zach kubesh

538 posts

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zach kubesh

zach kubesh

@zkubesh

Farmer in Eastern Montana. #406

Glendive, MT Katılım Temmuz 2010
109 Takip Edilen155 Takipçiler
Ryan Hofford
Ryan Hofford@rhofford·
After all that blowing soil controversy anyone want to sell me their protill cheap?
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zach kubesh
zach kubesh@zkubesh·
Can we start having a conversation about the weather mod in North Dakota and how we should be utilizing it in Montana? @GregForMontana @ADoricko
zach kubesh tweet media
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zach kubesh
zach kubesh@zkubesh·
@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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Andrey Sizov
Andrey Sizov@sizov_andre·
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
Andrey Sizov tweet media
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Governor Greg Gianforte
Governor Greg Gianforte@GovGianforte·
This Sunday, I hope all Montanans will join me in praying for rain as drought conditions intensify across Montana. Prayer is the most powerful tool we have. I ask all who are faithful to come to God with thanks and pray.
Governor Greg Gianforte tweet media
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Rainmaker Technology Corporation
Rainmaker Technology Corporation@RainmakerCorp·
Commercial-scale cloud seeding is just as much about operational excellence as it is about science. So this offseason is about becoming faster, smarter, and more efficient in every phase of our operations. Next winter starts right now. 🌨️
Rainmaker Technology Corporation tweet media
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zach kubesh retweetledi
Garrett Toay
Garrett Toay@agtradertalk·
KC Wheat shorts
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Mommar
Mommar@MisterCommodity·
boy if wheat wasn't up 40 i wonder how much corn would be down by.....
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Andrey Sizov
Andrey Sizov@sizov_andre·
Kansas #wheat hits limit-up CBOT wheat is several ticks below
Andrey Sizov tweet media
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zach kubesh
zach kubesh@zkubesh·
@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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Grains Gorilla
Grains Gorilla@GrainsGorilla·
CALL your farm advisor and get some bushels sold!!! Don’t listen to them. Just give them a % to sell. Reward the China rumors. Funds are going to have a hard time supporting these prices without a drought and weather looks ideal the next month.
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MT
MT@_TheMizzouTiger·
Me thinks the market is concerned about 26 and now 27 production issues. Get a $6 spring price in 27. Go all corn with high APh and buy up insurance and keep your input cost to $50/ac and move on.
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Mike Wasylyniuk
Mike Wasylyniuk@LowBoomLowDrift·
👀66ft single rank drill. 10 inch spacing. New delivery in Manitoba 👀
Mike Wasylyniuk tweet media
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zach kubesh
zach kubesh@zkubesh·
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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zach kubesh
zach kubesh@zkubesh·
@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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Josh Linville
Josh Linville@JLinvilleFert·
Question for everyone. Has anyone not been able to buy fertilizer this spring? I know prices are high. I know you might have to wait for it's delivery But has anyone been told "it does not exist to purchase today"? Edit: I also do not mean prices pulled after major events.
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Augustus Doricko
Augustus Doricko@ADoricko·
@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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Carpital Punishment
Carpital Punishment@GrandpaFishes·
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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zach kubesh
zach kubesh@zkubesh·
@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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Andrey Sizov
Andrey Sizov@sizov_andre·
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
Andrey Sizov tweet media
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bu/ac
bu/ac@buperac·
Canola breaking out. People finally realizing Canola needs 20% more urea than wheat?
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Andrey Sizov
Andrey Sizov@sizov_andre·
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
Andrey Sizov tweet media
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zach kubesh
zach kubesh@zkubesh·
@LowBoomLowDrift Pretty interesting concept. Enormous amount of weight for those tires it seems like.
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Mike Wasylyniuk
Mike Wasylyniuk@LowBoomLowDrift·
First new 66 foot Horsch Avatar in Sask.
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