Farmbucks News

Pro Farmer · @profarmer · Oct 22

Russia’s 2025 wheat production could decline for a third straight year, according to the first projections released by leading Black Sea consultancies IKAR and SovEcon.

Details in Tuesday's First Thing Today report: zurl.co/Pt6H pic.x.com/h4T3lr1FhB

Arlan Suderman · @ArlanFF101 · Oct 22

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StoneX Group Inc. · @StoneX_Official · Oct 21

U.S. crops overflow while global wheat tightens. @ArlanFF101's latest analysis unpacks the commodity market paradox.

stonex.com/en/thought-lea…

#CommodityMarkets #GlobalTrade

Andrey Sizov · @sizov_andre · Oct 22

A few million at least
Many fields germinate but look very patchy x.com/BrianElsasser2…

Brian Elsasser · @BrianElsasser2 · Oct 22

How many million acres won't even germinate before winter. x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Oct 22

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SovEcon · @sovecon · Oct 22

According to USDA data, 65% of the US corn crop had been harvested as of October 20, compared to 55% last year and 63% based on market expectations.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Oct 22

Dr. Vince Malanga, president of LaSalle Economics, acknowledges the challenges ahead, noting that inflation has been trending lower throughout the year due to various factors including:
• China’s export policy
• Federal Reserve’s restrictive policy
• Strong… x.com/i/web/status/1… pic.x.com/zcDftonMco

Market Talk · @markettalkag · Oct 22

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Karen Braun · @kannbwx · Oct 21

🇧🇷#Brazil's #soybeans were 18% planted as of Thursday, below last year's rate of 30% and the slowest pace in four years. Improvement is expected given recent showers in the Center-West. Some 48% of first-crop #corn was planted, slightly ahead of the year-ago pace. pic.x.com/vObwL2Ws1l

Pro Farmer · @profarmer · Oct 22

Texas Agriculture Commissioner Sid Miller on Oct. 17 issued an executive order allowing Texas farmers and ranchers to tap into the Rio Grande for irrigation purposes.

This decision comes in response to a severe drought situation exacerbated by delayed water deliveries from… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 21

Weekly corn and soybean inspections during the week ended Oct. 17 rose solidly from the previous week, each landing near the upper-end of pre-report expectations.

Details & comments: zurl.co/9sYj pic.x.com/o5Jp7ObCdN

Pro Farmer · @profarmer · Oct 21

USDA this morning reported U.S. wheat export inspections of 268,375 MT during the week ended Oct. 17, down 111,759 MT from the previous week and short of analysts’ pre-report expectations.

Market Talk · @markettalkag · Oct 21

Should #cattle producers be "bearishly optimistic" in this market? What do we make of the row crop strength on Monday? John Heinberg (@casheagle1) from @TotalFarmMktg joins us for analysis on today's show.

youtube.com/watch?v=vyKyjK…

Market Talk · @markettalkag · Oct 21

Conditions are getting drier in the Plains and Midwest which is good for harvest but not so much for soil moisture, wildfire risk and more. Eric Snodgrass (@snodgrss) joins us from @NutrienAgRetail to discuss if we'll see a pattern shift anytime soon.

youtube.com/watch?v=K2_E2_…

Pro Farmer · @profarmer · Oct 21

December corn rose 4 3/4¢ to $4.09 1/2, marking the highest close since Oct. 11.

We recap today's market action for corn, soybeans, wheat, cotton, cattle & hogs in our daily After the Bell report: zurl.co/1AYu pic.x.com/gkBwLwslF6

Pro Farmer · @profarmer · Oct 21

Rising boxed beef prices continue to support better packer margins despite continued strength in the cash cattle market. That has allowed packers to raise their cash bids.

