Victor Martins @vmartinnss Twitter profile

Last Seen Profiles

@UnidaRepublica

@jandakembangstw

@BinorRaja

@spurs

@ProBaseVols

@High_voltage998

@pecoraroluca883

@neelakaushik

@stw_pdg

@stwmaniax

@galery_basah10

@Ulom_RD

@llla_27

@BthftRadiology

@Erteqa__

@ahdgrj

@stwmaniax

@dvlabril

@boc1llok4l

@JessSierraTorr1

@High_voltage998

@bokeplokalmalam

@AbbieConro61724

@eggieneboo

@thedavelogan

@saraymnn

@DigitalSevilla

@bokeplokalmalam

@zwjynsana35142

@AstorJacob1

@BinorRaja

@bokeplokalmalam

@ForsenUpdates

@stwmaniax

Victor Martins

@vmartinnss

1 year

@joanadipaoli @LekReis11 Kkkkkkk território palestino

1

3

297

Victor Martins

@vmartinnss

1 year

@amandafaudi

9

10

168

Victor Martins

@vmartinnss

3 years

@MartyBy62422182 @Iearnhistory So in 2042 u can be the richest guy in the world as well.. never give up

3

123

Victor Martins

@vmartinnss

2 years

📉Futuros da soja (X23) na CME caminham para encerrar a semana em queda pela 4° seguida ! 🐻 🚨Essa é a maior sequência de quedas consecutivas para o contrato dos últimos 50 anos ! ❓Motivo… 💸Macro negativo ( FED hawkish) = fundos liquidando posições em commodities +safra

5

9

122

Victor Martins

@vmartinnss

11 months

🌧️ Heavy rain showers in Sorriso, Mato Grosso, this Thursday. 🌽 Sorriso is the largest producer of soybeans and corn in Mato Grosso and the largest soybean-producing municipality in Brazil. 🌱 If Sorriso were a country, it would rank 5th globally in soybean production, with over

6

26

120

Victor Martins

@vmartinnss

4 years

@DiegoVencer @AbrahamWeint hahahahahahahahah sou judeu e tenho mais medo do bolsonaro do que o STF.. pois o STF são juizes que guardam a constituição há qual voces vermes bolsonaristas atacam.. ou acha que esquecemos do AI15 ???? dos brilhantes ustra?? por favor.. nao seja mediocre..

1

2

107

Victor Martins

@vmartinnss

2 years

🇦🇷Rumours that Argentine tradings are booking Brazil soybeans as weather woes along Arg soy belt remains and sb stocks are tight 🔥 ✔️ FOB premiums are rising in brz ports as outbidding domestic crushers! ✔️Nobody wanna be short with excessive rainfalls and harvest delays woes

6

25

104

Victor Martins

@vmartinnss

1 year

@anarcovegana @victorlopis26 Como você e ridícula ! O nordeste está em ascensão em nosso agro . Oeste Bahiano grande produtor de soja e algodão , supre o mercado interno e externo . Preconceito ridículo .. você e uma podre

1

0

102

Victor Martins

@vmartinnss

11 months

#Soybeans vibe

2

9

104

Victor Martins

@vmartinnss

2 months

@rira_r33 @ezraharash Mais um rato saindo do esgoto

1

0

84

Victor Martins

@vmartinnss

9 months

@coninckk_ @gdomemes27 Fodase o velho e um escroto arrogante e mereceu ter a boca partida !

4

0

86

Victor Martins

@vmartinnss

1 year

@hoje_no @DanielaLima_ @camilabomfim MODERAÇÃO ! Peçam moderação pra eles por favor

5

2

84

Victor Martins

@vmartinnss

11 months

🌧️ Good rainfall observed across key soybean crops in the Central-West region for extended maps 🔄 GFS aligns with EUR and CAN models, indicating expected rainfalls for key soybean areas. ☑️ Across Mato Grosso Eur keeps trending wetter, printing an acumm of 50-80 mm for next 7

3

13

80

Victor Martins

@vmartinnss

11 months

@monicabergamo Quero ver fotos @monicabergamo . Não era assim q vocês falaram dos bebês mortos em Israel ? E não venha com Photoshop do Hamas !

