Farmbucks News

Arlan Suderman · @ArlanFF101 · Apr 23

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StoneX Group Inc. · @StoneX_Official · Apr 23

How is the world responding to Trump’s tariffs?

Find out at @ArlanFF101’s next Market Outlook Webinar analyzing the USDA’s second largest WASDE report of the year, including the first balance sheets for the 2025-26 marketing year, May 12.

Register now: stonex.cventevents.com/ArlanSudermanW… pic.x.com/sfn9XCjdih

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 23

* Russian #wheat is pricing itself out of the market
* Exporters can't push ruble prices lower, farmers are holding back amid tight stocks
* This likely means slow exports ahead
* USDA sees 44 MMT 24/25 exports, but SovEcon forecasts only 40.7 MMT.
* If we're right, the world may pic.x.com/xYiqnKQy18

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 21

x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 23

The #soybeans area has been rising fast in Ukraine and Russia, +~50% over five years (despite the war).

#oatt x.com/gemoscatelli/s…

Gerardo Moscatelli · @gemoscatelli · Apr 23

Question: why don't Ukranian farmers produce more soybeans instead of sunseeds? Ukr soybeans are super competitive in the whole Med below Bzl CIF and good quality (34% pro, 20% oil, 10% moisture old crop). Soybean acreage will continue to rise in Ukraine and Russia.

Karen Braun · @kannbwx · Apr 23

April 23: CBOT #corn continued its downward slide on Wednesday, its fourth consecutive lower close. July futures settled at $4.79-1/4 per bu, down 2.5% since last Wed. New-crop Dec corn has fallen a similar degree since then, finishing at $4.54-1/2 on Wed. pic.x.com/3Ntfiz2Ssv

Market Talk · @markettalkag · Apr 23

We saw a mixed market day on Wednesday with soybeans and cattle higher. Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins us to discuss on today's program. #agnews #commodities #markets

youtube.com/watch?v=QtOvMK…

Josh Linville · @JLinvilleFert · Apr 23

This year, the potash/corn ratio started around 55. No doubt uncomfortable selling corn that far ahead, but hence the opportunity.

Looking back, phenomenal value. That has only happened in 5% of the weeks going back to 2018.

Value is out there if you know where to look. pic.x.com/ymQMnsM7LM

Karen Braun · @kannbwx · Apr 23

If you blinked you may have missed it...

Global #wheat stocks-to-use among major exporters in 2024/25 was recently pegged at a 17-yr low. But it's now seen a bit above the recent average, largely due to China's retreat as a grain importer.

2025/26 outlook will be interesting. pic.x.com/JsIns24Xva

Andrey Sizov · @sizov_andre · Apr 23

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Megan Cassella · @mmcassella · Apr 23

Asked how soon we should expect de-escalation between the U.S. and China, Bessent replied: "I don't have a time frame." x.com/mmcassella/sta…

Andrey Sizov · @sizov_andre · Apr 23

One bearish #wheat narrative is fading fast.

• No sign of a Black Sea ceasefire
• Barely a US presence at the London talks
• Escalation risk back on the table

Watch this space → sizov.report/?utm_campaign=…

#oatt #sizovreport pic.x.com/71mPBjlCCp

Andrey Sizov · @sizov_andre · Apr 23

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Andreas Steno Larsen · @AndreasSteno · Apr 23

It was good to see Scott Bessent take back the keys

Josh Linville · @JLinvilleFert · Apr 23

N.A. urea values continue to fly higher. Yesterday, $450 was hit for the first time since late 2022. That wasn't even a bump in the road with $460's now trading.

Why?

Big corn acres = big demand
Tight UAN supplies = switching to urea
High UAN price = switch to "cheap" urea

Andrey Sizov · @sizov_andre · Apr 23

SovEcon: Russian #Wheat Exports to Remain Below Average for Fourth Consecutive Month

Free note: blog.sizov.report/sovecon-russia…

#oatt #blacksea #sizovreport pic.x.com/xJ33QniJin

Andrey Sizov · @sizov_andre · Apr 23

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First Squawk · @FirstSquawk · Apr 23

WHITE HOUSE WOULD LOOK AT LOWERING TARIFFS ON CHINESE IMPORTS PENDING TALKS WITH BEIJING || ANY STEPS WOULD BE IN CONJUNCTION WITH CHINA TALKS, NOT UNILATERAL -SOURCE

