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Market Talk
Market Talk · @markettalkag · Jun 21
Corn closed at the lows of the day Friday while wheat continues to struggle substantially. We talk charts, market action, farmer sentiment and more with Tommy Grisafi (@AgBullMedia) from @trust_ati on today's show as we wrap up the week. #corn #wheat

youtube.com/watch?v=4_6gAR…
Market Talk
Market Talk · @markettalkag · Jun 21
Russian wheat harvest could play a big role in wheat market volatility, according to a new report from the @CoBank Knowledge Exchange. @tannerehmke joins the show today to discuss the new report and the grain market picture currently. #wheat #AgTwitter

youtube.com/watch?v=svqGph…
Josh Linville
Josh Linville · @JLinvilleFert · Jun 21
Will be heading to Bartle Scout Reservation shortly to pick up my oldest for the last time (heads to Boys State tomorrow AM). If he goes again, it will be as staff.

The "last" events are coming fast and furious...and I wonder why I have been so anxious lately.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
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Naomi Blohm Naomi Blohm · @naomiblohm · Jun 21
Client in South Dakota just said he received 5 inches of rain in 48 hours. That is on top of the 2 inches of rain received days prior. Lots of flooded fields. More rain coming. x.com/FarmPolicy/sta…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
#Wheat remains a disaster (surprise)...next target/support (??) for zwu is 5.68....🫠 🫠🫠

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
France remains wet...18 mm (0.7 in) in one day is not what you need at the start of the #wheat harvest.

#oatt #agwx
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
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Darin D. Fessler ✝️ Darin D. Fessler ✝️ · @DDFalpha · Jun 21
Hearing +65c for old crop #corn southwestern NE. Hearing southwest KS wants corn, bad. What are you hearing/seeing? 🌽
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
The latest report from Krasnodar, Russia's key #wheat grower, shows a significant drop in #grain yield from 7 mt/ha on Monday (69K harvested) to 6.5 mt/ha on Thursday (166K harvested), as per local authorities. 🌾

With yields still relatively high but on a downward trend,… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
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SovEcon SovEcon · @sovecon · Jun 21
Larvae of the Sunn pest have been discovered in the Rostov region, reports the regional office of the Russian Agricultural Center. Experts say the larvae can damage wheat ears and grains.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 20
Russia's Rostov (#1 #wheat producer) started its harvest. The average grain yield is only 2.6 mt/ha (~40 bu/ac), as per local authorities, -41% YOY.

We expect that the region which suffered both from frosts and drought would show the biggest decline in production vs average.… x.com/i/web/status/1… pic.twitter.com/8khxiIAnpH
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
Matif #wheat with the help of 100DMA tries to penetrate the June downtrend....CBOT is not helping for now

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 21
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Przemek Blazejewski BST Brokers Przemek Blazejewski BST Brokers · @Przemek_Bla · Jun 21
Obwód Rostowski w Rosji (producent nr 1 pszenicy) rozpoczął żniwa. Według władz lokalnych śr. plon zboża wynosi zaledwie 2,6 mt/ha, co oznacza -41% r/r. Oczekuje się, że region ten dotknięty zarówno mrozami, jak i suszą odnotuje największy spadek produkcji w stosunku do średniej. x.com/sizov_andre/st…
Market Talk
Market Talk · @markettalkag · Jun 20
Grains found heavy pressure across the board on Thursday. We discuss weather as a main culprit and get market perspective and analysis today from Bryan Doherty with @TotalFarmMktg #AgTwitter #OATT

youtube.com/watch?v=Nt1M32…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
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Claudio Gianni Claudio Gianni · @ClaudioGianni · Jun 20
Va mejorando el clima en Rusia. Parece tarde ya para rescatar al trigo de invierno, pero levantaría la puntería del trigo de primavera, aliviando pérdidas en caso de que todo termine bien... x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
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Claudio Gianni Claudio Gianni · @ClaudioGianni · Jun 20
Arrancó la cosecha en la mejor zona triguera de Rusia. Rindes 41% abajo del año pasado, 2600 kg/ha. Por ahora en Chicago y Kansas no se dieron por enterados; el trigo va cerrando otra jornada en rojo... x.com/sizov_andre/st…
Josh Linville
Josh Linville · @JLinvilleFert · Jun 20
If you know, you know.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
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ian bremmer ian bremmer · @ianbremmer · Jun 20
three decades after soviet collapse, this is what failure looks like.

