Farmbucks News

Pro Farmer · @profarmer · Apr 19

Open interest in corn futures fell 9% since the beginning of the month, which encompassed a 25¢ rally. To put that into perspective, it is over triple the net-long that funds held in corn in the last CFTC report.

This phenomenon can be noted across the agricultural complex with

Andrey Sizov · @sizov_andre · Apr 18

Retweeted...

Andrey Sizov · @sizov_andre · Apr 18

CNN: US may abandon Ukraine peace efforts “within days” if no progress is made, warns Rubio.

That doesn’t sound encouraging for ceasefire odds in Ukraine.

#oatt #wheat #blacksea #sizovreport pic.x.com/T7adZ6h9wE

Josh Linville · @JLinvilleFert · Apr 18

FYI, this situation has not improved. Now hearing it takes until June to find substantial volume.

UAN will remain high priced to push demand to urea, but not sure if enough can switch.

Sorry. Feels like I only share bad news. x.com/JLinvilleFert/…

Josh Linville · @JLinvilleFert · Apr 9

Farmers: I cannot overstate how tight UAN supplies in N.A. are. I realize that in years past, even when supplies are tight, retailers have made product appear.

This year, do not be mad if your retailer says you will have to wait for supply if you haven't purchased already.

Josh Linville · @JLinvilleFert · Apr 18

Why does the Ag industry need to do better educating the general public?

This...exactly this.

If you knew nothing about ag, you would read/watch this report and take it for gospel. x.com/krassenstein/s…

Brian Krassenstein · @krassenstein · Apr 17

BREAKING: South Dakota rancher Rick Eckmann warned on CNN that Trump’s tariffs are already gutting his operation.

Cattle futures have plunged below his break‑even point, and Eckmann doesn’t hold back:

“To get where [Trump] is today, he’s stepped on people—and he has zero pic.x.com/ZHogxoxxBo

Pro Farmer · @profarmer · Apr 18

China’s pork output rose 1.2% from year-ago in the first quarter to 16.02 MMT. A total of 194.76 million hogs were slaughtered from January to March, a 0.1% increase from the same period last year.

Pro Farmer · @profarmer · Apr 18

Farmdoc daily reports that Brazil’s rapid expansion of corn-based ethanol production is transforming the country’s domestic corn market, sharply boosting internal consumption and potentially curbing future exports.
• Record corn use for ethanol
• Domestic pic.x.com/JvzCtKmPNM

Market Talk · @markettalkag · Apr 18

On Friday's episode, we have a conversation about tariffs, Trade War 2.0, global export flows of grain and the relationships between the U.S., China and South America in particular. Susan Stroud (@SusanNOBULL) joins us for a conversation on today's show.

youtube.com/watch?v=HHQyRY…

Market Talk · @markettalkag · Apr 18

Also on Friday's episode, no markets of course for Good Friday, but we examine supply and demand fundamentals, weather risk and much more with Chad Hart from @IowaStateU @ISUExtension #agnews

youtu.be/_-dfZf4DqQo

Pro Farmer · @profarmer · Apr 18

Cattle on Feed Report: Placements and Markets both came in a bit higher than the average pre-report estimates.
zurl.co/r1r3R pic.x.com/QZMi3Qcvec

Andrey Sizov · @sizov_andre · Apr 18

CNN: US may abandon Ukraine peace efforts “within days” if no progress is made, warns Rubio.

That doesn’t sound encouraging for ceasefire odds in Ukraine.

#oatt #wheat #blacksea #sizovreport pic.x.com/T7adZ6h9wE

Andrey Sizov · @sizov_andre · Apr 18

Retweeted...

SovEcon · @sovecon · Apr 18

The International Grains Council (IGC) raised its forecast for global corn production in the 2025/26 season by 5 million metric tons (mmt) to 1,274 mmt. The wheat production forecast was trimmed by 1 mmt to 806 mmt.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Apr 18

USDA reported net upland cotton sales during the week ended April 10, rose 76% from the previous week and 88% from the four-week average.

Traders will continue to monitor weekly sales data for evidence of increased purchases as the marketing-year advances.

Pro Farmer · @profarmer · Apr 18

The winter wheat futures markets have shown technical signs of price-bottoming action recently but will likely need the help of rallying corn and soybean futures markets to sustain their own price uptrends.