0

2

76

Victor Martins

@vmartinnss

1 year

@RenanBa16227375 @SF_Moro @deltanmd Flopou kkkkk

3

0

70

Victor Martins

@vmartinnss

2 years

🚨BRAZIL NATIONAL ENERGY POLICY COUNCIL DECIDES THAT DIESEL MADE BY PETROBRAS WITH VEGETABLE OIL CAN BE USED IN BIODIESEL MIX -INDUSTRY GROUP UBRABIO🚨 New demand for sbo oil amid an upcoming large soybean crop and large crush demand as well !

3

11

74

Victor Martins

@vmartinnss

3 years

Argentina's Ministry of Agriculture, allegedly suspended the registration of exports of soy oil and soy meal, in a statement informed on Sunday, 13. The measure is a way of rationing domestic prices while the gov is heading to lift sbo and sbm “retentions” from 10% and 33%

12

32

72

Victor Martins

@vmartinnss

11 months

🌧️ Soil moisture in Mato Grosso state (largest Brz soy/corn producer) top soil, has seen a boost with the latest round of showers over the state during these past 2 weeks. 📈 As we can see in the red line chart, soil moisture in the state has improved, now being higher than

6

18

73

Victor Martins

@vmartinnss

5 months

🚨Cash mkt short squeeze going on Brazil 🇧🇷 FOB Soybean premiums have reached the highest value of the season this monday, offered at @+60 c/bu for July shipment. Last year, same offer was -150 c/bu ✔Oversold domestic stocks + increasing local demand for crushing + China

5

21

68

Victor Martins

@vmartinnss

1 year

@oandersccp @AndreLajst Falou o corintiano que não duraria um dia no Irã ou na mão do Hamas . Lá sua cervejinha seria a base da bala

2

0

68

Victor Martins

@vmartinnss

2 years

🇨🇳 Chinese soybean demand pretty aggressive!🔥 ✔️Over 10 cargoes tdd overnight, with Sinograin replacing stocks for oct/nov and feb/ Mar laycan, according with @CaiCHEN18 , from Agricensus ✔️Since yday; over 800k already traded, widening up even further 🇺🇸 22/23 net sales

5

17

67

Victor Martins

@vmartinnss

3 years

🇧🇷Brz cash mkt is falling, due to weaker bids! 📉 🚢Exporters stepping out of market! STRONG rumours that China is mulling over to washout a slew of cargoes in Brz due to pretty negative replacement costs! It’s better off washing out beans and pay logistics costs than export

4

17

64

Victor Martins

@vmartinnss

3 years

@JPNogueira_eng @andreasmarchi @antonio_josi67 E quantos empreendedores aqui no Brasil não seriam capazes de fazer o mesmo feito, i.e alcançarem os mesmos , não fosse obstáculos inerentes a sua condição social? Ou vai dizer que largar na pole position não torna mais fácil o ser vencedor? Sem contar apoio do próprio governo

3

0

58

Victor Martins

@vmartinnss

11 months

@donairene13 @Estadao @opiniao_estadao DEFENDEU E DEFENDE

2

0

56

Victor Martins

@vmartinnss

3 years

Gm ppl.. 🇨🇳China pretty agressive soybean buyer overnight!!!💥 According with sources: 🇺🇸Around 10-15 cargoes from Us Gulf snapped 🇺🇸Sinograin also bought 2 cargoes from PNW, 🇧🇷From brz soy, 2 Nov and 1 Feb Will ping trade levels soon! #AgTwitter #oatt #soybeans #China

2

19

56

Victor Martins

@vmartinnss

3 years

China back to mkt ... US ports has sold over 10 soybean cargoes yesterday in a FOB/CFR basis. COFCO has been pretty agressive covering april/may positions at levels of +125/+115 over CBOT May futures. Sinograins in its side has booked as well over 10 cargoes.

