[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](/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 sheet๐ฑ Get your name on the list using the link in my bio๐จ" [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 ๐๐" [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 ๐" [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 trade๐" [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 ๐ฑ 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 ๐ต๐ซ #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 meant๐" [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 sheet๐ฑ Get your name on the list using the link in my bio๐จ"
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 ๐๐"
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 ๐"
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 trade๐"
X Link @SusanNOBULL 2025-10-13T16:24Z 10.8K followers, 5345 engagements
"Who is currently winning the US-China trade war ๐ฑ 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 ๐ต๐ซ #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 meant๐"
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