for russia and for the west. pic.twitter.com/a677ADOQNx
Josh Linville
Josh Linville · @JLinvilleFert · Jun 20
NOLA #DAP traded $545
Dec '25 #corn sitting at $4.70
That means the DAP/Corn ratio has hit 116 or the start of the worst 25% of ratio values since 2018.

No, this is not something to celebrate...

If you were wondering, the #MAP/Corn ratio is well above that same line...
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
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SovEcon SovEcon · @sovecon · Jun 20
The Buenos Aires Grain Exchange raised its forecast for Argentina's wheat planting areas in 2024 by 0.1 million hectares to 6.3 million hectares.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
Russia's Rostov (#1 #wheat producer) started its harvest. The average grain yield is only 2.6 mt/ha (~40 bu/ac), as per local authorities, -41% YOY.

We expect that the region which suffered both from frosts and drought would show the biggest decline in production vs average.… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 20
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Darin D. Fessler ✝️ Darin D. Fessler ✝️ · @DDFalpha · Jun 20
Jul #Wheat 🌾

🔸 Testing Mar TL Reached ✅
🔸 Wkly S3 Pivot Reached ✅
🔸 Feb POC Reached ✅

This is what a momentum trade looks like. pic.twitter.com/8141klpX2n
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 19
What's wrong with the seasonal charts your broker entertains/spooks you with? (#Corn in this case).

1) you need just a few years with the market trending lower to impact all averages
2) adding 10 and 20 years averages makes it more misleading...it's not additional info... it… x.com/i/web/status/1… pic.twitter.com/McFr0xH0Qm
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
I thought the USA was a secular state...
Wonder if this is a final decision x.com/spectatorindex…
The Spectator Index The Spectator Index · @spectatorindex · Jun 19
BREAKING: 🇺🇸 Louisiana becomes the first US state requiring the Ten Commandments be posted in classrooms
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 19
Russian weather set-up is gradually improving for the winter #wheat...recent and forecasted rain can help the Center and Volga. Is it enough to substantially improve the yields? Probably no. But the worst for the winter wheat could be behind us...

But: spring wheat conditions… x.com/i/web/status/1… pic.twitter.com/73YifCXGD6
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
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SovEcon SovEcon · @sovecon · Jun 19
Ukraine's grain exports in the first half of June totaled 2.0 MMT compared to 2.7 MMT for the same period in May, Ukrainian Grain Association reports.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
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Gaurav kochar Gaurav kochar · @gaurav_kochar · Jun 18
@SovEcon analysts projected Russia's 2024 total grain production at 127.4 mmt.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
Russian weather set-up is gradually improving for the winter #wheat...recent and forecasted rain can help the Center and Volga. Is it enough to substantially improve the yields? Probably no. But the worst for the winter wheat could be behind us...

But: spring wheat conditions… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
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Buys Hi/Sells Lo Buys Hi/Sells Lo · @MaizeingPete · Jun 19
1 year higher in 15. Keep life simple and sell the spring rally. x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
What's wrong with the seasonal charts your broker entertains/spooks you with? (#Corn in this case).

1) you need just a few years with the market trending lower to impact all averages
2) adding 10 and 20 years averages makes it more misleading...it's not additional info... it… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
So here's how Dec #corn actually acted in the last 15 years...2/3 years trending lower, 1 year higher, the rest is more or less flat. Not really doom and gloom, m?

