Latest news from (Twitter)

Pro Farmer
Pro Farmer · @profarmer · Nov 21
Brazil and China signed 37 deals covering agriculture, tech cooperation, trade and investments, infrastructure, industry, energy and mining, among other areas.

For agriculture, the sorghum deal is most notable: zurl.co/qDMi pic.x.com/KRUhYGJDiC
Pro Farmer
Pro Farmer · @profarmer · Nov 21
California Rep. Jim Costa announced his bid to replace Rep. David Scott (D-Ga.) as the top Democrat on the House Ag panel, a key role in shaping the multi-trillion-dollar farm bill negotiations projected to continue into next year.

This marks Costa’s 2nd attempt at the… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Nov 21
Cotton traders will closely scrutinize Thursday morning’s weekly USDA export sales report. Recent reports have shown stepped-up purchases of the U.S. fiber from Pakistan.
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
Farm And Ranch Media Farm And Ranch Media · @farmranchmedia · Nov 20
Do the newly announced Brazil/China agreements on various agriculture products mean much for our markets? Will we see more impacts on wheat, currencies and more amid the escalation of tensions between Russia and Ukraine? And what is going on with feeders leading the cattle… x.com/i/web/status/1… pic.x.com/GJQLM7QiEg
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Corn futures were able to shake off overnight weakness despite notable U.S. dollar strength, notching the highest intraday level in over a week.

Recent export and ethanol demand have kept corn prices alive, with narrowing calendar spreads providing further insight.
Market Talk
Market Talk · @markettalkag · Nov 20
Brevant brand products have been performing well this season in the field. We discuss what is coming down the trait pipeline + insights into their standards. Travis Belt, Portfolio and technology lead for @BrevantseedsUS, joins us for a conversation.

youtube.com/watch?v=nEt7zn…
Josh Linville
Josh Linville · @JLinvilleFert · Nov 20
Retweeted...
RealAgriculture RealAgriculture · @realagriculture · Nov 20
Farmers need to have their “heads on a swivel” regarding #fertilizer price moves @JLinvilleFert of @StoneXOfficial: ow.ly/g3uJ50UbgTT #cdnag #ontag #westcdnag pic.x.com/zh25e0hYrH
Karen Braun
Karen Braun · @kannbwx · Nov 20
Hi, everybody. I am a soybean 👋

🇨🇳Remember this? #China in July 2018 turned its trade war with the USA and the topic of #soybeans into a cartoon for state TV, educating on soy's use & trade before ending with commentary on US politics & Trump.
youtube.com/watch?v=zurorw…
Market Talk
Market Talk · @markettalkag · Nov 20
Do the newly announced Brazil/China agreements mean anything for our markets? What about the continued escalation of Russia/Ukraine tensions impacting the markets? Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins us to discuss.

youtube.com/watch?v=Axvlg6…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 20
Reuters piece: Russian farmers ditch #wheat after heavy losses

My 2021 FT op-ed:

"For those who remember the days of the USSR, the country was the world’s biggest grain importer, buying tens of millions tonnes from the west. Struggling to grow enough crops to feed the… x.com/i/web/status/1… pic.x.com/fxlUhWLCmV
Pro Farmer
Pro Farmer · @profarmer · Nov 20
The same farm bill leaders who couldn’t get a new farm bill in two years are trying a stealth farm bill approach.

Those wanting a more robust Title I safety net want to try another approach: putting some reference price increases and crop insurance reimbursements in a must-pass… x.com/i/web/status/1… pic.x.com/2HYcgqyBXt
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Ethanol production during the week ended Nov. 15 averaged 1.110 million barrels per day (bpd), down 3,000 bpd (0.3%) from the previous week’s record but 87,000 bpd (8.5%) above year-ago.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 20
Brazil and China sign 37 agreements on sideline of G-20 meeting covering Ag, trade, tech & infrastructure. One of note includes opening the door to Brazil grain sorghum sales to China. Brazil raised 175 million bushels of grain sorghum last year, but it is expanding. #oatt
Karen Braun
Karen Braun · @kannbwx · Nov 20
An overview of projected 2024/25 global #sorghum (also known as milo) trade:

