News - Farmbucks

Karen Braun · @kannbwx · Sep 25

Near-average yields expected for #CropWatch23 #corn & #soybeans in Nebraska and Minnesota. Several dry stretches during the growing season have limited potential. MN beans could be ready for harvest this week, and both NE fields could go sometime next week.

Market Talk · @markettalkag · Sep 25

Great show today as we look at the late day buying in grains with John Heinberg (@casheagle1) from @TotalFarmMktg! Plus, an update on this weekend's rains and the forecast ahead with Eric Snodgrass (@snodgrss) from @NutrienAgRetail on today's show.
markettalkag.com/2023/09/25/mon…

Karen Braun · @kannbwx · Sep 25

🇺🇸Harvest of U.S. #corn & #soybeans is slightly ahead of average pace, but it was slower than expected last week. #Cotton harvest pace is in line with average. Newly sown winter #wheat has just started emerging.

Josh Linville · @JLinvilleFert · Sep 25

#fertilizer markets - quiet
#corn markets - relatively quiet
#dutchttf - still within recent values

I could get used to this!!!

Karen Braun · @kannbwx · Sep 25

🇧🇷#Brazil has planted 1.9% of its #soybeans according to AgRural, above 1.5% a year ago. That is the fastest pace in five years, though the recent heatwave has limited fieldwork. Most of last week's progress came from Parana in the south.

Karen Braun · @kannbwx · Sep 25

#CropWatch23 #corn in southeastern Illinois was finished on Monday. Yield came in a bit below expectations, ending at slightly above average levels. Tons of rain in early July but not much before or after - that was the problem. #Soybeans are pegged for harvest later this week.

Karen Braun · @kannbwx · Sep 25

🇺🇸U.S. export inspections were as expected last week and included 140kt #corn and 301kt #soybeans to China. Two cargoes of #wheat also set out for China.

Andrey Sizov · @sizov_andre · Sep 25

#Wheat market didn't set a new low last week. We see plenty of reasons for higher wheat prices at the moment, but first of all, that $5.7 level needs to hold while the funds could try to attack it again...they failed last week, though

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 25

Oof
Seems that they still don't count....#corn -0.5% twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 25

I'm being constantly told #corn sales to Mexico don't count, is it still the case? twitter.com/harleylama/sta…

Andrey Sizov · @sizov_andre · Sep 25

Russian #grain market weekly, Sep 18-22, 2023

* #Wheat lower on Odesa shipments, Fed and US corn harvest
* September export estimate upped
* Ruble grain prices tumble
* Dry weather threatens winter crops

More: sizov.report/reports/20601/…

#oatt #blacksea #sizovreport #agwx

Andrey Sizov · @sizov_andre · Sep 25

Another high in $DXY. If we are going to 107-108 not sure if current lows hold in #corn and #wheat

#oatt

Arlan Suderman · @ArlanFF101 · Sep 25

Export inspections for the week ending Sept. 21 (mln bu): #corn 26.0, grain sorghum .01, #soybeans 17.7, #wheat 16.6 #oatt

Arlan Suderman · @ArlanFF101 · Sep 25

Export inspections for shipment to China in the week ending Sept. 21 (mln bu): #corn 5.5, grain sorghum 0.1, #soybeans 11.1, #wheat 4.6 #oatt

Karen Braun · @kannbwx · Sep 25

USDA confirms the sale of 1,661,160 tonnes of U.S. #corn for delivery to Mexico 🌽 About 1.05 mmt is for 2023/24 and about 611kt is for 2024/25.

Andrey Sizov · @sizov_andre · Sep 25

I'm being constantly told #corn sales to Mexico don't count, is it still the case? twitter.com/harleylama/sta…

Farmer/Philosopher · @harleylama · Sep 25

Impossible. There is no demand.

cc: all the market “experts” twitter.com/kannbwx/status…

Andrey Sizov · @sizov_andre · Sep 25

until it does twitter.com/sellis_1994/st…

Stephen Ellis · @sellis_1994 · Sep 25

pic.twitter.com/BvOWc6F4VG twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 25

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Jeff French · @aghedger · Sep 25

Gleaner mafia out strong today

5 out of the 6 combines I saw today on a hour drive

Yields are better than expected in Iowa

200-230 corn

60-70 beans

Andrey Sizov · @sizov_andre · Sep 25

not a kempinski hotel
an abandoned hotel for years
(unless someone secretly was there)

#wheat #corn #blacksea twitter.com/visegrad24/sta…

Visegrád 24 · @visegrad24 · Sep 25

BREAKING:

Russia strikes the Kempinski hotel in Odesa.

The situation looks very serious. pic.twitter.com/hEJ5PPX45g

Andrey Sizov · @sizov_andre · Sep 25

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Andrey Sizov · @sizov_andre · Sep 22

#Wheat keeps fighting with $5.80 level...the biggest puts OI for today's opex at 5.75 & 5.80

#oatt pic.twitter.com/XRbWo7xOwL

Andrey Sizov · @sizov_andre · Sep 25

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Andrey Sizov · @sizov_andre · Sep 22

"The end of the Black Sea #grain deal increased the risk of market-moving attacks from both sides, Sizov added. The successful voyage of another vessel, Resilient Africa...signalled that Ukraine could reopen their sea export route from Odesa and set up a Black Sea grain deal… twitter.com/i/web/status/1… pic.twitter.com/R0YAfvDe6k

Andrey Sizov · @sizov_andre · Sep 25

Moscow attacked Odesa port again. Here's what you need to know if you trade #wheat: sizov.report/reports/20613/

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 25

Moscow attacked Odesa port again.

Here's what you need to know if you trade #wheat: sizov.report/reports/20613/

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 24

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The Passenger · @gordonschuecker · Sep 24

Surprised by how little disruptions there have been so far... Sure there is less ship traffic near Odessa, but the Black Sea looks quite busy overall.

#grain #wheat pic.twitter.com/MejC7LB7fi twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 24

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Prakash · @Prakash01351577 · Sep 24

Usefull information twitter.com/sizov_andre/st…

Karen Braun · @kannbwx · Sep 24

#CropWatch23 #soybeans in Indiana were cut on Saturday. No surprises here, yield was above average but not excellent. Early August rains made this crop, then the flip to dry weather prevented any chances of a record or near-record result.

Market Talk · @markettalkag · Sep 23

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Jim McCormick · @jpmccormick3 · Sep 22

The US needs a lot more rain to get river levels closer to normal.
Drought affecting the River Basins, latest 7-Day QPF forecast & the current Mississippi River level in Memphis. pic.twitter.com/USjpfbBZWr

Market Talk · @markettalkag · Sep 23

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Brevant seeds U.S. · @BrevantseedsUS · Sep 22

✔️ Fertilizer expertise
✔️ Herbicide solutions
✔️ Premium genetics from Brevant® seeds

What more could you want?

#WhyNotRetail @LandusAg pic.twitter.com/RyqbsHhC8U

Market Talk · @markettalkag · Sep 23

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Justin Glisan · @JustinMGlisan · Sep 21

The current #drought23 map shows the introduction of Exceptional Drought (D4) in east-central & NE #IA. At 5% coverage, this is the highest extent of D4 since the USDM was created in 2000. D1-D4 now covers 97% of IA, the widest coverage since early 2013. #IowaClimate #IowaAg pic.twitter.com/HlObt5OrNl

Andrey Sizov · @sizov_andre · Sep 22

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Karen Braun · @kannbwx · Sep 22

🌽CBOT Dec #corn hasn't moved much lately, but there has been a slight downtrend over the last month. Action doesn't look too different from 2013, one of the possible 2023 analogs identified earlier this year. The 2012 analog was disqualified by the end of June. pic.twitter.com/oeg9loJkC7

Market Talk · @markettalkag · Sep 22

Great show today with @davidwidmar from @AgEconomists as we discuss the overall farm economy, interest rates, farmland values and much more. Watch or listen to the show here: markettalkag.com/2023/09/22/fri…

Karen Braun · @kannbwx · Sep 22

🌽CBOT Dec #corn hasn't moved much lately, but there has been a slight downtrend over the last month. Action doesn't look too different from 2013, one of the possible 2023 analogs identified earlier this year. The 2012 analog was disqualified by the end of June.

Karen Braun · @kannbwx · Sep 22

🇦🇷Not new information, but I looked back on this yesterday and it's still hard to grasp just how hard the 2023 growing season was for #soybeans in #Argentina. Yields nearly 50% below trend due to extreme drought. That's either unprecedented or hasn't happened in many decades.

Andrey Sizov · @sizov_andre · Sep 22

#Wheat keeps fighting with $5.80 level...the biggest puts OI for today's opex at 5.75 & 5.80

#oatt

Andrey Sizov · @sizov_andre · Sep 22

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Angie Setzer · @GoddessofGrain · Sep 22

Just a quick 85 cent drop in first half October corn values here locally this week pic.twitter.com/4ijfEnXmEH

Josh Linville · @JLinvilleFert · Sep 22

U.S. #phosphate import duties are getting a lot of attention with multiple groups/parties calling for a big reduction in rate.

If successful, likely not going to help for this fall. Maybe next spring application (at best).

Will not solve all the high price...but it will help.

Josh Linville · @JLinvilleFert · Sep 22

"If you are going to do something, do it right."

Mediapolis ladies volleyball team:

"I got you!!!!" twitter.com/FarmrHuntr/sta…

Ryan Heiniger · @FarmrHuntr · Sep 21

Well that is a pretty cool high school volleyball team pic pic.twitter.com/ACJahbWbAX

Andrey Sizov · @sizov_andre · Sep 22

Kiev conducted a large missile attack on Russian Black Sea Navy HQ in Crimea

#wheat #corn #blacksea #oatt

Andrey Sizov · @sizov_andre · Sep 22

"The end of the Black Sea #grain deal increased the risk of market-moving attacks from both sides, Sizov added. The successful voyage of another vessel, Resilient Africa...signalled that Ukraine could reopen their sea export route from Odesa and set up a Black Sea grain deal… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 22

"The end of the Black Sea #grain deal increased the risk of market-moving attacks from both sides, Sizov added. The successful voyage of another vessel, Resilient Africa...signalled that Ukraine could reopen their sea export route from Odesa and set up a Black Sea grain deal… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 22

Retweeted...

Gaurav kochar · @gaurav_kochar · Sep 21

@sovecon has lowered its forecast for the 2023/24 #wheat production in #Russia by 0.5 million tons to 91.6 million tons.

Andrey Sizov · @sizov_andre · Sep 22

This aged well... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 21

Wonder why my Twitter bubble recently turned bullish #corn. "$5+ soon". OK...it broke out of that triangle. Anything else? Is there a lack of #corn somewhere? DXY up, rates up, crude down, US balance sheet is heavy even with lower yields, we are still below 20DMA.

What am I… twitter.com/i/web/status/1… pic.twitter.com/BUYY5lftcj

Andrey Sizov · @sizov_andre · Sep 22

The second ship, Aroyat, carrying 18K of #wheat to Egypt, left Chornomorsk several hours ago and is now roughly halfway to Romanian waters.

There are three more bulkers on their way to Chornomorsk and Pivdeniy.

More: sizov.report/reports/20578/

#oatt #sizovreport #corn #BlackSea

Andrey Sizov · @sizov_andre · Sep 22

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Vezu Zerno · @UGTC_TRADE · Sep 22

Resilient Africa,which recently sailed from Odesa with Ukrainian grain, successfully and safely reached the Bosphorus. #Ukraine #Africa #Bosporus #Odesa #grain #blacksea #graindeal #wheat #corn twitter.com/sizov_andre/st…

Karen Braun · @kannbwx · Sep 21

🌽As of this week, 58% of U.S. #corn areas are experiencing drought. 34% of corn areas are experiencing severe or worse drought. That is similar to the same weeks in 2003 and 2013. By this pattern I might anticipate drought in 2033 (joking, kinda).

Arlan Suderman · @ArlanFF101 · Sep 21

Today was largely about the risk-off sentiment in the outside markets, but weak export sales did little to embolden the bulls to step into the market. The strong dollar combined with low water levels on the Panama Canal and Mississippi don't help either. #oatt

Andrey Sizov · @sizov_andre · Sep 21

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Adam · @Adam37551705 · Sep 21

$WEAT twitter.com/sizov_andre/st…

Arlan Suderman · @ArlanFF101 · Sep 21

Yields thus far are highly variable thus far this year as expected. It all comes down to #corn on corn, lighter soils and whether you got that timely rain or not. Record corn and #soybean yields in some areas, but disaster in other areas, and everything in between. #oatt

Andrey Sizov · @sizov_andre · Sep 21

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Jacob L. Shapiro · @JacobShap · Sep 21

! twitter.com/sizov_andre/st…

Market Talk · @markettalkag · Sep 21

It was a sea of red on Thursday with a very "risk-off" trading day. We discuss and pick apart the market action in grains, livestock and more with Bryan Doherty from @TotalFarmMktg on today's program! #agnews

Watch or listen to the show here: markettalkag.com/2023/09/21/thu…

Karen Braun · @kannbwx · Sep 21

CPC sees chances for normal to warmer-than-normal weather across the U.S. #Corn Belt in October with a possible wet bias in central and southern areas. Will this be favorable for harvest / fall fieldwork / fall sowing?

Karen Braun · @kannbwx · Sep 21

Strong grain crops in the Black Sea are offsetting losses in rival exporters. IGC sees 23/24 Ukraine #corn and #wheat as well as Russian wheat output higher than previously expected while wheat harvests in Canada, Australia and Argentina shrink.

Karen Braun · @kannbwx · Sep 21

As of mid-session Thursday, November #soybeans are looking at their first settle below all moving averages since early June. A close at $12.96 per bushel (rough price around 11 am CT) would be the lowest since June 29.

Josh Linville · @JLinvilleFert · Sep 21

#urea market still seems to be struggling with direction following this India tender.

Bull's saying India will retender soon and find tight supplies.

Bear's saying all those tons that didn't sell are looking for homes...and not finding many/any.

At least it isn't boring...