The noon report today showed wholesale boxed beef prices rose again, with Choice grade up $1.42 at $322.07… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Oct 21

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Andrey Sizov · @sizov_andre · Oct 21

#ADM and #Bunge collapse ahead of earnings. Another surprise brewing in ADM's books? 📉

Journalists, please stop blaming this on Russia's #wheat export policy—that’s just ridiculous.

$adm $bg #oatt pic.x.com/OCXtZfmQVR

Andrey Sizov · @sizov_andre · Oct 21

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Andrey Sizov · @sizov_andre · Oct 21

After limited precipitation last week, ECMWF predicts almost no rain for most Russian winter #wheat regions until the end of the month. Precipitation in November will likely be irrelevant—too late. 🌾

The first 2025 crop estimate was published for subscribers last week. Get it… x.com/i/web/status/1… pic.x.com/ECb2Iai3UD

Andrey Sizov · @sizov_andre · Oct 21

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Andrey Sizov · @sizov_andre · Oct 21

Russia & Global #grain market weekly, Oct 14-18, 2024:

* #Wheat Lower Amid Commodities Sell-Off
* Wheat Exports Could Set New Record in October
* Wheat Lower in Rubles
* Russian Winter Wheat Receives Limited Rain; Outlook Drier

More: sizov.report/reports/24316/…

#oatt #blacksea pic.x.com/hiFxR7TDv5

Karen Braun · @kannbwx · Oct 21

🇺🇸As of Sunday, 65% of U.S. #corn was harvested (fastest pace since 2012) and 81% of #soybeans were harvested (fastest pace since 2010). Both are well ahead of average. Winter #wheat planting and emergence is slightly behind normal pace. pic.x.com/vtC8xOAVfG

Josh Linville · @JLinvilleFert · Oct 21

This is bad for fall NH3 application.

This is really bad for fall #NH3 application. x.com/snodgrss/statu…

Eric Snodgrass · @snodgrss · Oct 21

4 years of 0-40cm Soil Moisture Percentile data from NASA on Oct 21. pic.x.com/Xz0yCtHnm6

Pro Farmer · @profarmer · Oct 21

AgRural reported Brazil's corn planting reached 48% as of last Thursday, two points ahead of last year.

Karen Braun · @kannbwx · Oct 21

🇨🇳China imports, #corn & #soybeans:
▪️USA soy arrivals in Sept were 1.71 mmt (13x year ago)
▪️Sept soy arrivals from Brazil were +23% YOY
▪️Jan-Sept soy arrivals: Brazil +13%, USA -15%
▪️Brazil supplied 37% of China's Sept corn arrivals pic.x.com/fHzLJmLEJa

Pro Farmer · @profarmer · Oct 21

The Biden administration is working on the details of the new 45Z Clean Fuels Production credit, but there is uncertainty about whether it will be available before taking effect on Jan. 1, 2025.

This could potentially create challenges for producers planning to claim the credit… x.com/i/web/status/1… pic.x.com/zWqu55Po2i

Karen Braun · @kannbwx · Oct 21

🇺🇸Last week featured relatively strong export inspection volumes for U.S. #soybeans & #corn. About 1.66 mmt of beans were inspected for China, and 385kt corn left the Gulf for Mexico.
As anticipated, there was a sizable upward revision to the prior week's soy volume. pic.x.com/jeZQCGFgDd

Andrey Sizov · @sizov_andre · Oct 21

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Karen Braun · @kannbwx · Oct 21

🇺🇸Last week featured relatively strong export inspection volumes for U.S. #soybeans & #corn. About 1.66 mmt of beans were inspected for China, and 385kt corn left the Gulf for Mexico.
As anticipated, there was a sizable upward revision to the prior week's soy volume. pic.x.com/jeZQCGFgDd

Karen Braun · @kannbwx · Oct 21

🇺🇸The last two months across most of the U.S. Corn Belt have been record or near-record dry. This has allowed for a fast harvest pace, though some crops have lost moisture too quickly. Light rain is forecast this week for central areas, and October will likely end on a warm note. pic.x.com/X2I4PGwgzF

