Pedro H Dejneka
@PHDChicago
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Papai & husband 1st! Founder/Partner @ MD Commodities. South America/World agricultural commodities & macroeconomics analysis - Basketball lover & Coach 🤙🏻
🇺🇸🇧🇷
Joined August 2011
@Grainmonster That may be a tad aggressive for tomorrow’s report - unless we see another decent move lower in yields In my view Possible? Sure Probable? No
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Fact Check: Soybean Harvest - BRAZIL - talking up "harvest delays" for 🇧🇷 in early Feb is as useless as talking up "planting delays" in Sep/early Oct - ~ 60% of 🇧🇷 soy harvested Feb 10 - April 10 - Machinery "arsenal" allows for incredibly fast harvest pace in tight windows🤙
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Updated South America Soybean Production: - 231 MMTs (+/- 3 MMTs) - Range 228-234 MMTs New record by > 10 MMTs!👀 Despite issues in the "southern cone" of the continent Remember: "Fundamentals may not always matter in the short term, but in the long run the win out"
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@Dartman62 Possible - yes Probable - no Our current range is 170-175 +/- 2 MMTs Some yields are simply incredible, never before seen type yields But there are also enough regional issues to help counter some of that Gigantic crop, new record but still below the “max potential” of 185+
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