Latest news from (Twitter)
Pro Farmer
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@profarmer
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Mar 31
USDA will release its Prospective Plantings and quarterly Grain Stocks Reports Monday, both of which have potential to trigger strong price reactions.
Check out the pre-report estimates from a Reuters survey: zurl.co/lk3gd pic.x.com/K3updi4wmt
Check out the pre-report estimates from a Reuters survey: zurl.co/lk3gd pic.x.com/K3updi4wmt
Andrey Sizov
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@sizov_andre
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Mar 30
…and people keep telling me that KS #wheat looks great
#oatt #agwx x.com/lockedlimit/st…
lockedlimit
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@lockedlimit
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Mar 30
#oatt #agwx x.com/lockedlimit/st…
lockedlimit
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@lockedlimit
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Mar 30
Precipitation Stats for Central+East KS...
last 30 and 90 days...
#prayingforrain #wheat #oatt pic.x.com/sJl6ggBNVy
last 30 and 90 days...
#prayingforrain #wheat #oatt pic.x.com/sJl6ggBNVy
Pro Farmer
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@profarmer
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Mar 30
In the next several weeks or a bit longer, it’s likely risk appetite will improve and that the disruptive U.S. trade and foreign policies will begin to level off.
That scenario is a positive one for the wheat futures market that has been beaten up badly.
Remember that
That scenario is a positive one for the wheat futures market that has been beaten up badly.
Remember that
Andrey Sizov
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@sizov_andre
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Mar 30
Andrey Sizov
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@sizov_andre
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Mar 30
Andrey Sizov
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@sizov_andre
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Mar 30
#Trump: “Very angry” & “pissed off” at #Putin.
Also floated tariffs on Russian oil if no #Ukraine ceasefire.
Still sure a ceasefire is coming “tomorrow” because "Trump has made huge concessions to Moscow"?
#oatt #sizovreport #wheat pic.x.com/kGeRjrsIGj
Also floated tariffs on Russian oil if no #Ukraine ceasefire.
Still sure a ceasefire is coming “tomorrow” because "Trump has made huge concessions to Moscow"?
#oatt #sizovreport #wheat pic.x.com/kGeRjrsIGj
Andrey Sizov
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@sizov_andre
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Mar 30
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Mar 29
Claudio Gianni
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@ClaudioGianni
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Mar 29
USD 254 FOB para el trigo ruso es récord. Si bien 40.7 M tn es mucho trigo a exportar, el grueso se fue en el segundo semestre de 2024, y este es un periodo de presión de demanda con oferta limitada, al menos hasta mediados de año... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 30
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Mar 29
Claudio Gianni
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@ClaudioGianni
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Mar 29
La mesa de los indios. El gobierno de la India exigirá a todos los integrantes de la cadena del trigo reportes semanales de stocks para detectar posibles maniobras especulativas con el cereal.... x.com/sizov_andre/st…
Pro Farmer
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@profarmer
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Mar 30
The Hog & Pigs report implies hog supplies will slip marginally below year-ago levels during the second half of April stay that way through the balance of spring and summer. There is little reason to think the usual seasonal decline in hog supplies won’t materialize again this
Pro Farmer
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@profarmer
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Mar 30
As April approaches, @worldwx notes the Midwest will see two rounds of nearly widespread precip, which will leave much of the region with favorable soil moisture ahead of plantings, while also slowing early-season fieldwork.
Meanwhile, the lower Midwest will see additional
Meanwhile, the lower Midwest will see additional
Pro Farmer
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@profarmer
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Mar 30
Iowa cropland values eased 1% in the six-month period ending March 1, according to the Iowa Chapter of the Realtors Land Institute (RLI).
While a decrease, the semi-annual survey of land professionals found the rate of decline since the middle of last year eased significantly. pic.x.com/CJK2Mjongq
While a decrease, the semi-annual survey of land professionals found the rate of decline since the middle of last year eased significantly. pic.x.com/CJK2Mjongq
Pro Farmer
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@profarmer
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Mar 29
Price action, outlook and game plans for corn; broken down into the next 5, 30 and 90 day segments.
zurl.co/hSg6m pic.x.com/nxC05sC1np
zurl.co/hSg6m pic.x.com/nxC05sC1np
Pro Farmer
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@profarmer
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Mar 29
Cash cattle and beef market fundamentals remain solid, suggesting more price gains are likely next week.
Pro Farmer
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@profarmer
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Mar 29
France’s ag ministry rated the country’s soft wheat crop as 74% good/excellent as of March 24, unchanged from the previous week.
Aside from 2024’s 66% rating, these are the worst conditions in the past five years.
Aside from 2024’s 66% rating, these are the worst conditions in the past five years.