Karen Braun · @kannbwx · Oct 21

🇧🇷#Brazil's #soybeans were 18% planted as of Thursday, below last year's rate of 30% and the slowest pace in four years. Improvement is expected given recent showers in the Center-West. Some 48% of first-crop #corn was planted, slightly ahead of the year-ago pace. pic.x.com/vObwL2Ws1l

Pro Farmer · @profarmer · Oct 21

Rain developed as expected in the Central and Southwestern Plains during the weekend, with the greatest amounts in southeastern Colorado and eastern New Mexico, but very little relief from drought occurred in the key wheat production areas of Kansas, Oklahoma or the Texas… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 21

Rain developed as expected in the Central and Southwestern Plains during the weekend, with the greatest amounts in southeastern Colorado and eastern New Mexico, but very little relief from drought occurred in the key wheat production areas of Kansas, Oklahoma or the Texas… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 21

USDA reported daily sales of 169,926 MT of corn for delivery to Mexico, 130,000 MT of corn for delivery to South Korea, 198,192 MT of corn for delivery to unknown destinations and 380,000 MT of soybeans for delivery to unknown destinations.

Each sale was for delivery in the… x.com/i/web/status/1…

Karen Braun · @kannbwx · Oct 21

USDA confirms the following U.S. export sales totaling 498kt (19.6 mln bu) in #corn and 380kt (14 mln bu) in #soybeans pic.x.com/izUK1Jm4Sj

Pro Farmer · @profarmer · Oct 21

The preliminary estimate of agricultural damages from Hurricane Helene alone is staggering, reaching approximately $6.46 billion. This figure includes crop losses, damage to businesses and workers supporting agriculture, and estimated recovery costs.

The damage is about three… x.com/i/web/status/1… pic.x.com/yB9aMEdSol

Andrey Sizov · @sizov_andre · Oct 21

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Andreas Steno Larsen · @AndreasSteno · Oct 21

We have seen a revival of the momentum in the industry again over the past month or so and at already solid levels compared to the weak years 2021-2023 pic.x.com/Hk88Gsn2i3

Andrey Sizov · @sizov_andre · Oct 21

Major crops under pressure amid commodities sell-off

#wheat #corn #soybeans #oatt pic.x.com/HRqIkbwXhi

Andrey Sizov · @sizov_andre · Oct 21

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AgroBrokers · @AgroBrokers · Oct 21

“ADM y Bunge colapsan antes de la publicación de resultados” x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Oct 21

After limited precipitation last week, ECMWF predicts almost no rain for most Russian winter #wheat regions until the end of the month. Precipitation in November will likely be irrelevant—too late. 🌾

The first 2025 crop estimate was published for subscribers last week. Get it… x.com/i/web/status/1… pic.x.com/ECb2Iai3UD

Andrey Sizov · @sizov_andre · Oct 21

Russia & Global #grain market weekly, Oct 14-18, 2024:

* #Wheat Lower Amid Commodities Sell-Off
* Wheat Exports Could Set New Record in October
* Wheat Lower in Rubles
* Russian Winter Wheat Receives Limited Rain; Outlook Drier

More: sizov.report/reports/24316/…

#oatt #blacksea pic.x.com/hiFxR7TDv5

Andrey Sizov · @sizov_andre · Oct 21

It was posted when #wheat (ZWZ) was around 5.90...aged well

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

Andrey Sizov · @sizov_andre · Oct 16

Everything you need to know if you trade #wheat in our mid-week note:

🚨 Russia sets price targets
🌾 Weather & planting pace
⚓ More ships damaged in Odesa
📉 Wheat downside risks

Get the full note with a free trial: sizov.report/reports/24304/…

#OATT #blacksea pic.x.com/ATHeys1JAA

Pro Farmer · @profarmer · Oct 21

Of China’s 11.37 MMT of soybean imports in September, 8.45 MMT originated from Brazil, while 1.71 MMT came from the U.S., a 13-fold surge from last year.

