Farmbucks News

Andrey Sizov · @sizov_andre · May 8

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SovEcon · @sovecon · May 8

The Egyptian company GASC will hold a tender on May 8 for the supply of wheat with a 270-day payment deferral.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Andrey Sizov · @sizov_andre · May 8

...and now we are 15 cents lower. Are some brave funds selling again and/or are farmers hedging?

#oatt #wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 7

Is the rally in #wheat over (for some time) as the market is running out of specs' shorts?

Funds' net short: 76K on April 23 (COT); 48K on April 30....20K-25K currently?

#oatt #sizovreport #blacksea pic.twitter.com/Gl4ZEZIfpC

Andrey Sizov · @sizov_andre · May 8

Matif #wheat is trying its best to stay above 240 EUR. Not sure if it would succeed....BUT any substantial weakness could be a buying opportunity.

#oatt #sizovreport

Market Talk · @markettalkag · May 8

We have a busy segment today in our weekly weather update with @snodgrss from @NutrienAgRetail.

youtube.com/watch?v=nJHvxX…

Andrey Sizov · @sizov_andre · May 8

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Andrey Sizov · @sizov_andre · May 7

Is the rally in #wheat over (for some time) as the market is running out of specs' shorts?

Funds' net short: 76K on April 23 (COT); 48K on April 30....20K-25K currently?

#oatt #sizovreport #blacksea pic.twitter.com/Gl4ZEZIfpC

Andrey Sizov · @sizov_andre · May 8

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Andrey Sizov · @sizov_andre · May 7

The Black Sea winter #wheat has been extremely dry in recent weeks. Earlier precipitation helps, there is still some moisture in the subsoil, but current conditions and limited rain in the forecast are worsening new crop prospects every week.

Add recent frosts in Russia to the… twitter.com/i/web/status/1… pic.twitter.com/Og8CXKccjW

Andrey Sizov · @sizov_andre · May 8

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Andrey Sizov · @sizov_andre · May 7

Ukraine's #grain exports fell sharply in early May. Just a temporary slowdown or something bigger?

#wheat #corn x.com/sovecon/status…

Andrey Sizov · @sizov_andre · May 7

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Brian Elsasser · @BrianElsasser2 · May 7

If Russia doesn't get rain 7-8 x.com/sizov_andre/st…

Market Talk · @markettalkag · May 7

Join us for today's market analysis going into planting season with @chief321 from @AgMarket_Net -- featuring guest host @PearsonCattle.

youtube.com/watch?v=mRE2-m…

Arlan Suderman · @ArlanFF101 · May 7

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Michelle Rook · @michellerookag · May 7

Markets Now podcast: #Grains stall as funds pause. Are weather concerns priced into the market and are the funds done covering shorts? @ArlanFF101 @StoneX_Official has the answer plus a WASDE preview.
@FarmJournal @AgDayTV
omny.fm/shows/markets-…

Arlan Suderman · @ArlanFF101 · May 7

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Michelle Rook · @michellerookag · May 7

Markets Now video: #Grains stall as funds pause. Are weather concerns priced into the market and are the funds done covering shorts? @ArlanFF101 @StoneX_Official has the answer plus a WASDE preview.
@FarmJournal @AgDayTV
agweb.com/markets/market…

Arlan Suderman · @ArlanFF101 · May 7

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Michelle Rook · @michellerookag · May 7

Markets Now YouTube video: #Grains stall as funds pause. Are weather concerns priced into the market and are the funds done covering shorts? @ArlanFF101 @StoneX_Official has the answer plus a WASDE preview.
@FarmJournal @AgDayTV
youtube.com/watch?v=qtfUKT…

Karen Braun · @kannbwx · May 7

🇺🇸On average, analysts see U.S. #corn ending stocks rising 9% YOY in 2024/25, but the range is -3% to +20% YOY. That's a ~500 mbu (12 mmt) difference.

#Soybeans are seen up 27% YOY with a trade range of about 240 mbu (6.5 mmt).

#Wheat stocks are seen +13% YOY to a 4yr high.

