Discover and read the best of Twitter Threads about #grains

Most recents (10)

🧵We are a group of volunteers exploring existing and non-conventional options for moving #Ukrainian #grains, #wheat and #agricultural products into the #European #Railway Network for distribution to EU #Export terminals, primarily, but not exclusively on the #Danube Waterway.
Why, what's stopping this?

Similar to @Apple, @Microsoft or @Android Operating Systems, #Ukraine's and #Europe's #trains, #locomotives & #wagons operate on physically different track widths.

While having similar functionalities, they don't "play well with each other".
2/
Specifically, a Ukrainian train cannot travel on a European railway (track) and European trains cannot travel on Ukrainian railways.

The width, called "Gauge", between rails is different. Ukrainian is 1520mm wide, while European is 1435mm.
3/
Read 21 tweets
Citing the previous tweet
and adding more information hoping to help get a clear panoramic on increasing #foodprices and the increasingly looming narrative of #recession 👇
A massive backlog of #grains is piling up in #Ukraine to the tune of nearly 25 million tons due to "#infrastructure challenges" and blocked #ports in the #BlackSea, including #Mariupol - @Reuters reports 📰
reuters.com/world/europe/u…
#Ukraine was the fourth-largest corn exporter in the 2020/21 season and the sixth-largest #wheat exporter in the world, according to the #IGC (International #Grains Council).
igc.int/en/downloads/2…
Read 18 tweets
Precios agrícolas continuan disparados en Chicago x las importaciones chinas. Y no es x culpar al sospechoso habitual. Este articulo en el South China Morning Post refleja la enorme tensión y necesidades d importación d granos. Seguid el hilo #foodsecurity scmp.com/economy/china-…
"Food security is in reality a feedstock problem, because China cannot produce enough feed grains such as soybeans to support its large and rapidly growing livestock industry and thus must rely on imports.” #Agriculture #ChinaFood
Between January to March, China imported 6.7 million tonnes of corn, +438% (to the same period last year), according to customs data. Imports of wheat and barley both surged by +130%, while 21.1 million tn. of soybean were brought into the country in the same period, +19% #Grains
Read 6 tweets
1/ Thread: Commodities vs Hubris

Every commodity bull is wrestling with the same question at this moment: I'm seeing the best set up for a mega cycle in my life time, but I also see financial bubbles everywhere.

#shipping #grains #oil #uranium #Commodities
2/
Do I need to wait for a crash in markets before I go in or will I be late? Will markets rotate into cyclical or will my portfolio get wrecked when the hubris in ESG, tech and NFTs comes to an end?
3/
"History doesn't repeat it rhymes "- said so many times it has become a cliche.
We all look back at the internett bubble of the late 90's /early 20's. A tech boom followed by a crash in equities and eventually the beginning of a commodity mega cycle ending in 2008.
Read 11 tweets
In preparation for my slot on #SquawkBox yesterday, I sent the guys a few slides as a synopsis of my last, detailed subscriber report for the discussion.

I called it #Pyromania. Feel free to take a look

1/x

#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
Is it possible to overkill an act of overkill? #JeromePowell & #JanetYellen seem set to let us find out.

2/x
Not that they're alone in their folly, of course. The #ECB is outodoing them handsomely, while the #bankofengland is breaking records stretching back to its founding, 327 years ago.
#centralbanks
3/x
Read 10 tweets
1. OUT NOW: #LlafurNi (Our Grains) - a new short film from Gaia.

Watch our new 7 min short following #Welsh farmer Gerald Miles's quest to revive the rare black #oats his grandfather once grew!

#SeedWeek

🏴󠁧󠁢󠁷󠁬󠁳󠁿🌾👉 gaiafoundation.org/llafur-ni/ Image
2. #LlafurNi is a beautiful, uplifting film.

Narrated in #Welsh with English subtitles, it connects the revival of Welsh #grains with the revitalisation of #culture, land and #language. #SeedWeek.

Watch the film in full here: vimeo.com/489406001 Image
3. Produced by filmmaker and photographer Andy Pilsbury, #LlafurNi features Gerald from @CaerhysCOCA, @WalesSeedSov, as well as the seed knowledge and beautiful #folksinging voices of Iwan Evans Coedfadre and Owen Shiers.

#Diolch to them all! Image
Read 4 tweets
THREAD: After 4 years on my health journey (and having lost >50 lbs.), here are my top 20 weight loss and #health tips, things I really wish I had known 20 years ago. #LCHF
1. Stop the Sugar - Avoid #fructose, sucrose, lactose or pretty much anything else that ends in -ose. #Sugar causes blood glucose spikes, which raises your levels of insulin, the main fat-storage hormone.
2. Limit net carbohydrates to 50g or less daily. Lower is even better, shooting for 15g per meal. Calculate net #carbs by subtracting grams of fiber from total carbs.
Read 22 tweets
Daily Bookmarks to GAVNet 08/29/2020 greeneracresvaluenetwork.wordpress.com/2020/08/29/dai…
Opinion | Marc Benioff: We Need a New Capitalism - The New York Times

nytimes.com/2019/10/14/opi…

#capitalism #economics
Reopened Schools Find Health Risks in Water After Covid-19 Lockdowns - The New York Times

nytimes.com/2020/08/27/hea…

#risks #water #health #schools #lockdown
Read 7 tweets
5 part thread

Despite #ASF #China is still grain deficient and will need to rely on more and more imports to feed their people.

HIGHLY #RECCOREAD >>Propelled by U.S. Trade Talks, China Charts a Course to #Soybean Security
worldview.stratfor.com/article/propel… 1/5
In fact they have made recent deals with #Russia >>
China approves #wheat, #soy imports from Russia
reuters.com/article/us-usa… 2/5
And Brazil >>
#China Ramps Up #Brazil #Soybean Imports, Rebuffing U.S. Crops
bloomberg.com/news/articles/… 3/5
Read 5 tweets

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