Farmbucks News

Market Talk · @markettalkag · Dec 21

As we close out the week, we get an update on South America's crops and ideal weather conditions with Dr. Michael Cordonnier of Soybean and Corn Advisor Inc.

youtu.be/8DdnbM3xo4A

Market Talk · @markettalkag · Dec 21

Also on today’s show, we take a look at the year in the markets and look ahead to 2025 with Steve Nicholson, Global Sector Strategist for Grains & Oilseeds with @RaboFoodAgri.

youtu.be/Rzl1xEqL0f0

Karen Braun · @kannbwx · Dec 20

A trade-dispute panel Friday ruled that Mexico's restrictions on U.S. GMO #corn would violate the USMCA and that Mexico's claims about GMO corn are not based on science.
reuters.com/markets/commod…

Karen Braun · @kannbwx · Dec 20

📉Here's the status of most-active CBOT futures on December 20th (plus departure from year-ago):

#Corn 4yr low for the date (-5% YOY)
#Wheat 6yr low for date (-13% YOY)
#Soybeans 5yr low for date (-26% YOY)
#Soymeal 9yr low for date (-22% YOY)
#Soyoil 4yr low for date (-21% YOY)

Pro Farmer · @profarmer · Dec 20

China’s Sinograin has bought nearly 500,000 MT of U.S. soybeans this week for shipment in March and April, paying more for U.S. supplies for state reserves rather than buying cheaper Brazilian beans, two U.S. traders familiar with the deals told Reuters.

farmbucks.com · @farmbuckscom · Dec 20

Retweeted...

Pedro H Dejneka · @PHDChicago · Dec 20

🇺🇸 SOYBEAN & CORN planted area

Debate on U.S. farmers' planting intentions for 25/26 is ON

Lots yet to happen, but the scenario below cannot be ruled out

- CORN: 95 m acres or 38.4 m ha / +4.7% y/y
- BEANS: 84 m ac or 34 m ha / -3.1% y/y

With the soybean/corn ratio already… x.com/i/web/status/1… pic.x.com/HOAuhAMwFx

Karen Braun · @kannbwx · Dec 20

Money managers as of Dec. 17 were RECORD net short CBOT #soymeal futures & options - 88,971 contracts. Old max: 77,112 in Feb. 2020.

Most-active contract hit 4.5yr lows Tuesday and spot hit 8.5yr lows Thurs. But most-active jumped ~4% Friday - first $300+ settle since Oct. 30. pic.x.com/MjefyzOoLQ

Andrey Sizov · @sizov_andre · Dec 20

What are you doing, #corn? 🌽 Thought the consensus was we’d “never see $4.50 again”…

#oatt pic.x.com/Bz3vYdPQX7

Arlan Suderman · @ArlanFF101 · Dec 20

fb.org/market-intel/w…

Arlan Suderman · @ArlanFF101 · Dec 20

Retweeted...

Commodity Wx Group · @commoditywx · Dec 20

Strongest East Coast cold of season so far coming this weekend and Monday before super-warm period between Christmas Eve and New Year's Eve. pic.x.com/lmDcIr8JDK

Arlan Suderman · @ArlanFF101 · Dec 20

Retweeted...

Commodity Wx Group · @commoditywx · Dec 20

After super-warm end of December, end of medium range models and subseasonal guidance still featuring return to cold pattern by early January. pic.x.com/dmFGj3LPr9

Pro Farmer · @profarmer · Dec 20

Approximately one in four bankers report their local economy was either currently in a recession or would enter a downturn in 2025. The remaining three of four bankers expect slow growth but no recession for 2025.
zurl.co/w254T pic.x.com/7DzKrt73aZ

Karen Braun · @kannbwx · Dec 20

Spot CBOT #soymeal futures on Thursday bottomed at $278.50 per short ton, the contract's lowest since April 11, 2016. By the time of this post (Friday mid-session), they were already up 4.7% from that low. pic.x.com/Wet1AHYfbK

Josh Linville · @JLinvilleFert · Dec 20

Please do not show this video to any dad's. Their kids will suffer!!!! x.com/JeffreyMHough1…

Saddletramp69 · @JeffreyMHough1 · Dec 20

Early to bed. I’ll leave ya’ll with this one. pic.x.com/zGUWLhwF4p

Andrey Sizov · @sizov_andre · Dec 20

SovEcon trimmed the Russian #wheat production forecast for 2025. 🌾 Not a disaster, but significantly below the average.

