Latest news from (Twitter)

Pro Farmer
Pro Farmer · @profarmer · Dec 14
The U.S. agriculture industry has started talks with Donald Trump’s transition team in a bid to advocate for the sector as the president-elect pledges tariffs and mass deportations.
zurl.co/4bfAz pic.x.com/VzhxrMLItf
Karen Braun
Karen Braun · @kannbwx · Dec 14
🌍Snapshot of global soybean trade, Dec. 14, 2024

There are more U.S. #soybeans on the ocean now versus last year but fewer cargoes from #Brazil. USA's November soy exports were up ~30% from Nov 2023, though Brazil's were 50% lighter. pic.x.com/8WJNhY9uxq
Pro Farmer
Pro Farmer · @profarmer · Dec 14
Cash cattle and wholesale beef fundamentals remain very supportive of the short-term cattle outlook.
After having surged to $194.00 Wednesday, the five-area cash average rose another $1.00-plus, reaching $195.21 Thursday.

That brought the four-day average up to $194.31.
Pro Farmer
Pro Farmer · @profarmer · Dec 14
The U.S. exported 582.8 million lbs. of pork during October, the 2nd most for the month behind 2020.

Through the first 10 months of this year, pork exports totaled 5.826 billion lbs., up 252.9 million lbs. (4.5%) from the same period last year.
Pro Farmer
Pro Farmer · @profarmer · Dec 14
ICYMI - the European Union and Mercosur bloc reached a trade deal after 25 years of negotiations.

We break down some of the main agricultural components of the agreement: zurl.co/2iMSH pic.x.com/ZeY3Yjep7z
Pro Farmer
Pro Farmer · @profarmer · Dec 14
Canada is considering implementing export taxes on major commodities, including uranium, oil and potash, as a potential response to incoming President Donald Trump's threat to impose broad tariffs.

This move by the Canadian government is part of a strategic plan to counter… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Dec 14
Great conversation to wrap the week with @kvanahn from @VanAhnCo as we look at the poor end of the week in grains and why you have to treat futures and cash differently. #OATT #Commodities

youtu.be/ul01GniOamk?si…
Pro Farmer
Pro Farmer · @profarmer · Dec 14
The American Coalition for Ethanol (ACE) has provided detailed feedback to the House Ways and Means Committee on the 45Z Clean Fuel Production Tax Credit.
zurl.co/FA55W pic.x.com/wzSvtbAJKR
Pro Farmer
Pro Farmer · @profarmer · Dec 14
Soybean exports will be closely watched by traders and analysts alike over the coming month, especially given this week’s slowdown in sales.

Whether slow sales this week start a trend or were a one-off event will be key in how the export outlook is come January.
Pro Farmer
Pro Farmer · @profarmer · Dec 13
The U.S. agriculture industry has started talks with Donald Trump’s transition team in a bid to advocate for the sector as the president-elect pledges tariffs.
zurl.co/I2B1B pic.x.com/fS2aFsf3R0
Karen Braun
Karen Braun · @kannbwx · Dec 13
🌽When funds are sufficiently long CBOT #corn, they are usually long CBOT #wheat & #soybeans, too, or at least the combination of them.

But recently, their bullish corn bets deviate strongly from their bearish wheat/bean views. The latest week sticks out very clearly on a chart. pic.x.com/XzBbGzYotG
Karen Braun
Karen Braun · @kannbwx · Dec 13
🌽Money managers in the week ended Dec. 10 boosted their net long in CBOT #corn futures & options to 165,890 contracts - their most bullish stance since February 2023. A lot of new gross longs added this week - the most for any week since Nov. 2021. Shorts were covered, too. pic.x.com/1DB4InJgfS
Market Talk
Market Talk · @markettalkag · Dec 13
Grains finished with a lower tone to end the week while livestock was mixed. We recap the week and talk about why you have to understand and treat futures and cash markets differently with Kristi Van Ahn-Kjeseth (@kvanahn) with @VanAhnCo on today's show.

youtube.com/watch?v=ul01Gn…
Pro Farmer
Pro Farmer · @profarmer · Dec 13
Today’s technically bearish weekly low close in March cotton futures sets the stage for follow-through selling pressure from chart-oriented speculators early next week.