1

21

53

Victor Martins

@vmartinnss

4 years

@cafecomferri igual a do MORO né/??

1

0

46

Victor Martins

@vmartinnss

2 years

🔥Posição comprada dos fundos em commodities agrícolas é a menor dos últimos 2 anos! 📊Fundamentos são soberanos na precificação de commodities agrícola,sendo o balanço de O&D o principal driver para o mercado físico/futuros agrícolas. 🔎Contudo, entrando na era pós COVID…

2

4

45

Victor Martins

@vmartinnss

10 months

🚨Brazil's 2023/24 soybean crop estimated at 155.27 million metric tons, down from the previous month's forecast of 160.18 million metric tons, according to CONAB. 🚨CONAB states that the reduction in the crop forecast is due to scarce and unevenly distributed rainfall, coupled

1

11

45

Victor Martins

@vmartinnss

5 months

Brazil's new tax measure could make their soy exports less competitive, shifting demand to the US. Learn more about the potential impacts and industry reactions. 🌱🇧🇷🇺🇸 🔗 Read more here #Agriculture #Soybeans #Trade #Economy

Brazil’s Tax Change to Shift Soybean Demand to US, Amius Says

A surprising tax change in agriculture powerhouse Brazil has the potential to make soy grown in the world’s largest bean exporter less competitive with supplies from the US, according to a report...

www.bloomberg.com

4

13

47

Victor Martins

@vmartinnss

3 years

USA importing Brazillian soybeans! #Soybean Lineup points out a Brazillian soybean cargo loading at Barcarena (north arc) shipping to USA on May 09. The deal is a shy handysize cargo (31.450 mt) and the buyer is PERDUE (east coast) +

1

27

46

Victor Martins

@vmartinnss

1 year

🇧🇷Conab raised Brazil's soybean output forecast to 162.42 million tons, up by 400,000 tons, despite irregular rains affecting early sowing in the center west. ☑️The soybean acreage estimates is also up by 2.8% to 45.295 million hectares this season. 🌽 CONAB estimates Brazil's

5

14

46

Victor Martins

@vmartinnss

11 months

@LawrenceMuscant @BillAckman @Harvard @Harvard GAY RESIGN NOW !

2

1

42

Victor Martins

@vmartinnss

3 years

Brazil’s FOB corn premiums spike as brz export program can take a boost, with ongoing major black sea export hub disruption and halted forward commitments...🧵

2

11

42

Victor Martins

@vmartinnss

10 months

🇧🇷 Forecast of good rainfall for much of the Brazilian soy belt for this New Year's turn ✔️Good convergence between EUR, GFS and Can as for widespread rainfalls, recharging soil moisture over Mato Grosso crop fields 🌱This should boost yield potential and crop recovery,

1

7

41

Victor Martins

@vmartinnss

9 months

🌽 In the Brazilian corn market, there's been a significant shift in corn futures shape. 📆 In the span of just 6 trading days, the curve shape moved from a strong carry to an inversion. 📈🌱 This market trend suggests that the early soybean cycle in certain areas could

4

5

42

Victor Martins

@vmartinnss

11 months

🌱Brazil 2023/2024 soybean crop seen at 161.6 million tons - Agroconsult ☑️Brazil soybean planted area seen growing 2.9% in 2023/24 vs previous year to 45.7 million ha ☑️Soybean output in Brazil, Argentina, Paraguay, Bolivia, Uruguay combined to reach 228.6 million tons in

3

9

41

Victor Martins

@vmartinnss

10 months

⚠️ Brz Soybean FOB premiums drop to 2 months low this Thursday (11), even with weaker CBOT and stronger BRL! 📅 March shipment offers (major ref for new crop), is dropping -10 c/bu today, offered @-70c/bu. Monday it was -35 c/bu ( in this same period CBOT fell >16 c/bu) 🔻 Yday,