Pro Farmer · @profarmer · Apr 18

USDA estimated there were 11.638 million head of cattle in large feedlots (1,000-plus head) as of April 1, down 188,000 head (1.6%) from year-ago.

Placements rose 5.1% during March, while marketings increased 1.1%.

Pro Farmer · @profarmer · Apr 18

House Democrats, led by Rep. Angie Craig (D-MN), are warning that Republican proposals to slash $230 billion — primarily from SNAP — via the budget reconciliation measure could sabotage bipartisan efforts to pass a new farm bill.

Craig said cutting a core title of the bill pic.x.com/N0oLBNV6Xr

Pro Farmer · @profarmer · Apr 17

U.S. weather will be the main focus over the next month as U.S. producers advance through the spring planting season.
Heavy rains and flooding have delayed planting efforts in the Ohio and Tennessee river basins, with forecasted rains around April 25-28 likely exacerbating those

Market Talk · @markettalkag · Apr 17

The first episode of Cattle Chatter with Susan Littlefield (@firefighter89) is now LIVE with Brad Kooima!

youtu.be/lNg8SMXTZfc

Market Talk · @markettalkag · Apr 17

Retweeted...

American Ag Network · @AmericanAgNet · Apr 17

United States Cattle on Feed Down 2 Percent americanagnetwork.com/2025/04/17/uni…

Market Talk · @markettalkag · Apr 17

We saw a quieter end to the holiday shortened trading week with grains mixed to lower on Thursday while cattle futures had another solid day. Bryan Doherty with @TotalFarmMktg joins us to discuss the trade as we wrap up and head to the holiday weekend.

youtube.com/watch?v=ImFAat…

Arlan Suderman · @ArlanFF101 · Apr 17

Retweeted...

Eric Snodgrass · @snodgrss · Apr 17

@firefighter89 @AmericanAgNet new CPC forecast for summer just dropped. pic.x.com/jPI9xE0ueF

Arlan Suderman · @ArlanFF101 · Apr 17

Retweeted...

StoneX Group Inc. · @StoneX_Official · Apr 17

Tariff talks are underway, but will the headlines take a break over the long weekend?

@ArlanFF101, StoneX’s Chief Commodities Economist, unpacks the start of US trade negotiations, market reactions, and why commodity prices are showing resilience amid uncertainty.

Watch the pic.x.com/rHXkOxrFT8

Pro Farmer · @profarmer · Apr 17

Corn futures traded within Tuesday’s session for the 2nd consecutive day as prices continue to consolidate on the daily bar chart. A break higher or lower ahead of the long weekend was unlikely and sideways trade was expected and even helpful for the market as conditions neared

Andrey Sizov · @sizov_andre · Apr 17

Wonder why Parana is “Russia”. Immigrants? x.com/theepicmap/sta…

Epic Maps 🗺️ · @theepicmap · Apr 17

Extremely Accurate Map of Brazil pic.x.com/9bMKLtPDnL

Pro Farmer · @profarmer · Apr 17

“The economic outlook for 2025 farm income remains weak, according to bank CEOs. Despite the negative fallout from tariffs, 75% of bankers support the tariffs on China, and 79.2% back the 90-day pause on other tariffs,” says Creighton University’s Dr. Ernie Goss who conducts the pic.x.com/pEYcRqQ124

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Andrey Sizov · @sizov_andre · Apr 17

Below-normal precipitation + above-normal temperatures = not the best setup for winter #wheat in the Black Sea region this April. 🌾🔥

Remember the April-May rally in 2024? It kicked off on April 19 😉

BUT we don’t see a similar setup this year, yet. Weather should normalize in pic.x.com/olXWvf3eaN

Andrey Sizov · @sizov_andre · Apr 17

Lol
Macron has been talking a lot and doing almost nothing x.com/financialjuice…

FinancialJuice · @financialjuice · Apr 17

US Defense Secretary Hegseth told France to take responsibility for European defense.

Andrey Sizov · @sizov_andre · Apr 17

SovEcon raises Russian #wheat crop estimate on favorable spring weather, but output still projected below average and the lowest in four years

Free note: blog.sizov.report/sovecon-raises…

#oatt #agwx pic.x.com/bqOyeYNRQM

Karen Braun · @kannbwx · Apr 17

🌽As of April 10, U.S. exporters had sold just under 2 million tonnes (78 mln bu) of #corn for 2025/26, slightly below long-term averages for the date.

