News - Farmbucks

Andrey Sizov · @sizov_andre · Dec 10

Another marathon done…the first one with Mrs Sizova

Karen Braun · @kannbwx · Dec 8

📈Limit of 8??

CBOT #wheat ended its 8-session winning streak Friday (which was a run of 14.5%). Eight-session climbs are rare, as the last four instances were in July 2012, Dec 2011, Dec 2010 & Sep 2007.

The last longer winning streak? 11 sessions in April 1986.

Arlan Suderman · @ArlanFF101 · Dec 8

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Market Talk · @markettalkag · Dec 8

USDA released their December #WASDE Report on Friday morning and it was fairly quiet which is typical for a December report. Arlan Suderman (@ArlanFF101) joined us in our Midday Commentary to go over the report numbers and talk about the markets.
markettalkag.com/2023/12/08/usd…

Arlan Suderman · @ArlanFF101 · Dec 8

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American Ag Network · @AmericanAgNet · Dec 8

USDA released their December #WASDE Report on Friday morning and it was fairly quiet which is typical for a December report. Arlan Suderman (@ArlanFF101) joined us to go over the report numbers and talk about the markets. #OATT #commodities #agtwitter

americanagnetwork.com/2023/12/usda-r…

Karen Braun · @kannbwx · Dec 8

Managed money CBOT #wheat net short took a hit in the week ended Dec. 5 on a strong round of short covering. Funds also covered shorts (& established new longs) in #corn, but optimism in #soybeans has been fizzling as Brazil weather story may be less extreme than feared.

Market Talk · @markettalkag · Dec 8

USDA released their December #WASDE Report on Friday morning and it was fairly quiet which is typical for a December report. Arlan Suderman (@ArlanFF101) joined us in our Midday Commentary to go over the report numbers and talk about the markets.
markettalkag.com/2023/12/08/usd…

Market Talk · @markettalkag · Dec 8

It was a quiet December #WASDE Report from USDA on Friday with grains seeing some profit taking into the weekend. Plus, cattle rallied.....but was it simply a "dead cat bounce" into the weekend? We discuss markets today with DuWayne Bosse from @boltmarketing1 to wrap up the week… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Dec 8

🇺🇸U.S. #corn and #wheat ending stocks come in below expectations on increases in exports. Balance sheet for #soybeans is unchanged.

Arlan Suderman · @ArlanFF101 · Dec 8

Recent increase in Chinese buying, especially for SRW #wheat, resulted in 25 million-bushel increase in wheat exports, and corresponding decline in stocks. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

The 25-million-bushel decline in U.S. #corn stocks was also due to a corresponding increase in exports, with China and Mexico strong buyers of late. #oatt

Arlan Suderman · @ArlanFF101 · Dec 8

The 25-million-bushel decline in U.S. #corn stocks was also due to a corresponding increase in exports, with China and Mexico strong buyers of late. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

Recent increase in Chinese buying, especially for SRW #wheat, resulted in 25 million-bushel increase in wheat exports, and corresponding decline in stocks. #oatt

Market Talk · @markettalkag · Dec 8

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Karen Braun · @kannbwx · Dec 8

🇧🇷USDA reduces 23/24 production for #Brazil's #soybeans but also increases the 22/23 soy crop by 2 mmt. No change to Brazil #corn despite expected cut.
🇦🇷 No changes to #Argentina, including #wheat estimate (23/24 still at 15 mmt). pic.twitter.com/kOllpj2Qk7

Market Talk · @markettalkag · Dec 8

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Karen Braun · @kannbwx · Dec 8

🇺🇸U.S. #corn and #wheat ending stocks come in below expectations on increases in exports. Balance sheet for #soybeans is unchanged. pic.twitter.com/cP89sZd5Hc

Karen Braun · @kannbwx · Dec 8

World highlights:
#Soybeans: China imports +2 mmt to 102 mmt, old Brazil crop +2 mmt, new Brazil crop -2 mmt
#Wheat: Aussie/Canada crops up, China imports +0.5 mmt, Ukraine exp +0.5 mmt
#Corn: Ukraine crop +1 mmt, China imp unch at 23 mmt, US exports up, SAM exp unch

Market Talk · @markettalkag · Dec 8

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Karen Braun · @kannbwx · Dec 8

World highlights:
#Soybeans: China imports +2 mmt to 102 mmt, old Brazil crop +2 mmt, new Brazil crop -2 mmt
#Wheat: Aussie/Canada crops up, China imports +0.5 mmt, Ukraine exp +0.5 mmt
#Corn: Ukraine crop +1 mmt, China imp unch at 23 mmt, US exports up, SAM exp unch pic.twitter.com/sTTXuydSJD

Market Talk · @markettalkag · Dec 8

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Karen Braun · @kannbwx · Dec 7

🇨🇳🇨🇦 #China's #wheat imports have gotten a lot of attention recently, but here's a story that some may have missed during the U.S. Thanksgiving holiday talking about how China has started to purchase durum wheat from #Canada. pic.twitter.com/gw07pjKMhq

Market Talk · @markettalkag · Dec 8

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American Ag Network · @AmericanAgNet · Dec 8

Meet our digital director, Kayleigh Omang!

What (or who) keeps you busy outside of work?
So many things! I'm a single mom to a 15-month-old daughter, Aurora, who keeps my life beautiful and fun. I'm also a dog trainer part-time and compete in a few different sports with my two… twitter.com/i/web/status/1… pic.twitter.com/E0lFryswZT

Arlan Suderman · @ArlanFF101 · Dec 8

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AgricultureOfAmerica · @AoA_TalkShow · Dec 8

Happy Friday! We start today with the latest news on Paraguayan beef imports into the U.S. with Kent Bacus, Executive Director of Government Affairs with the @BeefUSA. Then in Segment Two, we discuss the Farm Bill and more in a conversation with @FarmBureau President Zippy… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Dec 8

Five minutes 'til WASDE: #corn up 2, #soybeans up 8, #wheat dn 3, KC up 3 #oatt

Karen Braun · @kannbwx · Dec 8

🇧🇷USDA reduces 23/24 production for #Brazil's #soybeans but also increases the 22/23 soy crop by 2 mmt. No change to Brazil #corn despite expected cut.
🇦🇷 No changes to #Argentina, including #wheat estimate (23/24 still at 15 mmt).

Arlan Suderman · @ArlanFF101 · Dec 8

U.S. #corn and #wheat ending stocks estimates each drop by 25 million bushels, while #soybean stocks remain unchanged. Typical quiet December report. #oatt

Arlan Suderman · @ArlanFF101 · Dec 8

Changes to world #corn, #soybean, #wheat ending stocks projections were very minor as well. #oatt

Arlan Suderman · @ArlanFF101 · Dec 8

There were no changes to Brazil #corn, or to Argentine corn or #soybean production estimates today. #oatt

Arlan Suderman · @ArlanFF101 · Dec 8

USDA pegged Brazil's #soybean crop at 161.0 MMT, down 2 MMT from last month, but up 1 MMT from the trade expectations. StoneX Brazil is at 161.9 MMT. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

U.S. #corn and #wheat ending stocks estimates each drop by 25 million bushels, while #soybean stocks remain unchanged. Typical quiet December report. #oatt

Arlan Suderman · @ArlanFF101 · Dec 8

#corn up 1, #soybeans up 2, #wheat dn 6, KC up 1. Market seems to be disappointed that USDA didn't bring any feed for the bulls. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

Changes to world #corn, #soybean, #wheat ending stocks projections were very minor as well. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

There were no changes to Brazil #corn, or to Argentine corn or #soybean production estimates today. #oatt

Market Talk · @markettalkag · Dec 8

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Arlan Suderman · @ArlanFF101 · Dec 8

USDA pegged Brazil's #soybean crop at 161.0 MMT, down 2 MMT from last month, but up 1 MMT from the trade expectations. StoneX Brazil is at 161.9 MMT. #oatt

Karen Braun · @kannbwx · Dec 8

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️136,000 tonnes of #soybeans to #China
▪️110,000 tonnes of SRW #wheat to China
▪️165,000 tonnes of #corn to unknown

Andrey Sizov · @sizov_andre · Dec 8

Export Sales to #China and Unknown Destinations

136,000 #Soybeans for delivery to China during the 2023/2024 MY

110,000 MT of soft red winter #wheat for delivery to China during the 2023/2024 MY

165,000 MT of corn for delivery to unknown destinations during the 2023/2024 MY

Arlan Suderman · @ArlanFF101 · Dec 8

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Andrey Sizov · @sizov_andre · Dec 8

Russian #wheat exports in November to drop to the lowest in the current season - SovEcon

50.0 mmt Russian #wheat exports projected by the USDA look optimistic, wonder if they cut them today.

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport pic.twitter.com/maCO9Tq9Rg

Karen Braun · @kannbwx · Dec 8

All trade estimates for USDA's monthly supply and demand report due Friday at 11 am CST. Trade will mostly be watching for possible crop adjustments in South America given unfavorable weather in Brazil. No US corn/soy crop changes, but keep an eye on demand.

Andrey Sizov · @sizov_andre · Dec 8

OI in March CBOT #wheat dropped 40K since the start of this rally. Wonder how many shorts they still need to cover...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 8

It's nice to have both models in agreement; if that's not the case, I prefer the Euro as it is somewhat more accurate.

#oatt #agwx twitter.com/DDFalpha/statu…

Darin D. Fessler ✝️ · @DDFalpha · Dec 8

Many differences btwn the weekly Euro & GFS runs seen yesterday. Where's it matters the Euro would be ideal for many, however... GFS is thinking something much different. A lot drier & warmer from now through especially in northern Mato Grosso. #soybeans 🌱 #corn 🌽 #Brazil 🇧🇷 pic.twitter.com/TRWZUqGB5B

Andrey Sizov · @sizov_andre · Dec 8

ZWH-ZWK spread tends to rise in December, but we haven't seen such a rapid increase for many years. Wonder what this could imply.

#oatt #wheat #cbot

Andrey Sizov · @sizov_andre · Dec 8

ZWH-ZWK spread tends to rise in December, but we haven't seen such a rapid increase for many years. Wonder when it will reverse and how fast it will drop....

#oatt #wheat #cbot #sizovreport

Andrey Sizov · @sizov_andre · Dec 8

Russian #wheat exports in November to drop to the lowest in the current season - SovEcon

50.0 mmt Russian #wheat exports projected by the USDA look optimistic, wonder if they cut them today.

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Dec 8

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Jeremey Frost · @FearlessGrain · Dec 8

If you grow wheat make sure you check this out! twitter.com/sizov_andre/st…

farmbucks.com · @farmbuckscom · Dec 8

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Sean Pratt · @sean_pratt · Dec 7

India has dropped its 50 percent import duty on peas that has been in place since 2017, but it is unclear what it is doing with a series of other trade restrictions. #westcdnag #cdnag twitter.com/westernproduce…

Andrey Sizov · @sizov_andre · Dec 8

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Andrey Sizov · @sizov_andre · Dec 7

French farmers have sown only 83% of the #wheat area, compared to 99% last year and a 95% average thanks to ample rains.

We have seen a similar low area in 2019 only. The result? A sharp decline in 2020 production, which fell 15% below the average.

#oatt #sizovreport #agwx pic.twitter.com/AiAnVSLZ9h

Andrey Sizov · @sizov_andre · Dec 8

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Andrey Sizov · @sizov_andre · Dec 7

GASC #wheat tender offers: prices higher, number of offers down substantially...will Egypt buy anything substantial or will they pass? (Not an easy choice at this stage).

#oatt #sizovreport pic.twitter.com/GSugzljCF9

Andrey Sizov · @sizov_andre · Dec 8

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Andrey Sizov · @sizov_andre · Dec 7

All you need to know about the Black Sea ahead of the CBOT main #wheat session: Danube attacks; Russian state intervention; new GASC tender

Free trial: sizov.report/reports/21291/

#blacksea #sizovreport #oatt pic.twitter.com/X5vvpbTh3y

Karen Braun · @kannbwx · Dec 7

🇨🇳🇨🇦 #China's #wheat imports have gotten a lot of attention recently, but here's a story that some may have missed during the U.S. Thanksgiving holiday talking about how China has started to purchase durum wheat from #Canada.

farmbucks.com · @farmbuckscom · Dec 7

⚡️ Yellow pea specials are out in full swing! twitter.com/BinodSgr/statu…

Binod Agarwal SGR 🇮🇳 · @BinodSgr · Dec 7

India allow import of Yellow peas. Valid till 31.03.2024

#yellowpeas pic.twitter.com/96BLna5Fjd

Market Talk · @markettalkag · Dec 7

Grains and oilseeds had a solid day to the upside on Thursday. Should farmers be considering selling these rallies before the end of the year? That's one of the things we discuss today with Bryan Doherty from @TotalFarmMktg! Plus, we talk with Lance Zimmerman from @Rabobank about… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Dec 7

This post is 8 years in the making.

🇧🇷Vessel traffic outside of Paranagua Port in #Brazil is the heaviest for December 7 since at least 2015? Per this visual inspection, anyway. Certainly reflects the effort for record corn & soy exports in 2023 and the recent logistical delays.

farmbucks.com · @farmbuckscom · Dec 7

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Sean Pratt · @sean_pratt · Dec 7

A contact in India tells me the Indian government has eliminated import quotas and duties on yellow peas. If true, that is huge news for Canada's pea growers and exporters. #westcdnag #cdnag

Karen Braun · @kannbwx · Dec 7

🇧🇷Conab on Thursday trimmed #Brazil's output of #corn & #soybeans for the 2023/24 season, though not by as much as some analysts have called for. Interesting to note that 2022/23 exports were increased from last month: beans by 2 mmt and corn by 4 mmt.

Karen Braun · @kannbwx · Dec 7

🇨🇳#China imported 7.92 million tonnes (291 mbu) of #soybeans in November, below expectations for a third straight month as cargoes have been slower to clear at customs. Sep-Nov arrivals have been below average, and calendar YTD of 91.9 mmt is short of 2020's record but +14% YOY.

Josh Linville · @JLinvilleFert · Dec 7

For those wondering if #urea is well priced.

This looks at the history of the NOLA urea/Chicago #corn ratio. Right now, the ratio sits at 61 - 62. Not the lowest it has ever been, but VERY attractive.

Inland ratios WILL look different but it warrants a convo with your retailer.

Karen Braun · @kannbwx · Dec 7

🇺🇸One cargo of U.S. #wheat last week was switched from unknown to #China, and 272kt #corn was switched from unk to China. Japan was the top corn buyer, and a significant amount of #soybeans were switched from unk to Europe. Last week's corn exports were a MY high (1.09 mmt).

Andrey Sizov · @sizov_andre · Dec 7

So no #wheat flash sales today, and someone did expect that. CBOT dropped 8 cents at the very end of the night session.

It looks like we could at least revisit ~$6.2 shortly. And it's better to hold, or we can see a substantial correction.

#USDA: Private exporters reported… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Dec 7

USDA confirms the sale of 121,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · Dec 7

French farmers have sown only 83% of the #wheat area, compared to 99% last year and a 95% average thanks to ample rains.

We have seen similar low area in 2019 only. The result? A sharp decline in 2020 production which fell 15% below the average.

#oatt #sizovreport #agwx

Andrey Sizov · @sizov_andre · Dec 7

French farmers have sown only 83% of the #wheat area, compared to 99% last year and a 95% average thanks to ample rains.

We have seen a similar low area in 2019 only. The result? A sharp decline in 2020 production, which fell 15% below the average.

#oatt #sizovreport #agwx

Andrey Sizov · @sizov_andre · Dec 7

All you need to know about the Black Sea ahead of the CBOT main #wheat session: Danube attacks; Russian state intervention; new GASC tender

Free trial: sizov.report/reports/21291/

#blacksea #sizovreport #oatt

Andrey Sizov · @sizov_andre · Dec 7

GASC #wheat tender offers: prices higher, number of offers down substantially...will Egypt buy anything substantial or will they pass? (Not an easy choice at this stage).

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 7

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𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Dec 7

💥 🇪🇬 GASC getting Wheat offers 🌾 in tender today pic.twitter.com/gbs0Jtf2Yo twitter.com/russiangraintr…

Andrey Sizov · @sizov_andre · Dec 7

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Andrey Sizov · @sizov_andre · Dec 6

What a rally in zwh-zwk spread...-9 cents should be below 40% of full carry...it was around 70-80% just recently. Wonder how this chart will look in several sessions...

#oatt #sizovreport #wheat pic.twitter.com/QD3RFys9Yp

Josh Linville · @JLinvilleFert · Dec 7

While it doesn't solve the tight N.A. #phosphate inventory situation (still very, very tight), at least imports/exports trying to do their part.

Thru October, imports are ahead of the 3-year average and exports a bit below.

Again, still tight and strong...but its something.

farmbucks.com · @farmbuckscom · Dec 6

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Rb · @ACOMRB · Dec 6

Prices for Ukrainian wheat are expected to rise in seaports

en.usm.media/prices-for-ukr…

Karen Braun · @kannbwx · Dec 6

🇺🇸Census data out on Wednesday showed U.S. #wheat exports to #China through the first five months of 2023/24 at about 400,000 tonnes (14.4 mbu), well below last 3 years.
But total (known) commitments to China now stand around 2 mmt (73.5 mbu), above most recent full-year volumes.

Andrey Sizov · @sizov_andre · Dec 6

Another GASC #wheat tender.
The previous one was a small one. twitter.com/russiangraintr…

𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Dec 6

💥 🇪🇬 GASC is back in ‼️

Another Wheat 🌾 tender tomorrow ‼️

FOB for two periods:

10-20 January ‘24
&/or 21-31 January’24

Offers must be presented basis 180 days & 270 days in GASC option.

Market Talk · @markettalkag · Dec 6

Grains largely faded throughout the day on Wednesday and cattle found more downside volatility. We have a technical market discussion and look at the funds/fundamentals in this market trade with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics on today's program!… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Dec 6

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Arlan Suderman · @ArlanFF101 · Dec 6

The weather pattern in Brazil was tracking close to 2015-16, but it has started to deviate wetter in Center-West areas than that year. The national #soybean yield was down 8% from trend that year. Currently looking to be lower loss this year. #oatt

Andrey Sizov · @sizov_andre · Dec 6

It's not easy to spook the funds.
My guess is that the many who had to cover have done that already without too much panic.

#oatt #wheat twitter.com/GrainsGorilla/…

Grains Gorilla · @GrainsGorilla · Dec 6

Everyone talking about wheat being up 6 days in a row and now working on 7. It’s been to orderly. Have yet to hit stops and find panic short covering. MM short was 45% of open interest in latest COT. The Market needs a blow off top before getting bearish.

Andrey Sizov · @sizov_andre · Dec 6

If I were a #wheat bull, I wouldn't like that chart.
Dragged back to 100DMA, ugly wick...its better stay above that moving average (or we could need 0.5 mmt #China's sales tomorrow)

#oatt

Andrey Sizov · @sizov_andre · Dec 6

If I were a #wheat bull, I wouldn't like that chart.
Dragged back to 100DMA, ugly wick...its better to stay above that moving average (or we could need 0.5 mmt #China's sales tomorrow)

#oatt

Andrey Sizov · @sizov_andre · Dec 6

Hmmm....that aged well

#cofco #china #wheat #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 28

That escalated quickly. Weak grain exports could have been a trigger. ZWH lost 16 cents and hit a new contract low of 5.56...ZCH -7 cents + a new contract low of 4.73.

#China to the rescue?

#wheat #corn #sizovreport #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 6

What a rally in zwh-zwk spread...-9 cents should be below 40% of full carry...it was around 70-80% just recently. Wonder how this chart will look in several sessions...

#oatt #sizovreport #wheat

Andrey Sizov · @sizov_andre · Dec 6

Another flash sale to China...around 1 mmt done in three days in a row. #Wheat +6 cents only....is this rally running out of steam?

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 6

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Jeremey Frost · @FearlessGrain · Dec 6

It is happening right before our eyes

China demand. #wheat twitter.com/sizov_andre/st…

Arlan Suderman · @ArlanFF101 · Dec 6

The weather pattern in Brazil was tracking close to 2015-16, but it has started to deviate wetter in Center-West areas than that year. The national #soybean yield was down 8% from trend that year. Currently looking to be lower loss this year. #oatt

Market Talk · @markettalkag · Dec 6

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Jim McCormick · @jpmccormick3 · Dec 4

Brazil confirms outbreak outside CSF-free area pigprogress.net/health-nutriti…

Andrey Sizov · @sizov_andre · Dec 6

Oh boy. Are we witnessing another #grain robbery? (Not completely under radar this time).

