Latest news from (Twitter)

Karen Braun
Karen Braun · @kannbwx · May 23
🇺🇸Drought has receded significantly over the past 2 months in the U.S. Corn Belt following recent rains. Two-thirds of Iowa is drought-free, the most since June 2022. Drought Monitor does have the tendency to lag a bit, so the latest rainfall might not be fully factored in.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 23
Marketing year to date #corn export sales match the seasonal pace needed to hit USDA's target, while actual shipments exceed the pace by 21 million bushels. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 23
Marketing year to date #soybean export sales fall short of the seasonal pace needed to hit USDA's target by 61 million bushels, while actual shipments exceed the pace by 30 million bushels. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
Some details about China's #CRISPR #wheat:

* Resistant to powdery mildew fungal infection which may lead to yield loss of up to 30%
* 8 years of development, a publication in Nature in 2022, and swift approval of commercial production in 2024
* second commercial genetically… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
Some details about China's #CRISPR #wheat:

* Resistant to powdery mildew fungal infection which may lead to yield loss of up to 30%
* 8 years of development, a publication in Nature in 2022, and swift approval of commercial production in 2024
* second commercial genetically… x.com/i/web/status/1…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 23
Export sales for the week ending May 16 (mln bu): #corn 35.9 old- & 12.0 new-crop; grain sorghum 0.2, #soybeans 10.3 old- & 2.4 new-crop; #wheat 0.7 old- & 8.3 new-crop #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 23
Mexico was the featured buyer of US #corn in the week ending May 16 at a net 13.8 million bushels old old-crop and 11.3 million bushels of new-crop. China was down for 10.8 million, but that was mostly a shift from previous sales to unknown destinations. #oatt
Karen Braun
Karen Braun · @kannbwx · May 23
🇺🇸U.S. #corn export sales were decent last week, #soybeans were barely passable. Mexico was the top corn buyer and China had 274kt corn, mostly switched from unknown. Still no China on new-crop beans (tho 1 cargo sold to unknown). China bought its biggest beef volume since Oct.
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
SovEcon: Russian #wheat exports are to drop in May to 4.1 mmt from 5.0 mmt in April...still a big volume in line with May 2023 record-high.

More in today's exports and S&D sizov.report note.

#oatt #agwx #russia
Josh Linville
Josh Linville · @JLinvilleFert · May 23
I feel like a farmer this AM.

Part of my mulcher on my JD mower broke. Went to the website, got the pieces, went to checkout and then grumbled about the cost to replace something that broke so easily in the first place.

Cannot tell if these are tears of happiness or sadness!
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
Retweeted...
SovEcon SovEcon · @sovecon · May 23
The weather in most winter wheat growing regions in Russia remains unfavorable. Major weather models estimate precipitation levels for the next two weeks at 40-60% of the norm.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 22
That #wheat candle looks pretty ugly folks, especially if we close at the current level / below...hope you haven't missed my earlier tweet about Matif.

This chart suggests that we should drop further...the weather around the Black Sea / Europe might have its own agenda though.… x.com/i/web/status/1… pic.twitter.com/t5DXd38xq0
Andrey Sizov
Andrey Sizov · @sizov_andre · May 23
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 22
Russian #wheat exports in May to be record-high for the month

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

#oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 22
Here's how USDA's initial #soybean production estimates compare to final crop size. #oatt
Market Talk
Market Talk · @markettalkag · May 22
We saw #wheat mixed on Wednesday while #soybeans found support but also hit resistance at $12.50 in July futures again. Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics joins us today as we discuss if the wheat led rally can continue in grains?

youtu.be/UZjBlTr3Jl0
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 22
One of the stronger tendencies in the Ag commodities. #soybeans #oatt
Josh Linville
Josh Linville · @JLinvilleFert · May 22
Global #urea values remain supported as the bull factors outweigh the bear factors...longer term I still have concerns/questions.