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 19
🚀🚀🚀
#wheat x.com/GrainsGorilla/…
Grains Gorilla Grains Gorilla · @GrainsGorilla · Jun 19
@sizov_andre More bullish then I was at Highs. World cunsumer is massively short. They showed up today buying. HRW and SRW crops are low quality. RUS crop is 80. French crop is 28. Aussie having issues as well. China corn corn crop on fire! HRW working into feed. CTA/MM done selling Friday
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
Korean crowds welcome Vlad x.com/ianbremmer/sta…
ian bremmer ian bremmer · @ianbremmer · Jun 18
pyongyang welcomes vladimir putin
(setting appears reliably soviet) pic.twitter.com/y2Y3TYuf4N
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 18
Give me a follow on IG please
(All the wheat market takes and breaking Black Sea grain news are there*)

* no

instagram.com/p/C8WUZl_I78b/…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 18
#China is harvesting its first #wheat crop in the desert. The expected yield is quite decent - 3.9 mt/ha.

"Makit is typical of a desert climate, with an average annual rainfall of 42.3mm (!)...“After withstanding overwintering, resisting sandstorm and drought, the wheat… x.com/i/web/status/1… pic.twitter.com/9MmYf04a0V
Josh Linville
Josh Linville · @JLinvilleFert · Jun 18
Just got this week's #fertilizer YouTube video uploaded and on my page. Give it a watch:

youtu.be/G-mmc4a-Fdc?si…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 18
SovEcon: Russian #grain crop to drop to a three-year low. What the authorities could do?

#oatt #agwx

blog.sizov.report/sovecon-russia…
Market Talk
Market Talk · @markettalkag · Jun 18
Row crops were higher while wheat and livestock worked lower today. Tyler Schau with @AgMarket_Net joins us to discuss market action and we pose an interesting question on whether or not the average age of producers will affect the cattle herd rebuild?

youtu.be/sk8p-2yx41s
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Jun 18
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StoneX Group Inc. StoneX Group Inc. · @StoneX_Official · Jun 18
StoneX Chief Commodities Economist @ArlanFF101 explains what the Federal Reserve’s rate trajectory means for the market as the nation braces for one of the hottest summers ever, as he breaks down inflation figures and recaps the June FOMC meeting.

stonex.com/thought-leader…
Josh Linville
Josh Linville · @JLinvilleFert · Jun 18
Global #urea markets have seen demand step away and it feels like it is creating a big void out there.

Helps that Egyptian nitrogen plants are back online (not 100% yet). Perhaps the market realized that values have jumped $75...and it is only mid-June?
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 18
The chart suggests that #wheat is approaching another potential bounce area....some TLs + a nice round $6.0 level + badly oversold...

#oatt pic.twitter.com/ORyHR7PH59
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
Give me a follow on IG please
(All the wheat market takes and breaking Black Sea grain news are there*)

* no

instagram.com/p/C8WUZl_I78b/…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
SovEcon: Russian #grain crop to drop to a three-year low. What the authorities will do?

#oatt #agwx

blog.sizov.report/sovecon-russia…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
SovEcon: Russian #grain crop to drop to a three-year low. What the authorities could do?

#oatt #agwx

blog.sizov.report/sovecon-russia…
Market Talk
Market Talk · @markettalkag · Jun 18
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Eric Snodgrass Eric Snodgrass · @snodgrss · Jun 18
AHPS last 14-days of Precipitation (% of normal) v. ECMWF ENS 14-day Precipitation Anomalies. pic.twitter.com/BwWvgNfp65
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
The chart suggests that #wheat is approaching another potential bounce area....some TLs + a nice round $6.0 level + badly oversold...

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
#China is harvesting its first #wheat crop in the desert. The expected yield is quite decent - 3.9 mt/ha.

"Makit is typical of a desert climate, with an average annual rainfall of 42.3mm (!)...“After withstanding overwintering, resisting sandstorm and drought, the wheat… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Mylton Casaroli Neto Mylton Casaroli Neto · @mylton_neto · Jun 18
China colhe quase 160 sacas de #trigo por alqueire no deserto, cujo volume pluviométrico médio não chega a 50mm. E um detalhe: foi colhido com PH 82, ou seja, excelente qualidade do grão. Foi plantado sob sistema de irrigação.