Pro Farmer
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@profarmer
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Mar 29
Better quality soils in Illinois saw a decline in value in 2024, according to the Illinois Society of Professional Farm Managers and Rural Appraisers (ISPFMRA).
The survey pegs the statewide value of excellent-quality soils with a soil productivity index (PI) of 133 to 147 at pic.x.com/20oZrnNch0
The survey pegs the statewide value of excellent-quality soils with a soil productivity index (PI) of 133 to 147 at pic.x.com/20oZrnNch0
Pro Farmer
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@profarmer
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Mar 29
🚨 Eye-Catching Land Sale 🚨
Every issue of LandOwner newsletter shares eye-catching farmland sales from across the U.S.
100% focused on farmland, sign up and save $21 off a 1-year subscription.
Use coupon code: land99
zurl.co/Zs584 pic.x.com/excIOqTEFb
Every issue of LandOwner newsletter shares eye-catching farmland sales from across the U.S.
100% focused on farmland, sign up and save $21 off a 1-year subscription.
Use coupon code: land99
zurl.co/Zs584 pic.x.com/excIOqTEFb
Pro Farmer
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@profarmer
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Mar 29
The value of an acre of Nebraska agriculture land eased 2% as of February of 2025, according to the annual survey conducted by the University of Nebraska — Lincoln.
zurl.co/oaOOM pic.x.com/Q6qEYnnAWv
zurl.co/oaOOM pic.x.com/Q6qEYnnAWv
Pro Farmer
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@profarmer
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Mar 29
USDA will release its Prospective Plantings and quarterly Grain Stocks Reports Monday, both of which have potential to trigger strong price reactions.
Most of the pre-report focus tends to be on planting intentions for the upcoming growing season. But quarterly stocks have a pic.x.com/2S0ebYMVyI
Most of the pre-report focus tends to be on planting intentions for the upcoming growing season. But quarterly stocks have a pic.x.com/2S0ebYMVyI
Pro Farmer
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@profarmer
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Mar 29
President Donald Trump said he and Canadian Prime Minister Mark Carney spoke this morning, describing the conversation as “extremely productive.”
We break down what might be in play: zurl.co/m69zL pic.x.com/52lC6bhP6F
We break down what might be in play: zurl.co/m69zL pic.x.com/52lC6bhP6F
Pro Farmer
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@profarmer
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Mar 28
The recent downdraft in winter wheat futures prices sets the stage for follow-through technical selling pressure next week.
However, wheat markets are now short-term oversold, technically, and due for corrective bounces very soon.
However, wheat markets are now short-term oversold, technically, and due for corrective bounces very soon.
Andrey Sizov
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@sizov_andre
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Mar 28
Oui*
French #wheat is becoming too dry indeed. Expect the ratings to drop shortly. Dedicated a part of weekly sizov.report note to the French crop today.
* Fr: Yes
#oatt x.com/dugers/status/…
dugers éric
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@dugers
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Mar 28
French #wheat is becoming too dry indeed. Expect the ratings to drop shortly. Dedicated a part of weekly sizov.report note to the French crop today.
* Fr: Yes
#oatt x.com/dugers/status/…
dugers éric
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@dugers
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Mar 28
#blé besoin de pluie d urgence ! 2 nœuds si pas de pluviométrie significative on va commencer les soustractions ........ pic.x.com/ylQuuaFq27
Andrey Sizov
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@sizov_andre
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Mar 28
Closed in green 😜 x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 28
Andrey Sizov
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@sizov_andre
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Mar 28
Matif May #wheat is at contract lows 📉
Will we see a bounce from here, or is more selling pressure ahead?
#oatt #sizovreport #trading pic.x.com/SQzBXvYeOw
Will we see a bounce from here, or is more selling pressure ahead?
#oatt #sizovreport #trading pic.x.com/SQzBXvYeOw
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 28
Andrey Sizov
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@sizov_andre
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Mar 28
(Reuters) - The European Commission forecasts that production of #wheat will rise to 126.5 million metric tons in 2025/26 from 111.8 million this season.
In first projections for next season, the Commission also forecast that EU soft wheat exports at 29.8 million tons, up from
In first projections for next season, the Commission also forecast that EU soft wheat exports at 29.8 million tons, up from
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Market Talk
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@markettalkag
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Mar 28
Ag markets were fairly quiet on Friday with a nice close for corn and soybeans. Bryan Doherty from @TotalFarmMktg joins us to close out the week. #agnews
youtu.be/rhKfzOKmNjY?si…
youtu.be/rhKfzOKmNjY?si…
Market Talk
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@markettalkag
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Mar 28
Also, double the fun on today’s podcast, we talk a rough day in stocks and get perspective on grains and livestock. Tommy Grisafi (@AgBullMedia) from @nesvicktrading joins us for perspective.
youtu.be/DT3pTauiAfE?si…
youtu.be/DT3pTauiAfE?si…
Pro Farmer
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@profarmer
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Mar 28
Cotton futures posted modest corrective losses, with selling limited by technical support and a decline in the U.S. dollar, while heavy pressure in the equities and crude oil certainly hovered over the natural fiber.
