Some market talk.

[TOM4CWB]

I thought you might like this.

Change things up ...getting nowhere with insulting the announcements for ranchers.

Interesting talking about cattle in Mexico… Texas Ag report report (he took a tour into Mexico…that the drought so bad in places in Mexico… up to 70% death rate have decimated some cattle herds… Mexico bought Soybeans today…

From Google:

About 70 percent of Mexico is affected by drought, up from about half in December. About a fifth of the country is experiencing extreme drought compared to less than five percent each year since 2012.Jul. 15, 2021…

Cheers

[the big wheel]

Lock your bins boys!! I recently bought all the locks from Peavey and Home Hardware. 😂😂
This is our year to control prices.

Wonder how many of the crooks at the grain companies will put “limited tonnage” in their texts they send out? Sorry it’s going to be a limited tonnage year.

I thought Morocco had a big crop coming?
Are they storing up incase prices go through the roof??

Europe’s crop isn’t great, too much rain!!

Just don’t give in to the grain companies sale tactics.

Over and out .....

Hope you bought the cheap Chinese ones
Hate to wreck a good set of bolt cutters…..
And please fill you auger gas tank it’s a bugger
Looking for gas at 3 in the morning especially
When the nearby yards have dogs that bite
Where the fuel tanks are…… over and out. Lol

[sumdumguy]

Main durum growing basins include Meditteranean, Canada and US, though many other regions like southern Europe, India are growing areas. 2 outta 3 is looking disastrous. There is a lot of pasta eaten in N.America and European continent. Consumption trends point to pasta and legumes as major components in urban diets. That’s where the money is. But and a big But is that consumers are price-conscious and when high durum prices are reflected in a box of lasagne noodles, substitution will no doubt be the result but pasta is so rediculously cheap now, a doubling in price would likely have little effect. That being said, I believe that marketers are going to be very short of product, especially if this harvest is delayed or frozen. So, whats in the fields of Eastern Sask and Western Manitoba is still iffy and until its in the bin, every pre-sold position is shaking in its boots. How high depends on so many variables, shorts hanging on line, weather to harvest, yield surprises. No wise man would commit a guess at this critical stage. Even if you are Sumdumguy, you would only be furting in the wind. Just know many old Frenchmen who fill old bins with poor quality and wait for crunch times to fill their pockets.

[bucket]

Main durum growing basins include Meditteranean, Canada and US, though many other regions like southern Europe, India are growing areas. 2 outta 3 is looking disastrous. There is a lot of pasta eaten in N.America and European continent. Consumption trends point to pasta and legumes as major components in urban diets. That’s where the money is. But and a big But is that consumers are price-conscious and when high durum prices are reflected in a box of lasagne noodles, substitution will no doubt be the result but pasta is so rediculously cheap now, a doubling in price would likely have little effect. That being said, I believe that marketers are going to be very short of product, especially if this harvest is delayed or frozen. So, whats in the fields of Eastern Sask and Western Manitoba is still iffy and until its in the bin, every pre-sold position is shaking in its boots. How high depends on so many variables, shorts hanging on line, weather to harvest, yield surprises. No wise man would commit a guess at this critical stage. Even if you are Sumdumguy, you would only be furting in the wind. Just know many old Frenchmen who fill old bins with poor quality and wait for crunch times to fill their pockets.

I think with the purchase of Italgrani pasta by the richardson group they have a good hold on the north American and export market for durum?

[Rareearth]

In past years, wheat has been mixed, or substituted for durum.
Carefull what we wish for, high prices cure high prices

Eastern eurpoe grows lentils now, australia grows canola, etc

[bucket]

$200 a cow won’t go far

Nope ...the cow calf guys are going to be decimated.

[shtferbrains]

Not many cow calf guys left near me but I see lots of light oats coming that won't be going very far.

Anybody see any bids on low bushel wt grains of any kind?