3

8

41

Victor Martins

@vmartinnss

3 years

Gm ppl..another agressive 🇨🇳soybean demand overnight! ☑️China snapped 6 20/21 soybean cargoes from Brazil, paying its highest price thus far at @425X for Oct delivery ☑️ 2 cargoes from Brazil for Mar/Apr 21/22 season ☑️ China also bought 2 cargoes from PNW 🇺🇸for Dec/21

3

16

40

Victor Martins

@vmartinnss

11 months

☑️ Maps keep trending wetter for Brz soybean belt ☑️ GFS models with broad coverage with higher precip acumulation comprising west Mato Grosso ☑️ This showers should boost late replatend plots and maximize longer maturity cycle hybrids ☑️ Going south, PR and RGDS with firm

4

11

40

Victor Martins

@vmartinnss

2 years

Good news for soybean crush demand in Brazil: ✅Biodiesel mandatory will hike from B10 to B14 by January/23. Then will reach mandatory ceiling (as enforced by law) of B15% by march/23 ✅Higher domestic soyoil usage = less sbo available for export = higher domestic sbo basis

1

8

38

Victor Martins

@vmartinnss

1 year

@marcosfarias0 @Metropoles Guerra é guerra.. tá jogando muito videogame.

3

0

37

Victor Martins

@vmartinnss

2 months

@_loborenan @MMAmelotto Começou a assistir mma ontem . Olha o q ele fez com o Whitaker

3

0

38

Victor Martins

@vmartinnss

1 year

@oliveiralion2 @derflecha Ah sim . Claro . Pelo fator de serem muçulmanos . Certinho você . Todo dia vemos cristãos bombas e judeus suicidas. Não preciso falar muito. Só olhar uma manifestação “pro palestina” que seu argumento raso será enterrado

0

38

Victor Martins

@vmartinnss

3 years

I am bullish soybeans.. a 10 month bull mkt ain’t get done with a 2 weeks forecast map.. a reflation trade keeps going on over the mid term and this a demand driven bull mkt.. brz is oversold with soybeans.. $brl/usd getting strength will underpin sb fob premiums as well

4

2

36

Victor Martins

@vmartinnss

2 years

🚨 Rumours of Chinese soybean washouts pressure CBOT futures📉 ✔️$1500 c/bu chart support breakout + Brz harvest in full swing + rumored arg Soybean Washout by China = soy under pressure ✔️ Sino supposedly washed out 1 mmt of Argie soybean switching Brz multi month cheaper soy

3

7

35

Victor Martins

@vmartinnss

3 years

A brief insight about Mato Grosso/Brz, soybean harvest, which was planted in a 26,700 million acres. In west Mato Grosso pretty good yields so far, early fields yielding over 65 bu/ac ( 73 sc/ha) which is pretty strong ! Bumper harvest ahead! 🤝

2

10

35

Victor Martins

@vmartinnss

3 years

🇧🇷Brz cash mkt exploding! 💥🚀 A deal for March confirmed at 130h ! 🔥 demand Soy Paranaguá 2022 Mar--vs100 Abril - - vs100 AM vs100 Mai. - -vs100 Ju. --vs100 JJ 115vs108 Jul. --vs110 Ago--vs140 2023 Fev80vs60 Mar. 50vs30

3

4

34

Victor Martins

@vmartinnss

3 years

Gm guys - happy Friday ! 🙌 ⚫️Heard China 🇨🇳 has snapped another 5 🇺🇸 soybean vessels overnight,both from the Gulf and PNW. ⚫️Prices heard USG nov @340 -345x ⚫️Along this week China has bought 25 cargoes from the US. ⚫️One cargo from Brazil Apr @159k #soybeans #oatt #cbot

1

7

32

Victor Martins

@vmartinnss

11 months

⚠ Scattered rainfalls reported today across major soybean-producing municipalities in MT, largest producing state in Brazil. ⚠ Euro maps calls to acc precip of 100-120 mm for 10-15 days, covering the heart of the soybean-producing state in Brazil. ✔ Those recent

