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Market Talk
Market Talk · @markettalkag · Feb 22
Many farmers are having to make some tough calls on whether to deliver or roll basis contracts again. We discuss what options you have with Bryan Doherty from @TotalFarmMktg plus we talk to Dr. Lisa Becton from @swine_health about JEV prevention in hogs.

markettalkag.com/2024/02/22/thu…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 22
While Matif #wheat is trading near a 3-year low, the new French crop outlook is grim....share of crop in good/excellent condition is substantially below average on challenging weather conditions

#oatt #agwx #sizovreport pic.twitter.com/yeDhxus339
Karen Braun
Karen Braun · @kannbwx · Feb 22
🌽CBOT #corn is flirting with sub-$4/bu. Thursday's low ($4.04-1/4) is the front-month contract's lowest since Nov. 13, 2020. But that 11/13/20 price is more like $4.80 in today's dollars, considering inflation.

$4 corn in 2024 is not the same as $4 corn in 2020.
Karen Braun
Karen Braun · @kannbwx · Feb 22
This is the first daily sale of U.S. #sorghum since Jan. 18, 2022 (126kt to unknown) and first explicitly to #China since Jan. 22, 2021 (60kt old crop, 63kt new crop).

It is the largest daily sale of U.S. sorghum explicitly to China since Dec. 18, 2017 (168kt). x.com/kannbwx/status…
Karen Braun Karen Braun · @kannbwx · Feb 22
USDA confirms the sale of 126,000 tonnes of U.S. #sorghum for delivery to #China in 2023/24.
Josh Linville
Josh Linville · @JLinvilleFert · Feb 22
#Phosphate remains tough for North America.

Yesterday, a prompt NOLA #DAP barge traded at $610.

Today, Dec '24 #corn is $4.53.

That puts the ratio at 135...

...Only 2008 has been a worse ratio than where the market is right now.

Early spring is keeping DAP tight.
Josh Linville
Josh Linville · @JLinvilleFert · Feb 22
Imitation is the best form of flattery

I find myself having to say that more and more these days!!!!
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
A bit of historical perspective of when December #corn offers opportunities to beat harvest prices and variable costs. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
#Ethanal stocks slipped to 25.5 million barrels in the week ending February 16, down from 25.8 million the previous week, and slightly below the 25.6 million barrels on hands a year ago. #corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
#Ethanol production rose to 1,084K barrels per day in the week ending February 16, up from 1,083K the previous week, and up from 1,029K bpd in the same week last year. #oatt #corn
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
The production of #ethanol utilized an estimated 109.5 million bushels of corn in the week ending Feb. 16, up from 109.4 million the previous week, and up from 101.2 million bushels in the same week last year. #corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
Estimated marketing year to date #corn use for #ethanol totals 2.518 billion bushels, up 126 million or 5.3% from the previous year's pace, and more than 80 million bushels above the seasonal pace needed to hit USDA's target for the year. Cheap corn buys demand. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
Here's a chart showing costs and price opportunities for #soybeans, similar to the one I posted for #corn. #oatt
Josh Linville
Josh Linville · @JLinvilleFert · Feb 22
N.A. #fertilizer is in an interesting place.

On the one hand, the fall run was huge which emptied the system. This early spring start means inventories EXTREMELY tight.

On the other, Dec '24 #corn has fallen from $5.10 - $5.25 range to current $4.53. DEVASTATING to income.
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
European Union farmers have asked the EU parliament to limit the free trade measures put in place in solidarity with Ukraine that they say are endangering the bloc’s economies and its single market.

#farmersprotests2024 #FarmerProtest

bnnbloomberg.ca/eu-farmers-pus…
Karen Braun
Karen Braun · @kannbwx · Feb 22
USDA confirms the sale of 126,000 tonnes of U.S. #sorghum for delivery to #China in 2023/24.
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
Still amazed how/why folks in #Germany decided to destroy its #nuclear sector (to burn more fossil fuels at the end of the day) x.com/SallyMayweathe…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
Nice action in Matif May #wheat, easily broke above 200 EUR...will it become a support?

The continuous May chart says it could.