But at this time a year ago, sales for 2024/25 were at 14-year lows. The 2024/25 program is now set to be the 2nd best ever. pic.x.com/K79GUULHnm

Arlan Suderman · @ArlanFF101 · Apr 17

Tariff negotiations have begun. What's the impact on the commodities? #corn #soybeans #wheat #crude oil. #oatt youtube.com/watch?v=Lo5MIK…

Pro Farmer · @profarmer · Apr 17

China’s commerce ministry urged the U.S. to stop putting “extreme pressure” on China and demanded respect in any trade talks, but the two sides remained at an impasse over who should start those talks.

Pro Farmer · @profarmer · Apr 17

Biofuels producer LanzaJet voiced concerns that potential Trump administration tariffs on Brazilian ethanol could significantly increase the cost of domestically produced sustainable avian fuel (SAF).

The company is also grappling with regulatory uncertainty as it awaits final pic.x.com/zJULbcKoqE

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

HTS Commodities · @HTSCommodities · Apr 17

Russia's #wheat production estimate for MY 25/26 is being raised to 79.7 mmt, -1.9 mmt YoY, by the smart people at @sovecon If realized this would be the smallest all wheat crop in 5 years which can support US HRW export demand. pic.x.com/OSqGZx3iD3

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Granar SA · @GranarSA · Apr 17

🇷🇺🌾La consultora @sovecon elevó de 78,60 a 79,70MT su previsión sobre el volumen de la cosecha rusa de trigo 2025/2026, un volumen que igualmente quedaría por debajo de los 82,60MT de la campaña anterior y que resultaría el más bajo desde los 76MT recolectados en 2021. pic.x.com/f9FVCbmHRV

Andrey Sizov · @sizov_andre · Apr 17

Below-normal precipitation + above-normal temperatures = not the best setup for winter #wheat in the Black Sea region this April. 🌾🔥

Remember the April-May rally in 2024? It kicked off on April 19 😉

BUT we don’t see a similar setup this year, yet. Weather should normalize in pic.x.com/olXWvf3eaN

Karen Braun · @kannbwx · Apr 17

🇺🇸U.S. export sales last week were as expected, although China did cancel one cargo of old-crop beans. Mexico, Europe and Egypt were the bean buyers for the week. Net corn sales were a two-month high, led by Mexico. Soyoil sales are the date's best since 2011. pic.x.com/3zr8VxMoRU

Pro Farmer · @profarmer · Apr 17

President Donald Trump touted “big progress” in trade talks with Japan on Wednesday, in one of the first rounds of face-to-face negotiations since his barrage of tariffs on U.S. trading partners but gave no details of the discussions.

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Andrey Sizov · @sizov_andre · Apr 17

California is suing Trump

California filed a lawsuit seeking to block President Trump's tariffs.

The lawsuit argues that imposing tariffs is the exclusive prerogative of Congress, and that the International Emergency Economic Powers Act (IEEPA) — the law Trump is relying on — pic.x.com/1aGx2wqUt8

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Andrey Sizov · @sizov_andre · Apr 16

* western (key) half of Kansas x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

SovEcon · @sovecon · Apr 17

On April 16, Algeria’s OAIC purchased 570–600 tmt of wheat of optional origin at $267.5/mt C&F in an international tender, European traders reported. Most of the grain is expected to be sourced from the Black Sea countries.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 17

California is suing Trump

California filed a lawsuit seeking to block President Trump's tariffs.

The lawsuit argues that imposing tariffs is the exclusive prerogative of Congress, and that the International Emergency Economic Powers Act (IEEPA) — the law Trump is relying on — pic.x.com/1aGx2wqUt8

Pro Farmer · @profarmer · Apr 17

Biofuels producer LanzaJet voiced concerns that potential Trump administration tariffs on Brazilian ethanol could significantly increase the cost of domestically produced sustainable avian fuel (SAF).
zurl.co/zIYcb pic.x.com/QPjc9yM7aI

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 16

New SovEcon Russian #wheat crop forecast is out. We raised the crop estimate—but don't get carried away...

"...optimism around the outlook for the Russian crop seems premature to us. In the previous revision, we expected that, under average weather conditions, plants would exit pic.x.com/KmOTwPRhF4

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Andrey Sizov · @sizov_andre · Apr 16

2025 feels a bit boring so far. How about a US-Iran war to spice things up?

