Canola Rebound

[wheatking16]

A few high-blood pressure pills


Several stress pill prescriptions.


And just like that,


4 weeks later,


Canola is back trading at its pre-China Syndrome levels.


It's like nothing happened.

[bucket]

Can you take that chart back to Labour Day 2024 and correlate it to the fact that rationing should show up sooner than later.

[bucket]

Vehicles never went down in place and the auto sector is getting billions.

[wheatking16]

Can you take that chart back to Labour Day 2024 and correlate it to the fact that rationing should show up sooner than later.

I am unaware of a reliable method to measure rationing.

[shtferbrains]

Good to see.

How much did China buy at the discount?

Do you think that reflects the price rise that should be compensated if the government is covering potential losses due to tariffs?

[wheatking16]

Good to see.

How much did China buy at the discount?

Do you think that reflects the price rise that should be compensated if the government is covering potential losses due to tariffs?

1. No idea, but the futures market volume

2. I am not convinced that covering "potential" losses is necessary or prudent.

[shtferbrains]

1. No idea, but the futures market volume

2. I am not convinced that covering "potential" losses is necessary or prudent.

It seems to be happening in more vote fertile industries?

[TASFarms]

Price climb might enough to maintain acres. Lower soy acres south. Might be interesting come fall

[goalieguy847]

Direct to farm subsidies would be the WORST THING FOR CANADIAN FARMERS.

There really are no potential losses. If canada opened up " evs" from china.. and china dropped tariffs... .. then canola sky rockets... ( it wouldnt bcuz alot of acres are going to go in) ... will they want those subsidies back?
fundamentals havent changed.

Access to foreign markets hasnt changed for the big oilseed buyers.
No new soy/ canola crop coming anytime soon.

[blackpowder]

Wouldn't it be great to have weekly export sales reporting?