Latest news from (Twitter)
Market Talk
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@markettalkag
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Mar 28
Retweeted...
Karen Braun
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@kannbwx
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Mar 27
🇺🇸Trade estimates for U.S. #cotton and small grains plantings. Cotton acres are seen up 6.6% from last year, but this would be the second lowest cotton area since 2016. Analysts see farmers easing #sorghum acres from last year, though area would still be above the 5yr average. pic.twitter.com/klD2oDMKEe
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
"Norman Borlaug devoted his years to ensuring that humankind need never lack for bread. He did so not by establishing sweeping social-welfare programs to hand out loaves but by working tirelessly to develop better strains of #wheat, then teaching farmers to grow it.
The father… twitter.com/i/web/status/1… pic.twitter.com/JSdWetckFs
The father… twitter.com/i/web/status/1… pic.twitter.com/JSdWetckFs
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
Sad news. Daniel Kahneman died.
"Thinking, Fast and Slow" is highly recommended if you are a trader or a farmer selling your crops... pic.twitter.com/CGUtH2m406
"Thinking, Fast and Slow" is highly recommended if you are a trader or a farmer selling your crops... pic.twitter.com/CGUtH2m406
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
The #wheat chart doesn't look friendly, indicating that there is a chance to revisit ~5.3. We are still below 20DMA, and we got a new downtrend line.
Today's strength, despite the #corn weakness, is a bit encouraging, and Matif is trying its best to stay above 200 EUR...
#oatt… twitter.com/i/web/status/1… pic.twitter.com/pdJDujxzMp
Today's strength, despite the #corn weakness, is a bit encouraging, and Matif is trying its best to stay above 200 EUR...
#oatt… twitter.com/i/web/status/1… pic.twitter.com/pdJDujxzMp
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
OK. Everything makes sense now...
🙈🙈🙈
---
Reuters (March 27): Chicago #wheat futures fell towards 3-1/2-year lows on Wednesday as traders dismissed concerns that exports from top supplier Russia would be disrupted and focused instead on a plentiful supply outlook.
...
Reuters… twitter.com/i/web/status/1…
🙈🙈🙈
---
Reuters (March 27): Chicago #wheat futures fell towards 3-1/2-year lows on Wednesday as traders dismissed concerns that exports from top supplier Russia would be disrupted and focused instead on a plentiful supply outlook.
...
Reuters… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
A few more dry weeks in the Russian South could become a big problem for the new #wheat crop
SovEcon: Russia's wheat crop forecast has increased, but weather risks for the crop are growing
More: blog.sizov.report/sovecon-wheat-…
#oatt #agwx pic.twitter.com/74I8c6kbK3
SovEcon: Russia's wheat crop forecast has increased, but weather risks for the crop are growing
More: blog.sizov.report/sovecon-wheat-…
#oatt #agwx pic.twitter.com/74I8c6kbK3
Andrey Sizov
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@sizov_andre
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Mar 28
French #corn growers do not approve
(And Macron will need more punching bags photos to offset this) x.com/ianbremmer/sta…
(And Macron will need more punching bags photos to offset this) x.com/ianbremmer/sta…
ian bremmer
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@ianbremmer
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Mar 27
i see a new macron/lula family christmas card dropping pic.twitter.com/zzJjFPtUxC
Andrey Sizov
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@sizov_andre
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Mar 27
I got you a good candidate.
You are welcome.
You are welcome.
