MadsKri's profile picture. AG trader | Commodity enthusiast | TA nerd | Tweeting my view on the oilseed and grain markets - not advices!

Mads Kristensen

@MadsKri

AG trader | Commodity enthusiast | TA nerd | Tweeting my view on the oilseed and grain markets - not advices!

Joined February 2014
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EU #rapeseed areas is forecast to increase slightly in 25/26. Production will still be too low to meet domestic demand and main import origin, Ukraine, not able to increase areas either. Will small/no carryover in current marketing year we are facing another year with tight SnD.

#Acreages of #rapeseed in the #EU-27, #Australia, #Canada, #India and the #US are likely to record increases while the area in #Russia is expected to decline. biofuels-news.com/news/igc-proje… #biofuels #bioethanol #biodiesel #feedstock

biofuelsmag's tweet image. #Acreages of #rapeseed in the #EU-27, #Australia, #Canada, #India and the #US are likely to record increases while the area in #Russia is expected to decline.
biofuels-news.com/news/igc-proje…
#biofuels #bioethanol #biodiesel #feedstock


This is about as incredible as it gets. 🇪🇺Matif #rapeseed vs. 🇨🇦canadian #canola. In one straight run canola went from $100 premium to $100 in 15 months. Obviously this time is different. #oilseeds #oatt

MadsKri's tweet image. This is about as incredible as it gets. 🇪🇺Matif #rapeseed vs. 🇨🇦canadian #canola. In one straight run canola went from $100 premium to $100 in 15 months. Obviously this time is different. #oilseeds #oatt

First #China then #Trump. If Trump is about to impose a 25% import tariff on Mexican and Canadian goods, this can be a serious issue for the canadian #canola crush industry. Literally US is THE EXPORT DESTINATION for canola #meal and #oil. #oilseeds #OATT

MadsKri's tweet image. First #China then #Trump. If Trump is about to impose a 25% import tariff on Mexican and Canadian goods, this can be a serious issue for the canadian #canola crush industry. Literally US is THE EXPORT DESTINATION for canola #meal and #oil. #oilseeds #OATT
MadsKri's tweet image. First #China then #Trump. If Trump is about to impose a 25% import tariff on Mexican and Canadian goods, this can be a serious issue for the canadian #canola crush industry. Literally US is THE EXPORT DESTINATION for canola #meal and #oil. #oilseeds #OATT

The #oilshare in #soy looks like it is due for a correction although biofuel policy in the US remain uncertain. Proposed 45Z should be bullish oilshare and import tax on feedstocks even more bullish. But there's also risk that current BTC program can be extended for another year.

MadsKri's tweet image. The #oilshare in #soy looks like it is due for a correction although biofuel policy in the US remain uncertain. Proposed 45Z should be bullish oilshare and import tax on feedstocks even more bullish. But there's also risk that current BTC program can be extended for another year.

Record high Open Interest on the Feb25 #rapeseed contract. At the same time Investment Funds gross long positions are going through the roof, and holding only 7k gross short. Lots of contracts must be spread or liquidated with the next month.

MadsKri's tweet image. Record high Open Interest on the Feb25 #rapeseed contract. At the same time Investment Funds gross long positions are going through the roof, and holding only 7k gross short. Lots of contracts must be spread or liquidated with the next month.

Current #rapeseed crop really starts to tighting up. Not only has the G5/K5 spread inverted also spread to new crop '25 is on the move. And all this despite 75% of the available supplies out of Ukr has been either crushed or export in the period of Jly-Oct acc to @OILWORLD_Mielke

MadsKri's tweet image. Current #rapeseed crop really starts to tighting up. Not only has the G5/K5 spread inverted also spread to new crop '25 is on the move. And all this despite 75% of the available supplies out of Ukr has been either crushed or export in the period of Jly-Oct acc to @OILWORLD_Mielke

Half the volume traded so far today on the K25 #rapeseed contract is traded in the G5/K5 spread indicating some bull-spreading taking place, now putting the spread into an inverse.


Despite anti-dumping probe, it seems someone 🇨🇳 is busy importing some Canadian #canola.

MadsKri's tweet image. Despite anti-dumping probe, it seems someone 🇨🇳 is busy importing some Canadian #canola.

Mads Kristensen Reposted

China money supply...another deflationary impulse coming.

PPGMacro's tweet image. China money supply...another deflationary impulse coming.

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