MIP Markets With Shawn Hackett - Shorts In Grains And Nat Gas Supply Below 5 Year Average

Moving Iron Podcast

MIP Markets With Shawn Hackett - Shorts In Grains And Nat Gas Supply Below 5 Year Average Summary Shawn Hackett discusses various factors affecting the grain and natural gas markets in this conversation. He explains the record short positions in the grain market and the potential catalysts that could trigger a short-covering rally. He also discusses the harvest pressure in Brazil and the possibility of a post-harvest rally. Additionally, he analyzes the long-term outlook for the natural gas market and the potential impact of the Indian wheat crop on world supply. He emphasizes the importance of managing emotions and making clear decisions in agricultural markets. Takeaways Record short positions in the grain market have been driven by the narrative of China's economic decline and poor US exports. The grain market is vulnerable to a short covering rally if a catalyst makes traders feel they are on the wrong side of the trade. Harvest pressure in Brazil and potential weather shocks for winter wheat could catalyze short-covering rallies. The natural gas market is expected to experience drawdowns that could lead to a trend of increasing prices throughout the year. Managing emotions and making clear decisions is crucial in agricultural markets. Chapters 00:00 Introduction and Small Talk 01:48 Discussion on Record Short Positions in Grain Market 02:54 Factors that Could Trigger Short Covering Rally in Grain Market 05:14 Harvest Pressure in Brazil and Potential Post-Harvest Rally 07:08 Potential Weather Shock for Winter Wheat 12:38 Long-Term Outlook for Natural Gas Market 19:20 Impact of Indian Wheat Crop on World Supply 25:50 Discussion on Natural Gas Drawdown and Long-Term Inputs 30:00 Managing Emotions and Making Clear Decisions 35:35 Contact Information and Closing Remarks Click To Listen: https://on.soundcloud.com/eZhJ5 Click To Watch: https://youtu.be/O21L0HExsK8 Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com [e-mail]