Andrey Sizov · @sizov_andre · Apr 23

* Russian #wheat is pricing itself out of the market
* Exporters can't push ruble prices lower, farmers are holding back amid tight stocks
* This likely means slow exports ahead
* USDA sees 44 MMT 24/25 exports, but SovEcon forecasts only 40.7 MMT.
* If we're right, the world may pic.x.com/xYiqnKQy18

Andrey Sizov · @sizov_andre · Apr 23

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SovEcon · @sovecon · Apr 23

Jordan purchased 60,000 metric tons of durum wheat at $261.70/mt (C&F) in an international tender.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 23

SovEcon: Russian #Wheat Exports to Remain Below Average for Fourth Consecutive Month

Free note: blog.sizov.report/sovecon-russia…

#oatt #blakcsea #sizovreport pic.x.com/2qEfgGU0Jg

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 22

Interesting reversal in CBOT #wheat today…
Just some short covering ahead of May expiry, or is there something more going on?

#oatt #sizovreport pic.x.com/u1Gpf6uyuu

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 22

#Nike just bounced ~7% from the lows.

Technical bounce or insider buying ahead of a "BEAUTIFUL DEAL" with Vietnam?

#nke #tradewars pic.x.com/R3Rddfw6Xu

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 22

Zelensky: Starts a shouting match in the White House
Putin: Sends a portrait of Trump to Trump pic.x.com/Ep5hb70RTs

Arlan Suderman · @ArlanFF101 · Apr 23

Stock futures push higher again tonight after President Trump stated that he has no intentions to fire Fed Chair Jerome Powell. Commodities are riding the tide of good feelings as well at this hour. #oatt

Pro Farmer · @profarmer · Apr 23

In its World Economic Outlook Update, IMF said: “The unpredictability with which these measures have been unfolding also has a negative impact on economic activity and the outlook and, at the same time, makes it more difficult than usual to make assumptions that would constitute pic.x.com/OKvkWGDEBE

Andrey Sizov · @sizov_andre · Apr 22

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Andrey Sizov · @sizov_andre · Apr 22

The Ukraine war may be heading toward a turning point

* US, EU & Ukraine to meet in London on April 23 — peace plan on the table
* Trump’s man, Witkoff, flying to Moscow this week after London
* April = the rumored deadline for a deal between Moscow & Kyiv
* US ready to abandon pic.x.com/aCKfBzzfog

Pro Farmer · @profarmer · Apr 22

The Feeder Cattle index continues to lift feeder futures. While the index was down $1.15 to $292.42, that continues to be above nearby futures and will support prices on a pull back. Weakness seen in corn today helped lift feeders as well.

Pro Farmer · @profarmer · Apr 22

Cotton futures resumed recent strength, edging back above the 20- and 40-day moving averages, with corrective gains in equities allowing the natural fiber to reclaim Monday’s losses.

However, the uncertainty continues to loom as President Trump continues to show angst toward

Josh Linville · @JLinvilleFert · Apr 22

Got this week's StoneX TV spot recorded and published.

Topics covered:

- Chinese phosphate exports
- Chinese urea exports
- Continued N.A. nitrogen market tightness

Give me an idea of what to hit on next week.

youtube.com/watch?v=HWUsLN…

Andrey Sizov · @sizov_andre · Apr 22

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Tracy Shuchart (𝒞𝒽𝒾 ) · @chigrl · Apr 22

Chicago Exchange Goes After Wheat Contract Famous in Minneapolis pic.x.com/79To3ARwPe

Josh Linville · @JLinvilleFert · Apr 22

NOLA urea values have hit $450st USD for the first time since the end of 2022.

For reference, 2022 ended with December corn prices at $6.00.

They are far from that now.