USA will grow 13% of the world's sorghum and account for 56% of exports. #Brazil will grow 8% but export nearly none (it isn't really an exporter). #China will account for 88% of the world's imports. pic.x.com/uUPMKmkYMD
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
Karen Braun Karen Braun · @kannbwx · Nov 20
Not sure what the "other" ag products could be or if the reported list is exhaustive, but the opening of new Brazilian ag markets into China was part of a larger agreement between the countries. This is occurring on the sidelines of the G20 summit in Brazil. pic.x.com/7VSq7NGhGu
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
TODDNEELEY TODDNEELEY · @DTNeeley · Nov 20
Most Retail Fertilizer Prices Slightly Higher During Second Week of November dtnpf.com/agriculture/we…
Karen Braun
Karen Braun · @kannbwx · Nov 20
🇨🇳#China imported 8.09 million tonnes (297 mln bu) of #soybeans in October, up 56% from Oct 2023. #Brazil supplied the bulk, #Argentina supplied 1.36 mmt and USA 541kt.

Jan-Oct arrivals from Brazil are +13.6% YOY while arrivals from USA are -13% YOY over the same period. pic.x.com/x47LqIEX5b
Karen Braun
Karen Braun · @kannbwx · Nov 20
Brazil Ag Min says it has opened markets in China for a variety of Brazilian agricultural exports, including sorghum. pic.x.com/hEdsGSRK1W
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Should we call this a “collapse”?

4% decline in GDP in 2024…but 5-6% rebound is expected in 2025. x.com/tpcarney/statu…
Tim Carney Tim Carney · @TPCarney · Nov 19
In your opinion, was @ianbremmer correct? Has Argentina economically collapsed? pic.x.com/DTgpVCHdYU x.com/TPCarney/statu…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 20
#Wheat isn't pricing in any escalation in the Black Sea at the moment...

Join me on November 21 as I discuss the region, trade flows, geopolitics, and their impact on global grain markets in our webinar.

👉 Sign up here: webinar.sizov.report/?utm_campaign=…

#oatt #sizovreport pic.x.com/imb32V95wc
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
Karen Braun Karen Braun · @kannbwx · Nov 20
Brazil Ag Min says it has opened markets in China for a variety of Brazilian agricultural exports, including sorghum. pic.x.com/hEdsGSRK1W
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
Corey Lavinsky Corey Lavinsky · @biofuelslaw · Nov 20
🚨Today, the US Government released a "Roadmap Implementation Framework" for its #SAF Grand Challenge. This report provides SAF stakeholders with an understanding of what capabilities & programs federal agencies currently have in place to implement the roadmap actions. #biofuels pic.x.com/GRcQlzMdCN
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Choice boxed beef prices firmed $1.51 to $308.79 on Tuesday, marking the 2nd straight strong daily gain. Select dropped $3.54 to $271.91.

