Grow More Get Less

[jazz]

Finished the taxes last night. Fair to say all the extra margin bump this business got in the last 2 yrs has all faded away. Back to same margins we had pre-2021.

Anyone with an aggressive expansion under their belt in that time, might be thinking twice today.

[GALAXIE500]

Just toured my fields in 2wd, bone dry

Pretty well the same in my area , there is moisture in the dirt , but wind every day! I should be used to it by now!

[furrowtickler]

Anyone seeding yet in your area Galaxy ?

looks like next week start up for a few around here

[GALAXIE500]

Some of the bigger guys are rolling over here, I'm hoping to go today or tomorrow, then brand calves on the weekend , then focus on seeding.

[jazz]

[LWeber]

[ATTACH]12483[/ATTACH]

Ukraine is selling wheat at CAD$7.00/bu FOB their country

Milling wheat in Ukraine: Great Odessa was bid USD$180 to $190 and at Danube ports it was bid USD$185-200 CPT (carriage paid to port).

Let’s use an average of USD$188.75/CPT or CAD$257.15/MT CPT or CAD$7.00 a bushel….

Countries keep sending money for grain infrastructure there that lowers the world wheat price.

North America crop prospects and three US wheat contracts do not set wheat prices any longer...

[furrowtickler]

$7 wheat and a $1,000,000 combine , tractor , sprayer or 1/4 of land take your pick …… sorry something is going to get hit hard sooner than later . Most likely the bankers door ….

[jazz]

North America crop prospects and three US wheat contracts do not set wheat prices any longer...

Ukraine wheat is basically landlocked. EU wont take it as it undercuts their heavily subsidized farmers and Russia wont let it out to the ME and Africa at those prices.

Maybe china gets a deal on it for backing Russia.

[LWeber]

$7 wheat and a $1,000,000 combine , tractor , sprayer or 1/4 of land take your pick …… sorry something is going to get hit hard sooner than later . Most likely the bankers door ….

Try $13.06 (with oil bonus) canola like it is in AUS for GMO canola

[LWeber]

Ukraine wheat is basically landlocked. EU wont take it as it undercuts their heavily subsidized farmers and Russia wont let it out to the ME and Africa at those prices.

Maybe china gets a deal on it for backing Russia.

Ukraine exported more than 3 mln tonnes of grain in April
Source
APK-Inform
13:32 | Yesterday
According to the State Statistics Service, as of April 26, in 2022/23 MY Ukraine exported 41.149 mln tonnes of grains and pulses, including 3.173 mln tonnes in April, reported the press service of the Ministry of Agrarian Policy of Ukraine.

Last season, as of April 27, the exported totaled 45.709 mln tonnes and 763 thsd tonnes respectively.

In particular, in the current season, Ukraine exported 14.156 mln tonnes of wheat (1.158 mln tonnes in April), 2.453 mln tonnes of barley (177 thsd tonnes), 24.216 mln tonnes of corn (1.834 mln tonnes), and 17.9 thsd tonnes of rye (0.4 thsd tonnes).

Besides, as of April 26, the total export of flour from Ukraine amounted to 126.3 thsd tonnes (10.4 thsd tonnes in April), including 121.3 thsd tonnes (10 thsd tonnes) of wheat flour.