Latest news from (Twitter)
Andrey Sizov
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@sizov_andre
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Apr 18
Russia's #wheat outstanding export sales continue to tank. They currently stand at 0.7 mmt only compared to 2.3 mmt in late March. No demand or more government intervention?
More: sizov.report
#oatt #agwx #blacksea
More: sizov.report
#oatt #agwx #blacksea
Andrey Sizov
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@sizov_andre
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Apr 18
Ukraine's exports remain exceptionally strong. Despite the recent problems at one of the Odesa terminals, in April 1-17 they exported 2.4 mmt of #corn vs. 2.8 mmt in March.
Their shipment should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…
Their shipment should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 18
Ukraine's exports remain exceptionally strong. Despite the recent problems at one of the Odesa terminals, in April 1-17 they exported 2.4 mmt of #corn vs. 2.8 mmt in March.
Their shipments should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…
Their shipments should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…
Josh Linville
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@JLinvilleFert
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Apr 18
Quiet on the #fertilizer front today:
#urea is holding, but leans bearish on Chinese export returns
#uan is tight
#NH3 is done
#phosphate values continue to fall
#potash...is basically back to being potash and doing nothing!
Just need planting to conclude so sidedress can start
#urea is holding, but leans bearish on Chinese export returns
#uan is tight
#NH3 is done
#phosphate values continue to fall
#potash...is basically back to being potash and doing nothing!
Just need planting to conclude so sidedress can start
Andrey Sizov
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@sizov_andre
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Apr 18
Retweeted...
Darin D. Fessler ✝️
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@DDFalpha
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Apr 18
Darin D. Fessler ✝️
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@DDFalpha
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Apr 18
@IGCgrains (World) 24/25 April Ests:
#Wheat 🌾
Production 798MMT, -1MMT v Mar
Ending Stks 259MMT, -3MMT v Mar
YOY -5MMT
#Corn 🌽
Production 1.226MMT, -7MMT v Mar
Ending Stks 291MMT, -6MMT v Mar
YOY +2MMT
#Soybeans 🌱
Production 413MMT, unch v Mar
Ending Stks 75MMT, unch v… twitter.com/i/web/status/1…
#Wheat 🌾
Production 798MMT, -1MMT v Mar
Ending Stks 259MMT, -3MMT v Mar
YOY -5MMT
#Corn 🌽
Production 1.226MMT, -7MMT v Mar
Ending Stks 291MMT, -6MMT v Mar
YOY +2MMT
#Soybeans 🌱
Production 413MMT, unch v Mar
Ending Stks 75MMT, unch v… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 18
Matif May #wheat testing 205-206 resistance once again. Time to break out at last?
#oatt #sizovreport
#oatt #sizovreport
Arlan Suderman
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@ArlanFF101
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Apr 18
Arlan Suderman
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@ArlanFF101
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Apr 18
This morning's weekly USDA export sales report includes confirmation that China cancelled another couple cargoes of U.S. soft red winter wheat #oatt
Arlan Suderman
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@ArlanFF101
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Apr 18
#oott #oatt Great to be back on the @SchwabNetwork this morning. x.com/SchwabNetwork/…
Schwab Network
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@SchwabNetwork
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Apr 18
Schwab Network
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@SchwabNetwork
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Apr 18
𝘾𝙝𝙚𝙘𝙠𝙞𝙣𝙜 𝙞𝙣 𝙤𝙣 𝙘𝙤𝙢𝙢𝙤𝙙𝙞𝙩𝙞𝙚𝙨: what’s next for crude oil? 🛢️
🎥 @ArlanFF101 joins @FuturesBenL with a deep dive into #CL_F: twitter.com/i/broadcasts/1…
🎥 @ArlanFF101 joins @FuturesBenL with a deep dive into #CL_F: twitter.com/i/broadcasts/1…
Arlan Suderman
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@ArlanFF101
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Apr 18
Karen Braun
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@kannbwx
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Apr 18
USDA confirms the sale of 138,000 tonnes of U.S. #soymeal for delivery to the Philippines in 2023/24.
Andrey Sizov
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@sizov_andre
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Apr 18
Retweeted...