Arlan Suderman · @ArlanFF101 · Sep 21

Marketing year to date #corn export sales fall short of the seasonal pace needed to hit this year's USDA target by 95 million bushels, and the deficit is growing. #oatt

Arlan Suderman · @ArlanFF101 · Sep 21

Marketing year to date #soybean export sales fall short of the seasonal pace needed to hit USDA's current year target by 102 million bushels, versus being short by 73 million bushels the previous week. #oatt

Karen Braun · @kannbwx · Sep 21

🇺🇸Last week's sales of U.S. #soymeal were the largest since May and above average for the date. Philippines accounted for about 2/3 of the meal sales. #Corn sales were on the low end of expectations and #soybeans were below. #China had one corn cargo switched from unknown.

Arlan Suderman · @ArlanFF101 · Sep 21

Export sales for the week ending September 14 (mln bu): #corn 22.3, grain sorghum -0.02, #soybeans 16.0, #wheat 11.3 old- & 0.5 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Sep 21

Japan and Mexico were featured buyers of US #corn in the week ending Sept. 14 at a net 7.8 & 5.2 million bushels respectively, while China bought a net 2.8 million switched from unknown. Mexico cancelled another 4.7 million bushels. #oatt

Arlan Suderman · @ArlanFF101 · Sep 21

China bought a net 7.7 million bushels of US #soybeans in the week ending Sept. 14, but 4.0 million of that was a switch from unknown destinations. #oatt

Karen Braun · @kannbwx · Sep 21

USDA confirms the sale of 137,160 tonnes of U.S. #corn for delivery to Mexico. 121,920 tonnes is for 2023/24 and the rest is for 2024/25.

Andrey Sizov · @sizov_andre · Sep 21

Australia's #wheat production is likely to decline further as hot and dry weather in September, a crucial month for crop development, curbs yields, threatening to tighten global supplies.

It seems that we are looking at 22-24 mmt crop vs USDA's 26 mmt

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

Andrey Sizov · @sizov_andre · Sep 21

Hmmm...this doesn't look like a good precipitation outlook for Australian #wheat, does it?

#oatt #agwx

Andrey Sizov · @sizov_andre · Sep 21

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Atria Brokers · @AtriaBrokers · Sep 21

In Sep-Aug 22/23, UA🇺🇦shipped 4.97 MMT of CRUDE SFO🌻, up from 3.98 MMT LY.

EU🇪🇺remained key destinations, volumes grew from 1.71 to 2.26 MMT, mainly on re-export via RO. India🇮🇳moved from 2 to 4 place, volumes fell from 1.04 to 0.63 MMT. China🇨🇳stayed on 3 place, with 0.63 MMT pic.twitter.com/JQoYWjh678

Andrey Sizov · @sizov_andre · Sep 21

SovEcon: Russian #wheat crop forecast down 0.5 MMT amid untimely rains in Siberia

#oatt #blacksea #sizovreport #agwx

More: blog.sizov.report/sovecon-lowers… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 21

SovEcon: Russian #wheat crop forecast down 0.5 MMT amid untimely rains in Siberia

#oatt #blacksea #sizovreport #agwx

More: blog.sizov.report/sovecon-lowers… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 21

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Andrey Sizov · @sizov_andre · Sep 21

Wonder why my Twitter bubble recently turned bullish #corn. "$5+ soon". OK...it broke out of that triangle. Anything else? Is there a lack of #corn somewhere? DXY up, rates up, crude down, US balance sheet is heavy even with lower yields, we are still below 20DMA.

What am I… twitter.com/i/web/status/1… pic.twitter.com/BUYY5lftcj

Andrey Sizov · @sizov_andre · Sep 21

Resilient Africa, the first ship that departed with Ukrainian grain from Odesa terminals after the end of the "#graindeal," has safely reached the Bosporus.

#wheat #corn #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 21

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Andrey Sizov · @sizov_andre · Sep 20

GASC bought 120K with a huge discount...not too friendly #wheat.

Algeria bought wheat at the same price a few days ago...

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

Andrey Sizov · @sizov_andre · Sep 21

Remember those headlines "Russian grain exports are doomed after large trading houses left the country"?
Look who was offering Russian wheat yesterday, among others—our old buddy #Viterra

#oatt twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 20

GASC #wheat tender line-up...no idea why Russia still participates with such ridiculous price ($270)...BG $259 (!) with cheaper freight

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

Andrey Sizov · @sizov_andre · Sep 21

Wonder why my Twitter bubble recently turned bullish #corn. "$5+ soon". OK...it broke out of that triangle. Anything else? Is there a lack of #corn somewhere? DXY up, rates up, crude down, US balance sheet is heavy even with lower yields, we are still below 20DMA.

What am I… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 20

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Midwest Market Sol · @MidwestMarkets · Sep 20

SovEcon cuts Russian 2023 #wheat crop estimate to 91.6 mmts from 92.1 mmts previously. This would still be the 2nd largest crop ever, behind the record set in 2022. #oatt

Andrey Sizov · @sizov_andre · Sep 20

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Arlan Suderman · @ArlanFF101 · Sep 19

My #corn yield model dropped another 2 bushels this week to 171.0 bushels per acre. Using USDA's demand estimates would still put stocks at nearly 400 million bushels over previous year. That's not bullish. My demand estimates would put stocks even higher at 2.05 billion. #oatt

Market Talk · @markettalkag · Sep 20

Between the Federal Reserve, rising energy prices, harvest pressure and more we had plenty to talk about today with Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics! Watch or listen to today's program now! #OATT #agnews #markets #FOMC
markettalkag.com/2023/09/20/wed…

Arlan Suderman · @ArlanFF101 · Sep 20

#oatt twitter.com/firefighter89/…

Susan Littlefield · @firefighter89 · Sep 20

The Wednesday @ChannelSeed #FinalBell #Podcast with @ArlanFF101 Arlan Suderman with @StoneX_Official 🎙️ p.ftur.io/krvnam/23613

Market Talk · @markettalkag · Sep 20

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Reuters · @Reuters · Sep 20

BREAKING: The US Federal Reserve held interest rates steady but stiffened its hawkish stance, with a further rate increase projected by the end of the year reut.rs/46nHdo5

Josh Linville · @JLinvilleFert · Sep 20

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RealAgriculture · @realagriculture · Sep 20

Tune in to #RealAgRadio at 430 E on @RURALRADIO147! Host @ShaunHaney is joined by @JLinvilleFert w/ @StoneX_Official on #fertilizer markets; John Scott on food prices & political postering of politicians in Canada; Cam Dahl of @ManitobaPork on farmers needing to be politically… twitter.com/i/web/status/1… pic.twitter.com/7opybgrgfT

Andrey Sizov · @sizov_andre · Sep 20

1/DXY vs #corn ((

#oatt

Arlan Suderman · @ArlanFF101 · Sep 20

#oatt #corn #soybeans twitter.com/BRNAgNews_Cara…

Carah Hart · @BRNAgNews_Carah · Sep 20

A market analyst says early harvest results for U.S. corn and soybeans aren’t great and the markets could respond higher if results worsen.

@ArlanFF101 says he is expecting a clearer picture on the crop in October. #harvest23
brownfieldagnews.com/news/full-u-s-…

Andrey Sizov · @sizov_andre · Sep 20

Oof

This Kyiev-Warsaw nonsense continues...while everyone involved is looking silly

* That grain import ban is not really important for Poland...its farmers will still need to compete with Ukrainian grain in other countries and in the ports

* It's not a big deal for Ukraine… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 20

GASC bought 120K with a huge discount...not too friendly #wheat

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

RitaBuyse · @ACOMRB · Sep 20

Gasc tender is over pic.twitter.com/3bZJfkdGOH

Andrey Sizov · @sizov_andre · Sep 20

This Kyiev-Warsaw nonsense continues...while everyone involved is looking silly.

RTRS: Poland summoned Kyiv's envoy to the foreign ministry after comments by Ukraine's president on a ban on grain imports angered the government in Warsaw

* The grain import ban is not really… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 20

GASC bought 120K with a huge discount...not too friendly #wheat.

Algeria bought wheat at the same price a few days ago...

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

RitaBuyse · @ACOMRB · Sep 20

Gasc tender is over pic.twitter.com/3bZJfkdGOH

Andrey Sizov · @sizov_andre · Sep 20

Resilient Africa, carrying 3K of Ukrainian grain from Odesa, continues its journey safely. I wonder when they will send the second ship (18K) which should be fully loaded by now. It's better to depart quickly while the story remains off the Kremlin's radar.

#wheat #corn #oatt… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 20

#Wheat remains a dissapoinment for the bulls (surprise).

We were quite optimistic about this week last Friday...(strong buying and week's close, seasonal patterns, spreads, Sep trendline) but those inbound #grain ships in Odesa ruined the party....

#blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 20

#Wheat remains a disappointment for the bulls (surprise).

We were quite optimistic about this week last Friday...(strong buying and week's close, seasonal patterns, spreads, Sep trendline) but those inbound #grain ships in Odesa ruined the party....

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

Andrey Sizov · @sizov_andre · Sep 20

GASC line-up...no idea why Russia still participates with such ridiculous price ($270)...BG $259 (!) with cheaper freight

#oatt #sizovreport #blacksea

Andrey Sizov · @sizov_andre · Sep 20

GASC #wheat tender line-up...no idea why Russia still participates with such ridiculous price ($270)...BG $259 (!) with cheaper freight

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

Andrey Sizov · @sizov_andre · Sep 20

Here's the story behind today's #wheat spike...we suggested selling it

#oatt #blacksea #sizovreport

edition.cnn.com/europe/live-ne…

Arlan Suderman · @ArlanFF101 · Sep 20

#Ethanol stocks rose to a four-week high 21.7 million barrels in the week ending September 15, up from 21.2 million the previous week, but down from 22.5 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Sep 20

#Ethanol production slowed to a 19-week low 980K barrels per day in the week ending September 15, down from 1,039K bpd the previous week, but still above the 901K bpd produced the previous year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Sep 20

The production of #ethanol utilized an estimated 94.7 million bushels of #corn in the week ending September 15, down from 100.4 million the previous week, but up from 88.8 million bushels in the same week last year. #oatt

Arlan Suderman · @ArlanFF101 · Sep 20

The #Ethanol industry has utilized an estimated 209 million bushels of #corn thus far in the first 15 days of the marketing year, down 3 bushels from the first 16 days last year. #oatt

Karen Braun · @kannbwx · Sep 20

USDA confirms the sale of 120,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · Sep 20

Retweeted...

Andrey Sizov · @sizov_andre · Sep 19

Is the sell-off in #wheat over?

The first ship with 3K Ukrainian #grain loaded in Odesa after the end of the "grain deal" most likely has reached safe waters by now. It was near Romania 8 hours ago, it was the last time it reported its position.

The next bigger ship (~18K)… twitter.com/i/web/status/1… pic.twitter.com/O1t3941oqP

Andrey Sizov · @sizov_andre · Sep 19

The first ship with 3K Ukrainian #grain loaded in Odesa after the end of the "grain deal" most likely has reached safe waters by now. It was near Romania 8 hours ago, it was the last time it reported its position.

The next bigger ship (~18K) could follow Resilient Africa… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 19

Is the sell-off in #wheat over?

The first ship with 3K Ukrainian #grain loaded in Odesa after the end of the "grain deal" most likely has reached safe waters by now. It was near Romania 8 hours ago, it was the last time it reported its position.

The next bigger ship (~18K)… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Sep 19

Great show today with Jim McCormick (@jpmccormick3 ) from @AgMarket_Net as we discuss the overall market tone and his thoughts that soybeans will go lower in national yield. We also hear from Ashley Bergthold with @BrevantseedsUS on today's show. #agnews
markettalkag.com/2023/09/19/tue…

Karen Braun · @kannbwx · Sep 19

I'm heartbroken to share that I lost my beloved father Ken on Thursday. It's going to be hard adjusting to a life without him and I'll miss him every single day, but I want the world to know what an amazing, devoted dad I had. I'm so blessed. Love you Dad ❤️

Arlan Suderman · @ArlanFF101 · Sep 19

My #corn yield model dropped another 2 bushels this week to 171.0 bushels per acre. Using USDA's demand estimates would still put stocks at nearly 400 million bushels over previous year. That's not bullish. My demand estimates would put stocks even higher at 2.05 billion. #oatt

Arlan Suderman · @ArlanFF101 · Sep 19

My #soybean yield model was virtually unchanged at 50.0 bpa this week. Ending stocks getting close to the psychological 200 mln bu level. More yield slippage likely IMHO. USDA exports too high, but its crush estimate is too low. #oatt

Arlan Suderman · @ArlanFF101 · Sep 19

Our official StoneX yield estimates are based on our customer survey - 175 bpa for #corn & 50.1 bpa for #soybeans. That will be updated on October 2nd with our next survey, when we should be deep into harvest. #oatt

Josh Linville · @JLinvilleFert · Sep 19

Just realized that I will have been at StoneX for 5 years next month. Was trying to figure out how it seemed that time went by so quick.

Covid...because of Covid...

Andrey Sizov · @sizov_andre · Sep 18

Retweeted...

RitaBuyse · @ACOMRB · Sep 18

(Reuters) - Importers in China have bought large amounts of French wheat in the past week, with traders referring to between 5 and 10 cargoes of about 60,000 tonnes each, in what would be their first purchase of French wheat this season, shipment between November and March.

Market Talk · @markettalkag · Sep 18

Busy show today as we discuss seasonality in the grain markets and more with John Heinberg (@casheagle1) from @TotalFarmMktg and discuss the early harvest weather outlook with Eric Snodgrass (@snodgrss) from @NutrienAgRetail. Video and audio available!
markettalkag.com/2023/09/18/mon…

Josh Linville · @JLinvilleFert · Sep 18

Today is a weird day.

1st, we lose an F-35.

Now, Magic Kingdom in Orlando had its western half of the park shutdown due to a bear being nearby.

Seriously, 2023 is LIT!!!!

foxbusiness.com/lifestyle/disn…

Karen Braun · @kannbwx · Sep 18

🇺🇸U.S. #corn and #soybeans are maturing faster than normal, though harvest is still in the early stages. Spring #wheat harvest is nearly wrapped up and winter wheat is 15% planted.

Josh Linville · @JLinvilleFert · Sep 18

Literally any other period in time - that is crazy and there is no way this is real.

