Toms Mathew

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[Dhruv Rathee @dhruv_rathee]

I was not arrested or detained, I was KIDNAPPED.

Thank you for your support, here's the full story 👇

[TankerTrackers.com, Inc. @TankerTrackers]

Dubai, UAE in 1984, 1994, 2012 and 2026.

(Google Earth)

[Gaurav kochar @gaurav_kochar]

🚨 BREAKING: Global shipping risk just escalated

A Thai-flagged cargo ship hit in the Strait of Hormuz has now run aground near Iran’s Qeshm Island after an explosion onboard.

🔥 Fire in engine room
👥 Crew rescued, some still missing
⚠️ Civilian ships now direct targets

This comes amid rising tensions between Iran, Israel and regional forces.

20% of global oil flows through this chokepoint.

This isn’t just a war headline —
It’s a global energy & supply chain shock unfolding in real time.

[Gaurav kochar @gaurav_kochar]

BREAKING: INDIA’S RICE PIPELINE JUST HIT A WALL.

10 LAKH TONNES of basmati sitting unsold.
Warehouses full. Ports jammed. Ships not moving.

Why?

Because India’s biggest buyers are locked behind a war zone.

Top importers:
• Saudi Arabia — #1 buyer
• Iraq
• Iran

Together, West Asia accounts for ~50%+ of India’s basmati exports (The New Indian Express)

And right now?

→ Shipping routes disrupted
→ Insurance withdrawn
→ Freight costs doubled
→ Payments uncertain

Result:

Nearly 4 LAKH TONNES already stuck at ports or in transit (Outlook Business)
More piling up daily.

And here’s the real problem:

This rice has NOWHERE ELSE TO GO.

Europe & the US don’t consume the same basmati varieties.
Demand is region-specific. Taste-specific. Market-specific.

So supply exists.
Demand exists.

But the ROUTE between them is broken.

That’s how crises actually work.

Not shortage of food—
but breakdown of movement.

For India, this means:

• Prices falling in mandis
• Exporters bleeding cash
• Farmers at risk next season

For the world?

Another signal:

Energy disrupted → Fertiliser disrupted → Food trade disrupted

Same chokepoints. Same pattern.

The rice isn’t missing.

It’s trapped.

[Gaurav kochar @gaurav_kochar]

A decrease in the import duty will lead to a reduction in the landed cost of gold and silver, making them cheaper for consumers.

This could result in a drop in domestic prices, making gold and silver more attractive to buyers.

[Andrey Sizov @sizov_andre]

So many wrong takes on the Black Sea #graindeal. Here’s what you need to know if you trade #wheat (and #corn) as of today:

* Odesa shipments are over. The chance was high that the Kremlin would stop the grain deal and show everyone that they should stay away from Odesa. We gave a heads-up about such a scenario last week after the first light attack on Odesa and Putin’s angry interview (the market/media missed that – everyone was watching the NATO forum).

* Despite what the media/politicians are telling you, Odesa shipments are not a game-changer now. Ukraine can ship 40+ mmt of grain via other routes, and that more or less matches their 23/24 export potential.

* Other export routes are the Danube and via land to the EU. The almost-forgotten Danube has been expanding rapidly since the start of the war. In recent weeks for the first time, they loaded two handysize ships (17K)

* Is the Danube safe? We don’t know. Russia threatened all vessels in the Black Sea going to Ukrainian terminals, so that could potentially include ships going to the river. Some vessel owners are cautious and prefer not to send ships there currently, but overall the navigation is still active, and local traders are actively buying at CPT Reni/Izmail/Kilia.

* Potential attack on the Danube terminals could be a game-changer. Watch this carefully. Is it likely to happen? The chance is not negligible but low, the Kremlin clearly doesn’t want to mess with NATO, and Romania is very close. What is concerning is that Russian propagandists, who were happy about the Odesa attacks, are now starting to talk about the Danube…

* Potential escalation could come from the Ukrainian side. We do doubt that they would openly attack vessels going to Russian ports, but some attempts to disrupt the shipments are possible (ie more attacks on the Crimean bridge impacting Russian shipments from Azov…or Novorossiysk). If something big happens here, we could see a rally similar to Feb-Mar 2022….Russia has almost 50mmt+ of wheat to ship.

* A potential path to de-escalation? It also exists….we will be watching Erdogan. We do believe that Moscow and Ankara discussed the end of the grain deal some time ago – Ankara clearly wasn’t surprised. We also know that Erdogan still likes the deal and has a lot of leverage over Moscow.

* Trade / hedge accordingly.

* Support by reshare & follow and check what we offer at https://t.co/8gTnMNZzdZ.

#oatt

[Chuck_Penner @LeftFieldCR]

Doesn't look like the Aussies are running out of lentils just yet. Yoink!

[Satish Upadhyay @satish90980234]

Government imposes stock limits on tur and urad dal to control prices - The Hindu BusinessLine https://t.co/xfDubw21ZN

[Jatin Singh @JATINSKYMET]

Models are indicating a very powerful heatwave fairly soon. Seems that that temperatures will start crossing 40°C by end of the first week of April. 15 day maximum temperature forecast. @Mpalawat @SkymetWeather @ziahaq @vinsonkurian

[GPC @GlobalPulsesGPC]

"Today, the lentil is on the front lines. This time, against climate change. While startups scramble to engineer a sustainable protein, from lab-grown meat to fake burgers, lentils are a ready solution."

@USAPulses
https://t.co/VKLPbFWWiz

#GPC #LovePulses

[Toms Mathew @mathewtoms]

Anti-inflation!

[Chuck_Penner @LeftFieldCR]

Hmm, this is probably nothing, but...

[Chuck_Penner @LeftFieldCR]

Hmm, this is probably nothing, but...

[Mikhail Khodorkovsky @khodorkovsky_en]

World’s largest shipping company has left Russia.The move represents a full departure from the sanctions-hit country. Maersk has stopped accepting new bookings on all of its services to and from 🇷🇺 and will sell all of its assets in 🇷🇺 following its annual meeting of shareholders

[Toms Mathew @mathewtoms]

Glad to chat with the GPC on the pulses trade in Dubai #globalpulses #pulses22

https://t.co/KNUMBjG3u4

[Synkovska @LSynkovska]

“This is the map of my country. The stars denote cruise missile strikes. All around the country, including my home city of Dnipro. The strikes are ongoing.
We will stand tall.” M.Handoga
#russiaisinvading

[Toms Mathew @mathewtoms]

@two_hills Looking for cif jebel Ali

[Toms Mathew @mathewtoms]

U.N. climate change report sounds 'code red for humanity' https://t.co/yNl8WvSQAN

[@MedWave Shipping Services - Libya 🇱🇾 @MedWave1]

#Shipping #Containers #Holidays

We found this very appropriate funny picture for the weekend given the current ‘holidays’ mess in #Europe & the Historically sky high #Containers global freight rates , both due to #Covid_19 - Our🙏to Paul Thomas and the Daily Mail UK. Enjoy 😊

[INVESTMENT HULK @INVESTMENTSHULK]

THE PINACLE OF HUMAN CIVILIZATION.