Market Talk
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@markettalkag
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Mar 27
Arlan Suderman (@ArlanFF101) from @StoneX_Official joined us in our Midday Commentary to discuss the grain, livestock and outside market trade as we near the end of the month, end of the quarter and the USDA reports on Thursday. #AgTwitter #OATT
open.spotify.com/episode/5S7fJJ…
open.spotify.com/episode/5S7fJJ…
Market Talk
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@markettalkag
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Mar 27
On today's full program, Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics joined us to discuss monthly charts for grains and livestock and the overall big picture heading into the end of the month, quarter and USDA Report Day. #AgTwitter #OATT
youtube.com/watch?v=jDULOG…
youtube.com/watch?v=jDULOG…
Karen Braun
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@kannbwx
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Mar 27
Karen Braun
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@kannbwx
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Mar 27
March 27: New-crop CBOT #corn futures tumble for a second straight session, falling a total of 2.6% in the move. That's Dec corn's largest 2-day drop since mid-Feb. Feels like the market is concerned there could be bearish U.S. corn data from USDA on Thursday.
Arlan Suderman
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@ArlanFF101
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Mar 27
Karen Braun
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@kannbwx
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Mar 27
Andrey Sizov
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@sizov_andre
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Mar 27
"Norman Borlaug devoted his years to ensuring that humankind need never lack for bread. He did so not by establishing sweeping social-welfare programs to hand out loaves but by working tirelessly to develop better strains of #wheat, then teaching farmers to grow it.
The father… twitter.com/i/web/status/1…
The father… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Mar 27
"Norman Borlaug devoted his years to ensuring that humankind need never lack for bread. He did so not by establishing sweeping social-welfare programs to hand out loaves but by working tirelessly to develop better strains of #wheat, then teaching farmers to grow it.
The father… twitter.com/i/web/status/1…
The father… twitter.com/i/web/status/1…
Karen Braun
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@kannbwx
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Mar 27
🌽CBOT #corn futures have not reacted poorly to the March stocks & acres report since 2019. March 1 corn stocks are on a 4-year streak of coming in lighter than expectations, and that followed 5 years of heavier stocks. Trade bias is mixed on acreage, but misses have been large.
Andrey Sizov
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@sizov_andre
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Mar 27
Sad news. Daniel Kahneman died.
"Thinking, Fast and Slow" is highly recommended if you are a trader or a farmer selling your crops...
"Thinking, Fast and Slow" is highly recommended if you are a trader or a farmer selling your crops...
Andrey Sizov
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@sizov_andre
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Mar 27
Oof...who needs games when you can trade 24/7 thanks to #Neurolink?
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
Jeff Peterson
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@jeffpeterson01
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Mar 27
May KC #Wheat Chart
➡️Wheat has pulled back not as much as the corn market but still a pull back
#oatt pic.twitter.com/3slP7RZrOl
➡️Wheat has pulled back not as much as the corn market but still a pull back
#oatt pic.twitter.com/3slP7RZrOl
Andrey Sizov
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@sizov_andre
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Mar 27
Love stories like that. Fun and inaccurate:
"When United Airlines refused to pay for his broken guitar, Dave Carroll released a complaint diss track. This resulted in the Airline's stock to go down 10%"
...
Wiki: "UAL opened at $3.31 on July 6, 2009, and dipped to an intra-day… twitter.com/i/web/status/1… x.com/historyinmemes…
"When United Airlines refused to pay for his broken guitar, Dave Carroll released a complaint diss track. This resulted in the Airline's stock to go down 10%"
...
Wiki: "UAL opened at $3.31 on July 6, 2009, and dipped to an intra-day… twitter.com/i/web/status/1… x.com/historyinmemes…
Historic Vids
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@historyinmemes
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Mar 26
When United Airlines refused to pay for his broken guitar, Dave Carroll released a complaint diss track. This resulted in the Airline's stock to go down 10%, about 180 Million, and the incident is a Harvard case study. pic.twitter.com/QEAiBTX6ph
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
SovEcon
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@sovecon
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Mar 27
Since the start of the season, soft wheat exports from the EU have reached 22.8 MMT, down from 23.2 MMT in 2022/23, as reported by the European Commission on March 23rd. Barley exports are estimated at 4.2 MMT, down from 4.8 MMT.
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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Mar 27
Retweeted...
