I know guys.. it sucks. My wheat is hurting at a time when it should be adding tillers.. and we're not as bad as south of us.. so legit.
Flip side.. were at levels where reports are that we've imported European wheat.. and there's gonna ve demand destruction.. if we go higher.
Certainly higher Crude oil is gonna sell more EVs.. also then post spike.. you'll face a smaller gasoline/ethanol market.. keep in mind that like corn basis. Crude is already trading at the highest level ever seen.. $150/bbls in Asia.. demand will never be the same there after this..
Also. Even though it's dry here now. 1.48" vs 3" average.. it was just like this last year.. and "just in time rains" Busted a big crop.. that won't be the case on my farm for 26.. but the forecasted El Nino.. if realized.. will bust fall crops.
Hold on to grains.. the shortage in fertilizer won’t really kick in till this fall.. we’ll have to figure out a way to ship fertilizer out of the Persian gulf.. by pack mules if necessary because Trump probably won’t get the straits opened this year..
https://youtu.be/c1J8WIrMqys?si=ct5HhglC-CySQHhv
as if this listing.. Trump has called off strikes.. for now.
Edited by JonSCKs 3/23/2026 07:30
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