Andrey Sizov · @sizov_andre · Oct 21

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SovEcon · @sovecon · Oct 21

Soft wheat sowing in France has been completed on 10% of the areas, compared to 32% in 2023 and 27% on average over the past five years, reports FranceAgriMer. Sowing has slowed due to heavy rains in the country.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Oct 21

Funds have been covering their shorts in #corn since mid-September, fueling a 50-cent rally. However, as of the week ending October 15, they've significantly increased their net short again, likely due to improved weather in Brazil, stronger DXY, and US harvest pressure.

#OATT… x.com/i/web/status/1… pic.x.com/bECLrg9XaR

Andrey Sizov · @sizov_andre · Oct 21

ADM and Bunge collapse ahead of earnings. Another surprise brewing in ADM's books? 📉

Journalists, please stop blaming this on Russia's #wheat export policy—that’s just ridiculous.

$adm $bg #oatt pic.x.com/BRBTkUBhOO

Andrey Sizov · @sizov_andre · Oct 21

#ADM and #Bunge collapse ahead of earnings. Another surprise brewing in ADM's books? 📉

Journalists, please stop blaming this on Russia's #wheat export policy—that’s just ridiculous.

$adm $bg #oatt pic.x.com/OCXtZfmQVR

Pro Farmer · @profarmer · Oct 21

ICYMI -- Conab released its initial 2024-25 estimate for the Brazilian soybean crop at 166.05 MMT, which would be up 12.7% from the previous season, if realized.

The agency estimated the area planted to grow 2.8% to 116.9 million acres, the lowest year-on-year increase in six… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 20

As U.S. harvest winds down, South American weather will gain increasing attention as producers plant first season crops.

An extended stretch of hot, dry weather has mostly been halted amid rains which have fallen in Brazil’s center west & center south crop areas. @worldwx… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 20

Russia’s tax on wheat exports jumped to 2,121.2 rubles ($22) per metric ton for the week of Oct. 23-29, up from 1,872.0 rubles ($19.44) the previous week. The export tax has surged 59.7% the last two weeks and is 131% above the mid-September level.

Andrey Sizov · @sizov_andre · Oct 20

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Andrey Sizov · @sizov_andre · Oct 18

Dec CBOT #wheat has dropped to a 4-week low… Catching this falling knife might not be the best idea right now, but as we’ve mentioned in recent reports, 'any substantial weakness could be a buying opportunity.'

#oatt #sizovreport pic.x.com/bMQP7qwmGM

Andrey Sizov · @sizov_andre · Oct 20

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Andrey Sizov · @sizov_andre · Oct 18

Why could AgMin’s intervention lead to a short-term INCREASE in Russian #wheat supply?

The Russian wheat price index, used to calculate export taxes, is rising fast due to higher FOB prices and AgMin’s intervention. As the index climbs, so will export taxes in the coming weeks.… x.com/i/web/status/1… pic.x.com/5nipTP3Ucy

Pro Farmer · @profarmer · Oct 20

While the domestic balance sheet has tightened over the past 4 months, the world balance sheet has been concerning. There is some concern that Brazil will top the U.S. as the world's top exporter as China continues to essentially boycott U.S. origin corn.

USDA sees Brazilian… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 20

Gevo, Inc. secured a conditional commitment for a $1.46 billion loan from the U.S. DOE Loan Programs Office for its Net-Zero 1 project. This represents the first-ever large-scale alcohol-to-jet project to receive such a commitment from DOE and aligns with the growing demand for… x.com/i/web/status/1… pic.x.com/z0nl82u0U3

Pro Farmer · @profarmer · Oct 20

Bank CEOs were asked which presidential candidate would be the most supportive of the rural mainstreet economy.

