Farmbucks News

Pro Farmer · @profarmer · Feb 7

The Senate Ag Committee hearing on the economic situation for U.S. agriculture highlighted significant concerns about potential tariffs and their impact on the farming sector.

Key topics: zurl.co/Vkz24 pic.x.com/HkqFtlmRv8

Pro Farmer · @profarmer · Feb 7

Cargill has signed an agreement to acquire the remaining 50% stake in Brazil’s SJC Bioenergia, securing full ownership of the sugar and biofuels firm. This move strengthens Cargill’s position in renewable energy.
The deal is pending regulatory approval.

Pro Farmer · @profarmer · Feb 7

South American weather prospects remain quite uncertain regarding safrinha corn plantings as showers and thunderstorms in center-west and center-south crop areas are expected over the next two weeks.

Market Talk · @markettalkag · Feb 6

Tough day in cattle futures on Thursday with grains finding some support. We get price perspective from Tommy Grisafi (@AgBullMedia) from @nesvicktrading while we wrap up time at #CattleCon25. #agnews

youtube.com/watch?v=kauUjF…

Pro Farmer · @profarmer · Feb 6

The U.S. farm sector is poised for a significant increase in net farm income in 2025, primarily driven by an unprecedented rise in government payments, despite a decline in overall farm revenues.
zurl.co/c4n0U pic.x.com/psRNpV0CAf

Karen Braun · @kannbwx · Feb 6

🇺🇸USDA forecast 2025 U.S. net farm income at $180 billion, a 3yr high and up 26% on the year, inflation-adjusted. But when subtracting direct govt payments, NFI is seen at $138B, up 3.6% on the year. The majority of those govt payments stem from the 2025 American Relief Act. pic.x.com/qLPO9BVaCz

Karen Braun · @kannbwx · Feb 6

🇦🇷Conditions for #soybeans in Argentina slid again this week. 17% of the crop is in good condition and 32% is in poor condition. That is the date's second worst ratings of the last four years. Moisture conditions improved to 64% adequate from 58% last week. pic.x.com/4B1m2WrGxB

Andrey Sizov · @sizov_andre · Feb 6

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Andrey Sizov · @sizov_andre · Feb 6

Cold temperatures remain in the forecast for the second half of February in Russia. ❄️

Not enough to damage winter #wheat for now, but definitely worth watching… we’re tracking it closely for you -> sizov.report/?utm_campaign=…

#oatt #agwx #sizovreport pic.x.com/KAXOeFKB0Q

Andrey Sizov · @sizov_andre · Feb 6

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Andrey Sizov · @sizov_andre · Feb 5

pic.x.com/lpz9X1Tff7

Karen Braun · @kannbwx · Feb 6

🇲🇽Mexico has formally dropped restrictions on GMO #corn imports. Previous plans to ban such grain could have significantly reduced U.S. corn exports if enacted. pic.x.com/UJReMzs9jW

Andrey Sizov · @sizov_andre · Feb 6

🇪🇸 Spain’s 2024 GDP growth: 3.1% (among the highest in the EU)
🇪🇺 EU average: 1.1%

Spanish government: Let’s fix that. Ministers just approved cutting the legal workweek to 37.5 hours—without a pay cut.

Labour Minister Diaz: “This proposal is about living better, working less,… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 6

The live and feeder cattle futures markets saw more heavy profit-taking pressure and weak long liquidation from the speculators today as the near-term chart postures for both have significantly deteriorated this week.

Cash cattle and fresh beef fundamentals are also eroding a… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Feb 6

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Eduardo Vanin · @EduardoVanin4 · Feb 6

Talking to producers today, they reported a good day of harvesting, with very high humidity and excellent yields (overall above 70 sc/ha in Mato Grosso and Goiás — 62.5 b/a). From tomorrow until next Wednesday, the pattern will be firm weather during the day and rain at night. pic.x.com/6LY8N3C3Qh

Andrey Sizov · @sizov_andre · Feb 6

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Jeff French · @aghedger · Feb 6

Wheat 3-month high

Rallying on leaked Ukrainian peace deal.....that's confusing

Josh Linville · @JLinvilleFert · Feb 6

Couple days ago saw NOLA urea over $400 for the 1st time since Sept '23.

Today saw NOLA DAP over $600 for the first time since last spring.

Global supply tightness + rising domestic demand + shrinking calendar...all the pieces of a bull market.