Karen Braun · @kannbwx · May 7

🇺🇸U.S. #corn planting ran at half-speed last week, usually the spring's busiest week. This week's pace will prob fall below normal, tho likely not by enough for USDA to start yield anywhere but 181 bu/acre.
May corn yield was modified from Feb outlook in 2013 & 2022 but not 2019.

Karen Braun · @kannbwx · May 7

🇧🇷Deadly flooding in #Brazil's southernmost state of Rio Grande do Sul has impacted transit of grains & other goods to the port. The railway is reportedly not operational and trucks have had to travel an extra 400 km to reach the port, raising costs. Port itself is operational.

Arlan Suderman · @ArlanFF101 · May 7

I talked to our Brazil team today about their #corn crop. Our latest customer survey May 2 raised its est 1 mmt due to good yields in Mato Grosso, but losses in Parana and Mato Grosso do Sul are increasing due to dryness.

Josh Linville · @JLinvilleFert · May 7

Global #urea values continue to see pressure while grain prices are holding.

Summer NOLA urea futures / Dec '25 #corn ratio continues to spit out mid-50's ratios.

Phenomenal value for those bold enough to look ahead.

Karen Braun · @kannbwx · May 7

May 7: New-crop CBOT #corn is chasing the annual high of $5.02-1/4 per bu set on the first trading day of the year (Jan. 2). Dec futures hit $4.91 by mid-session Tuesday, their highest since Jan. 11. Average Feb (insurance) price was $4.66 per bu.

Andrey Sizov · @sizov_andre · May 7

Is the rally in #wheat over (for some time) as the market is running out of specs' shorts?

Funds' net short: 76K on April 23 (COT); 48K on April 30....20K-25K currently?

#oatt #sizovreport #blacksea

Andrey Sizov · @sizov_andre · May 7

CBOT #wheat lower today. A healthy correction or a reversal? With all the problems in the Northern Hemisphere, I think the chance of the former is higher.

Yes, the Russian weather and crop outlook should be watched closely. We are issuing a new crop forecast this week for… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 7

The Black Sea winter #wheat has been extremely dry in recent weeks. Earlier precipitation helps, there is still some moisture in the subsoil, but current conditions and limited rain in the forecast are worsening new crop prospects every week.

Add recent frosts in Russia to the… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 7

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Arnaud Coquelin de Lisle · @ArnaudLisle · May 7

🧐 x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 7

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Claudio Gianni · @ClaudioGianni · May 7

Seca y heladas. Se sigue complicando el trigo ruso, el que le pone precio al cereal en todo el planeta... x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 7

Ukraine's #grain exports fell sharply in early May. Just a temporary slowdown or something bigger?

#wheat #corn x.com/sovecon/status…

SovEcon · @sovecon · May 7

Ukraine's grain exports from May 1 to 6 totaled 0.6 MMT, according to the country's Ministry of Agrarian Policy. From April 1 to 5, the country exported 1.2 MMT of grain.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Karen Braun · @kannbwx · May 7

🇧🇷Once again, analysts are looking for a sizable cut to #Brazil's #soybeans from USDA on Friday. Does the bet finally pay off? No upside assumptions, either. #Corn seen lower, too.
🇦🇷#Argentina corn seen down notably after pest damage. Minor changes for soy but downside baked in.

Josh Linville · @JLinvilleFert · May 6

Dutch TTF (Europe nat gas) futures climbed to double digit territory today

Combined with weak nitrogen market markets/forecasts continue to hamper any hope of offline plants restarting

This, Brazilian production being offline and Chinese export questions remain the inv issues

Arlan Suderman · @ArlanFF101 · May 6

The winter #wheat condition index score firmed 1 point to 335 this week. The 10-year avg for the week is 319. Illinois saw a sharp 23-point decline, but it remains relatively good at 379 (500=perfect crop). #oatt

Market Talk · @markettalkag · May 6

Join us for a conversation with John Heinberg from Total Farm Marketing (@TotalFarmMktg) after an active market Monday. Today's show features host Mike Pearson (@PearsonCattle), who's filling in for the week while host Jesse Allen (@jesseallenag) becomes a new dad!… twitter.com/i/web/status/1…