Pro Farmer
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@profarmer
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Mar 26
SovEcon raised its Russian wheat crop forecast by 400,000 MT to 94 MMT, which would be up 1.2 MMT from last year’s production.
Josh Linville
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@JLinvilleFert
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Mar 27
Day two skiing update: skiing is hard. Walking the morning after your first day of skiing is hardererer...
Karen Braun
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@kannbwx
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Mar 27
🇺🇸U.S. corn-based #ethanol output reached 1.05M bpd last week, the second consecutive week of above average output. Ethanol stocks edged upward last week but are within range of the prior two years. Implied US gasoline demand is seasonally rising and a bit better than a year ago.
Andrey Sizov
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@sizov_andre
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Mar 27
A few more dry weeks in the Russian South could become a big problem for the new #wheat crop
SovEcon: Russia's wheat crop forecast has increased, but weather risks for the crop are growing
More: blog.sizov.report/sovecon-wheat-…
#oatt #agwx
SovEcon: Russia's wheat crop forecast has increased, but weather risks for the crop are growing
More: blog.sizov.report/sovecon-wheat-…
#oatt #agwx
Andrey Sizov
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@sizov_andre
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Mar 27
OK. Everything makes sense now...
🙈🙈🙈
---
Reuters (March 27): Chicago #wheat futures fell towards 3-1/2-year lows on Wednesday as traders dismissed concerns that exports from top supplier Russia would be disrupted and focused instead on a plentiful supply outlook.
...
Reuters… twitter.com/i/web/status/1…
🙈🙈🙈
---
Reuters (March 27): Chicago #wheat futures fell towards 3-1/2-year lows on Wednesday as traders dismissed concerns that exports from top supplier Russia would be disrupted and focused instead on a plentiful supply outlook.
...
Reuters… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Mar 27
The #wheat chart doesn't look friendly, indicating that there is a chance to revisit ~5.3. We are still below 20DMA, and we got a new downtrend line.
Today's strength, despite the #corn weakness, is a bit encouraging, and Matif is trying its best to stay above 200 EUR...
#oatt… twitter.com/i/web/status/1…
Today's strength, despite the #corn weakness, is a bit encouraging, and Matif is trying its best to stay above 200 EUR...
#oatt… twitter.com/i/web/status/1…
Josh Linville
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@JLinvilleFert
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Mar 27
Lot of questions of how the Baltimore bridge collapse affects fertilizer in that area.
For that area, it could be devastating short term. The market always finds a way around but it is typically difficult, slower and higher priced.
For that area, it could be devastating short term. The market always finds a way around but it is typically difficult, slower and higher priced.
Arlan Suderman
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@ArlanFF101
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Mar 27
Arlan Suderman
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@ArlanFF101
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Mar 27
Arlan Suderman
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@ArlanFF101
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Mar 27
Arlan Suderman
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@ArlanFF101
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Mar 27
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 26
All Russian winter #wheat remains dry. Crop conditions clearly started deteriorating in the South, the #1 wheat-growing region.
More in our updates: sizov.report
#oatt #agwx #blacksea pic.twitter.com/z8qTmwnz6K
More in our updates: sizov.report
#oatt #agwx #blacksea pic.twitter.com/z8qTmwnz6K
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Mar 26
Atenti. Las principales zonas trigueras rusas siguen con seca. Señales de deterioro en el sur, algo así como la zona núcleo para el cereal en este país... x.com/sizov_andre/st…
Josh Linville
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@JLinvilleFert
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Mar 26
Ski update: I survived.
Finally got the boots warmed up and on. Silver lining is I got a personal instructor!
Ended up going up the chair lift twice. He praised me saying some never get on it.
That is how you end a lesson for max tip!!!
Finally got the boots warmed up and on. Silver lining is I got a personal instructor!
Ended up going up the chair lift twice. He praised me saying some never get on it.
That is how you end a lesson for max tip!!!
Josh Linville
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@JLinvilleFert
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Mar 26
Just a general PSA.
