Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ

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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ banner
Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ

Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ

@SimMcD

Ag Commodities trader, recreational grain grower and ๐Ÿฎ / ๐ŸŽ breeder.

Tamworth, New South Wales ๊ฐ€์ž…์ผ Temmuz 2014
1K ํŒ”๋กœ์ž‰1K ํŒ”๋กœ์›Œ
Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@dolbelconsultin No doubt challenging times for many and the full flow on effect of increased fuel prices is a long way off being factored into end products so this has plenty to run. Canโ€™t see it abating anytime soon either.
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Stu Dolbel
Stu Dolbel@dolbelconsultinยท
@SimMcD What a time it would be to be an apprentice driving to work every day, only to spend 1/2 your weekly net income of a tank of juice. I feel for farmers and those that were just scraping before all this started. This is madness.
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
When filling up <$3/L feels like a winโ€ฆ.old girl was on fumes so took a bit and to be honest I was a tad disappointed not to nudge $400 in the endโ€ฆ.next time ๐Ÿ˜
Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ tweet media
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David Scutt
David Scutt@Scuttyยท
Letโ€™s hope energy infrastructure across the gulf has adequate protection, otherwise Hormuz will matter little
Commentary: Trump Truth Social Posts On X@TrumpTruthOnX

If Iran doesnโ€™t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST! Thank you for your attention to this matter. President DONALD J. TRUMP (TS: 21 Mar 19:44 ET)โ€‹โ€‹โ€‹โ€โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€โ€‹โ€‹โ€‹โ€‹โ€‹โ€Œโ€

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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@stationmum101 @MartinMurray_Ag As always comes down to the fine print of paperwork and quality of counter parter. If simply verbal โ€œyep sheโ€™ll be rightโ€ then some will honour but many will not. Hearing a lot of independent suppliers just do it load by load ๐Ÿ˜ฌ
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Gillian Fennell
Gillian Fennell@stationmum101ยท
@MartinMurray_Ag Have heard reports of fuel companies refusing to honour contracts of clients they have had for decades. Farmers who have standing orders of 30,000L twice per year were told no deliveries at contract price but theyโ€™re welcome to fill bulk tanks at the bowser (at bowser prices).
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Jesse Cohen
Jesse Cohen@JesseCohenInvยท
Stocks are down The dollar is down Gold is down Silver is down Copper is down Oil is down Bitcoin is down What is left to buy?
Jesse Cohen tweet media
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Episode 3 (EP3)
Episode 3 (EP3)@Episode3netยท
Update - 20th March (no 2). The Sea Pengiun has put the foot down and will now arrive in March. Increasing march import volumes, but decreasing April. At present there is 110kt on two vessels, which equates to 6% of last years volume.
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Episode 3 (EP3)
Episode 3 (EP3)@Episode3netยท
Fuel Vessel Tracker: April We will update this thread each time a new vessel is added. At present there is 110kt on two vessels, which equates to 6% of last years volume. (Bookmark and share).
Episode 3 (EP3) tweet media
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
Yet diesel is up 60% from $1.89 - $3 over the same 3 weeks. Wholesalers/importers are not showing on offer for April outturn ie they are uncertain if it will make it here. Market well bid & zip offer side ๐Ÿค”
Ryan Dally@Ryandally08

#BREAKING Anthony Albanese claims there is โ€œnot less fuel in Australia today than there was 3 weeks agoโ€ Meanwhile At least 42 petrol stations are reportedly out of fuel, and almost double have no diesel. Completely contradicting the PM. #Auspol