#oatt #agwx #sizovreport pic.x.com/S73W1rUkNF

Arlan Suderman · @ArlanFF101 · Dec 20

Next week's trade is expected to be much thinner with a short day on Tuesday and markets closed on Wednesday for the Christmas Holiday. Squaring positions ahead of that providing some support for grains / oilseeds at these low price levels. #oatt #corn #soybeans #wheat

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 20

@KirillVinograd1 For #India, food imports, including #wheat, are a highly political issue. With a rural population of ~70%, politicians often prioritize buying farmers’ votes—no surprises there.

#oatt

Andrey Sizov · @sizov_andre · Dec 20

Some fresh #wheat demand coming? 🇹🇷

Turkey plans to ease #wheat import restrictions, considering a shift from the 15/85 (import/TMO purchases) scheme to 25/75.

Source: sizov.report/?utm_campaign=…?. .

#wheat #Turkey #oatt

Andrey Sizov · @sizov_andre · Dec 20

Russian #wheat export quota is set at 10.6 MMT, below the earlier announced 11.0 MMT. It will be effective from February 15 to June 30. (Reports calling it “quota for the second half of the season” are incorrect).

New Russian 24/25 S&D and first 25/26 forecasts will be published… x.com/i/web/status/1… pic.x.com/qzqPGvvP0R

Karen Braun · @kannbwx · Dec 20

USDA confirms the sale of 150,000 tonnes of U.S. #corn for delivery to Colombia in 2024/25.

Andrey Sizov · @sizov_andre · Dec 20

Reuters: Malaysian palm oil futures ended lower on Friday and posted a second consecutive weekly loss, pressured by sluggish export demand.

The benchmark #palm oil contract for March delivery on the Bursa Malaysia Derivatives Exchange fell 74 ringgit, or 1.64%, to 4,434 ringgit… x.com/i/web/status/1… pic.x.com/BeiGQVWH8q

Josh Linville · @JLinvilleFert · Dec 20

USDA committed to giving $500M to help lower fertilizer values.

- Nitrogen is high due to global inventory tightness.
- Phosphate is extremely high due to global inventory tightness.
- Potash is very well supplied/priced.

Guess which one just got an $80M grant... pic.x.com/QaXl4OcqxO

Andrey Sizov · @sizov_andre · Dec 20

#Wheat prices in India are around $360/mt...

#oatt x.com/IGrain_India/s…

IGrain India Rahul Chauhan · @IGrain_India · Dec 20

@CheshtaE Wheat Trend in India
Date wise Prices In Rupees/ quintal (In $/Kg.)
07.07.24- 2,690 ($31.65/kg)
05.11.24- 3,100 (36.47)
20.12.24- 3070 (36.12)

Pro Farmer · @profarmer · Dec 20

Now's a great time to give Pro Farmer a "test drive" and see how we can enhance your marketing information toolbox.
• Price targets & sell alerts
• Website access
• Daily market reports
• Leading ag policy insights
• Zero advertising
Sign up here:… x.com/i/web/status/1… pic.x.com/4yzYaXYqoG

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

SovEcon · @sovecon · Dec 20

The European association COCERAL released its first forecast for EU and UK grain production in 2025. Wheat output is projected at 140.4 million mt, compared to 125.5 million mt last year.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Dec 20

On an inflation-adjusted basis, an average acre of Iowa farmland decreased 5.5% to an average of $8,627 an acre.

Looking at values by land quality, the survey shows the value of high-quality farmland declined $367 an acre (2.6%) to an average of $13,930 an acre.… x.com/i/web/status/1… pic.x.com/bjmYlPdTK7

Pro Farmer · @profarmer · Dec 20

Analysts expect USDA’s Cattle on Feed Report Friday afternoon to show the large feedlot (1,000-plus head) inventory down 0.3% from year-ago at 11.975 million head as of Dec. 1.

