Javier Preciado Patiño
@jpreciadopatino
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Agronomist from Bs. As. University. Family man. Father of 4. Former Undersecretary of Agricultural Markets. Agribusiness prophet. Gibson guitars fan
Ciudad Autónoma de Buenos Aire
Joined May 2012
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Pinned Tweet
BREAKING: This Wednesday 09:00 Arg Time an essential Live Session with Eddy Fay, one of the most Argentine reliable expert on the global
#fertilizer
market. If you are part of the
#agribusiness
ecosystem, stay tuned!
#phosphate
#nitrogen
#urea
#MAP
#DAP
0
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8
@GabyLob
Pensé exactamente lo mismo cuando vi los videos y las fotos. La izquierda global, el progresismo, la cultura woke, mira para otro lado. Su doble estandar es insoportable ya.
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103
632
@nachomdeo
Lo curioso es que hoy el apoyo a Putin, HAmas, los Ayatolas, etc, viene de la izquierda y el progresismo. La cultura totalitaria está ahí.
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@GabyLob
Era hora, además como tienen muchos hijos cada vez son proporcionalmente más y no aportan nada a la defensa del país
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11
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El dictado del Decreto 640 en el día de hoy abre un tremendo mundo de posibilidades para los negocios en el
#agro
. La reforma de la Ley de
#Warrants
, incorporando la
#tokenizaci
ón convertirá en activo negociable a los
#granos
de los
#silobolsa
🧵
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@HelmanticoEinar
@GalileoArms
Si y dispuestos a matar a otros, con madres e hijos esperándolos, solo para complacer a Putin
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111
Yesterday, the platform Siogranos marked the largest daily
#soybean
sales since September 2022, when the former Govt launched the Soy Dollar Round I. 2023/24 harvest, already started, shows very good yields.
#oilseeds
#vegoils
#agribusiness
.
5
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92
Para cargar un barco hacen falta 2.000! de estos camiones. ¿Cuando vamos a dejar de sacar la cosecha en cucharitas?
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Facts, not words. Since March 1st Arg farmers🧑🌾🇦🇷 sold 10.2 MMT of
#soybean
, the second largest volume since 2021, and well above the other 3 years. The trend is positive, and this month of May weekly sales round 1.45 MMT.
#oilseeds
#vegoils
#agribusiness
2
22
89
BREAKING: The Arg Govt🇦🇷 proposes to increase export taxes for
#soybean
meal and oil to 33% from 31%.
#Sunflower
🌻complex export taxes from 7 to 15%. There is no more incentive to crush
#oilseed
here. A great news for the
#grain
or raw materials importers around the world
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The first economic measure of the new government 🇦🇷was to temporarily close the register of
#grains
and
#byproducts
exports. In this thread, I will try to explain the reasons behind this. 🧵
#soybean
#vegoils
#cereals
#corn
#agribusiness
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17
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It rained where water was needed. Thanks God!!
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banco al
@intaargentina
para erradicar la palabra
#agrotoxicos
de la comunicación institucional. La primera batalla se da en el lenguaje
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@Nicolas_Massot
Afiliate al FIT con miryam bregman porque estás más cerca de Maduro, Petro, Evo y Boric que del sentimiento de los argentinos.
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70
Esta Navidad no habrá tanta felicidad, porque ellas no están en sus casas con sus familias. Bring them home, now!
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Efectivamente, hay unos US$12.000 millones en soja embolsada, que no ingresa al circuito financiero. La posibilidad de
#tokenizar
esos
#activos
y convertirlos en criptoactivos negociables en el mercado abre un mundo de negocios nuevo.
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7
48
#Argentina
: 42% of the crushed
#soybean
was imported this year. Imported soybean reached astonishing 8.17MMT Jan/Aug. 52% from Py🇵🇾; 44% from Br 🇧🇷and 4% from Bo🇧🇴.
#vegoils
#oilseeds
#agribusiness
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Breaking!! Russia might remove export duties for grains/ oilseeds / vegoil if shipped to so called "friendly nations" So countries like Egypt could buy Russian wheat even cheaper & India can save $ on sunoil imports- Wheat 🌾 etc to be used as a weapon of geopolitically
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Hoy nos reunimos con los directivos de la Bolsa de Cereales de Buenos Aires. Productivo diálogo para mejorar la interacción público privada.
@capacitacionbc
@estimacionesbc
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9
46
El 81% de los nuevos cultivares de trigo fueron obtenidos en la Argentina. El
@intaargentina
hizo punta
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I should have checked twice if I was reading correctly. The answer was "yes". During March
#soybean
imports rocketed to 1.39MMT📈📈, the largest volume ever for a single month. 222K arrived from Brazil🇧🇷🇧🇷.
#oilseed
#vegoils
#crops
#agriculture
#agribusiness
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46
#soybean
crushing shows 30% increase YoY in the first two months of 2024. Despite there is one month left for the new campaign, crushed volume was well above the prior expectations. My forecast: 2.5MMT in March and 4.2 MMT in April.
#oilseeds
#vegoils
#agribusiness
.
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13
46
Last month I visited a farm growing
#sunflower
. The expected yield in this plot was 2.5 tons/hectare with Syn3975 High Oleic hybrid. Some people agree that Argentina will get a good harvest, despite the fall in the acreage.
#vegoils
#oilseeds
1
5
45
Argentina🇦🇷:
#soybean
sales have been declining since the 2nd half of January. There is no more soybean on the farms? Or do the farmers wait for a better economic scenario?
#oilseeds
#vegoils
#agribusiness
#agriculturetips
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14
45
Last week,
#farmers
sold 1.25 MMT of
#soybean
. The trend is clearly positive. How much soybeans will be sold in May? If you want to know it, subscribe to my daily report, via WhatsApp by sending me a DM.
#vegoils
#oilseeds
#agribusiness
1
11
45
Two graphs to understand what's going on with the
#soybean
in 🇦🇷🇦🇷. First: Today govt improved the SoyDollar condition to an implicit exchange rate of around AR$530 vs official AR$350. Yesterday, sales touched a floor of just 9K tons sold.🧵
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@Defensa_Israel
La perversión del terrorismo ha llevado a este dilema. Es fácil pedir mano dura cuando ni tu familiar, ni tu vecino, o amigo están secuestrados. Al mismo tiempo, conociendo la naturaleza del enemigo, se sabe que pocos o ninguno siguen vivos a esta altura.
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Con el diario del lunes es fácil, pero fíjense que poca actividad había tenido vicentin durante noviembre, cuando todos se mataba por meter DJVE
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@Defensa_Israel
Dar con Sinwar, podría afectar la combatividad de Hamás? Representaría un golpe de efecto importante, o en lo fundamental no representaría gran cosa, siempre en el plano de lo militar?
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Did you know that the largest
#corn
-based
#ethanol
producer in Argentina is a Farmers' owned company? Its name is ACAbio and they are responsible for 36% of the national production this year (Jan/Nov)
#biofuels
#bioenergy
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42
I told you that in the next weeks, you will see a flood of
#corn
export licenses. Here is the ranking of the exporters, led by ADM. Next harvest will return to the previous level, with 36/40 MMT of exports.
#cereals
#crops
#agribusiness
#argentina
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If you want to buy
#sunflower
🌻🌻 oil or meal from Argentina🇦🇷🇦🇷, clearly the seller is
#Viterra
. Led by country manager Vlado Barisic, the company has 47% of the SFoil and 42% of the SFmeal export market share. Look at the following graphs!
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American exporter ADM leads Argentina's 2023/24
#corn
export records. Its share reaches 28% of the total registration: 15.5 MMT represents around 40% of the whole new export campaign
#agribusiness
#cereals
#crops
#agriculture
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In his 1st week, the Govt shows a certain lack of professionalism and coordination. Yesterday Minister of Economy, Toto
#Caputo
, announced the first measures. I will try to explain their impact on the
#agribusiness
sector, pulling away facts from speculations or rumors.