That increased the Choice/Select spread to a wide $36.88.
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Looks like #corn is cheaper than gravel in Ohio x.com/krabbew/status…
Buckeyefarmer Buckeyefarmer · @krabbew · Nov 19
Corn is really cheap in Ohio pic.x.com/ENaAQuWSjz
Pro Farmer
Pro Farmer · @profarmer · Nov 20
USDA reported daily sales of 202,000 MT of soybeans for delivery to China and 226,200 MT of soybeans for delivery to unknown destinations — each during the 2024-25 marketing year.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 20
#Ethanol stocks rise to 22.6 million barrels in the week ending November 15, up from 22.0 the previous week and up from 21.7 million barrels in the same week last year. #corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 20
#Ethanol production held near record levels at 1,110K barrels per day in the week ending Nov. 15, down slightly from the record 1,113K bpd the previous week, but up from1,023K bpd the previous year. #corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 20
The production of #ethanol utilized an estimated 110.3 million bushels of #corn in the week ending Nov. 15, down from 110.6 million the previous week, but up from 105.2 million bushels in the same week last year. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 20
Marketing year to date #corn use for #ethanol totals an estimated 1.148 billion bushels, versus 1.150 billion bushels at this point last year, and some 42 million bushels above the seasonal pace needed to hit USDA's target for the year. #oatt
Pro Farmer
Pro Farmer · @profarmer · Nov 20
The emphasis on domestic agriculture reflects a broader trend in Mexican policy that could challenge existing trade agreements and alter the dynamics of agricultural exports between the two countries.
zurl.co/EfNZ pic.x.com/2IXMDsywW5
Market Talk
Market Talk · @markettalkag · Nov 20
Retweeted...
Karen Braun Karen Braun · @kannbwx · Nov 20
USDA confirms the following sales of U.S. #soybeans for delivery in 2024/25:
▪️202,000 tonnes to China
▪️226,200 tonnes to unknown
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Reuters piece: Russian farmers ditch #wheat after heavy losses

My 2021 FT op-ed:

"For those who remember the days of the USSR, the country was the world’s biggest grain importer, buying tens of millions tonnes from the west. Struggling to grow enough crops to feed the… x.com/i/web/status/1… pic.x.com/fxlUhWLCmV
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
#Wheat isn't pricing in any escalation in the Black Sea at the moment...

Join me on November 21 as I discuss the region, trade flows, geopolitics, and their impact on global grain markets in our webinar.

👉 Sign up here: webinar.sizov.report/?utm_campaign=…

#oatt #sizovreport pic.x.com/imb32V95wc
Karen Braun
Karen Braun · @kannbwx · Nov 20
USDA confirms the following sales of U.S. #soybeans for delivery in 2024/25:
▪️202,000 tonnes to China
▪️226,200 tonnes to unknown
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Retweeted...
SovEcon SovEcon · @sovecon · Nov 20
As of November 18, Ukrainian farmers had sown 5.1 million ha of winter grains out of a planned 5.2 million ha, according to the Ministry of Agrarian Policy.

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

#oatt #sizovreport
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Russian farmers say they will sow less wheat after heavy losses this year, switching to more profitable crops such as peas, lentils, or sunflowers, Reuters reported.

Winter wheat plantings likely declined by 10% to the lowest since 2019, according to Rusagrotrans, Russia’s… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Is the Dollar Index (#DXY) reversing here or just consolidating before another spike? 🤔

DXY strength has been a major factor in ags weakness, especially #wheat.

#oatt #sizovreport pic.x.com/mw8UKtGmp6
Pro Farmer
Pro Farmer · @profarmer · Nov 20
House Republican tax writers are reaching out to biofuel supply chain stakeholders for input as existing tax credits near expiration, with no replacement guidance yet from the Treasury. The focus is on the 45Z credit established in the 2022 tax-and-climate law.

Read more in… x.com/i/web/status/1… pic.x.com/PkWVZAYUJB
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Mexico has not formally imposed an embargo against U.S. dry beans, but recent agricultural policies under President Claudia Sheinbaum indicate a significant shift toward self-sufficiency in bean production that could reduce reliance on U.S. imports.
zurl.co/6YR8 pic.x.com/f9muflM4Ib
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 20
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 19
#Wheat prices rise as Ukraine reportedly launches its first attack on Russian territory with U.S.-supplied #ATACMS missiles, according to Moscow, marking a major escalation on the war's 1,000th day.

Our analysis in today's note: sizov.report/reports/24647/…

#oatt pic.x.com/xWni2ACamo
Pro Farmer
Pro Farmer · @profarmer · Nov 20
Sen. Cory Booker (D-N.J.), a member of the Senate Ag Committee, is calling on EPA to halt the use of dicamba, a herbicide he said is known to drift and cause damage to millions of acres of sensitive crops.