Private exporters reported the following sales activity:
•372,000 metric tons of soft red winter #wheat for delivery to China during the 2023/2024 marketing year

#oatt

Karen Braun · @kannbwx · Dec 6

USDA confirms the following U.S. sales for delivery to #China in 2023/24:
▪️372,000 tonnes of SRW #wheat
▪️136,000 tonnes of #soybeans

Andrey Sizov · @sizov_andre · Dec 6

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Pro Farmer · @profarmer · Dec 5

South American crop consultant Dr. Michael Cordonnier cut his Brazilian soybean crop estimate 1 MMT to 157 MMT, saying recent rains came too late for a full recovery in early planted soybeans in central Brazil.
Soybean harvest started in remote areas of Mato Grosso last week.

Andrey Sizov · @sizov_andre · Dec 6

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Pro Farmer · @profarmer · Dec 5

South American crop consultant Dr. Michael Cordonnier trimmed his Brazil corn production estimate by 3 MMT to 118 MMT, stating “all indications point to smaller safrinha corn acreage.”

Cordonnier left his forecast for Argentina corn production unchanged at 52 MMT.

Andrey Sizov · @sizov_andre · Dec 6

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Jeremey Frost · @FearlessGrain · Dec 5

India buying. #wheat #China buying wheat. + fund short = excitment.

txt.so/oYTaXO pic.twitter.com/GYJ9IFXhR4 twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 6

So not all of MT #soybeans are dead…who would knew twitter.com/douglasmarango…

Douglas Marangon · @DouglasMarangon · Dec 5

Soja com bom desenvolvimento em Itanhangá MT 🇧🇷 pic.twitter.com/ICsimzpHD8

Andrey Sizov · @sizov_andre · Dec 6

GASC bought 120K of wheat from Russia at quite lucrative 270 days payment price and for the first time after a long pause 60K of Ukrainian #wheat to be shipped from Constanta.

A small purchase contrary to expectations…”I don’t care about your rallies”, says Egypt

#oatt… twitter.com/i/web/status/1… twitter.com/russiangraintr…

𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Dec 5

💥GASC WHEAT 🌾 RESULT

GASC booked 180,000 mt of wheat 🌾 today

120,000 MT Russian wheat from “Cereal Crops Trading”, which I understand to be the export trading partner of OZK (UGC)

&

60,000 MT of Ukrainian wheat from Nibulon ( to be shipped via Constanta)
Result below👇 pic.twitter.com/m8ZUhMHvP3 twitter.com/russiangraintr…

farmbucks.com · @farmbuckscom · Dec 6

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Market Talk · @markettalkag · Dec 5

Soybeans finished Tuesday near unchanged after a volatility filled day of trade while Chicago wheat and corn found some buying strength. Jim McCormick (@jpmccormick3) with @AgMarket_Net stops by the show today to discuss the market activity and the potential for some fund short… twitter.com/i/web/status/1… pic.twitter.com/lMQYLGjF2m

farmbucks.com · @farmbuckscom · Dec 5

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Rb · @ACOMRB · Dec 5

Algeria’s OAIC is believed to have purchased durum wheat at around $455 to $456 a ton c&f for larger Panamax shipments expected to be sourced from Canada and Australia and about $15 a ton c&f more for smaller handymax shipments from Canada....

nasdaq.com/articles/alger… twitter.com/ACOMRB/status/…

Market Talk · @markettalkag · Dec 5

Soybeans finished Tuesday near unchanged after a volatility filled day of trade while Chicago wheat and corn found some buying strength. Jim McCormick (@jpmccormick3) with @AgMarket_Net stops by the show today to discuss the market activity and the potential for some fund short… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Dec 5

🇧🇷Rain makes grain? #Brazil's southern state of Parana had the wettest Oct-Nov in at least a quarter century, notching almost 21 inches of rain (~70% above avg). As of Tuesday, 86% of #soybeans and 80% of first #corn were in good condition, same as last week.

Karen Braun · @kannbwx · Dec 5

Dec. 5: Most-active CBOT #wheat futures kiss the 200-day moving average for the first time since late July as #China books more U.S. wheat cargoes.
📈Tuesday's high of $6.36-1/4 per bu is the most-active contract's highest since late August.

Josh Linville · @JLinvilleFert · Dec 5

Another big cut for Dutch TTF. Feb '24, which has been the winter high, closed the day at $12.289MMbtu!

Still likely not low enough to bring offline nitrogen production back online...but it is closing the gap and FAST!

Josh Linville · @JLinvilleFert · Dec 5

If you were waiting on having your spring phosphate conversation...might have it sooner than later. NOLA prices jumping. Up near $50 since before the duty rate changes.

Market Talk · @markettalkag · Dec 5

Daily podcast and YouTube show hosted by award winning farm broadcaster Jesse Allen. Tune in each weekday for commodity market analysis and more!

Market Talk · @markettalkag · Dec 5

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John Heinberg · @casheagle1 · Dec 5

Private exporters reported sales of 198,000 metric tons of soft red winter #wheat for delivery to China during the 2023/2024 marketing year.

Market Talk · @markettalkag · Dec 5

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Karen Braun · @kannbwx · Dec 5

🇦🇷 First pre-WASDE poll for 2023/24 South American crop production reflects a huge increase for #Argentina's #corn & #soybeans versus last year's drought disaster.
🇧🇷#Brazil's corn crop is seen smaller & beans a bit higher YOY but lower than USDA's last 23/24 estimates. pic.twitter.com/EnphCwIavy

Market Talk · @markettalkag · Dec 5

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Jim McCormick · @jpmccormick3 · Dec 4

Managed Money continued to add to their short Corn positions according to the last CFTC report released on Friday. The last time MM funds were this short corn it was trading near $4.00. pic.twitter.com/6rPy1LmEzU

Market Talk · @markettalkag · Dec 5

We've got Jim McCormick (@jpmccormick3) from @AgMarket_Net on this afternoon's program! If you have questions for Jim, put them in the comments below and we'll try to get them answered! #OATT #commodities #markets #commoditymarkets #AgTwitter

Market Talk · @markettalkag · Dec 5

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Jim McCormick · @jpmccormick3 · Dec 5

Export Sales to China

Private exporters reported sales of 198,000 metric tons of soft red winter #wheat for delivery to #China during the 2023/2024 marketing year.

Market Talk · @markettalkag · Dec 5

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Karen Braun · @kannbwx · Dec 4

🇧🇷85% of #Brazil's #soybeans were planted as of last Thursday compared with 91% a year ago. AgRural estimates the crop at 159.1 mmt vs 163.5 in Nov and 164.6 in Oct. pic.twitter.com/PAJLfBd9Dp

Market Talk · @markettalkag · Dec 5

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Brevant seeds U.S. · @BrevantseedsUS · Dec 4

1st and 2nd place isn’t so bad. bit.ly/3uQ2NUs pic.twitter.com/NZdUrX4wb1

Karen Braun · @kannbwx · Dec 5

🇦🇷 First pre-WASDE poll for 2023/24 South American crop production reflects a huge increase for #Argentina's #corn & #soybeans versus last year's drought disaster.
🇧🇷#Brazil's corn crop is seen smaller & beans a bit higher YOY but lower than USDA's last 23/24 estimates.

Andrey Sizov · @sizov_andre · Dec 5

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AGRIColumn · @Agricolumn_EU · Dec 5

#GASC Line-up. In yellow C&F for payment a sight deferred with LC and with 270 Days Payment term. pic.twitter.com/VQlgqhy0Cp

Karen Braun · @kannbwx · Dec 5

USDA confirms the sale of 198,000 tonnes of U.S. soft red winter #wheat for delivery to #China in 2023/24.

Andrey Sizov · @sizov_andre · Dec 5

Private exporters reported sales of 198,000 metric tons of soft red winter #wheat for delivery to China during the 2023/2024 marketing year.

#oatt

Andrey Sizov · @sizov_andre · Dec 5

#GASC offers:

Lots of Russian #wheat offers (+ impressive competition)...GASC could buy RU + some ROM thanks to several $ freight advantage

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Dec 5

Nice 270-day payment offer from Cereal Crops Trading (who are they, btw?). $255 vs $250 payment at sight, implying a loan at 2.7% PA vs money market fund yield at ~5%. Free money.

If I were a GASC, I would grab this one...so there is (modest) competition twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 5

#GASC offers:

Lots of Russian #wheat offers (+ impressive competition)...GASC could buy RU + some ROM thanks to several $ freight advantage

#oatt #blacksea #sizovreport pic.twitter.com/14L7SOl2Cg

Andrey Sizov · @sizov_andre · Dec 5

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sergio ch. · @1beantrader · Dec 5

🇦🇷✈️🔥$buy it all twitter.com/elonmusk/statu…

Andrey Sizov · @sizov_andre · Dec 5

Oh boy. "I think the fact that #China's coming in for U.S. #wheat and not picking it up on the Black Sea would suggest that we are finally starting to see some stable prices," said Zuzolo from Global Commodity Analytics.

China has never bought any wheat from the Black Sea...(at… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 5

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Prakash · @Prakash01351577 · Dec 5

Usefull information for flour mill industries in india twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 5

#Wheat & #corn up week on week amid high US sales & Black Sea headlines; #Soybeans down on rains in South America

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 5

"Find out how this historic move will impact the world's economy and food supply!"

0 impact
(if we exclude supply of new media headlines, of course) twitter.com/Czapp_portal/s…

Czapp · @Czapp_portal · Nov 21

The new BRICS expansion, set to include Saudi Arabia and Argentina, is poised to reshape global trade and agriculture. Find out how this historic move will impact the world's economy and food supply! #BRICS #GlobalTrade #Agriculture

Andrey Sizov · @sizov_andre · Dec 5

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Andrey Sizov · @sizov_andre · Dec 5

GASC is waking up
#wheat twitter.com/walidhamed9/st…

Andrey Sizov · @sizov_andre · Dec 5

India may lower import taxes for 1+ MMT of Russian #wheat

#oatt

newindianexpress.com/nation/2023/de…

Andrey Sizov · @sizov_andre · Dec 5

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Andrey Sizov · @sizov_andre · Dec 4

Oh boy. ZWH +20 cents...
So those CN #wheat purchases were not really priced in...

#oatt pic.twitter.com/Tdi2376Src

Andrey Sizov · @sizov_andre · Dec 5

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Andrey Sizov · @sizov_andre · Dec 4

Not getting the timing of this deal. The rules say that they should report the transaction the next day so it should have been done on Friday. Why did they buy it so late, after almost a week of strong growth? Earlier, they were pretty good at picking bottoms...

And another… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 5

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Andrey Sizov · @sizov_andre · Dec 4

Russian #grain market weekly, Nov 27-Dec 01, 2023

* #Wheat sharply higher on Black Sea headlines, strong US sales
* Russian weekly shipments and sales down
* Wheat lower on weak demand in South
* 2023 harvest nears the end

More: sizov.report/reports/21230/…

#oatt #blacksea… twitter.com/i/web/status/1… pic.twitter.com/bYnetmcM2N

Andrey Sizov · @sizov_andre · Dec 5

GASC is waking up
#wheat twitter.com/walidhamed9/st…

Walid Hamed · @WalidHamed9 · Dec 4

GASC in mkt tmrw for Wheat - FOB for ship period :

5-15 Jan.24
And/or 16-25 Jan.24
And or 26 Jan - 4 Feb.24

Offers to be presented basis at sight and 270 days GASC option.

farmbucks.com · @farmbuckscom · Dec 4

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GrainStats 🌾 · @GrainStats · Dec 4

This China Wheat sale was the largest in over a decade 🌠 twitter.com/grainstats/sta…

Karen Braun · @kannbwx · Dec 4

🇧🇷Preliminary data shows #Brazil's November #corn exports at 7.4 million tonnes (292 mbu), easily record for the month. In the last four months, the exported total of nearly 34 mmt is up 28% from the prior year, which was also the prior Aug-Nov record.

farmbucks.com · @farmbuckscom · Dec 4

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Spiga Dorata · @spiga_dorata · Dec 4

Statistic Canada final #durum production estimate released today, based on about 27.200 farmers survey➡️4.045.231t

Total supply
➡️4.454.231t

It's the second lowest after 2021 👇
Due to very low beginning stocks, up📈only 608.741t compared to 2021

#durumwheat #bledur #granoduro pic.twitter.com/eGOERBjrJH

Market Talk · @markettalkag · Dec 4

Wheat continued to rally on Monday while soybeans broke through some key support levels to start the week. We discuss markets with John Heinberg (@casheagle1) from @TotalFarmMktg on today's show. Plus, we look at the latest weather outlook for the U.S. and South America with Eric… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Dec 4

2nd update of the day:

Dutch TTF values took a major hit today with winter months now settled sub $13MMbtu!

Doesn't mean that remaining offline nitrogen production will restart...but it sure doesn't hurt.

Karen Braun · @kannbwx · Dec 4

Dec. 4: CBOT January #soybeans settle at $13.06-1/4 per bushel - nearly $1 off the mid-Nov high - on expectation of relief for parched Brazilian beans. Monday's settle is the lowest since Oct. 26 and below all moving averages for the first time since Oct. 26.

Karen Braun · @kannbwx · Dec 4

🇦🇺#Australia slightly increased #wheat and #canola crop estimates, but production is still seen down 37% and 33% on the year, respectively. That is due to a drier growing season caused by the El Nino pattern.

Josh Linville · @JLinvilleFert · Dec 4

#urea prices are holding onto the gains that were seen Friday, proving that Friday was not a fluke...short term.

Still keeping an eye out. The quick price hike could indicate that a buyer is coming soon.

India, I'm watching you!

farmbucks.com · @farmbuckscom · Dec 4

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Pro Farmer · @profarmer · Dec 4

Canada’s wheat crop is estimated at 32.0 MMT by Statistics Canada, up from the 29.8 MMT forecast in September & higher than the 31.1 MMT traders expected.

StatsCan raised its Canadian canola crop estimate to 18.3 MMT.

Arlan Suderman · @ArlanFF101 · Dec 4

Marketing year to date #soybean inspections exceed the seasonal pace needed to hit USDA's target by 13 million bushels, down from 30 million bushels the previous week and we quickly lose early momentum in this export season. #oatt

Arlan Suderman · @ArlanFF101 · Dec 4

Marketing year to date #corn export inspections fall short of the seasonal pace needed to hit USDA's target by 19 million bushels, as the fastest weekly shipment pace since June helps cut the deficit in half. #oatt

Arlan Suderman · @ArlanFF101 · Dec 4

Marketing year to date #wheat export inspections fall short of the seasonal pace needed to hit USDA's target by 49 million bushels, versus being short by 46 million the previous week. #oatt

Karen Braun · @kannbwx · Dec 4

🇧🇷85% of #Brazil's #soybeans were planted as of last Thursday compared with 91% a year ago. AgRural estimates the crop at 159.1 mmt vs 163.5 in Nov and 164.6 in Oct.

Arlan Suderman · @ArlanFF101 · Dec 4

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Kathryn Rooney Vera · @KRooneyVera · Dec 4

As far as the Bloomberg data goes back (and basically within living memory), the 10yr yield has spent the most time between 4.1%-4.2%, relative to any other 10bp increment. #rates @nicholastreece @StoneX_Official @TheChartReport

Arlan Suderman · @ArlanFF101 · Dec 4

Export inspections destined for China in the week ending Nov. 30 (mln bu): #corn 10.8, grain sorghum 4.6, #soybeans 15.0, #wheat 0.0 #oatt

Arlan Suderman · @ArlanFF101 · Dec 4

Export inspections in the week ending Nov. 30 (mln bu): #corn 45.6, grain sorghum 4.6, #soybeans 40.7, #wheat 6.9 #oatt

Karen Braun · @kannbwx · Dec 4

🇺🇸U.S. export inspections last week are shown well above trade expectations for #corn and below for #soybeans. See charts on next post for how much this stands out. Corn went to Mexico, Colombia & China.

Andrey Sizov · @sizov_andre · Dec 4

Oh boy
So those CN #wheat purchases were not really priced in...

#oatt

Andrey Sizov · @sizov_andre · Dec 4

Oh boy. ZWH +20 cents...
So those CN #wheat purchases were not really priced in...

#oatt

Andrey Sizov · @sizov_andre · Dec 4

Not getting the timing of this deal. The rules say that they should report the transaction the next day so it should have been done on Friday. Why did they buy it so late, after almost a week of strong growth? Earlier, they were pretty good at picking bottoms...

And another… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Dec 4

Rally / reversal time?

Private exporters reported the following sales activity:

440,000 metric tons (!) of soft red winter #wheat for delivery to China during the 2023/2024 marketing year

#oatt pic.twitter.com/2qQnoGyOxC

Andrey Sizov · @sizov_andre · Dec 4

Private exporters reported the following sales activity:

440,000 metric tons (!) of soft red winter #wheat for delivery to China during the 2023/2024 marketing year

#oatt

Karen Braun · @kannbwx · Dec 4

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️440,000 tonnes of soft red winter #wheat to China
▪️267,044 tonnes of #corn to Mexico
▪️183,000 tonnes of #soymeal to the Philippines

Andrey Sizov · @sizov_andre · Dec 4

Rally / reversal time?

Private exporters reported the following sales activity:

440,000 metric tons (!) of soft red winter #wheat for delivery to China during the 2023/2024 marketing year

#oatt

Arlan Suderman · @ArlanFF101 · Dec 4

#corn #oatt twitter.com/MarketToMarket…

Market to Market · @MarketToMarket · Dec 4

In Market Analysis - @ArlanFF101 sees a corn market that has stabilized, and now is waiting for bad news to move it upward:
iowapbs.org/shows/mtom/mar… pic.twitter.com/6nfgL0BknZ

Andrey Sizov · @sizov_andre · Dec 4

Russian #grain market weekly, Nov 27-Dec 01, 2023

* #Wheat sharply higher on Black Sea headlines, strong US sales
* Russian weekly shipments and sales down
* Wheat lower on weak demand in South
* 2023 harvest nears the end

More: sizov.report/reports/21230/…

#oatt #blacksea… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 4

CBOT #wheat doesn't look bad after the weekend. Are we going to test 100DMA? 🥹🥹

(However, if you missed this rally, I'm not sure that jumping in right now is necessarily a good idea).

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 4

The West is doomed (again)
Because #BRICS is expanding (again)
Thanks to Tierra del Fuego this time twitter.com/ADachary/statu…

Andrés Dachary · @ADachary · Nov 30

Desde la Provincia de Tierra del Fuego, Antártida e Islas del Atlántico Sur hemos tomado la decisión de solicitar el ingreso como provincia adherente al bloque de los #BRICS+, impulsando la creación de una red de regiones de los Estados que lo componen. pic.twitter.com/CKyxvmhs54

Andrey Sizov · @sizov_andre · Dec 4

Since early November, the Baltic Dry Index global freight benchmark has more than doulbed on Panama issues and Brazil congestion...bearish CBOT?

$bdi #oatt #wheat #corn #soybeans

Josh Linville · @JLinvilleFert · Dec 4

I know car manufacturers are looking for ways to increase profits.

I have an idea.

I'll happily pay more to have the auto stop/start removed.

Arlan Suderman · @ArlanFF101 · Dec 3

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Market to Market · @MarketToMarket · Dec 2

We talk profit in the many sectors of the cattle market with @ArlanFF101 in Market Plus:
iowapbs.org/shows/mtom/mar… pic.twitter.com/Lu7Ucz1MB1

Arlan Suderman · @ArlanFF101 · Dec 3

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Market to Market · @MarketToMarket · Dec 2

In wheat, @ArlanFF101 thinks the Black Sea region drives wheat prices. Hear the full discussion in Market Analysis:
iowapbs.org/shows/mtom/mar… pic.twitter.com/zhpknivVQj

Arlan Suderman · @ArlanFF101 · Dec 3

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Market to Market · @MarketToMarket · Dec 3

In Market Plus- we chat money flows, data and perceptions with @ArlanFF101:

iowapbs.org/shows/mtom/mar… pic.twitter.com/nBQI2hUFPX

Arlan Suderman · @ArlanFF101 · Dec 3

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Market to Market · @MarketToMarket · Dec 3

Brazil will set the tone for both corn and beans in ‘24. @ArlanFF101 shares his thoughts in Market Analysis: iowapbs.org/shows/mtom/mar… pic.twitter.com/ebFRSxtQpE

Arlan Suderman · @ArlanFF101 · Dec 3

#oatt twitter.com/PaulYeager/sta…

Paul Yeager · @PaulYeager · Dec 3

Arlan is always up for a good chat. Thank you @ArlanFF101 twitter.com/MarketToMarket…

Andrey Sizov · @sizov_andre · Dec 2

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David Sheppard · @OilSheppard · Nov 23

50 years is a long time, huh pic.twitter.com/1ZakIkyArx

Andrey Sizov · @sizov_andre · Dec 1

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Andrey Sizov · @sizov_andre · Dec 1

So it's a July scenario? twitter.com/sizov_andre/st…

Market Talk · @markettalkag · Dec 1

Corn and wheat had a solid end to the week while the soy complex and cattle had a rough finish on Friday. We talk about the markets and get perspective from Kristi Van Ahn-Kjeseth (@kvanahn) with @VanAhnCo on today's program! #oatt #commodities #Markets
markettalkag.com/2023/12/01/fri…

Karen Braun · @kannbwx · Dec 1

🌽Funds ended November on the most bearish-ever note in CBOT #corn: net short of 206,478 futures and options contracts.
That is their biggest corn short since June 2020, and it surpasses 2017 for the biggest ever late-November net short.