SovEcon
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@sovecon
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Apr 18
SovEcon
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@sovecon
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Apr 18
The Ukrainian Ministry of Agrarian Policy has forecasted the total grain production for 2024 at 52.4 MMT. This includes an expected 19.2 MMT of wheat, 26.7 MMT of corn, and 4.9 MMT of barley.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Karen Braun
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@kannbwx
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Apr 18
🇦🇷Due to disease, USDA's Buenos Aires attache slashes #Argentina's 2023-24 #corn crop to 51 mmt from 57 mmt projected in January. USDA officially sits at 55 mmt.
The attache projects 2024-25 corn production at 48 mmt as farmers are expected to switch toward #soybeans.
The attache projects 2024-25 corn production at 48 mmt as farmers are expected to switch toward #soybeans.
farmbucks.com
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@farmbuckscom
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Apr 17
Retweeted...
Allen Motew
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@QTweather
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Apr 17
Allen Motew
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@QTweather
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Apr 17
The next 48 hour. Saskatchewan/Manitoba snowstorm the next 2 days. pic.twitter.com/OagTg071aY
farmbucks.com
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@farmbuckscom
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Apr 17
Retweeted...
World Grain
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@worldgrain
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Apr 17
World Grain
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@worldgrain
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Apr 17
CHS has signed an intent to purchase agreement for eight grain assets in five states from Minneapolis, Minnesota, US-based Cargill. The purchase tentatively is planned to close in early June. --> ow.ly/OUsP50RicuB
#agriculture #agribusiness #grain
#agriculture #agribusiness #grain
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 17
Andrey Sizov
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@sizov_andre
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Apr 17
On top of the current dryness in the South, Russian #wheat is facing seriously hot weather
#oatt #blacksea #blackseadrough2024 #agwx pic.twitter.com/F3kClMWDFN
#oatt #blacksea #blackseadrough2024 #agwx pic.twitter.com/F3kClMWDFN
Andrey Sizov
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@sizov_andre
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Apr 17
Argentina’s #corn crop face more deep cuts, say local analysts after slashing it from 57.0 mmt to 50.0 mmt.
WASDE: 56.0 mmt -> 55.0 mmt 🧐🧐
#oatt
Anyone googled that spiroplasma disease? x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 17
WASDE: 56.0 mmt -> 55.0 mmt 🧐🧐
#oatt
Anyone googled that spiroplasma disease? x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 17
🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely. pic.twitter.com/MdcAodjrDJ
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 17
Andrey Sizov
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@sizov_andre
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Apr 17
Russia's crop update 2024
• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season
More: sizov.report/reports/22269/…
#oatt #blacksea #agwx pic.twitter.com/HzTV1aQwl5
• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season
More: sizov.report/reports/22269/…
#oatt #blacksea #agwx pic.twitter.com/HzTV1aQwl5
Market Talk
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@markettalkag
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Apr 17
Retweeted...
Karen Braun
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@kannbwx
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Apr 17
Karen Braun
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@kannbwx
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Apr 17
🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely. pic.twitter.com/MdcAodjrDJ
Market Talk
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@markettalkag
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Apr 17
We saw #Crudeoil and #wheat under pressure on Wednesday with mixed action elsewhere. Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins the show to discuss concerning signals he is watching closely in these markets mid-April. #AgTwitter #OATT
youtube.com/watch?v=SZFYoM…
youtube.com/watch?v=SZFYoM…
Karen Braun
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@kannbwx
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Apr 17
🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely.
Josh Linville
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@JLinvilleFert
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Apr 17
Global #urea values have been falling (near collapsing) in recent weeks on weak demand and unsold inventories.
Also, European Dutch TTF nat gas values have rallied back to the $10 mark.
So input price is rising and sales price is falling...will European production rates hold?
Also, European Dutch TTF nat gas values have rallied back to the $10 mark.
So input price is rising and sales price is falling...will European production rates hold?
Josh Linville
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@JLinvilleFert
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Apr 17
Somehow we are halfway thru April. I have 2 weeks before the May farmer fertilizer newsletter is due to be sent.
Monthly chance to see what I got right...and wrong!!!
