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[@SusanNOBULL](/creator/twitter/SusanNOBULL)
"Tonight's HOT TAKE is all-in on #soybeans taking a closer look at what a lack of Chinese biz means for US beans why sales to other countries remains slow & why domestic crush won't bail out the 2025/26 balance sheet๐ŸŒฑ Get your name on the list using the link in my bio๐Ÿšจ"  
[X Link](https://x.com/SusanNOBULL/status/1975952711146516681) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-08T15:53Z 10.8K followers, 4764 engagements


"More meal less beans. There's a shift underway in soy dynamics as the US is set to export a record high volume of meal relative to #soybeans in 25/26 Check out today's HOT TAKE for the full scoop on US/China trade expanding crush capacity & what it means for the balance sheet"  
[X Link](https://x.com/SusanNOBULL/status/1976093310281466204) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-09T01:12Z 10.8K followers, 7292 engagements


"A reminder why Argentina matters and why one might question this administrations decision to back them up the the tune of $20B I dont condone mailbox money but $20B currency swap with one of our biggest competitors is a questionable move vs sending $10B to your own people"  
[X Link](https://x.com/SusanNOBULL/status/1976451000799199669) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-10T00:53Z 10.8K followers, 10.3K engagements


"This might be the dumbest thing I have read to date"  
[X Link](https://x.com/SusanNOBULL/status/1978855663041163669) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-16T16:08Z 10.8K followers, 10.2K engagements


"Did you know two companies Corteva & Bayer control XX% of US seed #corn sales & XX% of #soybeans sales up from XX% & XX% twenty years earlier More in the Weekender"  
[X Link](https://x.com/SusanNOBULL/status/1972412405658616166) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-09-28T21:25Z 10.8K followers, 25.4K engagements


"Day XXX "If you want to look good in front of thousands you have to outwork thousands in front of nobody." -Damian Lillard"  
[X Link](https://x.com/SusanNOBULL/status/1977025761182929388) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-11T14:57Z 10.8K followers, 5274 engagements


"Putting #soybeans demand in perspective: Although the U.S. finds itself in a precarious position today its worth noting Brazils dependence on Chinese demand now accounting for XX% of its total demand compared with the U.S. where XX% of demand is domestic"  
[X Link](https://x.com/SusanNOBULL/status/1978830888063385994) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-16T14:30Z 10.8K followers, 5659 engagements


"Peak career moment: becoming a trade war meme"  
[X Link](https://x.com/SusanNOBULL/status/1979182161421889585) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-17T13:46Z 10.8K followers, 6067 engagements


"Word of the day: OPTICS While the US importing Argy beef to cool domestic prices amid the border closure with Mexico is a great arbitrage opportunity the optics are horrendous They likely lessen the blow announcing a #soybeans "deal" with Argentina which is a tiny bandaid for beans & a kick in the shorts (technically kicking the longs) for products The most soybeans Argentina has imported from the US was 73mbu during drought in CY2018 - which is barely a blip on the radar compared with 1bbu per MY to China"  
[X Link](https://x.com/SusanNOBULL/status/1980241865086521516) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-20T11:57Z 10.8K followers, 2199 engagements


"Uber driver: You from San Antonio Me: Nope St. Louis. Here for a conference Him: Oh are you here for the anesthesiologist conference Me: No but that sounds like a great place to find a husband ๐Ÿ˜‚๐Ÿ˜‚"  
[X Link](https://x.com/SusanNOBULL/status/1978150747721121876) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-14T17:27Z 10.8K followers, 7846 engagements


"Related - great timing for AFOA See all my fav fats/oils people in San Antonio ๐Ÿ˜‚"  
[X Link](https://x.com/SusanNOBULL/status/1978192331766390912) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-14T20:12Z 10.8K followers, 5410 engagements


"I spy winter #canola growing in southern Illinois part of a new program by Bunge in partnership with Chevron & Corteva aimed at expanding US-grown biofuel feedstocks For 2025/26 growers contract acres of prdn at a fixed price ($11.25/bu) & have access to federal crop insurance"  
[X Link](https://x.com/SusanNOBULL/status/1973040440069754990) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-09-30T15:01Z 10.8K followers, 2905 engagements