Arlan Suderman · @ArlanFF101 · Apr 22

Interesting comment hitting the markets. No known public negotiating sessions. China traditionally favors those face-to-face talks. Part of the support for #soybeans though today. #oatt x.com/Cointelegraph/…

Cointelegraph · @Cointelegraph · Apr 22

🇺🇸 JUST IN: White House Press Secretary Karoline Leavitt stated that the U.S. is “doing very well” in discussions regarding a potential trade deal with China. pic.x.com/HHsKkYo0I9

Josh Linville · @JLinvilleFert · Apr 22

You never know what will trigger Ag twitter!! pic.x.com/yi8ylq0ty2

Pro Farmer · @profarmer · Apr 22

Corn plantings are picking up at a rapid clip in the western Corn Belt, making up for slower progress in the eastern portion of the Midwest.

Plantings are running ahead of both last year and the 10-year average. pic.x.com/c6JftpYknz

Andrey Sizov · @sizov_andre · Apr 22

Wonder if a trip to the Middle East in mid May could pop up on Putin’s agenda x.com/barakravid/sta…

Barak Ravid · @BarakRavid · Apr 22

The dates of President Trump's trip to the Middle East will be May 13-16 (Saudi Arabia, Qatar and UAE), @PressSec says

Pro Farmer · @profarmer · Apr 22

USDA Secretary Brooke Rollins told Politico she is pursuing a “significant reorganization” of the department to refocus its mission on directly serving farmers and ranchers.

“It has become a catch-all agency,” Rollins said, indicating that parts of USDA could be moved to other pic.x.com/SPu2rkAsvY

Pro Farmer · @profarmer · Apr 22

Rain will impact most U.S. HRW areas at one time or another over the next week, although a general soaking rain is not likely, notes @worldwx .

Meanwhile, Midwest SRW areas are plenty wet, with more rain expected, which could raise the potential for some crop disease.

Josh Linville · @JLinvilleFert · Apr 22

Happy the DoE is focusing on helping domestic fertilizer production.

Unhappy with details so far.

Good
- A Michigan potash mine is getting a $1.2B conditional loan for a mine that should produce 800K t/y.
- A new phosphate mine has been approved in Idaho

Bad
- Michigan tons

Andrey Sizov · @sizov_andre · Apr 22

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Simon Maechling · @simonmaechling · Apr 22

BREAKING:
We’re this close to public disclosure that vaccines cause autism.

And eczema.
And asthma.
And seizures.
And death.
And probably inflation.

No studies.
No evidence.
No biological mechanism.

But trust me, bro.

My cousin’s neighbor read it on a blog once.

Meanwhile: x.com/stopvaccinatin…

Andrey Sizov · @sizov_andre · Apr 22

The Ukraine war may be heading toward a turning point

* US, EU & Ukraine to meet in London on April 23 — peace plan on the table
* Trump’s man, Witkoff, flying to Moscow this week after London
* April = the rumored deadline for a deal between Moscow & Kyiv
* US ready to abandon pic.x.com/aCKfBzzfog

Andrey Sizov · @sizov_andre · Apr 22

Putin: Sends a portrait of Trump to Trump
Zelensky: Starts a shouting match in the White House pic.x.com/EnkTPWw2Mo

Andrey Sizov · @sizov_andre · Apr 22

Zelensky: Starts a shouting match in the White House
Putin: Sends a portrait of Trump to Trump pic.x.com/Ep5hb70RTs

Andrey Sizov · @sizov_andre · Apr 22

Interesting reversal in CBOT #wheat today…
Just some short covering ahead of May expiry, or is there something more going on?

#oatt #sizovreport pic.x.com/u1Gpf6uyuu

Andrey Sizov · @sizov_andre · Apr 22

#Nike just bounced ~7% from the lows.

Technical bounce or insider buying ahead of a "BEAUTIFUL DEAL" with Vietnam?

#nke #tradewars pic.x.com/R3Rddfw6Xu

Andrey Sizov · @sizov_andre · Apr 22

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SovEcon · @sovecon · Apr 22

The share of U.S. winter wheat rated in good or excellent condition fell to 45% for the week ending April 20, down from 47% the previous week and below market expectations of 47%, according to the USDA.

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

#oatt #sizovreport

Pro Farmer · @profarmer · Apr 22

President Trump’s intensifying pressure on Federal Reserve Chair Jerome Powell to lower interest rates comes amid rising fears on Wall Street that his sweeping tariff policies could push the U.S. economy into a downturn.