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
Russian #wheat export prices slid to the lowest since 2020 - SovEcon

#oatt #blacksea #sizovreport

blog.sizov.report/russian-wheat-…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
$dxy x.com/MoHossain/stat…
Mo Hossain Mo Hossain · @MoHossain · Feb 21
Fed Minutes Show Unease Over Premature Cuts

Only two officials highlighted the risks of keeping rates too high for too long at last month’s policy meeting
wsj.com/economy/centra… pic.twitter.com/LY1bTJWRPY x.com/mohossain/stat…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 22
Retweeted...
Market Talk Market Talk · @markettalkag · Feb 21
We also had a great conversation with Arlan Suderman (@ArlanFF101) from StoneX in our Midday Commentary looking at the trade action on Wednesday. #OATT open.spotify.com/episode/5r1a9u…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
While Matif #wheat is trading near a 3-year low, the new French crop outlook is grim....share of crop in good/excellent condition is substantially below average on challenging weather conditions

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
Retweeted...
SovEcon SovEcon · @sovecon · Feb 22
As expected yesterday, the price increase on Tuesday proved to be short-lived, with prices declining again on Wednesday amid dominant bearish market trends, including weather conditions in South America.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 22
risk on
three dollars #corn? x.com/KobeissiLetter…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 22
risk on
three dollars #corn? x.com/KobeissiLetter…
The Kobeissi Letter The Kobeissi Letter · @KobeissiLetter · Feb 22
Nvidia, $NVDA, had expectations that were just about as high as they could get.

This was, by far, one of the most widely anticipated earnings reports of all time.

And, they beat expectations in just about every metric possible.

It's a $1.7 TRILLION company that posted 265%… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
The Babylon Bee The Babylon Bee · @TheBabylonBee · Feb 21
Black Woman Finally Feels Included As Google A.I. Generates Black Nazi Soldier buff.ly/3IsfAAl
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 21
One of the last coal sheep. Most are electric now.

Source: @MrCataclysme

#oatt #livestock #GreenDeal pic.twitter.com/P6W8JxANqQ
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 21
Milling #wheat (12.5%) bids in Novorossiysk, the main Russian export terminal:

Jan 2019: 15,000 rub/mt = $231/mt = $6.3/bu
Feb 2019: 13,600 rub/mt = $208/mt = $5.6/bu

Feb 2024: 13,400 rub/mt = $146/mt = $4.0/bu

#oatt #blacksea #sizovreport x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 21
Poland calls on the EU to help resolve the dispute with Ukraine: "The voice of the European Commission will be very important" ....and more money from the EU budget?

#oatt #FarmersProtest x.com/lockedlimit/st…
Market Talk
Market Talk · @markettalkag · Feb 21
What do SRW Wheat/Copper, soybeans/hogs and corn/feeders have in common? We examine some interesting chart relationships today with Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics. Also, an agronomic update heading into 2024 with Brian Weihmeir from @LGSeeds. #soybeanstwitter.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Feb 21
We also had a great conversation with Arlan Suderman (@ArlanFF101) from StoneX in our Midday Commentary looking at the trade action on Wednesday. #OATT open.spotify.com/episode/5r1a9u…
Karen Braun
Karen Braun · @kannbwx · Feb 21
🇦🇷#Argentina's Rosario grains exchange cuts the 2023/24 soy and corn harvests due to a heatwave in late Jan/early Feb. New estimates are (in million metric tons):
#Soybeans 49.5 (was 52)
#Corn 57 (was 59)
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Pedro is being a bore again
(He's right)

#oatt x.com/PHDChicago/sta…
Pedro H Dejneka Pedro H Dejneka · @PHDChicago · Feb 21
PSA: Any take stating that 🇧🇷 will "greatly reduce" #soybean planted area next year due to either low prices or the "farmer bankruptcy" headlines making the rounds is INCREDIBLY wrong and simply shows a complete lack of knowledge of how agriculture really works in Brazil pic.twitter.com/BRj2icJnxc
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 21
Interesting chart that speaks volumes. #corn #oatt
Josh Linville
Josh Linville · @JLinvilleFert · Feb 21
In August 2022, Dutch TTF (European nat gas) rallied to just over $100MMbtu. The outlook was grim after losing Russian shipments. Few thought it could go lower.

Today, every month thru August 2024 is sub $8MMbtu and every future month is single digits.

Amazing turnaround.
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Another day of unchanged Gulf basis for nearby SRW #wheat. It has been flat all of February, while the ZWH/ZWK spread rallied +10 cents into backwardation. What am I missing here?

