A very well written article by Fred Ferguson on the China deal Worth the time to read Part 1

If farmers want to squeeze the paper market, hold your canola. Specs are net short 82K contracts, they bet canola prices drop. Commercials are net long 91K, they NEED canola. Last week shorts started covering, but March expiry is coming and they need to settle. Here’s the math:

This weekend has shown definitively that Canadians are happier when farmers are kept poor. Sure, we're allowed to trade food for money, but only to approved nations. Subsidies for autos are ok but farmers should make do with an interest free loan on one commodity.

Europe has to stop playing defense. What is happening now is not strategy, it is reflex. Trump throws out a threat in the middle of the night. Europe wakes up. Emergency meetings. Carefully worded statements. Hope it blows over. Then repeat. This loop is not just weak, it is

Warren Kinsella The US supreme court is likely striking them down this Wednesday or next, so he needs to get the last few 100% threats out of the way.

BREAKING: India has reportedly reached a new trade deal with the EU and will cut tariffs on cars from 110% to 40%, with tariffs eventually falling to 10%. India is making trade deals with the EU and Canada is making trade deals with China. Global trade is shifting.

Melissa 🇨🇦 Canada is NO closer to China than they were a month ago. Carney negotiated tariffs that had increased in 24’ on goods we already traded with them! Maybe be happy for canola farmers, beef exporters, etc and quit spinning it into something it’s not!

The U.S. is probing price fixing in Fertilizer, these guys knew it was going to happen far before it was announced. I bet the fine for price fixing is not cheap and will result in a large stock drop.

🚨 FOOD CRISIS ALERT 🚨 This is NOT about fertilizer anymore… this is about GLOBAL FOOD SUPPLY COLLAPSE. • Europe urea production ↓ 3.5 MT • China export bans → 5.5 MT gone • Strait of Hormuz disruption → 13.5 MT wiped out • Middle East war choking gas → fertilizer

🇺🇸🇨🇳At the White House on Friday, Trump said: “American soybeans are now being shipped to China in record amounts.” Unless something unexpectedly changes, 2025/26 U.S. soybean exports to China are on track to be: ▪️a 19-year low ▪️down 58% from the five-year average

What are the odds? Lotto Max players are about to get screwed. Again! The odds are getting dramatically worse, not better. As if winning the Lotto Max jackpot isn’t hard enough, along comes news that achieving such a windfall is about to get that much harder – and more

If as a country we cannot put partisan blinders aside to simply acknowledge that these are incompetent people out of their depth, that their incompetence has led to global turmoil and destabilized the economy without strategic direction or purpose, and throw them out of office in

Interesting fact on today’s new contract high on today’s crude. When comparing today’s high in crude vs March 25th 2022 high in crude, on the grain side we saw: Wheat closed at $11.02 Corn closed at $7.54 Beans closed $17.10 1/4 Oats 7.38 Just an observation, do with it

I am frankly tired of all the hockey not-so-intelligentsia jumping on goaltending in playoffs, especially on screened shots. Look Ingram is not problem as Oilers are tied 1-1. Oilers have lost thread of playing a good defensive brand. Again.

Dan Tencer Ingram?!? That's who you think is the weak link tonight? I think your PVR is showing you the wrong game. Ingram is the only reason it's not 10-3.

Bradley Seaton Ryan Whitney Lol… I’m sure you didn’t watch the game. If you give up 10–15 odd man rushes in a game, what is the goaltender supposed to do?

Dustin Nielson Anyone who blames the goaltending tonight doesn’t know hockey. Absolutely atrocious defensively

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire