The most powerful plots for the day.
Top plot shows that the total supply of grain steadily decreased throughout the year 2025 from 11.4 B to 9.2 B. This is good capital stewardship, just based on low prices.
Yet, price begin to climb since September this year, post the hint of land cards. Daily production kept on increasing, but demand outpaced supply increase due to speculation for today and beyond.
Now it is the moment of truth!
I'm part of the speculation! 🤑 But yes, maybe it makes sense to start selling at least a little... I'll come up with a plan. And with a way to calculate the impact of land cards. Gotta rush to work now.