Citigroup economists on Monday forecast that by June,

Pro Farmer · @profarmer · Apr 22

Weather for the safrinha corn crop remains generally beneficial, especially in central Brazil where the crop is filling.
As a result, South American crop consultant Dr. Michael Cordonnier raised his Brazilian corn crop forecast 3 MMT to 125 MMT.

Pro Farmer · @profarmer · Apr 22

USDA reported corn planting advanced eight percentage points over the past week to 12%, two points ahead of the five-year average.

Andrey Sizov · @sizov_andre · Apr 22

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SoybeanTrader88 · @SoybeanTrader88 · Apr 21

#BigBalls on the move. Forget about Nancy, this is the most insider trading and publicly squawking administration in history. #oatt #macro x.com/adamscochran/s…

Pro Farmer · @profarmer · Apr 22

Vice President JD Vance and Indian Prime Minister Narendra Modi welcomed significant progress in talks for an early trade deal between the two countries.
zurl.co/HJdEl pic.x.com/gvzIykxxH9

Pro Farmer · @profarmer · Apr 21

On the weighted Pro Farmer Crop Condition Index (0 to 500-point scale, with 500 being perfect), the HRW crop declined 3.4 points to 315.8 amid a 3-point drop in top producer Kansas.
zurl.co/7NmhR pic.x.com/IPLZrX8vdH

Andrey Sizov · @sizov_andre · Apr 21

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zerohedge · @zerohedge · Apr 21

Illegal immigrant workers by sector (source JPM) pic.x.com/C42oe489TS

Market Talk · @markettalkag · Apr 21

A risk-off day in the outside markets led to a lower day in grains and cattle futures on Monday. John Heinberg (@casheagle1) with @TotalFarmMktg joins us to talk about as we come out of a three day weekend.

youtube.com/watch?v=r7_TfI…

Market Talk · @markettalkag · Apr 21

Also, we talk about an active weather pattern ahead for this week and how things are looking for spring planting windows across the Midwest. Eric Snodgrass (@snodgrss) with @NutrienAgRetail joins us for our Weekly Weather Update. #agwx #Agriculture

youtube.com/watch?v=-clItx…

Andrey Sizov · @sizov_andre · Apr 21

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Andrey Sizov · @sizov_andre · Apr 21

(Reuters) - Japan is considering increasing its #soybean and rice imports as a concession in trade negotiations with the U.S. over President Donald Trump's sweeping tariffs, Japan's Yomiuri daily reported on Saturday.

#oatt #tradewars pic.x.com/rG98YY09cH

Pro Farmer · @profarmer · Apr 21

Concerns regarding the trade relationship with China and the lack of progress on that front continue to weigh on soy prices, limiting the upside of the recent rally and providing little catalyst to break out of the recent sideways range.

Even so, the attention is quickly

Andrey Sizov · @sizov_andre · Apr 21

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Andrey Sizov · @sizov_andre · Apr 21

Here’s what you need to know if you trade #wheat:

Russia & global #grain market update, Apr 14–18:

📉 Wheat lower on Ukraine optimism, improved weather
🇷🇺 Russian wheat exports revised higher
💱 Wheat marginally lower in rubles
🌱 Russia's planting progress near average

More: pic.x.com/wFQfDFOJA8

Andrey Sizov · @sizov_andre · Apr 21

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Andrey Sizov · @sizov_andre · Apr 21

Strong weekly grain inspections amid weak USD
But #corn and #wheat barely flinched 👀

MAGGA = Make American Grain Great Again!

#oatt #sizovreport

thanks @kannbwx pic.x.com/pb4VLnOlwZ

Pro Farmer · @profarmer · Apr 21

The CME lean hog index continues to see moderate strength, rebounding from weakness the last couple of weeks.
The index is up a quarter to $85.46 as of April 17 while the preliminary calculation puts the index up another 25¢ to $85.71 tomorrow.

Karen Braun · @kannbwx · Apr 21

🇺🇸U.S. corn was 12% planted as of Sunday, slightly ahead of the average and trade expectations. Soybeans, spring wheat and cotton planting are all at or ahead of their normal planting paces at this early stage. pic.x.com/av1O22ksPb

Karen Braun · @kannbwx · Apr 21

🇺🇦🇷🇺Ukraine & Russia account for more than 70% of global sunflower oil exports, but the dynamic has recently shifted.