Axios: Trump has dispatched negotiators to try to get a deal — and B-2 bombers and aircraft carriers as Plan B.

Officials are divided over which path is more likely to succeed. But they agree: no deal x.com/barakravid/sta…

Andrey Sizov · @sizov_andre · Apr 17

Retweeted...

Andrey Sizov · @sizov_andre · Apr 16

A good piece on China-US #tradewar in FT

"China relies on the US as an almost irreplaceable market for its manufactured goods, but experts warn that Washington should not underestimate Beijing’s capacity to resist Trump’s coercive tactics.

The combination of centralised pic.x.com/YJw0pfzMXK

Pro Farmer · @profarmer · Apr 17

Analysts polled by Urner Barry expect USDA’s Cattle on Feed Report Thursday afternoon to show the April 1 feedlot inventory declined 1.7% from year-ago.

A focal point will be placements, which are expected to have risen 3.7% from year-ago levels, due largely to the small number

Pro Farmer · @profarmer · Apr 16

Farmdoc daily reports that Brazil’s rapid expansion of corn-based ethanol production is transforming the country’s domestic corn market, sharply boosting internal consumption and potentially curbing future exports.

Key Takeaways: zurl.co/sSCDI pic.x.com/nRrA8W6aoD

Pro Farmer · @profarmer · Apr 16

The wheat futures markets today saw short covering and some perceived value buying.
Today’s modest gains were still impressive given the “risk-off” trader/investor mentality in the general marketplace today that saw the U.S. stock indexes sell off sharply.

Andrey Sizov · @sizov_andre · Apr 16

* western (key) half of Kansas x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 16

The topsoil is pretty dry—but overall it looks “not great, not terrible.”

Yellowing leaves = likely signs of moisture stress. Rain is needed soon.

Thoughts?

[Forecasts show next week will be mostly dry again for the eastern (key) half of Kansas.]

#oatt #agwx #wheat x.com/BradyD78/statu…

Pro Farmer · @profarmer · Apr 16

There is some speculation that Brazilian domestic soybean use (largely crush) will be well above what USDA anticipates.
If that is the case, it could shift the world balance sheet from a place of overabundance to historically normal levels, possibly driving additional demand to

Market Talk · @markettalkag · Apr 16

Retweeted...

American Ag Network · @AmericanAgNet · Apr 16

Soybean aphid pressures could be on the rise in 2025 and it's something growers should be prepared for, according to Ron Geis with Corteva Agriscience. americanagnetwork.com/2025/04/16/con…

Market Talk · @markettalkag · Apr 16

Markets were quietly higher in grains with another strong day in cattle and spillover strength in hogs. Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins us to discuss market action this week on today's show. #agnews #commodities #markets

youtu.be/WWcaPs-uKvg

Karen Braun · @kannbwx · Apr 16

🇺🇸🇺🇦Who doesn't love these comparisons?

🌽In recent years, top U.S. #corn grower Iowa has produced more than 2x the corn volume that Ukraine produces, yet the latter remains vital for exports.

Why? Ukraine exports more than 80% of its corn crop while the USA exports about 16%. pic.x.com/RTyQ49tvI3

Karen Braun · @kannbwx · Apr 16

🇺🇸🌽100 years of U.S. #corn planted acres

Largest: 113M (1932)
Smallest: 60.2M (1983)
2025: 95.3M (16th largest; 3rd largest since 1944) pic.x.com/72TgDkYchT

Andrey Sizov · @sizov_andre · Apr 16

The topsoil is pretty dry—but overall it looks “not great, not terrible.”

Yellowing leaves = likely signs of moisture stress. Rain is needed soon.

Thoughts?

[Forecasts show next week will be mostly dry again for the eastern (key) half of Kansas.]

#oatt #agwx #wheat x.com/BradyD78/statu…

Brady · @BradyD78 · Apr 16

Current #wheat conditions in North Central Kansas. Time is quickly running out for this crop. pic.x.com/oJacYOSRfj

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

The Babylon Bee · @TheBabylonBee · Apr 16

Biden Gives Powerful Speech Reminding Nation Why He's No Longer President buff.ly/pARmgK0 pic.x.com/9gcv42WsVe

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Karen Braun · @kannbwx · Apr 16

🇺🇸🌽100 years of U.S. #corn planted acres

Largest: 113M (1932)
Smallest: 60.2M (1983)
2025: 95.3M (16th largest; 3rd largest since 1944) pic.x.com/72TgDkYchT

Pro Farmer · @profarmer · Apr 16

The cattle market bulls put their foot on the gas today and did some perceived value buying. Short covering was also featured today as the bears may have capitulated and exited their shorts after 4 straight sessions of price gains.

