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    Meanwhile in markets...

    Oilseeds don’t know wether to shit or go blind and wheat continues to go up because “just in time “ supplies are completely out the window now. Big crop or not , seeding or not it’s all about shipping now from one of the major makers in the entire world .
    Last edited by furrowtickler; Mar 4, 2022, 01:13.

    #2
    Originally posted by furrowtickler View Post
    Oilseeds don’t know wether to shit or go blind and wheat continues to go up because “just in time “ supplies are completely out the window now. Big crop or not , seeding or not it’s all about shipping now from one of the major makers in the entire world .
    Wheat and Corn are most at risk as Ukraine production of Soy is small relative to wheat and Corn in the Ukraine.

    Apparently all the 6 reactors are shut down now in the nuclear plant that was bombed by the Russian forces.

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      #3
      Originally posted by TOM4CWB View Post
      Wheat and Corn are most at risk as Ukraine production of Soy is small relative to wheat and Corn in the Ukraine.

      Apparently all the 6 reactors are shut down now in the nuclear plant that was bombed by the Russian forces.
      Sunflower oil is the much bigger story. Biggest producer and exporter.

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        #4
        Malaysian Palm Oil down hard. Getting harder to pick the winners and losers. I keep taking a little off the table on each big move.

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          #5
          Originally posted by TOM4CWB View Post
          Wheat and Corn are most at risk as Ukraine production of Soy is small relative to wheat and Corn in the Ukraine.

          Apparently all the 6 reactors are shut down now in the nuclear plant that was bombed by the Russian forces.
          Soy production isn't as big as sunflower acreage there. Sunflower reportedly one of the largest growers in the world. So if that acreage is threatened or down, it still hugely affects oilseed values.

          They are starting to put nitrogen on their wheat acres right about now, being a few weeks ahead of our growing season.

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            #6
            Just did a load of corn for May at $9.12 fob my bin. Never before. Shoulda done more? Time will tell.

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