Today - yeah, seems legit... twitter.com/WindyCityWxMan…

WindyCity Weather and News · @WindyCityWxMan · Sep 18

#AVGeek

When you’ve misplaced your #F35 and you retrace your steps hoping to find it pic.twitter.com/sTtnhDjCqR

Karen Braun · @kannbwx · Sep 18

🇨🇳#China's imports of #soybeans, #wheat, #barley and #pork were greater than last year through the first 8 months of 2023. #Corn is down 12%, though the volume is still significantly larger than pre-2020 levels. YTD soy imports are record high.

Market Talk · @markettalkag · Sep 18

Retweeted...

John Heinberg · @casheagle1 · Sep 18

Private exporters reported sales of 123,000 metric tons of #soybeans for delivery to China during the 2023/2024 marketing year.

Josh Linville · @JLinvilleFert · Sep 18

India #urea purchase tender offer info has been released this morning.

BIG discrepancy between the lowest offers (both for VERY small tonnage) and all other offers.

Now we see how offers respond. Will they hold prices up, expecting a retender or will they drop to participate?

Andrey Sizov · @sizov_andre · Sep 18

Retweeted...

Andrey Sizov · @sizov_andre · Sep 18

Why is #wheat down?
Hmmm twitter.com/sizov_andre/st…

Karen Braun · @kannbwx · Sep 18

🌽#CropWatch23 #corn is either at maturity or almost there. No reductions in yield expectations this week, but favorable filling weather last week may have added in Ohio and W Iowa. Kansas field is done and SE IL is in progress.

Karen Braun · @kannbwx · Sep 18

🫛#CropWatch23 #soybeans are turning, and most fields weren't helped by moisture last week (though a couple were). Yield should be better than previously thought in N Dakota, but otherwise producers are sticking with recent expectations. Harvest is fast approaching.

Karen Braun · @kannbwx · Sep 18

🇺🇸U.S. export inspections were in line with expectations last week (#corn toward the higher end). A cargo of corn and about three of #soybeans were inspected for #China at the Gulf. Indonesia & Mexico were the top #wheat destinations.

Josh Linville · @JLinvilleFert · Sep 18

Sometimes you really have to work to make a picture of a fish work for a friend!!

My son is a dork!!!

Karen Braun · @kannbwx · Sep 18

USDA confirms the sale of 123,000 tonnes of U.S. #soybeans for delivery to #China in 2023/24.

Andrey Sizov · @sizov_andre · Sep 18

Why is #wheat down?
Hmmm twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 17

The first two vessels (21K mt DW total) reached the Ukrainian Chornomorsk #grain terminal on Sunday. From our tonight's note:
"...it's important for Kyiv politically to prove that it can ship grain out of the Odesa terminals even without BSGI and Russian participation.

Moscow… twitter.com/i/web/status/1… pic.twitter.com/WPteIQrni8

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Andrey Sizov · @sizov_andre · Sep 15

Deal or No Deal, the Calm on the #Grain Exports Market Is Deceptive

No one needs the #graindeal at the moment, Kyiv included. A lack of progress means that we remain on the path of further escalation in the Black Sea, which sooner or later could lead to a big disruption of… twitter.com/i/web/status/1… pic.twitter.com/g7AmHhMDLg

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Andrey Sizov · @sizov_andre · Sep 15

ZWZ-ZWC spread. It seems that #wheat has its own game to play for now...buyers clearly have been dominating Friday's session. Wheat +9 cents; #corn -4 as a result.

#oatt pic.twitter.com/pIJ9pZDb60

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Andrey Sizov · @sizov_andre · Sep 15

Domestic #wheat prices continue to decline in Russia amid growing harvest pressure. They dropped last week again, to 12,8250 rub/mt ($133/mt).

- Does it make Russian wheat more competitive globally?
- Yes
- Will it imply bigger exports?
- Most likely not, as infrastructure… twitter.com/i/web/status/1… pic.twitter.com/x2IHlWwGqA

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Andrey Sizov · @sizov_andre · Sep 15

Russian crop update 2023:

* Siberia and Urals are too wet
* #Wheat yields remain high; starting #corn yield sets new record
* Wheat crop forecast lowered amid challenging conditions in Siberia
* Winter planting progress close to average

More: sizov.report/reports/20507/…

#oatt… twitter.com/i/web/status/1… pic.twitter.com/uyCNEeKv31

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Andrey Sizov · @sizov_andre · Sep 15

Not a bad price action in Matif #wheat if you are bullish...a spike in volume + 20DMA easily penetrated. This doesn't necessarily mean higher CBOT as weaker EUR is the key driver

#oatt twitter.com/i/web/status/1… pic.twitter.com/E37jdUZX1w

Andrey Sizov · @sizov_andre · Sep 17

The first vessels (21K mt DW total) reached the Ukrainian Chornomorsk #grain terminal on Sunday. From our tonight's note:
"...it's important for Kyiv politically to prove that it can ship grain out of the Odesa terminal even without BSGI and Russian participation.

Moscow is… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 17

The first two vessels (21K mt DW total) reached the Ukrainian Chornomorsk #grain terminal on Sunday. From our tonight's note:
"...it's important for Kyiv politically to prove that it can ship grain out of the Odesa terminal even without BSGI and Russian participation.

Moscow… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 17

The first two vessels (21K mt DW total) reached the Ukrainian Chornomorsk #grain terminal on Sunday. From our tonight's note:
"...it's important for Kyiv politically to prove that it can ship grain out of the Odesa terminals even without BSGI and Russian participation.

Moscow… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 17

Retweeted...

Carnegie Russia Eurasia · @CarnegieRussia · Sep 17

'For now, Black Sea grain is still reaching the global market, prices are falling, and fears of an imminent global famine appear unfounded. But the situation could change rapidly.'
@sizov_andre via @CEIP_Politika.
carnegieendowment.org/politika/90566

Andrey Sizov · @sizov_andre · Sep 17

#wheat #corn #blacksea twitter.com/olkubrakov/sta…

Oleksandr Kubrakov · @OlKubrakov · Sep 16

❗️First civilian vessels use the temporary corridor to reach Ukrainian ports ❗️

After using a temporary corridor to allow ships blocked by Russian aggression to leave the ports of Odesa, Chornomorsk and Pivdennyi, the bulk carriers RESILIENT AFRICA and AROYAT confirmed their… twitter.com/i/web/status/1… pic.twitter.com/5q2HW2lZJ4

Market Talk · @markettalkag · Sep 16

Retweeted...

ISU NC Crops · @nciacrops · Sep 15

Pics from scouting a corn field in NE Wright Co., IA. I did a push test on 100 stalks, 50% of them snapped. Be sure to evaluate fields for standabilty. #isucrops pic.twitter.com/ekabh6DPlG

Market Talk · @markettalkag · Sep 15

We've got @TheTedSpread from @ZanerGroup on today's Market Talk to discuss the overall picture in corn, soybeans and wheat along with what $90 crude oil means for the markets, demand concerns overall and more! #agnews #markets #commodities #OATT

youtu.be/b_0zyUBiDX4

Andrey Sizov · @sizov_andre · Sep 15

ZWZ-ZWC spread. It seems that #wheat has its own game to play for now...buyers clearly have been dominating Friday's session. Wheat +9 cents; #corn -4 as a result.

#oatt

Karen Braun · @kannbwx · Sep 15

🇺🇸NOPA U.S. crush, August 2023:
▪️161.453 million bushels of #soybeans
▪️Below trade guess of 167.8 mbu
▪️-2.5% from Aug 2022
▪️Crush plants took seasonal downtime
▪️#Soyoil stocks 1.25 bln lbs
▪️Well below trade guess of 1.483b
▪️Lowest since Oct. 2017
▪️-20% from Aug. 2022

Andrey Sizov · @sizov_andre · Sep 15

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

Andrey Sizov · @sizov_andre · Sep 15

@SethMeyerMU @CEIP_Politika @CarnegieEndow yes basis is poor
freight / land logistics up
still don't think it will have a substantial impact on planting decisions, esp if we talk about #wheat
(corn could be a bit different)
p&l shouldn't look bad thanks to weaker hryvna
storage capacity is not an issue
check total supply

Andrey Sizov · @sizov_andre · Sep 15

Deal or No Deal, the Calm on the #Grain Exports Market Is Deceptive

No one needs the #graindeal at the moment, Kyiv included. A lack of progress means that we remain on the path of further escalation in the Black Sea, which sooner or later could lead to a big disruption of… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 15

Deal or No Deal, the Calm on the #Grain Exports Market Is Deceptive

No one needs the #graindeal at the moment, Kyiv included. A lack of progress means that we remain on the path of further escalation in the Black Sea, which sooner or later could lead to a big disruption of… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 15

Not a bad price action in Matif #wheat if you are bullish...spike in volume + 20DMA easily penetrated. This doesn't necessarily mean higher CBOT as weaker EUR is the key driver

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 15

Not a bad price action in Matif #wheat if you are bullish...a spike in volume + 20DMA easily penetrated. This doesn't necessarily mean higher CBOT as weaker EUR is the key driver

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 15

EUR is down 6% vs USD since mid-July...are we going to stop here or drop to ~1.05? Matif #wheat wants to know the answer...(me too, by the way)

#oatt #eurusd

Andrey Sizov · @sizov_andre · Sep 15

Russian crop update 2023:

* Siberia and Urals are too wet
* #Wheat yields remain high; starting #corn yield sets new record
* Wheat crop forecast lowered amid challenging conditions in Siberia
* Winter planting progress close to average

More: sizov.report/reports/20507/…

#oatt… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Sep 15

Lot of angst/excitement about the India #urea purchase tender.

To me, it doesn't matter that much.

India will buy what it buys. What this tender does is tell us if China is an exporter or not in the near term. To me, THAT is the story of bullish/bearish markets going forward.

Andrey Sizov · @sizov_andre · Sep 15

Domestic #wheat prices continue to decline in Russia amid growing harvest pressure. They dropped last week again, to 12,8250 rub/mt ($133/mt).

- Does it make Russian wheat more competitive globally?
- Yes
- Will it imply bigger exports?
- Most likely not, as infrastructure… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 15

Retweeted...

Carnegie Politika на русском · @CarnegieRu · Sep 15

Шансы реанимировать зерновую сделку низкие — у Москвы и Киева к этому нет достаточного интереса. Куда более вероятна дальнейшая эскалация в Черном море с последующим ростом мировых цен на зерно, которые до последнего времени быстро снижались. @sizov_andre

carnegieendowment.org/politika/90556 pic.twitter.com/s4eahsalfk

Andrey Sizov · @sizov_andre · Sep 15

The #EU is to announce its Ukrainian grain ban decision today

#wheat #grain #ukraine #policy #oatt

apnews.com/article/ukrain…

Andrey Sizov · @sizov_andre · Sep 15

Retweeted...

Darin D. Fessler ✝️ · @DDFalpha · Sep 15

Overnight #China reported industrial production rose to highest level since April as Beijing’s efforts to try & revive economy continue. #macro

🇨🇳 Industrial Production YoY 4.5%
Previous 3.7%
Consensus 3.9% pic.twitter.com/93VdcUTbiE

Market Talk · @markettalkag · Sep 14

We discuss the markets today, chart action and more with Bryan Doherty from @TotalFarmMktg and also get an early harvest update with Ashley Bergthold from @BrevantseedsUS as combines start to roll in some parts of the Corn Belt. #agnews #markets #OATT
markettalkag.com/2023/09/14/thu…

Josh Linville · @JLinvilleFert · Sep 14

#fertilizer markets relatively quiet today as anticipation builds for the first round of news regarding the India #urea purchase tender.

Biggest concern remains China.

- Will they participate?
- Will they honor commitments on the last tender?

Seems they will determine outcome.

Andrey Sizov · @sizov_andre · Sep 14

Good. At least #Bulgaria remembers the EU concept of common trade policy. The end of the article sounds a bit concerning, though.

"Bulgaria has decided that it will no longer block imports of Ukrainian grain after current restrictions expire....Agriculture Minister Vatev, who… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 14

No one needs the #graindeal at the moment, Kyiv included. A lack of progress means that we remain on the path of further escalation in the Black Sea, which sooner or later could lead to a big disruption of export flows, says my column for @CEIP_Politika / @CarnegieEndow

[RU; Eng… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 14

No one needs the #graindeal at the moment, Kyiv included. A lack of progress means that we remain on the path of further escalation in the Black Sea, which sooner or later could lead to a big disruption of export flows, says my column for @CEIP_Politika / @CarnegieEndow

[RU; Eng… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 14

Time to make up your mind, #corn

Is $5.0-5.05 the next target IF that long downtrend is penetrated? At least a retest of ~$4.73 looks more probable to me at the moment...

#oatt #agwx

Andrey Sizov · @sizov_andre · Sep 14

#blacksea #oatt #wheat #corn #ukraine twitter.com/ZelenskyyUa/st…

Volodymyr Zelenskyy / Володимир Зеленський · @ZelenskyyUa · Sep 14

I am grateful to Bulgaria for its decision not to prolong restrictions on Ukraine’s agricultural exports after September 15th.

I thank PM Nikolai Denkov and his team, as well as Bulgarian parliamentarians who supported this move.

Bulgaria sets an example of true solidarity.

Andrey Sizov · @sizov_andre · Sep 14

Bloomberg: #Cargill Ready to Sell Stake in Russian Grain Terminal to Local Company.

The US giant is waiting for approval from the government to sell its 25% in deep-sea KSK terminal in Novorossiysk to its main shareholder, Delo Group.

#oatt #blacksea

bloomberg.com/news/articles/…

Andrey Sizov · @sizov_andre · Sep 14

Sizov Report Blog: Decline in Russian #wheat prices accelerates

blog.sizov.report/sovecon-declin…

#oatt

farmbucks.com · @farmbuckscom · Sep 14

Retweeted...

PurelyCanadaDurum · @PCFDurum · Sep 14

They have lowered this durum production figure to 4.058 in todays report. twitter.com/pcfdurum/statu…

Andrey Sizov · @sizov_andre · Sep 14

#Russia ships around 5 mmt of #wheat a month - correct, and that's above the last year's pace.
#Ukraine exports down 50% YOY? Muy incorrect..they shipped around 2.5 mmt since the start of the season, +40% YOY

#blacksea #sizovreport twitter.com/moscarielloe/s…

Esteban Moscariello · @moscarielloe · Sep 14

Parece que Rusia continuará promediando exportaciones mensuales récord de trigo cercanas a las 5.0 millones de toneladas métricas. Las exportaciones de trigo de Ucrania son la mitad que el año pasado.