2

10

34

Victor Martins

@vmartinnss

5 months

The Brazilian Association of Vegetable Oil Industries ABIOV,E says that accumulated PIS and COFINS credits in the oilseed industry and in the export of soybeans and derivatives total R$6.5 billion, an amount that becomes a cost due to the government's Provisional Measure

4

13

34

Victor Martins

@vmartinnss

3 years

🇧🇷🛢Soybean oil basis are melting in Brazilian ports 🚢 ⏺Bid offers have plummeted over 300 c/bp along this week @80 c/bp ⏺Rumours that Indonesia can reduce biofuel mandatory, are pressuring mkt with India stepping back this week amid good coverage for short laycans

4

15

34

Victor Martins

@vmartinnss

11 months

🌱BRAZIL'S SOYBEAN OUTPUT IN 2023/24 SEEN AT 161.38 MLN TNS VS 163.25 MLN TNS IN PREVIOUS ESTIMATE - SAFRAS - Reuters News

0

6

34

Victor Martins

@vmartinnss

2 years

@9flgz Sem esquecer que muitos dão carteirada na galera só pq tem um CFA no sobrenome !

2

0

33

Victor Martins

@vmartinnss

10 months

🚨January is the key pod filling stage timeframe of the soybean season in Brazil 🌧️Maps showing more than welcome rainfalls from both Euro and GFS models, are pressuring CME sb futures as players antecipated too early wx premium along the curve ⚠️Anyway, BASIS DOES NOT LIE !

2

6

32

Victor Martins

@vmartinnss

3 years

Gm guys .. 🇨🇳China pretty active at Us Ports, specially for Us 22/23 soybean crop ! Heard deals at 🇺🇸 ports 🚢USG For Oct/22 ship ADM/CHS @+114X 🚢PNW for Oct/22 @+190 ?/cargill •Just last week over 10 cargoes has been snapped. •Overnight another 5/6 cargoes has been booked

4

11

32

Victor Martins

@vmartinnss

11 months

🌱 Here we have a demonstration of the rapid recovery, initially visual, of this soybean crop in Rondonia, after 2 weeks of good rainfall in the state. These plots were planted on October 28th. 🌦️ As we have been mentioning, the recent rains should maximize the yield potential

Hugo de Almeida Dan

@HugodeAlmeidaD1

11 months

Soybeans after 2 week of rain in south of Rondonia. Perfect. Planted in October 28th.

2

7

79

0

7

33

Victor Martins

@vmartinnss

11 months

@hoje_no @nesimachado aqui está alguém que aprova essa doutrinação ! Bela educação né amiga do Hamas

1

0

30

Victor Martins

@vmartinnss

2 years

@Cristianoborg1 @AndreiaSadi @GloboNews resuma-se ao ostracismo

0

30

Victor Martins

@vmartinnss

3 years

ADM sold 30k dec sbo to India which is the first time in recent 10 years it has sold 2 vessels to India. As for meal, some sources telling US got close to an import arb from Argie leading to widen open arbitrage deals... ?? anyway the spread unwinding battle goes on..

1

5

32

Victor Martins

@vmartinnss

2 years

🇧🇷🚨 *Brz FOB soybean premiums collapsing! 🚢 📉 Record brz sb crop + harvest delay + inland freight costs spike + farm selling increase = negative FOB soybean premiums 🚨 ✔️deals rumores (@ 0 c/bu even cbot futures ✔️ bid this morning @ -9 c/bu lowest levels since May/21

4

9

31

Victor Martins

@vmartinnss

3 years

Gm guys.. China 🇨🇳 is back to the game ! Heard overnight that China snapped 3 brz soybeans cargoes for ond and new crop as well CFR Oct +424x CFR Oct/Nov +418x FOB May +38k