The report is expected to show a 5.1% decrease in the number of cattle moved into feedlots last… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 19

Exactly. Someone noticed that at last.

#wheat #oatt pic.x.com/yiL2cnbrpQ

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 19

March #wheat hits a new contract low… Thanks, Fed. 😞

#sizovreport #oatt #wheat pic.x.com/csdCt8V3bh

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

Reuters: Chicago #wheat futures steadied on Wednesday following four consecutive daily losses, as concerns over supply from Russia partially offset a stronger dollar and weak outlook for US exports.

Corn was little changed, with prices consolidating after a rally to 5-1/2-month… x.com/i/web/status/1… pic.x.com/51lAZyWStf

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

Me and my friend discussing buying some #wheat calls...meanwhile our balances...

#oatt pic.x.com/YMJYWV35wE

Andrey Sizov · @sizov_andre · Dec 20

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

Matif and CBOT #wheat are slightly higher in early trading… 🌾 It seemed like Matif was eager to rally yesterday, but CBOT’s main session ruined the fun. Will today play out the same way?

📊 5-min chart: March Matif (candles) vs CBOT

#oatt #sizovreport pic.x.com/E2wFjOFdkN

Pro Farmer · @profarmer · Dec 20

re: the potential impact of broad tariffs on U.S. agriculture, Ed Gresser, director for trade and global markets at the Progressive Policy Institute, warned the impact on U.S. agriculture would be “quite extensive.”

He estimated tariffs on major trading partners like Canada,… x.com/i/web/status/1… pic.x.com/dqrpjauarr

Pro Farmer · @profarmer · Dec 20

USDA announced $300 million in additional funding through the Regional Agricultural Promotion Program (RAPP) to diversify U.S. agricultural exports.

USDA said it aims to reduce dependency on major markets like China and Canada while addressing global food insecurity through… x.com/i/web/status/1…

Market Talk · @markettalkag · Dec 19

Retweeted...

Meredith Lee Hill · @meredithllee · Dec 19

NEWS — internal GOP funding deal Johnson is expected to put on the floor:

Funding extension for three months, clean farm bill extension, $110 billion disaster aid package as negotiated with Democrats (this seems to have the $10B for farmers included), clean healthcare provision… x.com/i/web/status/1…

Pro Farmer · @profarmer · Dec 19

While cotton export demand picked up from a week ago, sales continue to be disappointing, as export sales have topped the 5-year average just 5 times this marketing year, which began on Aug. 1.

Shipments have been even more disappointing, just once topping the 5-year average so… x.com/i/web/status/1…

Pro Farmer · @profarmer · Dec 19

More technical selling pressure and a “risk-off” tone in the marketplace today sunk the wheat futures markets.

Also negative for wheat futures prices today was news European Union soft wheat production could rise 11% in 2025-26, Strategie Grains said.

Pro Farmer · @profarmer · Dec 19

The noon report today showed wholesale boxed beef cutout values widely mixed, with Choice soaring $6.80 to $321.64 and Select down $1.84 to $283.71.

The Choice-Select spread widened out to $37.93, suggesting still-tight supplies of quality cattle in feedlots.

Pro Farmer · @profarmer · Dec 19

Trump open to including farm aid in stripped-down CR sans ‘Democrat giveaways’. . . zurl.co/YnHYK pic.x.com/EWcyG7ieDL

Arlan Suderman · @ArlanFF101 · Dec 19

Retweeted...

Susan Littlefield · @firefighter89 · Dec 19

The Wednesday @ChannelSeed #FinalBell #podcast with @ArlanFF101 with @StoneX_Official postv4.futurimedia.com/krvnam/playlis…

Arlan Suderman · @ArlanFF101 · Dec 19

Retweeted...

Rural Radio Markets · @rrnmarkets · Dec 19

The Wednesday @ChannelSeed #FinalBell #podcast with @ArlanFF101 with @StoneX_Official postv4.futurimedia.com/krvnam/playlis…

Andrey Sizov · @sizov_andre · Dec 19

Retweeted...