This week’s surge in the U.S. dollar index will also likely limit buyer interest in the natural fiber in the… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Dec 13
Industry group Abiove increased its 2025 Brazilian soybean production estimate to 168.7 MMT, up 1 MMT from the previous forecast.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 13
Retweeted...
Market Talk Market Talk · @markettalkag · Dec 13
A mostly lower trade on Friday to end the week. We get a look at the markets in our Midday Commentary with Arlan Suderman (@ArlanFF101) from @StoneX_Official.

markettalk.libsyn.com/midday-comment…
Pro Farmer
Pro Farmer · @profarmer · Dec 13
Expiring December live cattle rose $1.525 to $193.65 Friday, while most-active February futures climbed $1.175 to $192.025.

That marked a weekly surge of $5.85.
Market Talk
Market Talk · @markettalkag · Dec 13
A mostly lower trade on Friday to end the week. We get a look at the markets in our Midday Commentary with Arlan Suderman (@ArlanFF101) from @StoneX_Official.

markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
A nice chart partly explaining Germany's economic problems...still amazed at how they shut down all its #nuclear energy.

Spain, you are not going to do something dumb like that, aren't you? x.com/DanielKral1/st…
Daniel Kral Daniel Kral · @DanielKral1 · Dec 12
The three main net electricity exporters in Europe are 🇫🇷🇸🇪🇳🇴. Not long ago, 🇩🇪 was one of them but decided to remove its stable baseload source.

The small Nordic economies now export 20-30% of their domestic consumption, which is increasing their prices and causing a pushback. pic.x.com/Zc2xFBab20 x.com/jfkirkegaard/s…
Karen Braun
Karen Braun · @kannbwx · Dec 13
From Thursday.....

🇧🇷Conab made very slight tweaks to #Brazil's 2024/25 harvest outlooks this month. Notice that Brazil is set to produce 12.5% more #soybeans and 3.4% more #corn than last season. pic.x.com/lnEXGkeeJk
Pro Farmer
Pro Farmer · @profarmer · Dec 13
The latest CPC forecast puts 59% odds a weak La Niña event will develop in the November-January period, rising above 70% during December-February.
zurl.co/sdqdO pic.x.com/ubUcqZTH24
Josh Linville
Josh Linville · @JLinvilleFert · Dec 13
Piece of ground sold local at $8,600/acre. Figure 225/acre yield for corn:

Dec '25 corn - $4.37
225 x $4.37 = $983/acre

If there were NO input/harvest/interest/etc. costs and continuous corn, it would still take 9 years to break even.

...I do not understand farm purchase math
Pro Farmer
Pro Farmer · @profarmer · Dec 13
Packer margins remain deep in the red despite recent strength in the beef market, which has traders wary of continued strength in the cash cattle market.
Pro Farmer
Pro Farmer · @profarmer · Dec 13
North Dakota’s Industrial Commission unanimously approved a plan allowing Summit Carbon Solutions to store millions of tons of carbon dioxide underground, despite objections from some landowners.

The project, utilizing a pipeline network across 5 states, will gather carbon… x.com/i/web/status/1…
farmbucks.com
farmbucks.com · @farmbuckscom · Dec 13
This week’s update on 🇨🇦 canola exports shows how shipments were moving quickly before the highly anticipated December 1st Chinese tariffs, but are now slowing down. Exporters are exercising caution in doing business with China, and we’ll be watching to see how much the volume... pic.x.com/TxqcxzLKBG
Josh Linville
Josh Linville · @JLinvilleFert · Dec 13
#Urea is closing the week like it started - hot.

Demand stepping forward is starting to realize supply tightness. India purchase tender spurring it on.

