Grains&Oilseeds Analyst | Ag Derivatives Trading | OTC & Cash mkts 📊🌱🌾🌽🛢️💱
Cuiabá - MT / CWB-PR - Brazil
Joined November 2019
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Victor Martins retweeted
iPhone Duo Resellers Demand Steep Premiums As Apple Stores Sell Out, Deliveries Slip To January zerohedge.com/technology/iph…
Victor Martins retweeted
Long-term models w low confidence,
soil moisture is impeccable and rainfall acc are highly favourable.
Brazil is set to plant well within the ideal window and could see the fastest soybean planting pace in its history.
Victor Martins retweeted
Not what’s is seeing in the fields . One of the fastest plantings of soybean in Brazil. Even Matopiba has already started to plant! Massive crop ahead !
Victor Martins retweeted
BREAKING NEW🚨🚨🚨
MANAGED MONEY CAUGHT HOLDING THE BAG
What went wrong so fast?
1. No additional non-economical Ag purchases from China
2. Weather maps flipped and Harvest window wide open
3. 2025 yield unchanged and stocks higher for corn
4. Soybean processor bids collapsed over $1.50
5. CIF corn and beans down hard and DVE is -15 cents
6. Inflation hedge buying finding out that inflation kills demand in Ags
7. China dead silent on global soybean purchases bc of negative crush margins
8. Charts rolling over with momentum pushing lower.
9. Max long with negative roll yield.
Today was the start of a major BEAR market to come heading into year end.
Victor Martins retweeted
China agreed to buy 25mmt of US soybeans on October 30, 2025.
Why do people act like bean flash sales to China are something of a surprise. China buying 25mmt of US beans is already baked into the US export figure of 1665.
These aren’t new sales! It’s what the USDA has been forecasting
Victor Martins retweeted
Saudi Arabia just cancelled its 0.5+ mmt #wheat tender because prices were "unsuitable" — read: too high amid extremely limited Black Sea supply.
First time they've cancelled a tender in at least several years. It didn't even happen during the 2022 grain rally.
Important bearish driver, or just hope that prices drop shortly?
The next tender — which I think we'll see soon — could give us the answer.
#wheat #Russia #blacksea #oatt #sizovreport
Victor Martins retweeted
Putin orders pause on strikes against Kyiv for three days amid US delegation preparations: Kremlin spokesman
Victor Martins retweeted
TRUMP: IRAN STRIKES WILL BE LIMITED
TRUMP: STRAIT OF HORMUZ IN EXTREMELY GOOD SHAPE
TRUMP: A LOT OF OIL COMING OUT OF HORMUZ
TRUMP: SHIPS CAME THROUGH HORMUZ LAST NIGHT WITH NAVY ASSIST
TRUMP: AVERAGING 30 SHIPS A NIGHT OUT OF HORMUZ
Victor Martins retweeted
BREAKING NEWS
UNITED STATES TREASURY SCOTT BESSENT WARNS YEN VOLATILITY RISKS SPILLOVER TO GLOBAL MARKETS.
Well...
Here we are.
Victor Martins retweeted
If you manage outside money, put the letters “CFA” at the end of your social media name, and today you are asking “Why is WTI trading above Brent?,” I’m afraid your clients have a problem.
Victor Martins retweeted
🌧️A wetter start to U.S. spring planting?
The Climate Prediction Center favors an above-average precipitation scenario across the U.S. Corn Belt for April. Planting delays could result pending the timing/intensity.
Typically, about 25-30% of U.S. corn is planted by April 30.
Those odds will drive soybeans price action next week. Fat war premium prices across the curve!! Take care
