Discover and read the best of Twitter Threads about #CORN
Most recents (24)
🌽It's hard to tell 2023 (so far) apart from 2012 or 2013 on a new-crop #corn chart. Nearly identical.
But 2012 and 2013 are about to break up in a BIG way, and U.S. weather was the catalyst. Where 2023 heads depends on (much needed) Midwest rains in the coming weeks.
But 2012 and 2013 are about to break up in a BIG way, and U.S. weather was the catalyst. Where 2023 heads depends on (much needed) Midwest rains in the coming weeks.
Look at the 6-10 and 8-14 day U.S. weather outlooks from June 5, 2012 & 2023. Prices softened into June 2012 because weather outlooks weren't disastrous (yet). I'm not saying AT ALL (seriously) that 2012 is our eventual outcome, but I highly value reviews of past thinking.
Can't leave out fund positioning when comparing years. They weren't bearish #corn in 2013 until July, but they weren't too bullish in June 2012 or 2013. Bit of a different story now, but funds covered shorts at the end of May, potentially carrying through early June?
55 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
910 (+0) ships delivered carrying 28,268,984MT.
23May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
953 (+0) ships outbound carrying 30,290,085MT,
910 (+0) ships delivered carrying 28,268,984MT.
23May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
No ships left Ukraine on 23May, inspections reported today were:
Inbound 23May 4
Outbound 23May 1
There are currently only 43 ships underway to their final destination, down from over 100 earlier.
Inbound 23May 4
Outbound 23May 1
There are currently only 43 ships underway to their final destination, down from over 100 earlier.
56 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
910 (+3) ships delivered carrying 28,268,984MT.
22May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
953 (+0) ships outbound carrying 30,290,085MT,
910 (+3) ships delivered carrying 28,268,984MT.
22May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
No ships left Ukraine on 22May, inspections reported today were:
Inbound 22May 1
Outbound 22May 2
There are currently only 43 ships underway to their final destination, down from over 100 earlier.
Inbound 22May 1
Outbound 22May 2
There are currently only 43 ships underway to their final destination, down from over 100 earlier.
57 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
907 (+3) ships delivered carrying 28,155,484MT.
21May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
953 (+0) ships outbound carrying 30,290,085MT,
907 (+3) ships delivered carrying 28,155,484MT.
21May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
There are two ships outbound and not yet inspected.
No ships left Ukraine on 21May, inspections reported today were:
Inbound 21May 3
Outbound 21May 1
There are currently only 46 ships underway to their final destination, down from over 100 earlier.
Inbound 21May 3
Outbound 21May 1
There are currently only 46 ships underway to their final destination, down from over 100 earlier.
72 (12) days left in the Black Sea Grain Initiative,
936 (+2) ships outbound carrying 29,555,390MT,
870(+3) ships delivered carrying 26,548,754MT.
06May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative
936 (+2) ships outbound carrying 29,555,390MT,
870(+3) ships delivered carrying 26,548,754MT.
06May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative
Exports per Continent
Europe 40.1%
Africa 11.8%
Asia 48.1%
Europe 40.1%
Africa 11.8%
Asia 48.1%
Two ships left Ukraine on 06May, inspections reported today were:
Inbound 05May 1+, 06May 1
Outbound 06May 2
Inbound 05May 1+, 06May 1
Outbound 06May 2
73 (13) days left in the Black Sea Grain Initiative,
934 (+2) ships outbound carrying 29,502,381MT,
867(+3) ships delivered carrying 26,428,041MT.
05May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative
934 (+2) ships outbound carrying 29,502,381MT,
867(+3) ships delivered carrying 26,428,041MT.
05May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative
29.5Million MT of agricultural products including 14.8Million MT of corn, that’s a lot of grain.
Two ships left Ukraine on 05May, inspections reported today were:
Inbound 05May 2
Outbound 05May 1
Inbound 05May 2
Outbound 05May 1
74 (14) days left in the Black Sea Grain Initiative,
932 (+2) ships outbound carrying 29,437,381MT,
864(+0) ships delivered carrying 26,344,721MT.
04May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
932 (+2) ships outbound carrying 29,437,381MT,
864(+0) ships delivered carrying 26,344,721MT.