If you haven't signed up, registration link is:
subscribe.stonex.com/farmer-fertili…
Will be looking ahead to summer.
Monthly chance to see what I got right...and wrong!!!
If you haven't signed up, registration link is:
subscribe.stonex.com/farmer-fertili…
Will be looking ahead to summer.
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Spiga Dorata
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@spiga_dorata
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Apr 17
Spiga Dorata
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@spiga_dorata
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Apr 17
Thanks to a partial recovery in spring sowing Agreste @Agri_Gouv updates to 230.000 the estimate of hectares sown with #durum wheat in #France
(📈 up from 210.000 in February)
➡️ -2,6% than 2023 📉
➡️ -10,1% than 5 years avg 📉
April 8 Rating good+excellent = 70% (91% in 2023) pic.twitter.com/Dmb6LDvhX4
(📈 up from 210.000 in February)
➡️ -2,6% than 2023 📉
➡️ -10,1% than 5 years avg 📉
April 8 Rating good+excellent = 70% (91% in 2023) pic.twitter.com/Dmb6LDvhX4
Andrey Sizov
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@sizov_andre
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Apr 17
Impressive job, $mcd
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
ian bremmer
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@ianbremmer
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Apr 17
ian bremmer
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@ianbremmer
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Apr 17
more americans think russia is winning war in ukraine
but strong majority still say neither
and they're right pic.twitter.com/5KtGyoEdxC
but strong majority still say neither
and they're right pic.twitter.com/5KtGyoEdxC
Andrey Sizov
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@sizov_andre
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Apr 17
🔥🔥 x.com/DDFalpha/statu…
Darin D. Fessler ✝️
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@DDFalpha
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Apr 17
Darin D. Fessler ✝️
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@DDFalpha
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Apr 17
Just for reference. Major production areas in Russia. 🌾 pic.twitter.com/dM5HFAuBHI x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 17
Andrey Sizov
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@sizov_andre
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Apr 17
Interesting chairs in Telegram's founder Durov's interview to Carlson...is that the official start of their roadshow?
(You need to know a few things about Russian prisons to get the joke...)
(You need to know a few things about Russian prisons to get the joke...)
Andrey Sizov
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@sizov_andre
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Apr 17
On top of the current dryness in the South, Russian #wheat is facing seriously hot weather
#oatt #blacksea #blackseadrough2024 #agwx
#oatt #blacksea #blackseadrough2024 #agwx
Andrey Sizov
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@sizov_andre
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Apr 17
Russia's crop update 2024
• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season
More: sizov.report/reports/22269/…
#oatt #blacksea #agwx
• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season
More: sizov.report/reports/22269/…
#oatt #blacksea #agwx
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 17
Matif May #wheat chart keeps suggesting we could see a breakout soon. An upside move seems more probable, CBOT could follow. What could be the catalyst?
More in our recent subscribers-only note on Matif and GASC tender: sizov.report/reports/22286
#oatt #agwx #blacksea #sizovreport
More in our recent subscribers-only note on Matif and GASC tender: sizov.report/reports/22286
#oatt #agwx #blacksea #sizovreport
Karen Braun
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@kannbwx
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Apr 17
🇺🇦Grain production in #Ukraine has been unprofitable since 2021, which has impacted planting decisions for the 2024/25 harvest. Oilseeds are the more attractive option (especially soybeans). Overall grain output is likely to drop this year.
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 16
Andrey Sizov
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@sizov_andre
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Apr 16
The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS
Andrey Sizov
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@sizov_andre
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Apr 17
Retweeted...
SovEcon
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@sovecon
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Apr 17
SovEcon
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@sovecon
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Apr 17
In an international tender, Egyptian GASC purchased 120 tmt of Ukrainian wheat at a price of $220-221/mt FOB with a 270-day payment deferral. All Russian suppliers offered wheat at a price of $235/mt FOB with a 270-day deferral.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 12
Andrey Sizov
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@sizov_andre
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Apr 12
Headlines: #China is buying lots of Ukrainian #corn!
US farmers: 😠😠😠
Reality: China booked average volumes after the Lunar New Year
....a few weeks later
Headlines: China is washing out Ukrainian corn!