3

5

30

Victor Martins

@vmartinnss

3 years

🇨🇳 China back to the soybean mkt ▪️Sinograin pretty agressive for Jan/Feb shipments ▪️at least 10 soybeans cargoes booked for feb/22 @310F and @315F off the PNW ▪️In Brazil at least 5 cargoes for March/22 booked #oatt #soybeans

2

4

30

Victor Martins

@vmartinnss

3 years

China will sell 295,596 mt of imported soybean from reserves at auction on Mar 14!! This is price destroying demand ! Source from friends from Agricensus ! @lili_agri @marcelacaetano

3

6

29

Victor Martins

@vmartinnss

6 months

@shelovestarasky @ocaelx @videoscortes Ele levantou no final do último round sorrindo , pulou a grade e deu risada com o Dana white kkkk

0

29

Victor Martins

@vmartinnss

3 years

Gm #AgTwitter Heard 🇨🇳China has snapped ☑️2 soybeans cargoes from 🇺🇸Gulf @390X for Nov shipment ☑️ one cargo from 🇧🇷 @430 and @433X for oct shipment •Interesting to check current basis strengthening in both origins •Checking more deals and let’s wait flash sales to confirm

1

8

27

Victor Martins

@vmartinnss

3 years

🌱Soybean meal premiums keep rising here in Brazil 🇧🇷 !! Less sb yields in major crushing hub in Rio Grande do Sul (12% of total brz) and Argentina woes and tight lineup , are leading exporters to demand brz sbm to make up for spot shortage!!! Feb/30 vs 25 March/18 sv 14 👇🏼

2

6

28

Victor Martins

@vmartinnss

10 months

🇧🇷Recent rainfalls in Mato Grosso shall recover few soybean plots, whereas others will have soil moisture fully depleted by upcoming heatwave over central west and northern Brazil ✔️This scenario is being priced over FOB basis curves , with February basis turning even today,

Diego Meurer

@DiegoMeurer2

10 months

It rained on some crops in Mato Grosso, do you think this soybean will recover and produce 60 bags per hectare? It seems that the market understands yes, or are the sharks financing the optimism of the harvest?

7

16

80

0

7

29

Victor Martins

@vmartinnss

3 years

Corn futures are now pricing worldwide cash mkt reality... shortage!!. Brz corn exports will be capped at 20 vs 35 mnt, and i assess that at least 8 mnt will be switched from Brz FOB ports to US FOB Gulf.. but i don't know whether USA exporters can make up for with current s&d..

1

5

27

Victor Martins

@vmartinnss

10 months

🌧️Rains make grains ! 🌱 ✔️Target right on the spot 🎯 ✔️ Scattered rainfalls this new years turn, more than replenishing Brazil’s central west soil moisture ✔️ Late cycle hybrids should boost potential from now on ✔️ Never forget that January weather for Brazil is the key.

Victor Martins

@vmartinnss

10 months

✔️ Widespread rainfalls for next 10 days covering major soybean areas in 🇧🇷 ✔️ Basis breaking/Spreads breaking ✔️ H&S pattern breakout 🎯 1290 c/bu next target #soybeans #grains #commodities #oatt

1

8

2

5

28

Victor Martins

@vmartinnss

9 months

🇧🇷Brz Soybean Basis Price Action 🌱12-01 Wrap ⬛ Sb basis are dropping both at origin (FOB Brz) as at final destination (CFR China). ⬛ Rumors of deals in CFR China for February shipments at +90sh, a 30 cents drop in a single day, despite stable prices in Chicago. ⬛ The total

1

10

27

Victor Martins

@vmartinnss

1 year

@Saull0pereira @Mundo__News Sozinho na linha de frente de uma coalizão hostil de pelo menos 3 frentes. Israel já foi atacado sozinho por 4 países ao mesmo tempo. Infelizmente ajuda dos eua mais do que necessária quando se tem ratos covardes como Egito, Irã, Libano e Syria por perto !