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Qué bien se trabaja en nuestro campo! En
#Inriville
usan cobertura con centeno para frenar
#salinizaci
ón despues de inundaciones
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La reforma a esta ley puede abrir una nueva era en la comercialización granaria. De hecho grandes
#cerealeras
ya han invertido en plataformas de token, lo cual va a transformar incluso la cadena logística.
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8
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Hoy nos reunimos con
@MarcoLavagna
titular del
@INDECArgentina
con la idea de potenciar el intercambio de información relativo a lo agroindustrial. No hay compartimentos estancos en el Estado. Trabajamos juntos para el bien comun
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@roitele1
que su memoria sea recordada por siempre y su familia abrazada por todo el pueblo de Israel
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This is my latest report on the Argentine 🇦🇷🇦🇷
#agribusiness
. Subscribe it via WhatsApp sending me a DM.
#soybean
#corn
#wheat
#sunflower
#cereals
#oilseeds
#vegoils
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8
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@roitele1
Milei dijo que va a viajar a Israel antes de asumir. Lo que es segudo es que se acabaron las medias tintas. Fuerte condena al terrorismo y lejos del eje Moscú/Teheran/Caracas/L PAz
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Argentine
#soybean
market: extension of the SoyDollar IV is not working well. Daily sales averaged 66K tons in its first week versus 277K in the previous weeks. Reasons:
1.- There is no longer much soybean in farmers' hands.
🧵
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#soybean
crushing in Arg🇦🇷 advances at a reasonable pace. But 20% of the crushing comes from imported soybean (mostly from Paraguay🇵🇾). From 2020 to 2022 imported SB share in May averaged 15%
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weekly
#soybean
sales stabilized at 1.68MMT in the last three weeks. May accumulated 7.02 MMT sales cash+price fixation. FOB value of the soybean sold, above US$3.1 billion.
#oilseeds
#vegoils
#agribusiness
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@CapitanKaplan
Israel triunfará. Será doloroso, pero triunfará. Cuiden a su gente y no le presten atención a lo que se diga en este occidente decadente.
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1
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Surprise!!!: Argentine🇦🇷🇦🇷
#oilseed
industry crushed 13% more
#soybean
in January than a year ago, and 12% more than in December. The catastrophic scenario didn't happen!
#vegoils
#agribusiness
2
8
36
#Soydollar
IV: seven days after its launch, farmers sold half the target volume: 4.5MMT. Compared to an average need of 265K, sales climbed to 319K tons.
#soybean
#vegoils
#oilseeds
0
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#soybean
is my favourite crop. Today I visited some plots in Alberti; both second crop and full crop look very good. My agronimist host say full season soybean will bring very good yields; in the case of 2nd SB, he needs 15 days without frost to collect good yield!
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8
36
Today I visited my friends of Areco Semillas, south of Pergamino. This is how
#soybean
plots look like. They received good rains in Dec and Jan, and the condition of the crop is very good. In this case, is a non GMO variety, 3.7 Maturity Group and indeterminate growth habit.
1
7
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Hoy estuvimos hablando de esto, del disparate de
#Pergamino
de aplicar una distancia absurda de 1.095 metros. Hay que derribar este mito, una total sinrazón. Se puede aplicar fitosanitarios en forma absolutamente segura para la salud y el ambiente a tan solo 5 o 10 metros!!
@YveCtx
@dguillaume26
@Elisabeth_Borne
@yjadot
@RoyalSegolene
En Argentine, nous sommes toujours bizarres ...
dans certains endroits 1000 mètres, dans d'autres endroits 300 mètres et 0 mètres et d'autres
cela dépend de l'humeur politique de la population urbaine et d'un humoriste comme
@cuervotinelli
En France, combien de mètres sont-ils?
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Finally,
#soybean
crushing in April was below 4MMT, but in line with "average" campaigns. Crushing activity in April was disturbed by rains and strikes.
