoing a modest pullback subsequent to reaching a peak at $3600.

@PHDChicago Producers are struggling right now

Ok… that’s one of the better ones I’ve seen here 😖🤣🙃 #grains #corn #soybeans

@CoffeeNinjaRyan Short coffee?

Brazil continues to ship more #coffee than usual while #Arabica & #Robusta futures stay high. Cecafé reported Dec exports at a hefty 4.1m bags, which is +400k more than usual for Dec, meanwhile exports this month should surpass avg levels again, based on preliminary data availab.

@RichNelsonMkts Do you think this data is bullish or bearish live cattle and why? Please

Cattle weights remain stubbornly high. Dressed steer weights widened their premium over last year, +22 lbs. the week prior to now +26. Dressed heifers increased from +4 lbs. to now +10.

@shootinthebull2 The cattle placements numbers for September should boost live cattle supply temporarily right? But those 200k above expectations were so relevant? Herd will only get smaller

There was too much this year and that is why some chose to keep their pens full, at any cost, and now potentially suffering from. The packing industry has the blueprint for fixing this issue. (2/2) #Cattle

Cattle feeders are losing money hand over fist. What's even worse, is there is too much feeding capacity for the number of cattle to be fed next year. (1/2) ⬇️

@rodgrisier1958 Hi, you think 180 is cheap or expensive? Thanks

If you think live cattle will be a 1.80 in April I've got some Ocean Front property in Kansas to sell you

@PHDChicago What is your view for soybean meal going fwd, if argy can make it around 45mt soybean 23/24? Why it shouldn’t go lower

Did you know? Brazil #soybeans are ~US$ 60/ton cheaper than U.S. beans into 🇨🇳 in Feb? Also ~US$ 70/ton cheaper in March with very little offers from 🇺🇸 for April, forward? You can bet 🇨🇳 knows ;) Don't forget about what a record 🇧🇷 carryout can do for exports in Jan '24...

@PHDChicago Muito obrigado Doutor. Ainda nenhuma preocupação a cerca no MT para o plantio de soja? E quanto ao possível atraso na safrinha, dado um plantio de soja atrasado, ainda muito cedo pra falarmos de yields piores no milho? Obrigado

@MarketAddicted2 Safrinha planting is mostly Feb/March Long ways away - Mar/April Wx is key Soybean crop is just fine overall speaking - Dec Wx is key

It’s probably a good idea to research how much is “normal” …before posting “% of normal” precip maps for Brazil between Dec - Feb 😵‍💫 #soybeans #oatt

@profarmer How do you track demand?

Cotton futures encountered follow-thru selling as traders continue to weigh demand concerns from China. Many fear cotton prices will struggle throughout the marketing year despite curbed U.S. production as trade tensions are leading China to Brazil & Australia.

@PiQSuite How do you track demand?

〽️ Cotton down on wider market retreat, demand woes (Reuters) - ICE cotton futures fell on Friday as risk-off sentiment in wider financial markets seeped into the natural fiber, while prospects of lower demand from key buyer China continued to dim outlook.

@ArunSekhsaria How do you track demand?

#COTTON Today ice limit down. Markets under panic Carry for mar 240pts. Pressure to fixation in dec will increase carry further and opportunity for dec to breach 80. China situation getting worst. Where r v headed? All maintain extreme caution

@ThrakikaE How to track cotton demand ?

REUTERS: Cotton slips over 2% as China demand concerns dim outlook thrakika.gr/en/post/reuter…

@WarrenBuffooon How do you track demand?

Local cotton is currently at Rs 16,000/maund (37.32) while imported (cotton #2) is around at a CNF price close to Rs Rs21,000-22,000/Maund. Such a big difference has not been in years, highlighting the stunted local demand for cotton in current scenario.

@Birenvakil How do you track demand?

ICE #cotton Certified cotton stock surges to 55000 bales..Dec-Mar carry rise to 2 cents...Demand destruction far outweighs supply crunch..