Traders Community · @TradersCom · Dec 19

These bears soaking it in after the past few sessions x.com/amazlngnature/…

Pro Farmer · @profarmer · Dec 19

President-elect Donald Trump has asked to keep certain measures House Speaker Mike Johnson (R-La.) supports in the continuing resolution (CR), like aid for farmers and natural disaster survivors, but also demanded the House ditch items that Democrats negotiated.… x.com/i/web/status/1… pic.x.com/iSIr9IQSiQ

Pro Farmer · @profarmer · Dec 19

USDA reported corn export sales of 1.175 MMT for the week ended Dec. 12, up 24% from the previous week but down 10% from the four-week average.

Details & comments: zurl.co/Je5VO pic.x.com/yruYvAPtko

Josh Linville · @JLinvilleFert · Dec 19

You have to be older to know where this came from.

...and what i mean is old enough to remember Chris Farley AND corn that you could raise and make money doing it. pic.x.com/xwBV29oU23

Pro Farmer · @profarmer · Dec 19

EPA earlier this week approved California’s plan to ban new gasoline-powered vehicle sales by 2035 and enforce stricter emission standards for heavy-duty trucks. This decision aligns with outgoing President Joe Biden’s clean energy agenda but may face opposition from Trump, who… x.com/i/web/status/1… pic.x.com/QRSoKqebUL

Pro Farmer · @profarmer · Dec 19

European Union soft wheat production could rise 11% in 2025-26 in a rebound from a 12-year low, Strategie Grains said.

In its first production forecast for next season, the firm projected output of soft wheat at 126.6 MMT, up from 114.2 MMT this year.

Josh Linville · @JLinvilleFert · Dec 19

Global urea values continue to show strength as we await news from India regarding their purchase tender.

Egypt continues to roll:

December 3 - sold $358
This morning - sold $393

This hurts as grain values continue to fall, but global nitrogen is tight...

Pro Farmer · @profarmer · Dec 19

USDA reported daily sales of 227,200 MT of soybeans for delivery to unknown destinations, with 152,200 MT for delivery during 2024-25 and the remaining 75,000 MT for shipment in 2025-26.

Andrey Sizov · @sizov_andre · Dec 19

Exactly. Someone noticed that at last.

#wheat #oatt pic.x.com/yiL2cnbrpQ

Andrey Sizov · @sizov_andre · Dec 19

Retweeted...

Karen Braun · @kannbwx · Dec 19

🇺🇸U.S. export sales were as expected last week and none of the volumes are necessarily disappointing, except maybe soyoil. China had 648kt of soybeans (464kt switched from unknown). The usual suspects bought corn and meal. Net sorghum sales (-59kt) were a MY low. pic.x.com/ScTXx8hyi8

Karen Braun · @kannbwx · Dec 19

USDA confirms the sale of 227,200 tonnes of U.S. #soybeans for delivery to unknown destinations. 152kt is for 2024/25 and 75kt is for 2025/26.

Karen Braun · @kannbwx · Dec 19

🇺🇸U.S. export sales were as expected last week and none of the volumes are necessarily disappointing, except maybe soyoil. China had 648kt of soybeans (464kt switched from unknown). The usual suspects bought corn and meal. Net sorghum sales (-59kt) were a MY low. pic.x.com/ScTXx8hyi8

Andrey Sizov · @sizov_andre · Dec 19

Retweeted...

Aurelius · @Aureliusltd28 · Dec 18

Bank CEOs should be forced to have a framed version of this image on their desks. pic.x.com/MT7pXzpCRN

Andrey Sizov · @sizov_andre · Dec 19

Retweeted...

Andrey Sizov · @sizov_andre · Dec 19

In our mid-week report: #wheat struggles as CBOT barely holds $5.40 support while Matif and Russian FOB move higher.

Black Sea storms disrupt Russian exports, funds flip positions, and DXY spikes.