Also growing concern that N.A. #phosphate will fail to meet last summer's lows due to low ending inventories and lack of import competition...
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 22
#Soybean exports rise from the initial USDA May estimate more often than not, although it has fallen short more frequently in recent years. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
😉 x.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · May 22
Matift #wheat hit the highest level since last summer but that wick and the gap below don't look friendly for the bulls

#oatt #agwx #sizovreport pic.twitter.com/EcKkGoQfIm
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 22
Retweeted...
Market Talk Market Talk · @markettalkag · May 22
Grains are mixed near unchanged with soybeans showing the most enthusiasm on Wednesday along with moderate gains in both live and feeder cattle. We discuss the midweek market action with Arlan Suderman (@ArlanFF101) from @StoneX_Official @AmericanAgNet

markettalk.libsyn.com/midday-comment…
Karen Braun
Karen Braun · @kannbwx · May 22
🇧🇷Agroconsult sees #Brazil's 23/24 second #corn crop at 96.7 mmt (3.8 bbu), down 10.5% from last year and driven largely by uncooperative weather. USDA has Brazil's full 23/24 corn crop down 10.9% on the year.
Market Talk
Market Talk · @markettalkag · May 22
Grains are mixed near unchanged with soybeans showing the most enthusiasm on Wednesday along with moderate gains in both live and feeder cattle. We discuss the midweek market action with Arlan Suderman (@ArlanFF101) from @StoneX_Official @AmericanAgNet

markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
That looks pretty ugly folks, especially if we close to the current level...hope you haven't missed earlier tweet about Matif.

This chart suggest that we should drop further...the weather around the Black Sea / Europe might have its own agenda though.

Don't miss today's market… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
That #wheat candle looks pretty ugly folks, especially if we close at the current level / below...hope you haven't missed my earlier tweet about Matif.

This chart suggest that we should drop further...the weather around the Black Sea / Europe might have its own agenda though.… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
That #wheat candle looks pretty ugly folks, especially if we close at the current level / below...hope you haven't missed my earlier tweet about Matif.

This chart suggests that we should drop further...the weather around the Black Sea / Europe might have its own agenda though.… x.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
Matift #wheat hit the highest level since last summer but that wick and the gap below don't look friendly for the bulls

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
Russian #wheat exports in May to be record-high for the month

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

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
Matift #wheat hit the highest level since last summer but that wick and the gap below doesn't look friendly for the bulls

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 22
Retweeted...
SovEcon SovEcon · @sovecon · May 22
The USDA reported that U.S. exporters sold 113,050 mt of corn to Mexico and 110,000 mt to Spain.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Karen Braun
Karen Braun · @kannbwx · May 21
🌽U.S. #corn planting progress by state, week of May 19 (data was published Monday, but just in case anyone wanted to see).

Farmers in the Dakotas/Upper Midwest planted at a faster than normal pace last week while Ohio moved slower.
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 21
80-83 mmt Russian #wheat crop? Not sure at this stage. Last week's rain in Krasnodar and Stavropol was of help...

More: sizov.report/reports/22690/

#oatt #agwx #sizovreport pic.twitter.com/dpVrkN39ls
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 21
A good overview of what's happening to Black Sea #wheat by @DanteRofi with our comments [ESP]. By the way, if you are a wheat trader you should also keep an eye on the Russian spring planting campaign which is lagging badly.

#oatt #trigo #agwx

lanacion.com.ar/economia/campo…
Market Talk
Market Talk · @markettalkag · May 21
Better than expected planting progress seemed to weigh on the grain trade Tuesday while cattle had a solid day higher. We talk market action and risk management with Jacob Burks (@jacob1020) from @AgMarket_Net on today's program. #AgTwitter

youtu.be/dL4ZQMFSW7I
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 21
Retweeted...
Market Talk Market Talk · @markettalkag · May 21
Grains are mixed after better than anticipated planting progress out on Monday afternoon. Wheat is finding support again though from weather concerns overseas. We discuss markets with Arlan Suderman (@ArlanFF101) from @StoneX_Official. @AmericanAgNet

markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
And that RT post is gone (it is also gone from FB)...but this is still making noise on Twitter. This is how their noise/propaganda machine works.

Post something dumb, support it with bots / paid "influencers", (optionally: kill the initial post); generate second wave of noise,… x.com/i/web/status/1… x.com/dominictsz/sta…
Dominic Lee 李梓敬 Dominic Lee 李梓敬 · @dominictsz · May 21
German Foreign Minister Annalena Baerbock has filed a criminal complaint against a user on X for calling her the "world's dumbest foreign minister."