"Brazil dominates global #soybeans flows accounting for XX% of world exports each yr shipping XX% MORE than all other exporters combined Likewise Chinese purchases account for XX% of world imports each yr XX% larger than all other importers Two giants DOMINATE global trade๐ŸŒŽ"  
[X Link](https://x.com/SusanNOBULL/status/1977772468090921117) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-13T16:24Z 10.8K followers, 5345 engagements


"Who is currently winning the US-China trade war ๐ŸŒฑ Hint: It's NOT the United States nor China Answer: SOUTH AMERICA"  
[X Link](https://x.com/SusanNOBULL/status/1978108924092887355) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-14T14:41Z 10.8K followers, 7007 engagements


"Sure let's terminate our current NON EXISTENT #soybeans biz w/China all in the name of UCO (which we already booted from 45Z BBD credits anyway) We imported $1.5B in UCO from China in XX. We exported $12.6B in beans to China in XX & $15B in XX UCO ISN'T A BARGAINING CHIP DON"  
[X Link](https://x.com/SusanNOBULL/status/1978189615736455244) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-14T20:02Z 10.8K followers, 16.4K engagements


"Last Friday the Trump/Xi meeting was off (Beijing never acknowledged it) & the US threatened addl XXX% tariffs on China One short week later Trump says the meeting is back on & Bessent chats w/Vice Premier He Lifeng & says there's an in-person meeting next week ๐Ÿ˜ต๐Ÿ’ซ #SOYBEANS"  
[X Link](https://x.com/SusanNOBULL/status/1979535141510004782) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-18T13:08Z 10.8K followers, 4800 engagements


"Seems the only thing he has managed to destroy is U.S. agriculture and morale right along with it"  
[X Link](https://x.com/SusanNOBULL/status/1979951466048536964) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-19T16:43Z 10.8K followers, 14.3K engagements


"Who knew this is what MAGA really meant๐Ÿ™„"  
[X Link](https://x.com/SusanNOBULL/status/1979953999584346267) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-19T16:53Z 10.8K followers, 7799 engagements


"What happened to quadrupling the orders Only damn thing quadrupled at this point has been Argentine #soybeans exports"  
[X Link](https://x.com/SusanNOBULL/status/1980072344778408390) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-20T00:43Z 10.8K followers, 10.7K engagements


"Looks like the world is learning just how massive Amazon Web Services is today AWS = XX% of global cloud market share & has a revenue higher than Coca Cola & Nike combined. Ways you're using AWS & don't realize it include Netflix Spotify Airbnb Zoom NOAA & the list goes on"  
[X Link](https://x.com/SusanNOBULL/status/1980345571400651158) [@SusanNOBULL](/creator/x/SusanNOBULL) 2025-10-20T18:49Z 10.8K followers, 1517 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SusanNOBULL "Tonight's HOT TAKE is all-in on #soybeans taking a closer look at what a lack of Chinese biz means for US beans why sales to other countries remains slow & why domestic crush won't bail out the 2025/26 balance sheet๐ŸŒฑ Get your name on the list using the link in my bio๐Ÿšจ"
X Link @SusanNOBULL 2025-10-08T15:53Z 10.8K followers, 4764 engagements

"More meal less beans. There's a shift underway in soy dynamics as the US is set to export a record high volume of meal relative to #soybeans in 25/26 Check out today's HOT TAKE for the full scoop on US/China trade expanding crush capacity & what it means for the balance sheet"
X Link @SusanNOBULL 2025-10-09T01:12Z 10.8K followers, 7292 engagements

"A reminder why Argentina matters and why one might question this administrations decision to back them up the the tune of $20B I dont condone mailbox money but $20B currency swap with one of our biggest competitors is a questionable move vs sending $10B to your own people"
X Link @SusanNOBULL 2025-10-10T00:53Z 10.8K followers, 10.3K engagements

"This might be the dumbest thing I have read to date"
X Link @SusanNOBULL 2025-10-16T16:08Z 10.8K followers, 10.2K engagements

"Did you know two companies Corteva & Bayer control XX% of US seed #corn sales & XX% of #soybeans sales up from XX% & XX% twenty years earlier More in the Weekender"
X Link @SusanNOBULL 2025-09-28T21:25Z 10.8K followers, 25.4K engagements

"Day XXX "If you want to look good in front of thousands you have to outwork thousands in front of nobody." -Damian Lillard"
X Link @SusanNOBULL 2025-10-11T14:57Z 10.8K followers, 5274 engagements