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Milling #wheat (12.5%) bids in Novorossiysk, the main Russian export terminal:

Jan 2021: 15,000 rub/mt = $231/mt = $6.3/bu
Feb 2021: 13,600 rub/mt = $208/mt = $5.6/bu

Feb 2024: 13,400 rub/mt = $146/mt = $4.0/bu

#oatt #blacksea #sizovreport x.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 21, 2019
Bids in Russian ports continue to go down. 12.5% #wheat today is quoted around 13,600 rub/mt ($208) CPT Novo, prices were around 15,000 rub two weeks ago. Farmers slowly increase sales. More in our report: sizov.report/?utm_source=tw… pic.twitter.com/iPSJJPsyEu
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Milling #wheat (12.5%) bids in Novorossiysk, the main Russian export terminal:

Jan 2019: 15,000 rub/mt = $231/mt = $6.3/bu
Feb 2019: 13,600 rub/mt = $208/mt = $5.6/bu

Feb 2024: 13,400 rub/mt = $146/mt = $4.0/bu

#oatt #blacksea #sizovreport x.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 21, 2019
Bids in Russian ports continue to go down. 12.5% #wheat today is quoted around 13,600 rub/mt ($208) CPT Novo, prices were around 15,000 rub two weeks ago. Farmers slowly increase sales. More in our report: sizov.report/?utm_source=tw… pic.twitter.com/iPSJJPsyEu
Karen Braun
Karen Braun · @kannbwx · Feb 21
Some may disagree, but it's never too early to start thinking about next year. CBOT Nov25 #soybeans to Dec25 #corn ratio is sitting at an above-average 2.38 right now. The closest recent years through this point are 2015, 2018, 2019 & 2023 (but trading in 2014, 2017, 2018, 2022).
Karen Braun
Karen Braun · @kannbwx · Feb 21
Considering the past 15 years or so, the dynamic between new-crop CBOT #soybeans and #corn is most similar to 2014 at this point. A bean/corn ratio around 2.5 is above the long-term average and closer to favoring soybeans, though the advantage isn't strong like in 2021.
Karen Braun
Karen Braun · @kannbwx · Feb 21
🇺🇦Farmers in #Ukraine want to switch some #corn area to #soybeans for the 2024 harvest because of better profitability potential, though scarce funding will be limiting. Ukraine's corn area could drop this year, but the expected degree varies among analysts.
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Poland: "The voice of the European Commission will be very important" ....and more money from the EU budget?

#oatt #FarmersProtest x.com/lockedlimit/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Poland calls on the EU to help resolve the dispute with Ukraine: "The voice of the European Commission will be very important" ....and more money from the EU budget?

#oatt #FarmersProtest x.com/lockedlimit/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
A big move in #wheat yesterday on mostly nothing (but OI rose a bit)...if it's something substantial, we could see more buying today, probably from ~ 5.7.

Last Friday's takeaway from our weekly note:

"With new contract lows everywhere it’s hard to be bullish wheat. We are not… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
A big move in #wheat yesterday on mostly nothing (but OI rose a bit)...if it's something substantial, we could see more buying today, probably from ~ 5.7.

Last Friday's takeaway from our weekly note:

"With new contract lows everywhere it’s hard to be bullish wheat. We are not… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
A big move in #wheat yesterday on mostly nothing (but OI rose a bit)...if it's something substantial, we could see more buying today, probably from ~ 5.7.

Last Friday's takeaway from our weekly note:

"With new contract lows everywhere, it’s hard to be bullish wheat. We are not… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
One of the last coal sheep. Most are electric now.

Source: @MrCataclysme

#oatt #livestock #GreenDeal
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
SovEcon SovEcon · @sovecon · Feb 21
On Tuesday, grain prices rebounded amid weakening U.S. dollar and the absence of bearish news. The rebound may be short-lived, with prices likely to continue falling in the absence of new bullish stories.

More: blog.sizov.report/sovecon-russia…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Another spike in global Panamax freights amid Houthi attacks. Since early February, the Baltic Index has risen 19%. Not friendly EU and Black Sea #grain and #wheat.