Karen Braun
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@kannbwx
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Mar 28
🌽Money managers sold CBOT #corn futures & options for a fifth consecutive week through March 25, reducing their net long to 75k from 107k last week and 354k five weeks ago. Next on the radar: U.S. stocks/acres on March 31 and possible new U.S. tariffs on April 2. pic.x.com/cFxMdmnj0j
Pro Farmer
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@profarmer
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Mar 28
Corn futures saw a volatile day of trade before closing modestly higher on the day. Positioning drove a lot of price action today as Monday’s USDA reports will yield a large catalyst on the marketplace.
Arlan Suderman
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@ArlanFF101
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Mar 28
Karen Braun
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@kannbwx
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Mar 28
🌽USA is still the world's leading #corn exporter, though it had considerably more dominance a couple decades ago.
Brazil/Argentina/Ukraine exports surged in 2011/12, again in 2014/15 and again around 2018/19. Recently, these three export about 67% more than ten years ago. pic.x.com/J5CdPmtios
Brazil/Argentina/Ukraine exports surged in 2011/12, again in 2014/15 and again around 2018/19. Recently, these three export about 67% more than ten years ago. pic.x.com/J5CdPmtios
Pro Farmer
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@profarmer
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Mar 28
In her first 6 months as Secretary, Rollins will visit six key international markets as part of a broader USDA effort to expand export opportunities, diversify trade partners, and reinforce commitments from existing ones.
zurl.co/BhPA6 pic.x.com/ibeLFlVBAk
zurl.co/BhPA6 pic.x.com/ibeLFlVBAk
Arlan Suderman
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@ArlanFF101
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Mar 28
Arlan Suderman
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@ArlanFF101
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Mar 28
Retweeted...
John Kicklighter
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@JohnKicklighter
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Mar 28
John Kicklighter
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@JohnKicklighter
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Mar 28
What's the path of least resistance here for the $USDCAD?
A bullish break or bearish break? Because we are coming to the terminal point of a large wedge. pic.x.com/7mGzZBT4me
A bullish break or bearish break? Because we are coming to the terminal point of a large wedge. pic.x.com/7mGzZBT4me
Arlan Suderman
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@ArlanFF101
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Mar 28
Reciprocal tariffs to be announced next week have an objective of getting the trade partner to negotiate lower tariffs. That would be good for trade and for the economy if they do so. Markets are assuming that they will not, and that is what they are pricing in. #oatt
Arlan Suderman
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@ArlanFF101
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Mar 28
Pro Farmer
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@profarmer
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Mar 28
A jam-packed Policy Update today:
• U.S. farmers & trade policy impacts
• Budget resolution details
• India offers tariff cuts
• Canada PM gets tough
• Complex rural economy revelations
Much more: zurl.co/B7PpC pic.x.com/hxGGIQCQAu
• U.S. farmers & trade policy impacts
• Budget resolution details
• India offers tariff cuts
• Canada PM gets tough
• Complex rural economy revelations
Much more: zurl.co/B7PpC pic.x.com/hxGGIQCQAu
Andrey Sizov
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@sizov_andre
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Mar 28
Andrey Sizov
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@sizov_andre
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Mar 28
🚜 Ukraine is on track for a good wheat crop.
🌾 SovEcon 2025 updated estimate: 22.1 MMT, +3% YoY
🌧️ Crop condition is solid thanks to a soft winter and expected rains.
Full Ukraine crop and S&D report:
sizov.report/reports/25890/…
#oatt #blacksea #sizovreport #wheat #corn pic.x.com/fQX9FlzpLE
🌾 SovEcon 2025 updated estimate: 22.1 MMT, +3% YoY
🌧️ Crop condition is solid thanks to a soft winter and expected rains.
Full Ukraine crop and S&D report:
sizov.report/reports/25890/…
#oatt #blacksea #sizovreport #wheat #corn pic.x.com/fQX9FlzpLE
Andrey Sizov
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@sizov_andre
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Mar 28
🚜 Ukraine is on track for a good wheat crop.
🌾 SovEcon 2025 updated estimate: 22.1 MMT, +3% YoY
🌧️ Crop condition is solid thanks to a soft winter and expected rains.
Full #Ukraine crop and S&D report:
sizov.report/reports/25890/…
#oatt #blacksea #sizovreport #wheat #corn pic.x.com/hkN6TsmUHk
🌾 SovEcon 2025 updated estimate: 22.1 MMT, +3% YoY
🌧️ Crop condition is solid thanks to a soft winter and expected rains.