04May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
Exports per Country
China 22.7%
Spain 17.9%
Türkiye 10.2%
China 22.7%
Spain 17.9%
Türkiye 10.2%
Two ships left Ukraine on 04May, inspections reported today were:
Inbound 04May 2
Outbound 04May 0
Inbound 04May 2
Outbound 04May 0
77 (17) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
858 (+4) ships delivered carrying 26,083,924MT.
01May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
926 (+0) ships outbound carrying 29,217,856MT,
858 (+4) ships delivered carrying 26,083,924MT.
01May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
Two days in a row no ships have left the Odesa area ports.
No ships left Ukraine on 01May, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2
Inbound 30Apr 3
Outbound 30Apr 2
78 (18) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
854 (+2) ships delivered carrying 25,875,245MT.
30Apr
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
926 (+0) ships outbound carrying 29,217,856MT,
854 (+2) ships delivered carrying 25,875,245MT.
30Apr
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
Over 8Million MT of wheat and nearly 15Million MT of corn have left the Odesa area ports in the first nine months of the Black Sea Grain Initiative.
No ships left Ukraine on 30Apr, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2
Inbound 30Apr 3
Outbound 30Apr 2
79 (19) days left in the Black Sea Grain Initiative,
926 (+2) ships outbound carrying 29,217,856MT,
852 (+2) ships delivered carrying 25,796,075MT.
29Apr
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
926 (+2) ships outbound carrying 29,217,856MT,
852 (+2) ships delivered carrying 25,796,075MT.
29Apr
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…
As we near Russia’s implied closure date we’re seeing a lack of ships in Odesa area ports. Between Russian shenanigans and ship owners being wary of being caught in port during a closure there is a lack of traffic.
Two ships left Ukraine on 29Apr, inspections reported today were:
Inbound 29Apr 0
Outbound 29Apr 3
Inbound 29Apr 0
Outbound 29Apr 3
105 (45) days left in the Black Sea Grain Initiative,
871 (+3) ships outbound carrying 26,768,433MT,
788 (+2) ships delivered carrying 22,986,027MT.
03Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
871 (+3) ships outbound carrying 26,768,433MT,
788 (+2) ships delivered carrying 22,986,027MT.
03Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
Jordan holds the title of the country who has taken delivery of the smallest load, 5,230 MT of barley.
Two ships left Ukraine on 03Apr, inspections reported today were:
Inbound 03Apr 2
Outbound 03Apr 3
Inbound 03Apr 2
Outbound 03Apr 3
106 (46) days left in the Black Sea Grain Initiative,
868 (+5) ships outbound carrying 26,671,783MT,
786 (+3) ships delivered carrying 22,872,827MT.
02Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
868 (+5) ships outbound carrying 26,671,783MT,
786 (+3) ships delivered carrying 22,872,827MT.
02Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
At sea but not yet delivered, we currently have corn leading the way with 2.4Million MT, over 3x the next closest grain, wheat at 734K MT.
Five ships left Ukraine on 02Apr, inspections reported today were:
Inbound 02Apr 1
Outbound 02Apr 3
Inbound 02Apr 1
Outbound 02Apr 3
107 (47) days left in the Black Sea Grain Initiative,
863 (+3) ships outbound carrying 26,441,768MT,
783 (+2) ships delivered carrying 22,674,697MT.
01Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
863 (+3) ships outbound carrying 26,441,768MT,
783 (+2) ships delivered carrying 22,674,697MT.
01Apr
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
78% of exported sunflower meal has gone to China, 32% of sunflower oil has gone to India and 30% of rapeseed has gone to Belgium.
Three ships left Ukraine on 01Apr, inspections reported today were:
Inbound 01Apr 4
Outbound 01Apr 3
Inbound 01Apr 4
Outbound 01Apr 3
108 (48) days left in the Black Sea Grain Initiative,
862 (+2) ships outbound carrying 26,438,618MT,
781 (+1) ships delivered carrying 22,554,348MT.
31Mar
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
862 (+2) ships outbound carrying 26,438,618MT,
781 (+1) ships delivered carrying 22,554,348MT.
31Mar
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
China holding still at 22%.
Two ships left Ukraine on 31Mar, inspections reported today were:
Inbound 31Mar 4
Outbound 31Mar 2
Inbound 31Mar 4
Outbound 31Mar 2
1/
YES, even #CORN is a HIDDEN mystery and may find its origins in #Tartarian horticulture
Lets go..
First lets get the Official Narrative out of the way, shall we?
"Corn was first domesticated by native peoples in southern Mexico about 10,000 years ago."