I do not block people often. In fact, I really like when people disagree with me. It is a great chance to learn something.
However, I draw the line at folks that do not know the industry plagiarizing others. That is where I draw the line.
Rant over.
I do not block people often. In fact, I really like when people disagree with me. It is a great chance to learn something.
However, I draw the line at folks that do not know the industry plagiarizing others. That is where I draw the line.
Rant over.
Karen Braun
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@kannbwx
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Mar 26
March 26: CBOT May #corn slides 1.2% to settle at $4.32-1/2 per bu, its lowest finish since March 6. Dec corn was down 1.4% to $4.68. News is relatively quiet this week ahead of USDA stocks/acres on Thursday. Possible whispers (fears?) of a larger corn area than trade estimates.
Market Talk
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@markettalkag
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Mar 26
We discuss the down day in grains and cattle on Tuesday along with risk management thoughts ahead of Thursday's USDA reports with Jacob Burks from @AgMarket_Net. Plus, we learn more about @GoSteward with their founder, Dan Miller. #AgTwitter
markettalkag.com/2024/03/26/tue…
markettalkag.com/2024/03/26/tue…
Arlan Suderman
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@ArlanFF101
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Mar 26
Interesting tidbit from this morning's consumer sentiment survey. The portion of consumers expecting interest rates to rise over the year ahead rose back above 50%, which is where I'm at, even though the market continues to price in rate cuts. #oatt
Andrey Sizov
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@sizov_andre
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Mar 26
Interestingly, Putin himself is cautious...he's trying to connect the terror attack in Moscow to Ukraine and the West but still not blaming them directly.
I.e. "the terror attack *could be* another attempt by those who have been fighting Russia since 2014 using the Kyiv regime” x.com/Reuters/status…
I.e. "the terror attack *could be* another attempt by those who have been fighting Russia since 2014 using the Kyiv regime” x.com/Reuters/status…
Reuters
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@Reuters
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Mar 26
The director of Russia's Federal Security Service, Alexander Bortnikov, said that the United States, Britain and Ukraine were behind the Moscow concert hall attack that killed at least 139 people on Friday, state news agency TASS reported reut.rs/43xEzf4
Josh Linville
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@JLinvilleFert
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Mar 26
Ski update:
Finally got the boots on but missed start of ski school. Another starts in couple hours.
Tried solo. Got the skis on...and promptly ate it twice within 10 feet of the rack.
Maybe this isn't for me.
Oh, international urea continues its price dive as offers gear up.
Finally got the boots on but missed start of ski school. Another starts in couple hours.
Tried solo. Got the skis on...and promptly ate it twice within 10 feet of the rack.
Maybe this isn't for me.
Oh, international urea continues its price dive as offers gear up.
Karen Braun
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@kannbwx
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
All Russian winter #wheat remains dry. Crop conditions clearly started deteriorating in the South, the #1 wheat-growing region.
More in our updates: sizov.report
#oatt #agwx
More in our updates: sizov.report
#oatt #agwx
Andrey Sizov
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@sizov_andre
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
If you are a #wheat farmer / bull that looks disappointing. Some fresh funds' sales and ZWK dives below 20DMA and ~5.53 level.
Back into the ~5.25-5.50 range or is there still some hope if we close above 5.48 (20DMA)?
#oatt #sizovreport
Back into the ~5.25-5.50 range or is there still some hope if we close above 5.48 (20DMA)?
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Mar 26
This was done a year ago, and I still haven't made up my mind about a new ultra this year.
The run itself is not really scary, but the training program is... x.com/sizov_andre/st…
The run itself is not really scary, but the training program is... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 26, 2023
First ultratrail done.
73km (~46 miles) with 2,700 m altitude gain (that's more than I thought)...12 hours, longer than expected thanks to ankle issues.
(Too much energy at the end because of slow pace...should I have signed up for 100K?)