#oatt
Market Talk
Market Talk · @markettalkag · Feb 21
Retweeted...
Karen Braun Karen Braun · @kannbwx · Feb 20
🇺🇸The Biden admin is expected to approve year-round sales of E15 gasoline (blended with 15% #ethanol), but with a start date in 2025. The U.S. govt restricts sales of E15 gas in the summer due to smog concerns. pic.twitter.com/rw4VS45TZP
Market Talk
Market Talk · @markettalkag · Feb 21
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Karen Braun Karen Braun · @kannbwx · Feb 20
🇧🇷Amid its ongoing crop tour, Agroconsult has reduced 2023/24 production for #Brazil's #soybeans to 152.2 million tonnes from 153.8 mmt previously due to adverse weather in key states. pic.twitter.com/kKEs9oXZgV
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 20
Impressive price action in #wheat....a dead cat or something bigger? A close around 5.7 would be friendly

#oatt #sizovreport pic.twitter.com/EsGkgqsHyo
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 20
Subscribers only: #Ukraine crop and S&D update

* 2023 #corn crop estimate upped as late harvest continues
* New #wheat crop estimate revised up 0.2 mmt to 19.8 mmt
* 2023/24 export estimates increased thanks to Odesa shipments

More: sizov.report/reports/21769/…

#oatt #graintwitter.com/i/web/status/1… pic.twitter.com/mFnYGsa4rx
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Feb 20
"The Greek-flagged, U.S.-owned bulk carrier Sea Champion reported being targeted twice by missiles, with one causing minor damage to the ship and the other landing in the water nearby.

The ship was carrying grain from Argentina to Yemen’s port of Aden."

#oatttwitter.com/i/web/status/1… pic.twitter.com/RGKBQQlClX
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
There's a theory circulating in Brazil that #soybean acreage may have been expanding faster than most previously thought - upward adjustments of last year's production - which means that this year's crop, although hurt, may be bigger than feared. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Retweeted...
Michelle Rook Michelle Rook · @michellerookag · Feb 20
Markets Now YouTube Video: #Grains end higher on fund short covering but what triggered it? #Cattle make new highs then end mixed, while #hogs were pushed by higher cash/cutouts. @ArlanFF101 @StoneX_Official
has details. @FarmJournal @AgDayTV
youtube.com/watch?v=2rfB_K…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Retweeted...
Michelle Rook Michelle Rook · @michellerookag · Feb 20
Markets Now podcast: #Grains end higher on fund short covering but what triggered it? #Cattle make new highs then end mixed, while #hogs were pushed by higher cash/cutouts. @ArlanFF101 @StoneX_Official has details. @FarmJournal @AgDayTV
omny.fm/shows/markets-…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Retweeted...
Michelle Rook Michelle Rook · @michellerookag · Feb 20
Markets Now Video: #Grains end higher on fund short covering but what triggered it? #Cattle make new highs then end mixed, while #hogs were pushed by higher cash/cutouts. @ArlanFF101 @StoneX_Official has details. @FarmJournal @AgDayTV
agweb.com/markets/market…
Karen Braun
Karen Braun · @kannbwx · Feb 20
🇧🇷Amid its ongoing crop tour, Agroconsult has reduced 2023/24 production for #Brazil's #soybeans to 152.2 million tonnes from 153.8 mmt previously due to adverse weather in key states.
Josh Linville
Josh Linville · @JLinvilleFert · Feb 20
Guess where the bulk of the spring NH3 application runs...cannot stress enough how an early spring start affects available supplies. x.com/empirewx/statu…
Empire Weather Empire Weather · @empirewx · Feb 20
The atmosphere has some work to do across the Midwest and Ohio Valley. Current 16-inch soil moisture displays a large deficit across due to the lack of precipitation (rain and snow) this winter. #agwx #plant24 pic.twitter.com/J3ieHWQhZC
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Told you
+2 cents today x.com/sizov_andre/st…
Market Talk
Market Talk · @markettalkag · Feb 20
We had a stellar marketing conversation today with Matt Bennett (@chief321) from @AgMarket_Net about where these markets are at and what producers need to keep in mind to work through it. We also talk grain bin safety with Jana Davidson from @PAFSafetyDays!… twitter.com/i/web/status/1…
Karen Braun
Karen Braun · @kannbwx · Feb 20
From Tuesday AM:

USDA confirms the sale of 155,000 tonnes of U.S. #corn for delivery to Japan in 2024/25 and the sale of 228,000 tonnes of U.S. #soymeal for delivery to the Philippines in 2023/24.

