cmaynes

[cmaynes @csmaynes]

@leevalueroach 🤣 amazing post

[cmaynes @csmaynes]

@CRUDEOIL231 I’ll be in Sapporo those days and would love to meet!

[cmaynes @csmaynes]

@tleilax___ What price bands are you watching for on W5 for Aug / Oct?

[cmaynes @csmaynes]

@tleilax___ Sugar mills now incentivized to choose ethanol over raw. Let’s see if the same thing happens in Brazil, then SB 5 SB 11 📈

[cmaynes @csmaynes]

@tleilax___ Beautiful

[cmaynes @csmaynes]

@GavMcCracken Why WTI and not Brent?

[cmaynes @csmaynes]

@tleilax___ Thanks for sharing! What is this dashboard? Prop data provider?

[cmaynes @csmaynes]

@tleilax___ Not accurate - it’s just confining the airspace to certain entry and exit routes in the case of Iranian airspace being closed.

[cmaynes @csmaynes]

@Kacper_PK_CH Why ZW and not KE?

[cmaynes @csmaynes]

@tleilax___ Love this trade. Did you see feeder cattle today in the U.S.? Screwworm has devastated central and SA herds

[cmaynes @csmaynes]

@tleilax___ Also, which expiry do you like for MATIF wheat?

[cmaynes @csmaynes]

@tleilax___ Thx - I had thought France was looking decent after the heatwave. Kansas looking tough but other US states not as negative. On your London #5 sugar trade are you straight long futures or do you have a derivative trade on?

[cmaynes @csmaynes]

@tleilax___ What’s your read?

[cmaynes @csmaynes]

@gemoscatelli @CommodityGraham @JavierBlas https://t.co/J1J6H6VpPl

[cmaynes @csmaynes]

@CommodityGraham @JavierBlas Bro is a journalist, and an excellent one, not a commodity trader. Don’t project.

[cmaynes @csmaynes]

@Geo_papic @AndreasSteno *Needs to read Geopolitical Alpha and start using a constraints based framework*

[cmaynes @csmaynes]

@michaelxpettis I’m currently reading Changing Fortunes and highly recommend it.

[cmaynes @csmaynes]

@dampedspring No limit and the assembly 🤣👌🏼

[cmaynes @csmaynes]

@jukan05 Kyle Chan substack - High Capacity, CITIC and CLSA equity research, Jay Huang - Alliance Bernstein equity research