Next Level Grain

Good review on the state of the US HRW crop.

US winter #wheat ratings dropped again, down 4 p.p. to 30%. And this may not be the full story. I’m quite confident the weekend freeze damage has not been reflected here fully yet. You need at least several days to assess it properly. That suggests ratings could fall further within a week or two, potentially below the record-low seen in 2023. #oatt #sizovreport #agwx

@GrainsMae Good game. Told ya Trelly would go alright.

Sorry about your tips everyone (not really)

That really looks like a curse. See that brown “below normal precipitation” area? It overlaps with roughly 80% of U.S. winter #wheat production. Not the kind of map wheat farmers want to see with extreme drought already in place. #oatt #sizovreport #agwx

USDA's winter #wheat condition scores...HRW percent rated VP/P remains a concern and continues to support the KW/W intermarket spread, July'26 pushed back over 30 before finding resistance. 32% VP/P in Kansas, 48% Oklahoma, 47% Nebraska, 44% in Colorado.

JUST IN: 🇺🇸🇮🇷 US Vince President JD Vance says Iran "has chosen not to accept our terms."

Went for a fox hunt tonight. Established that there is a pretty high level of food for them in the paddocks. Like I was astounded to see the mice numbers.

We've reached the point that they're using the Epstein files to cover up Iran

Iran War Announcements Link in comments...

This is not a market anomaly. This is a crime scene. Let’s be precise about what we’re looking at. The 14-minute gap between those trades and Trump’s Truth Social post is not a coincidence any serious analyst can dismiss. $580 million in oil futures and $1.5 billion in S&P 500 notional value, executed in a single 60-second window, followed 14 minutes later by a presidential statement that moved global markets by trillions. Someone knew. The question is not whether this was insider trading. The question is who the source was and how far up the chain it goes. The scale rules out a lucky retail trader. 6,200 Brent and WTI contracts in 60 seconds, coordinated simultaneously with an equivalent S&P 500 position, requires institutional-grade execution, pre-positioned capital, and foreknowledge of a market-moving event. You don’t accidentally stumble into that trade. You build it deliberately because you know what’s coming. The $100 million profit in 20 minutes is the visible tip. The reputational and legal exposure beneath it is existential for whoever is behind this, because if this traces back to anyone with proximity to the White House, the NSC, or the negotiating back-channel, you are no longer looking at securities fraud. You are looking at potential violations of the Trading with the Enemy Act, national security law, and criminal statutes that carry sentences measured in decades, not years. The FT publishing this changes the calculus. The SEC and CFTC now have no political cover to sit on it. If they don’t investigate, that itself becomes the story. The bond market is already at 4.44% and climbing toward the threshold that ended Trump’s tariff war. Add a market manipulation scandal layered on top of an active war, and you have the kind of cascading institutional crisis that no press conference can contain. Whoever made those trades believed the peace announcement was coming with enough certainty to deploy nearly $2 billion in coordinated positions. That is not a bet. That is a collection.

HRW wheat just may be toast with 80° and 90° days and zero rain chances in the 10 day. Fun, just fun.

@GrainsMae @FOXFOOTY Goes alright the lad

@FOXFOOTY @NickBooth13

Latrelle Pickett has absolutely no nerves on his first outing! 🏃‍♂️ 📺 Watch #AFLPreseason on ch.504 or stream on Kayo: bit.ly/4rBdtyI ✍️ FOLLOW LIVE > bit.ly/3MvX8MJ

@TaraBull Drain the swamp!

And?

@farms_monette Where is all the snow cover?

Saskatchewan seeding season loading… less than 3 months out!

@CrundallNick Its a pity about the price in Linc. That $30 extra the EC are getting would have made a big difference to the bottom line on the EP.

Top left to bottom right is not the price chart we want to see, but it's the same story across the global grain market at the moment.

@stationmum101 Haha

Don’t google it.

🇨🇳🇨🇦 #China and #Canada have reached agreements to resolve trade issues related to #EV, #steel and #aluminum products, Canadian #canola, #agricultural products, and #aquatic products linkedin.com/posts/rusgrain…

@GrainsMae @melbournefc @Demonblog Trelly doing Trelly things

@melbournefc @Demonblog #CrumbAlert 😍

Stop it, Trelly 😅 #DemonSpirit

Imagine China occupying California, Nevada, Arizona, and Oregon and then the EU telling America: “Make a deal with the occupier or we won’t support you.” Absurd, right? No country would accept that. Yet this is exactly what Ukraine is being told today. And let’s not forget: Ukraine gave up the world’s third largest nuclear arsenal under U.S. security guarantees. They trusted America. Now Ukraine being pushed to surrender their land to the same aggressor that invaded them. This isn’t “peacemaking.” This is betrayal. Author: David Imedo

@stationmum101 You are assuming there is going to be another election...

How long until the next election in America? Can we have a countdown timer or something? Because I’m really tired of reading about the absolute horror show that’s happening right now.