#UAN values are following higher. Few production issues are keeping it tight as well.
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
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Jim McCormick Jim McCormick · @jpmccormick3 · Dec 13
Export Sales to Unknown Destinations
Private exporters reported sales of 200,000 metric tons of soybeans for delivery to unknown destinations during the 2024/2025 marketing year.
#Soybeans
Karen Braun
Karen Braun · @kannbwx · Dec 13
USDA confirms the sale of 200,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2024/25.
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
🌾 Russian Crop Update: Risks Mounting

• 2025 #wheat crop may drop to its lowest since 2021 📉
• Pre-winter conditions are the worst in decades
#Corn yield rises, but winter sowing hits a 6-year low

Check the report with a free trial: sizov.report/reports/24874/…

#oatt #agwxx.com/i/web/status/1… pic.x.com/EdLxslOwhP
Pro Farmer
Pro Farmer · @profarmer · Dec 13
China’s total grain production reached a record of 706.5 MMT this year, the National Bureau of Statistics said, up 1.6% from last year.

Details in Friday's First Thing Today report: zurl.co/SjCZF pic.x.com/4X5sC9NfFW
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
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Andrey Sizov Andrey Sizov · @sizov_andre · Dec 13
Indian millers are buying all the #wheat they can get from the government.

"For the second consecutive week, there was nearly 100% offtake recorded in the weekly wheat e-auction by the Food Corporation of India (FCI) from official reserves."

#oatt #indiax.com/i/web/status/1… pic.x.com/nN6TWgumgH
Pro Farmer
Pro Farmer · @profarmer · Dec 13
The Grain Industry Association of Western Australia (GIWA) raised its estimate for wheat production in the state, saying yields from the ongoing harvest continued to exceed expectations.

Western Australia is now on track to produce 10.MMT of wheat, GIWA said in its monthly crop… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Retweeted...
SovEcon SovEcon · @sovecon · Dec 13
U.S. corn and soybean export sales fell below market expectations for the week ending Dec. 5, USDA reported. Exporters sold 0.9 mmt, below the estimated range of 1.1–1.9 mmt, and 1.2 mmt of soybeans, below the 1.5–2.2 mmt range.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Dec 12
SovEcon: Russian #Wheat Exports in December to Decrease by 17% MoM

#oatt #sizovreport #blacksea

Free note: buff.ly/3BmGolw pic.x.com/PdsyK3DYHj
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Dec 12
Bloomberg: "Trump’s first trade war hurt American #soybeans farmers to the tune of $11 billion. A sequel is set to be even worse.

The humble bean was the poster child of Trump’s first tariff spat with China, with American shipments to the world’s top buyer of the commodity… x.com/i/web/status/1… pic.x.com/w0lupTvQcH
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
HAMBURG - Saudi Arabia’s state purchasing agency, the General Food Security Authority (GFSA), has issued an international tender to buy an estimated 595,000 metric tons of #wheat, European traders said on Thursday.

The deadline for submission of price offers is Friday, Dec. 13,… x.com/i/web/status/1… pic.x.com/ygxzq8IjMY
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Russian #wheat exports could drop 17% MoM in December - @SovEcon

The new December export estimate will be published today in a weekly report -> sizov.report/?utm_campaign=…

#oatt #sizovreport #russia #blacksea pic.x.com/uS4tDpnN3E
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Retweeted...
TheGrainGeek TheGrainGeek · @thegraingeek · Dec 13
a bit of optimism for 2025? The market just needs to take the hint now 😵‍💫 x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 13
Indian millers are buying all the #wheat they can get from the government.

"For the second consecutive week, there was nearly 100% offtake recorded in the weekly wheat e-auction by the Food Corporation of India (FCI) from official reserves."

#oatt #indiax.com/i/web/status/1… pic.x.com/nN6TWgumgH
Pro Farmer
Pro Farmer · @profarmer · Dec 13
The U.S. producer price index rose 0.4% from the previous month in November, the biggest monthly gain since June, led by a 54.6% jump in egg prices. On an annual basis, producer prices increased 3.0%, the biggest rise since February 2023.

Despite the producer price data and… x.com/i/web/status/1…
farmbucks.com
farmbucks.com · @farmbuckscom · Dec 13
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Darin D. Fessler ✝️ Darin D. Fessler ✝️ · @DDFalpha · Dec 12
#Wheat Ending Stocks v Stock-to-Use of Major Exporters:

🌾Ending Stocks 12yr lows.
🌾Stock-to-Use 17yr lows.