FYI Japan already had 118kt U.S. corn on the books for 24/25, less than year ago.
Josh Linville
Josh Linville · @JLinvilleFert · Feb 20
Spring is starting early for a lot of the Midwest U.S.

We had a huge fall run that emptied the system. Make sure you are talking to your retailer about coming needs/timing/etc. If the run doesn't get stopped, resupply might get harder to find.
Karen Braun
Karen Braun · @kannbwx · Feb 20
🇺🇸The Biden admin is expected to approve year-round sales of E15 gasoline (blended with 15% #ethanol), but with a start date in 2025. The U.S. govt restricts sales of E15 gas in the summer due to smog concerns.
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Impressive price action in #wheat....a dead cat or something bigger? A close around 5.7 would be friendly

#oatt #sizovreport
Josh Linville
Josh Linville · @JLinvilleFert · Feb 20
Rumor on the street is China loosening #phosphate export restrictions. Big deal for world's biggest exporter.

This could be a big bearish event...eventually. Unfortunately, nearby supplies are still tight and it will take a bit for China to come back to form...when they do.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Export inspections for the week ending Feb. 15 (mln bu): #corn 36.2, grain sorghum 12.4, #soybeans 43.6, #wheat 14 #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Export inspections for shipment to China in the week ending Feb. 15 (mln bu): #corn .02, grain sorghum 12.4, #soybeans 24.2, #wheat 2.2 #oatt
Karen Braun
Karen Braun · @kannbwx · Feb 20
🇺🇸U.S. export inspections were in line with expectations last week. 55% of the inspected #soybeans were destined for #China along with one #wheat cargo but no #corn. #Sorghum inspections hit a two-month high (all China).
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Marketing year to date #corn export inspections exceed the seasonal pace needed to hit USDA's target by 15 million bushels, up slightly from 13 million the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Marketing year to date #soybean export inspections fall short of the seasonal pace needed to hit USDA's target by 22 million bushels, versus being short by 25 million bushels the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Marketing year to date grain sorghum export inspections exceed the seasonal pace needed to hit USDA's target by 35 million bushels, up from 29 million the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Feb 20
Marketing year to date #wheat export inspections fall short of the seasonal pace needed to hit USDA's target by 54 million bushels, unchanged on the week. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Retweeted...
ian bremmer ian bremmer · @ianbremmer · Feb 20
now reinstated.
give her a follow: @yulia_navalnaya pic.twitter.com/PhNskn6Z0l
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
-$13/mt to the previous #wheat tender a week ago x.com/ACOMRB/status/…
Rb Rb · @ACOMRB · Feb 20
Jordan Wheat Tender no. 50.2024.08 Closing 20/02/2024 got 8 participants.
MIT purchased 50k from Farm Sense at $240.50 to be shipped shMay
Other offers were:
CHS $249.35
Cargill $248.30
Cerealcom $245.00
Buildcom $251.43
Ameropa $247.78
Grain Flower $ 252.00
Andersons $251.79
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Polish farmers continue to block Ukrainian #grain. Can't see much sense from a market perspective: volumes are small for Poland and Ukraine, especially compared to what they were in the past.

Why? To make Brussels and Tusk, “the most pro-Ukrainian politician in Europe”, look… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Polish farmers continue to block Ukrainian #grain. Can't see much sense from a market perspective: volumes are small for Poland and Ukraine, especially compared to what they were in the past.

Why? To make Brussels and Tusk, “the most pro-Ukrainian politician in Europe”, look… twitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Retweeted...
The Babylon Bee The Babylon Bee · @TheBabylonBee · Feb 19
Awkward: Putin And Zelensky Both Show Up At Same Biden Rally buff.ly/3uKPTra pic.twitter.com/5Rx0Ppz9hE
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Subscribers only: #Ukraine crop and S&D update

* 2023 #corn crop estimate upped as late harvest continues
* New #wheat crop estimate revised up 0.2 mmt to 19.8 mmt
* 2023/24 export estimates increased thanks to Odesa shipments

More: sizov.report/reports/21769/…

#oatt #graintwitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Matif #wheat tries to consolidate below 200 EUR...no fresh lows, so far. Has this knife reached the bottom?