So much for "freedom of speech"! pic.twitter.com/2bm3FXzPLo
Market Talk
Market Talk · @markettalkag · May 21
Retweeted...
Karen Braun Karen Braun · @kannbwx · May 21
🇺🇸🇨🇳Reuters reporting that #China has purchased at least two cargoes of U.S. #soybeans for July shipment. pic.twitter.com/tJwFIsZcRo
Market Talk
Market Talk · @markettalkag · May 21
Grains are mixed after better than anticipated planting progress out on Monday afternoon. Wheat is finding support again though from weather concerns overseas. We discuss markets with Arlan Suderman (@ArlanFF101) from @StoneX_Official. @AmericanAgNet

markettalk.libsyn.com/midday-comment…
Karen Braun
Karen Braun · @kannbwx · May 21
🇺🇸🇨🇳Reuters reporting that #China has purchased at least two cargoes of U.S. #soybeans for July shipment.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 21
Monday's USDA numbers showed the U.S. #corn crop basically equal to the five-year average pace. Keep in mind that the five-year average is dragged down by 9 points or so do to the inclusion of 2019, but the market won't care as long as next week's weather allows planting. #oatt
Karen Braun
Karen Braun · @kannbwx · May 21
🇺🇸USDA sees bigger supplies of both U.S. #corn & #soybeans in 2024/25 versus 2023/24. That's bearish, right?

Perhaps, but did you know that in the past 20 years, USDA's initial May forecast had corn & soy ending stocks BOTH down year-on-year just ONCE? (2018/19)
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
A good overview of what's happening to Black Sea #wheat by @DanteRofi with our comments [ESP]. By the way, if you are a wheat trader you should also keep an eye on the Russian spring planting campaign which is lagging badly.

#oatt #trigo #agwx

lanacion.com.ar/economia/campo…
Karen Braun
Karen Braun · @kannbwx · May 21
Early on Tuesday, most-active CBOT #wheat traded close to $2.40 per bushel above CBOT #corn, wheat's largest premium since fall 2022. That is also up substantially from the 2024 low near $0.90 (early March). Ten-year daily average for this spread is around $1.30/bu.
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Retweeted...
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ CARPE DIEM COMMODITIES Sàrl 𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ CARPE DIEM COMMODITIES Sàrl · @RussianGrainTra · May 21
💥 Jordan 🇯🇴 today tender prices were not revealed , but they were between USD 286-> 302!

Tender cancelled .. new one next Tuesday 28/05 for same shipments periods. x.com/russiangraintr…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
80-83 mmt Russian #wheat crop? Not sure at this stage. Last week's rain in Krasnodar and Stavropol were of help...

More: sizov.report/reports/22690/

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
80-83 mmt Russian #wheat crop? Not sure at this stage. Last week's rain in Krasnodar and Stavropol was of help...

More: sizov.report/reports/22690/

#oatt #agwx #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
New high in CBOT #wheat but it looks like there are many unsold bushels around $7. If you are a farmer, are you selling now or still waiting for something substantially higher?

#oatt #agwx
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
New high in CBOT #wheat but it looks like there are some unsold bushels around $7.

If you are a farmer, are you selling now or still waiting for something substantially higher?

#oatt #agwx
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Retweeted...
SovEcon SovEcon · @sovecon · May 21
On Monday, wheat market surged sharply supported by worsening weather outlooks in Black Sea countries. In the coming week, Russia and Ukraine are expected to receive 40-60% of normal precipitation.

More: blog.sizov.report/sovecon-russia… #oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Retweeted...
SovEcon SovEcon · @sovecon · May 20
What could be the catalyst?
Another dry weather outlook in Russia?

#oatt #agwx x.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · May 21
USDA confirms export sales of U.S. #corn totaling 223,050 tonnes (8.8 MBU). That includes:
▪️56,525 t to Mexico in 2023/24
▪️56,525 t to Mexico in 2024/25
▪️110,000 t to Spain in 2023/24
Josh Linville
Josh Linville · @JLinvilleFert · May 21
Can anyone tell me why a 4-pack of guys underwear comes in a resealable bag...but most cereal's do not?
Andrey Sizov
Andrey Sizov · @sizov_andre · May 21
Organic farming accounts for around 10% of the total planting area in the EU with a target of 25% compared to 100% target in the past in Sri Lanka…that’s hard to compare.

(However, personally I’m totally OK with 5%-10%-50% organic share as long as its market driven and not… x.com/i/web/status/1… x.com/chigrl/status/…
Tracy (𝒞𝒽𝒾 ) Tracy (𝒞𝒽𝒾 ) · @chigrl · May 20
There are case studies on what the EU is trying to do to the farming industry...and the results were catastrophic x.com/chigrl/status/…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 20
CBOT #wheat is approaching limit up. Wonder who's buying it today. The funds probably have covered everything they had to by now...