Reality: a few vessels were washed out, CN bids lower, still plenty of… twitter.com/i/web/status/1… pic.twitter.com/I0W9WYl7ig
US farmers: 😠😠😠
Reality: China booked average volumes after the Lunar New Year
....a few weeks later
Headlines: China is washing out Ukrainian corn!
Reality: a few vessels were washed out, CN bids lower, still plenty of… twitter.com/i/web/status/1… pic.twitter.com/I0W9WYl7ig
Market Talk
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@markettalkag
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Apr 16
Soybeans struggled on Tuesday while corn and wheat were firm and cattle saw some nice follow through support. We discuss with Jacob Burks (@jacob1020) from @AgMarket_Net on today's Market Talk program.
#agnews #AgTwitter #OATT #soybeans #cattle
youtube.com/watch?v=jjyViH…
#agnews #AgTwitter #OATT #soybeans #cattle
youtube.com/watch?v=jjyViH…
Market Talk
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@markettalkag
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Apr 16
Also, it has been one year since @FBNFarmers launched its AI agronomy advisor, Norm. What have they learned in that one year of Norm being used by farmers and ranchers? Does AI have a future on the farm? Kit Barron with FBN joins us today to discuss.
youtu.be/_XhGLiAVxs8
youtu.be/_XhGLiAVxs8
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
Traders Community
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@TradersCom
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Apr 16
Traders Community
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@TradersCom
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Apr 16
Went short after Easter ..... simple logic trading #cocoa no?
Been a wild ride @sizov_andre has been on top of this one :) x.com/chigrl/status/…
Been a wild ride @sizov_andre has been on top of this one :) x.com/chigrl/status/…
Karen Braun
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@kannbwx
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Apr 16
Karen Braun
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@kannbwx
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Apr 16
Karen Braun
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@kannbwx
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Apr 16
Karen Braun
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@kannbwx
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Apr 16
Anyone have questions for USDA about its data, methods, anything at all? I'm sure this news from last week is top of mind.
USDA's Data Users' meeting is later today, so let me know if you have any pressing questions. Can try to get answers. Yields, crop progress, China, etc.... x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 9
USDA's Data Users' meeting is later today, so let me know if you have any pressing questions. Can try to get answers. Yields, crop progress, China, etc.... x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 9
🇺🇸Starting with the 2024 production year, USDA's NASS is discontinuing the following data and reports due to budgetary constraints:
▪️July cattle report
▪️Cotton objective yield survey
▪️County-level estimates for crops and livestock pic.twitter.com/T4PifKyQLr
▪️July cattle report
▪️Cotton objective yield survey
▪️County-level estimates for crops and livestock pic.twitter.com/T4PifKyQLr
Andrey Sizov
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@sizov_andre
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Apr 16
Sweet
Looking forward to eating 10 quid/kg UK organic fair trade locally grown free range bananas next time in London x.com/FarmingUK/stat…
FarmingUK
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@FarmingUK
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Apr 16
Looking forward to eating 10 quid/kg UK organic fair trade locally grown free range bananas next time in London x.com/FarmingUK/stat…
FarmingUK
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@FarmingUK
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Apr 16
This boy's sign is 100% right - support British farmers! 👏 🇬🇧
📸 Melissa Davey pic.twitter.com/7scafsLd08
📸 Melissa Davey pic.twitter.com/7scafsLd08
farmbucks.com
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@farmbuckscom
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Apr 16
Retweeted...
247AG
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@247dotAg
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Apr 15
247AG
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@247dotAg
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Apr 15
Despite some decent or even above-normal precipitation during the winter, widespread drought casts a shadow over the 2024 growing season for the Canadian Prairies. Portions of SW Manitoba, northern Saskatchewan, and northern Alberta, amounts have been less than 85% of normal. pic.twitter.com/kOb0txVlND
Andrey Sizov
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@sizov_andre
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Apr 16
The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1…
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 16
Andrey Sizov
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@sizov_andre
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Apr 16
The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS
The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 12
Andrey Sizov
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@sizov_andre
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Apr 12
How much EU #corn has been sold to China this season? Something around 0....more noise 🙈🙈🙈
I bet Chinese guys just translated the Reuters story about Ukrainian corn, and now Reuters is making a new story about "China may cancel more shipments from Europe following… twitter.com/i/web/status/1… x.com/kannbwx/status…
I bet Chinese guys just translated the Reuters story about Ukrainian corn, and now Reuters is making a new story about "China may cancel more shipments from Europe following… twitter.com/i/web/status/1… x.com/kannbwx/status…
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 12
Andrey Sizov
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@sizov_andre
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Apr 12
Russia's #wheat price jumped in March, helping the global market.