Market Talk · @markettalkag · May 6

Join us for a conversation with John Heinberg from @TotalFarmMktg after an active market Monday. Today's show features host Mike Pearson (@PearsonCattle), who's filling in for the week while @jesseallenag becomes a new dad! #agtwitter

youtube.com/watch?v=iF_Vg7…

Karen Braun · @kannbwx · May 6

🇺🇸U.S. #corn planting progress summary, May 5

Example: corn in top grower Iowa was 47% planted, 6 percentage points below the date's 5-year average. That's +8 pct points on the week, but +25 pct points is the week's normal.

Nebraska also planted very slowly but Ohio was quick.

Karen Braun · @kannbwx · May 6

🇺🇸Planting of U.S. #corn & #soybeans last week was slower than analysts thought, and corn planting is now behind the 5-year average. Spring #wheat remains well ahead while soy & #cotton are a little ahead of average. Winter wheat conditions up 1 pt.

Andrey Sizov · @sizov_andre · May 6

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Karen Braun · @kannbwx · May 6

🇺🇸Planting of U.S. #corn & #soybeans last week was slower than analysts thought, and corn planting is now behind the 5-year average. Spring #wheat remains well ahead while soy & #cotton are a little ahead of average. Winter wheat conditions up 1 pt. pic.twitter.com/X8NeStLAUI

Arlan Suderman · @ArlanFF101 · May 6

USDA reports that 36% of the #corn crop was planted as of Sunday, up from 27% the previous week. The trade expected 39%, while I was at 34%. #oatt

Market Talk · @markettalkag · May 6

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Karen Braun · @kannbwx · May 6

🇺🇸Planting of U.S. #corn & #soybeans last week was slower than analysts thought, and corn planting is now behind the 5-year average. Spring #wheat remains well ahead while soy & #cotton are a little ahead of average. Winter wheat conditions up 1 pt. pic.twitter.com/X8NeStLAUI

Arlan Suderman · @ArlanFF101 · May 6

The US #soybean crop was 25% planted as of Sunday, up from 18% the previous week. The trade was at 28%, while my estimate was 23%. #oatt

Arlan Suderman · @ArlanFF101 · May 6

Recent rains eroded the dry area in KS, but it's still extremely dry where rains missed. As such, 33% of KS #wheat is Poor to Very Poor, up from 31% last week, while 32% is Good to Excellent, up from 31% last week. But overall, it's condition index score fell another 3 points to… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 6

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Andrey Sizov · @sizov_andre · May 6

Looks like night session’s weakness provided a nice buying opportunity 😉😉

#wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 6

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Karen Braun · @kannbwx · May 6

🇺🇸As of Sunday, analysts see U.S. #corn 39% planted, #soybeans 28%, spring #wheat 45%.

Here's the 5yr May 5 averages plus the 5yr avg weekly gains (in % points):
Corn 39% (+17 on week)
Soy 21% (+11)
S wheat 31% (+12)

Weekly, trade is looking for +12 corn, +10 soy, +11 wheat. pic.twitter.com/KQDB0w4ywN

Arlan Suderman · @ArlanFF101 · May 6

#oatt #soyoil x.com/SusanNOBULL/st…

Susan Stroud · @SusanNOBULL · May 6

The U.S. imported a record amount of biomass-based diesel feedstocks in March, fueling a boom in renewable diesel production (literally)

For the first 3 months of 2024, UCO+canola+tallow imports are up 40% vs last year & up 95% from 2022! pic.twitter.com/yE6rvNbGc7

Arlan Suderman · @ArlanFF101 · May 6

The past two years have been about commodity deflation. That story line has changed now, thanks to Fed actions. Doesn't mean that it won't come back, nor does it mean that every commodity participates or that rallies continue, but the switch can be felt. #oatt

Arlan Suderman · @ArlanFF101 · May 6

Heat and drought in 45% of Russia's winter wheat belt is a legitimate risk. Stocks of milling wheat among major exporters outside of Russia and the US are quite tight, but the focus has been on Russia's record exports of cheap #wheat. #oatt