Geopolitical tensions rise with fresh long-range missile attacks while Trump's… x.com/i/web/status/1… pic.x.com/cKqGBT6PJG

Andrey Sizov · @sizov_andre · Dec 19

March #wheat hits a new contract low… Thanks, Fed. 😞

#sizovreport #oatt #wheat pic.x.com/csdCt8V3bh

Andrey Sizov · @sizov_andre · Dec 19

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

#wheat on this sell-off day... pic.x.com/d92S5zKO3n

Pro Farmer · @profarmer · Dec 19

USDA Secretary Tom Vilsack said the agency is awarding more than $116 million through the Fertilizer Production Expansion Program (FPEP) to support eight facilities in expanding innovative fertilizer production across nine states.
zurl.co/HUxuq pic.x.com/oavdiJwa1G

Pro Farmer · @profarmer · Dec 19

The Federal Reserve cut interest rates another 25 basis points to a range of 4.25% to 4.50% but signaled it will slow the pace of monetary policy easing given a relatively stable labor market and the recent uptick in inflation.

Economists expect the Fed to pause its monetary… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 19

Malaysia hopes #palm oil industry can be compliant with EU law when grace period ends buff.ly/4fodwY4

#oatt pic.x.com/eMH9TS1JWR

Andrey Sizov · @sizov_andre · Dec 19

Global edible oil markets slid on Wednesday, as expectations for a record soybean crop in Brazil early next year and a new U.S. plan to allow gasoline sales with higher ethanol blending raised worries over vegetable oil demand, triggering a selloff.

The prospect that Indonesia’s… x.com/i/web/status/1… pic.x.com/2zLtoELMgt

Pro Farmer · @profarmer · Dec 19

Concerns expressed by traders center on a potential shift in demand from biodiesel to ethanol due to year-round E15 sales. That is a questionable conclusion.
zurl.co/dkSDF pic.x.com/1Fi7rz8uLZ

Pro Farmer · @profarmer · Dec 19

Ethanol production averaged 1.103 million barrels per day (bpd) during the week ended Dec. 13, up 25,000 (2.3%) from the previous week and 32,000 bpd (3.0%) above the same week last year.

Ethanol stocks declined 12,000 barrels to 22.636 million barrels.

Pro Farmer · @profarmer · Dec 19

Lean hog futures saw modest strength today despite weakness seen across the crop and livestock markets as cash fundamentals have traders looking for an early seasonal low.

Andrey Sizov · @sizov_andre · Dec 19

In our mid-week report: #wheat struggles as CBOT barely holds $5.40 support while Matif and Russian FOB move higher.

Black Sea storms disrupt Russian exports, funds flip positions, and DXY spikes.

Geopolitical tensions rise with fresh long-range missile attacks while Trump's… x.com/i/web/status/1… pic.x.com/cKqGBT6PJG

Pro Farmer · @profarmer · Dec 18

Clarifying how ag financial aid will be determined:
• When will payments be received by farmers?
• Crop Loss Assistance
• Economic Loss Assistance
zurl.co/ZJ16i pic.x.com/lJCLq9ayK2

Pro Farmer · @profarmer · Dec 18

This afternoon saw the Federal Reserve’s FOMC cut its main interest rate by 0.25%, as expected.

Lower U.S. interest rates, a booming U.S. stock market and good consumer confidence are all factors the cotton market bulls hope will stop the price slide in cotton futures soon.

Market Talk · @markettalkag · Dec 18

The soy complex took a beating on Wed. as we set new contract lows and now wonder if sub $9 soybeans might be on the way? We discuss that, the Fed. Reserve interest rate update & economic aid for farmers with Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics on today's… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 18

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

March Matif - CBOT #wheat spread keeps soaring, hitting $44/mt today – up 57% since the November lows. 🚀

Will this help boost US wheat demand? 🤔

#oatt #sizovreport #grains pic.x.com/lgYvkGhdad

Josh Linville · @JLinvilleFert · Dec 18

"Why are phosphate values so high? It has to be U.S. import tariff's."

NOLA DAP values are in line with largest global buyers India and Brazil. It comes down to lack of Chinese exports

2021 - 10M tons
2022 - 5.5M tons
2023 - 7.1M tons
2024 thru Oct - 5.7M tons

MAP is higher pic.x.com/vA39wMRAhh

Pro Farmer · @profarmer · Dec 18

Today’s washout-type downside price moves in the soybean complex futures have the bulls hoping near-term market bottoms might be close at hand.

