Grain & Black Sea Flows · Agriculture · Global
I trade and analyse the global grain balance — Black Sea logistics, South American harvests, and the basis trades between them. Subscribers are farmers, traders, and food companies who need the flow read before the USDA print.
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Forecast · Grain & agriculture
● Open62%
stated probability
resolves
30 Sep 2026
Corridor flows have normalised faster than the risk premium implies; the swing factor is insurance.
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