Pro Farmer · @profarmer · Feb 6

The Senate Commerce, Science, and Transportation Committee advanced Howard Lutnick’s nomination to lead the Commerce Department in a 16-12 vote.

If confirmed as expected, Lutnick’s leadership could mark a significant shift in U.S. trade policy, particularly with China and the… x.com/i/web/status/1… pic.x.com/KnXnSbYu2J

Pro Farmer · @profarmer · Feb 6

In central and northern areas of Argentina, excessively hot, mostly dry and stressful conditions for crops will occur through next Tuesday, with permanent reductions in yield possible.

Andrey Sizov · @sizov_andre · Feb 6

"Nobody Ever Robs Farms"
[Not anymore]

#eggs #tarantino pic.x.com/OR4FgQcFG3

Pro Farmer · @profarmer · Feb 6

Corn sales during the week ended Jan. 30 totaled 1.48 MMT, rising 9% from the previous week and 32% from the four-week average.

Details & comments: zurl.co/tN4dF pic.x.com/sO64AX8f7B

Karen Braun · @kannbwx · Feb 6

🇺🇸U.S. corn export sales last week were at the high end of expectations with all the usual suspects on the destination list (Mexico, Japan, etc). Soybean sales were near the low end of expectations with mild Chinese purchases. Soymeal sales were a marketing year high. pic.x.com/pqeCaVin5r

Andrey Sizov · @sizov_andre · Feb 6

Russian domestic #wheat prices are rising

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

#oatt #russia #sizovreport pic.x.com/pt1JqJJE73

Andrey Sizov · @sizov_andre · Feb 6

Cold temperatures remain in the forecast for the second half of February in Russia. ❄️

Not enough to damage winter #wheat for now, but definitely worth watching… we’re tracking it closely for you -> sizov.report/?utm_campaign=…

#oatt #agwx #sizovreport pic.x.com/ackKrHMOh2

Pro Farmer · @profarmer · Feb 6

Mexico has rolled back restrictions on glyphosate and genetically modified (GM) corn after a ruling by a U.S.-Mexico-Canada Agreement (USMCA) dispute panel, marking a shift in its agricultural policy.

More details in this morning's First Thing Today report:… x.com/i/web/status/1… pic.x.com/dHNqgFTIhG

Andrey Sizov · @sizov_andre · Feb 6

Cold temperatures remain in the forecast for the second half of February in Russia. ❄️

Not enough to damage winter #wheat for now, but definitely worth watching… we’re tracking it closely for you -> sizov.report/?utm_campaign=…

#oatt #agwx #sizovreport pic.x.com/KAXOeFKB0Q

Andrey Sizov · @sizov_andre · Feb 6

Reuters - In #wheat, recent strength in #corn along with slowing Russian exports and mixed conditions for northern hemisphere crops have helped prices rally since last month.

“It feels that the market is changing from ‘all news is bearish’ to something more bullish,” Andrey… x.com/i/web/status/1… pic.x.com/2UK083RYOc

Andrey Sizov · @sizov_andre · Feb 6

Ukrainian debt market optimism is surging—2034 bonds just hit an all-time high following reports that Trump’s Ukraine envoy may present a peace plan soon.

#wheat #corn #oatt #Ukraine #blacksea #sizovreport pic.x.com/FntjNKbmXG

Andrey Sizov · @sizov_andre · Feb 6

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Andrey Sizov · @sizov_andre · Feb 6

Everything you need to know today if you trade #wheat:

• Tariff wars escalate
• Ukraine negotiations in focus
• Funds ramp up short-covering
• Major Matif sell-off

Get the full picture in our mid-week market note.

Free trial: sizov.report/reports/25366/…

#oatt #ukraine… x.com/i/web/status/1… pic.x.com/HhLTFA6KvJ

Andrey Sizov · @sizov_andre · Feb 6

Moisture reserves in Ukraine are substantially below average

#agwx #oatt x.com/sovecon/status…

SovEcon · @sovecon · Feb 6

The productive moisture reserves under Ukrainian winter wheat crops in the topsoil are 65-78% of the multi-year average, according to the National Academy of Agricultural Sciences of Ukraine.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Feb 6

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Andrey Sizov · @sizov_andre · Feb 6

And Trump-Xi call scheduled for Feb 4 was postponed / cancelled…

I think Beijing is prepared well for this game

#oatt #soybeans #TradeWar x.com/phdchicago/sta…

Andrey Sizov · @sizov_andre · Feb 6

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Andrey Sizov · @sizov_andre · Feb 5

Only two weeks left! ⌛️

🌐 #ICEDubai2025 is on Feb 19–20 at Armani Hotel & Jumeirah Emirates Towers, uniting industry leaders to explore Ag commodities, biofuels, and carbon credits.