~The end
Egypt👇
YES, even #CORN is a HIDDEN mystery and may find its origins in #Tartarian horticulture
Lets go..
First lets get the Official Narrative out of the way, shall we?
"Corn was first domesticated by native peoples in southern Mexico about 10,000 years ago."
~The end
Egypt👇
🗓 Daily #Macro & Market Recap 📰 Let's dive into a quick thread recapping some of today's market moving events 🗞, data 📝, & charts 📈📉 for Friday (03/03/23)… 🧵/👇🏼
$SPY $SPX ⬆️✅
$QQQ $NDX ⬆️✅
$DIA $DJIA ⬆️✅
$IWM $RUT ⬆️✅
#stocks #StockMarket #bonds #macro
$SPY $SPX ⬆️✅
$QQQ $NDX ⬆️✅
$DIA $DJIA ⬆️✅
$IWM $RUT ⬆️✅
#stocks #StockMarket #bonds #macro
1/🧵 Daily #StockMarket Sector Performance:
🍽 $XLP ⬆️✅
🏥 $XLV ⬆️✅
🏘 $XLRE ⬆️✅
📡 $XLC ⬆️✅
🛢 $XLE ⬆️✅
🏭 $XLI ⬆️✅
🤖 $XLK ⬆️✅
🏨 $XLY ⬆️✅
🏦 $XLF ⬆️✅
🪵 $XLB ⬆️✅
⚡️ $XLU ⬆️✅
🍽 $XLP ⬆️✅
🏥 $XLV ⬆️✅
🏘 $XLRE ⬆️✅
📡 $XLC ⬆️✅
🛢 $XLE ⬆️✅
🏭 $XLI ⬆️✅
🤖 $XLK ⬆️✅
🏨 $XLY ⬆️✅
🏦 $XLF ⬆️✅
🪵 $XLB ⬆️✅
⚡️ $XLU ⬆️✅
2/🧵 Daily 🇺🇸 🏦 Treasury Market & Currency Performance: 💵💴💶💷
$DXY ⬆️✅
$TLT ⬆️✅
$HYG ⬆️✅
3mo ⬆️✅
2yr ⬇️🔻
10yr ⬆️✅
30yr ⬆️✅
#bonds #interestrates #Currencies #macro
$DXY ⬆️✅
$TLT ⬆️✅
$HYG ⬆️✅
3mo ⬆️✅
2yr ⬇️🔻
10yr ⬆️✅
30yr ⬆️✅
#bonds #interestrates #Currencies #macro
54 days left in the Black Sea Grain Initiative,
674(+1) ships outbound carrying 18,382,020MT,
591 (+2) ships delivered carrying 14,857,866MT.
24Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
674(+1) ships outbound carrying 18,382,020MT,
591 (+2) ships delivered carrying 14,857,866MT.
24Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Spain has the highest tonnage imported but is only second in number of ships at 88.
One ship left Odesa on 24Jan. Four inbound and a unknown number of outbound inspections were completed today.
55 days left in the Black Sea Grain Initiative,
673(+2) ships outbound carrying 18,372,920MT,
589 (+1) ships delivered carrying 14,857,866MT.
23Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
673(+2) ships outbound carrying 18,372,920MT,
589 (+1) ships delivered carrying 14,857,866MT.
23Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
While Türkiye is third in percentage of grains imported they have had, by nearly double, the largest amount of ships deliver to their ports, 166.
Two ships left Odesa on 23Jan. Two inbound and four outbound inspections were completed today, one more could not be completed due to lack of time and another was not prepared.
56 days left in the Black Sea Grain Initiative,
671(+3) ships outbound carrying 18,330,360MT,
588 (+2) ships delivered carrying 14,792,632MT.
22Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
671(+3) ships outbound carrying 18,330,360MT,
588 (+2) ships delivered carrying 14,792,632MT.
22Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Spain continues to be the largest importer of wheat at 25.7%, the next closest is Turkey at 16.2% but a large portion of the wheat that Turkey imports is processed into flour and then re-exported.
Three ships left Odesa on 22Jan. Five inbound and two outbound inspections were completed today, one more could not be completed due to fumigation.
62 days left in the Black Sea Grain Initiative,
652(+2) ships outbound carrying 17,500,711MT,
576 (+3) ships delivered carrying 14,367,732MT.
16Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
652(+2) ships outbound carrying 17,500,711MT,
576 (+3) ships delivered carrying 14,367,732MT.