Approximately 85% indicated form President Trump would be the most supportive of the rural economy with 4% Vice-President Harris and the remaining 11% indentifying… x.com/i/web/status/1… pic.x.com/Tpw1rtMSeL

Pro Farmer · @profarmer · Oct 20

The FTC is examining whether Deere has engaged in “unfair, deceptive, anticompetitive, collusive, coercive, predatory, exploitative or exclusionary acts or practices” concerning the repair of agricultural equipment. zurl.co/80J4 pic.x.com/4T9F3Z8VrM

Pro Farmer · @profarmer · Oct 20

China’s meat imports remain weak: Through September, China imported 4.94 MMT of meat
products, down 13.5% from the same period last year

Pro Farmer · @profarmer · Oct 20

A weaker La Niña implies it would be less likely to result in conventional winter impacts, though predictable signals could still influence the forecast guidance, which is the case with the extended outlook.
zurl.co/vC2J pic.x.com/Cz1XdEWEId

Pro Farmer · @profarmer · Oct 20

IMF Managing Director Kristalina Georgieva said global trade is no longer the engine of growth that it once was but was still growing. zurl.co/yT5g pic.x.com/1MH8d5lmR0

Pro Farmer · @profarmer · Oct 19

With a good portion of cotton harvest remaining, weather will continue to be a market focus.

@worldwx notes cotton areas in the Delta & southeastern states will receive a limited amount of rain during the next 10 days, favoring crop maturation & some harvesting.

Pro Farmer · @profarmer · Oct 19

Reduced U.S. beef production and exports amid the smallest herd since the mid-1900s has opened the door for Australia to ship record amounts, including an increase to America.

Australia’s beef shipments to the U.S. rocketed from an average of 11,000 metric tons (MT) a month in… x.com/i/web/status/1…

Pro Farmer · @profarmer · Oct 19

A recent economic study commissioned by the American Soybean Association (ASA) and the National Corn Growers Association (NCGA) highlights the potential negative consequences of a renewed U.S./China trade war on American farmers and rural communities.
zurl.co/DN9x pic.x.com/EuKMN65wHz

Pro Farmer · @profarmer · Oct 19

For the 3rd report in a row, a statewide survey of Iowa land professionals finds the value of tillable cropland declined during the six-month period ending September 1.

Details in the latest LandOwner newsletter (free to download): zurl.co/4nK8

Also includes:
•… x.com/i/web/status/1… pic.x.com/pejn8YG0LK

Pro Farmer · @profarmer · Oct 19

A recent Farm Journal/AgWeb poll reveals diverging opinions between farmers and economists on whether Kamala Harris or Donald Trump would be better for agriculture.

We compare the candidates & break down key points in our latest newsletter:
• What farmers who support… x.com/i/web/status/1… pic.x.com/F1hTtJYv15

Pro Farmer · @profarmer · Oct 19

History strongly suggests the cash hog and wholesale pork markets will work generally lower from this point into the year-end holiday season.

Somewhat surprisingly, the usual seasonal demand surge for hams as Thanksgiving looms generally does not translate into notable strength… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Oct 19

Bring it on! x.com/BrianElsasser2…

Brian Elsasser · @BrianElsasser2 · Oct 19

Wheat has no clue how tight it's going to get x.com/sizov_andre/st…

Pro Farmer · @profarmer · Oct 19

The extended weather outlook from the U.S. Climate Prediction Center (CPC) calls for increased chances of above-normal temps across most of the U.S. aside from far northern areas west of the Great Lakes, where there are “equal chances for above-, below- and normal temps.… x.com/i/web/status/1… pic.x.com/hL9bkajmYp

Pro Farmer · @profarmer · Oct 19

Odds improving for several critical farmer support programs
Farmers are currently focusing on 3 major priorities:
1. Disaster relief for 2023 & 2024 losses, exacerbated by severe hurricanes in the Southeast
2. Economic assistance for the 2024 crop year
3. Completion of… x.com/i/web/status/1… pic.x.com/A18TkNkykX

Pro Farmer · @profarmer · Oct 19

We continue to anticipate production coming in below USDA's estimate, though still expect yield to boast a record.