Arlan Suderman · @ArlanFF101 · May 6

#Wheat market dynamics change dramatically IF current hot dry pattern continues into the summer for Russia's winter wheat. Remember that it has some degree of surplus stocks to carry over into the new marketing year, so losses must be notable. #oatt

Arlan Suderman · @ArlanFF101 · May 6

Restrictions on Russian #wheat exports due to a short crop would refocus the market on the tightness elsewhere. Friday's USDA report should show a continued decline in global wheat stocks. When does India become a perennial importer of wheat? #oatt

Karen Braun · @kannbwx · May 6

I am far from the first person to post this, but having done my master's thesis on tornadoes, it would be negligent for me to stay quiet. "High risk" days aren't that common, PLEASE be on the lookout for severe weather today if you are near any of these areas!

Arlan Suderman · @ArlanFF101 · May 6

Brazil farmers have sold roughly 20% of their #soybean crop into this rally over the past several weeks, and about 10 - 12% of the #corn crop, while continuing to sell. #oatt

Arlan Suderman · @ArlanFF101 · May 6

Keep in mind that USDA is expected to release 2024-25 US balance sheets on Friday that show both #corn and #soybean stocks rising in the year ahead, with global #corn and #soybean stocks more than ample, while #wheat stocks continue to shrink. #oatt

Arlan Suderman · @ArlanFF101 · May 6

The US old-crop #corn balance sheet has about 15 mmt of excess supply on it that needs to disappear before we can afford to see higher prices ration demand. Argentina could account for 7 - 10 mmt of lower production due to leaf hopper related disease, but need to see more losses… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 6

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Reuters · @Reuters · May 6

BREAKING: Hamas said in a statement that it had accepted a Gaza ceasefire proposal from Egypt and Qatar reut.rs/44D6r1V pic.twitter.com/RfuXZm78tu

Andrey Sizov · @sizov_andre · May 6

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Reuters · @Reuters · May 6

An Israeli official said no ceasefire was agreed to in Gaza, after Hamas said it had accepted a proposal from Egyptian and Qatari mediators. 'This would appear to be a ruse intended to make Israel look like the side refusing a deal,' said the Israeli official, who said the deal… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · May 6

Some nasty storms expected this evening/night across the Midwest.

Be careful out there.

Arlan Suderman · @ArlanFF101 · May 6

Expect India to eventually become a consistent importer of #wheat. When that occurs it will impact the global balance sheet. Will it be this coming marketing year, or the next? Part of that answer may be related to how comfortable it remains with Russian stocks. #oatt

Andrey Sizov · @sizov_andre · May 6

Russia & Global #grain market weekly, Apr 29-May 03, 2024:

* #Wheat rallies in the second half of week on weather; funds go long Matif wheat
* Russian wheat lineup recovering
* Weather risks up for winter wheat

More: sizov.report/reports/22437/…

#oatt #blacksea

Andrey Sizov · @sizov_andre · May 6

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SovEcon · @sovecon · May 6

The Algerian company OAIC purchased 210,000-300,000 mt of soft wheat in an international tender. Traders estimate the wheat price at about $249/mt (C&F), with suppliers likely coming from Black Sea countries.

More: blog.sizov.report/sovecon-russia…

#oatt #sizovreport

Karen Braun · @kannbwx · May 6

🇺🇸As of Sunday, analysts see U.S. #corn 39% planted, #soybeans 28%, spring #wheat 45%.

Here's the 5yr May 5 averages plus the 5yr avg weekly gains (in % points):
Corn 39% (+17 on week)
Soy 21% (+11)
S wheat 31% (+12)

Weekly, trade is looking for +12 corn, +10 soy, +11 wheat.