Áreas de trigo no Cerrado brasileiro também estão… x.com/i/web/status/1… x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Robert Rasmus Robert Rasmus · @RobertRasmus2 · Jun 18
Hardhat weather! 😳 x.com/wardynmi/statu…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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SovEcon SovEcon · @sovecon · Jun 18
The share of U.S. spring wheat in good to excellent condition increased by 4 percentage points from last week to 76%, according to the USDA.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 17
Russia & Global #grain market weekly, June 10-14, 2024:

* #Wheat lower as Black Sea issues leave radar
* USDA remains optimistic about Russian wheat exports
* Ruble wheat prices reverse: for how long?
* Russia finishes planting and starts new harvest campaign

More:… x.com/i/web/status/1… pic.twitter.com/r3nxltOnP0
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Financial Times Financial Times · @FT · Jun 17
This comes despite Europe’s efforts to wean itself off Russian fossil fuels since the full-scale invasion of Ukraine: on.ft.com/4b8Pu0Q pic.twitter.com/rl1lh8wIgX
Market Talk
Market Talk · @markettalkag · Jun 17
We've got @TheTedSpread on today's Market Talk to discuss the down day in grains and much more. Listen to our conversation on YouTube (linked below) or download everywhere you hear your favorite podcasts!

youtu.be/hjmD2Z86g-0
Market Talk
Market Talk · @markettalkag · Jun 17
Weather, weather, weather.......it's all about the weather as we look at the second half of June for the U.S. growing season. Eric Snodgrass (@snodgrss) with @NutrienAgRetail joins us to share his latest forecast.

youtu.be/W-HoogOipHA
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 17
September Matif #wheat dropped to 200DMA...could it act as a support? If not ->~225->~220?

#oatt #sizovreport pic.twitter.com/qoW9TEo6gZ
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 17
#Wheat sell-off continues...are unexpectedly good starting yields in Russia to blame?

Krasnodar (#2 grower) reported a yield of 6.1 mt/ha (90 bu/ac), close to 2023...very impressive for such weather. There is only one problem - starting yields could be very misleading.

Follow… x.com/i/web/status/1… pic.twitter.com/CnkWmU5Exe
Karen Braun
Karen Braun · @kannbwx · Jun 17
Taking a break 😎 I'll be back next week!
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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The Babylon Bee The Babylon Bee · @TheBabylonBee · Jun 17
Obama Panics As His Biden Remote Control Loses Connection buff.ly/4c5W4qc pic.twitter.com/5Ksarf2AC7
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
September Matif #wheat dropped to 200DMA...could it act as a support? If not ->~225->~220?

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Vincent ter Beek Vincent ter Beek · @vincenttb · Jun 17
Suddenly there's a lot of #ASF news from Germany 🇩🇪. Today the @WOAH confirmed that a wild #boar in the west has tested positive for African #Swine Fever, in the state Hessen. This constitutes a first in W-Germany.

@PigProgress has the latest details ⏩ pigprogress.net/health-nutriti… pic.twitter.com/tW9aVeN9eH
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Aaron S. 🌽🖤🌽🌾🐗🐗🐗 🦌🦌🦌🦌 Aaron S. 🌽🖤🌽🌾🐗🐗🐗 🦌🦌🦌🦌 · @Aaron_FARMER_ · Jun 17
Russland erntet wohl besser als erwartet. Werden die Getreidepreise auf Talfahrt geschickt. Das wird teuer! x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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FarmPolicy FarmPolicy · @FarmPolicy · Jun 17
1/ The conditions for winter #wheat in the U.S. are substantially better than a year ago, at 47% good-or-excellent condition as of June 9, 2024, compared with 38% last year.

From the @USDA_ERS: tinyurl.com/27f2ptdk pic.twitter.com/qX3ynloddQ
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
#Wheat sell-off continues...are unexpectedly good starting yields in Russia to blame?