Ukraine supplied 50% or more of global exports before 2020/21, but that is now 40%. Russia on the other hand is seen supplying a record 32% share in 2024/25. pic.x.com/oLK9vJjj8T

Pro Farmer · @profarmer · Apr 21

Japan is considering increasing its soybean and rice imports as a concession in trade negotiations with the U.S. over President Donald Trump’s sweeping tariffs, Japan's Yomiuri daily reported.

Arlan Suderman · @ArlanFF101 · Apr 21

Weekend headlines shape the broader markets while influencing the commodities today. #oatt stonex.wistia.com/medias/v8li0ro…

Arlan Suderman · @ArlanFF101 · Apr 21

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American Ag Network · @AmericanAgNet · Apr 21

Outside market pressure is starting to weigh on grain and livestock trade to start the week. Arlan Suderman (@ArlanFF101) with StoneX joins us for the @markettalkag Midday Commentary on this Monday. americanagnetwork.com/2025/04/21/out…

Josh Linville · @JLinvilleFert · Apr 21

Why are phosphate prices so high?

In short, lack of Chinese exports for 2025:

2021 - 10.04M
2022 - 5.525M
2023 - 7.072M
2024 - 6.568M

2025 Jan/Feb/Mar cumulative total - 111K

That is not a typo. 111,000 tons. Not even half a million tons on an annualized basis...

Pro Farmer · @profarmer · Apr 21

Weekly corn and wheat inspections each declined on the week, but exceeded pre-report expectations.

Details & comments: zurl.co/2MmPM pic.x.com/0AoW8ZusEe

Karen Braun · @kannbwx · Apr 21

Managed money, week ended April 15, CBOT futures & options:
#Corn: net long of 124,573 contracts (+71k on the week)
#Soybeans: net LONG of 26,169 contracts (+76.6k on the week)
Both moves incorporated new longs and short covering. pic.x.com/tfZr8rxxUs

Andrey Sizov · @sizov_andre · Apr 21

Here’s what you need to know if you trade #wheat:

Russia & global #grain market update, Apr 14–18:

📉 Wheat lower on Ukraine optimism, improved weather
🇷🇺 Russian wheat exports revised higher
💱 Wheat marginally lower in rubles
🌱 Russia's planting progress near average

More: pic.x.com/wFQfDFOJA8

Andrey Sizov · @sizov_andre · Apr 21

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GET Talks · @GET_Talks · Apr 17

🇷🇺 🌾 @sovecon #Russia’s 2025 #Wheat #Production #Forecast:

📈 Total wheat production raised to 79.7 MMT 🔼 up 1.1 MMT from previous estimate

📈 Winter wheat forecast raised to 52.2 MMT vs 50.7 MMT previously pic.x.com/x08Zb6xb8k

Andrey Sizov · @sizov_andre · Apr 21

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Andrey Sizov · @sizov_andre · Apr 20

President Putin announced a surprise 30-hour Easter ceasefire in Ukraine, which has now expired with no official extension from Moscow.

What does this mean for the #wheat market? Our take: sizov.report/reports/26111/…

#oatt #sizovreport #Russia #BlackSea #Ukraine pic.x.com/LFKdJzDXeD

Andrey Sizov · @sizov_andre · Apr 21

x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 16

New SovEcon Russian #wheat crop forecast is out. We raised the crop estimate—but don't get carried away...

"...optimism around the outlook for the Russian crop seems premature to us. In the previous revision, we expected that, under average weather conditions, plants would exit pic.x.com/KmOTwPRhF4

Andrey Sizov · @sizov_andre · Apr 21

After consolidating around 99, the DXY is sharply lower again.

Recent headlines suggest weak USD = higher #wheat...
Definitely not the case today.