Soybeans, meal and soybean oil futures markets are all now short-term oversold, technically, and due for at least corrective bounces… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 18

Chicago #wheat futures steadied on Wednesday following four consecutive daily losses, as concerns over supply from Russia partially offset a stronger dollar and weak outlook for US exports.

Corn was little changed, with prices consolidating after a rally to 5-1/2-month highs… x.com/i/web/status/1… pic.x.com/lOitHQxg74

Andrey Sizov · @sizov_andre · Dec 18

Reuters: Chicago #wheat futures steadied on Wednesday following four consecutive daily losses, as concerns over supply from Russia partially offset a stronger dollar and weak outlook for US exports.

Corn was little changed, with prices consolidating after a rally to 5-1/2-month… x.com/i/web/status/1… pic.x.com/51lAZyWStf

Pro Farmer · @profarmer · Dec 18

France’s ag ministry cut its forecast for 2024-25 French wheat exports outside the EU by 400,000 MT to 3.5 MMT, down 66% from last year.

It raised wheat exports within the bloc by 260,000 MT to 6.16 MMT, still 2% below year-ago.

Karen Braun · @kannbwx · Dec 18

The price of #soybeans is relatively more attractive to Brazilian farmers versus U.S. farmers, thanks to a weakening in Brazil's currency. Chicago soybeans priced in reais/tonne have lost 9% over the last year where beans in dollars/tonne have lost 28%. pic.x.com/EZnnrt6eMr

Pro Farmer · @profarmer · Dec 18

The Biden administration has released its final regulatory agenda, outlining plans for various policy actions in the coming months.

However, with the Trump administration set to take office soon, many of these regulations face an uncertain future.
zurl.co/DlsL5 pic.x.com/AOWpbOfBEl

Andrey Sizov · @sizov_andre · Dec 18

#wheat on this sell-off day... pic.x.com/d92S5zKO3n

Karen Braun · @kannbwx · Dec 18

Dec. 18: Most-active CBOT #soybeans hit the lowest levels since Sept. 2, 2020. Wednesday's low (so far) of $9.54-1/4 per bushel is down 3.6% from where the month started and down 28% from the same date a year ago. Plentiful global supplies are expected. pic.x.com/DziRRw5eqM

Arlan Suderman · @ArlanFF101 · Dec 18

Marketing year to date #corn use for #ethanol total 1.558 billion bushels, down 24 million or 1.5% from the previous year's pace, but still just above the seasonal pace needed to hit USDA's newly increased target for the year. #oatt

Market Talk · @markettalkag · Dec 18

Retweeted...

Jim McCormick · @jpmccormick3 · Dec 18

Disaster aid for farmers update

Here is an update this morning. It sounds like payments are not nearly as high as what was initially discussed.

Reports are $52 an acre for corn and $33.34 for beans; $ arrive by mid to late January. Caps reduced to $125k per individual/entity.

Pro Farmer · @profarmer · Dec 18

Global edible oil markets continued to fall amid expectations of a coming record Brazilian soybean crop and U.S. plans to allow E15 sales year-round, which has raised worries over demand for soyoil.

Pro Farmer · @profarmer · Dec 18

USDA reported daily sales of 135,000 MT of corn and 120,000 MT of soybean meal for delivery to Colombia during the 2024-25 marketing year.

Arlan Suderman · @ArlanFF101 · Dec 18

#Ethanol stocks remained unchanged in the week ending Dec. 13 at 22.6 million barrels, down from 22.9 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Dec 18

#Ethanol production rose to 1,103K barrels per day in the week ending Dec. 13, up from 1,078K bpd the previous week, and up from 1,071K bpd the previous year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Dec 18

The production of #ethanol utilized an estimated 107.3 million bushels of #corn in the week ending Dec. 13, up from 104.8 million the previous week, but down from 108.7 million in the same week last year. #oatt

Karen Braun · @kannbwx · Dec 18

USDA reports the following U.S. export sales for delivery to Colombia in 2024/25:
▪️135,000 tonnes of #corn
▪️120,000 tonnes of #soymeal

Andrey Sizov · @sizov_andre · Dec 18

Bullish short-term (no need to sell now)?
Bearish longer term (produce more and the gov will bail us out)?