Krasnodar (#2 grower) reported a yield of 6.1 mt/ha, close to 2023...very impressive for such weather. There is only one problem - starting yields could be very misleading.

Follow the new crop… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
#Wheat sell-off continues...are unexpectedly good starting yields in Russia to blame?

Krasnodar (#2 grower) reported a yield of 6.1 mt/ha (90 bu/ac), close to 2023...very impressive for such weather. There is only one problem - starting yields could be very misleading.

Follow… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
#Wheat down WOW as Black Sea issues leave the radar; #Corn & #soybeans flat

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Reuters Reuters · @Reuters · Jun 17
The Kremlin said a remark by NATO chief Jens Stoltenberg that the military alliance was holding talks on deploying more nuclear weapons was an 'escalation of tension' reut.rs/4bUmYkV
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
Russia & Global #grain market weekly, June 10-14, 2024:

* #Wheat lower as Black Sea issues leave radar
* USDA remains optimistic about Russian wheat exports
* Ruble wheat prices reverse: for how long?
* Russia finishes planting and starts new harvest campaign

More:… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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SovEcon SovEcon · @sovecon · Jun 17
The Ministry of Agriculture of Ukraine estimates the 2024/25 grain crop at 56.0 MMT, with 28.5 MMT of corn, 21.0 MMT of wheat, and 5.0 MMT of barley.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 17
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 14
Matif #wheat is still not looking good, it dropped to another potential bounce area but the chance doesn't look too high...220 EUR as the next target?

#oatt #sizovreport pic.twitter.com/r2HXPgDmki
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 16
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Claudio Gianni Claudio Gianni · @ClaudioGianni · Jun 15
La India no estaría dando señales de encarar las importaciones de trigo que se suponía iba a hacer. Bajista... x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 16
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Claudio Gianni Claudio Gianni · @ClaudioGianni · Jun 15
Rusia ha tenido pérdidas en trigo que se manifestarán o no en algún momento del segundo semestre. Por ahora sigue marcando récords exportando el cereal.... x.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · Jun 16
#CropWatch24 #corn & #soybeans in western Illinois and eastern Iowa are doing well so far and should hold up in this week's heatwave so long as the rains don't miss. Chances are better for that in Iowa vs Illinois.
Karen Braun
Karen Braun · @kannbwx · Jun 15
Two-week #CropWatch24 progress. Producers in W Iowa and Minn would like to see more growth on #soybeans, but #corn is coming along. 2+ weeks of no rain shows in the SE Illinois corn, though 1" of rain Thursday kept the Indiana crops thriving. Hot week ahead for the east.
Karen Braun
Karen Braun · @kannbwx · Jun 15
Four weeks of #CropWatch24 #corn & #soybeans in South Dakota. The producer is very happy with how the beans progressed in the last week. The corn has also come along but the population issues are gonna stick around all season.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 15
#Wheat in Poland looks good x.com/k_gabrysz/stat…
Krzysztof Gabrysz Krzysztof Gabrysz · @k_gabrysz · Jun 15
@sizov_andre Pictures from today. Western/North Poland. pic.twitter.com/oXC4msPYEs
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 15
Karen Braun
Karen Braun · @kannbwx · Jun 14
A week-plus of dry weather can quickly turn #corn from pretty to ugly, esp. on sandier soils like this field in southeast Illinois.

Is this a disaster? No. Is this highly unusual? Also no, but it's stressful for a producer to see, esp. with another dry (and now hot) week ahead.
Market Talk
Market Talk · @markettalkag · Jun 14
Grains finished lower on Friday as weather seemed to capture the minds of traders heading to the weekend. We talk weather markets, demand and more to wrap up the week with @CornWheatSoy from @StoneX_Official.