Full #Ukraine crop and S&D report:
sizov.report/reports/25890/…
#oatt #blacksea #sizovreport #wheat #corn pic.x.com/hkN6TsmUHk
Andrey Sizov
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@sizov_andre
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Mar 28
Matif May #wheat is at contract lows 📉
Will we see a bounce from here, or is more selling pressure ahead?
#oatt #sizovreport #trading pic.x.com/SQzBXvYeOw
Will we see a bounce from here, or is more selling pressure ahead?
#oatt #sizovreport #trading pic.x.com/SQzBXvYeOw
Andrey Sizov
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@sizov_andre
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Mar 28
(Reuters) - The European Commission forecasts that production of #wheat will rise to 126.5 million metric tons in 2025/26 from 111.8 million this season.
In first projections for next season, the Commission also forecast that EU soft wheat exports at 29.8 million tons, up from
In first projections for next season, the Commission also forecast that EU soft wheat exports at 29.8 million tons, up from
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
SovEcon
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@sovecon
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Mar 28
SovEcon
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@sovecon
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Mar 28
The European Commission estimated total wheat production in the EU at 126.5 million metric tons in the 2025/26 season, up from 111.8 million mt in the current season.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Mar 28
☹️☹️☹️ x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 27
Andrey Sizov
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@sizov_andre
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Mar 27
#Wheat sales: only 100K vs 0–550K consensus.
Not much of a reaction from the bears, though.
Can we close in green today? Odds aren’t bad…
#oatt #sizovreport #wheat pic.x.com/bcf0UugehC
Not much of a reaction from the bears, though.
Can we close in green today? Odds aren’t bad…
#oatt #sizovreport #wheat pic.x.com/bcf0UugehC
Pro Farmer
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@profarmer
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Mar 28
Argentine farmers had sold 8.4 MMT of soybeans from this year’s production as of March 19, equivalent to between 17.3% and 18.1% of the expected harvest.
That marked the slowest pace since the 2014-15 season when 15.7% of the soy harvest was sold at the same time of the year.
That marked the slowest pace since the 2014-15 season when 15.7% of the soy harvest was sold at the same time of the year.
Pro Farmer
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@profarmer
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Mar 28
In a strategic move to ease trade tensions, India has offered tariff cuts on key U.S. agricultural imports as part of ongoing negotiations aimed at preventing reciprocal tariffs from the U.S. set to take effect next week.
Pro Farmer
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@profarmer
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Mar 28
USDA estimated the U.S. hog herd at 74.512 million head as of March 1, down 179,000 head (0.2%) from year-ago, whereas traders expected a 1.2% increase.
Details: zurl.co/NZ4Gb pic.x.com/pwanlTqjIM
Details: zurl.co/NZ4Gb pic.x.com/pwanlTqjIM
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
Andrey Sizov
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@sizov_andre
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Mar 27
India's government introduces mandatory weekly #wheat stock reporting to check market speculation
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NEW DELHI: (Mar 26) The government has introduced a mandatory weekly wheat stock reporting requirement for traders, wholesalers, retailers and processors from all states and
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NEW DELHI: (Mar 26) The government has introduced a mandatory weekly wheat stock reporting requirement for traders, wholesalers, retailers and processors from all states and
Andrey Sizov
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@sizov_andre
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Mar 28
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
Andrey Sizov
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@sizov_andre
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Mar 27
🇺🇦 Ukraine Crop & S&D Update:
• Winter #wheat regions to receive some rain 🌧️—easing earlier dryness
• Crops after winter are in good shape 🌱
• 2024/25 wheat export forecast lowered 📉, 2025/26 revised higher 📈
• Turkey’s demand expected to have limited impact on corn pic.x.com/WyUhCoEzSj
• Winter #wheat regions to receive some rain 🌧️—easing earlier dryness
• Crops after winter are in good shape 🌱
• 2024/25 wheat export forecast lowered 📉, 2025/26 revised higher 📈
• Turkey’s demand expected to have limited impact on corn pic.x.com/WyUhCoEzSj
Pro Farmer
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@profarmer
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Mar 27
At this point, abundant cotton stocks seem given as total exports for the year are abysmal, but traders are looking to Monday’s report to provide the next catalyst for cotton prices. A sharp drop in acres seems guaranteed, but the extent of the drop remains to be seen.
Even
Even
Market Talk
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@markettalkag
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Mar 27
Also, how important is uniform emergence to achieving higher corn yields? That's a topic we explore with Josh Johnston, agronomist with @AgriGold, ahead of spring planting season getting into full swing. #agnews
youtube.com/watch?v=bUJeLT…
youtube.com/watch?v=bUJeLT…
Pro Farmer
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@profarmer
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Mar 27
The cattle futures markets late this week are showing resilience after an early-week dip. Cash cattle and beef market fundamentals remain strong.