#Argentina 🇦🇷 #Australia 🇦🇺 #Canada 🇨🇦 #EU 🇪🇺 #Kazakhstan 🇰🇿 #Russia 🇷🇺 #Ukraine 🇺🇦 #USA 🇺🇸 pic.x.com/x6LoajMNxG
Pro Farmer
Pro Farmer · @profarmer · Dec 13
ENSO-neutral continued in November, but models continue to predict a weak and short-lived La Niña this winter, according to the U.S. Climate Prediction Center (CPC).
zurl.co/5rPvQ pic.x.com/etknEZFjxa
Pro Farmer
Pro Farmer · @profarmer · Dec 13
Brazil’s chicken meat production is set to reach a record 15.3 MMT in 2025, growing as much as 2.7% on a yearly basis, while exports could rise to 5.4 MMT, a 1.9% increase from this year, meat lobby ABPA said.

For pork, production could rise as much as 2% to 5.45 MMT next year,… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Wheat traders continue to shake off a tight world balance sheet, which has done little to spur gains in price or even much of an uptick in export sales.

While total commitments are running at the highest clip since 2020-21, sales for the week ended Dec. 5 were rather… x.com/i/web/status/1…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Retweeted...
Market Talk Market Talk · @markettalkag · Dec 12
Are we seeing some farmer selling drift into the grains on Thursday? We run through the grain, livestock and outside market moves with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary. #OATT #agnews #commodities

markettalk.libsyn.com/midday-comment…
Market Talk
Market Talk · @markettalkag · Dec 12
Do farmers need to look at selling grain before the end of the year? That's one of the many topics we look at in the markets today with Bryan Doherty from @TotalFarmMktg.

#grain #markets #grainmarkets

youtube.com/watch?v=t6qFwH…
Market Talk
Market Talk · @markettalkag · Dec 12
Have we hit the top end of cattle prices? We talk about that and recap the latest @RaboFoodAgri Global Beef Quarterly for Q4 with Lance Zimmerman, Senior Analyst-Animal Protein with @raboresearch.

#cattle #cattlemarket #cattleproducer #beef #beefcattle

youtube.com/watch?v=p0ACk1…
Pro Farmer
Pro Farmer · @profarmer · Dec 12
EPA’s investigation into used cooking oil (UCO) imports is directly related to biofuel tax incentives and compliance with the Renewable Fuel Standard (RFS) program.
zurl.co/vlOLE pic.x.com/n5nxjFgARC
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
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Paul Temple Paul Temple · @PaulWoldfarm · Dec 12
It just seems to have no impact.
Must be a but. x.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · Dec 12
🇦🇷Many parts of #Argentina's farm belt received good rains in recent weeks after a dry winter. But #corn planting is on hold in areas of the top producing province of Cordoba due to recent dryness. pic.x.com/YM0ANDdRqc
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Although “tis the season” for hog and pork market weakness, cash hog and wholesale pork values have continued holding up surprisingly well.

Again, this firmness likely reflects the unexpected reductions in hog supplies seen this fall, along with sustained consumer demand… x.com/i/web/status/1…
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Corn futures led weakness today after yesterday’s failed break above $4.50 led to significant followthrough selling efforts today.

Little has changed on the fundamental front for corn, but traders were discouraged by export sales coming in below expectations for the week ended… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
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Andrey Sizov Andrey Sizov · @sizov_andre · Dec 12
#Wheat is cheap, guys 📉 The global stocks-to-use chart says it all.

(Plus, US export numbers likely need a further upward revision 📈)

#sizovreport #grains #oatt pic.x.com/Kq47lRMGLx
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Very rapid planting progress for #corn and #soybeans in Argentina to take advantage of the moisture and to get ahead of disease issues. Crop ratings are quite good as well, altho some heat/dryness risks are in the longer-term outlook. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
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Andrey Sizov Andrey Sizov · @sizov_andre · Dec 12
Global #wheat prices climb as funds cover shorts, with Matif leading the rally and breaking key DMAs.

Key to watch: €232 Matif level, Black Sea escalation, $DXY, #corn and funds buying. 🌾📈

Our take in today’s mid-week report: sizov.report/reports/24841/…

#sizovreport #grainsx.com/i/web/status/1… pic.x.com/wpvjRcT6TT
Pro Farmer
Pro Farmer · @profarmer · Dec 12
USDA reported weekly soybean sales of 1.174 MMT, down 49% from the previous week and 42% from the 4-week average.