Andrey Sizov · @sizov_andre · Dec 1

Happy Friday everyone
Tell me what you are drinking

#wheat #oatt

Andrey Sizov · @sizov_andre · Dec 1

It looks like OPEC+ is working well...protecting the price & losing its share of global output to the US.
(I mean, it can't be a US plot, can it?) twitter.com/JordanFife1/st…

Jordan Fife · @JordanFife1 · Dec 1

This graph is fun to show both sides of the political aisle.
Right claims we don't drill enough due to regulations, false
Left claims we are reducing oil production and going green, false
Its a commodity and will react to supply and demand accordingly, happy Friday pic.twitter.com/TsekWnxCbX

Market Talk · @markettalkag · Dec 1

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American Ag Network · @AmericanAgNet · Dec 1

Meet the American Ag Team! First up, @jesseallenag Host of AOA and Market Talk; Farm and Ranch Director for American Ag Network

What is your favorite food and why? Pizza. I am like a pizza connoisseur and could eat it every day of the week. Meat Lovers, Chicken Bacon Ranch,… twitter.com/i/web/status/1… pic.twitter.com/atD6krUCTx

Josh Linville · @JLinvilleFert · Dec 1

Global #urea values jumping today. Details on the "why" are a little sketchy, but the price move is definitive.

#phosphate values continue to hold/push higher. North American farmers, do not be afraid of talking about your spring needs today...

At least #potash still decent.!

Josh Linville · @JLinvilleFert · Dec 1

Also, for those on the farmer fertilizer newsletter, I just sent an apology note.

I will not be getting the newsletters sent today. I can rush them but I want the quality over the timeliness.

I WILL have them sent Monday, I promise.

Andrey Sizov · @sizov_andre · Dec 1

So it's a July scenario? twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 30

March CBOT #wheat closed above 50DMA for the third time in the last five months.

What's next: a rally like in July or another round of beating like earlier in November?

#oatt #sizovreport pic.twitter.com/S8vjiW5VXV

Andrey Sizov · @sizov_andre · Dec 1

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Jay O'Neil · @IGPJay · Dec 1

Believe lots of grain buyers, and
Sellers, got caught short on this week's big jump in Dry Bulk ocean freight rates. Next offers will have new freight calculation.

Market Talk · @markettalkag · Dec 1

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Kristi Van Ahn-Kjeseth · @kvanahn · Dec 1

TGIF and happy December! I’m chatting with @markettalkag this afternoon. Any questions or topics you want Jesse and me to cover today?! All questions are good questions, except ones about wheat or the Minnesota Vikings ;)

Arlan Suderman · @ArlanFF101 · Dec 1

Look for USDA to confirm later today that October #soybean crush topped the 200 million bushel mark for the first time. Get used to it. We're going to see a lot more of that in the months ahead with the new capacity online. #oatt

Arlan Suderman · @ArlanFF101 · Dec 1

#oatt #oott twitter.com/SchwabNetwork/…

Schwab Network · @SchwabNetwork · Dec 1

A look at #CL_F post-OPEC+ 🛢️

🎥 @ArlanFF101 joins @FuturesBenL to talk crude oil and energy markets after OPEC+ issues larger cuts than expected: twitter.com/i/broadcasts/1…

Andrey Sizov · @sizov_andre · Dec 1

Storms are over for the key Russian #grain export terminal, Norossiysk. Most likely, they will return later, as it happens every year during the November-February window.

Bear this in mind when you'll read more headlines / posts "wheat should be $8 because someone can't load a… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 1

Storms are over for the key Russian #grain export terminal, Norossiysk. Most likely, they will return later, as it happens every year during the November-February window.

Bear this in mind when you read more headlines / posts "wheat should be $8 because someone can't load a… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Dec 1

So #China is not going to buy all US #wheat this week? ((

Reuters: France's Dunkirk port to start China #wheat loading this month

nasdaq.com/articles/franc…

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Dec 1

#wheat

Karen Braun · @kannbwx · Dec 1

USDA confirms the following export sales of U.S. #soybeans for delivery in 2023/24:
▪️132,000 tonnes to #China
▪️198,000 tonnes to unknown

12.1 million bushels total.

Andrey Sizov · @sizov_andre · Dec 1

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Grains Gorilla · @GrainsGorilla · Dec 1

For all the Twitter bulls out there talking BRZ bean crop towards 150 bc of weather. Weather markets don’t take premium out of the market every Friday. They add it. 3rd Friday in a row we break hard.

Andrey Sizov · @sizov_andre · Dec 1

#Wheat is trapped between 50 & 20 DMAs...not sure if we close above $6 today

#oatt

Andrey Sizov · @sizov_andre · Dec 1

"While it’s hard to quantify how much of total trading volumes are controlled by CTAs, algos more broadly are responsible for as much as 70% of crude trades on an average day, according to data from TD Bank and JPMorgan."

#oatt #oott

bloomberg.com/news/features/…

Andrey Sizov · @sizov_andre · Nov 30

March CBOT #wheat closed above 50DMA for the third time in the last five months.

What's next: a rally like in July or another round of beating like earlier in November?

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 30

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Andrey Sizov · @sizov_andre · Nov 29

"Heavy rain sweeping through southeastern Australia has damaged #wheat crops, potentially shrinking production by more than 100,000 tons and turning up to 1 million tons of milling wheat into lower-quality feed grain, analysts said."

#oatt #agwx

reuters.com/business/envir…

Market Talk · @markettalkag · Nov 30

On today's program, we wrap up the month of November as corn and wheat had a slight rally. We sit down for a conversation and analysis with Bryan Doherty from @TotalFarmMktg. PLUS, we talk farm income, interest rates and more with David Widmar (@davidwidmar) from @AgEconomists.… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 30

Wonder what (almost) 0 global economic growth implies for ags? Relatively weak demand for #soybeans and #corn...flat (inelastic) #wheat demand?

#oatt twitter.com/BurggrabenH/st…

Alexander Stahel 🇺🇦🇮🇱 · @BurggrabenH · Nov 30

What do G20 economic data tell us about the demand for commodities?

Firstly, we will likely be in a no growth world in 2024 (despite the 1.3% growth forecast for 2024) due to a weakening US, a weak Europe (certainly Germany & France) as well as a very weak China with little… twitter.com/i/web/status/1… pic.twitter.com/pevx3fDbUl

Josh Linville · @JLinvilleFert · Nov 30

Dutch TTF (European nat gas) values continue to fall.

Will production costs drop enough to bring production back...

...or have global urea values fallen too far?

This is the question.

Andrey Sizov · @sizov_andre · Nov 30

SovEcon estimates 2024 Ukranian #wheat crop at 19.7 MMT. The new forecast is to be released next week -> sizov.report

#oatt #blacksea

Andrey Sizov · @sizov_andre · Nov 30

SovEcon estimates the 2024 Ukranian #wheat crop at 19.7 MMT. The new forecast is to be released next week -> sizov.report

#oatt #blacksea

Andrey Sizov · @sizov_andre · Nov 30

Impressive #wheat and #corn sales...is the market reaction a bit muted, or is it just my pessimism?

#oatt twitter.com/kannbwx/status…

Karen Braun · @kannbwx · Nov 30

🇺🇸Better-than-expected export sales last week for U.S. #wheat, #corn & #soybeans. #China & unknown bought most of the wheat. Corn sales were a MY high - incl. 2 cargoes to China. Mexico, Japan & Taiwan also bought corn. China, unknown & EU bought beans, but meal sales were slow. pic.twitter.com/NBtlrJlanH

Market Talk · @markettalkag · Nov 30

According to EIA data analyzed by the @EthanolRFA for the week ending November 24, ethanol production pared back 1.2% to a 7-week low of 1.011 million b/d, equivalent to 42.46 million gallons daily.

americanagnetwork.com/2023/11/weekly…

Arlan Suderman · @ArlanFF101 · Nov 30

Marketing year to date #corn export sales fall short of the seasonal pace needed to hit USDA's target by 32 million bushels, but that's half the deficit we had last week following this morning's big weekly sales number. #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

Marketing year to date #soybean export sales fall short of the seasonal pace needed to hit USDA's target by 32 million bushels, but that's half the deficit we had last week following this morning's big weekly sales number. #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

Marketing year to date #corn export sales to date exceed the seasonal pace needed to hit USDA's target by 34 million bushels, up from 7 million the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

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Greg Akagi · @GregAkagi · Nov 30

During his presentation, @cattlefax CEO Randy Bloch says the cattle cycle hasn't stopped due to expansion not starting yet. @newsfromkla

Arlan Suderman · @ArlanFF101 · Nov 30

This AM's weekly export sales report, combined with a recent surge in ocean freight rates, spurs talk that perhaps end users see good opportunities at current price levels. #corn #wheat #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

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Amena Bakr · @Amena__Bakr · Nov 30

Effective Jan 2024 Brazil will join opec plus #OOTT #Opec twitter.com/amena__bakr/st…

Arlan Suderman · @ArlanFF101 · Nov 30

Export sales for the week ending Nov. 23 (mln bu): #corn 75.9, grain sorghum 7.3, #soybeans 69.6, #wheat 22.9 old- & 0.05 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

This morning's USDA weekly export sales report revealed that China bought 2.3 million bushels of HRW #wheat, while unknown destinations bought another 2.4 mln bu. China also bought 4.0 mln bu of SRW, with unknown buying 2.4 mln. China & unknown bought 0.9 & 1.5 mln bu of white… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Nov 30

#oatt twitter.com/MarketToMarket…

Market to Market · @MarketToMarket · Nov 30

We will talk more than just daylight with @ArlanFF101 this week. We want to discuss your questions as well. What’s on your mind? Here is @PaulYeager pic.twitter.com/TlrYHRBEqY

Arlan Suderman · @ArlanFF101 · Nov 30

China bought a net 35.1 million bushels of US #soybeans in the week ending Nov. 23, although 11.5 million of that was a switch from previous purchases by unknown destinations. Unknown bought another 10.8 million bushels. #oatt

Arlan Suderman · @ArlanFF101 · Nov 30

"Unknown destinations" bought 28.6 million bushels of U.S. #corn in the week ending Nov. 23, followed by Mexico at 11.6, Taiwan at 7.9 and China at 5.2 million bushels. #oatt

Karen Braun · @kannbwx · Nov 30

🇺🇸Better-than-expected export sales last week for U.S. #wheat, #corn & #soybeans. #China & unknown bought most of the wheat. Corn sales were a MY high - incl. 2 cargoes to China. Mexico, Japan & Taiwan also bought corn. China, unknown & EU bought beans, but meal sales were slow.

Arlan Suderman · @ArlanFF101 · Nov 30

China bought a net 9.5 million bushels of US grain sorghum in the week ending Nov. 23, including 2.2 million previously purchased by unknown destinations. #oatt

Karen Braun · @kannbwx · Nov 30

USDA confirms the sale of 134,000 tonnes of U.S. #soybeans to #China for delivery in 2023/24.

Andrey Sizov · @sizov_andre · Nov 30

CBOT #wheat is trying to establish an uptrend. Not sure if it will hold, but yesterday's high is taken out already...testing 20DMA...5.91 high could be next. Strong export numbers today for wheat and #corn, December could be friendly for bulls.

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 30

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Andrey Sizov · @sizov_andre · Nov 29

Inverted $DXY vs #wheat...something broke in November...

#oatt pic.twitter.com/SALYcPFhqP

Andrey Sizov · @sizov_andre · Nov 30

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Andrey Sizov · @sizov_andre · Nov 29

Russian #wheat crop to drop in 2024 - SovEcon

Could still be a decent crop. The weather setup has improved substantially for winter wheat in recent weeks.

More: blog.sizov.report/russian-wheat-…

#oatt #agwx #blacksea pic.twitter.com/6OMLhqwHYm

Market Talk · @markettalkag · Nov 29

Wheat continued the rally on Wednesday while corn and soybeans were quiet. Cattle and hogs extend their rally for a second day as well. We discuss fundamentals and technicals in the market with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics on today's show! #OATT… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 29

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Jenny Splitter · @jennysplitter · Nov 29

Hi.

We are looking for someone with journalism experience who is committed to helping improve the landscape of food and farming media. twitter.com/Sentient_Media…

Andrey Sizov · @sizov_andre · Nov 29

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GrainStats 🌾 · @GrainStats · Nov 29

Corn futures are telling us something 🌽 pic.twitter.com/nQsurnIN2q twitter.com/GrainStats/sta…

Andrey Sizov · @sizov_andre · Nov 29

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Esteban Moscariello · @moscarielloe · Nov 29

📢 - Sudamérica pic.twitter.com/WOkCT74HGQ

Arlan Suderman · @ArlanFF101 · Nov 29

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Susan Littlefield · @firefighter89 · Nov 29

The Wednesday @ChannelSeed @FontanelleSeed #FinalBell #Podcast with @ArlanFF101 @StoneX_Official 🎙️ p.ftur.io/krvnam/24648

Andrey Sizov · @sizov_andre · Nov 29

Last time we had issues with Black Sea exports because of the weather was around a year ago…starting from November the region tends to have storms, ice and other problems. Happens almost every year.

#oatt #agwx twitter.com/rorydeverell/s…

Black silo · @RoryDeverell · Nov 29

Black sea logistics are something of a nightmare at the moment.

The last time we had significant winter weather related logistical issues was January 2012.

#Wheat prices rallied $20/tonne back then in reaction pic.twitter.com/AoSe0yp4LD

Andrey Sizov · @sizov_andre · Nov 29

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WSJ Markets · @WSJmarkets · Nov 29

OPEC and its Russia-led allies are considering new oil production cuts of as much as 1 million barrels a day on.wsj.com/3GomJ3A

Josh Linville · @JLinvilleFert · Nov 29

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Ag News Daily Podcast 🎙 · @AgNewsDaily · Nov 29

Catch up with @JLinvilleFert today and hear his take on the fertilizer outlook heading into 2024:
globalagnetwork.com/ag-news-daily/…

Andrey Sizov · @sizov_andre · Nov 29

"Heavy rain sweeping through southeastern Australia has damaged #wheat crops, potentially shrinking production by more than 100,000 tons and turning up to 1 million tons of milling wheat into lower-quality feed grain, analysts said."

#oatt #agwx

reuters.com/business/envir…

Andrey Sizov · @sizov_andre · Nov 29

Heavy rain sweeping through southeastern Australia has damaged #wheat crops, potentially shrinking production by more than 100,000 tons and turning up to 1 million tons of milling wheat into lower-quality feed grain, analysts said.

#oatt #agwx

reuters.com/business/envir…

Andrey Sizov · @sizov_andre · Nov 29

Inverted $DXY vs #wheat...something broke in November...

#oatt

Josh Linville · @JLinvilleFert · Nov 29

North American farmers have gone thru the fall season fighting with high phosphate prices. I had hoped that values would fall moving into winter/next spring.

Unfortunately, NOLA values have INCREASED recently.

Current ratio sits at 109...more in the newsletter.

Andrey Sizov · @sizov_andre · Nov 29

Russian #wheat crop to drop in 2024 - SovEcon

Could still be a decent crop. The weather setup has improved substantially for winter wheat in recent weeks.

More: blog.sizov.report/russian-wheat-…

#oatt #agwx #blacksea

Arlan Suderman · @ArlanFF101 · Nov 29

#EThanol stocks slipped to 21.4 million barrels in the week ending Nov. 24, down from 21.7 million the previous week, and down from 22.9 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Nov 29

Estimated marketing year to date #corn use for #ethanol totals 1.238 billion bushels, up 32 million or 2.7% from the previous year's pace. #oatt

Arlan Suderman · @ArlanFF101 · Nov 29

the production of #ethanol utilized an estimated 100.6 million bushels of #corn in the week ending Nov. 24, down from 101.8 million the previous week, and down from 103.2 million bushels the previous year. #oatt

Arlan Suderman · @ArlanFF101 · Nov 29

#Ethanol production slipped to 1,011K barrels per day in the week ending Nov. 24, down from 1,023K bpd the previous week, and down from 1,018K bpd in the same week last year. #corn #oatt

Andrey Sizov · @sizov_andre · Nov 29

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Grainli® · @GRAiNLi_1 · Nov 29

RUS #wheat crop forecast to decline to 89.8 MMT in 24 from 91.5 MMT in 23, reports #SovEcon. Yield challenges expected due to average crop conditions. However, the 2024 crop is still projected to be above the 5-year average of 86.4 MMT. #Agriculture #CropReport

Andrey Sizov · @sizov_andre · Nov 29

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Pro Farmer · @profarmer · Nov 29

Black Sea consulting firm SovEcon’s initial forecast for Russia’s 2024-25 wheat crop calls for production to slip to 89.8 MMT from 91.5 MMT this year.

Andrey Sizov · @sizov_andre · Nov 29

CBOT #wheat is pushing higher, challenging the downtrend channel. Matif is in the green as well.

The market could still be digesting "Russian grain ban" headlines; @sovecon predicts 2024 Russian crop to decline for the second year in a row.

More: sizov.report

#oatt… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 29

No one needs US dollars anymore, as rates are expected to drop in the not-too-distant future. $DXY is down 4.2% from its November high; that's a lot. Ag markets have been ignoring this move; could it change?

#oatt

Andrey Sizov · @sizov_andre · Nov 29

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Andrey Sizov · @sizov_andre · Nov 28

#Wheat is up by double digits, while #corn is down. What is it: lower $DXY or another "Russian #grain ban" story? I vote for the latter.

Our advice: don't get carried away.

Our note is in your inbox if you are a sizov.report subscriber.

#oatt #blacksea #sizovreport… twitter.com/i/web/status/1… pic.twitter.com/e8Ob5jdub6

Andrey Sizov · @sizov_andre · Nov 28

#Wheat is up by double digits, while #corn is down. What is it: lower $DXY or another "Russian #grain ban" story? I vote for the latter.

Our advice: don't get carried away.

Our note is in your inbox if you are a sizov.report subscriber.

#oatt #blacksea #sizovreport… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 28

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Alexander Gabuev 陳寒士 · @AlexGabuev · Nov 28

My colleague @AndrKolesnikov and @levada_ru's Denis Volkov have published a new @CarnegieEndow paper documenting Russian attitudes towards the war. Main conclusion: support for the Kremlin's disastrous course is undiminished. Key findings in a🧵1/ carnegieendowment.org/2023/11/28/alt…

Josh Linville · @JLinvilleFert · Nov 28

Will be aiming for a Friday send out of the December #farmer #fertilizer newsletter. Aussie version and videos, hopefully monday.

What would you like me to hit on this month?

Market Talk · @markettalkag · Nov 28

Cattle rebounded on Tuesday after traders seemingly overdid it to the downside. We dive into what we should be looking for and expecting in this market along with thoughts in grains after a solid day higher in soybeans and wheat on Tuesday. Jacob Burks (@jacob1020) with… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 28

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Andrey Sizov · @sizov_andre · Nov 28

Russian #wheat crop to drop in 2024 – SovEcon

In our blog: blog.sizov.report/russian-wheat-…

#oatt #sizovreport #blacksea

Andrey Sizov · @sizov_andre · Nov 28

$dxy has been in free fall all of november.
and that was mostly ignored by ags.
what did change today?

#oatt twitter.com/jasonlbritt/st…

Jason Britt · @jasonlbritt · Nov 28

Seems somewhat important........#Dollar index on track for its first monthly decline since July and its biggest percentage fall since November 2022.

Andrey Sizov · @sizov_andre · Nov 28

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HL · @Lebcommodities · Nov 27

SovEcon analysts: Russian grain volume exports last week were 720,000 mt, down from 810,000 mt in the prior week. The weekly volume included 560,000 mt of wheat.