Don’t miss panels, workshops, and networking.

Book now: ice-dubai.org/tickets/

#oatt pic.x.com/GLif7R28Pq

Pro Farmer · @profarmer · Feb 6

U.S. ag exports totaled $16.15 billion in December against imports of $18.27 billion, resulting in a monthly deficit of $2.12 billion.

This marked the 14th month of the past 15 in which agricultural trade posted a deficit.

Pro Farmer · @profarmer · Feb 6

Peter Navarro, President Trump’s senior trade adviser, has characterized the administration’s new 10% tariff on Chinese imports as part of a “drug war” rather than a trade dispute.
zurl.co/SElL8 pic.x.com/MdDPveBTJ6

Josh Linville · @JLinvilleFert · Feb 6

Come see me!! You'll laugh. You'll cry.

You will spend more time crying but I'm getting ahead of myself!!! x.com/StoneX_Officia…

StoneX Group Inc. · @StoneX_Official · Feb 5

Looking for insights on the fertilizer markets?

@JLinvilleFert's session at the Farm Journal’s Top Producer Summit will explore a “Global Fertilizer Market Overview: What It Means at Your Farm Gate,” Kansas City, February 19 from 3:15-4:00 p.m.

Register using code… x.com/i/web/status/1… pic.x.com/Sr61FwKddM

Pro Farmer · @profarmer · Feb 6

Tomorrow morning, USDA will release its weekly Export Sales Report, with traders expecting net corn sales to have ranged from 850,000 MT to 1.5 MMT during the week ended Jan. 30.
Last week, net sales of 1.36 MMT were reported for the previous week.

Andrey Sizov · @sizov_andre · Feb 6

Everything you need to know today if you trade #wheat:

• Tariff wars escalate
• Ukraine negotiations in focus
• Funds ramp up short-covering
• Major Matif sell-off

Get the full picture in our mid-week market note.

Free trial: sizov.report/reports/25366/…

#oatt #ukraine… x.com/i/web/status/1… pic.x.com/HhLTFA6KvJ

Andrey Sizov · @sizov_andre · Feb 6

And Trump-Xi call scheduled for Feb 4 was postponed / cancelled…

I think Beijing is prepared well for this game

#oatt #soybeans #TradeWar x.com/phdchicago/sta…

Pedro H Dejneka · @PHDChicago · Feb 5

At this point only an unexpectedly fast "trade deal" with 🇨🇳 could spark life back into 🇺🇸 soybean exports

Possible? sure
Probable? Don't believe so

Trade negotiations aside, the window for MAJOR 🇺🇸 bean exports is over for 24/25 & the threat of potential cancelations is REAL pic.x.com/CHgqXLYhy3

Pro Farmer · @profarmer · Feb 5

The soybean bulls have the overall near-term technical advantage. Prices are in a six-week-old uptrend on the daily bar chart.
The next near-term upside technical objective for the soybean bulls is closing March prices above solid resistance at $11.00.

Andrey Sizov · @sizov_andre · Feb 5

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Andrey Sizov · @sizov_andre · Feb 5

Aged well...ZW/ZC front month spread rallied ~50% in less than three weeks

#sizovreport #oatt pic.x.com/hX0sQNyLAF x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Feb 5

People tend to overestimate USAID’s impact on Ukraine’s total crop production.

USAID July 2024 press release:
“Seeds distributed through AGRI-Ukraine [USAID project] are expected to catalyze an additional 430K tons of #corn and #sunflower" [in 2022-24].

Perspective:
Total… x.com/i/web/status/1… pic.x.com/XBxIPqaWiU

Andrey Sizov · @sizov_andre · Feb 5

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Andrey Sizov · @sizov_andre · Feb 5

Russian domestic #wheat prices are finally starting to reflect S&D tightness… 📈

We’ve been banging the drum on this for our clients—yes, even before the current rally. 🔥

Stay ahead of the market: Free trial 👉 sizov.report/?utm_campaign=…

#oatt #sizovreport #grains #blacksea pic.x.com/KwQc8j17cu

Pro Farmer · @profarmer · Feb 5

Cattle fundamentals remain very supportive, although this week’s early futures weakness suggesting traders are anticipating the long-awaited bearish setback in cash and wholesale prices.