1

0

28

Victor Martins

@vmartinnss

3 years

Gm guys .. good week for all! 🇨🇳 China snapped a 🇺🇸PNW soybean Cargo @346X for September shipment.. Are we going to see another 25 Cargoes this week? Lets keep an eye on it!

2

6

26

Victor Martins

@vmartinnss

10 months

🌧️Rain makes grain !🇧🇷 #oatt #soybeans #Brazil #grains

1

4

26

Victor Martins

@vmartinnss

3 years

🇨🇳🌱🚢China keeps lifting feb/mar soybean cargoes here in Brazil and amid yields reduction and farm selling reprieving, basis are skyrocketing! Overnight Chinese demand lift the following sb cargoes here in Brazil 🇧🇷 • (2X)Mch/22 +215sh gavilon/?? • May/22 +209k amaggi/ectp

1

4

26

Victor Martins

@vmartinnss

3 years

🚀📈Soybean meals turns back to be the major bull driver catalyst this season! Let’s get it down to show up more about was going on in meal ! 🧶 ✔️La Niña issues keep hindering Arg soy yields along 10-15 days. Upcoming downward revisions is awaited ✔️ The major Argentina export

2

6

25

Victor Martins

@vmartinnss

10 months

@Egirl_Comunista @policiafederal @coniboficial

0

25

Victor Martins

@vmartinnss

2 years

🇧🇷🌧Early month widespread rainfalls has boosted Soybean crop vegetation along Brazil’s largest soybean producer state, Mato Grosso. 📊Expectation of largest sb crop ever propelled by acreage increase and ideal development conditions Flw some shots from Lucas Do Rio Verde/MT

0

6

25

Victor Martins

@vmartinnss

1 year

@Anderso53801449 @AndreLajst Nunca vi um homem bomba judeu invadir Gaza. "Ah mas civis estão morrendo". Muitos morrem com orgulho de serem mártires. Morrer pela Jihad é um orgulho que transcende gerações por eles. "Ah mas crianças la tbm morrem". Infelizmente são usadas como linha de frente no confronto

7

0

23

Victor Martins

@vmartinnss

3 years

Gm ppl 🇨🇳China active soybean buyer at USA ports🚢 USG DEC/JAN @305f cargill/olam USG DEC/JAN @300f ADM/scents 🚢 PNW FOB (2X) Jan/feb @104f Mitsubishi/cofco Let’s keep it moving

2

10

24

Victor Martins

@vmartinnss

3 years

🇨🇳Chinese soybean deals heard overnight ! 🇺🇸FOB Us Gulf Lh dec -Jan 20/02 @108f chs/olam Lh dec- jan 20/02 @108f zennoh/? 🇧🇷 FOB (rgds/Santos) Lh dec @160f ( Bianchinni /gavilon) Lh dec @158f 🇨🇳CFR China ( brz) COFCO JAN @255h freight cost fall has lead China to snap FOB USG

1

8

25

Victor Martins

@vmartinnss

3 years

🇨🇳China keep bidding up some soy cargoes. Since last week over 20 vessels has been snapped. Overnight another 🇺🇸PNW deal changed hands: ☑️PNW Full Jan/22 @315sf buyer/seller (CHS/BUNGE) interesting is to notice the widening spread vs brz sb levels last 03/12 a soybean 🧵

1

2

24

Victor Martins

@vmartinnss

3 years

Good morning ! Finally some fresh demand..China 🇨🇳 snapped some soybean cargoes overnight.. and brz soybeans keep on the lineup for Q4!! According with sources: 🇺🇸from PNW 7/8 cargoes for Nov/Dec and fh March 🇧🇷Nov/Dec /Feb @233h

4

9

23

Victor Martins

@vmartinnss

8 months

@MMAmelotto luta feminina estragou o card.. charles tinha que ser a penultima pelo amor

8

0

23

Victor Martins

@vmartinnss

3 years

* 12-Jan-2022 09:54:00 - Reuters 🌱🇧🇷BRAZIL 2021/2022 SOYBEAN OUTPUT FORECAST CUT BY 4.8 MLN TNS TO 140 MLN TNS AS DROUGHT HITS CROPS - ABIOVE TRADE GROUP (In Brazil Abiove is NOPA equivalent)

0

6

23

Victor Martins

@vmartinnss

3 years

65/66 bu/ac…. Record yields in western Mato Grosso !!