#oatt #agwx #sizovreport pic.twitter.com/fHGnk5wTrP
Market Talk
Market Talk · @markettalkag · May 20
Retweeted...
Karen Braun Karen Braun · @kannbwx · May 20
🇺🇸Last week's planting pace for U.S. #corn, #soybeans and spring #wheat beat trade estimates. There were some weather disruptions, but analysts likely underestimated how hard farmers pushed whenever the planting window was open. Winter wheat conditions down 1 pt on the week. pic.twitter.com/6ASPNQuU7J
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Karen Braun Karen Braun · @kannbwx · May 20
🇺🇸Last week's planting pace for U.S. #corn, #soybeans and spring #wheat beat trade estimates. There were some weather disruptions, but analysts likely underestimated how hard farmers pushed whenever the planting window was open. Winter wheat conditions down 1 pt on the week. pic.twitter.com/6ASPNQuU7J
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
I recognize that this has been a very frustrating spring for many farmers, but the below numbers don't generate a lot of support on their own in the fund world. #corn #oatt
Karen Braun
Karen Braun · @kannbwx · May 20
🌽U.S. #corn was 70% planted as of May 19 versus a 5yr average of 71% and 10yr average of 76%. Average week-on-week gain is 17 pct points, but farmers added 21 points last week.
Forecast is looking wet this week, and 5yr avg pace is +11 points. Can we get to 81% by Sunday?
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Similar pattern in #soybean planting progress. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Big jump in winter #wheat condition index scores in Kansas, Michigan and Montana were not enough to offset big losses in Arkansas, Colorado, Illinois, and Oregon. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Ironically, spring #wheat planting progress is falling behind in Russia due to persistent rains in that region, versus drought in the winter wheat belt. #oatt
Karen Braun
Karen Braun · @kannbwx · May 20
May 20: CBOT July #wheat surges 5.8% on crop damage in top exporter #Russia. Monday's settle of $6.88-3/4 per bu is the most-active contract's highest settle since late July. Even touched the daily 40c limit at one point, first time doing so since July (#Ukraine port attacks).
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
USDA reports that 70% of the U.S. #corn crop was planted as of Sunday, up from 49% the previous week. The trade expected 68%. I submitted 66%. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
The U.S. #soybean crop was 52% planted as of Sunday, up from 35% the previous week. The trade was expecting 49%. I submitted 50%. #oatt
Josh Linville
Josh Linville · @JLinvilleFert · May 20
Global #urea markets continue to get excited on the back of further North African sales at higher values. Egypt values are up nearly $35 since last Monday.

...and I'm just here counting the days until the 3-day Memorial Day weekend...
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
The spring #wheat crop was 79% planted as of Sunday, up from 61% the previous week. The trade expected 76%. I submitted 80%. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
The winter #wheat crop rated 49% Good to Excellent this week, down from 50% last week. The trade expected 51%, which matched what I submitted as well. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Retweeted...
Market Talk Market Talk · @markettalkag · May 20
To start the week, #wheat is sharply higher helping to lead #soybeans and #corn higher as well. Weather seems to be at the forefront of the bullishness to start the week. We discuss with Arlan Suderman (@ArlanFF101) from @StoneX_Official. #AgTwitter

markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Mariela Brandolin Mariela Brandolin · @MarielaBrandoli · May 20
Seguirá picante el trigo🌾?
No llegan las lluvias al Mar Negro x.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · May 20
🇺🇸Last week's planting pace for U.S. #corn, #soybeans and spring #wheat beat trade estimates. There were some weather disruptions, but analysts likely underestimated how hard farmers pushed whenever the planting window was open. Winter wheat conditions down 1 pt on the week.
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Claudio Gianni Claudio Gianni · @ClaudioGianni · May 20
No pinta nada bien la principal zona de cultivo del trigo en Rusia. ¿Se podría llamar este mapa trigo a USD 293?, se pregunta este analista. Capaz nomás... x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · May 20
The Black Sea remains way drier than needed...
Is this map called $8/ 300 EUR #wheat?
Asking for a friend.

#agwx #oatt #sizovreport pic.twitter.com/M3IEOWVrcV
Karen Braun
Karen Braun · @kannbwx · May 20
#CropWatch24 Indiana #corn and #soybeans, both planted about a month ago, are in good shape thus far.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
#Wheat nearly at the 40-cent daily limit higher. Drought concerns in Russia and Ukraine and planting delays in Canada provide fundamental support. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
Farida Rustamova Farida Rustamova · @faridaily_ · May 20
The way in which Russian Defense Minister Shoigu was replaced last week with little-known economist Belousov was characteristic of Putin’s way of operating. Not only was it unexpected, but it was carried out in total secrecy. Why demote Shoigu? 🧵 pic.twitter.com/XTqUbZxGoj
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
CBOT #wheat is approaching limit up. Wonder who's buying it today. The funds probably have covered everything they had to by now...