Bears are probably looking for big downside losses, while bulls are surely unconvinced on… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Feb 5

pic.x.com/lpz9X1Tff7

Pro Farmer · @profarmer · Feb 5

The cotton futures market bulls petered out today after early-week gains. Lower grain futures prices and weaker crude oil prices today were bearish outside-market elements for cotton.

The next big event for cotton market traders is the National Cotton Council meeting Feb. 14-16,… x.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Feb 5

For the 1st time since September 2023, NOLA urea values have traded back above $400.

Problem is, I do not think it is done. Still a very tight global S&D and India should be back with another tender that will reveal it further.

Josh Linville · @JLinvilleFert · Feb 5

If you are on my farmer fertilizer newsletter, you might have noticed that the sound cuts in and out for the videos.

We are working on the system and hoping to have it resolved sooner than later. As soon as it is, I plan to rerecord and send out new links.

Sorry.

Karen Braun · @kannbwx · Feb 5

🇺🇸U.S. agricultural & related exports by value in 2024 ticked up slightly from 2023 but were down 10% from 2022's record. Values were mostly up among the top products, listed below. However, #soybeans, #soymeal & #wheat brought in less $$ vs 2023 despite higher volumes for all 3. pic.x.com/OPPL8b7ayo

Karen Braun · @kannbwx · Feb 5

🇨🇳China has reportedly delayed or redirected imports of up to 600,000 tonnes of #wheat, mostly from Australia, as domestic supplies are ample.
reuters.com/markets/commod…

Pro Farmer · @profarmer · Feb 5

India’s latest budget introduces broad-based reductions in import tariffs, marking a strategic pivot toward a more open trade policy.
zurl.co/uel9f pic.x.com/hIPQq8nvCn

Karen Braun · @kannbwx · Feb 5

🇺🇸USA exported nearly 127,000 tonnes of #soyoil in December, a 9-year high for the month and the highest volume for any month since January 2022.

These were the top December destinations: India 27%, Algeria 25%, Colombia 14%, Mexico 13%. pic.x.com/JY8fpHsllE

Pro Farmer · @profarmer · Feb 5

Ethanol production averaged 1.112 million bpd during the week ended Jan. 31, up 97,000 bpd (9.6%) from the previous week & 79,000 bpd (7.6%) above the same week last year. Ethanol stocks increased 690,000 barrels to 26.412 million barrels.

That was the 3rd largest weekly… x.com/i/web/status/1…

Karen Braun · @kannbwx · Feb 5

🇺🇸Among major U.S. bulk commodity exports in 2024, cotton was the only loser when compared with 2023 by volume. Related, the 2023/24 U.S. cotton harvest was the smallest in 37 years.

2024 vs 2023 exports:
#Corn +37%
#Soybeans +8%
#Wheat +22%
#Sorghum +23%
#Rice +39%
#Cotton -10%

Pro Farmer · @profarmer · Feb 5

Ukraine is experiencing the lowest soil moisture levels of the last 7 seasons, raising concerns about yields in 2025, the Ukrainian national agricultural academy said.

Karen Braun · @kannbwx · Feb 5

🇺🇸USA exported 7.96 million tonnes (293 million bushels) of #soybeans in December, up 68% on the year and up 8% from the month's 5yr average. The top two destinations were China (52%) and Mexico (8%).

So far, 2024/25 exports are actually ahead of pace compared with expectations. pic.x.com/PpJE5kZI1v

Karen Braun · @kannbwx · Feb 5

🇺🇸U.S. corn-based #ethanol exports hit 2.55B liters (674M gallons) between Sep-Dec 2024, some 23% above the period's prior record set in 2011.

These were the top Sep-Dec destinations: Canada 35%, United Kingdom 11%, Netherlands 11%, India 10%, Colombia 7%. pic.x.com/RB6ZXbf445

Andrey Sizov · @sizov_andre · Feb 5

No Feb 4 Xi-Trump call… now it’s “Trump in no hurry to talk to Xi amid new tariff war.”

I suspect Xi isn’t rushing either—Beijing has (probably) been preparing for this for a long time.