Karen Braun · @kannbwx · Sep 14

🇺🇸U.S. exporters last week sold slightly more #corn than #soybeans, and the bean volume came in near the low end of estimates. #China bought 174kt corn (incl. 165kt switched from unknown) and 296kt beans. Old #soymeal sales may have been switched to new crop.

Arlan Suderman · @ArlanFF101 · Sep 14

Export sales for the week ending Sept. 7 (mln bu): #corn 29.7 current- & 1.0 next-crop; grain sorghum 2.7, #soybeans 25.9, #wheat 16.1 #oatt

Arlan Suderman · @ArlanFF101 · Sep 14

China was the featured buyer of US #corn in the first week of the new marketing year at a net 6.8 million bushels, although 6.5 million of that was a switch from previous purchases by "unknown destinations" #oatt

Arlan Suderman · @ArlanFF101 · Sep 14

China was also the featured buyer of US #soybeans in the week ending Sept. 7 at a net 10.9 million bushels, including a switch of 2.0 million from unknown destinations and a reduction of 2.4 million bushels. #oatt

Arlan Suderman · @ArlanFF101 · Sep 14

China bought a net 2.7 million bushels of US grain sorghum in the week ending Sept. 7, while also taking ownership of 2.7 million previously bought by unknown destinations. #oatt

Andrey Sizov · @sizov_andre · Sep 14

#australia #wheat #oatt twitter.com/adamrgt/status…

Adam Robinson · @AdamRGT · Sep 14

@sizov_andre Qld, Northern NSW, Central NSW will be really struggling with the lack of rain and the heat through September (1/2 of last years production in these areas if not worse), Sthn NSW looks really good, but wants rain, Vic/SA great, WA mixed, national maybe 23-25mmt

Karen Braun · @kannbwx · Sep 14

Agriculture keeps following me:

Andrey Sizov · @sizov_andre · Sep 13

#wheat #oatt #blacksea #sizovreport twitter.com/visegrad24/sta…

Visegrád 24 · @visegrad24 · Sep 13

BREAKING:

Romania announces it has found the wreckage of another Russian drone.

This time, the Russian drone struck Nufarul Victoria, 15 km south of the Ukrainian border.

Romania is a NATO state! pic.twitter.com/n2OfyDl5yF

Market Talk · @markettalkag · Sep 13

Plenty of technical and fundamental analysis on today's program with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics. We discuss the wheat market, soybeans, cattle and more during the show.
markettalkag.com/2023/09/13/wed…

Josh Linville · @JLinvilleFert · Sep 13

Sorry for the lack of updates this week.

Took the family on a short trip to Disney over the weekend. Years are flying by and time for these trips are running out.

Currently at the Big Iron show and headed home tonight.

Should be home in time for a india news to come out!

Andrey Sizov · @sizov_andre · Sep 13

5.4 mmt of Ukrainian #grain exports in jul-sep this year vs 5.8 mmt a year ago reflect the actual situation more accurately than less than two september weeks

#oatt #blacksea #sizovreport twitter.com/kannbwx/status…

Karen Braun · @kannbwx · Sep 13

🇺🇦#Ukraine's grain exports so far in September are down nearly 50% from the same period last year. Traders cite the ongoing disruption at Black Sea ports after Russia's withdrawal from the grain deal.
USDA on Tuesday raised Ukraine's 23/24 wheat exports from Aug, #corn were unch. pic.twitter.com/Q4JgtZTLOg

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

Andrey Sizov · @sizov_andre · Sep 12

SovEcon: Russia's September #wheat exports are estimated at 4.7-5.0 mmt down from 5.3 mmt in August. The main reason for the expected decline is that the infrastructure capacity is now being used at almost 100%.

More: sizov.report/reports/20475/…

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

Karen Braun · @kannbwx · Sep 13

🇺🇦#Ukraine's grain exports so far in September are down nearly 50% from the same period last year. Traders cite the ongoing disruption at Black Sea ports after Russia's withdrawal from the grain deal.
USDA on Tuesday raised Ukraine's 23/24 wheat exports from Aug, #corn were unch.

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

Andrey Sizov · @sizov_andre · Sep 13

Global #wheat stocks came out yesterday substantially below expectations: 258.6 mmt vs 264.4 mmt.

One of the key reasons: there was no revision of the Russian crop, which remained at 85 mmt, an unrealistic number at this stage. 79 mmt (bunker weight) have been harvested already… twitter.com/i/web/status/1… pic.twitter.com/dly8136m1G

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

247AG · @247dotAg · Sep 13

El Niño strengthening. twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 13

Beauty is in the eye of the beholder! - Ralph Nelson Elliott twitter.com/Frye_WSS/statu…

Darren Frye C-165 / S-46 · @Frye_WSS · Sep 13

A couple of charts to go along with Andrey tweet! #oatt #wheat pic.twitter.com/yBtwON0P5I twitter.com/sizov_andre/st…

Karen Braun · @kannbwx · Sep 13

#Wheat stocks-to-use among major exporters in 2023/24 is projected to fall close to 2007/08's all-time low.
The issue is that the upcoming "dip" in wheat S/U keeps being thrown forward (i.e. this was originally forecast for 21/22, then 22/23....)

Andrey Sizov · @sizov_andre · Sep 13

#Wheat is up 30 cents from yesterday's low thanks to below-expectations global stocks and last night's big attack on the Danube (~40 drones vs 20-30 previously).

More: sizov.report/reports/20501/

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

Andrey Sizov · @sizov_andre · Sep 12

Everything you need to know about the Black Sea if you trade #wheat ahead of the session:

* Another attack on Danube
* Russian wheat crop unchanged in WASDE
* Kerch Strait restrictions

More: sizov.report/reports/20499/

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

Andrey Sizov · @sizov_andre · Sep 13

Global #wheat stocks came out yesterday substantially below expectations: 258.6 mmt vs 264.4 mmt.

One of the key reasons: there was no revision of the Russian crop, which remained at 85 mmt, an unrealistic number at this stage. 79 mmt (bunker weight) have been harvested already… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

Brendan Dart 🎯 · @Dartman62 · Sep 13

@sizov_andre Southern NSW is ok but northern NSW less so. Next few weeks will be key if we can catch a rain event or two 🌾

Andrey Sizov · @sizov_andre · Sep 13

Be ready for bad news!
#Australia #wheat twitter.com/peter3DWagga/s…

Peter McInerney · @peter3DWagga · Sep 13

@sizov_andre That is in south west NSW. It is filling and probably needs 40-50mm to do well. As the farmer pointed out, nothing forecast except heat. South east of there has a few weeks longer before we have to make decisions about hay. Lots of areas are not doing well. Be ready for bad news!

Andrey Sizov · @sizov_andre · Sep 13

Retweeted...

Andrey Sizov · @sizov_andre · Sep 12

Australian #wheat precipitation volume doesn't look good...and the forecast is still dry

#oatt #agwx pic.twitter.com/RCgoap995W

Karen Braun · @kannbwx · Sep 13

Always fun when the Trivial Pursuit questions land in my ballpark 🤩

Andrey Sizov · @sizov_andre · Sep 12

#Wheat in #Australia (NSW) doesn't look that bad...

#oatt #agwx twitter.com/Eckfarming/sta…

Nick Eckermann · @Eckfarming · Sep 12

@sizov_andre One good rain would go a long way to get crops to near average but the amount of frost damage is a real unknown factor at this stage in our area but nothing forecast but heat pic.twitter.com/DeGgoTjwBV

Market Talk · @markettalkag · Sep 12

We recapped the USDA #WASDE Report on today's program with Jacob Burks (@jacob1020) from @AgMarket_Net! Plus, a conversation with Tyler Lowy from @TractorZoom during the @MovingIronLLC conference in Nashville, TN! #markets #commodities
markettalkag.com/2023/09/12/tue…

Andrey Sizov · @sizov_andre · Sep 12

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Chris Clayton · @ChrisClaytonDTN · Sep 12

USDA Celebrates 50 Years of the WASDE dtnpf.com/agriculture/we…

Andrey Sizov · @sizov_andre · Sep 12

Everything you need to know about the Black Sea if you trade #wheat ahead of the session:

* Another attack on the Danube
* Russian wheat crop unchanged in WASDE
* Kerch Strait restrictions

More: sizov.report/reports/20499/

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

Andrey Sizov · @sizov_andre · Sep 12

Everything you need to know about the Black Sea if you trade #wheat ahead of the session:

* Another attack on Danube
* Russian wheat crop unchanged in WASDE
* Kerch Strait restrictions

More: sizov.report/reports/20499/

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

Arlan Suderman · @ArlanFF101 · Sep 12

Retweeted...

Market Talk · @markettalkag · Sep 12

Arlan Suderman (@ArlanFF101) from StoneX provided us with a recap and analysis of the September #WASDE Report from USDA. Here is thoughts and reaction to the adjustments made in today's report.
open.spotify.com/episode/5qipXG…

Karen Braun · @kannbwx · Sep 12

What will trendline U.S. #corn yield be set at for 2024? 182+? The past 10 years gives me pause on how aggressive the trend can be.....

Andrey Sizov · @sizov_andre · Sep 12

#Corn is near the June downtrend line, the bulls will need some help from #WASDE to break it...not in a bulls' camp myself unless we see something like 171 bpa today

#oatt

Market Talk · @markettalkag · Sep 12

Retweeted...

Arlan Suderman · @ArlanFF101 · Sep 12

USDA pegged this year's #corn yield at 173.8 bushels per acre, with #soybeans at 50.1 bpa. #oatt

Arlan Suderman · @ArlanFF101 · Sep 12

USDA pegged this year's #corn yield at 173.8 bushels per acre, with #soybeans at 50.1 bpa. #oatt

Arlan Suderman · @ArlanFF101 · Sep 12

Primary focus in WASDE report will be the scope of yield declines for #corn and #soybean yields, with the secondary focus being how much USDA offsets that with demand cuts, especially for corn. #oatt

Arlan Suderman · @ArlanFF101 · Sep 12

6 minutes until USDA WASDE #corn dn 2, #soybeans dn 10, #wheat dn 10, KC dn 10 #oatt

Karen Braun · @kannbwx · Sep 12

🇺🇸U.S. #corn production comes in a bit above expectations (USDA increased harvested area by about 750k acres). #Soybeans come very close to expectations, very minor area adjustment.

Arlan Suderman · @ArlanFF101 · Sep 12

2023-24 ending stocks estimate at 2.221 billion for #corn, 220 million bushels for #soybeans and 615 million for #wheat #oatt

Market Talk · @markettalkag · Sep 12

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Arlan Suderman · @ArlanFF101 · Sep 12

2023-24 ending stocks estimate at 2.221 billion for #corn, 220 million bushels for #soybeans and 615 million for #wheat #oatt

Market Talk · @markettalkag · Sep 12

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Karen Braun · @kannbwx · Sep 12

🇺🇸U.S. #corn production comes in a bit above expectations (USDA increased harvested area by about 750k acres). #Soybeans come very close to expectations, very minor area adjustment. pic.twitter.com/5YKnkEPMOP

Andrey Sizov · @sizov_andre · Sep 12

Retweeted...

Karen Braun · @kannbwx · Sep 12

🇺🇸U.S. #corn production comes in a bit above expectations (USDA increased harvested area by about 750k acres). #Soybeans come very close to expectations, very minor area adjustment. pic.twitter.com/5YKnkEPMOP

Market Talk · @markettalkag · Sep 12

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Arlan Suderman · @ArlanFF101 · Sep 12

USDA raised planted #corn acres to 94.9 million, up from 94.1 million previously. Harvested acres raised a similar amount. #oatt

Arlan Suderman · @ArlanFF101 · Sep 12

USDA raised planted #corn acres to 94.9 million, up from 94.1 million previously. Harvested acres raised a similar amount. #oatt

Andrey Sizov · @sizov_andre · Sep 12

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Jim McCormick · @jpmccormick3 · Sep 12

September WASDE Snapshot pic.twitter.com/eMNcUpsgdE

Arlan Suderman · @ArlanFF101 · Sep 12

#Soybean acreage increases slightly, so USDA cut crush by 10 million and exports by 35 million bushels to partially offset drop in yield. #oatt

Arlan Suderman · @ArlanFF101 · Sep 12

USDA made no change to #corn demand on the U.S. balance sheet considering the drop in yield and the increase in acreage. #oatt

Karen Braun · @kannbwx · Sep 12

🇺🇸Crop adjustments put 23/24 U.S. #corn ending stocks slightly up from August - demand estimates were unchanged. Stocks for #soybeans came down from August but less than expected as USDA cut 23/24 soy exports to 1.79 bbu (down 35mbu).

Karen Braun · @kannbwx · Sep 12

🇧🇷USDA's only change in South American corn/soy was +2 mmt in #Brazil's current #corn crop.

Karen Braun · @kannbwx · Sep 12

The unpopular choice wins again - #corn harvested area was larger than all trade estimates, rising 774k acres versus largest trade guess of 678k and average of 120k.

That increase is historically large but not as much as some of the whispers calling for a million-plus.

Karen Braun · @kannbwx · Sep 12

2023/24 world #wheat stocks is the big surprise coming in well below trade expectations. USDA reduced the wheat crops in Argy, Australia, Canada, EU, UK. Increased Ukraine wheat crop + exports. China's 23/24 imports of #soybeans rose back to 100 mmt (but Brazil gets that biz).

Karen Braun · @kannbwx · Sep 12

🇺🇸USDA's new forecast shows only Ohio notching a new record #corn yield this year. Illinois is seen below 200, Iowa just at it. Big reduction in Nebraska yield but sizable increase in North Dakota.

Market Talk · @markettalkag · Sep 12

Retweeted...

Arlan Suderman · @ArlanFF101 · Sep 12

#Soybean acreage increases slightly, so USDA cut crush by 10 million and exports by 35 million bushels to partially offset drop in yield. #oatt

Market Talk · @markettalkag · Sep 12

Retweeted...

Arlan Suderman · @ArlanFF101 · Sep 12

USDA made no change to #corn demand on the U.S. balance sheet considering the drop in yield and the increase in acreage. #oatt

Karen Braun · @kannbwx · Sep 12

🇺🇸USDA increased U.S. #corn harvested area by 774,000 acres versus the prior estimate, an unusually large jump for this time of year. Here's where that came from:

Karen Braun · @kannbwx · Sep 12

🇺🇸A handful of record or tied yield records for U.S. #soybeans, but national yield was trimmed from August on reductions in top states. Kansas, Wisconsin and Louisiana took major hits.