Josh Linville · @JLinvilleFert · May 6

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AgricultureOfAmerica · @AoA_TalkShow · May 6

On Monday's AOA, powered by Cenex, we start the show with a look at the markets with Senior Market Analyst at @Barchart, @DarinNewsom. In segment two we get a weather update from John Baranick, Meteorologist at @dtnpf. Then in segment three we talk fertilizer prices with… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · May 6

Export inspections specifically for shipment to China in the week ending May 2nd (mln bu): #corn 2.8, grain sorghum 5.4, #soybeans 3.1, #wheat 2 #oatt

Andrey Sizov · @sizov_andre · May 6

#Corn & #soybeans up WOW on worsening South American weather and expectation of US planting delays; #wheat flat

#oatt

Arlan Suderman · @ArlanFF101 · May 6

Export inspections for the week ending May 2 (mln bu): #corn 50.6, grain sorghum 5.4, #soybeans 12.8, #wheat 11.8 #oatt

Karen Braun · @kannbwx · May 6

🇺🇸U.S. export inspections last week fell in line with expectations, though #corn & #soybeans were a bit closer to the higher end of guesses. One #wheat and one #sorghum cargo were inspected for China, but no corn or beans.

Arlan Suderman · @ArlanFF101 · May 6

Be careful in the Heartland today. #wx #oatt #wheat

Andrey Sizov · @sizov_andre · May 6

Looks like night session’s weakness provided a nice buying opportunity 😉😉

#wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 5

Despite a weak Friday close, being short #wheat here could be a bit risky...

Check your inbox if you are sizov.report subscriber.

#oatt #agwx #russia pic.twitter.com/HoMu5XXAx2

Andrey Sizov · @sizov_andre · May 5

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Bloomberg TV · @BloombergTV · May 5

Chinese President Xi Jinping arrives in France to begin his Europe trip designed to bolster ties, even as trade tensions mount.

Here's more on his agenda: trib.al/0ZnMR0C pic.twitter.com/Oyy8ysV5U4

Karen Braun · @kannbwx · May 5

Money managers' views in CBOT #soymeal have fluctuated wildly over the last 6+ months. In the week ended April 30, the MM net long surged to 44k fut&opt contracts, their most bullish since December. Futures hit 3-mo highs during the week and Friday's settle was a 4-mo high.

Andrey Sizov · @sizov_andre · May 5

Despite a weak Friday close, being short #wheat here could be a bit risky...

Check your inbox if you are sizov.report subscriber.

#oatt #agwx #russia

Andrey Sizov · @sizov_andre · May 5

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Claudio Gianni · @ClaudioGianni · May 4

Y guarda con el trigo francés, otro gran jugador global. Viene con una condición muy modesta, históricamente baja, y enfrenta una humedad excesiva... x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 5

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Claudio Gianni · @ClaudioGianni · May 4

¿Cómo sigue la historia del trigo? Este analista recomienda espiar el escenario del fin de semana en Rusia (¿heladas en primavera?) y los pronósticos. El chart sugiere movimiento en reversa y hay lluvias en los pronósticos. Veremos... x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 5

And we did reverse and dropped 10 cents...wonder for how long the bears will be in control

#wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 3

#Wheat is trading above 200DMA again. The chart suggests we can reverse here, but let's see how the market will close.

Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.

We will keep an eye on this for the… twitter.com/i/web/status/1… pic.twitter.com/7ucbdpTCuv

farmbucks.com · @farmbuckscom · May 5

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Matthew Pot · @MatthewPot · May 5

December #corn futures highs since 2000. Something to keep in mind as we move further into spring. pic.twitter.com/OSC20VerJA

Josh Linville · @JLinvilleFert · May 3

A little excitement this afternoon.

Had a neighbor destraut that there were bees in her tree and wanted to know how to kill them. Told her we would come get them.

Fairly docile. Went in the box easy. Now in their new home in our backyard!!

Karen Braun · @kannbwx · May 3

Through April 30, funds covered shorts in CBOT #corn futures & options for a 2nd straight week in sympathy with wheat, but the move looks relatively unexciting on a chart. Futures were actually down on the week and the fund net short is still huge, though corn rallied 3% Wed-Fri.