Sales were the lowest since the 2nd week of August, before the official start of the marketing year, and below expectations ranging from 1.5 MMT to 2.2 MMT.
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Efforts to extend the 2018 Farm Bill and provide financial aid to farmers have hit a political snag.

Lawmakers are now exploring passing a clean, one-year 2018 Farm Bill extension and incorporating emergency economic aid for farmers in a separate disaster aid package.… x.com/i/web/status/1… pic.x.com/I6d1AqHrBr
Market Talk
Market Talk · @markettalkag · Dec 12
Are we seeing some farmer selling drift into the grains on Thursday? We run through the grain, livestock and outside market moves with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary. #OATT #agnews #commodities

markettalk.libsyn.com/midday-comment…
Market Talk
Market Talk · @markettalkag · Dec 12
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Arlan Suderman Arlan Suderman · @ArlanFF101 · Dec 12
Marketing year to date #corn export sales still exceed the seasonal pace needed to hit USDA's upwardly revised target by 204 million bushels, down from 215 million the previous week. #oatt
Karen Braun
Karen Braun · @kannbwx · Dec 12
🇺🇸🇨🇳The last time #soybeans were not the top annual U.S. ag export to #China? 1998 - the top product was #soyoil, which accounted for 24% of all U.S. ag exports by value to China that year.

Soybeans broke in in 1986, though the 70s/80s/90s were dominated by #wheat & #cotton. pic.x.com/8md2T0wSLn
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
#Wheat is cheap, guys 📉 The global stocks-to-use chart says it all.

(Plus, US export numbers likely need a further upward revision 📈)

#sizovreport #grains #oatt pic.x.com/Kq47lRMGLx
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
Global #wheat prices climb as funds cover shorts, with Matif leading the rally and breaking key DMAs.

Key to watch: €232 Matif level, Black Sea escalation, $DXY, #corn and funds buying. 🌾📈

Our take in today’s mid-week report: sizov.report/reports/24841/…

#sizovreport #grainsx.com/i/web/status/1… pic.x.com/wpvjRcT6TT
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Conab lowered the Brazilian corn crop forecast 180,000 MT to 119.63 MMT but maintained its 2024-25 export projection at 34 MMT.
Josh Linville
Josh Linville · @JLinvilleFert · Dec 12
Still the best pizza out there. This truck agrees. x.com/JenSchweigert/…
Jenny Schweigert 🇺🇲 Jenny Schweigert 🇺🇲 · @JenSchweigert · Dec 12
Talk about VIP parking. Glad I wasn’t in the mood for pizza tonight. pic.x.com/5LyuMntBnl
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
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SovEcon SovEcon · @sovecon · Dec 12
The Rosario Grain Exchange raised its wheat production estimate for 2024/25 by 0.5 million mt to 19.3 million mt. The forecast was revised amid recent rains.

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

#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
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Andrey Sizov Andrey Sizov · @sizov_andre · Dec 12
The short-covering rally in Matif #wheat rolls on! 🚀 Open interest is dropping, and the price has smashed through 20DMA -> 50DMA -> 100DMA. 📈

Good luck to the funds that shorted it around €220…

We predicted this rally… but is it over? 🤔 Find our take in today’s mid-week… x.com/i/web/status/1… pic.x.com/wTLDI12YyM
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
President-elect Donald Trump has invited Chinese President Xi Jinping to attend his inauguration next month, multiple sources told CBS News, and inauguration officials are making plans for additional foreign dignitaries to attend the swearing-in ceremony.

#soybeans #corn #wheatx.com/i/web/status/1… pic.x.com/PEPNGsqSfH
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Marketing year to date #corn export sales still exceed the seasonal pace needed to hit USDA's upwardly revised target by 204 million bushels, down from 215 million the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Marketing year to date #soybean export sales exceed the seasonal pace needed to hit USDA's target by 104 million bushels, versus 105 million the previous week. #oatt
Pro Farmer
Pro Farmer · @profarmer · Dec 12
The Iowa Department of Agriculture and USDA announced an outbreak of highly pathogenic avian influenza (HPAI) in a Sac County commercial turkey flock.

