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Corbin Catt / Catt & Crew Farms
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Corbin Catt / Catt & Crew Farms
@cb_catt
Pres/Owner of Catt & Assoc. Series 3. Not a broker or NL. Risk of loss in trading commodity interest can be substantial. Opinions only. Not trading advice.
Overland Park, KS Katılım Mart 2012
2.3K Takip Edilen2.9K Takipçiler
@Tyne_Ag might as well be in your backyard Tyne!
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It’s full throttle for #plant26 in the Mississippi Delta. If the forecast holds, and without any other major hiccups, this farmer should have nearly 4,000 acres of corn planted by the end of the week.
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Wow, every trader on X was up this morning and caught every volatile move in the market perfectly.
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In the group, three bucks were still carrying antlers. Later that day, I spotted a shed in the same field while spreading dry fertilizer.
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Rail freight is getting high. Maybe all the farmers headed to houston could take a load of corn to a port down there?
Expensing high priced diesel for a road trip to sweet sixteen? winning.
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@FabianWierczoch With an elevated risk of typhoons/ flooding in the growing regions of China, no?
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Fertilizer:
Europe quickly gets into the second energy crisis in four years. Gas supply is disappearing to Asia.
With corn and wheat prices still low and nitrogen prices exploding you don’t need to be a genius to expect lower applications.
So basically:
- lower incentive to apply nitrogen fertilizer
- lower corn area because of crop rotation
- lower corn yield closer or maybe even below trend yield (mean reversion of exceptionally yields last year)
- 30% chance of a strong El Nino. That would bring dry/hot weather to Matto Grosso (Brazil) and Australia
Mario Nawfal@MarioNawfal
🇮🇷🇪🇺 LNG ships that were supposed to go to Europe are suddenly turning around… and heading to Asia. At least 11 tankers have changed course this month. Why? Because supply is tightening fast after the Strait of Hormuz disruption and issues at Qatar’s biggest LNG facility. So buyers are chasing higher prices… and Asia is winning. Even U.S. shipments are being rerouted mid-journey. One ship literally left for Europe and then flipped to Asia halfway through. Why this matters: Europe is losing access to energy in real time. And when supply gets tight, the highest bidder wins… not the closest ally. In today’s market, energy flows to whoever is willing to pay the most, not who needs it most. Source: @MarineTraffic
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@TheeGrainLady …wasn’t going to sell any until after the drought scare, $200 oil, or I have to clean out the bins for my new bushels. Ground piles going to be everywhere. Feed demand in the south has dropped off hoping grass takes off.
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new crop corn PMPU
they might hate fert but they are selling paper
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@BradyD78 There are a few agronomists around here that said wait 10 days to see if the wheat perks back up. We usually plant our late October so it was just stating to fill the rows.
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I don't think most of our wheat was far enough along to get much damage. It looked bad for a while but is really perking up now. That being said, I'm monitoring some low spots and a few fields for damage. I've talked with a few farmers in the area and they don't think much damage was done.
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Corbin Catt / Catt & Crew Farms retweetledi
I do not think it is as bad as some are making it.
Potash - in place
Phosphate - we must have enough because traders are buying barges for export
Nh3 - we produce most of what we need
Uan - we produce most of what we need
Urea - we still need between 1.5 and 2m tons imported april/may/June. Normally that would be easy but we are $70 too cheap vs the world. Could go from fine to effed fast.
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@Bradleychoquet2 @aghedger It’s early so an inversion at all, not to mention w 2bb co is notable. Those price are areas worth noting. But those 2026 prices targets. I thought you mentioned 2027.
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Funds are long 230k corn contracts and 200k beans
They will liquidate their long positions on first sniff of ceasefire….
Funds don’t care except making money
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@Bradleychoquet2 @aghedger Then you’re betting on a decline in input prices.. very risky and pure speculation. Not to mention, ZZ is at an inverse. Something to ponder.
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@JordanSchu76936 Facts. It’s all outside money.
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@cb_catt I would classify this as retail. But personally, I have accepted that the funds are part of the gig.
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Looks like a little more freeze damage showing up in the wheat crop. SRW WC Missouri
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Corbin Catt / Catt & Crew Farms retweetledi
Unbelievable I went to check my cows today and someone had a new baby. I didn’t even watch. She just had it on her own. Nature wins again.
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Where will the keyboard warriors unite?
Polymarket@Polymarket
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.
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Limit down move in beans is worth about a 2hr savings in the grain line at the bean processor
GIF
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