Karen Braun · @kannbwx · May 3

Heavy round of short-covering by managed money in CBOT #wheat futures & options in the week ended April 30. The new net short (48k contracts) is smallest since July.
Chart shows that whenever short wheat this time of year, funds are forced out of (some) shorts between April-June.

farmbucks.com · @farmbuckscom · May 3

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Weatherlogics · @weatherlogics · May 3

It has been a wet week across the Prairies, with all three provinces receiving significant precipitation. Here is a map showing the total precipitation from Monday through Thursday. More rain is expected today, and another system is on the way next week. #mbstorm #skstorm… twitter.com/i/web/status/1… pic.twitter.com/fSGBZv94Kr

Market Talk · @markettalkag · May 3

Did we see some farmer selling of the corn and soybean rally on Friday? It was a strong end of the week with grain market short covering and plenty of other headlines to track. Tommy Grisafi (@AgBullMedia) from @trust_ati joins us to discuss today.

youtu.be/P5nMpSQylb4

Market Talk · @markettalkag · May 3

Also, we continue the discussion of this week's market moves in grains, livestock and more as we talk price action and news headlines with Chad Hart, Economist and Professor from @IowaStateU and @ISUExtension on today's show as well. #AgTwitter #markets

youtu.be/Hzdyls10tKI

Andrey Sizov · @sizov_andre · May 3

"Sunflower, for many of Ukraine's farmers, is more profitable than #corn... in the current season. They will plant less #grain than in the previous season," Andrey Sizov, Managing Director of SovEcon, a Black Sea agricultural market research firm, told S&P Global Commodity… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 3

lol
this keeps spreading
he was an advisor to biden in 2009-2011
(so perhaps there is still hope) x.com/CryptoTea_/sta…

Crypto Tea · @CryptoTea_ · May 3

This is Joe Biden’s chief economic advisor

We are doomed
pic.twitter.com/nblOzJ78us

Andrey Sizov · @sizov_andre · May 3

oh boy
looks like the "middle finger to bulls" candle in #corn

#oatt

Karen Braun · @kannbwx · May 3

🇷🇺The April combo of warm/dry in #Russia's top #wheat growing district hasn't been seen in 30+ years (ever?) Huge outlier. Closest analog is 2012, a poor overall wheat crop. Southern weather + total wheat yield isn't perfectly apples-to-apples, but gives an idea.

Andrey Sizov · @sizov_andre · May 3

more tanks and missiles -> higher gdp short-term
but
you cant produce much with tanks and missiles
so
lower GDP longer term x.com/ianbremmer/sta…

ian bremmer · @ianbremmer · May 3

russia’s economic growth in 2023: 3.6%
est growth in 2024: 3%

sanctions notwithstanding

-ft

Andrey Sizov · @sizov_andre · May 3

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Andrey Sizov · @sizov_andre · May 3

On top of Russian South dryness, here's another story to spook some #wheat shorts. The Center (#2 wheat grower) faces freezing temps (-3C / 27F) this weekend.

We'll talk about this in today's sizov.report weekly note.

#oatt #sizovreport #agwx pic.twitter.com/bYV4LAqk5I

Andrey Sizov · @sizov_andre · May 3

#Wheat is trading above 200DMA again. The chart suggests we can reverse here, but let's see how the market will close.

Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.

We will keep an eye on this for the… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · May 3

🇧🇷Some analysts/brokers are estimating losses for #soybeans in #Brazil's Rio Grande do Sul at around 3 million tonnes after the torrential rains. The flooding rains came as harvest was in progress.

Andrey Sizov · @sizov_andre · May 3

On the same date, exactly a year ago....#wheat jumped 5%. The trigger is below.

[And they say "seasonals don't work"] x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 3, 2023

Supposedly, the video of the drone attack on the Kremlin last night pic.twitter.com/VSA5I5nKax

Andrey Sizov · @sizov_andre · May 3

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TheGrainGeek · @thegraingeek · May 3

👀 x.com/sizov_andre/st…

Josh Linville · @JLinvilleFert · May 3

Getting a lot of questions about Russian #UAN shipments to the U.S. Pictured are the #fertilizer year 2024 year to date import total broken by nation.