Pro tip: walk more to save energy! pic.twitter.com/ccMgNppoRO
73km (~46 miles) with 2,700 m altitude gain (that's more than I thought)...12 hours, longer than expected thanks to ankle issues.
(Too much energy at the end because of slow pace...should I have signed up for 100K?)
Pro tip: walk more to save energy! pic.twitter.com/ccMgNppoRO
Josh Linville
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@JLinvilleFert
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Mar 26
For anyone thinking of skiing for the first time.
If you get your equipment the evening before, bring your boots in. That way they do not get cold, shrink and not fit, thereby making you miss ski school.
This message brought to you by "vacations are supposed to be relaxing"...
If you get your equipment the evening before, bring your boots in. That way they do not get cold, shrink and not fit, thereby making you miss ski school.
This message brought to you by "vacations are supposed to be relaxing"...
Andrey Sizov
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@sizov_andre
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
SovEcon
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@sovecon
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Mar 26
The MARS center estimates the 2024/25 European wheat yield at 5.57 t/ha, 2% higher than last year. The center also notes that winter crops in the EU are in mediocre condition due to unfavorable weather over the winter months.
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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Mar 26
BBG: Russia’s agriculture regulator has proposed cutting the export quota of a top grain trader, in an escalating spat that risks disrupting shipments from the world’s largest #wheat exporter.
...
The company says it has faced mounting pressure from authorities, with owner Petr… twitter.com/i/web/status/1…
...
The company says it has faced mounting pressure from authorities, with owner Petr… twitter.com/i/web/status/1…
Josh Linville
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@JLinvilleFert
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Mar 26
After 12 hours of driving that started at 5:30AM and consisted of 4 teenage boys and a heck of a blizzard in western Kansas, we have made it to Breckenridge.
Tomorrow morning starts early with ski school. The let the injuries begin.
...oh, and fertilizer something or other...
Tomorrow morning starts early with ski school. The let the injuries begin.
...oh, and fertilizer something or other...
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 25
Some buying at the end of the session, and Matif #wheat closed a few ticks above 50DMA. It's the first time in more than six months.
CBOT, you might want to take note...
#oatt #sizovreport pic.twitter.com/z9w0WOeC7g
CBOT, you might want to take note...
#oatt #sizovreport pic.twitter.com/z9w0WOeC7g
Karen Braun
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@kannbwx
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Mar 25
Andrey Sizov
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@sizov_andre
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Mar 25
Retweeted...
Karen Braun
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@kannbwx
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Mar 25
Are U.S. #corn acres going to be bearish on Thursday? Not sure, but new-crop CBOT #soybeans have been trading around 2.5 times that of corn so far this year, a ratio not recently associated with the shockingly large corn intentions. It's just one factor though, no guarantees. pic.twitter.com/jMdP0zPrs9
Market Talk
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@markettalkag
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Mar 25
Arlan Suderman (@ArlanFF101) from @StoneX_Official joined us in our Midday Commentary today and shared some thoughts in grains and livestock as the trade gears up for a big week of reports and potential end of month volatility. #OATT #agtwitter
podcasts.apple.com/us/podcast/mar…
podcasts.apple.com/us/podcast/mar…
Market Talk
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@markettalkag
·
Mar 25
The soy complex had a solid day on Monday while the rest of the trade was mostly mixed. We discuss risk management and more ahead of Thursday's USDA reports with John Heinberg (@casheagle1) from @TotalFarmMktg on today's program. #AgTwitter
youtube.com/watch?v=8Im5DL…
youtube.com/watch?v=8Im5DL…
Karen Braun
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@kannbwx
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Mar 25
Arlan Suderman
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@ArlanFF101
·
Mar 25
Retweeted...
Market Talk
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@markettalkag
·
Mar 25
Arlan Suderman (@ArlanFF101) from @StoneX_Official joined us in our Midday Commentary today and shared some thoughts in grains and livestock as the trade gears up for a big week of reports and potential end of month volatility. #OATT #agtwitter
podcasts.apple.com/us/podcast/mar…
podcasts.apple.com/us/podcast/mar…
Arlan Suderman
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@ArlanFF101
·
Mar 25
Retweeted...