Dicamba has been used for decades on various crops and non-agricultural… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Wheat futures showed relative strength today and even posted solid gains at mid-morning, though profit-taking and resurgent selling pressure closed futures well off intraday highs.

Wheat futures have been supported by increasing conflict around the Black Sea, as Ukraine used… x.com/i/web/status/1…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 19
Retweeted...
Market Talk Market Talk · @markettalkag · Nov 19
More mixed trade in the markets at midday on Tuesday with wheat adding some war premium, row crops mixed and cattle moving higher. We talk market action with Arlan Suderman (@ArlanFF101) from @StoneX_Official

markettalk.libsyn.com/midday-comment…
Pro Farmer
Pro Farmer · @profarmer · Nov 19
After trending sideways for over a month, the feeder cattle index surged to a more than 3-month high, climbing $1.27 to $252.31 as of Nov. 14.

That strength has fueled the surge in feeder cattle futures as the January contract climbed to a three-and-a-half-month high today,… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Nov 19
December cotton futures notched modest corrective gains as Monday’s low held as support. However, strong technical resistance continued to limit earnest buying interest, along with generally lacking outside market support.
Pro Farmer
Pro Farmer · @profarmer · Nov 19
The Brazilian soybean crop is rated mostly in good condition and more rains are in the forecast. As a result, South American crop consultant Dr. Michael Cordonnier raised his Brazilian soybean crop forecast by 1 MMT to 166 MMT.
Pro Farmer
Pro Farmer · @profarmer · Nov 19
“This is our first preview of the Senate Farm Bill Proposal. There appears to be some benefit to production Ag, however, many of the proposals seem to penalize production ag..."
zurl.co/hqq0 pic.x.com/voPrwCFhFx
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 19
Russian stock market loses 3.2% on today's news

#ATACMS #oatt #wheat pic.x.com/WCUUhtpM17
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 18
Russia's #butter retail prices +30% YOY
Germany's butter retail prices +44% YOY
CNN: Inflation crisis in Russia reaches new highs; supermarkets lock butter

#oatt #food pic.x.com/Bgz4kvAMmA
Josh Linville
Josh Linville · @JLinvilleFert · Nov 19
Last one, I promise

Normal motorcycle riders - "You shouldn't blow grass clippings on the road. It is dangerous for riders."

Ohio motorcycle riders - "Grass clippings? HAHAHAHAHAHAHA!!!"

Note: do not blow grass clippings on the road. It is dangerous. x.com/krabbew/status…
Buckeyefarmer Buckeyefarmer · @krabbew · Nov 19
Corn is really cheap in Ohio pic.x.com/ENaAQuWSjz
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Brazilian soy crush group Abiove projects the country’s soybean crop at 167.7 MMT, a record volume that should also catapult exports and domestic processing to record highs.
Market Talk
Market Talk · @markettalkag · Nov 19
More mixed trade in the markets at midday on Tuesday with wheat adding some war premium, row crops mixed and cattle moving higher. We talk market action with Arlan Suderman (@ArlanFF101) from @StoneX_Official

markettalk.libsyn.com/midday-comment…
Pro Farmer
Pro Farmer · @profarmer · Nov 19
The Biden administration is asking Congress to approve $98.4 billion in emergency aid for disasters, including $24 billion for ag disasters.

The request is for the government’s response and recovery efforts following a series of natural disasters, including Hurricanes Helene and… x.com/i/web/status/1… pic.x.com/Eo29tZe9gf
Josh Linville
Josh Linville · @JLinvilleFert · Nov 19
"Man, gravel is really expensive. I sure wish we could find a cheaper option to cover the road."

Local farmers "I got you fam" x.com/krabbew/status…
Buckeyefarmer Buckeyefarmer · @krabbew · Nov 19
Corn is really cheap in Ohio pic.x.com/ENaAQuWSjz
Josh Linville
Josh Linville · @JLinvilleFert · Nov 19
Overnight, Ukraine used U.S. made missiles to attack inside of Russia, long considered an "act of war" by Putin.

