Jonathan Nordstrom

@E_Energy_Adams Didn't matter back then?

#corn has not been this cheap relative to crude oil since 10-6-14. Corn futures were 3.33, crude oil was 90.34. The correlation matters today.

@DanielHusseyJr Friendly wager. This isnt as bearish as x is trying to make it be. China's most likely all bark and no bite.. we shall see Sunday night.

Ok so, war may not be bullish Corn and Soybeans at face value... But... We are heading into an era of Agriculture becoming our next energy sector... Crude oil prices back above $100 make E-15 arguments and SAF push through a much greater possibility... And no one is arguing war doesn't drive crude oil prices higher... So war: near term bearish due to the trade turbulence with China... but long term bullish because alternatives to Crude Oil become more and more financially viable? Like I said before- LOTS OF CROSS CURRENTS these days. #OATT

@Zach768641 @ISU145 $10 dollars is a ralley in crude? Lol. If there is/was war it wont be a 10 dollar rally. Try 50+

Gotta watch 2 things in an upcoming war. 1. Does that country or their allies buy our corn or soybeans? 2. How big is world and domestic supply? China is aligned with Iran and we have a big domestic and world supply of soybeans. If China doesn't take the remaining 13 mmt of USA soybean commitments they made, then we have a problem....

@DDFalpha Nothing burger

So it begins…

@JasonBohlke @GrainsGorilla Lol. Everyone was talking about yield and stuff this morning and I went wtf. Need to use the SARCASM font 😂

@JNort96 @GrainsGorilla I surely don’t that’s why I was being sarcastic. I never had one. Though that was obvious.

I’ll get the tweet out of the way for everyone about to pop a blew chew. What if beans gain another 1 million acres from corn. Corn looks tight in new crop. What if yield is 180. Corn looks tight. What if China buys corn. Corn looks tight.

@JasonBohlke @GrainsGorilla Who cares about a yield model in February. Its gunna change a bazillion times...

@GrainsGorilla I would love to see 94 million acres. Don’t see it. We will need weather to change this. I have seen several yield models higher then mine so I don’t doubt a big crop. Right now crop has zero issues so it suggests a big crop.

@ISU145 @Zach768641 Just it time to combine... #harvestdelays

@Zach768641 .5 to 1 inch. Usually once rains return, they continue.

PSA: South America's driest areas are getting rain. #Argentina #soybeans

@zalinsky_p @JSeimes Mn interstate is still 80k

@JSeimes Winter weights help. Can go extra 8000lbs up to 88,000lbs.

Canadian grain companies: "We give best prices" Me: "Nope" Oats picked up and hauled 1000kms. Truck takes $1.10, broker takes 10 cents and still beats local price by 70 cents. Plus my truck stays parked

@GrainsGorilla Meat grinder would be less painful long term... gunna be a long 3 years

Stick your dick in your desk drawer and slam it repeatedly until we get a Trump China tweet. Thats 2026 Ag trading for you!

#soybeans #oatt Can all the silver traders please get out of the bean pit? You are not welcomed.

@ndrockfarmer @CRNAfarmer2 How did chs ruin ND? lol

@CRNAfarmer2 Two things that ruined rural North Dakota and the farmer, CRP and CHS, just remember that

Bean rally, CHS immediately goes to -1.10 on their basis for NC '26. Why does CHS want to destroy the farmer. Should be -$0.70 at this time. Makes me mad

@mocornfarmer @_TheMizzouTiger Your not following the law when you dont tell a law enforcement agent that you have a weapon on you... thats concealed carry 1o1... and it becomes more of a problem when you resist and don"t do what your told...

@_TheMizzouTiger Enjoy the other side seaching for weapons. They were just following the law

Call me old fashioned, but I don't think people should be shot by feds

@JerodMcDaniel At 13% vol... thats nuts. Lol

@JNort96 So sell them 🤷🏼‍♂️😂

Got filled on the calls overnight to reown 1/2 of our 2024 corn production… Will likely go after the other half soon. And already bought all of this years production back with call options too. It doesn’t need to get any cheaper to spur demand. Just how I see it.

@FabianWierczoch When it's all bearish info... its almost always priced in.

Soybeans are back in their old range from 1040 to 1070. E15 and an upcoming Trump speech in Iowa are supportive, but will it be enough to break out to the top? Fundamentally I can't see any new impulse. Weather in South America is improving, another record crop in Brazil is getting harvested and all the chatter about China is basically snow from yesterday. Also, Brazil's record crop export window is opening from February. Thinking ahead about the upcoming planting season it's save to say that corn acreage will drop. Guess what will be planted instead... right, soybeans. If I were a farmer I would use the rally to risk manage and sell some bushels here...

@BradyD78 @Cetter15 You really think they are gunna pay? I've seen that before. last year I should have got 100% payout. They made the number work to where it was 8% of what my gaurentee value in SCO was. And the price lost almost a third of the value and the yield should have been less than spring.

@Cetter15 @JNort96 Yep, I forgot that

Machinery sales are way down. I can’t imagine why?

@BradyD78 Government doesn't have that much money to throw around IMO. Have seen everyone talk about how much we will get in the past and And then we get almost nothing. Don't get your hopes up.

@JNort96 Nope, they are not going to let that happen. Additional $15 billion will be coming before October. Then, in October ARC/PLC payments will hit. So, we have $11 billion FBA, another $15 coming and an estimated $13 billion ARC/PLC. Farms will probably show a “profit” this year.

@BradyD78 If thats the case. 2026 will be 1985. Will see a fair amount of land for rent for 27

@JNort96 Yes I do think it’s pretty accurate on average. Obviously some operations are turning a profit, but many are not

@sanegrain Seems like denial or anger. Got a long ways to go in guess