This is Iowa’s 7th detection of HPAI in poultry this year and the 4th in less than a week.
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
Trump's big Times interview...a lot about Ukraine-Russia. Interestingly China is not discussed at all, just mentioned briefly.

#wheat #oatt #blacksea

time.com/7201565/person…
Karen Braun
Karen Braun · @kannbwx · Dec 12
USDA confirms the sale of 334,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2024/25.
Market Talk
Market Talk · @markettalkag · Dec 12
Retweeted...
Karen Braun Karen Braun · @kannbwx · Dec 12
USDA confirms the sale of 334,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2024/25.
Karen Braun
Karen Braun · @kannbwx · Dec 12
🇺🇸U.S. export sales were mostly disappointing last week with #corn & #soybeans below trade estimates. China accounted for 60% of the net bean sales. South Korea and India were the top buyers of #soyoil. Total soyoil sales now account for 96% of USDA's full-year export outlook. pic.x.com/mnt3t0mXM9
Pro Farmer
Pro Farmer · @profarmer · Dec 12
A U.S. Treasury spokesperson recently confirmed that they anticipate issuing guidance before the end of the Biden administration, enabling eligible producers to claim the 45Z credit for 2025.

More in today's Policy Update: zurl.co/OvBR4 pic.x.com/Rd8cWRnYMz
Josh Linville
Josh Linville · @JLinvilleFert · Dec 12
Global #urea values continue to move higher.

- Chinese exports nearly non-existent
- EU production still 75% normal due to high gas values

Now, demand is starting to step forward.

Oh, NOLA values remain $15 - $30 cheaper than world replacement...that will fix eventually.
Pro Farmer
Pro Farmer · @profarmer · Dec 12
USDA reported daily sales of 334,000 MT of soybeans for delivery to unknown destinations during the 2024-25 marketing year.
Pro Farmer
Pro Farmer · @profarmer · Dec 12
The Rosario Grain Exchange raised its 2024-25 Argentine wheat production forecast by 500,000 MT to 19.3 MMT after recent favorable weather.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Export sales for the week ending Dec. 5 (mln bu): #corn 37.3, grain sorghum 0.2, #soybeans 43.1, #wheat 10.7 #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
Columbia was the featured buyer of US #corn in the week ending Dec. 5 at a net 10.2 million bushels, followed by Mexico at 7.7 million bushels. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
China was the featured buyer of US #soybeans in the week ending Dec. 5 at a net 25.9 million bushels, but that included 14.9 million bushels previously purchased by "unknown destinations" that was switched to China during the week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
#Soyoil export sales again strong in the week ending Dec. 5 at a net 63,900 MT, with South Korea leading at 31,000 MT, followed by 10,000 MT to India and 7,800 MT to Mexico. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Dec 12
#Soymeal sales were soft in the week ending Dec. 5 at a net 176,300 MT, with Mexico accounting for 130,500 MT of the business. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
Bloomberg: "Trump’s first trade war hurt American #soybeans farmers to the tune of $11 billion. A sequel is set to be even worse.

The humble bean was the poster child of Trump’s first tariff spat with China, with American shipments to the world’s top buyer of the commodity… x.com/i/web/status/1… pic.x.com/w0lupTvQcH
Pro Farmer
Pro Farmer · @profarmer · Dec 12
The European Union and Mercosur bloc reached a trade deal after 25 years of negotiations.
For the ag sector, Brazil is positioned to be the big winner and France the big loser.
zurl.co/sLyZK pic.x.com/cK2hX7oqrs
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
SovEcon: Russian #Wheat Exports in December to Decrease by 17% MoM

#oatt #sizovreport #blacksea

Free note: buff.ly/3BmGolw pic.x.com/PdsyK3DYHj
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
Retweeted...
Charlie Bilello Charlie Bilello · @charliebilello · Dec 12
Argentina's Monthly Inflation Rate...
Dec 2023 (Javier Milei takes office): 25.5%
Jan 2024: 20.6%
Feb 2024: 13.2%
Mar 2024: 11.0%
Apr 2024: 8.8%
May 2024: 4.3%
Jun 2024: 4.6%
Jul 2024: 4.0%
Aug 2024: 4.2%
Sep 2024: 3.5%
Oct 2024: 2.7%
Nov 2024: 2.4%

Afuera! pic.x.com/B5nCbJ9e2y
Pro Farmer
Pro Farmer · @profarmer · Dec 12
The government’s Dietary Guidelines Advisory (DGA) Committee released its report, recommending reduced consumption of added sugars and red meat.

