Greg

[Peak Trading Research @PeakTrading]

🚨 Agriculture exodus. 📉🌽🌾🌱

Crude Oil fell. Weather improved. June seasonals turned.

Funds headed for the exits.

One of the fastest hedge fund liquidations in years is underway.

Non-fundamentals matter. 📊✅

#agriculture #commodities #macromatters

[☈ Meteosureste @meteo_sureste]

Actualmente tenemos dos anomalías que llaman la atención a nivel mundial en la temperatura superficial del mar. Una es el incipiente evento de ElNiño , el cual se prevé que sea fuerte a muy fuerte, en el que el Pacífico tropical se calienta bastante por encima de su media. Las consecuencias son mundiales, especialmente en el continente americano y asiático. Sequías , inundaciones, cambios en el patrón habitual de lluvias.

La otra anomalía es la burbuja fría del Atlántico Norte o Cold Blob, el cuál se relaciona últimamente según estudios a una ralentización de la Amoc (corriente termohalina) lo peculiar es que lleva unas semanas ocupando una gran extensión. Cuando la amoc se ralentiza (que no colapsar) deja de llegar calor húmedo a Europa occidental, los inviernos son bastante más duros, se crea un área de altas presiones en el Atlántico Norte , sube el nivel del mar en la costa este de América del Norte, disminuyen las lluvias en el norte de Europa, entre otras consecuencias.

Hay múltiples estudios que hablan de un posible colapso de Amoc en unas decenas de años.
¿Estamos viendo el inicio?

[Greg @Greg_Insightag]

@sizov_andre I just saw this article: Russian wheat harvest may exceed 91 mln tons - forecast
https://t.co/gD6ffJCz0v

is this 91 MMT exaggerated?

[Mario Zelaya @mario4thenorth]

🚨 MAJOR BREAKING: Trump just signed an executive order that will functionally wall off the Canadian export economy from the United States.

Every Canadian company shipping to the US now must:

-Post much higher per shipment bonds

-Be CTPAT validated by US customs

-Disclose beneficial ownership & domestic assets

-Provide foreign tax IDs & detailed supply chain data

-Lose access to “informal entry” for low value shipments entirely

The reason?

Foreign importers can’t be trusted to comply with US law.

The trigger?

Canada’s documented failure to enforce its own forced labour ban.

80% of our exports go south.

The Prime Minster yesterday said “we expected this”

Canadians who export to the US sure as hell didn’t.

https://t.co/99Z5vdGUv4

[Greg @Greg_Insightag]

@SunWeatherMan Will this impact the farmers GPS systems.

[Gaurav kochar @gaurav_kochar]

🚨 Australia's crop outlook just took a major hit.

2026/27 production estimates are pointing to sharp declines across several key export crops:

🌾 Wheat: 26.7 MMT
⬇️ Down 9.4 MMT (-26%) vs last season

🌾 Barley: 14.1 MMT
⬇️ Down 2.5 MMT (-15%)

🌻 Canola: 6.2 MMT
⬇️ Down 1.5 MMT (-20%)

🧆 Chickpeas: 1.1 MMT
⬇️ Down 51% year-over-year

Only lentils show a small increase to 2.2 MMT (+3%).

For global grain and oilseed markets, this matters.

Australia is one of the world's largest exporters of wheat, barley and canola. A production drop of this magnitude removes millions of tonnes from export channels at a time when weather risks are increasing across multiple regions.

📉 Less Australian supply
📉 Smaller exportable surplus
📈 Higher competition among importers
📈 Greater upside risk for global grain & vegetable oil prices

The market isn't paying enough attention to how quickly global balance sheets could tighten if additional weather problems emerge elsewhere.

Australia just removed nearly 13 million tonnes of wheat, barley and canola production compared with last season.

That's not a small number.

🌾🔥

#Wheat #Canola #Barley #Chickpeas #Agriculture #AgTwitter #Commodities #FoodSecurity #Grains #CropWatch #Australia #CommodityMarkets

[Greg @Greg_Insightag]

@finalcactus @sizov_andre Most of Alberta is fine it was super dry before the rain. We had 3 inches and east they had closer to 4, However, north of hwy 16 (black soil zone) is slow from AB to MB.

[Greg @Greg_Insightag]

Since August 1-2025, Canola crush margins are up 149% and Soybeans Crush Margins is up only 71%.
This is largely a biofuel-driven vegetable oil boom story.

[Greg @Greg_Insightag]

Canola crush Margin is at roughly 375.

[Greg @Greg_Insightag]

As a key global exporter of soybean oil, Brazil saw its exports surge by a remarkable 47% year-on-year in April 2026—marking a 20-year high. https://t.co/1DhQU2Cpwb

[Greg @Greg_Insightag]

Australia's rapeseed production for the 2026/27 season at 6.181 million tonnes—a 19.5% decrease compared to the previous year. https://t.co/gGMm0Mo0Fd

[Greg @Greg_Insightag]

rapeseed production in the European Union for the 2026/27 marketing year. The estimate was cut by 300,000 tonnes to 20.3 million tonnes, down from 20.6 million tonnes projected a month earlier.https://t.co/ZjT2ExmgRp

[Wes Jones @realWesJones]

🚨 Dropped: ‘We’re Going Broke, Canada’ today, Facts & no filter.

A raw, fact-based track calling out the reckless spending, the ignored warnings from real experts, and the mess we’re being left with.

This one’s different.
Real numbers.
Real frustration.
Real hope that we can still turn it around.

The visuals hit different too 🔥

🎵 Listen + watch the full video now

If you’re tired of watching Canada get run into the ground while they keep spending like there’s no tomorrow…
Drop a 🔥

Tag someone who needs to hear this
And share it.

We’re Going Broke, Canada…

But we don’t have to stay that way.

[Greg @Greg_Insightag]

Looks like Alberta is in for a good shot of rain over the next few days..

[Greg @Greg_Insightag]

@timspringdale14 @MdMcLean1 Mix 50% diesel.

[Greg @Greg_Insightag]

Canada’s Wheat Production to Drop 10% in MY 2026/27 https://t.co/IKQ1gvdsik

[Greg @Greg_Insightag]

Cargill opens Regina canola facility, expanding market access for Canadian farmers https://t.co/tiNTpG1I8c

[Ryan Maue @RyanWeather]

Hunga Tonga volcanic eruption of water vapor into the stratosphere still affecting our weather today.

The upcoming Arctic blast into early May 2026 is actually a manifestation of H-T 🌋stratospheric polar vortex weakening.

So say climate scientists:

https://t.co/Y5AOzZkchE