#soybeans #corn #oatt #tradewars #tradewarsaregoodandeasytowin pic.x.com/Iu9bMFS2J2

Karen Braun · @kannbwx · Feb 5

🇺🇸USA exported 5.45 million tonnes (214 million bushels) of #corn in December, a 35-year high for the month and up 33% from the five-year average. Some 34% of the Dec shipments went to Mexico and 21% went to Japan. pic.x.com/pvMOFNNupV

Andrey Sizov · @sizov_andre · Feb 5

Only two weeks left! ⌛️

🌐 #ICEDubai2025 is on Feb 19–20 at Armani Hotel & Jumeirah Emirates Towers, uniting industry leaders to explore Ag commodities, biofuels, and carbon credits.

Don’t miss panels, workshops, and networking.

Book now: ice-dubai.org/tickets/

#oatt pic.x.com/GLif7R28Pq

Karen Braun · @kannbwx · Feb 5

USDA confirms the sale of 330,000 tonnes of U.S. #corn for delivery to Mexico in 2025/26.

Andrey Sizov · @sizov_andre · Feb 5

Private exporters reported sales of 330,000 metric tons of #corn received in the reporting period for delivery to Mexico during the 2025/2026 marketing year.

#oatt pic.x.com/I8yIIVAqq5

Pro Farmer · @profarmer · Feb 5

Included in this morning's Policy Update report:
1. China’s retaliatory tariffs significantly smaller in scale vs broad U.S. tariffs on Chinese goods
2. Trump suggests U.S. takeover of Gaza, upending longstanding policy
3. USAID shakeup impacts ag industry and… x.com/i/web/status/1… pic.x.com/8zhhbRihrA

Andrey Sizov · @sizov_andre · Feb 5

Aged well...ZW/ZC front month spread rallied ~50% in less than three weeks

#sizovreport #oatt pic.x.com/hX0sQNyLAF x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Jan 16

Is the #wheat-#corn (ZW/ZC) spread trying to consolidate around 60 cents? 🤔

Something seems too cheap, and/or something is too expensive…

#oatt #sizovreport pic.x.com/6r3lhFcfYC

Andrey Sizov · @sizov_andre · Feb 5

Reuters - China has delayed imports of up to 600,000 metric tons of mostly Australian #wheat and offered some of these cargoes to other buyers as ample domestic supplies reduce demand in the world's top buyer of the grain, two trade sources with direct knowledge of the matter… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Feb 5

Reuters - China has delayed imports of up to 600,000 metric tons of mostly Australian #wheat and offered some of these cargoes to other buyers as ample domestic supplies reduce demand in the world's top buyer of the grain, two trade sources with direct knowledge of the matter… x.com/i/web/status/1… pic.x.com/XRl8EnKWju

Pro Farmer · @profarmer · Feb 5

China has delayed imports of up to 600,000 MT of mostly Australian wheat and offered some of these cargoes to other buyers as ample domestic supplies reduce demand, two trade sources with direct knowledge of the matter told Reuters.

Andrey Sizov · @sizov_andre · Feb 5

Russian domestic #wheat prices are finally starting to reflect S&D tightness… 📈

We’ve been banging the drum on this for our clients—yes, even before the current rally. 🔥

Stay ahead of the market: Free trial 👉 sizov.report/?utm_campaign=…

#oatt #sizovreport #grains #blacksea pic.x.com/KwQc8j17cu

Andrey Sizov · @sizov_andre · Feb 5

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SovEcon · @sovecon · Feb 5

The U.S. Department of Agriculture reported the sale of 132,000 metric tons of corn to South Korea.

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

Pro Farmer · @profarmer · Feb 5

According to the January edition of the Logistical Bulletin from Conab, Brazil imported a record 44.3 MMT of fertilizers during 2024, which represented an 8.3% increase compared to 2023.
zurl.co/J7rim pic.x.com/13Ql307NiM

Andrey Sizov · @sizov_andre · Feb 5

Caption this x.com/ottoscholl/sta…

Ben Scholl · @ottoscholl · Feb 5

The look of a chief of staff when a President makes up a new Middle East policy on the spot like taking over Gaza. pic.x.com/WEbLnrw1Mi

Pro Farmer · @profarmer · Feb 5

OPEC+ confirmed it will proceed with its planned gradual oil output increase starting in April, rejecting a request from President Donald Trump to boost production and lower prices.