#oatt #sizovreport pic.x.com/hO9zBjKLum

Arlan Suderman · @ArlanFF101 · Apr 21

Export inspections for the week ending April 17 (mln bu): #corn 67.0, grain sorghum 0.007, #soybeans 20.2, #wheat 18.7 #oatt

Arlan Suderman · @ArlanFF101 · Apr 21

Export inspections for shipments to China in the week ending April 17 (mln bu): #corn 0.0, grain sorghum 0.0, #soybeans 2.5, #wheat 0.0 #oatt

Karen Braun · @kannbwx · Apr 21

🇺🇸Last week's U.S. #corn & #wheat export inspections top trade expectations for a second straight week, while #soybeans come in mid-range. Just one bean cargo was destined for China. Mexico, Japan & S Korea were the top corn destinations and Vietnam was #1 for wheat. pic.x.com/4Y0g9ZLD4U

Arlan Suderman · @ArlanFF101 · Apr 21

Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 6 million bushels, versus 7 million bushels the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Apr 21

Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 102 million bushels, versus 98 million bushels the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Apr 21

Marketing year to date #corn export inspections exceed the seasonal pace needed to hit USDA's target by 182 million bushels, versus 176 million bushels the previous week. The seasonal pace peeks in 2 weeks. #oatt

Andrey Sizov · @sizov_andre · Apr 21

Strong weekly grain inspections amid weak USD
But #corn and #wheat barely flinched 👀

MAGGA = Make American Grain Great Again!

#oatt #sizovreport

thanks @kannbwx pic.x.com/pb4VLnOlwZ

Pro Farmer · @profarmer · Apr 21

China’s grain production is expected to reach a record 709 MMT this year, with soybeans leading the growth, state-run Xinhua news reported.

Andrey Sizov · @sizov_andre · Apr 21

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Andreas Steno Larsen · @AndreasSteno · Apr 21

Investors are bearish on the rule of law in the U.S. capital market to an extent I don't recall seeing at any point in my career.

Andrey Sizov · @sizov_andre · Apr 21

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PiQ · @PiQSuite · Apr 19

This absolutely nails it 😂😂😂 pic.x.com/ju4VaWkgeV

Andrey Sizov · @sizov_andre · Apr 21

Another week, another sell-off in wheat — this time it's the July contract.

Funds are likely rebuilding their short positions.
Ceasefire headlines from Ukraine over the weekend might have played a role.

The chart doesn’t look friendly for bulls...

#oatt #sizovreport #wheat pic.x.com/BUhP6IE5x2

Pro Farmer · @profarmer · Apr 21

The Trump administration introduced new port fees targeting Chinese-built and Chinese-operated ships as part of a broader effort to promote domestic shipbuilding and reduce China’s dominance in global maritime trade.
zurl.co/k8avi pic.x.com/RLzTGD9Sr3

Andrey Sizov · @sizov_andre · Apr 21

(Reuters) - Japan is considering increasing its #soybean and rice imports as a concession in trade negotiations with the U.S. over President Donald Trump's sweeping tariffs, Japan's Yomiuri daily reported on Saturday.

#oatt #tradewars pic.x.com/rG98YY09cH

Andrey Sizov · @sizov_andre · Apr 20

President Putin announced a surprise 30-hour Easter ceasefire in Ukraine, which has now expired with no official extension from Moscow.

What does this mean for the #wheat market? Our take: sizov.report/reports/26111/…

#oatt #sizovreport #Russia #BlackSea #ukraine pic.x.com/FQogR1sD6Y

Andrey Sizov · @sizov_andre · Apr 20

President Putin announced a surprise 30-hour Easter ceasefire in Ukraine, which has now expired with no official extension from Moscow.

What does this mean for the #wheat market? Our take: sizov.report/reports/26111/…

#oatt #sizovreport #Russia #BlackSea #Ukraine pic.x.com/LFKdJzDXeD

Andrey Sizov · @sizov_andre · Apr 20

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Andrey Sizov · @sizov_andre · Apr 17

Wonder why Parana is “Russia”. Immigrants? x.com/theepicmap/sta…

Andrey Sizov · @sizov_andre · Apr 20

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Andrey Sizov · @sizov_andre · Apr 17

SovEcon raises Russian #wheat crop estimate on favorable spring weather, but output still projected below average and the lowest in four years

Free note: blog.sizov.report/sovecon-raises…

#oatt #agwx pic.x.com/bqOyeYNRQM

Josh Linville · @JLinvilleFert · Apr 19

If you are needing to kill 10 minutes away from family during get-togethers, this is the link to my spot talking fertilizer on StoneX TV.

