Matius John Wayne

“Más importante que tener razón, es tener éxito”

@ivordonez A ese “combo” hay que sumar el costo de fertilizantes de Hoy. Hagan algo con las 3.8 Mio tons ferts que se importan todos los años. Ya basta de impuestos de importación (IVA x 2, Estadísticas + IIBB y Ganancias). @LuisCaputoAR @fedesturze @hhdospierre

el combo entre el actual nivel de retenciones y tipo de cambio real no es viable para la agricultura. no hay rentabilidad ahí: o cambian ambas condiciones o el productor tiene que hacer un giro de 180 grados en su planteo.

@AangelCoco Domingo Miotti !!!!!!

Tengo ganas de armar un video sobre jugadores de rugby infravalorados actuales. Empiezo: Ignacio Mendy. Siempre que jugó en Los Pumas lo hizo EXCELENTE. Y en su club rinde bárbaro.

@fmendiguren Evelia !!!

La superioridad gastronómica de Núñez es total: -Ness -Garabato -Piedra Pasillo -Kalis -PAF -Soma -Cachita -Oporto ...y sigue

@ClaudioGianni Argentina importa el 70% de su consumo anual de fertilizantes. Produce localmente 1.6 Mio (Profertil + SSP Bunge) e importa aprox. 3.5 Mio (MAP/DAP/Urea etc)

Hoy por hoy el fertilizante es más valioso que el oro. Brasil importa el 85% de sus necesidades en la materia. Es un jugador global clave. La India, otro peso pesado, busca oferentes alternativos, en tanto China mueve sus reservas...

@ClaudioGianni En Argentina podríamos YA hacer lo mismo. Sacando en las toneladas a importar (70% del consumo total): IVA, Percepción IVA, IIBB, Tasa Estadística y Percepción de Ganancias (43%) @fedesturze @LuisCaputoAR

La secretaria de Agricultura de Estados Unidos (USDA), Brooke Rollins, declaró que la administración está evaluando medidas políticas para ayudar a los productores a gestionar los costos de los nutrientes en caso de que las interrupciones en el suministro empeoren...

@laromadelsur No…..no todo. La urea en el mundo subió más de 200 dólares en 15 días y la Argentina importa entre 1.2 y 1.5 millones de toneladas por año para así poder exportar todos los millones de toneladas de granos que exporta (todavía con retenciones).

Todo lo que está haciendo US e Israel para Argentina es ganancia, todo. Y sin costo alguno más alla de algo de corto plazo. Es increíble lo que nuestros aliados estratégicos están haciendo por el potencial de Argentina. Un efecto colateral impresionante a largo plazo.

@lnng2021 Uno de los motivos es aumento promedio precio internacional de la Urea que se sustenta en que India en ciclo agrícola 2024/25 importó 5,8 Millones de toneladas vs. ciclo 2025/26 estará cerrando el año con importaciones de casi 10 millones de tons.

No es solo Mosaic, miren Nutrien, Yara, etc. un verano hermoso para las fabricantes de fertilizantes. Cuál es el motivo? no lo sé, estaría bueno charlarlo con gente que sabe del palo.

@aquiferts 60.000 Mtons. of Iranian Urea being exported to Argentina in 2025 ? Is that real ? Are you sure ?

I was updating our latest S&D urea model, aquibot (our friendly AI assistant) and saw some interesting numbers. Iran still exporting big numbers even when production was at 0 (gas issues over winter) #urea #fertilizer

@aquiferts And so….??? From here, prices will go down or will move forward up ???

India tender coming in at USD 505 CFR

@ARmastrangelo Above all, as American from Argentina I do not concede he is representing me/us. We do not dance bachata or Caribbean rhythms nor run thru the beaches in ojotas. Disgusting show not representing the US values and I consider myself completely not included in his pretended message.

The irony here is this guy’s listing off every country on the American continents, smugly suggesting we need a 1st grade geography lesson when he’s the one who doesn’t understand that in English, "America" is used as a shorthand for "United States of America," the only nation with "America" in its official name.

@AgrisAcademy What about Ferinitro today ?? We used to buy large amounts of urea for southamerica south from @KochFertilizer Do you think they will get back their share in that complex ??

My Venezuela experience as head of trading in the region for Cargill. Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people. 1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside 2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime. 3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal. 4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material 5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours. 6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable. 7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets 8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen 9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry. 10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings. This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first. Jeff Kazin Former head trading Cargill

@flandivar Totalmente de acuerdo. Para mí Top 3.

Con golpes bajos y todo, en el top five de las mejores películas de la historia. Estamos todos de acuerdo, no?

@CruzTibaldi @ClaudioGianni Que preemergente usaste ?? Buen control.

Cuando te preguntan si los preemergentes funcionan 🫂🫠

@flordonovanok @cafedelirante en maps.app.goo.gl/AobNjbTaNiwDfd…

Consulta para amigos amantes del café, alguno que sea en grano para recomendar, que no sea muy ácido? (No todo es periodismo acá 🤪)

@BradChadlington Where you have to live if you live in NY.

@karlykingsley I live on the Upper East Side, Karly

The richest, whitest, most sheltered girl you know from wealthiest suburb in the country is posting a picture of Zohran Mamdani on her story right now captioned “power to the people!!!” from her Soho apartment that’s paid for by her wealthy conservative father

@OLAPMIKE @ElonMuskNews47 Trust

@ElonMuskNews47 TRUANT TROUT TUMULT TWIT TAINT

"Argentina, acá vive la Libertad" Tremendo.

@nicorioscenteno Bien por vos !!!! Yo tengo todo elmaíz de primera nacido !!!! A cruzar los dedos que la cantidad de agua que hay en el campo ayude a no llegar al cero.

En este momento. ¿Al final, hemos tenido suerte de que no pudimos largar las siembras por falta de una lluvia en octubre? La idea era largar con soja y girasol en los primeros días de octubre.

@pampaqq @lacha @AdrianRavier Por nada no se ganó en La Pampa y el color del mapa Argentino era más violeta que nunca. En el 2027 se les da.

@lacha @AdrianRavier Gran trabajo de Adrian recorriendo la provincia !!! Se nos escapó por nada 0,9 %….la próxima se ganan !!!

@pampaqq @AdrianRavier Felicitaciones !!! Adrian Ravier, gran elección y tremendo Quemú Quemú bastión productivo de la provincia

@MiltonFriedom5 Monzó, Manes, Stolbizer.

Otra noche de cogidos deluxe: Lopez Murphy Cachanovsky Maslaton Giacomini Etchepare Tetaz Lousteau Quien mas?