Pro Farmer · @profarmer · Feb 5

The European Union sees a potential path to negotiating with the Trump administration to avoid a transatlantic tariff fight, Bloomberg reports, citing a person familiar with the bloc’s thinking.
zurl.co/nBvnt pic.x.com/BO5svv0qi1

Pro Farmer · @profarmer · Feb 4

Farmers retained their post-election optimistic outlook at the start of the new year as the January Purdue University/CME Group Ag Economy Barometer Index rose 5 points to a reading of 141.

Details: zurl.co/TmbJh pic.x.com/VGHluXu6rE

Pro Farmer · @profarmer · Feb 4

Winter wheat futures surged to fresh for-the-move highs today as bulls add further credence to the claim that a low is in place.
Prices overcame key 100-day moving average resistance today, a level that had capped strength over the past week.

Andrey Sizov · @sizov_andre · Feb 4

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Andrey Sizov · @sizov_andre · Feb 4

📉 The market: Russia has endless #wheat stocks to sell at rock-bottom prices.
📊 Reality: Russian exports are declining this season and are very likely to drop further in 25/26.

Check SovEcon’s latest trade & S&D report for the full picture: sizov.report/reports/25281/…

#oatt… x.com/i/web/status/1… pic.x.com/IBckzNZT2x

Andrey Sizov · @sizov_andre · Feb 4

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Andrey Sizov · @sizov_andre · Feb 4

China put export controls on tungsten and other niche metals used in the electronics, aviation and defense industries as it retaliated in a targeted way to US tariffs.

As well as tungsten — which is known for its remarkable density and high melting point and is most commonly… x.com/i/web/status/1… pic.x.com/PLkcksBNf3

Andrey Sizov · @sizov_andre · Feb 4

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Andrey Sizov · @sizov_andre · Feb 4

#Soybeans don’t seem too bothered by #China’s tariffs… is the market betting they’ll be lifted in 24 hours too? 🤔 Not so sure…

#oatt #tradewars #grains pic.x.com/JybwQmH2EI

Andrey Sizov · @sizov_andre · Feb 4

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Angie Setzer · @GoddessofGrain · Feb 3

he needs to calm down on all the tariff threats or there won't be any countries left to fight with by summer

Pro Farmer · @profarmer · Feb 4

Soymeal futures led the soy complex higher, with a plummeting U.S. dollar and lingering weather concerns in Argentina; a well-renowned meal exporter.

The marketplace is seemingly more at ease with trade rhetoric with China, in the wake of the country’s more cautious response… x.com/i/web/status/1…

Karen Braun · @kannbwx · Feb 4

Feb. 4: CBOT March #soybeans climbed nearly 17 cents to $10.75 per bushel, topping at $10.77-1/4 during the session. Both of those are four-month highs for the March contract, and they are the highest since late July on a most-active basis. Tariff fears eased and Argy is dry. pic.x.com/mUSBSYQsNW

Pro Farmer · @profarmer · Feb 4

The latest CME lean hog index is up another 29¢ to $83.77 as of Feb. 3. The index has risen $3.34 from the seasonal low on Jan. 9.
Wednesday’s cash hog quote is projected 31¢ higher at $84.08.

Pro Farmer · @profarmer · Feb 4

Last week’s cash cattle average was up another 38¢ to a record $209.57, marking the 5th straight week cash prices notched a record.

Andrey Sizov · @sizov_andre · Feb 4

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Pedro H Dejneka · @PHDChicago · Feb 4

Fact Check: Soybean Harvest - BRAZIL

- talking up "harvest delays" for 🇧🇷 in early Feb is as useless as talking up "planting delays" in Sep/early Oct

- ~ 60% of 🇧🇷 soy harvested Feb 10 - April 10

- Machinery "arsenal" allows for incredibly fast harvest pace in tight windows🤙 pic.x.com/yrSRs66vnq

Karen Braun · @kannbwx · Feb 4

🇧🇷Second #corn planting in Brazil's No. 2 producing state of Parana has progressed to 28% from 9% last week. That is well above average though just behind last year's 29%. pic.x.com/c5T6sjcwaQ

Market Talk · @markettalkag · Feb 4

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Scott Irwin · @ScottIrwinUI · Feb 3

1. With all the attention on tariffs, it is easy to lose sight of other important Trump 2.0 policy changes for ag. Here is a Transportation Dept memo authorizing a review of CAFE standards for the US. Notice the language "reccision or replacement." I obviously don't know… x.com/i/web/status/1… pic.x.com/fCn6GjgHJR

Pro Farmer · @profarmer · Feb 4

China announced strong retaliatory measures against the U.S., imposing punitive tariffs of 10-15% on American products starting Feb. 10. This follows President Trump’s decision to levy 10% additional tariffs on Chinese goods, citing fentanyl controls.
zurl.co/4BbzU pic.x.com/ffki9ppkdA

Pro Farmer · @profarmer · Feb 4

USDA reported daily export sales of 132,000 MT of corn for delivery to South Korea during the 2024-25 marketing year.

