zach kubesh
538 posts

zach kubesh
@zkubesh
Farmer in Eastern Montana. #406
Glendive, MT Katılım Temmuz 2010
109 Takip Edilen155 Takipçiler

Can we start having a conversation about the weather mod in North Dakota and how we should be utilizing it in Montana? @GregForMontana @ADoricko

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@sizov_andre They must be done eating bread. Bold move Turkey, walk when everyone else is running. All their fertilizer must not come through the straight of Hormuz?
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The #wheat market may be focused on the usual headlines.
But one of the most important short-term risks could be #Turkey.
Ankara could announce a #wheat import ban in June, and that matters well beyond Turkey itself.
Why this matters:
* Turkey is one of the top wheat importers in the world.
* Buyers across MENA have already covered a lot of nearby needs, but many are now cautious and waiting. If Turkey steps back, they hope that softer regional demand could weigh on prices.
* Turkey is a major buyer of Russian wheat. If that demand disappears, pressure on Russian wheat values could build, and Russia still sets the tone for much of the global export market.
That is why this is not just a Turkey story. It is a Black Sea and global wheat story.
We break down the import ban risk, what it could mean for Russian pricing, and how it may affect the broader wheat market in our latest report. We also updated Russian S&D and our global and local price projections:
sizov.report/reports/29913/…
#oatt #sizovreport #policy

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zach kubesh retweetledi

@MisterCommodity Kind of what someone would say if they are getting caught short…
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@GrainsGorilla Big drought in the west. Every feedlot in the corn belt is going to be full of feeders burning through dirt cheap corn. This grain train is going to run right over the paper traders and analysts.
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@_TheMizzouTiger kEeP yOuR iNpUt cOsT tO $50 … input cost of what ?
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@zkubesh Give butler equipment a ring down there. They have 1
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I’ve never seen a better example of weather modification working. It exists in North Dakota but none taking place in Montana. @ADoricko #rainmaker

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@JLinvilleFert Eastern Montana they actually have train cars sitting full that they can’t get unloaded yet. The great fertilizer panic of 26’
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@GrandpaFishes Sorry to hear that. Wisconsin? We don’t have any operations planned there in the foreseeable future but the conditions are ripe for seeding there
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Planted my food plot (deer food for hunting) last week.
Forecast said 2 days of rain, which i was planning on helping seat my seed in the ground and kick off growing.
It didn't rain.
@ADoricko send help.
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@sizov_andre North Dakota is one of the few states right now that has no coverage on the drought monitor. So I’m not understanding that rationale. Wheat is becoming a rotational crop anymore up here, and not the primary crop.
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Are we running out of high-quality #wheat?
Funds’ hard red spring wheat position just hit a record high. That could reflect weather risk, especially with moisture concerns in North Dakota, but also a broader concern that later-planted wheat may be more exposed to higher fuel and fertilizer costs.
Definitely a market to watch.
Thoughts?
#oatt #agwx #sizovreport

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@sizov_andre @grok how long until the impending worldwide food and feed shortage takes place ?
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From our recent report:
'High energy and fertilizer prices are likely to stay with us for at least the next few months, and possibly through the end of 2026. India is buying 2.5 tonnes of urea...It may pull in more buying at a time when supply is still constrained by a blocked Strait of Hormuz.
The implications for crops are growing. Everything sown from April onward is likely to feel the effect of higher fertilizer and fuel costs. We expect Australian #wheat area to fall by 10% or more as sowing begins. Some decline in #corn area also looks likely in the U.S., the EU, and Ukraine.
Weather is now becoming just as important as geopolitics. U.S. winter wheat remains in record-poor condition. Europe needs moisture. El Niño is increasingly the base case, raising the risk of lower yields in Australia and India, though Argentina could benefit.
There are bearish offsets too: better wheat prospects in Russia, Morocco and Turkey, plus still-large #wheat and #corn stocks in Ukraine.'
Full Trade and S&D report, including updated price outlook: sizov.report/?utm_source=tw…
#oatt #agwx

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@LowBoomLowDrift Pretty interesting concept. Enormous amount of weight for those tires it seems like.
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