youtu.be/Tz5drtOEXEo
Market Talk
Market Talk · @markettalkag · Jun 14
We also take a look at the latest Global Beef Quarterly out from @Rabobank @RaboFoodAgri for Q2 with Lance Zimmerman, Senior Analyst-Animal Protein during the show today. #cattle #beef #markets #AgTwitter

youtu.be/AniaV0k6sSc
Karen Braun
Karen Braun · @kannbwx · Jun 14
Funds don't usually spend early June enhancing bearish grain & oilseed bets, but that is the situation this year. Money managers were net sellers last week of everything but #corn, where their net short (212k fut&opt) was basically unchanged.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 14
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Andrey Sizov Andrey Sizov · @sizov_andre · Jun 14
@Grains83 we started to post some bits of starting yield info for our clients - barley, and peas. #wheat harvest is just starting.
at this stage, there is a lot of noise (as usual) so be prepared to hear some strange numbers.

#russia #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 14
Matif #wheat is still not looking good, it dropped to another potential bounce area but the chance doesn't look too high...220 EUR as the next target?

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 14
#Russia is to export record-high #wheat volume in June - SovEcon blog

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

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 14
#Russia to export record-high #wheat volume in June - SovEcon blog

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

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 14
Retweeted...
SovEcon SovEcon · @sovecon · Jun 14
Brazil's Conab agency increased its corn production estimate by 2.5 MMT to 114.1 MMT.

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

#oatt #sizovreport
Josh Linville
Josh Linville · @JLinvilleFert · Jun 13
Retweeted...
Jesse Allen Jesse Allen · @jesseallenag · Jun 13
A great show today with a lot of conversations including @SecVilsack, @RogerMarshallMD, @JLinvilleFert and Jacob Burks from @AgMarket_Net! x.com/AoA_TalkShow/s…
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Jun 13
Russia's Krasnodar has started the new harvest campaign. First peas are being combined in the eastern part of the region, a farmer says the yield is only ~2 mt/ha, very low IF true (3.7 mt/ha average region yield in 2023)...

[Source: sizov.report discord group]

#oattx.com/i/web/status/1… pic.twitter.com/iiig9b5Zsn
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Jun 13
Matif #wheat chart doesn't look too encouraging for the bulls....barely holds above ~240EUR / 50DMA.

Have the funds started to cut their longs here?

More: sizov.report

#oatt pic.twitter.com/C5ZJlCtZ6h
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Should we expect CBOT #wheat prices to return to $7+ to reflect the poor RU crop? 🤔

#oatt x.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Jun 11
So Twitter wants to be excited by "Rostov emergency"...OK. Here's what you need to know:

1) Rostov is the #1 #wheat grower
2) Rostov's problems started in April (!)
3) Got worse in early May after frosts
4) @Sovecon started to cut South crop estimates in April, sped up in… x.com/i/web/status/1… pic.twitter.com/D44vXekjaN
Market Talk
Market Talk · @markettalkag · Jun 13
The famous words "guess who's back, back again" from Eminem might be playing in your head when you see China bought more U.S. #soybeans today. We discuss that and the weather market ahead with Bryan Doherty from @TotalFarmMktg on today's show. #agtwitter

youtu.be/TqDdqX9kCN4
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Retweeted...
AccuWeather AccuWeather · @accuweather · Jun 13
AccuWeather experts are monitoring two possible scenarios with next week's heat wave:

• Intense localized heat with high temperatures of 90-100°F
• More widespread heat with many areas approaching 100°F
bit.ly/3KI7Gnf pic.twitter.com/UgnjpNG1TQ
Karen Braun
Karen Braun · @kannbwx · Jun 13
Forecasters on Thursday put 65% odds on #LaNina's establishment between July-Sept, and the odds are greater than 80% that La Nina will be in place at the end of 2024/start of 2025.
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Hmm...what are you doing, #wheat? Ready to take out yesterday's high?

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Jun 13
Russia's Krasnodar has started the new harvest campaign. First peas are being combined in the eastern part of the region, a farmer says the yield is only ~2 mt/ha, very low IF true (3.7 mt/ha average region yield in 2023)...

[Source: sizov.report discord group]

#oattx.com/i/web/status/1…
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