Both ear counts and populations came in below the September counts in the USDA Crop Production Report and are below a year-ago October counts as well. #corn

Andrey Sizov · @sizov_andre · Oct 18

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Andrey Sizov · @sizov_andre · Oct 18

#Corn is holding pretty well for now...good sales help despite the harvest pressure?

#wheat #soybeans #oatt #sizovreport pic.x.com/VZUBxA4YdJ

Pro Farmer · @profarmer · Oct 18

The Federal Trade Commission (FTC) launched an investigation into Deere & Co., the prominent agricultural equipment manufacturer, over potential antitrust and consumer protection violations related to its repair practices.

Details: zurl.co/bMap pic.x.com/tDTfTqI42q

Pro Farmer · @profarmer · Oct 18

December SRW and HRW wheat futures today scored bearish “outside days” down on the daily charts and closed at technically bearish weekly low closes.

That sets the table for follow-through, chart-based selling pressure early next week.

Market Talk · @markettalkag · Oct 18

Wheat and soybeans took a nosedive into the weekend while livestock trade had solid day and corn was firm. We get end of week market perspective from Tommy Grisafi (@AgBullMedia) from @trust_ati on today's show.

youtube.com/watch?v=Rso4d0…

Market Talk · @markettalkag · Oct 18

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TODDNEELEY · @DTNeeley · Oct 18

Deere Repair Investigation Confirmed dtnpf.com/agriculture/we…

Market Talk · @markettalkag · Oct 18

Also on Friday's episode of Market Talk, we sit down for a conversation with David Widmar (@davidwidmar) from @AgEconomists to discuss supply/demand, exports, interest rates, the farm economy and more.

youtube.com/watch?v=HKN6rv…

Pro Farmer · @profarmer · Oct 18

A risk-off tone has hovered over the grain & soy complexes as of late amid looming geopolitical tensions & the upcoming presidential election, with improving South American weather also reducing potential supply concerns.

Next week is likely to include sideways trade as… x.com/i/web/status/1…

Karen Braun · @kannbwx · Oct 18

The net long was not long-lived. Last week, funds flipped to a bullish stance across U.S. grain & oilseed futures and options, their first in 13 months. But they switched back over to a net short as of Tuesday, driven by heavy net selling across #corn & #soymeal. pic.x.com/YOrOKnUDwb

Market Talk · @markettalkag · Oct 18

We talk with Johnathon Howe, @BrevantseedsUS retail sales agronomist in Indiana, about making the most out of corn harvest. #agtalk #cornharvest #harvestseason

View the full video here: youtube.com/watch?v=A5WSAy… pic.x.com/q3ODXV1gco

Andrey Sizov · @sizov_andre · Oct 18

#Corn is holding pretty well for now...good sales & inspections help despite the harvest pressure?

#wheat #soybeans #oatt #sizovreport pic.x.com/MsjY8780wS

Andrey Sizov · @sizov_andre · Oct 18

#Corn is holding pretty well for now...good sales help despite the harvest pressure?

#wheat #soybeans #oatt #sizovreport pic.x.com/VZUBxA4YdJ

Pro Farmer · @profarmer · Oct 18

Corn sales during the week ended Oct 10, rose 82% from the previous week and noticeably from the four-week average.

Details & comments: zurl.co/156U pic.x.com/tRvODCvktB

Josh Linville · @JLinvilleFert · Oct 18

Homecoming Ag related rivalry burns are the best burns!!! pic.x.com/vQM0EeGq2s

Andrey Sizov · @sizov_andre · Oct 18

Dec CBOT #wheat has dropped to a 4-week low… Catching this falling knife might not be the best idea right now, but as we’ve mentioned in recent reports, 'any substantial weakness could be a buying opportunity.'