Andrey Sizov · @sizov_andre · Nov 28

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Andrey Sizov · @sizov_andre · Nov 27, 2022

A tip for wine connoisseurs out there pic.twitter.com/w0w72vAA3F

Karen Braun · @kannbwx · Nov 28

🇧🇷Data from #Brazil's space research agency shows that deforestation in the country's species-rich Cerrado ecoregion rose 3% from mid-2022 to mid-2023, the largest 12-month deforestation since 2015. Soy planting has expanded in some of these areas.
reuters.com/world/americas…

Andrey Sizov · @sizov_andre · Nov 28

#Wheat is showing some strength. Yesterday's low still holds despite the sell-off in #corn (by the way where are all those stories about the 0 safrinha crop next year? ))...

Not a bull, not a bear at this stage, but something around 5.5 could be a buy...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 28

Russian #wheat crop to drop in 2024 – SovEcon

In our blog: blog.sizov.report/russian-wheat-…

#oatt #sizovreport #blacksea

Andrey Sizov · @sizov_andre · Nov 28

EU #wheat exports are -18% YOY. The reasons are bigger Russian shipments and modest French sales...contrary to the previous year, with 300+ EUR prices, they are not rushing to sell now. Makes sense.

#oatt #sizovreport #blacksea

tks @ACOMRB

Andrey Sizov · @sizov_andre · Nov 28

EU #wheat exports are -18% YOY. The reasons are bigger Russian shipments and modest French sales...contrary to the previous year, with 300+ EUR/mt prices, they are not rushing to sell now at 220 EUR/mt. Makes sense.

#oatt #sizovreport #blacksea

tks @ACOMRB

Karen Braun · @kannbwx · Nov 28

USDA confirms the sale of 123,300 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · Nov 28

That escalated quickly. Weak grain exports could have been a trigger. ZWH lost 16 cents and hit a new contract low of 5.56...ZCH -7 cents + a new contract low of 4.73.

#China to the rescue?

#wheat #corn #sizovreport #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 27

#Wheat is pushing lower, the market is not impressed with recent #BlackSea storms (more: sizov.report/reports/21203).

Looks like we will at least test the March contract's low (5.68) and if it doesn't hold the lower channel trendline (~5.5)

Last Friday's wheat outlook for this… twitter.com/i/web/status/1… pic.twitter.com/w8mogzM1iV

Karen Braun · @kannbwx · Nov 27

🇺🇸Last U.S. Crop Progress report until April. #Corn is nearly harvested, #cotton is ahead of average, and winter #wheat conditions rose 2 pts to 50% good/excellent last week.

Andrey Sizov · @sizov_andre · Nov 27

Arlan Suderman · @ArlanFF101 · Nov 27

Here's how this year's late November winter #wheat ratings compare to past years vs eventual yields. #oatt

Andrey Sizov · @sizov_andre · Nov 27

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Karen Braun · @kannbwx · Nov 27

🇺🇸Last U.S. Crop Progress report until April. #Corn is nearly harvested, #cotton is ahead of average, and winter #wheat conditions rose 2 pts to 50% good/excellent last week. pic.twitter.com/c3w2t8IZ9S

Arlan Suderman · @ArlanFF101 · Nov 27

#oatt twitter.com/AgNewsDaily/st…

Ag News Daily Podcast 🎙 · @AgNewsDaily · Nov 27

#MarketMonday with @ArlanFF101 Chief Commodities Economist at StoneX
ow.ly/6I6c50QbKaC

Market Talk · @markettalkag · Nov 27

UGLY day in cattle on Monday plus new lows in corn and wheat seen to start the week. We talk markets with John Heinberg (@casheagle1) from @TotalFarmMktg! Plus, a look at weather in South America and more with Eric Snodgrass (@snodgrss) from @NutrienAgRetail and we get another… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Nov 27

Market reports indicate that China had previously bought 2 - 2.5 mmt of French #wheat for Dec - Mar shipment, but Matif prices fell today on chatter that China had requested delay until Mar shipment start, raising fears of softening demand in China. #oatt

Market Talk · @markettalkag · Nov 27

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Brevant seeds U.S. · @BrevantseedsUS · Nov 27

Brevant® seeds claim 4 of the top 5 spots. Yeah…we’re counting. bit.ly/3Rhq3DD pic.twitter.com/xjQQ0DNcJd

Karen Braun · @kannbwx · Nov 27

Nov. 27: CBOT March #corn futures hit a contract low of $4.73/bu. March 2024 corn is at the lowest levels for the time of year since late 2020 (2021 contract).

Andrey Sizov · @sizov_andre · Nov 27

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Karen Braun · @kannbwx · Nov 27

🇺🇸Pretty unimpressive volumes again for U.S. export inspections last week. 60% of inspected #soybeans were bound for #China. Most of the #corn was for Mexico. 281kt of #sorghum were inspected last week, mostly to China, looks like biggest weekly volume since early 2022. pic.twitter.com/xH8m5VlBxP

Arlan Suderman · @ArlanFF101 · Nov 27

Every growing season, someone wins the popularity contest on social media by calling for a drought. Sometimes those droughts happen; sometimes they don't. But rarely anymore is the impact as great as many want to believe, and therefore the price impact as well. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

Today's technology makes crops more resilient than they once were. Plus, it seems that intense droughts tend to be more regional in nature, and less widespread. The data tends to back that up in the Midwest. Therefore, good areas help offset losses of bad areas. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

I said in June that the risks were good that we could see a 180+ bushel per acre #corn yield this year due to El Nino. I was wrong. It's currently at 174.9. But there were plenty calling for yields well below this - even 2012 levels. They were wrong as well. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

The question is, are you focused on risk management. Making pricing decisions based on wrong forecasts for trend or higher yields this year would have generally fared better than making pricing decisions based on calls for a disastrous drought. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

We had record yields in the eastern Midwest, as well as some southern belt locations, to partially offset western losses. That's become more common in recent years. We also warned of soft demand due to expansion of production in South America, and that has happened. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

Similar principles apply for this year's adverse weather in Brazil. I don't know what the final #soybean crop size will be. It will likely be below trend on average, but will it be far enough below to justify rationing demand with higher prices? Probably not, but maybe #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

I've been doing this for more than four decades. I was one of the first to call for a sub-130 bpa #corn crop in 2012. But, I've learned not to get too caught up in emotions of a disaster. I'm wary of those who insist that they know it will be a disaster. Emotions lead to bad… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Nov 27

I spoke my conviction in June, and continued to be a target through the summer for my position, but I've learned not to argue until at least after the November report. It's of little value to argue until we know what's actually the end result. Then we can assess. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

Selling #corn in June now looks pretty smart. #Soybeans got a second chance from the Brazil weather scare, but June sales would have done well there as well. That's frequently the case. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

What I have little patience for is those who feel that they have to get personal in their disagreements, but that's the nature of social media. Civil discussion is becoming a thing of the past. It's especially satisfying when those who get personal end up being wrong in the end.… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 27

🇧🇷Planting of #soybeans in #Brazil was 74% complete as of Thursday, the slowest pace in 8 years and behind last year's 87%. Still, many groups think a record crop is possible.

Arlan Suderman · @ArlanFF101 · Nov 27

Marketing year to date #corn inspections fall short of the seasonal pace needed to hit USDA's target by 36 million bushels, versus being short by 26 million the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 30 million bushels, but that's down again from 42 million the previous week and rapidly falling. #oatt

Andrey Sizov · @sizov_andre · Nov 27

Friends will be friends...right till the end

Arlan Suderman · @ArlanFF101 · Nov 27

Marketing year to date #wheat export inspections fall short of the seasonal pace needed to hit USDA's target by 46 million bushels, versus being short by 47 million the previous week. #oatt

Karen Braun · @kannbwx · Nov 27

🇨🇳#China's hog futures plunged Monday (biggest daily decline since June) as farmers have sped up pig sales after months of low prices.

Andrey Sizov · @sizov_andre · Nov 27

....and we are 30+ lower from that high. That wick was only one of the reasons, of course.

#wheat #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 23

It's hard to be bullish #wheat with price action like we saw yesterday...that wick could be telling us that there is not much buying interest above ~5.8

#oatt #sizovreport pic.twitter.com/LBXgeyWMjE

Karen Braun · @kannbwx · Nov 27

USDA's U.S. export inspections data is delayed due to technical issues.

Arlan Suderman · @ArlanFF101 · Nov 27

Dec #corn & Chicago #wheat essentially fall to 3-year lows, while KC & Minn wheat hit new 2-year lows. #soybeans get some support from ongoing weather concerns in Brazil. #oatt

Karen Braun · @kannbwx · Nov 27

🇺🇸Pretty unimpressive volumes again for U.S. export inspections last week. 60% of inspected #soybeans were bound for #China. Most of the #corn was for Mexico. 281kt of #sorghum were inspected last week, mostly to China, looks like biggest weekly volume since early 2022.

Arlan Suderman · @ArlanFF101 · Nov 27

Export inspections for the week ending Nov. 23 (mln bu): #corn 16.0, grain sorghum 11.0, #soybeans 53.0, #wheat 10.2 #oatt

Arlan Suderman · @ArlanFF101 · Nov 27

Export inspections in the week ending Nov. 23 for shipment to China (mln bu): #corn 0.07, grain sorghum 11, #wheat 0.9 #oatt

Andrey Sizov · @sizov_andre · Nov 27

#Wheat is pushing lower, the market is not impressed with recent #BlackSea storms (more: sizov.report/reports/21203).

Looks like we will at least test the March contract's low (5.68) and if it doesn't hold the lower channel trendline (~5.5)

Last Friday's wheat outlook for this… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Nov 27

Continuing to hear the Chinese government taking steps to dictate moves in the #fertilizer market.

They continue to take steps to regulate what does/does not flow.

They were the world's largest #phosphate exporter. Are a major #urea exporter.

It makes a difference.

Andrey Sizov · @sizov_andre · Nov 27

#Corn and #soybeans under pressure amid rains in Brazil; #wheat flat...wonder what oats know??

#oatt

Andrey Sizov · @sizov_andre · Nov 27

#wheat

#oatt

Andrey Sizov · @sizov_andre · Nov 27

Pakistan recently became one of top destinations for RU #wheat twitter.com/ACOMRB/status/…

Rb · @ACOMRB · Nov 27

Trading Corporation of Pakistan (TCP) issued a tender to purchase 110,000mt of wheat
Closing date is Dec. 27. pic.twitter.com/VqqbztKctf

Andrey Sizov · @sizov_andre · Nov 27

Pakistan recently has become one of the top destinations for RU #wheat twitter.com/ACOMRB/status/…

Rb · @ACOMRB · Nov 27

Trading Corporation of Pakistan (TCP) issued a tender to purchase 110,000mt of wheat
Closing date is Dec. 27. pic.twitter.com/VqqbztKctf

Andrey Sizov · @sizov_andre · Nov 27

Pakistan has become one of the top destinations for RU #wheat recently

#oatt twitter.com/ACOMRB/status/…

Rb · @ACOMRB · Nov 27

Trading Corporation of Pakistan (TCP) issued a tender to purchase 110,000mt of wheat
Closing date is Dec. 27. pic.twitter.com/VqqbztKctf

Andrey Sizov · @sizov_andre · Nov 27

Russia: Monthly #grain exports and S&D update:

• Russian #wheat exports accelerate, sales increase
• Turkey and Egypt remained main destinations for Russian wheat; shipments to Pakistan rose sharply
• Wheat export forecast unchanged; other grains increased

More:… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Nov 27

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Eduardo Vanin · @EduardoVanin4 · Nov 27

Soybean trades reported out the US overnight. Rain reports in the central part of Brazil in the last 48 hours. Temps should rise again, and rain should again concentrate down the South for 7 days. Many reports of improving conditions for Northern states after the 7 last days of… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Nov 27

I'm not the biggest fan of snow, but it sure makes the Christmas lights look pretty!

Andrey Sizov · @sizov_andre · Nov 27

Run boy run
(In case you wonder it’s a Woodkid trek) twitter.com/bigfish3000/st…

Big Fish · @BigFish3000 · Nov 7

New Trump ad is 🔥 pic.twitter.com/gosboPYG0I

Josh Linville · @JLinvilleFert · Nov 25

I try to stick to the fert markets, but we are just wrapping up a celebration of life for a 19 year old.

WEAR YOUR SEATBELTS

Not only lost a friend, but now a 22 year old trucker has to live the rest of his life with the memory of what unfolded in front of him (no fault of his)

Andrey Sizov · @sizov_andre · Nov 25

twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 23

It's hard to be bullish #wheat with price action like we saw yesterday...that wick could be telling us that there is not much buying interest above ~5.8

#oatt #sizovreport pic.twitter.com/LBXgeyWMjE

farmbucks.com · @farmbuckscom · Nov 24

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Empire Weather · @empirewx · Nov 24

Needless to say, the projected mid/late December pattern change in Brazil will be important. Until then, it's more of the same - warmer and drier than normal in Mato Grosso and surrounding areas. More: empireweather.com/sa/ #brazil #soybeans pic.twitter.com/QhgMqeDLAR

Market Talk · @markettalkag · Nov 24

Well that turned into a pretty ugly trading session on Friday with plenty of low-volume action in grains and livestock. Jesse Allen has a look at the closing markets and analysis from Friday before we sit down and have a big picture market conversation with Chad Hart from… twitter.com/i/web/status/1…

farmbucks.com · @farmbuckscom · Nov 24

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Darin D. Fessler ✝️ · @DDFalpha · Nov 24

Latest 7d Euro & GFS runs have continued to trend drier. Numerous firms are starting the reduce production ests & rightfully so given recent events especially in Mato Grosso. Dec price action could be very interesting. #soybeans 🌱 #Brazil 🇧🇷

My production est today is 155MMT… twitter.com/i/web/status/1… pic.twitter.com/EzwoDxPvK9

Andrey Sizov · @sizov_andre · Nov 24

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Andrey Sizov · @sizov_andre · Nov 24

🦃 Black Friday deal: get 2 extra months with your first subscription TODAY twitter.com/sizov_andre/st…

Karen Braun · @kannbwx · Nov 24

🇺🇸About half of last week's U.S. #corn sales were to Mexico, #China had 1 corn cargo switched from unknown. China bought 757kt #soybeans (447kt switched). Sales for all commodities landed within the expected ranges last week.

Andrey Sizov · @sizov_andre · Nov 24

#wheat

Arlan Suderman · @ArlanFF101 · Nov 24

Export sales for the week ending Nov.16 (mln bu): #corn 56.4, grain sorghum 5.5, #soybeans 35.3 current-crop & 0.3 next-year's crop; #wheat 6.3 old- & 0.9 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Nov 24

Mexico was the featured buyer of US #corn in the week ending Nov. 16 at a net 27.4 million bushels. China was credited with a cargo, but it was merely switching that cargo from previous sales to "unknown destinations." #oatt

Andrey Sizov · @sizov_andre · Nov 24

🦃 Black Friday deal: get 2 extra months with your first subscription TODAY twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 23

🦃 Black Friday deal: get 2 extra months with your first sizov.report subscription this week

Get the offer: DM / andre@sovecon.com

More info: mailchi.mp/sovecon/russia…] pic.twitter.com/zAe8L2Hgxw

Arlan Suderman · @ArlanFF101 · Nov 24

China was the featured buyer of US #soybeans in the week ending Nov. 16 at a net 27.8 million bushels, but 16.4 million of that was a switch from previous sales to "unknown destinations." #oatt

Andrey Sizov · @sizov_andre · Nov 24

SovEcon: Russian domestic #wheat market bottomed out. Another issue for traders that could be limiting exports in the near term in addition to worsening weather in the Black Sea

In our blog: blog.sizov.report/sovecon-russia…

#oatt

Karen Braun · @kannbwx · Nov 24

USDA confirms the following export sales of U.S. #soybeans for delivery in 2023/24:
▪️129,000 tonnes to #China
▪️323,400 tonnes to unknown

Andrey Sizov · @sizov_andre · Nov 24

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Andrey Sizov · @sizov_andre · Nov 24

@GoddessofGrain Farmers are not happy with prices often.
True.
But.
I think there could be a specific case for #wheat farmers.
I feel that wheat prices could indeed be too low globally compared to #corn and #soybeans.
Wheat prices are not properly reflecting the fact that its yield increase in… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 24

Check the comments

#wheat #oatt twitter.com/bleating_lamb/…

Paul Davey 🚜🌾🍄🐑🚛🏴󠁧󠁢󠁥󠁮󠁧󠁿🏉 · @bleating_lamb · Nov 24

I suspect the lack of interest in buying it may soon become a lack of interest in growing it… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 24

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Andrey Sizov · @sizov_andre · Nov 23

It's hard to be bullish #wheat with price action like we saw yesterday...that wick could be telling us that there is not much buying interest above ~5.8

#oatt #sizovreport pic.twitter.com/LBXgeyWMjE

Karen Braun · @kannbwx · Nov 23

Happy Thanksgiving Twitter friends! 🦃 I am grateful to have turkey trotted this morning, my longest run since April. It's been a tough year with some injuries, but I'm on the mend and even ran much faster than planned. 27:23, five min slower than last year but it's a victory! 🥂

Andrey Sizov · @sizov_andre · Nov 23

Retweeted...

Andrey Sizov · @sizov_andre · Nov 23

🦃 Black Friday deal: get 2 extra months with your first sizov.report subscription this week

Get the offer: DM / andre@sovecon.com

More info: mailchi.mp/sovecon/russia…] pic.twitter.com/zAe8L2Hgxw

Andrey Sizov · @sizov_andre · Nov 23

Is senor #Milei showing what he's going to do to Argy ag export taxes?

#corn #soybeans #wheat #beef

Andrey Sizov · @sizov_andre · Nov 23

Is senor #Milei showing us what he's going to do to Argy ag export taxes?

#corn #soybeans #wheat #beef

Andrey Sizov · @sizov_andre · Nov 23

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Andrey Sizov · @sizov_andre · Nov 22

Can anyone share a link to / a file with historical CBOT #wheat VSR calc data? (andre@sovecon.com or DM)

Thank you pic.twitter.com/NhR4dIoiCm

Andrey Sizov · @sizov_andre · Nov 23

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AMIS · @AMISoutlook · Nov 23

The appreciation of the ruble against the dollar is limiting export opportunities for Russian exporters, leading to less pressure from the Russian cash market on wheat futures prices. twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 23

It's hard to be bullish #wheat with price action like we saw yesterday...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 23

It's hard to be bullish #wheat with price action like we saw yesterday...that wick could be telling us that there is not much buying interest above ~5.8

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 23

🦃 Black Friday deal: get 2 extra months with your first sizov.report subscription this week

Get the offer: DM / andre@sovecon.com

More info: mailchi.mp/sovecon/russia…]

Andrey Sizov · @sizov_andre · Nov 23

Retweeted...

Andrey Sizov · @sizov_andre · Nov 22

China is not bad at picking #wheat bottoms. (Flash sales = yesterday's transactions).

#oatt #sizovreport pic.twitter.com/MRON23ymAG

Market Talk · @markettalkag · Nov 23

Great episode as we head into Thanksgiving with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics as we discuss soybeans sliding lower into the holiday, December options expiration, livestock markets and much more. #OATT #commodities #markets #agnews
markettalkag.com/2023/11/22/wed…

Andrey Sizov · @sizov_andre · Nov 22

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Andrey Sizov · @sizov_andre · Nov 22

Beijing is systematically buying the dip in SRW...last time we had some flash sales, #wheat also shortly dropped to $5.4-5.5.

Private exporters reported the following sales activity:
110,000 metric tons of soft red winter wheat for delivery to China during the 2023/2024… twitter.com/i/web/status/1… pic.twitter.com/1dbMYrqOr4

Arlan Suderman · @ArlanFF101 · Nov 22

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Susan Littlefield · @firefighter89 · Nov 22

The Wednesday @ChannelSeed @FontanelleSeed #FinalBell #Podcast with @ArlanFF101 with @StoneX_Official 🎙️ p.ftur.io/krvnam/24574

Josh Linville · @JLinvilleFert · Nov 22

Christmas came early!

The first 2 batches were so good/popular, had to get another 2 batches made!!!

Josh Linville · @JLinvilleFert · Nov 22

Today, the NOLA #urea/Dec '24 #corn ratio sits at just over 58. On this graph, the lower the better.

Now, inland values are not going to look the same. Basis is wide due to river/rail/truck issues. That said, it is well worth conversations with your retailer/supplier.

