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Friday Cocktail and news going into mid January.

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    Friday Cocktail and news going into mid January.

    Canada seems to have landed a good deal for western farmers, while EV enthusiasts in the east can pick up Chinese-made electric cars for around $50,000. Tariffs might drop in March to about 6.4% on canola seed, though it’s unclear about canola oil, and it looks like peas and pork tariffs may disappear, while lobsters might not benefit much.

    We can all grab a Chinese-made EV that might last about as long as my knock-off Honda water pump or dirt bike that ended up at Evras.

    Meanwhile, Elon’s new super mini dish now offers 100G with the same $35 subscription, so why invest in a “made in Canada” Starlink when you could just buy the real deal and get coverage anywhere in the country?

    I missed the farm show in Saskatoon since I flew home Monday and we were hauling non-stop to the Yorkton crushers. Today wasn’t the best day to drive from Regina out to the farm—left at 6 and got there just before 8. It’s a 90 km drive. Our first loads canceled.

    From what I’m hearing, nothing is making money this year unless you can grow a massive crop every season—and that’s hardly realistic. Will AI end up replacing agronomists, farm specialists, tax planners, succession planners—you name it?

    I heard Bourgault has a kit for older drills, but I’m not exactly sure what it is.

    Big unload auger from Meridian i hear good things about it.

    Still not sure how Trump will react to the tariff situation with China. I’d bet the USA won’t allow anyone with a Chinese EV to enter the country. Also not sure how things will play out in March for the oilseed market with the USA, but maybe no one will notice.

    Doug Ford messed things up with his antics—what’s next, dumping canola oil? Ontario and Quebec need a wake-up call, and maybe it’s starting to happen.

    The housing market in Ontario is a mess, with minimal sales last month and plenty of nonsense from realtors, yet many homes are selling for $300,000 below asking. After all, a condo in Toronto isn’t worth millions, especially with an ice storm view. Homes in Florida are still a bargain, but with immigration from other states, prices there seem to be climbing again.

    Canola surged on the announcement but has since dropped, while soy isn’t having a great day. At one point, it was $651.00 a ton minus a 20 basis, coming to $14.31 a bushel. Not quite $15.00, but better than $12.

    Meeting with Coastal First Nations, a USA-funded group led by an individual from India, seems like a bit of a joke—but that’s liberals for you.

    Asked Grok what to grow and it basically said nothing’s profitable, even in Eastern Sask. Well, maybe not exactly, but the advice was half the farm in canola, a few acres of barley for malt, a few acres of peas, and the rest in HRS—skip the durum since wheat is your thing. Specialty snake oil sales might be slower this year with guys cutting back.

    One land sale’s wrapped up but no money’s moved after a month, and the second kicks off Monday. Land rent’s still high, but there might be a few cracks showing.
    The Angelic podcast drew a large audience, with many watching, trying to join, and waiting to get on. It was engaging, and I agreed with most of his points, except one—claiming that BTOs are better positioned to handle the next downturn compared to a family farm of 5,000 acres or more. If they’re overpaying for rent, then a family farm with paid-off land and favorable rent deals can offset any machinery advantage. With minimal margins on fuel, fertilizer, seed, and chemicals, there isn’t much of an edge over a 5,000-plus-acre operation.

    Oh well enjoy the day its clearing up maybe hit the road again to Yorkton.

    Lets have a drink tonight.

    Hot Lemon Toddy

    ?
    Ingredients (one serving):
    • 3/4 cup drinking water
    • 1 tsp raw honey
    • 2 oz bourbon or whiskey
    • 1 small bunch of thyme
    • 1/2 oz fresh-squeezed lemon juice
    • Twist or slice of washed, organic lemon to garnish

    Directions:

    In a mug, combine bourbon and lemon juice. In a saucepan or tea kettle, simmer water and half of thyme bunch for 1-2 minutes. Remove thyme. Add honey to herb-infused water and stir until combined. Remove from heat. Pour water mixture into mug. Garnish with twist or slice of lemon and remaining thyme.

    If i missed any news story please add and have a great friday.
    ?

    #2
    Soy having a rough day so any big gain we got this moring is getting wiped out real fast. The market always wins.

    Comment


      #3
      Doug ford just poured out a bottle of Canola oil. Oh my god.

      Meal is the same as peas and pork tariffs to zero. So the crushers are going to make money again.

      Comment


        #4
        Interesting how quick Doug Ford asked for auto sector support.

        No one in Saskatchewan politics was engaging on a support package, forcing farmers to burn equity.

        Comment


          #5
          I agree our groups can never figure it out we get hit and they all turn inward and agree with whats going on we can work it out. **** that we couldnt for over two years and two billion was lost to farmers.

          Comment


            #6
            Oh the federal court of appeal
            just ruled the Trudeau government didn’t need to enact the emergency act.

            the dumbest liberal to ruin canada never should of been elected.

            canola lifting again into the close

            Comment


              #7
              The folks who buy those electric cars were not likely going down south to visit Donald anyway. As for canola crushing our local plants have it pretty easy just throw out a limited tonnage contract and its filled right away and hauled whether its 35c above or -35c below. Bet its a bitch for managers trying to keep one running all the time in China.

              Comment


                #8
                So what will happen to the TURD?
                probably zero cuz Canadians will do SFA about it.

                Comment


                  #9
                  I agree the flake is gone and hopefully eastern canada wont elect a third idiot. Two were bad enough.

                  Comment


                    #10
                    Chinese EV’s aren’t really high on my radar, but is there even a distribution network/dealerships etc for these things here?
                    I have bought some replacement auto parts off of Amazon for simple repairs on my vehicles before, weird things like HVAC blend door actuators. They last a month before they fail, I can’t imagine an entire car made of Chinese engineered parts.

                    Comment

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