#China imports 2026–2035 outlook:

#Soybeans: ↓ imports (~–26%) 🌱📉
#Pork: ↓ short-term 🐖📉
#Beef: ↓ mild 🐄📉
#Dairy: ↓ soft 🥛📉
#Grains: ↑ output / ↓ imports 🌾📈📉

less volume, more efficiency 🎯📊

#COT Update — Apr 14 📊

🌽 #Corn → sharp long liquidation ↓
🌱 #Soybeans → momentum fading ↓
🌾 #Wheat → back to net short ⚠️
🛢️ #Soybean oil → record long (~150k) 🔥

👉 Clear rotation: out of grains → into oil
👉 Positioning shift

🧭 ~70% fundamentals|~30% geopolitics

NOPA + exports + price action 👇

🛢️ oil tight → crush ⬆️
📦 more crush = more meal

Exports:
🌽 strong
🫘 soft

Market now:
🛢️⬆️
📦⬇️

Not demand.
Just excess supply.

📉🐻 meal

This week I don't need any more information. I just need to rest.

#Wheat #Corn #Soybeans #Soymeal #COT

🌽🌾🫘 #COT 24 mar

Specs LOADED longs 📈
Commercials MAX short 👀

#Corn 🌽 → crowded long 🚀
#Soybeans 🫘 → strong bid
#Soymeal 🧪 → quietly bullish
#Wheat 🌾 → still lagging 😴
#War → fertilizers ↑ → future supply ↓ 📉

So… what now?

🧵#COT 17Mar.The fertilizer angle nobody is pricing in | Mar 2026

High fertilizer costs → Simple math:
🌽 #Corn = nitrogen hungry 💸
🫘 #Soybean = fixes its own nitrogen ✅
What that means:
📉 Less corn acres → tighter supply
📈 More soy acres → more crush → more meal supply

⛽ GAS SPIKE → 🌾 AGs

⚡ DAYS
🌾 #wheat ⬆️
🌽 #corn ⬆️
🌱 #soy ⬆️

⏳ WEEKS
🌾 #wheat 🚀
🌽 #corn ⬆️

🐄 MONTHS
🥩 #meat ⏰⬆️
🥛 #dairy ⏰⬆️
🍗 #poultry ⏰⬆️

⛽ gas → 🧪 fertilizer → 🌾 crops → 🍽️ food

🇺🇦 Ukraine in figures (25/26)

🌾 Total exports (grains and legumes):
24.2 million tons ⬇️ (-23% / -7.3 M tons)

🌽 #Corn:
13+ M tons ⬇️ (-19%)
🌾 #Wheat:
9.4 M tons ⬇️ (-26%)
🌿 #Barley:
1.39 M tons ⬇️ (-37%)
🌾 Flour:
46,200 tons ⬇️ (-11%)

🌾 #Wheat prices are rising.

But the reason isn’t wheat.
It’s #oil, #war, and one country buying millions of tons #Egypt .

Here’s what’s really moving the global wheat market 🧵👇

#corn #soybean #cot # agricultura #wasde

🌾📈 #Euronext #wheat

💰🏦 Funds: +58,824 net long ⬆️ (20,615 prev)
🏭 Commercials: -62,515 net short ⬆️

🌻 #Rapeseed

💰🏦 Funds: +60,362 ⬆️
🏭 Commercials: -66,255 ⬆️

📊 Speculators buying
⚖️ Hedgers selling
👀🌾📈

💥 #Brent crashed despite Hormuz still mined ⛴️⚠️
US Navy escorted tanker → false hope 😬
Trump: “War ends soon” → Reality: mines active, insurance x10, 150+ tankers stuck ⛽💸

Volatility spikes on every bad news 📈🔥 ~$88-90

Urea/fertilizers next
🌾💥 #Hormuz #Oil

🇺🇦➡️🌻 Since Oct 2025 #Ukraine applies a 10% export tax on oilseeds (sunflower, rapeseed, soy) —despite the #EU Association Agreement

Result?

🏭 More crushing in Ukraine
🛢️ Cheap oils flooding the EU
📈 Imports +37% in 3 months
📉 EU prices under pressure

#corn #wheat #soybean

🌾 #MATIF #wheat up +2.2% this week
💶➡️📉 #EUR/USD down -1.88%

🤔 Almost the same number
→ Wheat rally = mostly FX effect, not fundamentals

🟢 #Rapeseed? That one is real +4% with substance behind
📌 Know what you're selling

#Grains #MATIF #AgriMarkets

📈 GRAINS WEEKLY CLOSE | Mar 6
🟡#Soybeans → 🔥 TOP 1%
🌿 #Rapeseed → 🔥 TOP 1%
🌾 #Milling Wheat → ✅ 100% BUY
🌽 #Corn → ✅ 100% BUY
⚠️ #Soymeal = only SELL signal
📉 Low volumes = expect volatility next week

#Grains #MATIF #CBOT #AgriMarkets

#COT – Mar 3 🌾🌽🌱

🌽 #Corn: Funds flip net long → fresh money flow.
⚡ War premium via energy/biofuels.

🌾 #Wheat: Price ↑ but funds still short.
🔥 Geopolitics → short covering fuel.

🌱 #Soybeans: Funds very long
already.
⚠️ Crowded trade.

#usda #agriculture

🚨 Strait of #Hormuz: War risk insurance for ships has jumped 12x

⚓ Tanker attacks + radio warnings to vessels are pushing insurers to reprice risk

🇺🇸 #Trump promised DFC support, but insurers still lack details

🚢 Pressure on global energy & commodity flows

#corn #wheat

🇪🇸🌽 #Spain relies on U.S. soybeans, corn & DDGs for its livestock industry:
• #Soybeans: $680M
• #Corn: $221M
• #DDGs/residues: $95M
• #Wheat, rice & others: marginal

⚠️ Trump threatens cuts after Spain blocked U.S. military ops linked to Iran — any embargo would hit feed supply hard.
#Agriculture