Andrey Sizov · @sizov_andre · Nov 22

No need for actual cuts / rise in output...just cancel or confirm the OPEC+ meetings to move the market twitter.com/ftcommodities/…

FT Commodities · @ftcommodities · Nov 22

Oil slumps 5% as Opec+ postpones meeting on.ft.com/3urCBzv

Arlan Suderman · @ArlanFF101 · Nov 22

The #soybean market is more subdued this AM after a couple different private sources suggested record Brazil production this year. StoneX Brazil will release its next customer survey results Dec. 1st. #oatt

Arlan Suderman · @ArlanFF101 · Nov 22

#soybeans #oatt twitter.com/_YoSoyMac/stat…

Mac Marshall · @_YoSoyMac · Nov 22

There are many things to be thankful for as we celebrate #Thanksgiving. When it comes to the classic holiday meal, you can thank @USSoy and farmers for many of the iconic dishes. I explain in this video. vimeo.com/spotmpg/review… pic.twitter.com/DmLuNeRpZQ

Arlan Suderman · @ArlanFF101 · Nov 22

Like in the States, Brazil farmers with good conditions are not posting on social media, while those with dying crops are. #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 22

It's important to remember that it's not totally dry in Center-West Brazil, just very uneven in rainfall distribution. One place may have been dry with no rain the past 30+ days, while 10 miles away they may have received 4-5" of rain. #soybeans #oatt

Karen Braun · @kannbwx · Nov 22

🇧🇷Agroconsult pegs #Brazil's #soybeans at a record 161.6 mmt, above last year's 159.7 mmt crop. That is largely due to a 2.9% increase in planted area and much improved yields in the far south, which are expected to offset some losses in the center-west.

Arlan Suderman · @ArlanFF101 · Nov 22

It's interesting to note from today's consumer sentiment index data a rising fear that we will see inflation pressures return in the month's ahead, leading to a lower overall score in today's report.

Andrey Sizov · @sizov_andre · Nov 22

China is not bad at picking #wheat bottoms

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 22

China is not bad at picking #wheat bottoms. (Flash sales = yesterday transactions).

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 22

China is not bad at picking #wheat bottoms. (Flash sales = yesterday's transactions).

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 22

France is getting dry, and winter #wheat planting is likely to speed up. It was lagging badly earlier on abundant rains...(10 days ago, only 71% of the area was seeded, -25 p.p. YOY).

Germany is still very wet, what's happening there with winter planting?

#oatt #agwx

Andrey Sizov · @sizov_andre · Nov 22

Can anyone share a link to / a file with historical CBOT #wheat VSR calc data? (andre@sovecon.com or DM)

Thank you

Andrey Sizov · @sizov_andre · Nov 22

Beijing is systematically buying the dip in SRW...last time we had some flash sales, #wheat also shortly dropped to $5.4-5.5.

Private exporters reported the following sales activity:
110,000 metric tons of soft red winter wheat for delivery to China during the 2023/2024… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 22

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️110,000 tonnes of soft red winter #wheat to #China
▪️128,000 tonnes of #corn to unknown destinations

Andrey Sizov · @sizov_andre · Nov 22

#Wheat is moving higher, testing two trendlines and approaching 20DMA...the Odesa port attack yesterday triggered some short-covering.

More: sizov.report

#oatt #grain #blacksea

Andrey Sizov · @sizov_andre · Nov 22

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Andrey Sizov · @sizov_andre · Nov 21

#Wheat is down again because of huge Russian exports? If your advisor / broker keeps telling you that, get a new one...

#USDRUB is dropping fast thanks to capital controls....one of the problems wheat exporters need to deal with. Margins were huge just recently, but not anymore,… twitter.com/i/web/status/1… pic.twitter.com/byLDewA6AP

Andrey Sizov · @sizov_andre · Nov 22

#Wheat is moving higher, testing two trendlines and approaching 20DMA...Odesa port attack yesterday triggered some short-covering.

More: sizov.report

#oatt #grain #blacksea

Andrey Sizov · @sizov_andre · Nov 22

Here's the #wheat spike we've been talking about, but I wouldn't be carried away...

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 17

Your biggest weekly achievement, #wheat?
Well...I did hold October low, right?
ZWZ3 -24 cents this week (so far) 🙈🙈🙈

Still a chance for a (small) spike?

#oatt pic.twitter.com/WSR5HjYFg3

Andrey Sizov · @sizov_andre · Nov 22

#soybeans twitter.com/PHDChicago/sta…

Pedro H Dejneka · @PHDChicago · Nov 22

Brazil #soybeans

𝘼𝙨 𝙖 𝙨𝙣𝙖𝙥𝙨𝙝𝙤𝙩 𝙤𝙛 𝙏𝙊𝘿𝘼𝙔’𝙨 𝙘𝙤𝙣𝙙𝙞𝙩𝙞𝙤𝙣𝙨
I agree w/ the 44%, likely closer to middle of 150-160 range

The Wx pattern 𝙨𝙚𝙚𝙢𝙨 𝙩𝙤 have changed w/ arrival of better moisture in the Cerrado

Forecasts are favorable, *but must verify* pic.twitter.com/VWES6wgXFc

Andrey Sizov · @sizov_andre · Nov 21

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Andrey Sizov · @sizov_andre · Nov 21

Russian missile(s) hit #Odesa port. #Wheat +1.5% (for now).

A commentary on the attack is in your inbox if you are a sizov.report subscriber

#oatt #blacksea pic.twitter.com/bzZzcvqa0r

Market Talk · @markettalkag · Nov 21

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Brevant seeds U.S. · @BrevantseedsUS · Nov 21

This win feels twice as nice. bit.ly/3MSNUqT pic.twitter.com/RYKI7hTM0B

Market Talk · @markettalkag · Nov 21

On today's program, we discuss risk management during a holiday week, December options expiration coming up on Friday and much more. Tyler Schau with @AgMarket_Net joins us for a conversation.
markettalkag.com/2023/11/21/tue…

farmbucks.com · @farmbuckscom · Nov 21

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Darin D. Fessler ✝️ · @DDFalpha · Nov 21

Lets assume given weather experienced already in Brazil we downgrade the crop 20MMT from USDA est of 163MMT, lets calculate for weather in Argentina (if it should happen) & downgrade that crop 5MMT to 43MMT. Lets also assume production declines in Paraguay of 2MMT, & Uruguay… twitter.com/i/web/status/1… pic.twitter.com/NxbUbWhyZF

farmbucks.com · @farmbuckscom · Nov 21

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Chuck_Penner · @LeftFieldCR · Nov 20

It's been a long time since China imported no canola from Canada. Yoink! pic.twitter.com/FCjRbuyRrZ

farmbucks.com · @farmbuckscom · Nov 21

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Andrey Sizov · @sizov_andre · Nov 21

Russian missile(s) hit #Odesa port. #Wheat +1.5% (for now).

A commentary on the attack is in your inbox if you are a sizov.report subscriber

#oatt #blacksea pic.twitter.com/bzZzcvqa0r

Andrey Sizov · @sizov_andre · Nov 21

Russian missile(s) hit #Odesa port.

#wheat

A commentary on attack is in your inbox if you are sizov.report subscriber

#oatt #blacksea

Andrey Sizov · @sizov_andre · Nov 21

Russian missile(s) hit #Odesa port. #Wheat +1.5% (for now).

A commentary on the attack is in your inbox if you are sizov.report subscriber

#oatt #blacksea

Andrey Sizov · @sizov_andre · Nov 21

Russian missile(s) hit #Odesa port. #Wheat +1.5% (for now).

A commentary on the attack is in your inbox if you are a sizov.report subscriber

#oatt #blacksea

Andrey Sizov · @sizov_andre · Nov 21

Despite all the Brazilian doom and gloom #soybeans still can't properly break above that August downtrend...

#oatt #agwx

Andrey Sizov · @sizov_andre · Nov 21

#Wheat is down again because of huge Russian exports? If your advisor / broker keeps telling you that, get a new one...

#USDRUB is dropping fast thanks to capital controls....one of the problems wheat exporters need to deal with. Margins were huge just recently, but not anymore,… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 21

🇨🇳#China is launching a series of pilot projects to spur domestic production and consumption of biodiesel, made from feedstocks like palm oil and used cooking oil (UCO). However, there are no blending mandates in place yet.
reuters.com/sustainability…

Andrey Sizov · @sizov_andre · Nov 21

US Argentina ETF $ARGT +12% after #Milei victory and the country's largest public ag firm Adecoagro ( $AGRO ) +10%.

#oatt

Andrey Sizov · @sizov_andre · Nov 21

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Jeremey Frost · @FearlessGrain · Nov 21

It looks to me like wheat will make another new low in the next day or two before trapping the bears once and for all . It will be a long winter for those shorts. twitter.com/sizov_andre/st…

Josh Linville · @JLinvilleFert · Nov 20

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IowaAgRadioNetwork · @IowaAgRadio · Nov 20

In today's episode of Ag Matters PM, brought to you by @IowaSoybeans and the soy checkoff: @mAGnuson_IARN is joined by @JLinvilleFert of @StoneX_Official, Robin Schmahl of @AgMarket_Net has our Ag Market Recap, and we check the wx.

Watch here: youtu.be/HV-RKXbtZY0

Josh Linville · @JLinvilleFert · Nov 20

NOLA physical #urea values have fallen sub-$300 for the first time since early July.

The pounding question remains: when will demand step forward globally?

Buyers continue to wait, anticipating lower numbers still. However, when one steps forward...watch the rush.

Karen Braun · @kannbwx · Nov 20

🇧🇷When considering #Brazil's weather needs, keep in mind how the crops are distributed and what areas matter. These maps should help:
▪️#Soybeans
▪️1st #Corn
▪️2nd Corn
▪️#Cotton

Karen Braun · @kannbwx · Nov 20

🇺🇸U.S. harvest is wrapping up at a normal/slightly quicker than normal pace. Winter #wheat ratings rose 1 pt on the week to 48% good/excellent. 33% of wheat in top grower Kansas is considered good/exc vs 31% last week, 32% is poor/very poor.

Market Talk · @markettalkag · Nov 20

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John Heinberg · @casheagle1 · Nov 20

USDA confirms the sale of 104,000 tonnes of U.S. #corn for delivery to Mexico in 2023/24.

Market Talk · @markettalkag · Nov 20

On Monday's Market Talk, we recap the strong day in soybeans and discuss potential volatility during a holiday week with John Heinberg (@casheagle1) from @TotalFarmMktg. We also get an update on the U.S. weather forecast and rain potential in Brazil with Eric Snodgrass… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Nov 20

Stay up to date with the latest in ag by signing up for our newsletter!

americanagnetwork.aweb.page/p/de7f9e5a-078…

Karen Braun · @kannbwx · Nov 20

🇨🇳#China imported significantly more bulk commodities this October versus last October with the exception of #wheat. But YTD wheat and #barley imports are well above year-ago levels, while #corn and #pork are slightly below. YTD #soybeans are record high.

Andrey Sizov · @sizov_andre · Nov 20

Russian&Global #grain market weekly, Nov 13-17, 2023

* #Wheat sharply lower; Brazilian weather bearish grains, Black Sea calm
* Weekly shipments remain modest
* Ruble wheat market flat
* Weather improves further for winter wheat

More: sizov.report/reports/21093/…

#oatt #blacksea… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 20

Argentine farmers: Milei victory an opportunity for 'radical change' for #grains sector

#oatt

reuters.com/markets/commod…

Andrey Sizov · @sizov_andre · Nov 20

Russian & Global #grain market weekly, Nov 13-17, 2023

* #Wheat sharply lower; Brazilian weather bearish grains, Black Sea calm
* Weekly shipments remain modest
* Ruble wheat market flat
* Weather improves further for winter wheat

More: sizov.report/reports/21093/…

#oatt #blacksea… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 20

🇧🇷#Soybeans in #Brazil were 68% planted as of Thursday, up 7 points on the week and the slowest for the date in 4 years. Last year 80% was sown by the same time.

Andrey Sizov · @sizov_andre · Nov 20

Retweeted...

Claudio Gianni · @ClaudioGianni · Nov 18

Sensible mejora en la zona núcleo triguera de Rusia, y vienen más lluvias en camino... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 20

#wheat

Karen Braun · @kannbwx · Nov 20

🇺🇸U.S. export inspections for last week come in within expectations. About 1 mmt of #soybeans were inspected for #China (split evenly between Gulf and PNW), and 1 #corn cargo was inspected for China at PNW. The previous week's bean number was raised about 275kt.

Karen Braun · @kannbwx · Nov 20

🇨🇳#China's state media said on Monday that its sow herd was still larger than needed as of last month, pressuring prices. The ag ministry plans to introduce policies that will promote "reasonable" production capacity.

Andrey Sizov · @sizov_andre · Nov 20

Doubt all the radical things (i e Central Bank abolition) will be implemented by #Milei. Still, among other things, we are likely to see deregulation of the Argentinian ag, supported by Macri (who tried to do the same in the past)....bearish #wheat / #corn / #soybeans long term?… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 20

The Russian domestic #wheat market is bottoming out in rubles and higher in USD terms already, thanks to the rapid appreciation of the ruble recently. Not easy to speed up the shipments with such FX dynamics.

One of the reasons we think that the market (and USDA) could be… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 20

USDA confirms the sale of 104,000 tonnes of U.S. #corn for delivery to Mexico in 2023/24.

Andrey Sizov · @sizov_andre · Nov 20

Friday #COT: small declines in #corn and #wheat shorts + noticeable increase in #soybeans longs. S.American weather remains the key driver.

Thanks @Ole_S_Hansen

#oatt

Arlan Suderman · @ArlanFF101 · Nov 20

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Susan Littlefield · @firefighter89 · Nov 18

World Fertilizer Weighs in 11|18|23 @NESoybeanBoard Weekly Market Roundup with @ArlanFF101 & @JLinvilleFert with @StoneX_Official 🎙️▶️... youtu.be/ds4kZrMh4c4?si… via @YouTube

Josh Linville · @JLinvilleFert · Nov 20

If you have kids that drive or are going to soon, talk to them about safe driving and wearing a seat belt.

The oldest lost a friend last night.

Not how thanksgiving week is supposed to kick off...

Josh Linville · @JLinvilleFert · Nov 20

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Market Talk · @markettalkag · Nov 19

We had a very busy program on Friday as we wrapped up @NAFB Convention. We talked markets with @ArlanFF101, @JLinvilleFert and Mike Castle from @StoneX_Official. We also talked with Cole Stock from @westerngrainmkt and Lance Ruppert from @GROWMARK @GrowmarkFS… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 20

Libertarian outsider Javier Milei has won #Argentina's presidential election, which is likely to have an impact on markets since he has proposed economic shock therapy to deal with inflation (such as shutting central bank, ditching peso, slashing spending, etc). twitter.com/kannbwx/status…

Karen Braun · @kannbwx · Nov 19

🇦🇷#Argentina is voting in a tight presidential runoff race on Sunday, and the result is sure to shake up its economic landscape. That includes possible implications for agricultural trade.
reuters.com/world/americas…

Andrey Sizov · @sizov_andre · Nov 19

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Andrey Sizov · @sizov_andre · Nov 17

The weather set-up keeps improving for #blacksea winter wheat....Russian wheat in the South has been too dry for weeks, not anymore, and more precipitation is on the way.

The first 2024 Russian wheat crop forecast is to be released today for sizov.report subscribers.… twitter.com/i/web/status/1… pic.twitter.com/lyLtd9t8NG

Andrey Sizov · @sizov_andre · Nov 19

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Andrey Sizov · @sizov_andre · Nov 17

Your biggest weekly achievement, #wheat?
Well...I did hold October low, right?
ZWZ3 -24 cents this week (so far) 🙈🙈🙈

Still a chance for a (small) spike?

#oatt pic.twitter.com/WSR5HjYFg3

Market Talk · @markettalkag · Nov 19

We had a very busy program on Friday as we wrapped up @NAFB Convention. We talked markets with @ArlanFF101, @JLinvilleFert and Mike Castle from @StoneX_Official. We also talked with Cole Stock from @westerngrainmkt and Lance Ruppert from @GROWMARK @GrowmarkFS… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Nov 19

🇦🇷#Argentina is voting in a tight presidential runoff race on Sunday, and the result is sure to shake up its economic landscape. That includes possible implications for agricultural trade.
reuters.com/world/americas…

Josh Linville · @JLinvilleFert · Nov 18

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Susan Littlefield · @firefighter89 · Nov 18

World Fertilizer Weighs in 11|18|23 @NESoybeanBoard Weekly Market Roundup with @ArlanFF101 & @JLinvilleFert with @StoneX_Official 🎙️▶️... youtu.be/ds4kZrMh4c4?si… via @YouTube

farmbucks.com · @farmbuckscom · Nov 18

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Chuck_Penner · @LeftFieldCR · Nov 18

Just a reminder how global canola & rapeseed exports depend on just three countries. pic.twitter.com/aQS8wBScxZ

farmbucks.com · @farmbuckscom · Nov 18

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Chuck_Penner · @LeftFieldCR · Nov 18

Another canola fun fact. Every year since StatsCan started using model-based production estimates, the farmer survey (Dec result) showed a smaller crop.

But in every one of the last 10 years, production had to be revised higher later to adjust for crush & export use.

Hmmmm pic.twitter.com/6Egc9DOn4B

Karen Braun · @kannbwx · Nov 17

Here's the situation with open interest in CBOT #soymeal futures and options as of November 14 (hint: recently surged to a big record).

Karen Braun · @kannbwx · Nov 17

Funds bought a little bit of Minneapolis #wheat in the week ended Nov. 14, but their massive, near-record short remains. Funds' net short in Kansas City wheat is the biggest ever for the date and among the largest all-time. K.C. futures hit 2+ year lows on Friday.

Arlan Suderman · @ArlanFF101 · Nov 17

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Jolene Neuhauser · @JoleNeuhauser · Nov 17

A packed Friday! @delossjahnke shares conversations from @NAFB #TradeTalk #NAFB23. Bill Tierney @AgResource, Stephen Nicholson @raboresearch & @ArlanFF101 @StoneX_Official. @JTatRFDRadio concludes w/weather from @ILClimatologist. @FarmWeekNow. spreaker.com/episode/576914…

Karen Braun · @kannbwx · Nov 17

A vessel carrying #wheat was lightly damaged in the Black Sea on Thursday, likely due to a floating sea mine, though it appears to be underway again. Refinitiv flows data suggests this OverPanamax bulker is delivering 65kt of wheat from #Ukraine to Indonesia.

Karen Braun · @kannbwx · Nov 17

🇧🇷Some farmers in Mato Grosso, #Brazil are abandoning #soybeans for #cotton due to the extended dry conditions in the state.

Andrey Sizov · @sizov_andre · Nov 17

This does look like a lot of rain for Brazilian #soybeans...
The week after is predicted to be rdier though

#oatt #agwx

Andrey Sizov · @sizov_andre · Nov 17

This does look like a lot of rain for Brazilian #soybeans...
The week after is predicted to be drier though

#oatt #agwx

Karen Braun · @kannbwx · Nov 17

🇺🇸U.S. #soymeal export sales are pretty tight seasonally, and as of Nov. 9, total 23/24 sales were 2nd highest for the date after 14/15.
▪️5.95 mmt sold as of Nov. 9, some 43% of USDA's full-year 23/24 export target. Recent 5yr avg for the date is 39% with a high of 42% in 2018.

Andrey Sizov · @sizov_andre · Nov 17

Your biggest weekly achievement, #wheat?
Well...I did hold October low, right?
-24 cents this week (so far) 🙈🙈🙈

Still a chance for a (small) spike?

#oatt

Andrey Sizov · @sizov_andre · Nov 17

Your biggest weekly achievement, #wheat?
Well...I did hold October low, right?
ZWZ3 -24 cents this week (so far) 🙈🙈🙈

Still a chance for a (small) spike?

#oatt

Josh Linville · @JLinvilleFert · Nov 17

Big opportunity on #urea.

Today, NOLA urea barges traded at $300 and Dec '24 #corn sits at $5.12/bushel. That ratio is around 58.5...very well in the value zone.

Your inland numbers will look different. Go have a conversation with your retailer and see how it looks at home.

Andrey Sizov · @sizov_andre · Nov 17

The weather set-up keeps improving for #blacksea winter wheat....Russian wheat in the South has been too dry for weeks, not anymore, and more precipitation is on the way.

