Commodities Trader - Risk Manager - Python - MITx Data Science
Sciences Po Paris - Global Head Trader at LDC, CHS and Sodrugestvo
Ag commodities and energy ZugJoined May 2020
Here's the updated article (no link was available when I first posted). Includes details: The SAF subsidies amount to $1.25 per gallon for fuels that hit the 50% emissions reduction threshold, and up to $1.75 per gallon for those that exceed it.
reuters.com/sustainability….
April 30: CBOT #soyoil crashing for a second session, reaching the most-active contract's lowest price since January 2021. Crude oil and other global vegoils sank on Tuesday, and anticipation is building for the US biofuels announcement later today.
Looks to us that Bank of Japan(BOJ) spent $35 billion of its $1.2t in fx reserves in its aggressive intervention yesterday. It won’t take many more of these ‘episodes’ to scare market participants out of their yen and into USD. Japan’s overnight interest rate is 0-.1% while SOFR…
- As of Apr 30, JCI’s port daily soy inventory was -3.5% w/w but +11% y/y.
- Profit from pig breeding as of this wk (self-breeding and self-raising -56 yuan/head vs -39.14 last wk, purchased piglets 73.60y/h vs 87.11y/h)
- Corn stks at Guangdong ports as of the wk of Apr 26.
SLC in Brazil (650k Ha of area planted in 2023/24) is adding 18,700 Ha of new corn area in Mato Grosso through a JV with Agro Penido
theagribiz.com/agribuzz/slc-i…
Who’s old enough to remember the dry bulk 2014 head fake and the subsequent bloodbath in Q3?
Capesize spot rates 10 years ago vs. today📈👇
”History doesn’t repeat itself but it often rhymes” or
“ This time is different”
🤷♂️
This is my flagship graph. Yesterday, the #oilseed companies registered 717K tons of SB #meal to be shipped from yesterday to the first half of May!! Stay tuned to my tomorrow daily update #vegoils
1) As of the wk of Apr 26, the crushing vol of coastal soy crusher was -1.5% w/w & +20% y/y respectively, the soy inventory was +1.2% w/w & +5.3% y/y respectively, & the soymeal inventory +7.9% w/w & +113.5% y/y respectively.
In “solving its Russian gas problem” Europe has made its energy intensive industries uncompetitive. Source: ert.eu/wp-content/upl… https://t.co/8xKmzS0JWZ
When you drop your carbs you see a linear increase in energy expenditure not otherwise explained, even if you clamp protein & increase fat to same calories
This is why calories don’t matter
Japan has a big demographic problem!
Throw in the recent revelations of excess deaths in Japan and its debt to GDP ratio of 250% then one can see there aren’t enough productive people to support the debt load. The mechanism to balance this is currency.
“Houston we have a…
Japan has a big demographic problem!
Throw in the recent revelations of excess deaths in Japan and its debt to GDP ratio of 250% then one can see there aren’t enough productive people to support the debt load. The mechanism to balance this is currency.
“Houston we have a…
Japan has a demographic crisis that started in 2017 and picked up steam in 2020 and will accelerate from there into 2030. It will be bigger and longer than the demographic bust in the 90’s.
Japan is high on the list as a sovereign debt candidate to make hard choices first.…
The problem is not one skin color replacing another skin color, fertility is dropping everywhere, the population of many "emerging countries" is already declining. Migration, depleting the population of one region to increase the population of another region, is not the solution.
The problem is not one skin color replacing another skin color, fertility is dropping everywhere, the population of many "emerging countries" is already declining. Migration, depleting the population of one region to increase the population of another region, is not the solution.
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