Russian FOB is flat this week, is the rally over?
More in our weekly note: sizov.report
#oatt #sizovreport #blaksea pic.twitter.com/gUBJlG1z5I
Russian FOB is flat this week, is the rally over?
More in our weekly note: sizov.report
#oatt #sizovreport #blaksea pic.twitter.com/gUBJlG1z5I
Andrey Sizov
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@sizov_andre
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Apr 16
Live fast, die young, go organic! x.com/agbioworld/sta…
Channa Prakash
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@AgBioWorld
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Apr 16
Channa Prakash
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@AgBioWorld
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Apr 16
And everyone lived up to the ripe old age of 36 pic.twitter.com/IgwLxmTxmc
Andrey Sizov
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@sizov_andre
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Apr 16
Retweeted...
SovEcon
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@sovecon
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Apr 16
SovEcon
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@sovecon
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Apr 16
By April 14, 6% of the U.S. corn planting area had been sown, vs analysts’ expectations of 7%, USDA reports. The share of the winter wheat crop in good/excellent condition dropped by 1 p.p. to 55%, meeting market expectations.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Apr 15
Reuters: Russia has been able to swiftly repair some of key oil refineries hit by Ukrainian drones, reducing capacity idled by the attacks to about 10% from almost 14% at the end of March, Reuters calculations showed.
reuters.com/world/europe/r…
reuters.com/world/europe/r…
Andrey Sizov
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@sizov_andre
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Apr 15
No one needs another #graindeal right now, except Erdogan (again).
Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…
Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 15
No one needs another #graindeal right now, except Erdogan (again).
Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…
Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 15
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Is France going to harvest a poor or very poor #wheat crop this year? The ratings continue to decline...
#oatt x.com/sovecon/status…
#oatt x.com/sovecon/status…
Andrey Sizov
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@sizov_andre
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Apr 15
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Small ranges in Matif #wheat...the market is coiling. The breakout to the upside seems more probable to me at this stage, with a target of 210-215. What could be the trigger? Hmm...
#oatt #sizovreport #blacksea pic.twitter.com/lZKGGWmujK
#oatt #sizovreport #blacksea pic.twitter.com/lZKGGWmujK
Andrey Sizov
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@sizov_andre
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Apr 15
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Russia & Global #grain market weekly, Apr 08-12, 2024:
* #Wheat mixed, market continues to watch Black Sea
* April wheat exports could be record-high
* Wheat ruble prices rose again
* Weather not helping new crop
More: sizov.report/reports/22246/…
#oatt #blacksea pic.twitter.com/6bqnqW93Re
* #Wheat mixed, market continues to watch Black Sea
* April wheat exports could be record-high
* Wheat ruble prices rose again
* Weather not helping new crop
More: sizov.report/reports/22246/…
#oatt #blacksea pic.twitter.com/6bqnqW93Re
Andrey Sizov
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@sizov_andre
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Apr 15
GASC is holding another #wheat tender tomorrow. They bought 110K only @ $234.5 FOB (270 days LC) in late March...
