BULLBEAR

[BULLBEAR @Daddybe80950145]

@bradyhuck_ Well, need to thanks Trump on the soybeans China deal.
Hope beans don’t get stuck in IA instead of China ports

[Veeries_Official @VeeriesIntel]

Milho: a disputa pelo mercado de exportação já começou

Não faltam emoções para o mercado de commodities neste ano.

Com a safrinha prestes a entrar na colheita nos próximos meses, a pergunta central passa a ser: qual será, de fato, o espaço do Brasil no mercado de exportação?

[BULLBEAR @Daddybe80950145]

@SChaguri @roderix1966 @MatInvest1 @rlemos1415 Obrigação do pai é educar e orientar

[BULLBEAR @Daddybe80950145]

@GIROTTO Ferramentas de hedge

[BULLBEAR @Daddybe80950145]

@Samuelsworld Me conta onde o custo do nosso diesel importado entra nessa sua conta?

[BULLBEAR @Daddybe80950145]

It’s the best time to increase biofuel usage in US? And won’t china question if they need to buy 8 mmt (that was not in 3 months before, why changed?) why would US make even more expensive with the biofuels quotas?
Now most cheap oil that China buys are out of the market, because of US again.
It’s like you came to my bbq, bring a stupid friends, drink all the beer and pee in the grill.

[BULLBEAR @Daddybe80950145]

Help me out here.
China can’t buy cheap oil from Venz and Iran because US don’t want to.
Can’t buy cheap soybeans because US to
Funds long 300/350k contractssoybeans complex .
Will we ship the all the first 12 mmt?
Will we sell the new 8mmt?
#soybeans #oatt

[BULLBEAR @Daddybe80950145]

@jasonlbritt All about SBO

[BULLBEAR @Daddybe80950145]

@hugovaluation Tem crédito e pode vender parte do que tem de Vibra. E desejo deles.

[BULLBEAR @Daddybe80950145]

@Agricomp @GrainsGorilla Beans was cheaper last week then before the “original deal” so why not add some noise and help farmers? Buy some voters.

[BULLBEAR @Daddybe80950145]

Don’t forget that
• SAM still have to price in 200 mmt. They are under sold for this time frame
• ROW won’t buy a single bu from US
• “This season” could be just July/August, good luck being long waiting for china for that long
• Beans are buying bigger area now
• Plus, it’s an opportunity for bz farmer to price in some 2027 beans or jus short basis

[𝗔𝗴𝗿𝗶𝗰𝗼𝗺𝗽 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝗶𝗲𝘀 @Agricomp]

25/26 #Soybeans :

US #Soybeans record yields
BR #Soybeans record crop
World #Soybeans record output
World #Soybeans record carry out
Record spread between US/SAM fob prices.

And the board is trading near 11.50.
#oatt

[BULLBEAR @Daddybe80950145]

@EduardoVanin4 Maior demanda global ou menos exportações dos eua para resto do mundo?

[BULLBEAR @Daddybe80950145]

@Samuelsworld Paga quanto em Tabet eleita no governo de sp?

[BULLBEAR @Daddybe80950145]

@aledelara_ De grátis

[Marina Helena 3️⃣0️⃣0️⃣7️⃣ @marinahelenabr]

O ano está chegando ao fim e Lula completa 3 anos de mandato.

Veja os 10 recordes e as grandes “conquistas” desse governo.

Compartilhe!

[BULLBEAR @Daddybe80950145]

@aledelara_ Quero saber que ano faz 200?

[BULLBEAR @Daddybe80950145]

@ISU145 It isn’t easier and cheaper go for Paraguay/Uruguay even Brazil then US?
Is there any quality adjustments?