Peter Meyer

Farmers do.

The horror!

@davidwidmar @drbrock37 From the looks of it, they’re paying current “replacement cost” unless they pre-bought obviously. The question currently is how many did not hedge and what that impact will be on 26 acres. Hard to tell.

@drbrock37 @openingprint I’m never sure what price farmers end up paying - the price when loaded onto the ship or prevailing prices when farmers ask for a price quote. Agree on next year- especially if natural gas prices (and shipping cost) are high

44% of US urea imports happen between March and May. Also relevant: — Around 1/3 of US urea is imported. — Urea accounts for 25% of US fertilizer usage.

@drbrock37 @davidwidmar Articles I’ve read suggest 30-45 days. Also stated was that supplies headed to US for spring planting would have had to leave in the January/February timeframe. IMO it’s a bigger deal for next Brazil crop cycle if it lasts.

@davidwidmar what is the transit time of urea that goes through the strait to the U.S.? ie. - what % of the urea we would import during this timeframe already in the middle of the Atlantic?

@ottoscholl @bendo2938 July/November doing July/Nov things. #widowmaker

@bendo2938 I think it is more of a big spec position being washed out.

New crop soybeans up 13 with the front unchanged may be a sign.

@NickEhlers01 If you say something over and over, you start to believe it.

I believe the kids call this “gaslighting “ ?

Watching the Sunday morning “news” programs, one thing is painfully obvious; partisanism has run over patriotism. I’m all for Freedon of Press/Speech, but IMO political rhetoric should take a back seat during conflicts rather than one in the front row.

@MaxROIFarmer Correct

@openingprint Would cover most people that live and own a home or apartment in New York won’t it?

Lot of moving companies going to be doing a lot of business

@ottoscholl Interesting thought. Throughout the history of mankind, while wars are often wrapped in the flags of ideology, religion, or "glory," the underlying engine is almost always a struggle over who gets to control the "stuff" needed to survive and thrive. Land, food, resources.

I had this thought. The fact so many people actively fight religious wars over the Holy Land, and even more revere it, might be the most damning indictment of atheism. It must be the origin of truth. (Turns off notifications) Good morning.

Cancel if close season is the most dangerous time of year, and the dumbest.

Crude trading at a premium to Brent is an interesting development.

23 tic range.

Who’s the patron saint of lost causes? Asking for a friend: corn. 11 tic range overnight with RBOB up 5%. Tell me again why year-round E-15 matters.

Fuckin a right. #USAHockey

@willmourds @grok What kind of backpack is he wearing?

US$ 380.000.000 milhões na conta. Ego? Zero. Keanu Reeves: o homem que conquista Hollywood e continua pegando metrô, dando gorjeta gigante pra equipe e tratando todo mundo como igual. Humildade nível máximo. 🥹👏🏻

@Grainmonster How many, Doug?

Soybean fund long 👀

@ambofgrain It was a comment on supposedly being farmer-friendly rather than environmentally friendly.

@openingprint In what way is E15 environmentally beneficial?

Decapitating the EPA as it pertains to greenhouse emissions regulations while supposedly supporting E15 would seem to be quite contradictory.