Karen Braun · @kannbwx · Sep 12

🇺🇸The rise in harvested area for U.S. #soybeans versus June is almost negligible overall, but there were quite a few adjustments by state:

Market Talk · @markettalkag · Sep 12

Arlan Suderman (@ArlanFF101) from StoneX provided us with a recap and analysis of the September #WASDE Report from USDA. Here is thoughts and reaction to the adjustments made in today's report.
open.spotify.com/episode/5qipXG…

Karen Braun · @kannbwx · Sep 12

Trade estimates for Tuesday's USDA reports due at 11 am CT. All eyes will be on U.S. corn & soybeans.

Karen Braun · @kannbwx · Sep 12

🇺🇸LAST MINUTE POLL🌽

If USDA's U.S. #corn production estimate surprises the market on Tuesday, what do you think is the MOST likely culprit?

Andrey Sizov · @sizov_andre · Sep 12

Here's what Australian farmers armed with a dartboard are saying about the new #wheat crop (USDA: 29 mmt; 2022 - 40 mmt)...too dry

#oatt #agwx twitter.com/lawbal44/statu…

Lawrence Balcomb · @lawbal44 · Sep 12

@sizov_andre Give me a dartboard, blindfold me & I’d have more chance of being accurate. 21-22MT at the end of Sept.

Andrey Sizov · @sizov_andre · Sep 12

Australian #wheat precipitation volume doesn't look good...and the forecast is still dry

#oatt #agwx

Andrey Sizov · @sizov_andre · Sep 12

SovEcon: Russia's September #wheat exports are estimated at 4.7-5.0 mmt down from 5.3 mmt in August. The main reason for the expected decline is that the infrastructure capacity is now being used at almost 100%.

More: sizov.report/reports/20475/…

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 12

I wonder how this will age...I do remember that some of their predictions were bizarre

#corn #oatt twitter.com/DTNeeley/statu…

TODDNEELEY · @DTNeeley · Sep 12

Gro Intelligence Yield Models Peg Corn at 182 BPA, Soybeans at 51.6 in Mid-September dtnpf.com/agriculture/we…

Andrey Sizov · @sizov_andre · Sep 12

Retweeted...

Andrey Sizov · @sizov_andre · Sep 12

@cer_hedge Pain is inevitable
Suffering is optional

#wheat #ultramarathon

Market Talk · @markettalkag · Sep 12

Great show today with market analysis from @casheagle1 from @TotalFarmMktg and a look at weather for the week ahead with @snodgrss from @NutrienAgRetail; check it out in video or audio form here: markettalkag.com/2023/09/11/mon…

Andrey Sizov · @sizov_andre · Sep 11

Retweeted...

Andrey Sizov · @sizov_andre · Sep 11

#Wheat is being wheat

#OATT pic.twitter.com/Orez06vhJS

Andrey Sizov · @sizov_andre · Sep 11

Retweeted...

Andrey Sizov · @sizov_andre · Sep 11

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

Karen Braun · @kannbwx · Sep 11

🌽Time for some unlabeled #CropWatch23 #corn ears! Can you tell which belong to which state?

Included in this set: ND, SD, MN, W IA, E IA, W IL, SE IL, IN

Andrey Sizov · @sizov_andre · Sep 11

Retweeted...

Andrey Sizov · @sizov_andre · Sep 11

Why do funds remain such aggressive #wheat sellers?

The funds have made a big pile of cash with their #wheat short strategies since May 2022...the result? I think they probably just got more money to keep repeating this (which means that all wheat growers are doomed).

Thoughts?… twitter.com/i/web/status/1… pic.twitter.com/XPfCApfqRJ

Karen Braun · @kannbwx · Sep 11

#CropWatch23 #soybeans in the Dakotas 🌱
✔️Half inch of rain in South Dakota last week helped maintain high yield expectations. Harvest is 2 wks out.
✔️North Dakota beans are still green and moisture could still help. Heavy dews have helped in the last week.

Josh Linville · @JLinvilleFert · Sep 11

Sounds like very minimal impact to phosphate production in Morocco due to the earthquake (so far)...but don't sleep on it.

Fall application is a stones throw away. Logistics risk is growing by the day.

Talk to your retailer.

Karen Braun · @kannbwx · Sep 11

🇺🇸U.S. #corn is 5% harvested, #cotton 8% harvested, spring #wheat 87% harvested. U.S. corn and #soybeans are maturing faster than normal, and conditions dropped slightly from last week. The 2024 winter wheat crop is 7% planted.

Andrey Sizov · @sizov_andre · Sep 11

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

Andrey Sizov · @sizov_andre · Sep 5

Here’s what you need to know about the Black Sea after the Erdogan-Putin meeting if you trade wheat and corn. Or if you are interested in the “food catastrophe the world faces after the end of the grain deal”. [Long post]

Erdogan-Putin talks: 0 grain deal progress

* Erdogan… twitter.com/i/web/status/1… pic.twitter.com/sjSxZlUzej

Karen Braun · @kannbwx · Sep 11

Big changes for the #CropWatch23 #soybeans in Iowa and Illinois over the past week, especially in W IA. Yield expectations declined for all four fields this week as the last month or so has simply been too dry and the beans are advancing toward maturity now.

Andrey Sizov · @sizov_andre · Sep 11

#Wheat is being wheat

#OATT

Arlan Suderman · @ArlanFF101 · Sep 11

Export inspections for the week ending September 7 (mln bu): #corn 24.6, grain sorghum 5.3, #soybeans 11.4, #wheat 14.9 #oatt

Arlan Suderman · @ArlanFF101 · Sep 11

#oatt #corn #soybeans twitter.com/BigAppleJoeS/s…

BigAppleJoe · @BigAppleJoeS · Sep 11

@DavisMichaelsen is #AgriTalk host this morning with guests Greg Peterson @MachineryPete and Arlan Suderman @ArlanFF101 of @StoneX_Official plus weather update from @BretWaltsWx of @bamwxcom – 10:06 am CT – check agritalk.com for radio station near you.

Arlan Suderman · @ArlanFF101 · Sep 11

Inspections for shipment to China in the week ending September 7 (mln bu): #corn 8.8, grain sorghum 5.2, #soybeans 4.6, #wheat 2.1 #oatt

Karen Braun · @kannbwx · Sep 11

🇺🇸U.S. #corn & #wheat export inspections were at the higher end of expectations last week while #soybeans were on the low end. 2023/24 has officially begun for corn and beans. 223kt corn, 125kt beans, 58kt wheat & 133kt #sorghum were inspected for #China.

Andrey Sizov · @sizov_andre · Sep 11

Why do funds remain so aggressive #wheat sellers?

The funds have made a big pile of cash with their #wheat short strategies since May 2022...the result? I think they probably just got more money to keep repeating this (which means that all wheat growers are doomed).

Thoughts?… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 11

Why do funds remain such aggressive #wheat sellers?

The funds have made a big pile of cash with their #wheat short strategies since May 2022...the result? I think they probably just got more money to keep repeating this (which means that all wheat growers are doomed).

Thoughts?… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 11

Russian #grain market weekly, Sep 04-08, 2023

* #Wheat hits fresh low, is market near bottom?
* September wheat shipments could decline month on month
* Wheat and sunflower markets tumble further
* Siberia and Urals face rain during harvest

More: sizov.report/reports/20475/…

#oatt… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Sep 11

USDA confirms the sale of 185,000 tonnes of U.S. #soymeal for delivery to the Philippines in 2023/24.

Arlan Suderman · @ArlanFF101 · Sep 11

Retweeted...

Rural Radio Network · @RuralRadioNet · Sep 9

Pre USDA-Report Talk 9|9|23 @NESoybeanBoard Weekly Market Roundup with @ArlanFF101 with @StoneX_Official 🎙️▶️ youtu.be/uE4HlI23nms?si… via @YouTube

Andrey Sizov · @sizov_andre · Sep 11

Fresh low in December #wheat today....can we bounce from ~$5.9 level?

#oatt

Andrey Sizov · @sizov_andre · Sep 11

Retweeted...

Andrey Sizov · @sizov_andre · Sep 11

Fresh low in December #wheat today....can we bounce from ~$5.9 level?

#oatt pic.twitter.com/zE4maN12vb

Andrey Sizov · @sizov_andre · Sep 10

Retweeted...

Andrey Sizov · @sizov_andre · Sep 8

SovEcon upped the 23/24 Russian #wheat export forecast to a new-record high. A bigger crop, high carry-in, great exporters' margins and expanding infrastructure are helping the shipments...unless something big happens in the Azov/Black Sea

More: sizov.report/reports/20367/…… twitter.com/i/web/status/1… pic.twitter.com/FtpqNhttAO

Josh Linville · @JLinvilleFert · Sep 9

When flying out of Kansas City, gotta get some @GuysSnacks BBQ chips!!

Market Talk · @markettalkag · Sep 8

We have a great technical discussion on today's show to wrap up the week. Jim Emter with @VanAhnCo is our guest analyst on a rather quiet day of trade Friday. We dive into what the charts are saying and gear up for Tuesday's big September WASDE Report.
youtu.be/eFe5w9mVNQU

Arlan Suderman · @ArlanFF101 · Sep 8

The same is true for global #soybean market share. #oatt

farmbucks.com · @farmbuckscom · Sep 8

Retweeted...

francois bernier · @fbernier64 · Sep 8

Following El nino impact on australian wheat prod since mid august: September rains are far below average, and 15 days projection is not good. Yields will keep on being affected, wheat production forecast should continue to decline gradually. pic.twitter.com/s2yxK1norI

Arlan Suderman · @ArlanFF101 · Sep 8

U.S. loses #corn global market share. #oatt

Josh Linville · @JLinvilleFert · Sep 8

Global #nitrogen markets still on edge with concerns that China is restricting future #urea exports as well as may not honor commitments of 1MMT on the last India tender.

Still believe China would become a major exporter after domestic warehouses are filled, but near term hurts.

Andrey Sizov · @sizov_andre · Sep 8

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Scott Irwin · @ScottIrwinUI · Sep 7

Adjusted for inflation, US farm sector debt in total now back to the peak levels of the 1980s. Farm real estate debt is even higher than the 80s peak. Plenty of liquidity in the sector to weather low grain prices in the short-term, but the debt levels could be a problem if farm… twitter.com/i/web/status/1… twitter.com/FarmPolicy/sta…

Andrey Sizov · @sizov_andre · Sep 8

Another successful hunt for stops near the previous contract low (5.92) in ZWZ....and now we have a new all-time low of ~5.9.

#wheat

Karen Braun · @kannbwx · Sep 8

🇺🇸Even with lighter harvest expectations, U.S. #corn stocks are seen expanding notably into 2024. However, supplies of #soybeans in 23/24 are seen at most equal to 22/23 but likely lower. #Wheat stocks are predicted to build slightly into 2024.

Arlan Suderman · @ArlanFF101 · Sep 8

New-crop #corn on the books to start the new marketing year look to be the 4th lowest of the past decade when next week's data comes in, with #soybeans the 5th lowest of the past 10 years. #oatt

Andrey Sizov · @sizov_andre · Sep 8

Has Matif #wheat bottomed out thanks to a weaker EUR, growing Black Sea tensions, and a delayed European harvest? ~232 EUR looks like a nice support...20DMA penetration could show how strong the bulls are.

#oatt #agwx #blacksea #sizovreport

Karen Braun · @kannbwx · Sep 8

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

Andrey Sizov · @sizov_andre · Sep 8

SovEcon: Ukraine crop and S&D update...crop and potential exports are getting bigger and bigger:

* 2023 crop estimates revised higher on good yields
* 2023/24 export estimates upped on bigger crop

More: sizov.report/reports/20435/…

#wheat #corn #blacksea

Andrey Sizov · @sizov_andre · Sep 8

SovEcon upped the 23/24 Russian #wheat export forecast to a new-record high. A bigger crop, high carry-in, great exporters' margins and expanding infrastructure are helping the shipments...unless something big happens in the Azov/Black Sea

More: sizov.report/reports/20367/…… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 8

Retweeted...

Andrey Sizov · @sizov_andre · Sep 7

Nothing to see here probably...just Moscow attacking the key Danube #grain terminals tonight for the fourth time in the last five days. To put that into perspective: before September there was around one attack a week on average.

More: sizov.report/reports/20472/

#wheat #corn… twitter.com/i/web/status/1… pic.twitter.com/c0QTscVpax

Arlan Suderman · @ArlanFF101 · Sep 8

Export sales for the week ending August 31 (mln bu): #corn 36.8, grain sorghum 2.8, #soybeans 71.2, #wheat 13.6 old- & 0.4 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Sep 8

Mexico was again the featured buyer of U.S. #corn in the week ending August 31 at a net 16.8 million bushels. China bought 3 million bushels during the week. #oatt

Arlan Suderman · @ArlanFF101 · Sep 8

Net #soybean sales to unknown destinations in the week ending August 31 totaled 31.7 million bushels, with China officially buying a net 27.0 million bushels. #oatt

Arlan Suderman · @ArlanFF101 · Sep 8

China was a net buyer of 2.3 million bushels of U.S. grain sorghum in the week ending August 31, along with another 0.3 million going to unknown destinations. #oatt

Karen Braun · @kannbwx · Sep 8

🇺🇸Last week's export sales of U.S. #corn & #soybeans were on the higher end of expectations (for new-crop). #China bought a corn cargo and China+unknown bought 1.6 mmt soybeans. Old-crop #soymeal sales were strong (led by unknown).

Josh Linville · @JLinvilleFert · Sep 8

Chiefs receivers in post game interviews when asked why there were so many dropped passes.

Sorry, I know I'm doubling up but this just felt right.

Josh Linville · @JLinvilleFert · Sep 8

Chiefs receivers tonight.

Andrey Sizov · @sizov_andre · Sep 7

Nothing to see here probably...just Moscow attacking the key Danube #grain terminals for the fourth time in the last five days. To put that into perspective: before September there was around one attack a week on average.

More: sizov.report/reports/20472/

#wheat #corn #blacksea… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 7

Nothing to see here probably...just Moscow attacking the key Danube #grain terminals tonight for the fourth time in the last five days. To put that into perspective: before September there was around one attack a week on average.

