NGC_Trading

Grains Trader covering the MENA region

[zerohedge @zerohedge]

Scandal-Plagued KPMG To Cut Australian Workforce Following Government Contract Suspension https://t.co/vmpxWg4Pwu

[NGC_Trading @NgcTrading]

@realDonaldTrump Ça

[Karen Braun @kannbwx]

Yields for U.S. #corn and #soybeans come in a little above the trade estimates, though not by much. Nothing too surprising here relative to the expectations.

[Karen Braun @kannbwx]

Pro Farmer pegs U.S. #corn yield at 177 bu/acre, above USDA’s estimate of 174.6. They see better potential in these seven states except for Illinois and Ohio. Estimates consider tour data and other factors like crop maturity, and the national number considers non-tour areas.

[Darin D. Fessler ✝️ @DDFalpha]

#Corn & #Soybeans Acres v LY

[Karen Braun @kannbwx]

A deal has been offered to striking workers in #Argentina, but it does not appear to meet expectations.

Since last week, no #soybean trucks have entered terminals at Rosario port, which handles about 80% of Argentina’s farm exports.
https://t.co/Mz1NThAIcj

[Nassim Nicholas Taleb @nntaleb]

Localism, I keep saying. You don't replace a government that harms you with more government.

Self-organization and bottom up government. Take things into your own hands.

[NGC_Trading @NgcTrading]

Lebanon's wheat supply secure despite huge Beirut blast: sources https://t.co/y0yu5Fuc85

[NGC_Trading @NgcTrading]

Russia, Ukraine early harvest shows stable wheat quality: Cotecna https://t.co/HAfK3lTrkY

[NGC_Trading @NgcTrading]

Tensions rise on the Nile over Africa’s largest dam https://t.co/nn4ZanmvQ1 via @financialtimes

[NGC_Trading @NgcTrading]

Tesla to buy cobalt from Glencore for new car plants https://t.co/saRtYB3K6s via @financialtimes

[Andrey Sizov @sizov_andre]

Russia AgMin issues draft legislation that prevents traders from filing #grain declarations in advance. [That is a wide-spread practice with existing quota].

[Andrey Sizov @sizov_andre]

Russia is predicted to be extremely DRY in the next two weeks! [Not a big deal though after recent rains].

Recent weather has been not far from ideal for the new #wheat crop. More details in our weekly report and crop forecast: https://t.co/c54ba28YUw #agwx

[NGC_Trading @NgcTrading]

How Pierre Andurand became oil’s comeback kid https://t.co/n1ZBFmDdNP via @financialtimes

[Andrey Sizov @sizov_andre]

Stavropol (#3 Russia's wheat region). In our model, we estimate the yield in the region at 7 year low.

[NGC_Trading @NgcTrading]

Eleven Hedge Fund Traders Scored Big During Worst of the Crisis https://t.co/ofnhw93Sni

[Andrey Sizov @sizov_andre]

The exported volume included 19.8 million tonnes of #wheat, 27.5 million tonnes of #corn and 4.8 million tonnes of #barley. [We could see similar volumes in 20/21]

https://t.co/indimx8Wrk

[NGC_Trading @NgcTrading]

Pakistan: Imran Khan tackles sugar barons in push to hold on to power https://t.co/z3BXhKDJYl via @financialtimes

[NGC_Trading @NgcTrading]

Missing Bangkok, Paris tourists omen of global wheat demand collapse https://t.co/pc7RRqnfhs