Архив за 26 августа, 2024

Grain market:

It’s bad enough when tyrants, subordinate-eaters and similar personalities come to power, but it’s very bad when the French come to power. Durov’s detention at the heart of the blue circus with the tower in the middle opens the way for the insatiable rulers to deal not only with Bezos or Jack Ma, but also with slightly smaller stars. In such a situation, many people’s motivation to mold their company will simply fall away. This is the path to grayness.

To Pasha, for the ability to open his mouth! 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.

Fears of expensive fuel and fertilizer shortages have disappeared. Two years ago we were yelling so much that we did not need dynamics. As a matter of fact, we see that everyone is getting everything, otherwise, why is there a record harvest on a global scale? Yes, it is possible to find a country in which a particular field was burned in the sun and make a tragedy out of it. In fact, everything is fine: the gross harvest of corn, rice and soybeans will be record-breaking, the second in history for wheat. Therefore, we are not surprised by the price decrease. If they stop giving birth, there will be a strong surplus, while there is none and everything that is harvested is consumed by mankind. That makes this market thin.

In the long run, drones will help maintain plants. This revolution is already underway, but it has not yet spread worldwide. Those who invest in flying helpers will get 10 — 15% more output from the same area.

Wheat and corn are behaving according to the current season. We are approaching the lows of the year, which we plan to meet on September 12th. After that, it will start to rise. For the beauty of the picture, we need to fall by 4% in wheat and 8% in corn.