#oatt #sizovreport pic.x.com/bMQP7qwmGM

Pro Farmer · @profarmer · Oct 18

Persistent dry weather in southern regions of Australia that suffered frost damage last month is lowering wheat yield potential but the country could still produce an above-average harvest due to favorable weather in other areas.

Still, overall Australian production should come… x.com/i/web/status/1…

Karen Braun · @kannbwx · Oct 18

🇺🇸Last week, U.S. #corn export sales for the current marketing year were the strongest in a year and a half. Unknown (903kt) and Japan (453kt) led the corn sales. #China had 1 mmt of #soybeans (incl. 344kt switched from unknown). Mexico led the week's respectable #wheat sales. pic.x.com/O5lcFrncXC

Andrey Sizov · @sizov_andre · Oct 18

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Karen Braun · @kannbwx · Oct 18

🇺🇸Last week, U.S. #corn export sales for the current marketing year were the strongest in a year and a half. Unknown (903kt) and Japan (453kt) led the corn sales. #China had 1 mmt of #soybeans (incl. 344kt switched from unknown). Mexico led the week's respectable #wheat sales. pic.x.com/O5lcFrncXC

Karen Braun · @kannbwx · Oct 18

🇺🇸Not saying that this is #China, but U.S. #corn export sales to unknown destinations really spiked in the last week, and that hasn't been seen since four years ago when China was buying. Maybe it more so indicates a strong demand year ahead because that was true of 2017/18. pic.x.com/kV10P4HIiy

Josh Linville · @JLinvilleFert · Oct 18

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Agri-Pulse Communications · @agripulse · Oct 18

Agri-Pulse Newsmakers: Oct. 18, 2024:

@AustinScottGA08

@usdafsa
John Berge

@StoneX_Official
@JLinvilleFert

on disaster aid, farm bill, fertilizer availability and prices

Full episode here: agri-pulse.com/media/videos/p…

#agriculture #Milton #Helene #disasteraid #farmbill pic.x.com/bYnyx6Fg2g

Andrey Sizov · @sizov_andre · Oct 18

Yesterday, we sent out a quick note suggesting that $590+ #wheat might be a selling opportunity since that "nuclear" hike didn’t seem justified… it turns out it wasn't a bad call.

#OATT #sizovreport pic.x.com/ouZ7ReOSSK

Andrey Sizov · @sizov_andre · Oct 18

A year has passed since the 'Russian firm EPT struck a historic deal to supply 70 MMT of #grain to #China.' So how much did they actually ship? Suspect it's something around 0...

Total Russian shipments to China during the last 12 months are around 2 MMT. x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Oct 18, 2023

Hmm..my BS detector reading: 8/10...and I haven't seen any confirmation from the Chinese side

"Russia's EPT grain export company has entered into a contract with the China Chengtong state corporation to supply 70 million tons of Russian grains, legumes and oilseeds to China, EPT… x.com/i/web/status/1… pic.x.com/OG3KP8zuLy

Andrey Sizov · @sizov_andre · Oct 18

#Corn chart looks friendly...50DMA and recent highs are taken. It's not matching well with the harvest pressure though. Are you long/short/flat here?

#oatt pic.x.com/yhlkGNyeK2

Andrey Sizov · @sizov_andre · Oct 18

Why could AgMin’s intervention lead to a short-term INCREASE in Russian #wheat supply?