More: sizov.report/reports/20472/

#wheat #corn… twitter.com/i/web/status/1…

farmbucks.com · @farmbuckscom · Sep 7

Retweeted...

PurelyCanadaDurum · @PCFDurum · Sep 6

50% 1CWAD, 36% 2CWAD, 14% 3CWAD. twitter.com/PCFDurum/statu…

farmbucks.com · @farmbuckscom · Sep 7

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Granduro · @granduro · Sep 7

The Saskatchewan report estimates the provincial (about 80 % of Canada as a whole) yield of Durum at 23 bu/ac (1.55 t/ha). This is lower than the 2023 yield published a few days ago by StatsCan at 26.8 bu/ac.
www150.statcan.gc.ca/t1/tbl1/en/tv.… pic.twitter.com/0jw182hiem

Andrey Sizov · @sizov_andre · Sep 7

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NInCA · @NadiaInBC · Sep 7

#wheat is such a tough commodity.. given the news below, drought in Canadian prairies, lower Australian output, poorer than expected quality of Russian grain because of the weather.. all these factors should be bullish for wheat price yet it closed red again today. twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 7

Retweeted...

Andrey Sizov · @sizov_andre · Sep 7

The grass is green and #wheat is red...

Meanwhile, the Kremlin seems to conduct another attack on the Danube this night, the third one in a row (!). We have never seen such a frequency of attacks.

An update is in your inbox if you are a sizov.report client

#oatt… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 7

Not sure why “suggest removal of the ban from September 15” which is to expire on September 15, as per Brussels. Or now Bulgaria knows better if it’s expiring or not… twitter.com/acomrb/status/…

RitaBuyse · @ACOMRB · Sep 7

European sources suggest removal of sunflower ban from Sept 15 agricensus.com/Article/Europe…

Andrey Sizov · @sizov_andre · Sep 7

Re fuel shortages that Russian farmers are facing at the moment

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

Andrey Sizov · @sizov_andre · Sep 7

@DeeGLloyd there are some
and prices are sharply up in recent weeks
more a p&l problem for farmers but most likely no direct impact on the harvest & winter planting

Andrey Sizov · @sizov_andre · Sep 7

That uptrend line is broken, and we closed below 600....

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

Andrey Sizov · @sizov_andre · Sep 7

A third session of higher lows in CBOT #wheat, the August downtrend is penetrated....my information bubble starts to talk about a seasonal (big?) reversal. Indeed, the market tends to bottom out around August, but statistics are far from reliable.

Not rushing into a bulls' camp… twitter.com/i/web/status/1… pic.twitter.com/7oVFSI1DHw

Market Talk · @markettalkag · Sep 7

What happened to the soybean market on Thursday? Is it a case of farmer selling or something else ahead of the September WASDE Report? We discuss with Bryan Doherty from @TotalFarmMktg on today's program.

Watch here: youtu.be/hIxF3H0sve4

Andrey Sizov · @sizov_andre · Sep 7

The grass is green and #wheat is red...

Meanwhile, the Kremlin seems to conduct another attack on the Danube this night, the third one in a row (!). We have never seen such a frequency of attacks.

An update is in your inbox if you are a sizov.report client

#oatt… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 5

Here’s what you need to know about the Black Sea after the Erdogan-Putin meeting if you trade wheat and corn. Or if you are interested in the “food catastrophe the world faces after the end of the grain deal”. [Long post]

Erdogan-Putin talks: 0 grain deal progress

* Erdogan… twitter.com/i/web/status/1… pic.twitter.com/sjSxZlUzej

Andrey Sizov · @sizov_andre · Sep 7

"I talked about it with every minister in the #EU that I met; we either build solidarity, because that is acting for the future of the EU, or we do our own thing and stop talking about European solidarity," - #Poland's agriculture minister Telus...

Is he talking about a… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 7

A third session of higher lows in CBOT #wheat, the August downtrend is penetrated....my information bubble starts to talk about a seasonal (big?) reversal. Indeed, the market tends to bottom out around August, but statistics are far from reliable.

Not rushing into a bulls' camp… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Sep 7

🇺🇸Analysts see output for U.S. #corn & #soybeans down from last month's estimates, though expected yield losses are somewhat offset by higher acreages. In my opinion, these projected acreage increases are much less extreme than the trade's reaction to August FSA data had implied.

Andrey Sizov · @sizov_andre · Sep 7

It looks like Russian #wheat crop quality will be even lower than expected...too much rain shortly before/at the start of the harvest in the Urals and Siberia, major spring wheat growers. For Kazakhstan, it's an even bigger issue (see the deep green/blue parts of the map).

More:… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 7

It looks like Russian #wheat crop quality will be even lower than expected...too much rain shortly before/at the start of the harvest in the Urals and Siberia, major spring wheat growers. For Kazakhstan, it's an even bigger issue (see the deep green/blue parts of the map).… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 7

Am I reading this right? No insurance for vessels going to Odesa without restarting the #grain deal?

"Are we happy and able to continue to provide insurances in the event that a corridor can be re-operated and can be re-established? The answer to that is yes," Lloyd's CEO Neal… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 7

Am I reading this right? No insurance for vessels going to Odesa without restarting the #grain
deal?

"Are we happy and able to continue to provide insurances in the event that a corridor can be re-operated and can be re-established? The answer to that is yes," Lloyd's CEO Neal… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Sep 7

🇨🇳#China imported 9.36 million tonnes of #soybeans in August, up 31% from last August but otherwise near normal levels for the month. Marketing YTD (Oct-Aug) imports total 93.7 mmt, up 0.8% from the 20/21's high. Sep-Oct arrivals may fall, however.

Andrey Sizov · @sizov_andre · Sep 7

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Mylton Casaroli Neto · @mylton_neto · Sep 7

SovEcon estima que exportações do #trigo russo na safra 2023/24 atinjam a marca recorde de 48,6 mmt, contra 46,9 mmt registrados na safra anterior. A estimativa de produção para 23/24 está em 92,1 mmt, inferior aos mais de 105 mmt produzidos em 22/23.
Mesmo com uma menor… twitter.com/i/web/status/1… twitter.com/sizov_andre/st…

Arlan Suderman · @ArlanFF101 · Sep 7

For those asking what our StoneX customer survey said a year ago at this point, it was 173.2 bpa for #corn and 51.8 bpa for #soybeans. #oatt

Andrey Sizov · @sizov_andre · Sep 7

Retweeted...

Andrey Sizov · @sizov_andre · Sep 6

#wheat #oatt pic.twitter.com/pG8s3l4rnz

Andrey Sizov · @sizov_andre · Sep 7

Retweeted...

Andrey Sizov · @sizov_andre · Sep 6

Sizov Report Blog: SovEcon upped Russian #wheat export forecast to a new high

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

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 7

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Darin D. Fessler ✝️ · @DDFalpha · Sep 6

@StoneX_Official Sept 2023 Survey:

#Corn 🌽
▫️Yield 175.0 bpa
▫️Production 15.102 B/bu

#Soybeans 🌱
▫️Yield 50.1 bpa
▫️Production 4.144 B/bu pic.twitter.com/0EaygXb9u9

Karen Braun · @kannbwx · Sep 6

#CropWatch23 harvest has begun!

Up first: #corn in Kansas. Expecting above-average but not excellent results.

Andrey Sizov · @sizov_andre · Sep 6

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Vezu Zerno · @UGTC_TRADE · Sep 6

The situation in the Black Sea after Putin's meeting with Erdogan. #Ukraine #Turkey #Russia #Erdogan #Putin #Blacksea #Graindeal

twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 6

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Klaus Gomez-Stimeder · @stimederbsky · Sep 6

Can’t really argue with any of the points @sizov_andre is making here. twitter.com/sizov_andre/st…

Josh Linville · @JLinvilleFert · Sep 6

Current #fertilizer values vs their high set late March/early April 2022:

NOLA Urea - 54% lower
NOLA UAN - 63% lower
Midwest NH3 - 67% lower
NOLA DAP - 48% lower
NOLA MAP - 38% lower
NOLA Potash - 60% lower

All together! One of these things is not like the other one...

Market Talk · @markettalkag · Sep 6

Great analysis on today's program with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics! We talk wheat/crude oil, China/Russia, Iowa crop conditions and much more. Watch our video discussion here: youtube.com/watch?v=H80xbq…

Arlan Suderman · @ArlanFF101 · Sep 6

I'm just the messenger. #corn #soybeans #oatt

Andrey Sizov · @sizov_andre · Sep 6

#corn twitter.com/morrisonmkts/s…

ken morrison · @morrisonmkts · Sep 6

@SoybeanTrader88 reminds of me something a colleague said once 'Everybody has an opinion about the corn market but few can make money with it'

Arlan Suderman · @ArlanFF101 · Sep 6

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Market Talk · @markettalkag · Sep 6

Grains and cattle are holding up well despite outside market pressures on Wednesday. What is driving the buying despite a "risk-off" day in the stock market? We discuss that and more with Arlan Suderman (@ArlanFF101), Chief Commodities Economist at StoneX. markettalk.libsyn.com/midday-comment…

Arlan Suderman · @ArlanFF101 · Sep 6

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Marcelo Teixeira · @tx_marcelo · Sep 6

In some Brazilian port terminals it seems there is basicaly one product being loaded (#corn) with one major destination (#China) pic.twitter.com/OwKpNNe6jT

Arlan Suderman · @ArlanFF101 · Sep 6

This would have implications for Mexico's stated desire to block GMO #corn imports as well. #oatt twitter.com/JarrettRenshaw…

Jarrett Renshaw · @JarrettRenshaw · Sep 6

SCOOP: The Biden administration has asked U.S. energy companies to prepare affidavits documenting how Mexico’s protectionist policies disrupted their investments as Washington prepares to escalate a trade dispute with its neighbor - sources w/ @davelawder

Andrey Sizov · @sizov_andre · Sep 6

#wheat #oatt

Market Talk · @markettalkag · Sep 6

Grains and cattle are holding up well despite outside market pressures on Wednesday. What is driving the buying despite a "risk-off" day in the stock market? We discuss that and more with Arlan Suderman (@ArlanFF101), Chief Commodities Economist at StoneX. markettalk.libsyn.com/midday-comment…

Andrey Sizov · @sizov_andre · Sep 6

And it seems that drone debris fell in Romania…is it explaining today’s #wheat strength?

x.com/mylordbebo/sta… twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 5

Here’s what you need to know about the Black Sea after the Erdogan-Putin meeting if you trade wheat and corn. Or if you are interested in the “food catastrophe the world faces after the end of the grain deal”. [Long post]

Erdogan-Putin talks: 0 grain deal progress

* Erdogan… twitter.com/i/web/status/1… pic.twitter.com/sjSxZlUzej

Karen Braun · @kannbwx · Sep 6

Water levels on the Panama Canal are low after an insufficient rainy season, affecting the passage of vessels. The bottleneck eased by 20% since last week, but draft & traffic limits are expected to remain in place throughout 2024.
reuters.com/world/americas…

Josh Linville · @JLinvilleFert · Sep 6

#urea continues to get a lot of volatility, especially in NOLA September:

Friday - $360
Monday - $450
Tuesday - $390
Wednesday - $430

Nearly $200 worth of volatility for a net $70 gain. All on the back of Chinese export restrictions and shock India purchase tender announcement.

Andrey Sizov · @sizov_andre · Sep 6

Nearby crude/#corn ration is at the highest since 2019....does it mean that corn is too cheap and/or crude is too expensive? Or it doesn't mean anything at all?

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

Andrey Sizov · @sizov_andre · Sep 6

The crude/#corn ration is at its highest since 2019....does it mean that corn is too cheap and/or crude is too expensive? Or it doesn't mean anything at all?

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

Andrey Sizov · @sizov_andre · Sep 6

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The Hutch · @JasonHutchinso3 · Sep 6

Thanks for the insight Andrey! twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 6

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AMIS · @AMISoutlook · Sep 6

Russia starts season with record-high #grain export pace
twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 6

#Corn climbed only 3 cents on bad ratings...keeps ignoring strong #crude. It doesn't look too encouraging for bulls...

#oatt

Andrey Sizov · @sizov_andre · Sep 6

Is #wheat ready for a bounce?...Higher high today and the market is challenging the August downtrend line

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 6

Sizov Report Blog: SovEcon upped Russian #wheat export forecast to a new high

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

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 6

Is #wheat ready for a bounce?...We got a higher high today and the market is challenging the August downtrend line

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 6

Retweeted...

T.J.Jaghdani,PhD · @TinoushJ · Sep 5

با وجود از سر نگرفتن کریدور غلات در دریای سیاه،اوکراین همچنان به صادرات انبوه غلات از مسیر دانوب مشغول است.به علاوه حملات تلافی جویانه اوکراینیها به بنادر دریای سیاه روسیه/پل کریمه امکان اختلال در کل صادرت روسیه را بسیار زیاد کرده.قبلا هم گفتم که روسیه گاراژی بزرگ با در کوچک است twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 6

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Andrey Sizov · @sizov_andre · Sep 5

Here’s what you need to know about the Black Sea after the Erdogan-Putin meeting if you trade wheat and corn. Or if you are interested in the “food catastrophe the world faces after the end of the grain deal”. [Long post]

Erdogan-Putin talks: 0 grain deal progress

* Erdogan… twitter.com/i/web/status/1… pic.twitter.com/sjSxZlUzej

Karen Braun · @kannbwx · Sep 5

🌽This week's U.S. #corn conditions versus the same week a year ago. Overall very similar but big state-level differences.

Market Talk · @markettalkag · Sep 5

Markets felt like they were still on vacation today; we discuss with Brian Splitt (@BJSplitt) from @AgMarket_Net. Also, an updated look at the weather with Eric Snodgrass (@snodgrss) from @NutrienAgRetail & harvest prep with John Long from @BrevantseedsUS.
markettalkag.com/2023/09/05/tue…

Andrey Sizov · @sizov_andre · Sep 5

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Liliane Bivings · @LilianeBivings · Sep 5

Follow @sizov_andre if you actually want to understand what’s happening with Ukraine’s grain exports and the significance (or lack thereof) of restarting the grain deal twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 5

#Corn and #soybeans better rally. Personally have doubts about corn, though, as the funds won't part with their ~ -100K shorts easily.