#oatt #agwx #sizovreport
Market Talk
Market Talk · @markettalkag · May 20
Retweeted...
Arlan Suderman Arlan Suderman · @ArlanFF101 · May 20
#Wheat nearly at the 40-cent daily limit higher. Drought concerns in Russia and Ukraine and planting delays in Canada provide fundamental support. #oatt
Market Talk
Market Talk · @markettalkag · May 20
To start the week, #wheat is sharply higher helping to lead #soybeans and #corn higher as well. Weather seems to be at the forefront of the bullishness to start the week. We discuss with Arlan Suderman (@ArlanFF101) from @StoneX_Official. #AgTwitter

markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
The Black Sea remains way drier than needed...
Is this map called $8/ 300 EUR #wheat?
Asking for a friend.

#agwx #oatt #sizovreport
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
White Miel White Miel · @WhiteMiel · May 20
Lets go baby! x.com/sizov_andre/st…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Export inspections specifically for shipment to China in the week ending May 16 (mln bu): #corn 10.8, grain sorghum 4.9, #soybeans 0.3, #wheat 0.0 #oatt
Karen Braun
Karen Braun · @kannbwx · May 20
🇺🇸U.S. export inspections last week were (preliminarily) a marketing-year-low for #soybeans and the lowest since Nov. for #wheat. However, #corn inspections were slightly above all trade estimates and incl. 4 cargoes to China. Two #sorghum shipments were also insp. for China.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Retweeted...
National Weather Service National Weather Service · @NWS · May 20
The NWS Storm Prediction Center is monitoring yet another significant severe weather outbreak possible tomorrow (Tuesday). Damaging winds, large hail, and a few, possibly strong, tornadoes are likely across portions of the Midwest. pic.twitter.com/NQuNl1Faok
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Marketing year to date #corn export inspections exceed the seasonal pace needed to hit USDA's target by 21 million bushels, up from 20 million bushels the prior week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 30 million bushels, down from 35 million bushels the previous week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Marketing year to date grain sorghum export inspections exceed the seasonal pace needed to hit USDA's target by 15 million bushels, unchanged on the week. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Export inspections for the week ending May 16 (mln bu): #corn 47.7, grain sorghum 4.9, #soybeans 6.8, #wheat 7.6 #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Russia & Global #grain market weekly, May 13-17, 2024:

* #Wheat lower on good US weather and farmers’ selling; Black Sea risks elevated
* Russia May wheat export to be close to record-high
* South got some rain but outlook dry

More: sizov.report/reports/22662/…

#oatt #blackseax.com/i/web/status/1…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Matif Sep #wheat: higher high, higher low, we are above all key MAs and the funds keep buying. Their net LONG is the highest since October-2022.

Is the market ready to spike higher?

#oatt #sizovreport #agwx
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Matif Sep #wheat: higher high, higher low, we are above all key MAs and the funds keep buying. Their net LONG is the highest since October 2022.

Is the market ready to spike higher?

#oatt #sizovreport #agwx
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Retweeted...
SovEcon SovEcon · @sovecon · May 20
Odesa region was attacked several times over the weekend, local authorities reported. On May 17, the region was attacked by missiles, and on May 18 and 19, it was attacked by drones.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Arlan Suderman
Arlan Suderman · @ArlanFF101 · May 20
Retweeted...
Eric Snodgrass Eric Snodgrass · @snodgrss · May 18
10-day precipitation anomaly map from the 12Z ECMWF. pic.twitter.com/8Q3eQc9dve
Andrey Sizov
Andrey Sizov · @sizov_andre · May 20
Robert Doisneau
Paris 1950

#wheat #Blé
Andrey Sizov
Andrey Sizov · @sizov_andre · May 19
Retweeted...
Claudio Gianni Claudio Gianni · @ClaudioGianni · May 18
Las perspectivas meteorológicas siguen siendo poco favorables para el trigo de invierno ruso. El sur demasiado seco y la humedad complicando en una parte del centro y el Volga. "Los daños por heladas aún se están evaluando y podrían ser mayores de lo que pensamos actualmente". x.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · May 19
Retweeted...
Claudio Gianni Claudio Gianni · @ClaudioGianni · May 18
Desde marzo, el pronóstico de la cosecha de trigo ruso elaborado por SovEcon cayó en 8,3 M tn a 85,7 M tn, ahora sustancialmente por debajo de 2023.... x.com/sizov_andre/st…
Accounts we follow:
Back to top