Live cattle futures traders this week have

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

浮世雲 · @setogiwanokuni · Apr 16

和訳└｜ ∵ ｜┘

1/3
ブルームバーグ：中国政府の考えに詳しいある人物によると、中国は貿易交渉に同意する前に、トランプ政権にいくつかの手立てを講じてほしいと考えており、その中には、閣僚が（軽蔑的な発言を抑制し）もっと敬意を表すことなども含まれる。 x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Cam · @CryptoNews_eth · Apr 15

Right..? pic.x.com/Wdkt8HJo1Z

Andrey Sizov · @sizov_andre · Apr 16

2025 feels a bit boring so far. How about a US-Iran war to spice things up?

Axios: Trump has dispatched negotiators to try to get a deal — and B-2 bombers and aircraft carriers as Plan B.

Officials are divided over which path is more likely to succeed. But they agree: no deal x.com/barakravid/sta…

Barak Ravid · @BarakRavid · Apr 16

Trump team's Iran divide: Dialogue vs. detonation to end nuclear threat. My story on @axios
axios.com/2025/04/16/tru…

Pro Farmer · @profarmer · Apr 16

Recent cold weather and heavy hailstorms slightly decreased Russia’s wheat production potential to 79.5 MMT, including 54.1 MMT of winter wheat and 25.4 MMT of spring wheat, according to LSEG Commodities Research & Forecast.

Pro Farmer · @profarmer · Apr 16

U.S. rainfall into next week will be greatest from eastern Texas through southeastern Kansas, Arkansas and the heart of Missouri to Indiana and Ohio, according to @worldwx .

Planting delays are expected to continue in saturated areas of the Ohio, Tennessee and Mississippi river

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 16

#CHINA OPEN TO TALKS??

Bloomberg: China wants to see a number of steps from President Donald Trump’s administration before it will agree to trade talks, including showing more respect by reining in disparaging remarks by members of his cabinet, according to a person familiar pic.x.com/JzaFrSBthJ

Josh Linville · @JLinvilleFert · Apr 16

Today's NOLA DAP/corn ratio is the 2nd highest/worst in history. That means phosphate has to drop, right?

Wrong.

Early 2022 saw values several hundred dollars higher than today on the back of $7 - $8 corn.

Today, the supply situation is SIGNIFICANTLY worse.

It can go higher. pic.x.com/TpjxhTzDfp

Pro Farmer · @profarmer · Apr 16

Soybean inspections slowed last week as global importers switch shipments from the U.S. to Brazil.
The accumulated pace still runs above the historical pace needed to hit the current USDA export estimate. pic.x.com/jdMJY9vGJO

Pro Farmer · @profarmer · Apr 16

In Wednesday's First Thing Today report:
• U.S. seeks to isolate China through tariff negotiations
• Trump pledges new support for farmers amid China trade war
• Recent cold spell decreases Russian wheat production potential
• U.S. triggers sugar import pic.x.com/5vBQyeKmE6

Andrey Sizov · @sizov_andre · Apr 16

New SovEcon Russian #wheat crop forecast is out. We raised the crop estimate—but don't get carried away...

"...optimism around the outlook for the Russian crop seems premature to us. In the previous revision, we expected that, under average weather conditions, plants would exit pic.x.com/KmOTwPRhF4

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Rami Mayron · @RamiMayron · Apr 16

#WHEAT $W $WEAT x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

FarmPolicy · @FarmPolicy · Apr 16

1/ #Topsoil moisture — percent short-to-very short — for the week ending April 13.

From the @usda_oce Weekly Weather and Crop Bulletin: bit.ly/3PW36SE pic.x.com/PA3GAfCm4w

Andrey Sizov · @sizov_andre · Apr 16

A good piece on China-US #tradewar in FT

"China relies on the US as an almost irreplaceable market for its manufactured goods, but experts warn that Washington should not underestimate Beijing’s capacity to resist Trump’s coercive tactics.

The combination of centralised pic.x.com/YJw0pfzMXK

Josh Linville · @JLinvilleFert · Apr 16

This article caught my attention this morning.