Craig Solberg
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@CraigSolberg
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Mar 25
@ArlanFF101 Actual totals for the 5-day period ending 7 AM CDT today (winter #corn areas shaded) pic.twitter.com/joe4sUuPgm
Andrey Sizov
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@sizov_andre
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Mar 25
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 25
CBOT May #wheat tries to break above the August downtrend line as the Black Sea risks return to the market radar...
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1… pic.twitter.com/rfw49OzkLw
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1… pic.twitter.com/rfw49OzkLw
Andrey Sizov
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@sizov_andre
·
Mar 25
Some buying at the end of the session, and Matif #wheat closed a few ticks above 50DMA. It's the first time in more than six months.
CBOT, you might want to take note...
#oatt #sizovreport
CBOT, you might want to take note...
#oatt #sizovreport
Arlan Suderman
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@ArlanFF101
·
Mar 25
Andrey Sizov
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@sizov_andre
·
Mar 25
Not sure if it's a cow
And not some folks under a blanket x.com/interesting_aI…
And not some folks under a blanket x.com/interesting_aI…
Interesting Things
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@interesting_aIl
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Mar 25
The world's most expensive cow was sold in Brazil for around $4.8 million. pic.twitter.com/W1tUkJK4d3
Andrey Sizov
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@sizov_andre
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Mar 25
10 minutes until the end of Matif session. It would be nice if #wheat could stop right here, at 50DMA, or a little higher
#oatt #sizovreport
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
·
Mar 25
Andrey Sizov
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@sizov_andre
·
Mar 25
Retweeted...
BBC Breaking News
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@BBCBreaking
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Mar 25
UN Security Council passes resolution calling for "immediate ceasefire" in Gaza, as US shifts position by abstaining from vote bbc.in/3xbHY7l
Arlan Suderman
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@ArlanFF101
·
Mar 25
Karen Braun
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@kannbwx
·
Mar 25
Arlan Suderman
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@ArlanFF101
·
Mar 25
Arlan Suderman
·
@ArlanFF101
·
Mar 25
Arlan Suderman
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@ArlanFF101
·
Mar 25
Arlan Suderman
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@ArlanFF101
·
Mar 25
Arlan Suderman
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@ArlanFF101
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Mar 25
Marketing year to date grain sorghum export inspections exceed the seasonal pace needed to hit USDA's target by 24 million bushels, down from 30 million the previous week. #oatt
Karen Braun
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@kannbwx
·
Mar 25
Andrey Sizov
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@sizov_andre
·
Mar 25
Retweeted...
Andrey Sizov
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@sizov_andre
·
Mar 24
Here's what you need to know about the Black Sea ahead of the CBOT #wheat session:
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
#oatt pic.twitter.com/WUX32lCR1B
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
#oatt pic.twitter.com/WUX32lCR1B
Market Talk
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@markettalkag
·
Mar 25
We get and update on the snow and rain impacts across the Midwest and Plains states along with what this all means for soil moisture and more. Eric Snodgrass (@snodgrss) with @NutrienAgRetail shares the details.
youtu.be/rRcfgAPOwhM
youtu.be/rRcfgAPOwhM
Andrey Sizov
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@sizov_andre
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Mar 25
CBOT May #wheat tries to break above the August downtrend line as the Black Sea risks return to the market radar...
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1…
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Mar 25
CBOT May #wheat tries to break above the August downtrend line as the Black Sea risks return to the market radar...