Andrey Sizov · @sizov_andre · Feb 4

📉 The market: Russia has endless #wheat stocks to sell at rock-bottom prices.
📊 Reality: Russian exports are declining this season and are very likely to drop further in 25/26.

Check SovEcon’s latest trade & S&D report for the full picture: sizov.report/reports/25281/…

#oatt… x.com/i/web/status/1… pic.x.com/IBckzNZT2x

Andrey Sizov · @sizov_andre · Feb 4

China put export controls on tungsten and other niche metals used in the electronics, aviation and defense industries as it retaliated in a targeted way to US tariffs.

As well as tungsten — which is known for its remarkable density and high melting point and is most commonly… x.com/i/web/status/1… pic.x.com/PLkcksBNf3

Pro Farmer · @profarmer · Feb 4

Black Sea consultancy SovEcon raised its 2025-26 Russian wheat export forecast by 1.9 MMT to 38.3 MMT.
However, that would still be down 4.5 MMT from the forecast for the current marketing year.

Andrey Sizov · @sizov_andre · Feb 4

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Sal the Agorist · @SallyMayweather · Feb 4

pic.x.com/pglgZO7pDE

Karen Braun · @kannbwx · Feb 4

USDA confirms the sale of 132,000 tons of U.S. #corn for delivery to South Korea in 2024/25.

Andrey Sizov · @sizov_andre · Feb 4

#Soybeans don’t seem too bothered by #China’s tariffs… is the market betting they’ll be lifted in 24 hours too? 🤔 Not so sure…

#oatt #tradewars #grains pic.x.com/JybwQmH2EI

Pro Farmer · @profarmer · Feb 4

State-level winter wheat condition ratings showed modest deterioration in the HRW crop during January, despite an improvement in top producer Kansas.

State-by-state ratings: zurl.co/j8wpe pic.x.com/XqQiy30nUl

Andrey Sizov · @sizov_andre · Feb 4

#soybeans #corn #oatt #china #tradewars pic.x.com/SdtDk6vfU7

Andrey Sizov · @sizov_andre · Feb 4

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SovEcon · @sovecon · Feb 4

From February 1 to 3, Ukraine exported 76,000 metric tons of grain, compared to 313,000 metric tons during the same period last year, according to data from the Ministry of Agrarian Policy.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Feb 4

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SovEcon · @sovecon · Feb 3

🧐🧐🧐 x.com/sizov_andre/st…

Pro Farmer · @profarmer · Feb 4

India’s tariff policy shift reflects a calculated effort to strengthen its global trade position while maintaining selective protections for key industries.
zurl.co/hb58Y pic.x.com/htI8laWr1E

Pro Farmer · @profarmer · Feb 4

Corn-for-ethanol use totaled 473.2 million bu. in December, up 1.6 million bu. (0.3%) from November but 11.0 million bu. (2.3%) below year-ago and 6.8 million bu. less than analysts expected.

Karen Braun · @kannbwx · Feb 4

🇦🇷#Argentina's grain belt experienced the warmest January in 21 years with rainfall at a 12-year low, some 48% below normal. Only one of six major weather model runs on Monday hinted at possible relieving rains within the next two weeks. pic.x.com/q7c7Z2NPSv

Josh Linville · @JLinvilleFert · Feb 4

Fertilizer world can calm down.

Both Canadian and Mexica tariffs have been postponed for a month.

Please return to your regularly scheduled panic. pic.x.com/KZoYtsoOji

Pro Farmer · @profarmer · Feb 3

ICYMI -
The noon report today showed wholesale boxed beef values rose, with Choice up $3.55 to $331.23, while Select rose $3.74 to $320.91.

Movement at midday was light at 40 loads. The Choice-Select spread is currently $10.42.

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