Yes, 2025 looks to be a leaner year, but financial ruin?

Had me wondering what the angle was...until I clicked the story and saw the title of the reporter:

"Nina Lakhani climate justice reporter"

There it is... x.com/FarmPolicy/sta…

FarmPolicy · @FarmPolicy · Apr 16

#Farmers across the United States say they could face financial ruin – unless there is a huge taxpayer-funded #bailout to compensate for losses generated by Donald Trump’s sweeping cuts and chaotic tariffs.

theguardian.com/us-news/2025/a…

Andrey Sizov · @sizov_andre · Apr 16

#CHINA OPEN TO TALKS??

Bloomberg: China wants to see a number of steps from President Donald Trump’s administration before it will agree to trade talks, including showing more respect by reining in disparaging remarks by members of his cabinet, according to a person familiar pic.x.com/JzaFrSBthJ

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 15

Max risk on, folks 😉 pic.x.com/evptvWJmlw

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 15

Pakistan 🇵🇰 farmers in Punjab are gearing up for province-wide protests.

▪️ Sharp decline in #wheat production (?)
▪️ Collapsing prices due to lack of government procurement
▪️ Punjab is the country’s largest wheat-growing region

brecorder.com/news/40357669/…

#oatt #agwx pic.x.com/Zr0AT69Azy

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 15

Reuters: Global grain merchant Archer-Daniels-Midland (ADM) has begun shutting down domestic trading operations in China and laying off staff within its largest business segment as part of a global cost-cutting push.

#oatt #adm pic.x.com/qBukCK3xxb

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

Andrey Sizov · @sizov_andre · Apr 15

🇷🇺 Russian #wheat exports stuck at just 1.9 MMT/month for the third straight time.

That's a steep drop from:

* 5.0 MMT last year
* 3.5 MMT average

Why so low?

* Domestic supply is tight
* Exporters are losing money
* Buyers aren't rushing in

Full breakdown here: pic.x.com/DnJMtHg7m1

Andrey Sizov · @sizov_andre · Apr 16

Retweeted...

SovEcon · @sovecon · Apr 16

USDA reported exporters sold 110 thousand metric tons (tmt) of corn to Portugal.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Apr 16

Pakistan will offer to buy more soybeans and cotton from the U.S. as it looks to escape Trump’s tariffs, people with knowledge of the situation told Bloomberg.

Pakistan is already the 2nd-largest buyer of U.S. cotton by value after China and mainly sells garments and textiles

Andrey Sizov · @sizov_andre · Apr 16

"China now faces up to a 245% tariff" - WH

GM everyone

#oatt #soybeans #corn #TradeWar2025 pic.x.com/8PZk4YLpTH

Pro Farmer · @profarmer · Apr 16

Farmdoc daily reports that Brazil’s rapid expansion of corn-based ethanol production is transforming the country’s domestic corn market, sharply boosting internal consumption and potentially curbing future exports.
Takeaways: zurl.co/Sukjy pic.x.com/spaZmOwQzL

Pro Farmer · @profarmer · Apr 15

Eye-catching land sales, trends in land values & cash rents, insights into fuel and fertilzer prices and more -- all available in the latest issue of LandOwner.
Free download.

Andrey Sizov · @sizov_andre · Apr 15

Retweeted...

Andrey Sizov · @sizov_andre · Apr 15

Huge sell-off in May Matif #wheat recently.

Feels overdone—especially with massive fund shorts still in play. 👀

Thoughts?

#oatt #sizovreport pic.x.com/IBjokSjOMN

Arlan Suderman · @ArlanFF101 · Apr 15

Retweeted...

StoneX Group Inc. · @StoneX_Official · Apr 15

Are markets at a crossroads as trade talks intensify and crude oil consolidates?

@ArlanFF101, StoneX’s Chief Commodities Economist, breaks down the market’s response to tariff escalations, crude oil’s alignment with equity markets, and what’s ahead for the US planting season. pic.x.com/8WbrGdqJTg

Pro Farmer · @profarmer · Apr 15

The noon report today showed pork cutout value dipped 16¢ to $92.62, with bellies down $6.58.

Movement at midday was good at 190.99 loads.

Josh Linville · @JLinvilleFert · Apr 15

Have China's export restrictions program helped to keep domestic Chinese urea values low vs the rest of the world?

