GraInformant

🚨GraInformant Update🚨 The website is now live The GraInformant site allows you to check Soybean/Corn processor basis levels quickly and for free You can access the site by just looking up grainformant, and if our X profile shows up first just include a .com at the end - the link also is in our profile It has not yet been optimized for mobile viewing so I would suggest checking on a computer when you get a chance. There is still much to be added, this is a large work in progress, but I wanted to get this functionality out to the public in the effort to save some time for those who check these levels daily. Please reach out with any comments or ideas you would like to see implemented. I am very excited to get this out to everyone and hope you all enjoy it. If it useful for you, please consider sharing the site to others in the industry! Thank you everyone! #basis #ag #grain

🌽Ethanol Processor Bids - 3/26 Eastern Plants > GR. Plains - Obion: -40 (+10) > GR. Plains - Madison: 25 (+3) Western Plants > POET - Corning: -24 (+2) > POET - Groton: -67 (-2) #ethanol #corn #basis

🫛Soybean Processor Bids - 3/26 Eastern Plants > CGB - Mt Vernon: -2 (+5) > Cargill - Gibson City: -10 (+5) > Inco - Incobrasa: -10 (+5) > Cargill - Owensboro Grain: 13 (-3) Western Plants > NDSP - North Dakota Soybean Processors Llc: -60 (+5) #soybean #basis #ag

@zacallier If you want something to change, do it yourself

@GraInformant ah, the good ol' kiss of death

Don’t worry Bean Bears, I just put on a massive long position - we’ll be lower soon

@GrainsGorilla Well we aren’t at the dlvry period yet

@GraInformant Still miles under delivery.

Cash Market perking up CIF beans seeing the light, although timing lines up with announcement of China meeting, seems more to be ran by rising barge freight.

US EXPORT SALES - 3/19 🫛Soybeans Weekly Sales: 668,901 Total Commitments: 37,256,467 🌾Wheat Weekly Sales: 397,245 Total Commitments: 24,086,869 🌽Corn Weekly Sales: 1,217,827 Total Commitments: 68,875,395 #wheat #corn #soybeans

@SoybeanTrader88 Ha, I thought u were talking about the Twitter API or something. Thx

@GraInformant x.com/trend_bullish/…

13 years ago I reluctantly signed up on Twitter so that I could get a free timely release of API on Tuesday afternoons. What the f*ck did I get myself into? #oott #oatt

Any renewable experts willing to give some sources to help me learn more. Know a little bit want to get into the deep end - thank you!

Growing up outside Chicago made me think tavern style pizza was the norm. When I got to school it was an unpleasant realization that it wasn’t - pizza X was great tho TavernStyleSupremacy

You’re saying right now you’d take a vette over a lambo?

🫛Soybean Processor Bids - 3/24 Eastern Plants > Cargill - Fayetteville2: 40 (+5) Western Plants > Cargill - Iowa Falls: -30 (+10) > NDSP - North Dakota Soybean Processors Llc: -65 (+5) > Cargill - Cedar Rapids East: -25 (+5) > Shell Rock Soy: -45 (+5) > MNSP - Brewster: -65 (+5) #basis #soybean #ag

@Grainmonster Where at ? Know that IA basis has been a bit firmer

Soybean basis has improved 25 cents so far this week - cash soybean movement is dead

TRUMP / XI meeting set for May 14/15 Beans up 18c SK @ 11.73 #china #trump #ag

“EPA Administrator Lee Zeldin, in consultation with the U.S. Department of Energy and under the Clean Air Act, approved the temporary measure to help stabilize fuel supplies and reduce costs for consumers. The waiver permits nationwide sales of E15—gasoline blended with 15 percent ethanol—and removes federal barriers for E10 fuel distribution. The action is set to take effect May 1, 2026, giving fuel suppliers time to adjust distribution systems.” rfdtv.com/epa-approves-n…(RFA,promote%2520continued%2520access%2520to%2520E15.%E2%80%9D

@Grainmonster Hmm, our IT guys think they can be fixed by getting a new one. I think we should try out your suggestion

@GraInformant Most can be fixed with a new maintenance box that is easy to replace and only costs around $15

How is that printers have been around for so long and they still just randomly stop working at such a high clip. It’s ridiculous

@sizov_andre Nice

“Russia is one of the main beneficiaries…not just oil and gas, but fertiliser as well.” FT quoting Sizov. The biggest winner in the Middle East conflict is Russia - across energy, #fertiliser, and #grains. The economic benefits are clear. The question is how the Kremlin will try to convert them into geopolitical gains. --- FT: Russia is benefiting from a sharp rise in fertiliser prices driven by the US-Israel war against Iran...The shift has put European supplies at risk, giving fresh impetus to Russia-friendly EU countries to argue that the bloc should ease restrictions on Russian fertiliser. ... “Russia is one of the main beneficiaries [of the war] as a large commodities producer, but that’s how it is — that’s not just oil and gas, but fertiliser as well,” said Andrey Sizov, managing director of grain consultancy SovEcon. “As you go down the chain of agricultural products, the price of those is going up as well, and Russia has pretty large reserves.” #oatt #eu #russia

@therealgerlach @sizov_andre That’s a good way to put it - never thought about the actual language. Wonder what they really meant

@sizov_andre 80% percent of farmers may have locked in some fertilizer but I highly doubt 80% of farmers needs are covered. Probably more the inverse.

I suspect “80%” means needs covered. And I suspect the actual number is higher. #oatt