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G ๐Ÿ‡ฆ๐Ÿ‡บ
G ๐Ÿ‡ฆ๐Ÿ‡บ@bluewolfpack1ยท
Happy Friday ! So Trump and Netanyahu both keep telling us the war is almost over each time crude trips $100 bux . Yeh cool story . Wake me up when you control the Strait of Hormuzzy . Weekend gap risk coming up . Dance floor meant for dancing ๐Ÿ’‹
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ ๋ฆฌํŠธ์œ—ํ•จ
Andrew Whitelaw
Andrew Whitelaw@WheatWatcherยท
ugly, ugly, urea. The @Episode3net landed Australia pricing for Urea is now exceeding the levels experienced during the Ukraine war.
Andrew Whitelaw tweet media
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Greg Moroney
Greg Moroney@gregmoroney15ยท
Hate to pay to fill this with diesel at the moment
Greg Moroney tweet media
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@NtDrifter Weโ€™re seeing the daily 5c-ish price rise as well. Agree this has plenty to run and not that this is over by any means but once itโ€™s over supply chains will take plenty of time to restore.
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George Scott
George Scott@NtDrifterยท
Diesel here is $3+ and rising daily. Going to be a long haul I suspect. I donโ€™t think $4 is too far off and $5 is not out of the question. Hope Iโ€™m wrong. 20% of world supply is a massive shortfall, reduced usage will only be driven by price. How much resilience is there?
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Chris T
Chris T@TCkkkkk8410ยท
@ausstockchick The only good thing about living in Perth is having Rottnest
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that stock chick
that stock chick@ausstockchickยท
Market is closed. Not a bad day at the office. Cheers. ๐Ÿฅ‚ #Rottnest #WA
that stock chick tweet media
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@MattBrannRURAL NNSW pricing tracking the same trend. Whilst it continues like this it rewards the hoarders ๐Ÿ˜”. $AUD firmer should help lower but the fear in supply chains has everyone with higher risk margins ๐Ÿ˜ฌ
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Matt Brann
Matt Brann@MattBrannRURALยท
UPDATE: Diesel price at my local petrol station in Darwinโ›ฝ๏ธ March 1: $1.74/L March 5: $1.99/L March 9: $2.10/L March 10: $2.30/L March 13: $2.46/L March 16: $2.66/L March 18: $2.75/L That's a 58% increase since the start of March โ›ฝ๏ธ
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Martin Murray
Martin Murray@MartinMurray_Agยท
Thatโ€™ll teach the USA and Iran, if they think they mess with global oil markets without the RBA getting involvedโ€ฆ. Well, theyโ€™ve got another thing coming! At least the rain forecast is up this arvo
Martin Murray tweet media
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Matt Brann
Matt Brann@MattBrannRURALยท
UPDATE: Diesel price at my local petrol station in Darwinโ›ฝ๏ธ March 1: $1.74/L March 4: $1.85/L March 5: $1.99/L March 9: $2.10/L March 10: $2.30/L March 13: $2.46/L March 16: $2.66/L That's a 52% increase since the start of March โ›ฝ๏ธ
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@jameswhelan42 Yes agree at certain price point people make choices to not buy/substitute etc but Iโ€™m not seeing any sign of this behaviour yet hence nearby RBA hikes IMO.
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James Whelan
James Whelan@jameswhelan42ยท
@SimMcD It could be argued that many price increase would stop spending on certain items almost completely. Shortages as well.
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James Whelan
James Whelan@jameswhelan42ยท
Theyโ€™re out of 95 ULP. Not being dramatic but Iโ€™d be in favour of a Covid style emergency and necessary transport only to conserve what we have. RBA cannot possibly raise into this uncertainty either.
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G ๐Ÿ‡ฆ๐Ÿ‡บ
G ๐Ÿ‡ฆ๐Ÿ‡บ@bluewolfpack1ยท
When I nail whatโ€™s coming - and am starting to nail it already - done - will walk off into the sun set .
GIF
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Simon McDougall ๐Ÿ‡ฆ๐Ÿ‡บ
@NtDrifter Sorghum??? The big red crop of dreams. 20 years ago was pig & poultry tucker at a 10-20% discount to wheat. Now trades at a 10% premium into alcohol & ethanol markets ๐Ÿ‘
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George Scott
George Scott@NtDrifterยท
Driving through this country always makes me feel that what we do at home is prehistoric.
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