The first 2024 Russian wheat crop forecast is to be released today for sizov.report subscribers.… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 17

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Romeu Gusatti Filho · @RomeuGusatti · Nov 16

Rains reported in some areas in Sorriso, Nova Ubirata, Vera and Lucas do Rio verde. But unfortunately, a lot of area, such as mine, do not recieve anything
#soybeans #Brazil

Arlan Suderman · @ArlanFF101 · Nov 17

The plateauing effect of Chinese soybean demand as population shrinks, pork consumption slows, and soymeal inclusion rates drop. #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 17

U.S. loses #soybean export market share to South America, while investing in more domestic demand. #oatt

Arlan Suderman · @ArlanFF101 · Nov 17

Chinese #soybean imports year-to-date are near 84 mmt, up nearly 15% from previous year, but crush is at 81.5 mmt, up 8.2% on the year. Roughly half of 4th quarter shipments into China coming from South America, primarily Brazil. #oatt

Arlan Suderman · @ArlanFF101 · Nov 17

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Susan Littlefield · @firefighter89 · Nov 17

The Thursday @ChannelSeed @FontanelleSeed #FinalBell #Podcast with @ArlanFF101 with @StoneX_Official 🎙️ p.ftur.io/krvnam/24498

Andrey Sizov · @sizov_andre · Nov 17

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Andrey Sizov · @sizov_andre · Nov 16

#wheat
#oatt pic.twitter.com/OiCw9NtA4t

Market Talk · @markettalkag · Nov 16

Busy show today from @NAFB Convention in KC; we talk with Lars Dyrud from @EarthOptics, Stephen Nicholson from @Rabobank, Bryan Doherty from @TotalFarmMktg and Clay Creighton from @AgoroCarbonUS on today's program!
markettalkag.com/2023/11/16/thu…

Karen Braun · @kannbwx · Nov 16

🇦🇷#Argentina's #wheat crop is downgraded again after being hit by frost (and after a very dry season). #Corn area was trimmed but area for #soybeans was raised based on the recent return of rains.

Market Talk · @markettalkag · Nov 16

Tune into today’s Market Talk episode to hear an interview with Caleb Quinlan at @BrevantseedsUS from the @NAFB 80th annual convention.
#nafb #nafb2023 #brevant #cortevaus

Andrey Sizov · @sizov_andre · Nov 16

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AMIS · @AMISoutlook · Nov 16

Russian #grain market to bottom out in coming weeks according to Sovecon. Russian #wheat prices may reverse after a three-month decline amid higher demand and lower supply. twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 16

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Andrey Sizov · @sizov_andre · Nov 15

In our blog: Russian #grain market to bottom out in coming weeks

blog.sizov.report/sovecon-foreca…

#wheat #oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Nov 16

All that sell-off in ags....could it be a broad liquidation in all commodities (crude 🙈🙈) because the war with inflation is officially over?

#oatt #oott

Andrey Sizov · @sizov_andre · Nov 16

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Mylton Casaroli Neto · @mylton_neto · Nov 16

Com aumento nas vendas para exportação e diminuição do farm selling, #trigo russo pode marcar um fundo de preços.

No entanto, a recente melhora na produtividade do trigo australiano e as altas nos prêmios dos portos PNW pode não dar segurança para o mercado apostar numa alta.… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 16

#soybeans twitter.com/QTweather/stat…

Allen Motew · @QTweather · Nov 16

Thursday morning and for the next 7 days. pic.twitter.com/3jIEjwrUoW

Market Talk · @markettalkag · Nov 16

Market Talk host @jesseallenag and Lori Hallowell with @cortevaus @pioneerseeds were able to catch up and share some laughs today at day 2 of the @nafb 80th annual convention! Always love seeing you, Lori!

Karen Braun · @kannbwx · Nov 16

🇺🇸Export sales of U.S. #soybeans for 2023/24 are still behind other recent years after last week's record sales volume. But that's okay: 59% of USDA's export target is now covered versus a 5yr avg for the date of 60%. Basically right on pace.

Andrey Sizov · @sizov_andre · Nov 16

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Karen Braun · @kannbwx · Nov 16

🇺🇸An all-time weekly sales record for U.S. #soybeans last week at 3.918 mmt (144 mbu). #China had 67%, unknown 18%. #Corn sales were stronger than all expectations at 1.81 mmt (71 mbu). #Mexico had 59%, #Japan 29%. pic.twitter.com/DOgNvXV995

Andrey Sizov · @sizov_andre · Nov 16

Blinken's reaction to Biden calling Xi a "dictator" (again)

#soybeans #corn #oatt

Josh Linville · @JLinvilleFert · Nov 16

Sorry I didn't send this update out yesterday.

Reports that Yara will be shutting down their #nitrogen plant in Italy due to "economic reasons".

Does this shut down fundamentally change the global S&D? No.

Could this be a precursor to more coming? Yes. That's the fear.

Arlan Suderman · @ArlanFF101 · Nov 16

Marketing year to date #corn export sales fall short of the seasonal pace needed to hit USDA's target by 10 million bushels, versus a shortfall of 48 million the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Nov 16

Marketing year to date #soybean export sales to date fall short of the seasonal pace needed to hit USDA's target by 51 million bushels, down from a shortfall of 160 million a week ago due to this morning's big weekly sales total of 144 mln bu. #oatt

Arlan Suderman · @ArlanFF101 · Nov 16

Export sales for the week ending Nov. 9 (mln bu): #corn 71.2, grain sorghum 3.0, #soybeans 144, #wheat 6.5 #oatt

Arlan Suderman · @ArlanFF101 · Nov 16

Mexico was the featured buyer of US #corn in the week ending Nov. 9 at 41.8 million bushels #oatt

Karen Braun · @kannbwx · Nov 16

🇺🇸An all-time weekly sales record for U.S. #soybeans last week at 3.918 mmt (144 mbu). #China had 67%, unknown 18%. #Corn sales were stronger than all expectations at 1.81 mmt (71 mbu). #Mexico had 59%, #Japan 29%.

Arlan Suderman · @ArlanFF101 · Nov 16

China was the featured buyer of US #soybeans in the week ending Nov. 9 as expected at a net 96.1 million bushels, which was widely reported at the time of these purchases largely by Chinese state-owned companies. #oatt

Karen Braun · @kannbwx · Nov 16

USDA confirms the sale of 220,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · Nov 16

Magic doesn't work anymore, #wheat dropped below all those uptrend lines so easily...also the case for March contract as well (((. Where do I file a complaint @cer_hedge?

(There is a chance we can get a bounce during the next few sessions - could be an opportunity to leave this… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 16

#wheat
#oatt

Andrey Sizov · @sizov_andre · Nov 16

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Matt Stankowicz · @MStankowicz · Nov 15

both still suck. twitter.com/MStankowicz/st…

Andrey Sizov · @sizov_andre · Nov 16

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Last Call · @LastCallCNBC · Nov 16

"After today, would you still refer to President Xi as a dictator?" asks a reporter.

"Look, he is. He's a dictator in the sense that he's a guy who runs a country that is a communist country that's based on a form of government totally different than ours," says Pres. Biden. pic.twitter.com/JjZeGBNcU2

Josh Linville · @JLinvilleFert · Nov 16

The youngest had a good meet this evening.

Won his first match on points and then followed it up with his first ever pin on the 2nd.

Big boy strategy: get them on the ground and then lay on them until they give up!!!!

Andrey Sizov · @sizov_andre · Nov 16

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Andrey Sizov · @sizov_andre · Nov 15

#wheat #oatt pic.twitter.com/H1qsaUQSp0

Andrey Sizov · @sizov_andre · Nov 16

Biden Xi 🥰🥰🥰

#soybeans #corn #bonds #oatt #baba

reuters.com/world/biden-xi…

Market Talk · @markettalkag · Nov 15

Day one of @nafb’s 80th annual convention. Market Talk host @jesseallenag is moderating a panel with Tom Grisafi from @AgBullMedia , Don Roose with US Commodities, and @ZEUSHOYO with Global Commodity Analytics and Consulting.

Market Talk · @markettalkag · Nov 15

Great show today from day one of @NAFB Convention; we start by having a conversation with Tommy Grisafi (@AgBullMedia) from @trust_ati and follow that up with a conversation with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics. #OATT #commodities
markettalkag.com/2023/11/15/wed…

Karen Braun · @kannbwx · Nov 15

🇺🇸NOPA U.S. Crush, October 2023:
▪️189.774 mln bu of #soybeans
▪️All-time high for any month
▪️Above trade guess of 187.237 mbu
▪️+2.9% YOY
▪️#Soyoil stocks 1.099 bln lbs
▪️Below trade at 1.188 bln (would have reflected a monthly rise)
▪️Sixth straight monthly fall in oil stocks

Arlan Suderman · @ArlanFF101 · Nov 15

Commodity Weather Group likes the 2015-16 Brazil growing season for weather analogs. Extreme wet in the south that year produced 9% above trend yields, while dry in Center-West produced 11% below trend yields there - 41% below in NE BRazil #soybeans #oatt

Karen Braun · @kannbwx · Nov 15

🇺🇸Trade estimates for U.S. export sales for the week ended Nov. 9. The record current-year, weekly sales volume for #soybeans is 3.19 million tonnes set in the week ended Sept. 17, 2020. May have broken that last week.

Arlan Suderman · @ArlanFF101 · Nov 15

It's just like the gloom and doom about how we were going to repeat 2012 here in the Midwest this past summer. Seed technology came through. Yes, we had some disasters out there, but other areas had record yields. #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 15

CWG found that extreme wet just doesn't hurt yields that much in the south. Rain makes grain, regardless of what we think about soybeans and wet feet. #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 15

Let's put some perspective on Brazil #soybean yields. They've fell more than 10% below trend 2X in past 30 years; never more than 14% below trend. Perhaps this year is the exception, but it's too soon to assume such. #oatt

Arlan Suderman · @ArlanFF101 · Nov 15

A 10% drop from trend yield this year, were it to happen, would put Brazil #soybean production at 147 mmt. Keep in mind that Brazil would need to crush less, allowing more exports, with Argentina seeing a normal crop this year. US exports would not need to rise. #oatt

Arlan Suderman · @ArlanFF101 · Nov 15

Yield variability with Brazil's #corn production is much greater than that with #soybeans, and not necessarily in the same year. Risks are higher though in the coming year for its safrinha crop, although that's several months away. #oatt

Arlan Suderman · @ArlanFF101 · Nov 15

Dropping Brazil #soybean yields by more than 10% changes the game, but that's still a big IF. Yield variability in Center-West isn't historically very high. #oatt

Karen Braun · @kannbwx · Nov 15

USDA confirms the sale of 124,000 tonnes of U.S. #corn for delivery to Japan in 2023/24.

Andrey Sizov · @sizov_andre · Nov 15

#wheat #oatt

Andrey Sizov · @sizov_andre · Nov 15

Ukraine's state railways said on Wednesday it had restricted grain deliveries to Odesa, one of the country's key Black Sea ports, due to repairs.

nasdaq.com/articles/ukrai…

#oatt #blacksea #sizovreport #wheat #corn

Andrey Sizov · @sizov_andre · Nov 15

In our blog: Russian #grain market to bottom out in coming weeks

blog.sizov.report/sovecon-foreca…

#wheat #oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Nov 15

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Andrey Sizov · @sizov_andre · Nov 14

The Russian South (key #wheat region) continues to get very timely rain...last week, Krasnodar (#2 grower) got some precipitation at last; more is to come during the next two weeks. The 2024 crop set-up has improved substantially during the past several weeks.

SovEcon is to… twitter.com/i/web/status/1… pic.twitter.com/JIT5rtxn3M

Karen Braun · @kannbwx · Nov 14

🇧🇷Vegetation Health Index in #Brazil this week versus select past years. #Soybean yields were great in 2021 (corresponding to 2020 chart here) and decent in 2023, but they were poor in 2016. What will 2024 bring?

Karen Braun · @kannbwx · Nov 14

🇧🇷A look at weekly average temperatures (deg C) in crop-heavy North Mato Grosso, #Brazil. Temps in the last couple weeks have been running between 3-4 deg C above recent averages for the date. Latest week average was 30.2 C (86F).

Andrey Sizov · @sizov_andre · Nov 14

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Andrey Sizov · @sizov_andre · Nov 14

In case you wonder who needs that dollar index. Here's inverted $DXY vs. our poor fella #wheat. Either the correlation is broken OR something should happen shortly...

#oatt #sizovreport pic.twitter.com/vJhikW4El2

Josh Linville · @JLinvilleFert · Nov 14

Global #urea continue to see downward pressure following the last India purchase tender.

Arab Gulf values have fallen approximately $50 on paper/futures trade.

NOLA values are down almost triple digits from September high's.

Watch those #corn ratios. Getting really good!!!

Market Talk · @markettalkag · Nov 14

Brian Splitt (@BJSplitt) from @AgMarket_Net joins us on today's show to provide technical analysis and insight into the market trade. We also discuss fall nitrogen with @BrevantseedsUS Retail Development Leader Kurt Curry on today's program! #agnews
markettalkag.com/2023/11/14/tue…

Andrey Sizov · @sizov_andre · Nov 14

Impressive sell-off in #DXY, bonds higher....#grains taking a day off??

UPDATE: looks like the biggest daily move in DXY since Nov 22...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 14

In case you wonder who needs that dollar index. Here's inverted $DXY vs. our poor fella #wheat. Either the correlation is broken OR something should happen shortly...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 14

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Pro Farmer · @profarmer · Nov 14

South American crop consultant Dr. Michael Cordonnier lowered his Brazilian corn crop estimate by 2 MMT to 121 MMT, noting “universal agreements in Brazil that farmers will either reduce their safrinha corn acreage or plant corn with minimal inputs possible.”

Andrey Sizov · @sizov_andre · Nov 14

The Russian South (key #wheat region) continues to get very timely rain...last week, Krasnodar (#2 grower) got some precipitation at last; more is to come during the next two weeks. The 2024 crop set-up has improved substantially during the past several weeks.

SovEcon is to… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 14

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Andrey Sizov · @sizov_andre · Nov 14

Mato Grosso #soybeans (~30% of Brazilian crop) don't look well...what's the recovery chance, provided that rain arrives in around a week?

#oatt #agwx

Video: @StaLuziaEsteio pic.twitter.com/F3UhqS25IB

Andrey Sizov · @sizov_andre · Nov 14

Impressive sell-off in #DXY, bonds higher....#grains taking a day off??

#oatt #sizovreport

Karen Braun · @kannbwx · Nov 14

USDA confirms the sale of 101,745 tonnes of U.S. #corn for delivery to Mexico in 2023/24.

Andrey Sizov · @sizov_andre · Nov 14

A great thread about Mato Grosso, the key Brazilian #soybeans and #corn state

#oatt #agwx twitter.com/staluziaesteio…

SLE Farms · @StaLuziaEsteio · Nov 14

Thread🧵1:5
Here is my impression as a farmer about the drought that hits Mato Grosso (MT)

Soybean cycle

The varieties planted in MT have a cycle of 100 to 110 days mostly (some 90-95), having spent 30 days without rain means that they are at best 25% of the cycle without water pic.twitter.com/Xq76bAWKr4

Andrey Sizov · @sizov_andre · Nov 14

Mato Grosso #soybeans (~30% of Brazilian crop) don't look well...what's the recovery chance, provided that rain arrives in around a week?

#oatt #agwx

Video: @StaLuziaEsteio

Andrey Sizov · @sizov_andre · Nov 13

#agwx twitter.com/bamwxcom/statu…

BAM Weather (BAMWX) · @bamwxcom · Nov 13

👀All eyes on the Brazil forecast in week 2 timeframe.

👇Latest GEFS (1st image) vs the EPS (2nd image) for week 2 precip vs normal.

📧We discuss what we favor in our latest SA update (email matt@bamwx.com about access)

Regardless, next 7 days into Mato Grosso will be brutal… twitter.com/i/web/status/1… pic.twitter.com/HniZUk5XrU

Andrey Sizov · @sizov_andre · Nov 13

#oatt twitter.com/kannbwx/status…

Karen Braun · @kannbwx · Nov 13

🇺🇸U.S. harvest is wrapping up. #Corn is 88% finished, #soybeans 95%. Winter #wheat ratings fell 3pts on the week. pic.twitter.com/Mvb95Cbb2v

Andrey Sizov · @sizov_andre · Nov 13

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Pedro H Dejneka · @PHDChicago · Nov 13

Context: 🇧🇷 production could fall to 145-150 MMTs (far from a reality TODAY) & there’d still be too much beans in the world if 🇦🇷 has OK crop

However, weather mkt would ensue 1st with beans rallying hard towards $15+ as perception trumps reality in short term twitter.com/phdchicago/sta…

Market Talk · @markettalkag · Nov 13

Soybeans and soymeal led the trade higher on Monday! We discuss the dynamics with John Heinberg (@casheagle1) from @TotalFarmMktg and get an update on weather in Brazil with Eric Snodgrass (@snodgrss) from @NutrienAgRetail! #commodities #agwx #OATT
markettalkag.com/2023/11/13/mon…

Karen Braun · @kannbwx · Nov 13

Money managers have been heavily selling Minneapolis #wheat futures and options since July. As of Nov. 7, they forged another record net short of 31k contracts.

Karen Braun · @kannbwx · Nov 13

🇺🇸U.S. harvest is wrapping up. #Corn is 88% finished, #soybeans 95%. Winter #wheat ratings fell 3pts on the week.

Arlan Suderman · @ArlanFF101 · Nov 13

USDA took back most of last week's winter #wheat condition index score gains. Here's how it breaks down. #oatt

Karen Braun · @kannbwx · Nov 13

Nov 13: Big rallies in most-active CBOT corn, soy & meal on Brazil weather.
#Corn: +2.9%, largest 1day gain since July 24 (settle $4.77-1/4 a bu)
#Soybeans: highest since Aug. 31 (settle $13.82-1/2)
#Soymeal: highest since March 17; highest ever for date (settle $469.10 per stn)

Josh Linville · @JLinvilleFert · Nov 13

Very slow start to the week for #fertilizer markets. Lack of overall demand making things quiet.

Almost feels like it is already Thanksgiving week!

Andrey Sizov · @sizov_andre · Nov 13

So #corn is +13 cents....and #wheat barely finished in the black

Andrey Sizov · @sizov_andre · Nov 13

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Andrey Sizov · @sizov_andre · Nov 13

Nice rejection of recent lows in #wheat....now bulls need to push above 20DMA & 50DMA to climb back above the November uptrend line.

This week, we are cautiously bullish December wheat.

#oatt #sizovreport pic.twitter.com/jxEOq7O18v

Andrey Sizov · @sizov_andre · Nov 13

#Corn down on bearish WASDE....Orange juice is on the rise again after bumping from 50DMA. Will we see a new high?

#oatt #tradingplaces

Andrey Sizov · @sizov_andre · Nov 13

Russian & Global #grain market weekly, Nov 06-10, 2023:

* #Wheat flat; Black Sea support offset by bearish WASDE
* Weekly shipments flat, sales rise
* Wheat could bottom out shortly at domestic market
* Weather improves for winter wheat in South

More: sizov.report/reports/21072/…… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 13

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Jeremey Frost · @FearlessGrain · Nov 12

Thank you for the hope. @sizov_andre without hope one can become lost. #corn twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 13

What's up with #corn and #soybeans? Is Xi going to buy all 2023 US crop and half of the next one on Thursday?

#oatt #china

Arlan Suderman · @ArlanFF101 · Nov 13

Marketing year to date #soybean inspections exceed the seasonal pace needed to hit USDA's target by 47 million bushels, down from 55 million the previous week as we continue to lose ground after a fast start to the year. #oatt

Andrey Sizov · @sizov_andre · Nov 13

Agree

#oatt twitter.com/ddfalpha/statu…

Darin D. Fessler ✝️ · @DDFalpha · Nov 13

If you’re 10% sold you don’t NEED to reown, you need to pick a spot to SELL. You are already LONG. Today you are WINNING. You didn’t miss out on anything. Unpriced bushels in the bin, in a pile, or on the moon is worth MORE today than Friday. 🌽🌱

Arlan Suderman · @ArlanFF101 · Nov 13

Marketing year to date #wheat inspections fall short of the seasonal pace needed to hit USDA's target by 51 million bushels, unchanged on the week. #oatt

Arlan Suderman · @ArlanFF101 · Nov 13

Marketing year to date #corn export inspections fall short of the seasonal pace needed to hit USDA's target by 25 million bushels, versus being short by 30 million bushels the previous week. #oatt

Karen Braun · @kannbwx · Nov 13

🇺🇸Last week's export inspections for U.S. #soybeans come up short of expectations, but #corn comes in near the higher end. The Gulf handled 42% of the week's beans and PNW 40%, and 62% of the total bean volume was to China.

Andrey Sizov · @sizov_andre · Nov 13

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Andrey Sizov · @sizov_andre · Nov 13

Brazil is hot indeed...BUT we are ~4 months from the #soybeans harvest....3+ months from the first #corn harvest (not the main one). Isn't it too early to get too excited?

#oatt #agwx pic.twitter.com/4Yu32RNUFU

Andrey Sizov · @sizov_andre · Nov 13

Nice rejection of recent lows in #wheat....now bulls need to push above 20DMA & 50DMA to climb back above the November uptrend line.

This week, we are cautiously bullish December wheat.