Pro Farmer
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@profarmer
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Mar 27
Soybeans surged above key technical resistance in a surprising rally ahead of Monday’s reports.
Soybean oil led strength, closing at the highest mark in a month. That indicates spreaders were active across the soy complex today, helping fuel gains.
Soybean oil led strength, closing at the highest mark in a month. That indicates spreaders were active across the soy complex today, helping fuel gains.
Arlan Suderman
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@ArlanFF101
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Mar 27
Market Talk
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@markettalkag
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Mar 27
We had a great conversation today with @agtradertalk about the surge in soybeans and bean oil, acreage estimates, the cattle market and more. Watch now in today's Market Talk analysis video.
youtube.com/watch?v=lFflD6…
youtube.com/watch?v=lFflD6…
Pro Farmer
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@profarmer
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Mar 27
Better quality soils in Illinois saw a decline in value in 2024, according to the Illinois Society of Professional Farm Managers and Rural Appraisers (ISPFMRA).
Its annual survey found the value of excellent-quality cropland declined 3.3% versus a year earlier... pic.x.com/SGrWjGBUY4
Its annual survey found the value of excellent-quality cropland declined 3.3% versus a year earlier... pic.x.com/SGrWjGBUY4
farmbucks.com
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@farmbuckscom
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Mar 27
Retweeted...
Susan Stroud
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@SusanNOBULL
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Mar 27
Susan Stroud
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@SusanNOBULL
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Mar 27
#soybeans oilshare is flirting with 43% for the 1st time in a month as wires are reporting the Trump admin is pushing Big Oil & ag to agree on biofuel policy w/consensus on higher biomass-based diesel vol but ongoing debates over SREs & tax credits in meetings earlier this week pic.x.com/0ERIbR5je7
Andrey Sizov
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@sizov_andre
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Mar 27
India's government introduces mandatory weekly #wheat stock reporting to check market speculation
---
NEW DELHI: (Mar 26) The government has introduced a mandatory weekly wheat stock reporting requirement for traders, wholesalers, retailers and processors from all states and
---
NEW DELHI: (Mar 26) The government has introduced a mandatory weekly wheat stock reporting requirement for traders, wholesalers, retailers and processors from all states and
Karen Braun
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@kannbwx
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Mar 27
🇺🇸USDA last month pegged 2025 U.S. plantings of #corn, #soybeans & #wheat at 225M acres. That compares with:
2021-2024 avg: 224.9M
2015-2018 avg: 226.4M
2011-2014 avg: 227.5M
2001-2004 avg: 213.1M pic.x.com/0evFz4dQdS
2021-2024 avg: 224.9M
2015-2018 avg: 226.4M
2011-2014 avg: 227.5M
2001-2004 avg: 213.1M pic.x.com/0evFz4dQdS
Arlan Suderman
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@ArlanFF101
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Mar 27
#oott x.com/StoneX_Officia…
StoneX Group Inc.
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@StoneX_Official
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Mar 27
StoneX Group Inc.
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@StoneX_Official
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Mar 27
Explore the crude oil and refined products markets with Alex Hodes, StoneX FCM Division’s Energy Analyst, during a 45-minute quarterly webinar starting at 2:00 p.m. CT, April 15.
Register now: stonex.cventevents.com/CrudeRefinedWe…
#CrudeOil #RefinedProducts #Energy pic.x.com/VK53z5SFdt
Register now: stonex.cventevents.com/CrudeRefinedWe…
#CrudeOil #RefinedProducts #Energy pic.x.com/VK53z5SFdt
Andrey Sizov
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@sizov_andre
·
Mar 27
🇺🇦 Ukraine Crop & S&D Update:
• Winter #wheat regions to receive some rain 🌧️—easing earlier dryness
• Crops after winter are in good shape 🌱
• 2024/25 wheat export forecast lowered 📉, 2025/26 revised higher 📈
• Turkey’s demand expected to have limited impact on corn pic.x.com/WyUhCoEzSj
• Winter #wheat regions to receive some rain 🌧️—easing earlier dryness
• Crops after winter are in good shape 🌱
• 2024/25 wheat export forecast lowered 📉, 2025/26 revised higher 📈
• Turkey’s demand expected to have limited impact on corn pic.x.com/WyUhCoEzSj
Josh Linville
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@JLinvilleFert
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Mar 27
Good/bad news from Morocco regarding phosphate.
Good - proceeding with increasing production by 9M tons per year by 2028!!!
Bad - ...it will focus on TSP...
Unfortunately, this is the form of phosphate the world doesn't need.
Good - proceeding with increasing production by 9M tons per year by 2028!!!
Bad - ...it will focus on TSP...