...you could say that... pic.x.com/Rmzw2haj6i

Pro Farmer · @profarmer · Apr 15

There has been no official word from USDA on timing of the $21 billion in ag disaster aid approved by Congress on Dec. 21, 2024, but sources signal May or June, after rulemaking is complete.
While economic aid applications for a separate $10 billion package were opened by pic.x.com/jhTLFkd4kQ

Market Talk · @markettalkag · Apr 15

Grains were quiet with spread action on Tuesday while cattle futures were higher again. Jacob Burks (@jacob1020) from @AgMarket_Net joins us to discuss on today's show. #agnews #markets #commodities #cattle #agriculture

youtube.com/watch?v=Dcb5Hy…

Pro Farmer · @profarmer · Apr 15

USDA rated the winter wheat crop 47% “good” to “excellent” and 19% “poor” to “very poor.”
zurl.co/LsUHr pic.x.com/yDxaxgd1VZ

Andrey Sizov · @sizov_andre · Apr 15

Huge sell-off in May Matif #wheat recently.

Feels overdone—especially with massive fund shorts still in play. 👀

Thoughts?

#oatt #sizovreport pic.x.com/IBjokSjOMN

Arlan Suderman · @ArlanFF101 · Apr 15

Retweeted...

American Ag Network · @AmericanAgNet · Apr 15

Grains markets are mixed to lower with livestock trading their way a bit higher on Tuesday. Overall, there seems to be less volatility in the markets today. Arlan Suderman (@ArlanFF101) from StoneX joins us for @markettalkag Midday Commentary. americanagnetwork.com/2025/04/15/les…

Arlan Suderman · @ArlanFF101 · Apr 15

Good piece on Brazil's rapid expansion of #corn based #ethanol production. #oatt farmdocdaily.illinois.edu/2025/04/ethano…

Josh Linville · @JLinvilleFert · Apr 15

India will fall short of their 1.5M ton urea purchase goal, securing just shy of 900K tons.

However, market thinks they can wait until late May/June for next purchase round. If they wait, could create a very quiet demand period...and fertilizer does not do well with quiet time.

Pro Farmer · @profarmer · Apr 15

National Economic Council Director Kevin Hassett revealed that the U.S. has received “more than 10” substantial trade offers from foreign governments seeking new agreements with Washington.

More in this morning's First Thing Today report: zurl.co/HMaFn pic.x.com/iLCtJ4Qtiw

Arlan Suderman · @ArlanFF101 · Apr 15

Commodities at a Crossroads. See today's video commentary for more. #corn #soybeans #wheat #oatt youtube.com/watch?v=uEY0Be…

Karen Braun · @kannbwx · Apr 15

🇺🇸NOPA U.S. crush, March 2025:
▪️194.551 mln bu of #soybeans
▪️-0.9% YOY
▪️Below average trade guess of 197.602 mln
▪️#Soyoil stocks 1.498 bln lbs
▪️-0.3% from Feb; -19% YOY
▪️10-year March low
▪️First oil stock decline in 6 months
▪️Trade expected 1.617 bln lbs pic.x.com/xveZ4rm1t6

Andrey Sizov · @sizov_andre · Apr 15

Pakistan 🇵🇰 farmers in Punjab are gearing up for province-wide protests.

▪️ Sharp decline in #wheat production (?)
▪️ Collapsing prices due to lack of government procurement
▪️ Punjab is the country’s largest wheat-growing region

brecorder.com/news/40357669/…

#oatt #agwx pic.x.com/Zr0AT69Azy

Andrey Sizov · @sizov_andre · Apr 15

Retweeted...

Lothar Saur · @SLothar96359 · Apr 14

#Weizen experten warnen:"außergewöhnlich warmes Wetter könnte die ertragsaussichten weiter verschlechtern" x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 15

Max risk on, folks 😉 pic.x.com/evptvWJmlw

Pro Farmer · @profarmer · Apr 15

Analysts expect the National Oilseed Processors Association (NOPA) to report its members crushed 197.6 million bu. of soybeans during March, which would be a record for the month.

Andrey Sizov · @sizov_andre · Apr 15

Reuters: Global grain merchant Archer-Daniels-Midland (ADM) has begun shutting down domestic trading operations in China and laying off staff within its largest business segment as part of a global cost-cutting push.

#oatt #adm pic.x.com/qBukCK3xxb

Latest news from (Twitter)