#oatt #corn #soybeans #wheat

Farmers to Get Nearly $31 Billion Amid Year-End Legislative Push buff.ly/49KLSTZ pic.x.com/HgaEQkWHyG

Pro Farmer · @profarmer · Dec 18

The ag sector portion in the continuing resolution (CR) through March 14 echoes what we informed Tuesday morning.

Highlights: zurl.co/ZAlVh pic.x.com/KbwSmnrem2

Market Talk · @markettalkag · Dec 18

Retweeted...

Karen Braun · @kannbwx · Dec 18

USDA reports the following U.S. export sales for delivery to Colombia in 2024/25:
▪️135,000 tonnes of #corn
▪️120,000 tonnes of #soymeal

Andrey Sizov · @sizov_andre · Dec 18

Me and my friend discussing buying some #wheat calls...meanwhile our balances...

#oatt pic.x.com/YMJYWV35wE

Andrey Sizov · @sizov_andre · Dec 18

😉😉😉 pic.x.com/5ZlmEGvrmp x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 17

March CBOT #wheat testing 5.40 support again… 📉

Bounce incoming or does it finally crack? 🤔

#oatt #sizovreport #wheat pic.x.com/rBP8cMnk78

Andrey Sizov · @sizov_andre · Dec 18

Retweeted...

SovEcon · @sovecon · Dec 18

The condition of 77% of Ukraine’s winter crops is rated as good, APK-Inform reported, citing meteorological services. About 3% of the crops are in poor condition.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Dec 18

China imported 180,000 MT of pork in November, double the amount it brought in during the previous month but still 3.4% less than last year.

Through the first 11 months of this year, China imported 2.09 MMT of pork, down 17.4% from the same period last year.

Andrey Sizov · @sizov_andre · Dec 18

Matif and CBOT #wheat are slightly higher in early trading… 🌾 It seemed like Matif was eager to rally yesterday, but CBOT’s main session ruined the fun. Will today play out the same way?

📊 5-min chart: March Matif (candles) vs CBOT

#oatt #sizovreport pic.x.com/E2wFjOFdkN

Andrey Sizov · @sizov_andre · Dec 18

March Matif - CBOT #wheat spread keeps soaring, hitting $44/mt today – up 57% since the November lows. 🚀

Will this help boost US wheat demand? 🤔

#oatt #sizovreport #grains pic.x.com/lgYvkGhdad

Pro Farmer · @profarmer · Dec 18

“If tariffs bring about reciprocal agreements, they could even be deflationary,” Dr. Vince Malanga remarked, balancing this against his expectation of declining oil prices. “Our bet is that inflation will head lower during 2025,” he added.
zurl.co/YVFms

Andrey Sizov · @sizov_andre · Dec 18

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

Russian #wheat sales and exports are slowing down fast thanks to a smaller supply and seasonally bad weather.

FOB values are on the rise, the market gained around $10/mt (~27 cents/bu) in the recent couple of weeks.

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

Andrey Sizov · @sizov_andre · Dec 18

Retweeted...

Andrey Sizov · @sizov_andre · Dec 18

Today’s candle in Matif #wheat isn’t pretty, dragged down by CBOT. But I’m not convinced the bulls have thrown in the towel just yet… 📉

A close above the 200DMA would be a big win – and there are still plenty of shorts left to cover up there. 🎯

Our weekly note said Matif and… x.com/i/web/status/1… pic.x.com/yUlcoVj3jf

Andrey Sizov · @sizov_andre · Dec 18

Big #corn demand factor or not?

US ethanol producers are on the brink of getting the green light from Congress to sell higher blends of corn-based biofuel nationwide, a long-elusive goal the industry considers crucial to its future.

buff.ly/3P0VvEh pic.x.com/Pqfmcve2aG

Andrey Sizov · @sizov_andre · Dec 18

The Egyptian House of Representatives has approved the Presidential Decree which formalizes a framework agreement between the Egyptian government and the Abu Dhabi Exports Office (ADEX) to finance #wheat imports for #Egypt's General Authority for Supply Commodities (#GASC) (???)… x.com/i/web/status/1… pic.x.com/hwcNanC2C5

Latest news from (Twitter)