The Russian wheat price index, used to calculate export taxes, is rising fast due to higher FOB prices and AgMin’s intervention. As the index climbs, so will export taxes in the coming weeks.… x.com/i/web/status/1… pic.x.com/5nipTP3Ucy

Karen Braun · @kannbwx · Oct 18

USDA confirms the following U.S. export sales for delivery in 2024/25:
▪️21,000 tonnes of #soyoil to Mexico
▪️125,000 tonnes of #corn to unknown
▪️292,800 tonnes of #soybeans to unknown

Andrey Sizov · @sizov_andre · Oct 18

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Foreign Ag Service · @USDAForeignAg · Oct 18

Private exporters reported to the following activity for MY 2024/2025: 21,000 MT of soybean oil for delivery to Mexico, 125,000 MT of corn to unknown destinations, and 292,800 MT of soybeans received in the reporting period to unknown destinations. ow.ly/fC8H50TOmkq

Pro Farmer · @profarmer · Oct 18

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Andrey Sizov · @sizov_andre · Oct 18

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Darin D. Fessler ✝️ · @DDFalpha · Oct 18

X/N #soybeans have been on a tear higher over last wk leading up to option expiry next wk. Shorts exiting or rolling to deferred months with a fair bit to go. X24 sitting on over 288k contracts of open interest & over 40% of the put open interest is btwn 1040-980. If X goes out… x.com/i/web/status/1… pic.x.com/yIqdgLj7gd

Pro Farmer · @profarmer · Oct 18

PBOC head signals more monetary policy easing...
PBOC governor said on Friday the reserve requirement ratio for commercial lenders could be cut further by 25 to 50 basis points by the year-end depending on liquidity conditions, keeping the door open to more policy easing steps.

Andrey Sizov · @sizov_andre · Oct 18

IGC left the global #wheat crop estimate unchanged at 798 MMT; carry-out stocks lowered by 1 mmt

#oatt pic.x.com/iLSSRvWZul

Andrey Sizov · @sizov_andre · Oct 18

Sizov: "Agricultural markets rose following a report from Bild stating that Ukraine could obtain ‘nuclear weapons within weeks if needed.’ Additional support likely came from the closing of short positions in the October #soybean futures, as trading in that contract is coming to… x.com/i/web/status/1… x.com/sovecon/status…

SovEcon · @sovecon · Oct 18

Russia declared a state of emergency in the Kursk region and the Republic of Kalmykia due to soil drought, local authorities report.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Oct 18

For a 14th straight month, the overall Rural Mainstreet Index (RMI) sank below growth neutral, according to the October survey of bank CEOs in rural areas of a 10-state region dependent on agriculture and/or energy.

Details: zurl.co/CsCD pic.x.com/OB6c4ZCPoy

Josh Linville · @JLinvilleFert · Oct 18

Getting chilly out for the last Middle School football game my kids will ever play!

Time to break out my favorite hoodie!!! pic.x.com/k132G1ZMTc

Pro Farmer · @profarmer · Oct 18

The International Monetary Fund (IMF) warned that wars, trade tensions, high debt and low growth threaten to prolong a lackluster economic era and leave nations without the resources to reduce poverty and confront climate change.

Details: zurl.co/iTdw pic.x.com/BsV72yYN2d

Pro Farmer · @profarmer · Oct 18

The International Grains Council (IGC) raised its 2024-25 global soybean production forecast by 2 MMT to a record 421 MMT, up 26 MMT (6.6%) from last year.

Pro Farmer · @profarmer · Oct 17

ENSO-neutral conditions remain in place, but CPC signals there are 60% odds a weak La Niña event will develop by the end of November and persist through winter.
zurl.co/Lai9 pic.x.com/QynYgvJgmV

Andrey Sizov · @sizov_andre · Oct 17

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Andrey Sizov · @sizov_andre · Oct 17

Good day everyone pic.x.com/35Pi3qFVe8

Andrey Sizov · @sizov_andre · Oct 17

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Andrey Sizov · @sizov_andre · Oct 17

The Russian South finally received some rain (5-20 mm), but it’s likely too little, too late to fully reverse the worst crop conditions seen in many years.

Chart: NDVI for Rostov (#1 wheat growing region) 📉

If you're a subscriber, don’t miss our first outlook for the 2025… x.com/i/web/status/1… pic.x.com/1QoUX6o9jU

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