Grow More Get Less

[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.

[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.

Volume of agricultural exports from Ukraine secured by the Black Sea Grain Initiative from August 3, 2022 to March 22, 2023, by country

Source: Statista

[furrowtickler]

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

Yup, we on shaky ground here .

[shtferbrains]

Some more charts expanding on Larry's data.
From @SergeyFeofilov on Twitter.

Projected exports and past volume .
It's not all destroyed.

COP for Wheat est $180-$200/mt

[blueversi]

There was an article just 2 weeks ago in the Producer rag about Viterra pleading for farmers to grow more wheat because there’s a shortage and then a couple weeks later there’s apparently too much as they lower the price substantially. Oh the games they like to play.

[ajl]

$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 ….

A great reset in the works...just like the one in 1985.

[fjlip]

All this EXTRA deadly C02! Hey chuck, earth growing MORE food/meat every year, always excess, always reasons to KILL prices to primary ag.

Pay more C02 TAX = less grain/meat= higher prices!

Maybe we should go with chuck

[WiltonRanch]

All this EXTRA deadly C02! Hey chuck, earth growing MORE food/meat every year, always excess, always reasons to KILL prices to primary ag.

Pay more C02 TAX = less grain/meat= higher prices!

Maybe we should go with chuck

Not enough room for us in his socialist dystopian utopia.

[BTO780]

A great reset in the works...just like the one in 1985.

86’ Bourgault 1300 bu tank $1.1 mill to seed a crop for 3 wks.
Guys still buying with falling commodity prices. Don’t think there will be a reset until cheques quit getting written.
Time to exit!!

[TASFarms]

Govt workers on strike want more of your money so they can take more of your money.

[furrowtickler]

Govt workers on strike want more of your money so they can take more of your money.

And stay home , pretend to work in their jammies.
They have such a tough life , meanwhile the rest of Canadians have to get second jobs to make ends meet .