Conti Commodities

Agriculture, energy, diesel power, gluten flour. Laissez-faire.

[Conti Commodities @Edsterling4]

@ThomBrady5 Price of admission?

[Conti Commodities @Edsterling4]

@CanadianPolling Nothing. Nothing happens. Lots of talk though. Photo ops, headlines.

[Conti Commodities @Edsterling4]

@MSGCapital They still sell. But they're right then they have someone to sell it to.

If theyre wrong then it gets disorderly.

[Conti Commodities @Edsterling4]

@ir_rezaee Wait don't tell me... You're going to close the Strait of Hormuz?

[Conti Commodities @Edsterling4]

@LeeFortin Just tell them that "freight spreads got wider". They'll understand.

[Conti Commodities @Edsterling4]

@steve_joco @SantiagoAuFund Atlantic ocean begs to differ

[Conti Commodities @Edsterling4]

@willthiel @JayinKyiv @atrupar Russia was the second largest exporter of diesel the world.

[Conti Commodities @Edsterling4]

@SamKovX As it happened crude rallied $7

When it was reported profit was taken.

Buy headlines and you'll end up selling newspapers.

[Conti Commodities @Edsterling4]

@MisterCommodity Funds record long a record large bean crop and 2nd largest corn crop heading into a global economic contraction.

[Conti Commodities @Edsterling4]

@Grainmarket67 @DDFalpha First day of fall is Sept 22

[Conti Commodities @Edsterling4]

@mkdduck @robertjabalos @BobLonsberry

[Conti Commodities @Edsterling4]

@daddy_hedge @GrainsGorilla Apparently last week it needed rain. Now it's too late? Ok.

[Conti Commodities @Edsterling4]

@kcullen_c @mario4thenorth You are living in the past.

[Conti Commodities @Edsterling4]

@GrainsGorilla Watch funds sell a bullish wasde. How else are they going to get exit liquidity?

[Conti Commodities @Edsterling4]

@MPelletierCIO US revised July sharply higher, June as well.

[Conti Commodities @Edsterling4]

@HcWow3735 @MPelletierCIO @grok Probably oilpatch related manufacturing

[Gerardo Moscatelli @gemoscatelli]

Remember this is not a commodities demand supercycle.
This is an unprecedented dirsruption of the global supply of commodities that is leading to real physical shortages resulting in the systemic destruction of the economy and civilized society.

[Conti Commodities @Edsterling4]

@JasonBohlke @SoybeanTrader88 I don't think they want to dump it but with big carries time works against the position and they get alot more sensitive. Fund long is big but the farmer long is bigger and harvest is coming.

[Conti Commodities @Edsterling4]

@SoybeanTrader88 @JasonBohlke How long do they want to roll through the carry though?

[Conti Commodities @Edsterling4]

@SusanNOBULL SREs were released?