Discover and read the best of Twitter Threads about #corn

Most recents (24)

🌽It's hard to tell 2023 (so far) apart from 2012 or 2013 on a new-crop #corn chart. Nearly identical.
But 2012 and 2013 are about to break up in a BIG way, and U.S. weather was the catalyst. Where 2023 heads depends on (much needed) Midwest rains in the coming weeks. Image
Look at the 6-10 and 8-14 day U.S. weather outlooks from June 5, 2012 & 2023. Prices softened into June 2012 because weather outlooks weren't disastrous (yet). I'm not saying AT ALL (seriously) that 2012 is our eventual outcome, but I highly value reviews of past thinking. ImageImage
Can't leave out fund positioning when comparing years. They weren't bearish #corn in 2013 until July, but they weren't too bullish in June 2012 or 2013. Bit of a different story now, but funds covered shorts at the end of May, potentially carrying through early June? Image
Read 5 tweets
55 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
910 (+0) ships delivered carrying 28,268,984MT.
23May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
ImageImageImageImage
No ships left Ukraine on 23May, inspections reported today were:
Inbound 23May 4
Outbound 23May 1
There are currently only 43 ships underway to their final destination, down from over 100 earlier. ImageImage
Read 8 tweets
56 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
910 (+3) ships delivered carrying 28,268,984MT.
22May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
ImageImageImageImage
No ships left Ukraine on 22May, inspections reported today were:
Inbound 22May 1
Outbound 22May 2
There are currently only 43 ships underway to their final destination, down from over 100 earlier. ImageImage
Read 9 tweets
57 days left in the Black Sea Grain Initiative,
953 (+0) ships outbound carrying 30,290,085MT,
907 (+3) ships delivered carrying 28,155,484MT.
21May
🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
There are two ships outbound and not yet inspected. ImageImageImageImage
No ships left Ukraine on 21May, inspections reported today were:
Inbound 21May 3
Outbound 21May 1
There are currently only 46 ships underway to their final destination, down from over 100 earlier. ImageImage
Read 11 tweets
72 (12) days left in the Black Sea Grain Initiative,
936 (+2) ships outbound carrying 29,555,390MT,
870(+3) ships delivered carrying 26,548,754MT.
06May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative Image
Exports per Continent

Europe 40.1%
Africa 11.8%
Asia 48.1% ImageImageImageImage
Two ships left Ukraine on 06May, inspections reported today were:
Inbound 05May 1+, 06May 1
Outbound 06May 2 ImageImageImage
Read 10 tweets
73 (13) days left in the Black Sea Grain Initiative,
934 (+2) ships outbound carrying 29,502,381MT,
867(+3) ships delivered carrying 26,428,041MT.
05May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative Image
29.5Million MT of agricultural products including 14.8Million MT of corn, that’s a lot of grain. ImageImageImageImage
Two ships left Ukraine on 05May, inspections reported today were:
Inbound 05May 2
Outbound 05May 1 ImageImageImage
Read 9 tweets
74 (14) days left in the Black Sea Grain Initiative,
932 (+2) ships outbound carrying 29,437,381MT,
864(+0) ships delivered carrying 26,344,721MT.
04May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
Exports per Country

China 22.7%
Spain 17.9%
Türkiye 10.2% ImageImageImageImage
Two ships left Ukraine on 04May, inspections reported today were:
Inbound 04May 2
Outbound 04May 0 ImageImageImage
Read 12 tweets
77 (17) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
858 (+4) ships delivered carrying 26,083,924MT.
01May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
Two days in a row no ships have left the Odesa area ports. ImageImageImageImage
No ships left Ukraine on 01May, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2 ImageImage
Read 8 tweets
78 (18) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
854 (+2) ships delivered carrying 25,875,245MT.
30Apr

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
Over 8Million MT of wheat and nearly 15Million MT of corn have left the Odesa area ports in the first nine months of the Black Sea Grain Initiative. ImageImageImageImage
No ships left Ukraine on 30Apr, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2 ImageImage
Read 11 tweets
79 (19) days left in the Black Sea Grain Initiative,
926 (+2) ships outbound carrying 29,217,856MT,
852 (+2) ships delivered carrying 25,796,075MT.
29Apr

