🌾📈 #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