Rally da Safra

@rallydasafra

3 years

Lavoura em Brasnorte/MT com uma excelente qualidade! 🌱

2

13

64

1

23

Victor Martins

@vmartinnss

4 years

@MSR781 @coniboficial e bolsonarista né.. sou judeu e concordo com a CONIB

5

0

17

Victor Martins

@vmartinnss

11 months

✔ Futuros da soja na CME rompem média móvel de 50 dias e encerram em mínimas de 30 dias com convergência de modelos para mais chuvas no centro oeste para mapas de 1-5 dias ✔ Nessa manhã mapas estendidos apontavam para boas chuvas em grande parte do cinturão da soja para 10-15

1

7

23

Victor Martins

@vmartinnss

3 years

Staggering soybean meal and oil demand at brazillian ports is propelling domestic crush margins, thus ,enabling crusher to outbiding ports and increasing brazillian FOB soybean cargoes! Today, an August 215 c/bu deal has changed hands in soybean!!

3

6

22

Victor Martins

@vmartinnss

4 years

The corn rush wages on.. southern Paraná industries are lifting Mato Grosso corn.. the desperate for corn is making industries pay R$75,00 EXW.. the curious is the freight.. with 1.390 miles away.. the inland truck freights amounts to R$19,00 which stands for $7,09 c/bu corn..

1

6

21

Victor Martins

@vmartinnss

2 years

🌧🇦🇷6-10 maps prints slightly better rainfalls odds over Argentina corn belt. 🔎this’s gonna be the major mkt mover ahead this short trading week 📊 If rains pours out sudden wx premium reduction over sb complex 🚨Funds have its biggest net long (16k) position since may/18

1

6

22

Victor Martins

@vmartinnss

10 months

✔️Rains were near expectations yesterday, favoring southern Goias, southern Minas, central Sao Paulo, central Parana, and Rio Grande do Sul. ⚠️Rains going to favor Mato Grosso, MGDS, Goias, Minas, Bahia next days. • 🌧️An upturn in rains in northern areas should improve

Victor Martins

@vmartinnss

10 months

🌧️Rain makes grain !🇧🇷 #oatt #soybeans #Brazil #grains

1

4

26

2

9

22

Victor Martins

@vmartinnss

3 years

🇧🇷🔥No cooling at all.. reluctant sellers, weather issues, quality issues is keeping brz sb cash mkt steady!📈 PGA 21/22 Mar 140 vs 130 Apr 115 vs 107 A/M 115 vs 111 May 119 vs 115 J/J 122 vs 115 PGA 22/23 Feb 70 vs 60 Mar 55 vs 45 Apr 30 vs 20 May 30 vs 20

2

5

23

Victor Martins

@vmartinnss

11 months

🌱 Argentina 2023/24 soybean planting area estimated at 17.3 mln hectares vs 17.1 mln hectares previously estimated - Buenos Aires grains exchange" 🌾 Argentina 2023/24 wheat production estimated at 14.7 mln t vs 15.4 mln t previously estimated - Buenos Aires grains exchange 🌽

0

5

22

Victor Martins

@vmartinnss

3 years

🇧🇷📈 Brazil soybean basis steady along the curve, albeit cbot spike prompted some farm selling activity later today! Support coming from strong forward crushing margins are keeping Brazil soybean prices underpinned!

1

10

21

Victor Martins

@vmartinnss

3 years

Bargain shopping or short covering? 🇨🇳China has snapped over 3-4 soybean cargoes overnight from USG..for def-Jan! Yesterday, a player had snapped some brz beans for the same shipment and bought it’s papers back due to negative FOB replacement costs Negative fob margins in brz

2

3

22