Thoughts?

#oatt #agwx twitter.com/kannbwx/status…

Karen Braun · @kannbwx · Sep 5

🇺🇸Conditions for U.S. #corn and #soybeans declined significantly in the last week with the widespread hot and dry weather. Spring #wheat is about 3/4 harvested and winter wheat planting has just begun. pic.twitter.com/gQcL44poKL

Karen Braun · @kannbwx · Sep 5

U.S. #soybeans are in worse shape now versus a year ago, but some areas are doing better (eastern belt, mid-south). The lack of rain in the past three weeks has stressed the crops (national conditions were 59% 2 and 3 weeks ago).

Arlan Suderman · @ArlanFF101 · Sep 5

#Soybeans are dropping leaves at a rapid rate. #oatt

Arlan Suderman · @ArlanFF101 · Sep 5

#Corn matures early as well, but well behind the 2012 pace. #oatt

Andrey Sizov · @sizov_andre · Sep 5

Retweeted...

Maroun · @MAROUNagro · Sep 5

muy buen artículo sobre el conflicto entre Rusia y Ucrania. Como puede afectar al mercado de granos.
#blacksea #grains #wheat #Corn twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 5

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WXRISK GRAIN WEATHER · @WxRiskGrains · Sep 5

WOWO WHAT GREAT POST BY MR SIZOV

agwx #oatt #corn #soybeans #wheat #grain #agriculture #Commodities #farming #agtwitter twitter.com/sizov_andre/st…

farmbucks.com · @farmbuckscom · Sep 5

Retweeted...

Market Minute LLC · @MarketMinuteLLC · Sep 5

Crop Conditions 🚨

Corn 🌽
-3% from last week (56% to 53%)

Beans 🌱
-5% from last week (58% to 53%)

Much more bullish numbers than we had seen in last week’s slightly disappointing numbers.

Last week we saw a -2% drop in corn, and just a -1% drop in beans..

Karen Braun · @kannbwx · Sep 5

🇺🇸Conditions for U.S. #corn and #soybeans declined significantly in the last week with the widespread hot and dry weather. Spring #wheat is about 3/4 harvested and winter wheat planting has just begun.

farmbucks.com · @farmbuckscom · Sep 5

Retweeted...

National Farmers · @NatlFarmers · Sep 5

December oats is trying to find double bottom chart support $4.82 ½, after a 4-day break of roughly 40 cent break after a hook reversal down August 30th.

Andrey Sizov · @sizov_andre · Sep 5

Here’s what you need to know about the Black Sea after the Erdogan-Putin meeting if you trade wheat and corn. Or if you are interested in the “food catastrophe the world faces after the end of the grain deal”. [Long post]

Erdogan-Putin talks: 0 grain deal progress

* Erdogan… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Sep 5

As I've said before, this is the type of year that I'd expect my yield models to over-state #corn and #soybean yields. #oatt

Arlan Suderman · @ArlanFF101 · Sep 5

State by state breakdown of #corn condition ratings this week. #oatt

Arlan Suderman · @ArlanFF101 · Sep 5

State by state breakdown of #soybean condition index scores this week. #oatt

Josh Linville · @JLinvilleFert · Sep 5

What...a...day in the #urea market.

Friday saw Sept barges trade $360
Today saw Sept at a high of $450
The last physical trade was $390

That is $150 worth of volatility for a net $30 gain in 2 business days.

Record high prices are behind us...but volatility sure isn't.

Karen Braun · @kannbwx · Sep 5

🇦🇺#Australia cut its #wheat production forecast on Tuesday due to dry weather. ABARES predicted 26.2 mmt in June, but now the wheat crop is seen at 25.4 mmt, down 36% from last year's record. #ElNino usually causes dryness for Aussie crops.

Arlan Suderman · @ArlanFF101 · Sep 5

Retweeted...

Carah Hart · @BRNAgNews_Carah · Sep 5

A fertilizer specialist says several global factors are starting to affect urea prices and farmers might want to talk to local suppliers about securing nitrogen. @JLinvilleFert @brownfield
brownfieldagnews.com/news/global-fa…

Arlan Suderman · @ArlanFF101 · Sep 5

Look for StoneX customer survey production estimates to be released late tomorrow afternoon for #corn and #soybeans, providing insight into the scope of damage done by late season adverse weather. #oatt

Karen Braun · @kannbwx · Sep 5

Frustration for the #CropWatch23 fields in central Kansas as yield potential (esp. for #soybeans) had been strong through much of the season. No rain in 20+ days w/ many days > 100 F. Very poor finish. #Corn should be harvested this week w/ low test weights likely.

Karen Braun · @kannbwx · Sep 5

🇨🇳Heavy rains will continue to be of concern this month for crops in northeast #China.

Andrey Sizov · @sizov_andre · Sep 5

Fresh low in #wheat today...probably more selling ahead. The Black Sea remains off the market's radar, while Erdogan's trip and his comments imply that another escalation in the region is just a matter of time.

Short-term (days/weeks) wheat is likely to remain under pressure,… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 5

OK
Looks like Vlad won this battle twitter.com/Kremlinpool_RI…

Кремлевский пул РИА · @Kremlinpool_RIA · Sep 5

Каждый карандаш должен знать свое место pic.twitter.com/oHktMFu1Le

Karen Braun · @kannbwx · Sep 5

🇺🇸Last week's U.S. export inspections were in line with expectations and included a couple cargoes of both #soybeans and #sorghum out of the Gulf to #China.

Andrey Sizov · @sizov_andre · Sep 5

Retweeted...

Neha Anand · @Neha_1007 · Aug 30

However, Chicago wheat prices are down 14% in a month, with market well supplied by cheap Russian grain. Russia's Sovecon agriculture consultancy raised its forecast for this year's Russian harvest to 92.1 million mt from 87.1 mn tons.

Karen Braun · @kannbwx · Sep 5

USDA confirms the sale of 251,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Josh Linville · @JLinvilleFert · Sep 5

If you haven't already, might be time to talk #nitrogen needs with your supplier.

- China calling for fresh #urea export restrictions to focus on domestic market
- India shocked everyone, calling for a NEW purchase tender

Price ideas up big...so much for quiet market.

Andrey Sizov · @sizov_andre · Sep 4

Retweeted...

Andrey Sizov · @sizov_andre · Sep 4

"If the market gets spooked and if there is a closure of the Kerch Strait, which [transports] 30% of Rus. exports, there will be a rally. In a couple of weeks, prices could skyrocket by several tens of percentage points," Sizov said

#wheat #oatt #blacksea twitter.com/petrkozlov/sta…

Karen Braun · @kannbwx · Sep 4

Iowa and Illinois #CropWatch23 #soybeans over Labor Day weekend. No rain in more than a week. Bean yield is tough to gauge pre-harvest, but the presence of flatter pods indicates the seeds didn't get enough moisture during their critical period. Not much in forecast, either.

Karen Braun · @kannbwx · Sep 4

🌱A really satisfying shot of the Indiana #CropWatch23 #soybeans

Karen Braun · @kannbwx · Sep 4

#CropWatch23 producers in Indiana and Iowa trimmed yield expectations for #corn because the crop is moving too fast toward maturity and there has been no rain in a while. Above average yields are still anticipated, but the potential was greater just a couple weeks ago.

Andrey Sizov · @sizov_andre · Sep 4

WTO?? This does look like a strange way to deal with the Eastern EU import ban...

"Ukraine is threatening to take Brussels and #EU member countries to the World Trade Organization if they fail to lift restrictions on its agricultural exports to the bloc this month."… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Sep 4

Retweeted...

Karen Braun · @kannbwx · Sep 4

#CropWatch23 producers in Indiana and Iowa trimmed yield expectations for #corn because the crop is moving too fast toward maturity and there has been no rain in a while. Above average yields are still anticipated, but the potential was greater just a couple weeks ago. pic.twitter.com/KNh4znDwDt

Andrey Sizov · @sizov_andre · Sep 4

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Claudio Gianni · @ClaudioGianni · Sep 2

Trigo ruso en el mercado interno en el equivalente a USD 132 y cayendo por presión de cosecha... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 4

Longer-term #corn target: Around 1220..... twitter.com/rohlfs_werner/…

Werner Rohlfs · @rohlfs_werner · Sep 3

#CORN will soon reach a significanr low IMO:

62% retracement (weekly chart): ~443
138% extension for last wave down (daily chart): ~443
in 2nd half of September 2023.
Then up!!!

Longer-term target: Around 1220 in 2024/5 (not shown)

@jeffpeterson01 @kannbwx @sizov_andre pic.twitter.com/faGmvtqZxd

Andrey Sizov · @sizov_andre · Sep 4

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Darren Frye C-165 / S-46 · @Frye_WSS · Sep 4

Disastrous finish to 2023 US crop collides with war escalation! Funds will keep selling until that doesn’t work! #oatt pic.twitter.com/dAp6KaduIS twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Sep 4

Matif #wheat slightly weaker today, CBOT closed until evening.

More attacks on the Crimean Bridge and Danube terminals during the weekend...Erdogan and Putin are meeting today to discuss the "grain deal".

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 4

Lots of Black Sea news today:

* GASC buys Russian #wheat below the price floor
* Putin and Erdogan discuss #graindeal
* Attacks on the Danube and Crimean Bridge
* Kyiv says that Russian drones fell in Romania

More: sizov.report/reports/20419

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Sep 4

Retweeted...

Andrey Sizov · @sizov_andre · Aug 31

Another session....another low in SRW #wheat...595...that could encourage more selling.

Where's your next target for zwz? 580-586?

#oatt pic.twitter.com/aU4jaqbyyQ

Andrey Sizov · @sizov_andre · Sep 4

"If the market gets spooked and if there is a closure of the Kerch Strait, which [transports] 30% of Rus. exports, there will be a rally. In a couple of weeks, prices could skyrocket by several tens of percentage points," Sizov said

#wheat #oatt #blacksea twitter.com/petrkozlov/sta…

козлов · @petrkozlov · Sep 4

"If the grain deal is not restored, it means that the entire waters of the Black Sea are turning into a foothold for an unrestricted military confrontation," insider told MT. feat. @sizov_andre themoscowtimes.com/2023/09/04/put…

Josh Linville · @JLinvilleFert · Sep 3

7th grade isn't too young to work on agility. Start that work now and imagine what can be done by senior year!!

Josh Linville · @JLinvilleFert · Sep 1

Sorry for the lack of #fertilizer update today. Focused on finishing the September newsletter.

That said, I just hit send on the #farmer fertilizer newsletter. Should be hitting your inboxes soon! Videos will go out Tuesday!

Thanks for all that are subscribed.

Karen Braun · @kannbwx · Sep 1

Speculators bought CBOT #corn futures & options in the week ended Aug. 29, trimming their net short to 87k contracts. They bought almost 33k f&o contracts of CBOT #soybeans (net long now 91k) as futures hit one-month highs.

Market Talk · @markettalkag · Sep 1

Back in studio after a successful week at @FPShow 2023. We take a look at the quiet markets heading to the holiday weekend with DuWayne Bosse from @boltmarketing1 on Friday's program. #agnews #markets #commodities #OATT #grains #livestock
markettalkag.com/2023/09/01/fri…

Karen Braun · @kannbwx · Sep 1

🇧🇷#Brazil is allowing some farmers in Mato Grosso to start planting #soybeans before Sept. 15 as this year's El Nino could cause early onset of dry season, putting second crops (cotton, corn) at risk.

Arlan Suderman · @ArlanFF101 · Sep 1

Rainfall ranks by crop reporting district versus the past 131 years of weather data for the 2nd half of August shows it was one of the driest on record in central corridor of the country. #corn #soybeans #wheat #oatt

Arlan Suderman · @ArlanFF101 · Sep 1

StoneX Brazil customer survey puts current safrinha #corn crop at 109.08 mmt, up from 108.32 mmt previous month. Total corn production at 139.99 mmt, up from 139.23 mmt previously. @StoneX_Official #oatt

Karen Braun · @kannbwx · Sep 1

USDA confirms the sale of 198,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24 (starts today).

farmbucks.com · @farmbuckscom · Sep 1

Retweeted...

Peak Trading Research · @PeakTrading · Sep 1

#Wheat 🌾 was the worst-performing commodity market in August, down -13%
📉. The drivers: Harvest pressure, Black Sea flow workarounds, bearish price seasonals, and the strong U.S. dollar. pic.twitter.com/x2ytvqwBdC

farmbucks.com · @farmbuckscom · Aug 31

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Gaurav kochar · @gaurav_kochar · Aug 30

#Australia has sent its first shipment of #barley to #China after the cancellation of #import tariffs by #Beijing. Prior to the imposition of tariffs in 2020, China had been the largest buyer of Australian barley.

farmbucks.com · @farmbuckscom · Aug 31

Retweeted...

Gaurav kochar · @gaurav_kochar · Aug 31

According to StatsCan, the #wheat production in 2023/24 in Canada is forecasted to reach 29.5 million tons (down by 14% compared to 2022/23), marking the second weakest performance in the last 8 years. The canola production is projected to reach 17.6 million tons (down by 6%, and… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Aug 31

Retweeted...

Todd E. Gleason🎙🇺🇸 · @commodityweek · Aug 31

Aug 31 | Closing Market Report
from the ILLINOIS Tent #FPS23

- Josh Linville, @JLinvilleFert
- Giovani Preza-Fontes, ILLINOIS
- Rami Fakhouri, StoneX

share.transistor.fm/s/179fb825

Karen Braun · @kannbwx · Aug 31

August has been a tale of two halves when it comes to U.S. weather. Many areas of the #Corn Belt saw mild and wet conditions early on, but the second half of the month has been warm and very dry. Data shown through Aug. 30.

Josh Linville · @JLinvilleFert · Aug 31

Checking out the farm progress show between interviews. Lot of neat things to check out.

I mean, I cannot afford any of it but still neat to see!!!