16Jan
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Which country has the largest number of shipments as part of the Black Sea Grain Initiative? Unsurprisingly it’s Türkiye. Because Türkiye processes a lot of the grains before they are exported they are the destination for 163 ships and have a higher volume of smaller loads.
Two ships left Odesa on 16Jan. There are five loaded ships at anchor near Odesa and six ships are inspected and waiting to transit the humanitarian corridor towards Odesa.
RETROSPECTIVA #MILHO 2022 - EM 4 GRÁFICOS
O ano de 2022 foi muito dinâmico para as commodities agrícolas. Clima, guerra e economia impactaram os comportamentos dos mercados e dos preços.
Trago aqui alguns gráficos para tentar ilustrar um pouco disso.
#Corn #oatt #Commodities
O ano de 2022 foi muito dinâmico para as commodities agrícolas. Clima, guerra e economia impactaram os comportamentos dos mercados e dos preços.
Trago aqui alguns gráficos para tentar ilustrar um pouco disso.
#Corn #oatt #Commodities
1) COTAÇÃO EM CHICAGO
No começo do ano, o milho seguia seu comportamento sazonal de preços. O 1º destaque no gráfico indica o início do conflito na Ucrânia. Apesar de forte volatilidade nos primeiros dias, o preço seguia a sazonalidade de alta.
No começo do ano, o milho seguia seu comportamento sazonal de preços. O 1º destaque no gráfico indica o início do conflito na Ucrânia. Apesar de forte volatilidade nos primeiros dias, o preço seguia a sazonalidade de alta.
O 2º destaque indica o momento do estabelecimento do acordo de escoamento de grãos. Vê-se um alívio nas tensões do mercado com uma queda acentuada nas cotações, porém ainda assim um movimento esperado, uma vez que os preços caminham para a sazonalidade de baixa nesse momento.
There Goes My Hero—The Man In The Mirror …
All done the way it has been as comms, to show the world—Done so the world wouldn’t fall for all propaganda, false prophets & lies ..
“Old does not mean dead,
New does not mean best” ..
- ALL OUT LIFE
All done the way it has been as comms, to show the world—Done so the world wouldn’t fall for all propaganda, false prophets & lies ..
“Old does not mean dead,
New does not mean best” ..
- ALL OUT LIFE
Shane Me/FATHER
Just an Ordinary Son who cares.
#HAWK Ins
Stranger Things
Tony Hawk 🛹
The Masked Singer Hawk was the elephant.
Ty Cobb eye to eye with Babe Ruth photo, Cobb wearing the elephant jersey.
#CORN & #COBB Were pardoned on thanksgiving.
I was pardoned just for
Just an Ordinary Son who cares.
#HAWK Ins
Stranger Things
Tony Hawk 🛹
The Masked Singer Hawk was the elephant.
Ty Cobb eye to eye with Babe Ruth photo, Cobb wearing the elephant jersey.
#CORN & #COBB Were pardoned on thanksgiving.
I was pardoned just for
Being myself ..
[THEY]/corruption within Government were trying to bring me down however [they] could, even if it meant arrest me & kill me in jail for doing nothing wrong …
[THEY] have wanted me dead before I was ever born & made it known within EVERYTHING evil has done.
[THEY]/corruption within Government were trying to bring me down however [they] could, even if it meant arrest me & kill me in jail for doing nothing wrong …
[THEY] have wanted me dead before I was ever born & made it known within EVERYTHING evil has done.
119 days left in the Black Sea Grain Initiative,
483 (+3) ships outbound carrying 11,586,708MT,
398 (+4) ships delivered carrying 8,517,233MT.
20Nov
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
483 (+3) ships outbound carrying 11,586,708MT,
398 (+4) ships delivered carrying 8,517,233MT.
20Nov
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Another day, another load of 66,000MT of corn headed to China.
And a new chart!
And a new chart!
Three ships transited out of the humanitarian corridor on 20Nov and four ships transited in.
120 days left in the Black Sea Grain Initiative,
480 (+5) ships outbound carrying 11,489,106MT,
394 (+4) ships delivered carrying 8,405,358MT.
19Nov
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
480 (+5) ships outbound carrying 11,489,106MT,
394 (+4) ships delivered carrying 8,405,358MT.
19Nov
🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Another day, another load of 62,843MT of sunflower meal headed to China.
Five ships transited out of the humanitarian corridor on 19Nov and no ships transited in.