This will be a weekly event.

youtu.be/dN8LIhUbbK0?si…

Pro Farmer · @profarmer · Apr 19

Try our Market Mate tool - designed to help farmers better understand what marketing strategies are available to use in various market scenarios: zurl.co/rrWsH pic.x.com/IMZpWJ4iPl

Pro Farmer · @profarmer · Apr 19

The World Trade Organization (WTO) projects an 80% drop in U.S./China merchandise trade in 2025, warning “a decoupling could have far-reaching consequences.

WTO expects global merchandise trade to contract 0.2% — as much as 1.5% in a worst-case scenario

Pro Farmer · @profarmer · Apr 19

USDA is down to fine tuning old-crop usage forecasts over the final 4 months of 2024-25, though that task may be more difficult than normal given the tariffs situation.

Meanwhile, March planting intentions give us a starting point on outlooks for the upcoming 2025-26 marketing pic.x.com/NzndfH8auf

Pro Farmer · @profarmer · Apr 19

For the 11th time in the past 12 months, farmland prices slumped below growth neutral. The region’s farmland price index increased to 41.7 from 38.9 in March.
zurl.co/IdbZh pic.x.com/w47oQE0YCw

Pro Farmer · @profarmer · Apr 19

Open interest in corn futures fell 9% since the beginning of the month, which encompassed a 25¢ rally. To put that into perspective, it is over triple the net-long that funds held in corn in the last CFTC report.

This phenomenon can be noted across the agricultural complex with

Andrey Sizov · @sizov_andre · Apr 18

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Andrey Sizov · @sizov_andre · Apr 18

CNN: US may abandon Ukraine peace efforts “within days” if no progress is made, warns Rubio.

That doesn’t sound encouraging for ceasefire odds in Ukraine.

#oatt #wheat #blacksea #sizovreport pic.x.com/T7adZ6h9wE

Josh Linville · @JLinvilleFert · Apr 18

FYI, this situation has not improved. Now hearing it takes until June to find substantial volume.

UAN will remain high priced to push demand to urea, but not sure if enough can switch.

Sorry. Feels like I only share bad news. x.com/JLinvilleFert/…

Josh Linville · @JLinvilleFert · Apr 9

Farmers: I cannot overstate how tight UAN supplies in N.A. are. I realize that in years past, even when supplies are tight, retailers have made product appear.

This year, do not be mad if your retailer says you will have to wait for supply if you haven't purchased already.

Josh Linville · @JLinvilleFert · Apr 18

Why does the Ag industry need to do better educating the general public?

This...exactly this.

If you knew nothing about ag, you would read/watch this report and take it for gospel. x.com/krassenstein/s…

Brian Krassenstein · @krassenstein · Apr 17

BREAKING: South Dakota rancher Rick Eckmann warned on CNN that Trump’s tariffs are already gutting his operation.

Cattle futures have plunged below his break‑even point, and Eckmann doesn’t hold back:

“To get where [Trump] is today, he’s stepped on people—and he has zero pic.x.com/ZHogxoxxBo

Pro Farmer · @profarmer · Apr 18

China’s pork output rose 1.2% from year-ago in the first quarter to 16.02 MMT. A total of 194.76 million hogs were slaughtered from January to March, a 0.1% increase from the same period last year.

Pro Farmer · @profarmer · Apr 18

Farmdoc daily reports that Brazil’s rapid expansion of corn-based ethanol production is transforming the country’s domestic corn market, sharply boosting internal consumption and potentially curbing future exports.
• Record corn use for ethanol
• Domestic pic.x.com/JvzCtKmPNM

Market Talk · @markettalkag · Apr 18

On Friday's episode, we have a conversation about tariffs, Trade War 2.0, global export flows of grain and the relationships between the U.S., China and South America in particular. Susan Stroud (@SusanNOBULL) joins us for a conversation on today's show.

youtube.com/watch?v=HHQyRY…

Market Talk · @markettalkag · Apr 18

Also on Friday's episode, no markets of course for Good Friday, but we examine supply and demand fundamentals, weather risk and much more with Chad Hart from @IowaStateU @ISUExtension #agnews

youtu.be/_-dfZf4DqQo

Pro Farmer · @profarmer · Apr 18

Cattle on Feed Report: Placements and Markets both came in a bit higher than the average pre-report estimates.
zurl.co/r1r3R pic.x.com/QZMi3Qcvec

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