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1… Image
As we near Russia’s implied closure date we’re seeing a lack of ships in Odesa area ports. Between Russian shenanigans and ship owners being wary of being caught in port during a closure there is a lack of traffic. ImageImageImageImage
Two ships left Ukraine on 29Apr, inspections reported today were:
Inbound 29Apr 0
Outbound 29Apr 3 ImageImageImage
Read 10 tweets
105 (45) days left in the Black Sea Grain Initiative,
871 (+3) ships outbound carrying 26,768,433MT,
788 (+2) ships delivered carrying 22,986,027MT.
03Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
Jordan holds the title of the country who has taken delivery of the smallest load, 5,230 MT of barley.
Two ships left Ukraine on 03Apr, inspections reported today were:
Inbound 03Apr 2
Outbound 03Apr 3
Read 9 tweets
106 (46) days left in the Black Sea Grain Initiative,
868 (+5) ships outbound carrying 26,671,783MT,
786 (+3) ships delivered carrying 22,872,827MT.
02Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
At sea but not yet delivered, we currently have corn leading the way with 2.4Million MT, over 3x the next closest grain, wheat at 734K MT.
Five ships left Ukraine on 02Apr, inspections reported today were:
Inbound 02Apr 1
Outbound 02Apr 3
Read 9 tweets
107 (47) days left in the Black Sea Grain Initiative,
863 (+3) ships outbound carrying 26,441,768MT,
783 (+2) ships delivered carrying 22,674,697MT.
01Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi Image
78% of exported sunflower meal has gone to China, 32% of sunflower oil has gone to India and 30% of rapeseed has gone to Belgium. ImageImageImageImage
Three ships left Ukraine on 01Apr, inspections reported today were:
Inbound 01Apr 4
Outbound 01Apr 3 ImageImageImage
Read 8 tweets
108 (48) days left in the Black Sea Grain Initiative,
862 (+2) ships outbound carrying 26,438,618MT,
781 (+1) ships delivered carrying 22,554,348MT.
31Mar

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi Image
China holding still at 22%. ImageImageImageImage
Two ships left Ukraine on 31Mar, inspections reported today were:
Inbound 31Mar 4
Outbound 31Mar 2 ImageImageImage
Read 8 tweets
1/
YES, even #CORN is a HIDDEN mystery and may find its origins in #Tartarian horticulture

Lets go..

First lets get the Official Narrative out of the way, shall we?

"Corn was first domesticated by native peoples in southern Mexico about 10,000 years ago."

~The end

Egypt👇 ImageImageImageImage
2/
The #Usurpers narrative that the Indians learned to cultivate #CORN first is Bogus right off the start

#CORN is a cultigen, it can only live WITH humans cultivating it

No humans = No #CORN

Next, lets look at the 'Mother Plant' where all plants derive from

There Isn't one! Image
3/
At the time of this posting Scientists have NOT found the actual Mother-plant for #CORN.

The origins of corn is a mystery, as the modern strains bear no resemblance to ANY wild plants alive today.

#CORN just POPPED into existence, just in time for Civilization to start 🙃 Image
Read 9 tweets
🗓 Daily #Macro & Market Recap 📰 Let's dive into a quick thread recapping some of today's market moving events 🗞, data 📝, & charts 📈📉 for Friday (03/03/23)… 🧵/👇🏼

$SPY $SPX ⬆️✅
$QQQ $NDX ⬆️✅
$DIA $DJIA ⬆️✅
$IWM $RUT ⬆️✅

#stocks #StockMarket #bonds #macro
1/🧵 Daily #StockMarket Sector Performance:

🍽 $XLP ⬆️✅
🏥 $XLV ⬆️✅
🏘 $XLRE ⬆️✅
📡 $XLC ⬆️✅
🛢 $XLE ⬆️✅
🏭 $XLI ⬆️✅
🤖 $XLK ⬆️✅
🏨 $XLY ⬆️✅
🏦 $XLF ⬆️✅
🪵 $XLB ⬆️✅
⚡️ $XLU ⬆️✅
2/🧵 Daily 🇺🇸 🏦 Treasury Market & Currency Performance: 💵💴💶💷

$DXY ⬆️✅
$TLT ⬆️✅
$HYG ⬆️✅
3mo ⬆️✅
2yr ⬇️🔻
10yr ⬆️✅
30yr ⬆️✅

#bonds #interestrates #Currencies #macro
Read 4 tweets
54 days left in the Black Sea Grain Initiative,