Unfortunately, this is the form of phosphate the world doesn't need.
Karen Braun
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@kannbwx
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Mar 27
🇦🇷Through the 23rd, this month was already Argentina's wettest March in 18 years with total rainfall 25% above the full-month average. January precip was 48% below normal and Feb was 6% above. The wetter recent trend should be very beneficial to crops after the rockier start. pic.x.com/fPaGGfPJiy
Karen Braun
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@kannbwx
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Mar 27
🇺🇸Last week's U.S. corn & soybean export sales were very average for the time of year, and Mexico was a top buyer of both. Total 2024/25 soybean oil sales are the strongest for the date since 2011. None of the below crops had any notable 2025/26 sales. pic.x.com/Re5G7ML6CP
Pro Farmer
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@profarmer
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Mar 27
Weekly corn, soybean and wheat sales each slid on the week, though exports were quite notable, with soybeans rising 56% from the previous week.
zurl.co/VyotD pic.x.com/axZw5T531b
zurl.co/VyotD pic.x.com/axZw5T531b
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
Russian Market
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@runews
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Mar 27
Russian Market
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@runews
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Mar 27
The founder of Rusagro, Vadim Moskovich, who is involved in a fraud case, holds Israeli citizenship and owns a private jet, which he could potentially use to flee abroad, as reported during a court hearing where the issue of his detention is being considered. The investigation is pic.x.com/vrQH7xzgiB x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
SovEcon
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@sovecon
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Mar 27
SovEcon
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@sovecon
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Mar 27
The European Commission declined to lift sanctions on Rosselkhozbank or reconnect it to the SWIFT payment system.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Pro Farmer
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@profarmer
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Mar 27
H&P Report out this afternoon...
Analysts expect USDA’s Hogs & Pigs Report to show a 1.2% increase in the U.S. hog herd as of March 1. The breeding herd is expected to increase 0.2%, while the market hog inventory is anticipated to be 1.1% bigger than last year.
Analysts expect USDA’s Hogs & Pigs Report to show a 1.2% increase in the U.S. hog herd as of March 1. The breeding herd is expected to increase 0.2%, while the market hog inventory is anticipated to be 1.1% bigger than last year.
Andrey Sizov
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@sizov_andre
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Mar 27
Bloomberg: Stores selling Russian products [or fake Russian products] have spread across #China, and now Moscow is seizing on the interest with a plan for a major expansion of its own.
bloomberg.com/news/features/… pic.x.com/MPlYAqnK7w
bloomberg.com/news/features/… pic.x.com/MPlYAqnK7w
Andrey Sizov
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@sizov_andre
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Mar 27
#Wheat sales: only 100K vs 0–550K consensus.
Not much of a reaction from the bears, though.
Can we close in green today? Odds aren’t bad…
#oatt #sizovreport #wheat pic.x.com/bcf0UugehC
Not much of a reaction from the bears, though.
Can we close in green today? Odds aren’t bad…
#oatt #sizovreport #wheat pic.x.com/bcf0UugehC
Arlan Suderman
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@ArlanFF101
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Mar 27
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 27
Retweeted...
Pro Farmer
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@profarmer
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Mar 27
The Trump administration has asked oil and biofuels producers to hash out a deal on the next phase of the nation’s biofuels policy to avoid the kind of political clashes that marked the president’s first term, four people familiar with the matter told Reuters.
Details in this pic.x.com/cO9Sa4TJ6R
Details in this pic.x.com/cO9Sa4TJ6R
Andrey Sizov
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@sizov_andre
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Mar 27
Pro Farmer
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@profarmer
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Mar 27
Senate Majority Leader John Thune (R-S.D.)is calling for a full repeal of the estate tax as Republicans negotiate a sweeping tax cut package.
zurl.co/XiwUl pic.x.com/KsgEhL9wql
zurl.co/XiwUl pic.x.com/KsgEhL9wql
Pro Farmer
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@profarmer
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Mar 27
USDA’s Hogs & Pigs Report is expected to show a 1.2% increase in the U.S. hog herd as of March 1, based on a Reuters survey.
Revisions to past data are likely as first quarter slaughter ran below levels implied by the December H&P Report.
Revisions to past data are likely as first quarter slaughter ran below levels implied by the December H&P Report.
Pro Farmer
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@profarmer
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Mar 26
Hog futures posted modest strength again today, struggling to build on recent strength in cash fundamentals.
Prices continue to chop in the sideways range that has capped the moves in the past couple of weeks and that is likely to continue into tomorrow’s release of the USDA’s
Prices continue to chop in the sideways range that has capped the moves in the past couple of weeks and that is likely to continue into tomorrow’s release of the USDA’s
Pro Farmer
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@profarmer
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Mar 26
Iowa cropland values eased 1% in the six-month period ending March 1, according to the Iowa Chapter of the Realtors Land Institute (RLI).