#oatt #sizovreport x.com/RussianGrainTr…
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
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@RussianGrainTra
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Apr 15
#oatt #sizovreport x.com/RussianGrainTr…
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
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@RussianGrainTra
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Apr 15
💥 GASC wheat tender tomorrow 16 April 2024
FOB delivery period 20 - 30 May.24
🏦 payment basis LC 180 days LC & 270 days LC GASC option (seller must offer both options )
FOB delivery period 20 - 30 May.24
🏦 payment basis LC 180 days LC & 270 days LC GASC option (seller must offer both options )
Andrey Sizov
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@sizov_andre
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Apr 15
Head of IAEA Grossi:
"Two years of war are weighing heavily on nuclear safety at Zaporizhzhya Nuclear Power Plant. Every one of the IAEA’s 7 pillars of nuclear safety and security have been compromised. We cannot sit by and watch as the final weight tips the finely balanced… twitter.com/i/web/status/1…
"Two years of war are weighing heavily on nuclear safety at Zaporizhzhya Nuclear Power Plant. Every one of the IAEA’s 7 pillars of nuclear safety and security have been compromised. We cannot sit by and watch as the final weight tips the finely balanced… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 15
Does anyone know what the price is "fair"?
I just paid 30 eur for 1 kg of beef in supermercado nearby...pretty unfair. Please pass a law that steak meat price shouldn't exceed 10 eur.
Thank you
A concerned consumer x.com/NoFarmsNoFoods…
No Farmers, No Food
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@NoFarmsNoFoods
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Apr 15
I just paid 30 eur for 1 kg of beef in supermercado nearby...pretty unfair. Please pass a law that steak meat price shouldn't exceed 10 eur.
Thank you
A concerned consumer x.com/NoFarmsNoFoods…
No Farmers, No Food
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@NoFarmsNoFoods
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Apr 15
If one of the major supermarkets genuinely provided a fair price for farmers (and consumers) and authenticity prioritised British home grown foods, they would create a marketing USP that would probably lead to a huge share of the consumer to retail market. pic.twitter.com/IveKdwQojP
Andrey Sizov
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@sizov_andre
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Apr 15
#ukraine x.com/SpeakerJohnson…
Speaker Mike Johnson
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@SpeakerJohnson
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Apr 15
Speaker Mike Johnson
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@SpeakerJohnson
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Apr 15
I have just spoken with the @HouseGOP conference on my plan to address national security supplemental legislation on the growing security crises.
This week, we will consider separate bills with a structured and germane amendment process to:
•Fund our ally Israel
•Support… twitter.com/i/web/status/1…
This week, we will consider separate bills with a structured and germane amendment process to:
•Fund our ally Israel
•Support… twitter.com/i/web/status/1…
Karen Braun
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@kannbwx
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Small ranges in Matif #wheat...the market is coiling. The breakout to the upside seems more probable to me at this stage, with a target of 210-215. What could be the trigger? Hmm...
#oatt #sizovreport #blacksea
#oatt #sizovreport #blacksea
Andrey Sizov
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@sizov_andre
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Apr 15
Russia & Global #grain market weekly, Apr 08-12, 2024:
* #Wheat mixed, market continues to watch Black Sea
* April wheat exports could be record-high
* Wheat ruble prices rose again
* Weather not helping new crop
More: sizov.report/reports/22246/…
#oatt #blacksea
* #Wheat mixed, market continues to watch Black Sea
* April wheat exports could be record-high
* Wheat ruble prices rose again
* Weather not helping new crop
More: sizov.report/reports/22246/…
#oatt #blacksea
Karen Braun
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@kannbwx
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Retweeted...
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Arlan Suderman
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@ArlanFF101
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Apr 15
Marketing year to date grain sorghum export inspections exceed the seasonal pace needed to hit USDA's target by 19 million bushels, down from 22 million the previous week. #oatt
Arlan Suderman
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@ArlanFF101
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Not so good
Too much moisture as well x.com/grainfinger/st…
Too much moisture as well x.com/grainfinger/st…
Josh Linville
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@JLinvilleFert
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Apr 15
Fortunately, global #nitrogen fertilizer markets have largely ignored Iranian attack attempts on Israel.
However, it takes precious little for this to expand.
Things that happen halfway around the world can and probably will affect you at home.
However, it takes precious little for this to expand.
Things that happen halfway around the world can and probably will affect you at home.
Market Talk
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@markettalkag
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Apr 15
Retweeted...
John Heinberg
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@casheagle1
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Apr 15
John Heinberg
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@casheagle1
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Apr 15
Private exporters reported sales of 165,000 metric tons of #corn for delivery to Mexico.
