Farmer, reformed bond trader and western water warrior
Delta Junction, AK
Joined August 2013
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$AGRO going to do a major expansion of the Profertil Urea/ammonia facility in Bahia Blanca. When completed it will be the largest and most efficient fertilizer factory in Latin America, which imports most of its Nitrogen fertilizer. Cheap natural gas from Vaca Muerta and import displacement is a good combination
🌾 Profertil avanza con un proyecto de US$ 1.700 millones para ampliar su complejo de Ingeniero White.
La iniciativa sumaría 1,5 millones de toneladas anuales de urea. La decisión final de inversión está prevista para 2027 y la producción adicional comenzaría en 2031.
🔗 Leé la nota completa: portalagropecuario.com.ar/pr…
@ProfertilAgro #Fertilizantes #BahíaBlanca
Ratio of C300 / SPX....going back to 1980, note the log scale on the right vertical axis. Ratio went to ZERO
"this is a song charles manson stole from the beatles. we're stealing it back." bono, rattle and hum.
arnaud's singing my song. i'm stealing it back.
growth isn't returns.
since 1992, china's economy grew 45 fold. your $100 became $72.
the country got rich. the shareholder got the bill.
csi 300 down 20% since june. a bear market inside a boom.
gdp has no divisor.
Runoff is much improved after forest fires. Western USA suffers from a runoff deficit NOT a precipitation deficit. I say the cause is the fire deficit, we got good at wildfire suppression.
10am rule and all that.
Good debate between two people I know and respect. Keep it civil and maybe learn a bit from each other's prospective. America is a wealth creation machine. China is excellent at making more concrete, steel, buildings, ships, factories and stuff than the ROW combined.
Maybe somewhere in the middle is the optimal outcome?
because growth isn't returns, kathleen.
china's grown at 5% plus for twenty years. and the stock market? still below where it was in 2007. nearly two decades of "growth" and the shareholder's got nothing.
gdp isn't wealth. it's spending. pour concrete into empty towers, ghost cities, bridges to nowhere, and gdp goes up. the money's gone. that's not growth, it's malinvestment with a press office.
the rational investor doesn't buy gdp. he buys returns. and china's have been shit.
why the fuck do i have to teach this to you, a former central banker?
More than 700lbs, Wow!
How did that make it past Border Patrol?
How many more vehicles make it thru?
Congrats and keep up the excellent work!
Newly released body camera footage shows how a traffic stop on a quiet stretch of U.S. Highway 93 led deputies to discover more than 700 pounds of methamphetamine and fentanyl in one of Nevada's largest drug seizures.
bit.ly/3U2VtlB
Dr. Doom has some competition
The blue line is Powell inflow from OCT26_MIN 24 month study. Its actual values interpolated from end of month values so smooth. Actuals ended Oct 1 so it doesn’t track latest storms.
The dashed line is USBR RISE Powell inflow from reservoir mass balance from change in storage, releases, evaporation and change in bank storage. It’s noisy and peaky. It will show side inflows and rain on the lake which the 4 stacked river gages don’t see.
“I grabbed this graph from a set I was working on and it’s a little out of context. I was pleasantly surprised when I saw how much Powell was popping again”, said Mr Brightside.
“Mead is still dropping. Only 150,000 AF above 1035’ and standard turbine shutoff if 1035’ really is the critical elevation”, said Dr Doom and chicken little.
Looks like the Lower Division State plan is DOA. Here are the cuts without California (IID) sharing up to 440,000acf/year. CAP now goes to zero at 1.8mm shortage. Ouch. Why did California offer to share the shortage? Avoidance of litigation and $$. What do we have now? Litigation and no $$ for IID. Brenda, Ted and Katie made a big mistake.
The Central #Arizona Project board authorizes legal action against the federal government over #ColoradoRiver -- AZCentral.com #COriver #aridification coyotegulch.blog/2026/10/17/…
Maybe you shouldn't have taken $747mm from the WIFA LTWAF and spent it on healthcare for illegal aliens. Then Ted Cooke would have had some $$$ to work on new water supplies for the Juniors in Arizona.
The Lower Division States plan plan from May 1st is on life support. California (IID) agreed to share 440,000 acf/y of CAP and SNWAs shortages for two years in return for no litigation and $$.
Neither of those things happened. You think California (IID) is happy? Priority time.
“Arizona Department of Water Resources Director Tom Buschatzke announced Friday that the state filed a motion to intervene in a lawsuit by the neighboring state.”
“the federal plan “would devastate Arizona’s economy.”
latimes.com/environment/stor…
Farm workers get OT after 40 hours as well. California is the only State that requires this.
Governor 960 is raising good price for 500mm consumers in North America
New minimum-wage hike threatens to hit California shoppers: 'Couldn't have come at a worse time' nypost.com/2026/10/10/busine…
Meanwhile, Junior priority Front Range Cities continue to grow non-functional turf.
At Monday’s meeting, @ColoradoWater General Manager Andy Mueller expressed concern regarding the disproportionate impact of water conservation on western Colorado agriculture. “If you don’t have state laws requiring proportionality from all Colorado River users, meaning the Front Range as well, all of that water not only comes off the West Slope, it comes out of West Slope [agriculture],” he said.
Colorado’s conservation goal is 100,000 acre-feet of water. “If all of that comes out of West Slope [agriculture], that’s a big hit to our local economies, to our small towns, to our agricultural industry, and it may be just the beginning of what we view as a permanent program,” Mueller added.
soprissun.com/garco-report-c…
Its a grift
The climate lawsuits are always about the cut.
Sher Edling is on contingency. >Charleston: 25% of the first $100 million
>Minnesota: 16.67% of the first $150 million
>DC: up to $70 million
One of their lawyers helped write the judicial “climate science” manual that passed off contested claims as settled fact before it got pulled.
SCOTUS heard Boulder yesterday. Same firm using the same script with your money.
Senator R2D2
Let’s be completely honest about the interview of Senator Mark Kelly by Margaret Brennan of Face The Nation.
Kelly, the shortest man in Congress, attacked Trump and Hegseth, while they were not there to defend themselves.
This biased lefty cunt, gave Captain Mark Kelly 9 minutes to spew his opinions, all of which were rooted in his hatred of Trump and Hegseth.
Kelly’s lies were untethered to any evidence, and were all based on the very personal grudges he has with them.
For example, Kelly called Pete Hegseth aka Secretary of War Pete Hegseth, a racist, for firing females, and Blacks.
Are you fucking kidding me?
If these people were unqualified, and promoted using the racist principles of DEI, they can also be fired when deemed to be unqualified.
Kelly used identity politics to pander to women, blacks, and every committed lefty, all of whom only vote BLUE.
Kelly, once upon a time was a soldier with distinguished service and honor.
Since removing his uniform, Kelly serves no one except himself and his party, and any honor he once had he’s tossed overboard.
Kelly wears a Navy hat and flight jacket for the same reason a child wears a Halloween costume; to hide his true identity.