"it appears Iowa cropland is a sideways market right now. We still hear and see high-quality land selling at a premium. But the tariff pic.x.com/jeMpTJglxG
"it appears Iowa cropland is a sideways market right now. We still hear and see high-quality land selling at a premium. But the tariff pic.x.com/jeMpTJglxG
Market Talk
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@markettalkag
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Mar 26
Boxed beef continues to lend good support to the cattle market while we saw Chicago wheat lead corn lower at midweek. Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins us to discuss for our Wednesday program. #agnews #markets #commodity
youtube.com/watch?v=2I_wYM…
youtube.com/watch?v=2I_wYM…
Market Talk
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@markettalkag
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Mar 26
Also, in case you missed our Midday Commentary, Arlan Suderman (@ArlanFF101) from @StoneX_Official shares his thoughts on the protein sector strength, grain markets prepping for next week's data dump and more.
LISTEN: markettalk.libsyn.com/midday-comment…
LISTEN: markettalk.libsyn.com/midday-comment…
Pro Farmer
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@profarmer
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Mar 26
Thursday’s weekly USDA export sales report will be closely monitored by cotton traders, with the bulls hoping for much better U.S. cotton sales abroad than seen in last week’s export sales data
Arlan Suderman
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@ArlanFF101
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Mar 26
Retweeted...
Rural Radio Network
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@RuralRadioNet
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Mar 26
Rural Radio Network
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@RuralRadioNet
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Mar 26
🟩🔻 All eyes are on next week's data dump and tariff news. What could move the market higher between now and then? @ArlanFF101 #AgTwitter
ruralradio.com/rrn/news/grain…
ruralradio.com/rrn/news/grain…
Arlan Suderman
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@ArlanFF101
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Mar 26
Retweeted...
RealAgriculture
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@realagriculture
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Mar 26
RealAgriculture
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@realagriculture
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Mar 26
Catch #RealAgRadio at 430 E on @RuralRadio147! Host @shaunhaney is joined by @ArlanFF101 w/ @StoneX_Official, AJ Gill w/ MNP to discuss the AgriStability changes, hear a clip fr. latest Farm Safety Roundup ep, & don't miss spotlight interview w/ @CornieThiessen1 for @ADAMA_CAN! pic.x.com/fZjtuFPAWG
Arlan Suderman
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@ArlanFF101
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Mar 26
Retweeted...
Susan Littlefield
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@firefighter89
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Mar 26
Susan Littlefield
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@firefighter89
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Mar 26
Grains brace for next week's data dump, tariff news in mixed trade | @ArlanFF101 Midday Markets | March 26, 2025 ruralradio.com/krvn/news/grai…
Arlan Suderman
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@ArlanFF101
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Mar 26
Retweeted...
Market Talk
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@markettalkag
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Mar 26
Market Talk
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@markettalkag
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Mar 26
Also, in case you missed our Midday Commentary, Arlan Suderman (@ArlanFF101) from @StoneX_Official shares his thoughts on the protein sector strength, grain markets prepping for next week's data dump and more.
LISTEN: markettalk.libsyn.com/midday-comment…
LISTEN: markettalk.libsyn.com/midday-comment…
Pro Farmer
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@profarmer
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Mar 26
The marketplace has seemingly shaken off concerns in HRW wheat country, which continue to prove hot and dry.
@worldwx notes west-central and southwestern production areas are unlikely to get much precip for a while and temperatures will bounce around greatly.
@worldwx notes west-central and southwestern production areas are unlikely to get much precip for a while and temperatures will bounce around greatly.
Andrey Sizov
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@sizov_andre
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Mar 26
[Checking my Signal groups]
This can't be true x.com/TreyYingst/sta…
Trey Yingst
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@TreyYingst
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Mar 26
This can't be true x.com/TreyYingst/sta…
Trey Yingst
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@TreyYingst
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Mar 26
Reports indicate additional American strikes are now targeting the Houthis in Yemen.
Pro Farmer
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@profarmer
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Mar 26
What are the best opportunities for U.S. ag exports relative to new trade agreements?
Several regions and countries present opportunities for new trade agreements or increased demand that could benefit U.S. agricultural exports :
zurl.co/HuQAg pic.x.com/Wuhg2qOryz
Several regions and countries present opportunities for new trade agreements or increased demand that could benefit U.S. agricultural exports :
zurl.co/HuQAg pic.x.com/Wuhg2qOryz
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
Rusagro Founder Vadim Moshkovich Detained
Rusagro is one of Russia’s largest food producers:
• Ranks 1st–2nd in sugar production
• 2nd in meat production
• A leading producer of oil and fat products
• Among the top 5 landowners with ~700,000 hectares
📉 Chart: #Rusagro pic.x.com/Y7bU5l1REy
Rusagro is one of Russia’s largest food producers:
• Ranks 1st–2nd in sugar production
• 2nd in meat production
• A leading producer of oil and fat products
• Among the top 5 landowners with ~700,000 hectares
📉 Chart: #Rusagro pic.x.com/Y7bU5l1REy
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
Russian wheat stockpiles are crumbling 📉:
• Total stocks down 34% YoY
• Southern region (export hub): down 47% YoY
This could tighten export flows just as buyers look to the Black Sea.
