Ferruzza Food & Feed Solutions

[zerohedge @zerohedge]

SECOND US SCREWWORM CASE CONFIRMED IN TEXAS: USDA

[Gage Ausmus @Gausmus47]

It’s not often I actually laugh out loud by myself but this clip right here made laugh out loud. All time.

[Elaine Shein @elaineshein]

DTN Weekly DDG Price: The average DTN spot price for domestic distillers dried grains (DDG) from 33 locations reporting for the week ended Jan. 29 was $162 per ton on average, unchanged versus one week ago. https://t.co/RXCJmJehPn

[Elaine Shein @elaineshein]

Jan. 1 Cattle Inventory Down Slightly From Year Ago https://t.co/68xQaKJEl8

[Karen Braun @kannbwx]

U.S. corn production comes in above expectations, soybean production lands slightly above.

[AcmeAcres.us @idahobeef]

Tyson just walked away from 400 farms.

Families are getting crushed under debt they can’t pay—because a corporate giant lost a lawsuit and bailed.

They told farmers six days before Christmas: no more birds. No more paychecks. You’re on your own.

We watched it happen from up here at https://t.co/K9A3PMAwf6, where we’ve done everything possible to stay free from those contracts.

No integrator. No middleman. No label we don’t own.

Because when the lawsuits come or the market flips, they walk.

Families have to live with the rubble.

That’s why we’re not just building a brand.

We’re building a lifeline that doesn’t collapse when the politics shift.

Acme Acres is Food Freedom. We’ll be here when it all collapses. @beefinitiative @modernTman

[Mike and Jeff show @AgrisAcademy @AgrisAcademy]

My Venezuela experience as head of trading in the region for Cargill.

Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people.
1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside
2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime.
3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal.
4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material
5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours.
6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable.
7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets
8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen
9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry.
10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings.

This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first.

Jeff Kazin
Former head trading Cargill

[Susan Stroud @SusanNOBULL]

The Weekender is out!

If there was ever any question if there was a correlation between changes in managed money’s net #corn position & price -this should clear up any confusion

Jul-Feb
+3.5bbu in length
Board⬆️~$1

Late Feb (initial tariff wipeout)-today
-2.5bbu
Board⬇️~65c

[Susan Stroud @SusanNOBULL]

Purely coincidental that old crop #soybeans seem to be following the same pattern as they did during Trump's 1st term in office

Note that we didn't dive headfirst into an all-out trade war until year #2 of his 1st term vs a mere 43 days into his term this time around

[Jack Krzewinski @JackKrzewinski]

Corn and Soybeans basis map

[GrainStats 🌾 @GrainStats]

CME Group announced it will launch a suite of micro grain and oilseed futures contracts on February 24, 2025, pending regulatory review.

These contracts will be cash-settled and one-tenth the size of the company's Corn, Wheat, Soybean, Soybean Oil and Soybean Meal futures.

-CME 🌐

[End Wokeness @EndWokeness]

HAHAHAHAHAHAHAHAHA

Kamala just pretended to call a voter but then accidentally showed her screen

She was on the camera app

[Karen Braun @kannbwx]

🇺🇸U.S. #corn ending stocks squeak in under 2 billion bushels, #soybeans were unchanged as the crop was virtually unchanged. #Wheat stocks drifted slightly lower.

[AccuWeather @accuweather]

The storm surge from Hurricane Milton along the Florida coast will be life-threatening, with some areas reaching 15-20 feet.

Watch the latest Chaos to Clarity with @AccuRayno: https://t.co/0GUBdVlTP1

[Ferruzza Food & Feed Solutions @FerruzzaFeeds]

https://t.co/GylWt5ZpOg

[Elaine Shein @elaineshein]

#EWG Sues #TysonFoods Over Alleged 'Greenwashing' of Climate-Smart #Beef Products - @ChrisClaytonDTN reports on what is being alleged and the statement Tyson sent DTN in response defending its environmental practices https://t.co/2RocsDBPTp

[Karen Braun @kannbwx]

U.S. #corn yield comes in slightly above the trade range of expectations and above USDA's August estimate. Yield for #soybeans is the same as in August, as expected.

[Ferruzza Food & Feed Solutions @FerruzzaFeeds]

A glimpse into SX24 price action during overnight/open

[GrainStats 🌾 @GrainStats]

the winning trade for the past 2 years 🌽