"Putting #soybeans demand in perspective: Although the U.S. finds itself in a precarious position today its worth noting Brazils dependence on Chinese demand now accounting for XX% of its total demand compared with the U.S. where XX% of demand is domestic"
X Link @SusanNOBULL 2025-10-16T14:30Z 10.8K followers, 5659 engagements

"Peak career moment: becoming a trade war meme"
X Link @SusanNOBULL 2025-10-17T13:46Z 10.8K followers, 6067 engagements

"Word of the day: OPTICS While the US importing Argy beef to cool domestic prices amid the border closure with Mexico is a great arbitrage opportunity the optics are horrendous They likely lessen the blow announcing a #soybeans "deal" with Argentina which is a tiny bandaid for beans & a kick in the shorts (technically kicking the longs) for products The most soybeans Argentina has imported from the US was 73mbu during drought in CY2018 - which is barely a blip on the radar compared with 1bbu per MY to China"
X Link @SusanNOBULL 2025-10-20T11:57Z 10.8K followers, 2199 engagements

"Uber driver: You from San Antonio Me: Nope St. Louis. Here for a conference Him: Oh are you here for the anesthesiologist conference Me: No but that sounds like a great place to find a husband ๐Ÿ˜‚๐Ÿ˜‚"
X Link @SusanNOBULL 2025-10-14T17:27Z 10.8K followers, 7846 engagements

"Related - great timing for AFOA See all my fav fats/oils people in San Antonio ๐Ÿ˜‚"
X Link @SusanNOBULL 2025-10-14T20:12Z 10.8K followers, 5410 engagements

"I spy winter #canola growing in southern Illinois part of a new program by Bunge in partnership with Chevron & Corteva aimed at expanding US-grown biofuel feedstocks For 2025/26 growers contract acres of prdn at a fixed price ($11.25/bu) & have access to federal crop insurance"
X Link @SusanNOBULL 2025-09-30T15:01Z 10.8K followers, 2905 engagements

"Brazil dominates global #soybeans flows accounting for XX% of world exports each yr shipping XX% MORE than all other exporters combined Likewise Chinese purchases account for XX% of world imports each yr XX% larger than all other importers Two giants DOMINATE global trade๐ŸŒŽ"
X Link @SusanNOBULL 2025-10-13T16:24Z 10.8K followers, 5345 engagements

"Who is currently winning the US-China trade war ๐ŸŒฑ Hint: It's NOT the United States nor China Answer: SOUTH AMERICA"
X Link @SusanNOBULL 2025-10-14T14:41Z 10.8K followers, 7007 engagements

"Sure let's terminate our current NON EXISTENT #soybeans biz w/China all in the name of UCO (which we already booted from 45Z BBD credits anyway) We imported $1.5B in UCO from China in XX. We exported $12.6B in beans to China in XX & $15B in XX UCO ISN'T A BARGAINING CHIP DON"
X Link @SusanNOBULL 2025-10-14T20:02Z 10.8K followers, 16.4K engagements

"Last Friday the Trump/Xi meeting was off (Beijing never acknowledged it) & the US threatened addl XXX% tariffs on China One short week later Trump says the meeting is back on & Bessent chats w/Vice Premier He Lifeng & says there's an in-person meeting next week ๐Ÿ˜ต๐Ÿ’ซ #SOYBEANS"
X Link @SusanNOBULL 2025-10-18T13:08Z 10.8K followers, 4800 engagements

"Seems the only thing he has managed to destroy is U.S. agriculture and morale right along with it"
X Link @SusanNOBULL 2025-10-19T16:43Z 10.8K followers, 14.3K engagements

"Who knew this is what MAGA really meant๐Ÿ™„"
X Link @SusanNOBULL 2025-10-19T16:53Z 10.8K followers, 7799 engagements

"What happened to quadrupling the orders Only damn thing quadrupled at this point has been Argentine #soybeans exports"
X Link @SusanNOBULL 2025-10-20T00:43Z 10.8K followers, 10.7K engagements

"Looks like the world is learning just how massive Amazon Web Services is today AWS = XX% of global cloud market share & has a revenue higher than Coca Cola & Nike combined. Ways you're using AWS & don't realize it include Netflix Spotify Airbnb Zoom NOAA & the list goes on"
X Link @SusanNOBULL 2025-10-20T18:49Z 10.8K followers, 1517 engagements

creator/twitter::1418981622121181189/posts
/creator/twitter::1418981622121181189/posts