674(+1) ships outbound carrying 18,382,020MT,

591 (+2) ships delivered carrying 14,857,866MT.
24Jan


🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Spain has the highest tonnage imported but is only second in number of ships at 88.
One ship left Odesa on 24Jan. Four inbound and a unknown number of outbound inspections were completed today.
Read 6 tweets
55 days left in the Black Sea Grain Initiative,

673(+2) ships outbound carrying 18,372,920MT,

589 (+1) ships delivered carrying 14,857,866MT.
23Jan


🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
While Türkiye is third in percentage of grains imported they have had, by nearly double, the largest amount of ships deliver to their ports, 166.
Two ships left Odesa on 23Jan. Two inbound and four outbound inspections were completed today, one more could not be completed due to lack of time and another was not prepared.
Read 7 tweets
56 days left in the Black Sea Grain Initiative,

671(+3) ships outbound carrying 18,330,360MT,

588 (+2) ships delivered carrying 14,792,632MT.
22Jan


🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Spain continues to be the largest importer of wheat at 25.7%, the next closest is Turkey at 16.2% but a large portion of the wheat that Turkey imports is processed into flour and then re-exported. ImageImageImageImage
Three ships left Odesa on 22Jan. Five inbound and two outbound inspections were completed today, one more could not be completed due to fumigation. ImageImageImageImage
Read 7 tweets
62 days left in the Black Sea Grain Initiative,

652(+2) ships outbound carrying 17,500,711MT,

576 (+3) ships delivered carrying 14,367,732MT.
16Jan


🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Which country has the largest number of shipments as part of the Black Sea Grain Initiative? Unsurprisingly it’s Türkiye. Because Türkiye processes a lot of the grains before they are exported they are the destination for 163 ships and have a higher volume of smaller loads. ImageImageImageImage
Two ships left Odesa on 16Jan. There are five loaded ships at anchor near Odesa and six ships are inspected and waiting to transit the humanitarian corridor towards Odesa. ImageImageImageImage
Read 9 tweets
RETROSPECTIVA #MILHO 2022 - EM 4 GRÁFICOS

O ano de 2022 foi muito dinâmico para as commodities agrícolas. Clima, guerra e economia impactaram os comportamentos dos mercados e dos preços.
Trago aqui alguns gráficos para tentar ilustrar um pouco disso.

#Corn #oatt #Commodities
1) COTAÇÃO EM CHICAGO

No começo do ano, o milho seguia seu comportamento sazonal de preços. O 1º destaque no gráfico indica o início do conflito na Ucrânia. Apesar de forte volatilidade nos primeiros dias, o preço seguia a sazonalidade de alta.
O 2º destaque indica o momento do estabelecimento do acordo de escoamento de grãos. Vê-se um alívio nas tensões do mercado com uma queda acentuada nas cotações, porém ainda assim um movimento esperado, uma vez que os preços caminham para a sazonalidade de baixa nesse momento.
Read 11 tweets
There Goes My Hero—The Man In The Mirror …

All done the way it has been as comms, to show the world—Done so the world wouldn’t fall for all propaganda, false prophets & lies ..

“Old does not mean dead,
New does not mean best” ..
- ALL OUT LIFE
Shane Me/FATHER

Just an Ordinary Son who cares.

#HAWK Ins
Stranger Things
Tony Hawk 🛹
The Masked Singer Hawk was the elephant.
Ty Cobb eye to eye with Babe Ruth photo, Cobb wearing the elephant jersey.
#CORN & #COBB Were pardoned on thanksgiving.
I was pardoned just for
Being myself ..
[THEY]/corruption within Government were trying to bring me down however [they] could, even if it meant arrest me & kill me in jail for doing nothing wrong …
[THEY] have wanted me dead before I was ever born & made it known within EVERYTHING evil has done.
Read 7 tweets
119 days left in the Black Sea Grain Initiative,

483 (+3) ships outbound carrying 11,586,708MT,

398 (+4) ships delivered carrying 8,517,233MT.
20Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative Image
Another day, another load of 66,000MT of corn headed to China.

And a new chart! ImageImageImageImage
Three ships transited out of the humanitarian corridor on 20Nov and four ships transited in. ImageImageImage
Read 10 tweets
120 days left in the Black Sea Grain Initiative,

480 (+5) ships outbound carrying 11,489,106MT,

394 (+4) ships delivered carrying 8,405,358MT.
19Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative
Another day, another load of 62,843MT of sunflower meal headed to China.
Five ships transited out of the humanitarian corridor on 19Nov and no ships transited in.
Read 12 tweets

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