#oatt #sizovreport

Arlan Suderman · @ArlanFF101 · Nov 13

Export inspections for the week ending Nov. 9 (mln bu): #corn 24, grain sorghum 3.1, #soybeans 61.2, #wheat 7.6 #oatt

Arlan Suderman · @ArlanFF101 · Nov 13

Export inspections for shipment to China in the week ending Nov. 9 (mln bu): #corn 0.04, grain sorghum 3.1, #soybeans 38.1, #wheat 0.0 #oatt

Karen Braun · @kannbwx · Nov 13

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️204,000 tonnes of #soybeans to #China
▪️143,637 tonnes of #corn to #Mexico

Andrey Sizov · @sizov_andre · Nov 13

Brazil is hot indeed...BUT we are ~4 months from the #soybeans harvest....3+ months from the first #corn harvest (not the main one). Isn't it too early to get too excited?

#oatt #agwx

Andrey Sizov · @sizov_andre · Nov 12

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 10

Russian #wheat exports are to decline for the third month in a row - SovEcon

#oatt #sizovreport #blacksea pic.twitter.com/R6jR17hgZm

Josh Linville · @JLinvilleFert · Nov 11

Dear Tennessee football fans, we are just as shocked as you are that Missouri is decent this year.

Sincerely

Missouri football fans

Andrey Sizov · @sizov_andre · Nov 11

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Andrey Sizov · @sizov_andre · Nov 7

#Corn looks weak...are we going to test $4.67/4.68 again, and if yes will it hold?

#oatt #sizovreport pic.twitter.com/DGHkzWZPW4

Andrey Sizov · @sizov_andre · Nov 11

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 1

Russia is to ban durum #wheat exports from December 1.

(Sending hugs to people seriously talking about wheat export tax abolition rumor)

More: sizov.report/reports/21005/

#oatt #blacksea #sizovreport twitter.com/i/web/status/1… pic.twitter.com/lwfoKpyZlx

Andrey Sizov · @sizov_andre · Nov 11

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Oct 27

SovEcon: Russian outstanding #wheat export sales remain at a 4-month low. 🙈🙈

Not matching well with the #USDA's 50 mmt export estimate.

More: sizov.report

#oatt #blacksea #sizovreport pic.twitter.com/DspcreErJo

Andrey Sizov · @sizov_andre · Nov 11

We are never going to see 4.78 #corn again... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 3

An impressive spike in #corn supported by #soybeans and $dxy weakness...a short-term selling / hedging opportunity?

#oatt #sizovreport pic.twitter.com/Cwyfp6Wm2f

Andrey Sizov · @sizov_andre · Nov 10

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Andrey Sizov · @sizov_andre · Nov 10

Russian #wheat exports are to decline for the third month in a row - SovEcon

#oatt #sizovreport #blacksea pic.twitter.com/R6jR17hgZm

Andrey Sizov · @sizov_andre · Nov 10

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Andrey Sizov · @sizov_andre · Nov 10

#wheat #oatt pic.twitter.com/rFFAesc1Op

farmbucks.com · @farmbuckscom · Nov 10

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Market Minute LLC · @MarketMinuteLLC · Nov 10

Weekly Price Changes 📉📈

🔴 🌽 Corn: -13 1/4

🔴 🌱 Beans: -4 1/4

🟢 🌾 Chicago: +2 3/4

🔴 🌾 KC: -3 1/2

🟢 🌾 MPLS: +9 1/2

🟢 🌱 Meal: +7.30

🟢 🌱 Bean Oil: +1.84

🔴 🛢️ Crude: -3.26

🟢 💵 US Dollar: +0.816

🔴 🐮 Live Cattle: -10.575

🔴 🐄 Feeder Cattle: -13.325

🟢 🌾… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Nov 10

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Brevant seeds U.S. · @BrevantseedsUS · Nov 10

We’re ready to go bushel for bushel with anyone. The next generation of Brevant® brand Enlist E3® soybeans deliver proven performance and enhanced agronomics.

Results you can see…and hold. bit.ly/3QT3o0k pic.twitter.com/VZTN72Kr6o

Market Talk · @markettalkag · Nov 10

A quiet, consolidation type trading day on Friday to wrap the week. We get market analysis LIVE from the tractor cab today as we end the week with @DuWayneBosse from @boltmarketing1!
#CommodityTrading #commodities #OATT #markets #markettalk #agnews
youtu.be/SG5EngsxDFo

farmbucks.com · @farmbuckscom · Nov 10

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Darin D. Fessler ✝️ · @DDFalpha · Nov 10

If #corn "feels heavy" here's why. Unless US demand can outpace a growing supply or SA has production hiccups, might be the story for now. US Corn Stocks/Use v Avg MY Price. 🌽 pic.twitter.com/1UIhnpTXVY

farmbucks.com · @farmbuckscom · Nov 10

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Darin D. Fessler ✝️ · @DDFalpha · Nov 10

Noon run of GFS for Brazil continues to be hot & dry over the next 7 days. Temp anomaly well above normal by next Friday with temps +100. Does the heat & drier pattern have staying power? #Brazil #corn #soybeans 🔥🌧️🌱🌽🇧🇷 pic.twitter.com/7WRMNv5WDd

Andrey Sizov · @sizov_andre · Nov 10

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Darin D. Fessler ✝️ · @DDFalpha · Nov 10

If #corn "feels heavy" here's why. Unless US demand can outpace a growing supply or SA has production hiccups, might be the story for now. US Corn Stocks/Use v Avg MY Price. 🌽 pic.twitter.com/1UIhnpTXVY

Josh Linville · @JLinvilleFert · Nov 10

For everyone on my #farmer #fertilizer newsletter, I just send a mid-month update on the phosphate and urea markets. Felt a bit more in depth explanation was needed.

Keep an eye out.

For those on the #australia version, more global update is coming soon.

Karen Braun · @kannbwx · Nov 10

🇫🇷Soft winter #wheat in #France was 67% sown as of Monday, well behind last year at 91% and a five-year average of 83%. Heavy rains have recently slowed field work.

Josh Linville · @JLinvilleFert · Nov 10

The Chinese government has taken steps to include #phosphate export restrictions in its plan. That means the world's typical largest exporter is getting cut out.

This has been one of our bullish factors to watch for.

Doubt prices skyrocket but it helps keep it from slipping.

Arlan Suderman · @ArlanFF101 · Nov 10

Argentina & Brazil were expected to increase #soybean production by 30 mmt in the current growing season, while world demand rises by 20 mmt optimistically. Chinese demand is really plateauing. There is a path to holding USDA's US export estimate with a 10% drop in Brazilian… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 10

Long-term nearby #corn chart....is there still hope?

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 10

#Wheat is doing its best trying to ignore the #corn sell-off..."what it doesn't kill me, makes me stronger" - well-known German CBOT trader

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 10

#Wheat is doing its best, ignoring the #corn sell-off..."what it doesn't kill me, makes me stronger" — a well-known German CBOT trader

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 10

#corn twitter.com/jpmccormick3/s…

Jim McCormick · @jpmccormick3 · Nov 10

Midwest Corn Basis Bids November 9, 2023. Corn basis is putting the seasonal low in. pic.twitter.com/0xzCq7nPsD

Andrey Sizov · @sizov_andre · Nov 10

#wheat #oatt

Andrey Sizov · @sizov_andre · Nov 10

Russian #wheat exports are to decline for the third month in a row - SovEcon

#oatt #sizovreport #blacksea

Andrey Sizov · @sizov_andre · Nov 10

Reuters: War risk insurance premiums have risen sharply after a missile damaged a merchant ship in the Ukranian port of Pivdennyi, three industry sources said on Thursday.

#oatt #wheat #corn #blacksea #sizovreport

reuters.com/markets/commod…

Josh Linville · @JLinvilleFert · Nov 10

On the one hand, I want to let everyone know about Flyover Whiskey. They make a really unique and quality product.

On the other hand, the more popular they get the longer I have to wait for my next 2 batches to get made!!!

Seriously, great folks to work with. twitter.com/FlyoverWhiskey…

Flyover Whiskey · @FlyoverWhiskey · Nov 10

Over 3000 customer batches served and counting!! Our farmer supplied grain and personalized whiskey has been a popular choice for holiday gifts and commemorating harvest milestones for families across the Midwest!

B&B Orchard
Jon Abrahamson
Jason and Ashley Long
Morton Farms pic.twitter.com/h7cwWMMOYx

Karen Braun · @kannbwx · Nov 10

No flash sales from USDA Friday morning to cap off a huge week of U.S. soybean sales (mostly to China), but I believe govt offices are closed today in observance of Veterans Day. So we wouldn't see them today anyway (I think).

Andrey Sizov · @sizov_andre · Nov 10

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Andrey Sizov · @sizov_andre · Nov 9

A summary of the attack on the ship in Ukraine's Pivdenny port is in your inbox if you are a sizov.report subscriber. And yes, it was the biggest bullish story today...

#oatt #sizovreport #blacksea #wheat #corn pic.twitter.com/94IikZRKmd

Andrey Sizov · @sizov_andre · Nov 10

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Andrey Sizov · @sizov_andre · Nov 9

Still bearish wheat?

Russian #wheat exports lag a second month in a row – SovEcon | The Sizov Report blog

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport

Arlan Suderman · @ArlanFF101 · Nov 9

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Carah Hart · @BRNAgNews_Carah · Nov 9

According to @ArlanFF101, USDA made a balance sheet adjustment in the November supply and demand report that could support corn prices. @brownfield

brownfieldagnews.com/news/usda-bala…

Market Talk · @markettalkag · Nov 9

Is there ANYTHING positive to take away from Thursday's market trade post #WASDE report? We discuss grains and the sharp decline in cattle today. Bryan Doherty from @TotalFarmMktg joins us in part one of today's program. #OATT #commodities #cattle
youtu.be/Wg55kfLK-nc

Market Talk · @markettalkag · Nov 9

We continue our discussion on the grain markets post #WASDE report on Thursday and more thoughts on the pullback in live and feeder cattle with Bryan Irey from @CrossroadsCoop in part two of today's program. #OATT #commodities #marketing #cattle
youtu.be/5Ntn7yZc7rM

Market Talk · @markettalkag · Nov 9

Find audio links for today's podcast with Bryan Doherty and Bryan Irey as we recap the #WASDE on Thursday and the cattle market fallout everywhere you listen to podcasts or at the link below. #OATT #commodities
markettalkag.com/2023/11/09/thu…

Arlan Suderman · @ArlanFF101 · Nov 9

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Market Talk · @markettalkag · Nov 9

USDA says corn and soybean yields in the U.S. are going up while U.S. ending stocks for corn, beans and wheat also moved higher. We discuss the November #WASDE Report with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary. #OATT
open.spotify.com/episode/2Kc9Dy…

Andrey Sizov · @sizov_andre · Nov 9

#WASDE snapshot
via @jpmccormick3

#oatt #wheat #corn #soybeans

Karen Braun · @kannbwx · Nov 9

🌽Mixed bias on world stocks. #Corn higher than expected on bigger U.S. crop. #China corn imports unch at 23 mmt, #Ukraine exports to 20 mmt from 19.5.
🌾Cuts in #India & #Argentina #wheat crops offset by +5 mmt in #Russia. Ukraine exp up 1 mmt
🫛China #soy imports unch @ 100 mmt

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🌽Mixed bias on world stocks. #Corn higher than expected on bigger U.S. crop. #China corn imports unch at 23 mmt, #Ukraine exports to 20 mmt from 19.5.
🌾Cuts in #India & #Argentina #wheat crops offset by +5 mmt in #Russia. Ukraine exp up 1 mmt
🫛China #soy imports unch @ 100 mmt pic.twitter.com/dtrQgAPcpg

Karen Braun · @kannbwx · Nov 9

🌽U.S. #corn yield came in above most trade guesses in the biggest upside surprise for this report since 2017. Indiana seen breaking 200 bu/acre, and yields are up from last month in most major states.

Karen Braun · @kannbwx · Nov 9

🫛 Not many yield changes among top U.S. growers of #soybeans except for a sizable downgrade in Nebraska. However, bumps in Ohio, the Dakotas and Wisconsin helped national yield rise from last month.

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🫛 Not many yield changes among top U.S. growers of #soybeans except for a sizable downgrade in Nebraska. However, bumps in Ohio, the Dakotas and Wisconsin helped national yield rise from last month. pic.twitter.com/015SvupGUK

Karen Braun · @kannbwx · Nov 9

Report reaction: not much for the bulls here. The big jump in US corn yield and record crop only support the oversupply narratives for 24/25. Wheat stocks/use in major exporters remain tighter than usual, but that's a recurring story.
Brazil weather story still remains, though.

Market Talk · @markettalkag · Nov 9

USDA says corn and soybean yields in the U.S. are going up while U.S. ending stocks for corn, beans and wheat also moved higher. We discuss the November #WASDE Report with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary. #OATT
open.spotify.com/episode/2Kc9Dy…

Arlan Suderman · @ArlanFF101 · Nov 9

#oatt #oott twitter.com/StoneX_Officia…

StoneX Group Inc. · @StoneX_Official · Nov 9

StoneX’s premier natural resources event will be back in NYC on Dec 7. Register now to join us and hear from leading companies across the entire natural resources complex! Learn more: stonex.cventevents.com/NaturalResourc… pic.twitter.com/3NNdCLS3UC

Arlan Suderman · @ArlanFF101 · Nov 9

The bulk of this week's China #soybean purchases have been by state buyers who have responsibility for its reserves, while private crushers have largely remained quiet, waiting to see what happens with Brazil's crop. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

Marketing year to date #soybean export sales fall short of the seasonal pace needed to hit USDA's target by 160 million bushels per this morning's USDA weekly report, but that doesn't include this week's big sales that will show up on next week's report. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

Marketing year to date #corn export sales fall short of the seasonal pace needed to hit USDA's target by 29 million bushels, versus being short by 27 million the previous week. #oatt

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🇧🇷Conab slightly increased harvest predictions for #Brazil's #soybeans despite ongoing weather worries. #Corn crop came down slightly. pic.twitter.com/hnze6lVBgG

Karen Braun · @kannbwx · Nov 9

Most-active CBOT futures 15 min ahead of USDA's November reports (cents/bu):
#Corn -4.5
#Soybeans -8.5
#Wheat -13.25
#Soymeal -0.8 ($/short ton)

Arlan Suderman · @ArlanFF101 · Nov 9

Be sure to register for my post-WASDE webinar today, where I'll go into more detail on the Brazil #soybean risks, along with some data on historical correlations between dryness and production. #oatt insight.stonex.com/arlan-suderman…

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️1,044,000 tonnes of #soybeans to #China
▪️662,500 tonnes of soybeans to unknown

That's a total of 62.7 million bushels.

Karen Braun · @kannbwx · Nov 9

🇺🇸 2023 U.S. #corn yield comes in well above expectations, #soybeans land above as well.

Josh Linville · @JLinvilleFert · Nov 9

My day started with filling my wife's vehicle...y'all I pulled up to the pump on the wrong side and had to u-turn.

Yes there were other people that saw.

Yes I i cursed.

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🇺🇸 2023 U.S. #corn yield comes in well above expectations, #soybeans land above as well. pic.twitter.com/JcCbxR6NCt

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

Ending stocks rise to 2.156 billion bushels for #corn and 245 million bushels for #soybeans. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

USDA raises Brazil #soybean crop as acres shift to beans to 163 million metric tons. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

Ending stocks rise to 2.156 billion bushels for #corn and 245 million bushels for #soybeans. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

USDA raised both its #corn and #soybean yield estimates to 174.9 and 49.9 bushels per acre respectively, up 1.9 and 0.3 bpa from last month. #oatt

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

USDA raises Brazil #soybean crop as acres shift to beans to 163 million metric tons. #oatt

Karen Braun · @kannbwx · Nov 9

🇺🇸2023/24 U.S. ending stocks come in above expectations for #corn, #soybeans & #wheat. Corn exports increased, soy and wheat were unch.

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

USDA raised both its #corn and #soybean yield estimates to 174.9 and 49.9 bushels per acre respectively, up 1.9 and 0.3 bpa from last month. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

US #wheat imports rise by 10 million and food use drops by 4 million to increase ending stocks 14 million bushels to 684 million bushels. #oatt

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

US #wheat imports rise by 10 million and food use drops by 4 million to increase ending stocks 14 million bushels to 684 million bushels. #oatt

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

Feed use of #corn goes up 50 million, as does exports, with #ethanol use up another 25 million - total 125 million increase in demand, but ending stocks still rise by 45 million bushels. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

The 25 million bushel increase in the size of the US #soybean crop totally accounts for notable changes in ending stocks in the balance sheet. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

Feed use of #corn goes up 50 million, as does exports, with #ethanol use up another 25 million - total 125 million increase in demand, but ending stocks still rise by 45 million bushels. #oatt

Karen Braun · @kannbwx · Nov 9

🇧🇷USDA increases #Brazil's 22/23 harvest of #soybeans (those exports have to be coming from somewhere, right?). 23/24 soy & both #corn unch.
🇦🇷No change to #Argentina's corn & soy crops, but 23/24 #wheat output was cut to 15 mmt from 16.5 mmt last month.

Market Talk · @markettalkag · Nov 9

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Arlan Suderman · @ArlanFF101 · Nov 9

The 25 million bushel increase in the size of the US #soybean crop totally accounts for notable changes in ending stocks in the balance sheet. #oatt

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🇧🇷USDA increases #Brazil's 22/23 harvest of #soybeans (those exports have to be coming from somewhere, right?). 23/24 soy & both #corn unch.
🇦🇷No change to #Argentina's corn & soy crops, but 23/24 #wheat output was cut to 15 mmt from 16.5 mmt last month. pic.twitter.com/YWBYO4UukF

Market Talk · @markettalkag · Nov 9

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Karen Braun · @kannbwx · Nov 9

🇺🇸2023/24 U.S. ending stocks come in above expectations for #corn, #soybeans & #wheat. Corn exports increased, soy and wheat were unch. pic.twitter.com/QjRsBlAT3f

Arlan Suderman · @ArlanFF101 · Nov 9

#corn down 8, #soybeans dn 23, #wheat dn 17, KC dn 10 following WASDE report. #oatt

Andrey Sizov · @sizov_andre · Nov 9

WASDE snapshot
via @jpmccormick3

Andrey Sizov · @sizov_andre · Nov 9

Still bearish wheat?

Russian #wheat exports lag a second month in a row – SovEcon | The Sizov Report blog

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport

Karen Braun · @kannbwx · Nov 9

🇧🇷Conab slightly increased harvest predictions for #Brazil's #soybeans despite ongoing weather worries. #Corn crop came down slightly.

Karen Braun · @kannbwx · Nov 9

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️1,044,000 tonnes of #soybeans to #China
▪️662,500 tonnes of soybeans to unknown

That's a total of 62.7 million bushels.

Karen Braun · @kannbwx · Nov 9

All trade estimates for USDA reports due Thursday at 11 am CST. Not many changes expected, but that doesn't mean they can't happen. Trade will be watching U.S. corn and soybean crops as well as demand numbers. Also not too early to check on South American estimates.

Andrey Sizov · @sizov_andre · Nov 9

...and we got 5.79 12 hours later. Is #wheat becoming a buy here?

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 9

Impressive rally in wheat today...Russian quota, a missile hitting a ship moored at Pivdenny/Odesa ->massive short-covering in December contract...

Not sure if it can hold this level...there is a good chance to at least revisit 50DMA @ ~5.80

#oatt #sizovreport #blacksea pic.twitter.com/abFCsm6zeK

Andrey Sizov · @sizov_andre · Nov 9

...and we got 5.79 12 hours later. Is #wheat becoming a buy here?

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

Andrey Sizov · @sizov_andre · Nov 9

Impressive rally in wheat today...Russian quota, a missile hitting a ship moored at Pivdenny/Odesa ->massive short-covering in December contract...

Not sure if it can hold this level...there is a good chance to at least revisit 50DMA @ ~5.80

#oatt #sizovreport #blacksea pic.twitter.com/abFCsm6zeK

Arlan Suderman · @ArlanFF101 · Nov 9

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Comiran D. · @ComiranDiego · Nov 8

@ArlanFF101 Mato Grosso is a country in terms of grain production, something very close to Argentina in soy production, 40 million tons. And all of this with mandatory legal reserves on the properties, ranging from 30 to 80% preservation.