-135,000 metric tons is for delivery during the 2023/2024 marketing year
-30,000 metric tons is for delivery during the 2024/2025 marketing year.
-135,000 metric tons is for delivery during the 2023/2024 marketing year
-30,000 metric tons is for delivery during the 2024/2025 marketing year.
Karen Braun
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@kannbwx
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Apr 15
USDA confirms the sale of 165,000 tonnes of U.S. #corn for delivery to Mexico. 135kt is for 2023/24 and 30kt is for 2024/25.
Andrey Sizov
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@sizov_andre
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Apr 15
Maria, curious about the new week
Andrey Sizov
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@sizov_andre
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Apr 15
Andrey Sizov
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@sizov_andre
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Apr 15
Is France going to harvest a poor or very poor #wheat crop this year? The ratings continue to decline...
#oatt x.com/sovecon/status…
SovEcon
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@sovecon
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Apr 15
#oatt x.com/sovecon/status…
SovEcon
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@sovecon
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Apr 15
The share of French winter wheat crops in good to excellent condition has fallen to 64%, down 1 percentage point from last week and 30 percentage points from last year.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Apr 14
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Apr 13
Claudio Gianni
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@ClaudioGianni
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Apr 13
El precio FOB del trigo ruso, que había caído incuso algo por debajo de los USD 200, cerró la semana en USD 211. Una pequeña ayuda para las cotizaciones globales... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 14
Retweeted...
ʎllǝuuop ʇuǝɹq
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@donnelly_brent
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Apr 14
ʎllǝuuop ʇuǝɹq
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@donnelly_brent
·
Apr 14
NASDAQ up two percent by the close on Monday vibes. x.com/polemictmm/sta…
Josh Linville
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@JLinvilleFert
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Apr 13
Karen Braun
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@kannbwx
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Apr 12
Market Talk
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@markettalkag
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Apr 12
Retweeted...
Karen Braun
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@kannbwx
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Apr 12
Karen Braun
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@kannbwx
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Apr 12
🇺🇸Analysts see March 2024 NOPA crush at an all-time record 197.8 mln bu of #soybeans, topping the Dec 2023 high mark of 195.3 mln and up 6% from last March. #Soyoil stocks are expected to have risen 6% during March but stay below year-ago levels. Data is out on Monday. pic.twitter.com/axULKiaATH
Market Talk
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@markettalkag
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Apr 12
Grains firm to higher, livestock under pressure, gold all over the place; tons of market action on Friday! Kent Beadle with @ParadigmFutures joins us to discuss. Plus, we talk spring planting reminders with Lance Tarochione from @Asgrow_DEKALB.
markettalkag.com/2024/04/12/fri…
markettalkag.com/2024/04/12/fri…
Andrey Sizov
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@sizov_andre
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Apr 12
How much EU #corn has been sold to China this season? Something around 0....more noise 🙈🙈🙈
I bet Chinese guys just translated the Reuters story about Ukrainian corn, and now Reuters is making a new story about "China may cancel more shipments from Europe following… twitter.com/i/web/status/1… x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 12
I bet Chinese guys just translated the Reuters story about Ukrainian corn, and now Reuters is making a new story about "China may cancel more shipments from Europe following… twitter.com/i/web/status/1… x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 12
🇨🇳China Grain Net, affiliated with state stockpiler Sinograin, says #China may cancel #corn shipments from Europe to ease domestic supply pressure. Unsure if they're referring to the Ukrainian cancellations. Brazil is China's top corn supplier followed by USA, Ukraine. pic.twitter.com/4hv27nvSrU
Karen Braun
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@kannbwx
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Apr 12
Karen Braun
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@kannbwx
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Apr 12
Josh Linville
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@JLinvilleFert
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Apr 12
Retweeted...
Karen Braun
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@kannbwx
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Apr 12
Accounts we follow:
farmbucks.com
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
500 Following
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546 Followers
Andrey Sizov
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
2122 Following
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32.9K Followers
Karen Braun
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
147 Following
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77.7K Followers
Arlan Suderman
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
4501 Following
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48.3K Followers
Josh Linville
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
22.4K Following
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34.5K Followers
Market Talk
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
340 Following
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1408 Followers