Архив за 29 апреля, 2024

Производство сахара в центрально-южном регионе Бразилии выросло на 30% в первой половине апреля по сравнению с прошлым годом до 710 000 метрических тонн, что оказалось выше, чем ожидал рынок.

Состояние мягкой пшеницы во Франции несколько ухудшилось на прошлой неделе, оставаясь на самом низком уровне за четыре года, в то время как посев кукурузы продолжался, как показали данные фермерского управления FranceAgriMer в пятницу.

Energy market:

In the Yamalo-Nenets Autonomous District, locals found oil in a hole in a river. Everyone got excited and worried. Called a helicopter. Reindeer herders, paratroopers, everyone who was at hand. And it turned out to be some kind of algae. It dries up and turns from brown to green.

Well, that’s okay. There’s always hope. Hello!

This release was prepared with the direct participation of analysts from trading platforms eOil.ru and IDK.ru. Here is an assessment of the situation on the global and Russian markets.

Folks are starting to play up the rising temperatures in some regions of the planet, which could negatively impact the overall gross harvest. This is what the bulls do every year, causing terror before the USDA report in May. Yes, perhaps in some distant Morocco, where it is located, it is necessary to clarify on the map, plus in the south of Russia, there is little moisture. Well, how can these 5 million tons that will disappear affect prices? It’s very simple: you need to write more about it and stir up terror. And it is better not to mention the fact that Germany and Scandinavia have plenty of moisture, because it does not fit into the artificially created agenda.

Yes, if the Red Sea is completely closed to shipping, it will be a blow to logistics and we might be at 700 then. On the other, totally pragmatic side, the sooner the highly agitated get each other over, the sooner peace will come and things will get better again.

Note that 790 million tons of wheat is enough for the planet and there will be more left, while the latest IGC forecast is 798 million tons. The current price rise is a bullish prank and nothing more. If we are at 650.0, we can think about shorts.