Also sharing the export total and destination list.

U.S. is importing nearly as much as it is exporting...

Andrey Sizov · @sizov_andre · May 3

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Arnaud Bertrand · @RnaudBertrand · May 3

This is absolutely priceless. And probably the most frightening clip you'll ever watch on the people in charge of the US economy.

Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy
pic.twitter.com/1b31FPFPCQ

Karen Braun · @kannbwx · May 3

USDA confirms the sale of 122,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · May 3

On top of Russian South dryness, here's another story to spook some #wheat shorts. The Center (#2 wheat grower) faces freezing temps (-3C / 27F) this weekend.

We'll talk about this in today's sizov.report weekly note.

#oatt #sizovreport #agwx

Andrey Sizov · @sizov_andre · May 3

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Andrey Sizov · @sizov_andre · May 3

Cover in May and go away...

#Corn breaks above 100DMA and takes out yesterday's high. Wonder how much the funds will have to buy.

#oatt #agwx pic.twitter.com/d6Cs62WvaX

Andrey Sizov · @sizov_andre · May 3

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Andrey Sizov · @sizov_andre · May 3

@therealgerlach @ethankoehler14 @cornoptions1 looking at oi (which has been increasing) i doubt that we have seen any substantial short-covering yet...is it starting today?

#corn

Andrey Sizov · @sizov_andre · May 3

There were plenty of nice opportunities to buy below $6 / close to 100DMA...

#wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 1

Becoming more bullish...

#wheat x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 3

Impressive sell-off in $DXY after the jobs report.
Adding some fuel to rally in #grains?

#wheat #corn #oatt

Andrey Sizov · @sizov_andre · May 3

Retweeted...

SovEcon · @sovecon · May 3

The Buenos Aires Grain Exchange lowered its forecast for Argentine corn production in 2023/24 by 3 mmt to 46.5 mmt. The forecast was revised due to unfavorable weather and plant diseases.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Andrey Sizov · @sizov_andre · May 3

Cover in May and go away...

#Corn breaks above 100DMA and takes out yesterday's high. Wonder how much the funds will have to buy.

#oatt #agwx

Andrey Sizov · @sizov_andre · May 3

Cover in May and go away...

#Corn breaks above 100DMA and takes out yesterday's high. Wonder how much the funds will have to buy.

#oatt #agwx

Karen Braun · @kannbwx · May 2

CF Industries says the brisk pace at which U.S. agricultural companies have imported Russian fertilizer has unwittingly helped fund #Russia's war efforts. The U.S. does not have direct sanctions on Russian fertilizer.

Andrey Sizov · @sizov_andre · May 2

Retweeted...

Andrey Sizov · @sizov_andre · May 2

Another story to keep on your radar: the French #wheat conditions. It got a little drier, but now it's becoming too wet again while crop ratings are historically low already (good/ex 63% vs 90%+ a year ago).

Hello, weather market.

#oatt #sizoveport #agwx pic.twitter.com/kxw7Yx1rY9

Andrey Sizov · @sizov_andre · May 2

Retweeted...

Andrey Sizov · @sizov_andre · May 2

A part of the Russian South (#1 #wheat grower) got limited precipitation (<10 mm / 0.4 '), and the outlook has worsened substantially. We are expecting RU crop forecast downgrades.

Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?

Check yesterday's sizov.report… twitter.com/i/web/status/1… pic.twitter.com/uTuLryVzM3

Andrey Sizov · @sizov_andre · May 2

Retweeted...

Andrey Sizov · @sizov_andre · May 2

#ClimateEmergency pic.twitter.com/aGhytgnAOx

Arlan Suderman · @ArlanFF101 · May 2

#oatt x.com/commodityweek/…

Todd E. Gleason🎙🇺🇸 · @commodityweek · May 2

May 02 | Commodity Week
@ZEUSHOYO @ArlanFF101

Panelists
- Greg Johnson, TGM TotalGrainMarket.com
- Arlan Suderman, StoneX.com
- Mike Zuzolo, GlobalCommResearch.com

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