Agriculture groups and industry stakeholders, such as the National Cattlemen’s Beef Association, criticized the report’s focus on… x.com/i/web/status/1… pic.x.com/wfDVFXXNzs
Pro Farmer
Pro Farmer · @profarmer · Dec 12
Ethanol production averaged 1.078 million barrels per day (bpd) during the week ended Dec. 6, up 5,000 bpd (0.5%) from the previous week and 4,000 bpd (0.4%) above the same week last year.

Ethanol stocks dropped 355,000 barrels to 22.648 million barrels.
Andrey Sizov
Andrey Sizov · @sizov_andre · Dec 12
The short-covering rally in Matif #wheat rolls on! 🚀 Open interest is dropping, and the price has smashed through 20DMA -> 50DMA -> 100DMA. 📈

Good luck to the funds that shorted it around €220…

We predicted this rally… but is it over? 🤔 Find our take in today’s mid-week… x.com/i/web/status/1… pic.x.com/wTLDI12YyM
Pro Farmer
Pro Farmer · @profarmer · Dec 12
The U.S. consumer price index (CPI) rose 0.3% last month, the largest monthly gain since April after advancing 0.2% for four straight months.

Food costs increased 2.4% over the past year, with grocery prices up 1.6% and restaurant prices up 3.6%.
Pro Farmer
Pro Farmer · @profarmer · Dec 11
The cotton outlook seems less than promising, especially with export demand prospects remaining weak and USDA having boosted its production estimate in Tuesday’s Supply & Demand and Crop Production reports.

The market has also been disappointed by the slow development of demand… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Dec 11
The #corn and #soybean markets seem to be hitting some key resistance points on the charts post December #WASDE report. We discuss the market action and what to watch for across the trade on today's show with Ted Seifried (@TheTedSpread) from @ZanerGroup.

youtube.com/watch?v=_T8vhl…
Market Talk
Market Talk · @markettalkag · Dec 11
We are seemingly bumping up against some key resistance levels in the grain markets after the December WASDE report. Could these prices drive some farmer selling before Christmas? We talk through the latest #grain market action and more with Craig Turner (@CornWheatSoy) from… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Dec 11
We are bumping up against some key resistance levels in the grain markets after the Dec WASDE report. Could these prices drive farmer selling before Christmas? We talk through the latest #grain market action & more with Craig Turner (@CornWheatSoy) from @StoneX_Official.… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Dec 11
We are bumping up against some key resistance levels in the grain markets after the Dec WASDE report. Could these prices drive farmer selling before Christmas? We talk through the latest #grain market action w/ Craig Turner (@CornWheatSoy) from @StoneX_Official.… x.com/i/web/status/1…
Market Talk
Market Talk · @markettalkag · Dec 11
We are bumping up against some key resistance levels in the grain markets after the Dec WASDE report. Could these prices drive farmer selling? We talk through the latest #grain market action w/ Craig Turner (@CornWheatSoy) from @StoneX_Official.

youtube.com/watch?v=2I2ANa…
Pro Farmer
Pro Farmer · @profarmer · Dec 11
Farm-state officials continue to talk about a farm aid package along the lines we discussed Tuesday, including around $9 billion in direct payments for 2024 and another $1 billion for crop insurance rebates.
zurl.co/SXyqd pic.x.com/uJaH5vTqkL
Pro Farmer
Pro Farmer · @profarmer · Dec 11
After 5 daily price gains in a row, the corn market became short-term overbought, technically, & was due for a corrective pullback.

Gains in corn were also limited by a firmer U.S. dollar index today, but higher crude oil prices somewhat offset the bearish impact of the higher… x.com/i/web/status/1…
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