Chinese agricultural analysis
Joined March 2025
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43 Photos and videos
Jun 12
Commodity markets in a nutshell/eggshell
Feb 2025 - US retailers limit egg purchases, $6.23/doz
July 2025 - China egg prices down 20% y/y
May 2026 - US prices down 52%
June 2026 - China retailers limit egg purchases. Wholesale prices up 79% y/y
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Jun 11
Hubei province is a relatively wheat small producer in China (~4 million tons, or 3% of production), but had really bad rains this year. For a few weeks now stockpilers there have been bidding to buy wheat for reserves but are getting no offers.
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Jun 11
Stockpilers have already raised their bids by 100 yuan per ton to get wheat. But other areas of the wheat belt also had sporadic and localized rains, so the quality can be very mixed.
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Jun 7
Seems like things in AI are going well if ChatGPT needs to send me an email on a Sunday reminding me that they have a product, and suggestions/encouragement to use that product.
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Jun 7
Now they have an email, not in their own voice, about their lovely walk in the woods. And a well suported claim that there needs to be more Maple trees. But they're not sure who to send this to.
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Jun 7
That's the only situation where Microsoft Outlook Copilot would be useful.
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Jun 5
I might be done with writing in word. Horrible AI grammar suggestions were bad enough, but now they come with a prompt to use Copilot, the worst of all the AI. No thanks.
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Jun 5
And the suggestion is to change 'whey' to 'why', which isn't what the sentence is about, and the change makes the sentence unintelligble.
If the grammar suggestion makes the entire sentence not work...don't suggest the change? Or is copilot that bad it can't do that?
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Jun 4
Chinese urea fertilizer futures prices are now below Strait of Hormuz-closure levels.
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May 29
This story about wheat harvesting has gone viral in China. Cut 4, Compensate 5. Much like the US, people with combines travel to harvest the wheat.
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May 29
To help the situation, the local Ministry of Agriculture says they have big mu (亩) and small (亩). A mu is 1/15th of a hectare. But apparently in Hubei, it can also be much larger, based on historical assessments of land quality.
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May 29
I'm not smart enough to translate any of this. But there are so many memes
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