Full breakdown here: sizov.report/reports/25884/…
#oatt #sizovreport #wheat #blacksea pic.x.com/38WyCO2UcW
• Total stocks down 34% YoY
• Southern region (export hub): down 47% YoY
This could tighten export flows just as buyers look to the Black Sea.
Full breakdown here: sizov.report/reports/25884/…
#oatt #sizovreport #wheat #blacksea pic.x.com/38WyCO2UcW
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Andrey Sizov
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@sizov_andre
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Mar 26
Andrey Sizov
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@sizov_andre
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Mar 26
Sizov said the U.S. announcement was “surprising,” as Russian food and fertilizer exports had hit “record highs since the war began.” Data collected by SovEcon showed Russian grain exports hitting 71 million metric tons in the 2023-2024 season, compared with just 42 million in pic.x.com/K5wHal1wnK
Andrey Sizov
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@sizov_andre
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Mar 26
Retweeted...
Karen Braun
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@kannbwx
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Mar 26
🌽This is not a prediction, just an observation.
Whenever the U.S. #corn crop size shrinks between Aug and Jan (as happened in 2024), March planting intentions for the next year are almost always bearish (analysts underestimate acres).
So, 2025 corn intentions > 94.361M acres?? pic.x.com/V1Mg9dyo3B
Whenever the U.S. #corn crop size shrinks between Aug and Jan (as happened in 2024), March planting intentions for the next year are almost always bearish (analysts underestimate acres).
So, 2025 corn intentions > 94.361M acres?? pic.x.com/V1Mg9dyo3B
Karen Braun
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@kannbwx
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Mar 26
🌽Again, not a prediction, just an observation.
In the past 2 decades, U.S. #corn acres in March have *never* been bullish (smaller than avg trade guess) when the new-crop CBOT soybean/corn ratio averages 2.3 or lower during February.
Feb 2025 ratio = 2.24
Acres >= 94.361M?? pic.x.com/kUrswavihd
In the past 2 decades, U.S. #corn acres in March have *never* been bullish (smaller than avg trade guess) when the new-crop CBOT soybean/corn ratio averages 2.3 or lower during February.
Feb 2025 ratio = 2.24
Acres >= 94.361M?? pic.x.com/kUrswavihd
Josh Linville
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@JLinvilleFert
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Mar 26
India has finally announced their long awaited urea purchase tender.
Looking for 1.5M tons split between the coasts.
Shipment period into June should mean little issue getting tons.
Markets are firm this morning on the announcement but let's see if that lasts.
Looking for 1.5M tons split between the coasts.
Shipment period into June should mean little issue getting tons.
Markets are firm this morning on the announcement but let's see if that lasts.
Arlan Suderman
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@ArlanFF101
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Mar 26
Arlan Suderman
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@ArlanFF101
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Mar 26
Arlan Suderman
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@ArlanFF101
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Mar 26
Karen Braun
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@kannbwx
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Mar 26
🇺🇸Analysts see March 1 U.S. #corn stocks down on the year, but #soybeans & #wheat are pegged up from a year ago.
🚨SURPRISE WATCH: the range in estimates for corn is *half* the normal size and the smallest since 2007. The bean range is the smallest in a decade. pic.x.com/8rV9SXsHqH
🚨SURPRISE WATCH: the range in estimates for corn is *half* the normal size and the smallest since 2007. The bean range is the smallest in a decade. pic.x.com/8rV9SXsHqH
Arlan Suderman
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@ArlanFF101
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Mar 26
Accounts we follow:
farmbucks.com
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
496 Following
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569 Followers
Andrey Sizov
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
2158 Following
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36.0K Followers
Karen Braun
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
149 Following
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83.4K Followers
Arlan Suderman
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
4441 Following
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50.4K Followers
Josh Linville
@JLinvilleFert Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
@JLinvilleFert Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
23.4K Following
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38.0K Followers
Market Talk
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
390 Following
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1670 Followers
Pro Farmer
@profarmer We help farmers capture higher profits with on-target, practical marketing advice and strategies. Mobile, Email & Digital services.
@profarmer We help farmers capture higher profits with on-target, practical marketing advice and strategies. Mobile, Email & Digital services.
143 Following
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19.8K Followers