#oilseeds
#vegoils
#agribusiness
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@Defensa_Israel
Creo que hay que entender la idiosincracia en esta parte del mundo. Si Irán se da por satisfecho mandando estos misiles y drones, por los terroristas abatidos en Damasco, todo puede quedar en stand by hasta el próximo episodio
7
2
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BREAKING: influential ag-consultant
@pabloadreani
talks about the Government's "silver bullet": to announce tomorrow the reduction of the
#soybean
export taxes from 33 to 23%, for a limited period. Wish or information?
7
9
34
Today there were some rumors about a new Soy Dollar💵💵. In the following thread, I will try to analyze the fundamentals of such kind of policy decision🧵.
#oilseeds
#vegoils
#agribusiness
#soybean
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33
The import of
#soybean
remains very active. In March close to 1MMT was imported, 99% from Paraguay. This volume represented 34% of the total
#crushing
.
#vegoils
#oilseeds
#agribusiness
0
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Between the planting season and the start of the harvest, Argentine
#soybean
growers lost US$110 per tonne. Say no more
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#soybean
crushing continues well below past years. During March, the
#oilseeds
industry processed 2.11 MMT 28% down YoY
#vegoils
#agribusiness
#crops
1
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34
A new govt 🇦🇷🇦🇷 was elected today. Javier Milei will take office next Dec 10. Tomorrow a fine analysis of the
#agribusiness
#farming
impact with this
#market
friendly govt.
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9
33
I invite you to take a look at the world's largest
#vegoils
importer, India🇮🇳🇮🇳, through a dialogue with analyst
@Goodvib75002247
Tushar Agarwal. This Friday on X Save the date!
#soybean
#sunflower
#agribusiness
1
7
32
The arrival of
#soybean
trucks at port terminals in the Up River normalizes
#oilseeds
#vegoils
#agribusiness
0
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33
This is the ranking of
#soybean
exporters from Argentina. Non-crushing companies account for 69% of total exports. Here, the ranking by myself.
#oilseeds
#vegoils
#agribusiness
#agribusinesstalk
0
9
32
A source in the
#oilseed
industry is saying that Arg🇦🇷🇦🇷
#soybean
harvest 2022/23 closer to the official estimates (25MMT) than to the private ones (20/21).
#vegoils
#agribusiness
1
5
32
Everyone who wants to receive my update on Argentine
#agribusiness
, just send me a DM and I will add you to my WhatsApp distribution list.
#soybean
#corn
#maize
#wheat
#sunflower
#oilseeds
#vegoils
#cereals
#crops
#agriculture
#biofuels
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The
#soybean
complex export registrations don't increase in May; SB meal decreases at the expense of SB, while SBoil remains stable.
#oilseeds
#vegoils
#agribusiness
1
7
30
In the last 2 days,
#soybean
sales dropped to 190K from 370K daily sales in the previous week. Are farmers stopping their sales? but Govt said they won't give them a new "Soy Dollar" to stimulate sales!
0
8
31
My forecast: in the coming weeks, the
#oilseed
industry should register SB meal exports by 1MMT to be shipped in June, and 1.25 MMT to be shipped in July. Why? 🧵
1
5
31
Only 800K tons of
#soybean
sold during October. The silobags are almost empty. Rosario Commerce Exchange reports that just 2.7 MMT remain in the hand of the
#farmers
🧑🏻🌾
#oilseed
#vegoils
#agribusiness
0
10
31
#soybean
price jumped from AR$120K to 160K and
#farmers
🧑🌾 reacted positevely! 724K tons sold in just 2 days. The expectation now is whether farmers will continue selling at this price or if they want AR$165/170K. Thanks
@MariscottiJavi
#vegoils
#oilseeds
1
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@nachomdeo
Por eso es fundamental la ayuda de occidente, sin reparo, al esfuerzo bélico de ucrania
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Prior to the begininng of the harvest, Argy 🇦🇷
#farmers
🧑🏻🌾are selling 600K tons of
#soybean
per week. Crushing increased to 2.4 MMT in Feb and could enlarge to 2.6 in March. SB meal programmed exports in March at 1.45 MMT. Stay tuned!
#oilseeds
#vegoils
#agribusiness
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