#Fertilizer markets quiet as folks likely sit back to see if there is any fallout.

2023 Russia exports
Urea - #1
UAN - #1
NH3 - usually #1
DAP/MAP - #4
Potash - #2
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Russian stock market -3.2% on today's news

#ATACMS #oatt #wheat pic.x.com/N7y9zGYE8N
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Robin Niblett, a distinguished fellow with London-based think tank Chatham House, offers a sobering assessment of the current state of U.S./China relations in an exclusive interview with the South China Morning Post.
zurl.co/SAfL pic.x.com/6ShwDCChAE
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Russian stock market loses 3.2% on today's news

#ATACMS #oatt #wheat pic.x.com/WCUUhtpM17
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
#Wheat prices rise as Ukraine reportedly launches its first attack on Russian territory with U.S.-supplied #ATACMS missiles, according to Moscow, marking a major escalation on the war's 1,000th day.

Our analysis in today's note: sizov.report/reports/24647/…

#oatt pic.x.com/xWni2ACamo
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Ukrainian Agriculture Minister Taras Vysotskiy told Reuters the country’s winter wheat plantings could increase to 5 million hectares for next year’s harvest from 4.6 million for this year.

That may increase production to 25 MMT from 22 MMT this year.
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Retweeted...
Gaurav kochar Gaurav kochar · @gaurav_kochar · Nov 19
@sovecon forecasts a #wheat production in Russia for 2025 at 81.6 million tons (compared to 80.1 in the previous estimate). The winter wheat production is expected to rise by 1.5 million tons to 54.3 million tons, while the spring wheat production remains unchanged at 27.3… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 19
Retweeted...
SovEcon SovEcon · @sovecon · Nov 19
Andrey Sizov: “Wheat prices strengthened significantly due to heightened tensions in the Black Sea region following reports that Washington authorized Kyiv to use ATACMS long-range missiles against Russia."

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

#oatt #sizovreport
Pro Farmer
Pro Farmer · @profarmer · Nov 19
On the weighted Pro Farmer Crop Condition Index the HRW crop improved 10.2 points.
The SRW CCI rating slipped 0.2 point.

State-by-state ratings & comparisons: zurl.co/f9px pic.x.com/UumDfH4XVv
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Senate Ag Committee ranking member John Boozman (R-Ark.) on X wrote: “An 11th hour partisan proposal released 415 days after the expiration of the current farm bill is insulting. America’s farmers deserve better.”

Details in today's Policy Update report: zurl.co/Iagu pic.x.com/d1L6rLzR6z
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Brazil’s Agriculture Minister Carlos Favaro said the Brazilian government will announce farm agreements with its biggest trade partner China on Wednesday, ahead of scheduled meetings with Chinese President Xi Jinping.

We'll share highlights in Wednesday's Pro Farmer reports.
Josh Linville
Josh Linville · @JLinvilleFert · Nov 19
Retweeted...
RealAgriculture RealAgriculture · @realagriculture · Nov 18
Catch #AgronomicMonday at 430E on @Ruralradio147! @ShaunHaney is joined by @JLinvilleFert of @StoneX_Official to discuss #fertilizer markets, @CharlesBaron w/ @FBNFarmers on using AI for agronomy, @bergennelsonJD of @JohnDeere on harvesting tech, & hear spotlight w/ Kenny… x.com/i/web/status/1… pic.x.com/Jts8mPJuKT
Pro Farmer
Pro Farmer · @profarmer · Nov 19
Corn futures were able to notch gains to begin the week, aided by a corrective rally in wheat and crude oil futures combined with U.S. dollar weakness.