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1…
The funds seem to be taking a nap for now, they might have sold enough. OI remains mostly flat around 200K contracts...the green Friday candle was accompanied by a… twitter.com/i/web/status/1…
Arlan Suderman
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@ArlanFF101
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Mar 25
#oott #oatt x.com/SchwabNetwork/…
Schwab Network
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@SchwabNetwork
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Mar 25
How concerned should the Fed be about crude oil #CL_F above $80? 🛢️
🎥 @ArlanFF101 breaks down the bigger picture for commodity markets with @FuturesBenL, including the rise in gasoline prices, gold #GC_F at all-time highs, and the rally in cocoa:
🎥 @ArlanFF101 breaks down the bigger picture for commodity markets with @FuturesBenL, including the rise in gasoline prices, gold #GC_F at all-time highs, and the rally in cocoa:
Andrey Sizov
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@sizov_andre
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Mar 25
Russia & Global #grain market weekly, Mar 18-22, 2024:
* #Wheat higher on Matif short-covering; Black Sea risks back on the market radar
* March wheat exports to be record-high
* #2 RU grain exporter operations are halted
* Weather keeps deteriorating
More:… twitter.com/i/web/status/1…
* #Wheat higher on Matif short-covering; Black Sea risks back on the market radar
* March wheat exports to be record-high
* #2 RU grain exporter operations are halted
* Weather keeps deteriorating
More:… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Mar 24
Retweeted...
Sar Haribhakti
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@sarthakgh
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Mar 23
Top 1% of earners pay 40% of federal income tax
The top 50% pay 97.7%, while the bottom 50% pay the remaining 2.3%
Remind me again the definition of fair x.com/senwarren/stat…
The top 50% pay 97.7%, while the bottom 50% pay the remaining 2.3%
Remind me again the definition of fair x.com/senwarren/stat…
Karen Braun
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@kannbwx
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Mar 24
Andrey Sizov
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@sizov_andre
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Mar 24
Here's what you need to know about the Black Sea ahead of the CBOT #wheat session:
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
Andrey Sizov
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@sizov_andre
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Mar 24
Here's what you need to know about the Black Sea ahead of the CBOT #wheat session:
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
#oatt
Moscow terror attack; more attacks on Odesa; top Russian #grain exporter claims that all its shipments have been halted by the authorities
More: sizov.report/reports/22062/
#oatt
Andrey Sizov
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@sizov_andre
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Mar 24
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Mar 23
Otra de las noticias de la semana. Después de caer ininterrumpidamente desde comienzos de año (USD 240 a USD 200), el FOB del trigo ruso subió por primera vez en 2024, a USD 203. ¿Definitivo o solo un espasmo para luego seguir bajando? Espere el próximo capítulo... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 24
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Mar 23
Otro que necesita lluvias es el cinturón triguero ruso. Nada grave por ahora, pero en los pronósticos de corto plazo no aparece gran cosa... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 24
Andrey Sizov
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@sizov_andre
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Mar 24
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 22
EU #wheat 23/24 stocks/use to drop substantially YOY...and we probably have a smaller crop ahead of us.
#oatt #sizovreport pic.twitter.com/IWmoHMNmg4
#oatt #sizovreport pic.twitter.com/IWmoHMNmg4
Josh Linville
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@JLinvilleFert
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Mar 23
2024 Missouri state archery tournament.
Thousands of elementary, middle, and high school archers have/will shoot this weekend.
No injuries once again.
Thousands of elementary, middle, and high school archers have/will shoot this weekend.
No injuries once again.
Josh Linville
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@JLinvilleFert
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Mar 23
As U.S. spring preplamt #fertilizer application continues to roll, lot of stories of tight #phosphate and #uan inventories.
Industry is busting its butt to get resupplies in place...but be a little understanding with your supplier. They are doing the best they can.
Industry is busting its butt to get resupplies in place...but be a little understanding with your supplier. They are doing the best they can.
Andrey Sizov
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@sizov_andre
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Mar 23
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 21
The Russian winter #wheat is becoming dry. Not a big issue right now, but it will need some rain shortly.