Arlan Suderman · @ArlanFF101 · Nov 9

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SLE Farms · @StaLuziaEsteio · Nov 8

@ArlanFF101 Putting in perspective pic.twitter.com/wENftDDRze

Arlan Suderman · @ArlanFF101 · Nov 9

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Susan Littlefield · @firefighter89 · Nov 9

The Wednesday (11/8/23) @ChannelSeed @FontanelleSeed #FinalBell #Podcast with @ArlanFF101 with @StoneX_Official 🎙️ p.ftur.io/krvnam/24380

Arlan Suderman · @ArlanFF101 · Nov 9

Export sales for the week ending Nov. 2 (mln bu): #corn 40 current-crop & 5.5 next-crop; grain sorghum 5.5 , #soybeans 39.7, #wheat 13.0 #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

China was the featured buyer of US #soybeans in the week ending Nov. 2 at a net 25.4 million bushels, although 9.7 million of that was a switch from bushels previously purchased under "unknown destinations." #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

China was the buyer of the 5.5 million bushels of US grain sorghum sold in the week ending Nov. 2 #oatt

Karen Braun · @kannbwx · Nov 9

🇺🇸U.S. export sales last week all within ranges of expectations. Mexico, unknown and Japan bought #corn. China bought #soybeans (incl. some switched from unknown). China also bought 260k RB of #cotton, continuing a string of elevated purchases.

Arlan Suderman · @ArlanFF101 · Nov 9

US #pork export sales were strong in the week ending Nov. 2 at a net 49,000 metric tonnes, with China the featured buyer at 13,100 MT, followed by Mexico at 11,300 MT. #oatt

Arlan Suderman · @ArlanFF101 · Nov 9

Mexico was again the featured buyer of US #corn in the week ending Nov. 2 at a net 15.1 million bushels of current-year and 5.5 million bushels of next year's crop. Unknown destinations bought 9 million bushels. #oatt

Andrey Sizov · @sizov_andre · Nov 9

A summary of the attack on the ship in Ukraine's Pivdenny port is in your inbox if you are a sizov.report subscriber. And yes, it was the biggest bullish story today...

#oatt #sizovreport #blacksea #wheat #corn

Andrey Sizov · @sizov_andre · Nov 9

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Andrey Sizov · @sizov_andre · Nov 8

This aged well....a pullback yesterday + rally today
#wheat #sizovreport #oatt pic.twitter.com/KBXpPN0NIT twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 9

Retweeted...

RealAgriculture · @realagriculture · Nov 8

🌾 CONTENT CREATOR 🌾
We are looking for an energetic & enthusiastic team member who can capture information & insight from the agriculture industry. View the job posting here for more info or to apply: 👉 ow.ly/5tzq50Q51xR pic.twitter.com/RSIm20YG58

Andrey Sizov · @sizov_andre · Nov 9

Impressive rally in wheat today...Russian quota, a missile hitting a ship moored at Pivdenny/Odesa ->massive short-covering in December contract...

Not sure if it can hold this level...there is a good chance to at least revisit 50DMA @ ~5.80

#oatt #sizovreport #blacksea

Josh Linville · @JLinvilleFert · Nov 9

Finally bit the bullet on a big ticket item.

That's right. This guy right here is the proud owner of a lightly used green X-9...paper box!!!

#johndeerestrong

Market Talk · @markettalkag · Nov 8

Soybeans fell apart on Wednesday; why did that happen? We get some thoughts and try to explain in a conversation with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics on today's program. #agnews #OATT #commodities #soybeans #Markets
WATCH: youtu.be/QwHBKMtxODk

Karen Braun · @kannbwx · Nov 8

🇨🇳#China's COFCO has signed an agreement to supply and accept #soybeans coming from sustainable production areas in #Brazil, free from deforestation.

Karen Braun · @kannbwx · Nov 8

Nov. 8: CBOT Jan #soybeans hit a 2-month high ($13.84-1/2 per bu) on Wednesday but closed well off that high. Confirmation of China buying U.S. soybeans and threatening dryness in Brazil were main themes in today's trade.

Arlan Suderman · @ArlanFF101 · Nov 8

Mato Grosso could still produce a normal crop this year IF the rains would start now, but the 10-day outlook has very little moisture in it, with temperatures rising above 100°F. Models now suggest a risk that this pattern could hold into next month. #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Nov 8

China imported at least 5 mmt more #soybeans than it crushed over the past 6 months, and Brazil still has old-crop soybeans to export, but China started hedging its risks by buying U.S. soybeans for Dec - March shipment this week. #oatt

Karen Braun · @kannbwx · Nov 8

Ukraine's military says a Russian missile has hit a civilian, Liberia-flagged vessel in the Black Sea, and one person has been killed - Reuters

Hearing it may be this ship, but not 100% sure. The vessel has recently carried commodities such as coal.

Market Talk · @markettalkag · Nov 8

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Eric Snodgrass · @snodgrss · Nov 8

And the trend was not favorable. Here are my latest thoughts. youtu.be/jMIhLOmDB6M twitter.com/WaterStreetAg/…

Arlan Suderman · @ArlanFF101 · Nov 8

Mato Grosso is 1.3 times the state of Texas. It is expected to plant 30 million acres of #soybeans this year, which would produce more than 1.6 billion bushels with a trend yield. That's more than Iowa, Illinois and Minnesota combined. #oatt

Andrey Sizov · @sizov_andre · Nov 8

This aged well....a pullback + rally
#wheat #sizovreport #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 6

#Wheat chart looks friendly as the funds are rolling their shorts...a pullback could be a buying opportunity and there is a chance we will get one shortly

#oatt #sizovreport pic.twitter.com/7YZ5ySdETM

Andrey Sizov · @sizov_andre · Nov 8

This aged well....a pullback yesterday + rally today
#wheat #sizovreport #oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 6

#Wheat chart looks friendly as the funds are rolling their shorts...a pullback could be a buying opportunity and there is a chance we will get one shortly

#oatt #sizovreport pic.twitter.com/7YZ5ySdETM

Karen Braun · @kannbwx · Nov 8

🇦🇷Rains have come too late for #wheat in #Argentina according to the Rosario Grains exchange, which cut its 2023/24 crop forecast by 0.8 mmt to 13.5 mmt.

That is above last year's awful crop of 11.5 mmt but well below the 23 mmt grown in 2021/22.

Karen Braun · @kannbwx · Nov 8

🇺🇸Very minor changes expected for 2023 U.S. #corn and soybean crops in USDA's monthly update. Yields have declined in each of the last three months for both corn and #soybeans, but analysts don't seem to think a fourth is coming.

Arlan Suderman · @ArlanFF101 · Nov 8

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Market Talk · @markettalkag · Nov 7

November soybeans and soymeal are having a strong day on Tuesday while KC wheat is under pressure and corn is slightly lower. Plus, crude oil is down another 2% and cattle continue to struggle. We discuss with Arlan Suderman (@ArlanFF101) from StoneX.
markettalk.libsyn.com/midday-comment…

Market Talk · @markettalkag · Nov 8

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Jim McCormick · @jpmccormick3 · Nov 8

Exporters reported the following sales activity for MY 23/24
433K MT of soybeans to China, 270K MT of corn to Mexico, 132K MT of soybeans to unknown destinations, and 344,500 MT of soybeans received in the reporting period to unknown destinations.

Market Talk · @markettalkag · Nov 8

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Karen Braun · @kannbwx · Nov 8

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️433,000 tonnes of #soybeans to #China
▪️270,000 tonnes of #corn to #Mexico
▪️132,000 tonnes of soybeans to unknown
▪️344,500 tonnes of soybeans to unknown

That's 33.4 mbu of beans and 10.6 mbu corn.

Karen Braun · @kannbwx · Nov 8

USDA confirms the following U.S. export sales for delivery in 2023/24:
▪️433,000 tonnes of #soybeans to #China
▪️270,000 tonnes of #corn to #Mexico
▪️132,000 tonnes of soybeans to unknown
▪️344,500 tonnes of soybeans to unknown

That's 33.4 mbu of beans and 10.6 mbu corn.

Andrey Sizov · @sizov_andre · Nov 8

Why is #wheat sharply higher today?

Russia to introduce 24 mmt #grain export quota for February-June 2024

Check your inbox if you are a sizov.report subsriber

#oatt #corn #blacksea

Andrey Sizov · @sizov_andre · Nov 8

#Wheat is testing 50DMA again thanks to support from stronger #corn / #soybeans and Russian exprot quota news

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Nov 8

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Andrey Sizov · @sizov_andre · Nov 7

Russia's South, a key winter #wheat region, got some rain recently, but a big part of it still remains too dry.

More: sizov.report/reports/21018/…

#oatt #sizovreport #blacksea #agwx pic.twitter.com/vQ8AmLR3to

Karen Braun · @kannbwx · Nov 8

🇺🇸USDA's baseline projections suggest U.S. #corn stocks could reach a 37-year high in 2024/25 with stocks-to-use at a 20-year high.

These are not official estimates, but instead are tentative projections based on data as of October 2023.

Josh Linville · @JLinvilleFert · Nov 8

"Man, I sure do love when it is pitch black at 6 pm."

No one ever

Market Talk · @markettalkag · Nov 7

We had Matt Bennett (@chief321) from @AgMarket_Net on today's show with some good perspective on the corn, soybean and cattle markets specifically heading into the #WASDE report on Thursday. Hear what he has to say on today's episode of Market Talk!
WATCH: youtu.be/dnqA5PTF3DA

Market Talk · @markettalkag · Nov 7

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Karen Braun · @kannbwx · Nov 7

🇨🇳🇺🇸#China has bought about 600,000 tonnes of U.S. #soybeans for shipment between December and March. pic.twitter.com/bGGJcndHtL

Karen Braun · @kannbwx · Nov 7

🇨🇳🇺🇸#China has bought about 600,000 tonnes of U.S. #soybeans for shipment between December and March.

Karen Braun · @kannbwx · Nov 7

🇺🇸USDA's baseline projections show 2024 U.S. #corn planted area at 91 million acres with a yield of 181 bu/acre. Planted area for #soybeans is slated for 87 million acres with a yield of 52 bu/acre.

Andrey Sizov · @sizov_andre · Nov 7

😉😉😉 twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 7

#Corn looks weak...are we going to test $4.67/4.68 again, and if yes will it hold?

#oatt #sizovreport pic.twitter.com/DGHkzWZPW4

farmbucks.com · @farmbuckscom · Nov 7

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Pro Farmer · @profarmer · Nov 7

Estimates for 2023-24 corn acreage & output in Brazil’s largest ag-producing state of Mato Grosso have been downgraded due to low corn prices & delays in soybean planting, while uncertainties over the soybean crop mount, according to the state’s agriculture institute, IMEA.

farmbucks.com · @farmbuckscom · Nov 7

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Sal · @cmdtySal · Nov 7

#Russian sellers pulling back and increasing their offers for #wheat day by day.

I don’t see any offer today below 230USD FOB NTTK!

#oatt #agtwitter

farmbucks.com · @farmbuckscom · Nov 7

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Empire Weather · @empirewx · Nov 7

More heavy rain is expected over the next 7 days across S. Brazil and Argentina with 50-100 mm of rainfall. Meanwhile, much of Mato Grosso & C. Brazil continues to struggle with meaningful precip. Full analysis of this pattern and risks #agwx #brazil empireweather.com/sa/ pic.twitter.com/BE93YS7oPs

Karen Braun · @kannbwx · Nov 7

🇮🇳#India will launch sunflower oil futures contracts on Nov. 12 to offer importers a hedging tool to combat volatile prices. Unsure how the halt on futures trading through 2024 plays in here....

Market Talk · @markettalkag · Nov 7

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Karen Braun · @kannbwx · Nov 7

🇮🇳#India will launch sunflower oil futures contracts on Nov. 12 to offer importers a hedging tool to combat volatile prices. Unsure how the halt on futures trading through 2024 plays in here.... pic.twitter.com/ZuPovKuxAA

Market Talk · @markettalkag · Nov 7

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John Heinberg · @casheagle1 · Nov 7

Private exporters reported sales of 110,000 metric tons of #soybeans for delivery to China during the 2023/2024 marketing year.

Karen Braun · @kannbwx · Nov 7

🇨🇳#China imported 5.16 million tonnes of #soybeans in October, below the expected 6.5-7 mmt as Brazilian ports experienced delays. Much bigger volumes are expected in November. Jan-Oct arrivals totaled 84 mmt, up 15% YOY and just above the prior high (83.2 mmt, 2020).

Market Talk · @markettalkag · Nov 7

November soybeans and soymeal are having a strong day on Tuesday while KC wheat is under pressure and corn is slightly lower. Plus, crude oil is down another 2% and cattle continue to struggle. We discuss with Arlan Suderman (@ArlanFF101) from StoneX.
markettalk.libsyn.com/midday-comment…

Andrey Sizov · @sizov_andre · Nov 7

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🕊입동에 핀 차꽃 · @Frauwoo · Nov 7

미국산 수출용 밀 출하량.
1983년 1월 이래 최저 기록... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 7

"Only 71,608 metric tons of U.S. #wheat were inspected for export in the week ended Nov. 2, the lowest for any week since records began in January 1983. That surpasses the previous low of 85,672 tons set in late December 2022."

#oatt

reuters.com/article/usa-wh…

Andrey Sizov · @sizov_andre · Nov 7

Russia's South, a key winter #wheat region, got some rain recently, but a big part of it still remains too dry.

More: sizov.report/reports/21018/…

#oatt #sizovreport #blacksea #agwx

Josh Linville · @JLinvilleFert · Nov 7

Really not much to share on the #fertilizer markets today...so here is a video of a tractor pulling a plough.

It makes me happy. Hopefully it makes you happy as well!

Unless you are no-till in which case sorry for causing you stress!!!! twitter.com/ProHorizonUK/s…

Pro Horizon · @ProHorizonUK · Nov 6

Here is Stan in the FENDT 939 Vario tractor working in a field with the Lemken Diamant 8 furrow plough and press
#fendt939 #ProHorizon #BritishFarming pic.twitter.com/UPqWQS0WXy

Karen Braun · @kannbwx · Nov 7

🍷2023 world #wine production is expected to hit 60-year lows after poor harvests in parts of the Southern Hemisphere and Europe. However, U.S. wine output is seen up from last year.

Karen Braun · @kannbwx · Nov 7

USDA confirms the sale of 110,000 tonnes of U.S. #soybeans for delivery to #China in 2023/24.

Andrey Sizov · @sizov_andre · Nov 7

#Corn looks weak...are we going to test $4.67/4.68 again, and if yes will it hold?

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Nov 7

#wheat #oatt #sizovreport twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 7

@TraderMom4 @mylton_neto I think @mylton_neto knows
We do believe that below $6 SRW doesn’t make much sense for such stocks/use (even without a war in the Black Sea)
And there is a good chance we see it substantially above that in 23/24
The question is when

Andrey Sizov · @sizov_andre · Nov 7

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Andrey Sizov · @sizov_andre · Nov 6

#Wheat chart looks friendly as the funds are rolling their shorts...a pullback could be a buying opportunity and there is a chance we will get one shortly

#oatt #sizovreport pic.twitter.com/7YZ5ySdETM

Andrey Sizov · @sizov_andre · Nov 7

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Andrey Sizov · @sizov_andre · Nov 6

Wait...what about endless "grain is lower because the Black Sea is flooding the global market with its #wheat and #corn" headlines?

#oatt #ukraine #sizovreport twitter.com/ACOMRB/status/…

Andrey Sizov · @sizov_andre · Nov 7

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Andrey Sizov · @sizov_andre · Nov 6

Russian & global #grain market weekly, Oct 30-Nov 03, 2023:

* #Wheat flat; slow Black Sea exports provide some support
* Weekly shipments decline
* Wheat could bottom out shortly at domestic market
* Big part of southern wheat remains dry

More: sizov.report/reports/21018/…

#oatt… twitter.com/i/web/status/1… pic.twitter.com/FbPkqhnBJQ

Karen Braun · @kannbwx · Nov 7

🇺🇸71,608 metric tons (2.6 mbu) of U.S. #wheat inspected for export in the week ended November 2. An ALL-TIME low in records back to 1983.

2nd lowest - 85,672 t (Dec. 2022)
3rd lowest - 127,306 t (Dec. 2008)

Market Talk · @markettalkag · Nov 7

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Karen Braun · @kannbwx · Nov 6

🇧🇷#Soybeans were 51% planted in #Brazil as of last Thursday, the slowest pace in 3 years and below last year's 57%. Top grower Mato Grosso has been very dry and that has recently slowed planting pace (see chart). pic.twitter.com/fMI7t8RvG8

Market Talk · @markettalkag · Nov 7

We talk the continued soybean rally and market opportunities today with John Heinberg (@casheagle1) from @TotalFarmMktg plus a look at weather with Eric Snodgrass (@snodgrss) on today's Market Talk.
markettalkag.com/2023/11/06/mon…

Karen Braun · @kannbwx · Nov 6

🇺🇸Harvest of U.S. #corn, #soybeans, #cotton & #sorghum remain ahead of average pace. Winter #wheat conditions rise to 50% good/excellent.

Arlan Suderman · @ArlanFF101 · Nov 6

Rains fell in Center-West Brazil over the weekend, but they were not enough. Varied a lot, but overall the rains bought some time. Unfortunately, not much rain expected next 10 days, with heat returning. Thus the added weather premium today for #soybeans. #oatt

Arlan Suderman · @ArlanFF101 · Nov 6

#Corn harvest progress as of November 5. #oatt

Arlan Suderman · @ArlanFF101 · Nov 6

#Soybean harvest nears completion. #oatt

Arlan Suderman · @ArlanFF101 · Nov 6

We should see a lot of improvement in winter #wheat conditions in the next few weeks if the forecast verifies. #oatt

Karen Braun · @kannbwx · Nov 6

🇧🇷#Soybeans were 51% planted in #Brazil as of last Thursday, the slowest pace in 3 years and below last year's 57%. Top grower Mato Grosso has been very dry and that has recently slowed planting pace (see chart).

farmbucks.com · @farmbuckscom · Nov 6

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Pedro H Dejneka · @PHDChicago · Nov 6

Does the world *NEED* another 160 MMT #soybean crop from Brazil?

Short answer: NO

Even if BR loses 30 - 35 MMTs (far fetched scenario today)...
...South America *COULD* still harvest a record crop above 20/21's 201 MMTs!

Let that one sink in... a little context goes a long way pic.twitter.com/akLafEpRBA

farmbucks.com · @farmbuckscom · Nov 6

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Pro Farmer · @profarmer · Nov 6

Ukraine’s grain exports have fallen to 9.8 MMT so far in the 2023-24 marketing season, according to ag ministry data, which is down from 14.3 MMT for the same period last year.

Josh Linville · @JLinvilleFert · Nov 6

European natural gas markets tanked further today with winter months falling sub $15MMbtu which is off the high's of $18 set just after Palestine attacked Israel.

Doesn't mean remaining #nitrogen production comes online yet...but it is improving the outlook every mark lower.

Andrey Sizov · @sizov_andre · Nov 6

Russian & global #grain market weekly, Oct 30-Nov 03, 2023:

* #Wheat flat; slow Black Sea exports provide some support
* Weekly shipments decline
* Wheat could bottom out shortly at domestic market
* Big part of southern wheat remains dry

More: sizov.report/reports/21018/…

#oatt… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Nov 6

Wait...what about endless "grain is lower because the Black Sea is flooding the global market with it #wheat and #corn" headlines?

#oatt #ukraine #sizovreport twitter.com/ACOMRB/status/…

Rb · @ACOMRB · Nov 6

Ukraine's grain exports have fallen to 9.8 million metric tons so far in the 2023/24 July-June marketing season, agriculture ministry data showed on Monday. nasdaq.com/articles/ukrai…

Andrey Sizov · @sizov_andre · Nov 6

Wait...what about endless "grain is lower because the Black Sea is flooding the global market with its #wheat and #corn" headlines?

#oatt #ukraine #sizovreport twitter.com/ACOMRB/status/…

Rb · @ACOMRB · Nov 6

Ukraine's grain exports have fallen to 9.8 million metric tons so far in the 2023/24 July-June marketing season, agriculture ministry data showed on Monday. nasdaq.com/articles/ukrai…

Arlan Suderman · @ArlanFF101 · Nov 6

Marketing year to date #corn export inspections fall short of the seasonal pace needed to hit USDA's target by 24 million bushels, versus being short by 21 million the previous week. #oatt

Andrey Sizov · @sizov_andre · Nov 6

#Wheat chart looks friendly as the funds are rolling their shorts...a pullback could be a buying opportunity and there is a chance we will get one shortly

#oatt #sizovreport

Arlan Suderman · @ArlanFF101 · Nov 6

Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 55 million bushels, up from 49 million the previous week, despite sales lagging the seasonal pace by 158 million bushels. #oatt

Karen Braun · @kannbwx · Nov 6

🇺🇸Barely any U.S. #wheat inspected for export last week, though #soybeans & #corn were within the expected ranges. 75% of soy inspected last week was destined for China. Most of the corn was headed to Mexico. The prior week's soy volume was revised upward.

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