However, as the session progressed, pressure from the soy complex curbed buyer interest in corn, though the December contract… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Retweeted...
Karen Braun Karen Braun · @kannbwx · Nov 18
🇺🇸U.S. winter #wheat conditions jump 5 pct points on the week to 49% good/excellent. Trade expected +2. Double-digit improvements across top states versus late October owing to abundant rains in previously parched areas, including the southern Plains. pic.x.com/PqI8ZfCCLs
Pro Farmer
Pro Farmer · @profarmer · Nov 18
The Biden administration is asking Congress to approve $98.4 billion in emergency aid for disasters, including $24 billion for ag disasters.
Details: zurl.co/SWis pic.x.com/eLVvl8WdH7
Pro Farmer
Pro Farmer · @profarmer · Nov 18
The winter wheat futures markets today saw short covering after prices last week hit 2.5-month lows.
The weaker U.S. dollar index and higher crude oil prices today were supportive outside-market forces.
zurl.co/ZrZU pic.x.com/RXXGHhxU78
Pro Farmer
Pro Farmer · @profarmer · Nov 18
Soybean bulls were encouraged to see prices bounce from overnight weakness, though today’s price action gives little insight into how prices might react the rest of this week.

Daily sales of soybeans, meal and bean oil were supportive this morning, the rare trifecta of daily… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Nov 18
Wheat was the upside leader on Monday, seemingly adding back in some war premium. Corn, soybeans and livestock also found good support and money flow. We talk markets with John Heinberg (@casheagle1) from @TotalFarmMktg to start the week. #agnews

youtube.com/watch?v=rw65j4…
Market Talk
Market Talk · @markettalkag · Nov 18
Some good precip is working across the Plains and Midwest to start the week. Also, are soil temps finally getting to the needed level for some fall application and more? Eric Snodgrass (@snodgrss) with Conduit joins us for our Weekly Weather Update.

youtube.com/watch?v=JS26Zx…
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Russia's #butter retail prices +30% YOY
Germany's butter retail prices +44% YOY
CNN: Inflation crisis in Russia reaches new highs; supermarkets lock butter

#oatt #food pic.x.com/Bgz4kvAMmA
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
This week's winter #wheat condition index score of 338 is the highest in 5 years for this week of the year, and up 25 points from 3 weeks ago. That first score of the year was the 2nd lowest on record to start season. Rain makes grain. #oatt pic.x.com/w1Zewuf9wu
Karen Braun
Karen Braun · @kannbwx · Nov 18
🇺🇸U.S. winter #wheat conditions jump 5 pct points on the week to 49% good/excellent. Trade expected +2. Double-digit improvements across top states versus late October owing to abundant rains in previously parched areas, including the southern Plains. pic.x.com/PqI8ZfCCLs
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
It will be 1,000 days tomorrow since Russia invaded Ukraine. #wheat #oatt
Market Talk
Market Talk · @markettalkag · Nov 18
Retweeted...
Karen Braun Karen Braun · @kannbwx · Nov 18
Now looking like these deals will focus on livestock, at minimum: pic.x.com/W60Ctr3tLI
Pro Farmer
Pro Farmer · @profarmer · Nov 18
Paul Neiffer, @FarmCPA , includes a quick preview of the items that jumped out at him relative to the farm bill details finally released by Senate Ag Chairwoman Debbie Stabenow.

Neiffer’s bottom line: “This is our first preview of the Senate Farm Bill Proposal. There appears to… x.com/i/web/status/1… pic.x.com/wyp5HYUqJq
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Why stop with inheritance tax, comrades 🇬🇧?

Landowners, plant owners, property owners... Nationalize and redistribute everything! Let’s destroy asset values and ‘enable younger generations with new ideas.’ Innovation by obliteration!

#oatt #farmland x.com/ClarksonsFarm1…
ClarksonsFarm ClarksonsFarm · @ClarksonsFarm1 · Nov 18
Absurd, how ridiculous. pic.x.com/beSZ49ldXC
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Why stop with inheritance tax, comrades 🇬🇧?

Landowners, plant owners, property owners... Nationalize and redistribute everything. Let’s destroy asset values and ‘enable younger generations with new ideas.’ Innovation by obliteration!