More: sizov.report
#oatt #agwx pic.twitter.com/9Nu0iZTUDi
More: sizov.report
#oatt #agwx pic.twitter.com/9Nu0iZTUDi
farmbucks.com
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@farmbuckscom
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Mar 22
Retweeted...
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
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@RussianGrainTra
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Mar 22
🐮 🚀 🌾 This news about RIF issues is causing a rally on Matif 📈
RIF is the 🇷🇺 export partner of GTCS/ GrainFlower who apparently have several vessels stuck at load ports in Russia unable to get phytosanitary certificates issued. Bullish news 🗞️
MATIF 🌾 up 7 💶 EUR 210 x.com/russiangraintr…
RIF is the 🇷🇺 export partner of GTCS/ GrainFlower who apparently have several vessels stuck at load ports in Russia unable to get phytosanitary certificates issued. Bullish news 🗞️
MATIF 🌾 up 7 💶 EUR 210 x.com/russiangraintr…
Andrey Sizov
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@sizov_andre
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Mar 22
Retweeted...
Miller Magazine
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@MillerMagazine
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Mar 22
@sovecon, a leading Black Sea agricultural markets research firm, has raised its 2024 Russian wheat crop estimate by 0.4 million metric tons (MMT) to 94.0 MMT on overall good weather conditions.
Read more:
millermagazine.com/blog/sovecon-b…
#russianwheat
Read more:
millermagazine.com/blog/sovecon-b…
#russianwheat
Market Talk
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@markettalkag
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Mar 22
Soybeans took a tumble on Friday while everything else was mixed. Mike Minor (@MichaelMinorMAR) with @AgProfessional joins the show to discuss the trade. Also, Barry Benson, VP of Agribusiness Banking at @fnbo joins the show to talk about the ag economy.
markettalkag.com/2024/03/22/fri…
markettalkag.com/2024/03/22/fri…
Andrey Sizov
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@sizov_andre
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Mar 22
An explosion was reported in Odesa after missile attacks from Crimea.
A quick note is in your inbox if you are a sizov.report subscriber.
Matif #wheat jumps 3%.
#wheat #corn #oatt
A quick note is in your inbox if you are a sizov.report subscriber.
Matif #wheat jumps 3%.
#wheat #corn #oatt
Andrey Sizov
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@sizov_andre
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Mar 22
My analysis of this chart says that we are all doomed. You are welcome. x.com/wheattraderfcs…
Mike ODea
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@WheatTraderFCSt
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Mar 22
the feared and much maligned rat on crack pattern developing in KWK24 pic.twitter.com/IvXEx4gGHq
Andrey Sizov
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@sizov_andre
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Mar 22
Say no to cruelty to chicken cells!
The first "cruelty-free" chicken (cell) pet food is to hit UK retailers' shelves shortly thanks to British lab-grown meat start-up Meatly and pet producer Omni.
#agtech #altmeat #altprotein
meatly.pet/news-britains-…
The first "cruelty-free" chicken (cell) pet food is to hit UK retailers' shelves shortly thanks to British lab-grown meat start-up Meatly and pet producer Omni.
#agtech #altmeat #altprotein
meatly.pet/news-britains-…
Andrey Sizov
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@sizov_andre
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Mar 22
x.com/USDAForeignAg/…
Foreign Ag Service
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@USDAForeignAg
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Mar 22
Private exporters reported sales of 263,000 MT of corn for delivery to Mexico - 173,000 MT is for delivery during MY 2023/2024 and 90,000 MT is for delivery during MY 2024/2025. ow.ly/Hf1350QZxMY
Andrey Sizov
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@sizov_andre
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Mar 22
EU #wheat 23/24 stocks/use to drop substantially YOY...and we probably have a smaller crop ahead of us.
#oatt #sizovreport
#oatt #sizovreport
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.
501 Following
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544 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
2118 Following
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32.7K 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.
146 Following
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77.3K 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.
4502 Following
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48.2K 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.
22.5K Following
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34.0K 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!
335 Following
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1397 Followers