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
Retweeted...
SovEcon SovEcon · @sovecon · Feb 20
On Sunday and Monday, Houthi forces attacked two ships passing through the Suez Canal. The first ship sustained no significant damage; the second vessel was seriously damaged, leading to the evacuation of its crew.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
"The Greek-flagged, U.S.-owned bulk carrier Sea Champion reported being targeted twice by missiles, with one causing minor damage to the ship and the other landing in the water nearby.

The ship was carrying grain from Argentina to Yemen’s port of Aden."

#oatttwitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
"The Greek-flagged, U.S.-owned bulk carrier Sea Champion reported being targeted twice by missiles, with one causing minor damage to the ship and the other landing in the water nearby.

The ship was carrying grain from Argentina to Yemen’s port of Aden."

#oatttwitter.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 19
#Grain prices and farmers' P&L are the key reasons
Other ag equipment makers' guidances are weak as well

#FarmersProtest2024 x.com/bushelperacre/…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
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Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 19
Russia & Global #grain market weekly, Feb 12-16, 2024:

* #Wheat sharply lower after USDA forum
* Russian wheat shipments speeding up
* Wheat down in rubles
* Volga Valley to face cold snap

More: sizov.report/reports/21746/…

#oatt #blacksea #sizovreport pic.twitter.com/abFUIUkncW
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 19
All grains down WOW after USDA Ag Outlook Forum, S.A. weather remains friendly for the new #corn and #soybeans crop.

Are #oats trying to tell us something? +6%...

#oatt #agwx #wheat pic.twitter.com/OajXbCx4vY
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 20
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Andrey Sizov Andrey Sizov · @sizov_andre · Feb 19
Part of Russian winter #wheat is to face a serious cold snap shortly, with minimum temperatures dropping to -20-25C / ~-10F

#oatt #agwx #sizovreport pic.twitter.com/o26Vxb3nPF
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
Part of Russian winter #wheat is to face a serious cold snap shortly, with minimum temperatures dropping to -20-25C / ~-10F

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
🚀🚀🚀 x.com/BX825returns/s…
BX BX · @BX825returns · Feb 19
Unchanged in corn this morning. That's a start. pic.twitter.com/FkwNxPuLfc
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
#Grain prices and farmers' P&L are the key reasons
Other ag equipment makers' guidances are weak as well x.com/bushelperacre/…
bu/ac bu/ac · @bushelperacre · Feb 18
John Deere outlook for 2024 down 10-15%. All Q4 sales down compared to other brands.
Is $1 million+ equipment too much?
Are grain prices too low to justify big purchases?
Interest rates jumped too high?
Are competitors launching better value equipment?
Or all of the above? pic.twitter.com/dS3iHl54vW
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
#Grain prices and farmers' P&L are the key reasons
Other ag equipment makers' guidances are weak as well

#FarmersProtest2024 x.com/bushelperacre/…
bu/ac bu/ac · @bushelperacre · Feb 18
John Deere outlook for 2024 down 10-15%. All Q4 sales down compared to other brands.
Is $1 million+ equipment too much?
Are grain prices too low to justify big purchases?
Interest rates jumped too high?
Are competitors launching better value equipment?
Or all of the above? pic.twitter.com/dS3iHl54vW
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
$6 #corn by march x.com/NoContextBrits…
No Context Brits No Context Brits · @NoContextBrits · Feb 19
What’s he saying? Wrong answers only. pic.twitter.com/XQdkxIePqS
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
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Fiery Undertones Fiery Undertones · @FUndertones · Feb 19
I know nothing about cocoa S&D's but this is usually when you want to sell... x.com/JavierBlas/sta…
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
All grains down WOW after USDA Ag Outlook Forum, S.A. weather remains friendly for the new #corn and #soybeans crop.

Are #oats trying to tell us something? +6%...

#oatt #agwx #wheat
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
#GreenDeal #oatt x.com/gemoscatelli/s…
Gerardo Moscatelli Gerardo Moscatelli · @gemoscatelli · Feb 19
Grains and oilseed prices below the cost of production are going to affect the entire supply chain and ecosystem: credit, fertilizers, warehouses, ports, processing, valuation of ag commodity traders.
I'm sure the ESG green certification experts have a solution for this. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
Is the rally in MLH/MLK spread over? Has someone bought enough of March #wheat, at last?

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Feb 19
Maria says hi
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