#oatt #farmland x.com/ClarksonsFarm1…
ClarksonsFarm ClarksonsFarm · @ClarksonsFarm1 · Nov 18
Absurd, how ridiculous. pic.x.com/beSZ49ldXC
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Retweeted...
The Babylon Bee The Babylon Bee · @TheBabylonBee · Nov 18
To Pay Back $20 Million Campaign Debt, Kamala Harris Agrees To Fight Jake Paul buff.ly/4hNpsFb pic.x.com/xlUKwFTKnm
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Nov 18
#Wheat, #corn & #soybeans down week on week amid strong US dollar

#dxy #oatt pic.x.com/VJAxwGu1Xs
Josh Linville
Josh Linville · @JLinvilleFert · Nov 18
Global #urea markets quiet following India concluding their purchase tender last week (secured 1M tons for west coast ports).

Plenty of demand awaits, just a matter of when.

Biggest question is how the market can hold (or not) until demand reappears.
Karen Braun
Karen Braun · @kannbwx · Nov 18
Reuters reporting that #Brazil is set to announce agreements in agriculture with #China on Wednesday. This according to the Brazilian Agriculture Minister. pic.x.com/tPzGbs9QyG
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Adding back a bit of war premium to #wheat today, but largely some bottom picking just above August lows on ideas that further downside in Russian cash prices likely limited, with smaller export quotas coming early next year. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Formalizing what's already occurring among these fellow BRICS members. #oatt x.com/kannbwx/status…
Karen Braun Karen Braun · @kannbwx · Nov 18
Reuters reporting that #Brazil is set to announce agreements in agriculture with #China on Wednesday. This according to the Brazilian Agriculture Minister. pic.x.com/tPzGbs9QyG
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Time will tell whether it matters, but the November '25 #soybean contract posted a bullish key reversal today, trading an outside day higher after posting a contract low early in the session. #oatt
Pro Farmer
Pro Farmer · @profarmer · Nov 18
Weekly wheat inspections during the week ended Nov. 14 declined 157,000 MT from the previous week and missed analysts’ pre-report range by more than 100,000 MT. Corn and soybean inspections were within expectations.

Details & comments: zurl.co/jeLY pic.x.com/UxtQkZnu8i
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 9 million bushels, down from 12 million bushels the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Marketing year to date grain sorghum export inspections essentially match the seasonal pace needed to hit USDA's target, even though sales to date fall short by more than 40 million bushels. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 65 million bushels, even though sales fall short by 20 million bushels. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Nov 18
Marketing year to date #corn export inspections exceed the seasonal pace needed to hit USDA's target by 30 million bushels, while actual sales exceed the pace by more than 260 million bushels. #oatt
Pro Farmer
Pro Farmer · @profarmer · Nov 18
Congressional sources inform that Senate Ag Chairwoman Debbie Stabenow (D-Mich.) has finally decided to release the official text of her farm bill, apparently reacting to pressure from many sides of the issue, including from members of her own party.
zurl.co/AAte pic.x.com/A0Fnt6HHJF
Market Talk
Market Talk · @markettalkag · Nov 18
Retweeted...
American Ag Network American Ag Network · @AmericanAgNet · Nov 18
BREAKING -- Senator Stabenow unveils a $39B farm bill focused on climate-smart farming, disaster aid, and expanding rural infrastructure and SNAP benefits. With limited legislative days left, the question remains: can Congress pass the bill before adjournment?

#FarmBill2024x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Nov 18
China imported 90,000 MT of pork in October, down 10% from September and 1.6% less than last year.
Through the first 10 months of the year, China imported 890,000 MT of pork, down 34.9% from the same period last year.
Andrey Sizov
Andrey Sizov · @sizov_andre · Nov 18
#Wheat, #corn & #soybeans down week on week amid strong US dollar

#dxy #oatt pic.x.com/VJAxwGu1Xs
Accounts we follow:
Back to top