Arlan Suderman · @ArlanFF101 · Aug 31

New-crop #corn and #soybean sales on the books are set to start the new marketing year with the 2nd slowest start of the past 18 & 15 years respectively. Only 2019 was slower when China was battling African Swine Fever and we were in a trade war. #oatt

Arlan Suderman · @ArlanFF101 · Aug 31

The Panama Canal Authority is reportedly holding auctions to allow ships to jump the que to avoid long costly waits. One shipper paid $2.4 million to do so, above the normal transit fee of $400K. That will hurt U.S. exports to Asia via the Gulf this fall. #corn #soybeans #oatt

Arlan Suderman · @ArlanFF101 · Aug 31

Export sales for the week ending August 24 (mln bu): #corn 41.9, grain sorghum 10, #soybeans 39.4, #wheat 12.1 old- & 0.6 new-crop #oatt

Karen Braun · @kannbwx · Aug 31

🇺🇸#Wheat export sales were weaker than some estimates predicted, but they did include two cargoes to #China (110kt total). China bought a small volume of old-crop #soybeans. New-crop beans were sold to unknown, China and Mexico. Mexico bought 644kt new-crop #corn.

Arlan Suderman · @ArlanFF101 · Aug 31

China was the featured buyer of U.S. #soybeans in the week ending August 24 at 18.3 million bushels, although it's purchases are still well below normal for this time of year, while it continues to buy from Brazil for fall delivery. #oatt

Arlan Suderman · @ArlanFF101 · Aug 31

USDA confirmed chatter in the cash market that China bought 2 cargoes of SRW #wheat in the week ending August 24 #oatt

Karen Braun · @kannbwx · Aug 31

USDA confirms the sale of 132,000 tonnes of U.S. #soybeans for delivery to #China in 2023/24.

Arlan Suderman · @ArlanFF101 · Aug 31

China bought 12.6 million bushels of U.S. grain sorghum in the week ending August 24, altho 2.7 million of that was switched from previous purchases by "unknown destinations" #oatt

Andrey Sizov · @sizov_andre · Aug 31

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Andrey Sizov · @sizov_andre · Aug 30

Russian ruble #wheat prices started to fall after a long rally thanks to harvest pressure

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport

Andrey Sizov · @sizov_andre · Aug 31

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Andrey Sizov · @sizov_andre · Aug 30

An impressive reversal in $DXY

#oatt #wheat #corn #soybeans pic.twitter.com/tZHtl2umeW

Andrey Sizov · @sizov_andre · Aug 31

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Andrey Sizov · @sizov_andre · Aug 30

This aged well...#GASC

BBG (yesterday): “Russian #wheat has lost its competitive edge because of the price floor and the competition with Romania and Bulgaria,” said Sizov.... Those countries have a big crop and high carryover stocks, he said. Crops in Romania and Bulgaria make… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Aug 31

After a two-month rally, domestic prices for Russian milling #wheat have started to drop. We think this trend will continue thanks to growing harvest pressure. Will it help Russian exports? It should, but: infrastructure remains a bottleneck, the government continues to mess with… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Aug 31

Another session....another low in SRW #wheat...595...that could encourage more selling.

Where's your next target for zwz? 580-586?

#oatt

Andrey Sizov · @sizov_andre · Aug 31

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

• Russia starts season with record-high grain export pace
• Saudi Arabia becomes Russia’s top grain buyer in July
• #Wheat export forecast upped to new peak amid record-high sales

More: sizov.report/reports/20367/…

#oatt

farmbucks.com · @farmbuckscom · Aug 30

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Chuck_Penner · @LeftFieldCR · Aug 30

Thought this might be interesting. StatsCan's 2023 yields versus the olympic average (last 5 years, high & low removed).

Pulses & durum took the biggest hits. pic.twitter.com/fmU0KI5pG9

Josh Linville · @JLinvilleFert · Aug 30

FYI for all on the #farmer #fertilizer newsletter.

My goal is to get the newsletters approved and sent Friday. Videos will not go out until Tuesday with the holiday. My apologies for that.

Still time to get signed up/registered on the link below:

subscribe.stonex.com/farmer-fertili…

Josh Linville · @JLinvilleFert · Aug 30

Global #urea markets remain under pressure as they have since the conclusion of the last India purchase tender.

There has been a notable lack of demand since then. Lot of tons are produced daily so without sales, pressure builds quickly.

Still, today values look good vs grains

Andrey Sizov · @sizov_andre · Aug 30

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Andrey Sizov · @sizov_andre · Aug 30

Another GASC #wheat tender....and another line-up with ridiculously expensive Russian offers. Romania and Bulgaria are way more competitive, even France could sell at $259 FOB vs RU $270

#oatt #blacksea #sizovreport pic.twitter.com/CCfh5uItks

Andrey Sizov · @sizov_andre · Aug 30

Russian ruble #wheat prices started to fall after a long rally thanks to harvest pressure

blog.sizov.report/russian-wheat-…

#oatt #blacksea #sizovreport

Arlan Suderman · @ArlanFF101 · Aug 30

#Ethanol stocks fell to a 19-month low 21.6 million barrels in the week ending August 25, down from 22.8 million the previous week and down from 23.5 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Aug 30

#Ethanol production fell to a three-month low 1,007K barrels per day in the week ending August 25, down from 1,048K bpd the previous week, but up from 970K bpd the previous year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Aug 30

The production of #ethanol utilized an estimated 99.5 million bushels of #corn in the week ending August 25, down from 103.5 million the previous week, but up from 95.8 million bushels in the same week last year. #oatt

Arlan Suderman · @ArlanFF101 · Aug 30

Marketing year to date estimated #corn use for #ethanol totals 5.111 billion bushels, with 6 days left in the year, if my calculations are correct, likely leaving us short of USDA's target. #oatt

Andrey Sizov · @sizov_andre · Aug 30

An impressive reversal in $DXY

#oatt #wheat #corn #soybeans

Arlan Suderman · @ArlanFF101 · Aug 30

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Susan Littlefield · @firefighter89 · Aug 29

The Tuesday @FontanelleSeed #FinalBell #Podcast with @ArlanFF101 with @StoneX_Official 🎙️ p.ftur.io/krvnam/23359

Market Talk · @markettalkag · Aug 30

A busy day number one from @FPShow 2023 as we talked with @AgoroCarbonUS on Tuesday's show. We also talked with @Rabobank Farm Inputs Analyst Sam Taylor on Tuesday's program! #FPS2023 #agnews
markettalkag.com/2023/08/30/tue…

Andrey Sizov · @sizov_andre · Aug 30

Another GASC #wheat tender....and another line-up with ridiculously expensive Russian offers. Romania and Bulgaria are way more competitive, even France could sell at $259 FOB vs RU $270

#oatt #blacksea #sizovreport

Karen Braun · @kannbwx · Aug 30

USDA confirms the sale of 266,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.

Andrey Sizov · @sizov_andre · Aug 30

This aged well...#GASC

BBG (yesterday): “Russian #wheat has lost its competitive edge because of the price floor and the competition with Romania and Bulgaria,” said Sizov.... Those countries have a big crop and high carryover stocks, he said. Crops in Romania and Bulgaria make… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Aug 30

Everything you need to know about the Black Sea if you trade #wheat ahead of the session:

* GASC tender
* Largest drone attack on Russia
* Turkey's Minister of Foreign Affairs visits Moscow after Kyiv ahead of Erdogan's trip

More: sizov.report/reports/20362/

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

Andrey Sizov · @sizov_andre · Aug 30

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Jeremey Frost · @FearlessGrain · Aug 29

Yet #wheat keeps making new lows. Where is the demand? Where is the war premium? twitter.com/sizov_andre/st…

Josh Linville · @JLinvilleFert · Aug 29

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AgriTalk Radio · @agritalk · Aug 29

Important conversations on this AM's #AgriTalk. @ChipFlory talked global grain transport issues w/@keriksen @SPGCIAg, fertilizer fundamentals w/@JLinvilleFert @StoneX_Official and heard why it is important to identify soybean diseases from @alisonrISU. agritalk.com

Arlan Suderman · @ArlanFF101 · Aug 29

#oatt twitter.com/agripulse/stat…

Agri-Pulse Communications · @agripulse · Aug 29

Hear @ArlanFF101 @StoneX_Official at the Kansas City Ag Outlook Summit on Sept. 25. Register today. bit.ly/2023AgOutlook pic.twitter.com/3qTbyhpv8V

Arlan Suderman · @ArlanFF101 · Aug 29

#oatt twitter.com/michellerookag…

Michelle Rook · @michellerookag · Aug 29

Markets Now Video: #Grains lower on fund selling and better than expected row crop ratings. #Wheat falls on poor demand. #Cattle consolidate after chart breakout, contract highs in feeders Monday, #hogs slide. @ArlanFF101 @StoneX_Official has details.
agweb.com/markets/market…

Arlan Suderman · @ArlanFF101 · Aug 29

#oatt twitter.com/michellerookag…

Michelle Rook · @michellerookag · Aug 29

Markets Now podcast: #Grains lower on fund selling and better than expected row crop ratings. #Wheat falls on poor demand. #Cattle consolidate after chart breakout, contract highs in feeders Monday, #hogs slide. @ArlanFF101 @StoneX_Official has details.
omny.fm/shows/markets-…

Andrey Sizov · @sizov_andre · Aug 29

I've seen similar stuff in Nepal's Himalayas on the Annapurna trek
(That's why I hiked...) twitter.com/fasc1nate/stat…

Fascinating · @fasc1nate · Aug 29

Could you be a bus driver in the Andes? pic.twitter.com/94I4zrEQEw

farmbucks.com · @farmbuckscom · Aug 29

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RitaBuyse · @ACOMRB · Aug 29

In 2023, Canadian farmers are projected to produce more corn for grain and soybeans, but less wheat, canola, barley and oats, compared with 2022, according to recent yield model estimates using satellite imagery and agroclimatic data.

www150.statcan.gc.ca/n1/en/daily-qu… pic.twitter.com/Ta7aBi8678

Andrey Sizov · @sizov_andre · Aug 29

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Jeff French · @aghedger · Aug 29

Outside-down day in CZ.....that is a turnaround Tuesday

Technically not good and opens door to lower prices

$4.74 next downside target

8th time this month corn has tried to close over $5.00 and failed; today's high 4.99 1/2

Andrey Sizov · @sizov_andre · Aug 29

#wheat

Andrey Sizov · @sizov_andre · Aug 29

Retweeted...

Andrey Sizov · @sizov_andre · Aug 28

It seems that #Uralchem's Mazepin power has substantially increased in recent years. Among other things: they were the largest supplier of #ammonia via the pipeline to Odesa, which Moscow is desperately trying to restart in connection to the #graindeal

BBG: Russia is considering… twitter.com/i/web/status/1… pic.twitter.com/Fq2RnAgP3h

Andrey Sizov · @sizov_andre · Aug 29

SovEcon: The domestic #wheat market reversed last week after 10+ weeks of growth. The average price dropped ~2$ to $139/mt on harvest pressure and declining demand both from exporters and domestic consumers.

Should it help Russian wheat regain its competitive edge at FOB? It… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Aug 29

N.A. #phosphate market should be on alert regarding Hurricane Idalia. Storm surge seems to be the biggest concern. With Florida production barge/vessel loading in Tampa Bay area, could see loading affected for a short time.

Florida is built for winds but storm surge could hurt

Andrey Sizov · @sizov_andre · Aug 29

DJ: StatCan - Canadian #wheat production is forecast to fall by 14.2% from last year to 29.5 mmt (USDA: 33.0 mmt).

The anticipated decrease in total wheat production is largely attributable to spring wheat, which is predicted to fall by 14.5% to 22.1 million tons.

Oats knew...… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Aug 29

Another ugly day for Kansas #wheat...SRW also doesn't look good. Both contracts are a few ticks above their all-time lows. Will we bounce from 7.36 / 6.08? The seasonality could help and #corn which is mostly flat this week could provide some support...

#oatt #sizovreport

Karen Braun · @kannbwx · Aug 29

USDA confirms the following U.S. export sales for delivery to unknown destinations in 2023/24:
▪️246,100 tonnes of #soybeans
▪️105,000 tonnes of #soymeal

2023/24 starts on Sept. 1. Also, these two shipments are not necessarily heading to the same unspecified destination.

Andrey Sizov · @sizov_andre · Aug 29

$DXY is pushing higher after breaking the March downtrend. However, the broad commodities index continues to rise thanks to energy (?)...something is not matching.

Chart: $DXY vs inverted BBG comms index

#oatt

Market Talk · @markettalkag · Aug 29

Also got a sneak peak at some of the latest from @JohnDeere at this year’s @FPShow in Decatur. Make sure to check out their new 1 Series Baler, the See and Spray technology and more! -Jesse

Market Talk · @markettalkag · Aug 29

Got a small preview of @FPShow this afternoon with the @CLAAS_America Ride and Drive media event. Looking forward to the next few days of the show! -Jesse

Andrey Sizov · @sizov_andre · Aug 28

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Karen Braun · @kannbwx · Aug 28

CBOT November #soybeans are relatively expensive versus December #corn at a ratio of 2.83-to-1 on Monday, the date's highest since 2016. Still watching that 2013 comparison.... pic.twitter.com/L8cGDUNSD9

Andrey Sizov · @sizov_andre · Aug 28

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Jeff Peterson · @jeffpeterson01 · Aug 28

ProFarmers #Corn yield estimate resluts #oatt pic.twitter.com/ElWPtmno7J

Andrey Sizov · @sizov_andre · Aug 28

Is Drake going to be the next Salvador’s president? twitter.com/reuters/status…

Reuters · @Reuters · Aug 28

El Salvador's Bukele shows strong lead for 2024 vote -opinion poll reut.rs/3KVxHQr pic.twitter.com/O919gRijgt

Karen Braun · @kannbwx · Aug 28

CBOT November #soybeans are relatively expensive versus December #corn at a ratio of 2.83-to-1 on Monday, the date's highest since 2016. Still watching that 2013 comparison....

farmbucks.com · @farmbuckscom · Aug 28

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Chuck_Penner · @LeftFieldCR · Aug 28

Pulse markets in India all looking friendly (unless you're a consumer). pic.twitter.com/v16nMfBzZw

Karen Braun · @kannbwx · Aug 28

🇺🇸Crop conditions for U.S. #corn & #soybeans fell this week after a hot & dry spell, though the decline was less than expected. Another dry week is in progress. Spring #wheat harvest is behind average pace but in line with expectations.

Andrey Sizov · @sizov_andre · Aug 28

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Dale Durchholz · @Grain_Cycles · Aug 28

I’ve gone through the dataset from the @profarmer tour. I compare it back to their history, history of the data details of USDA’s Sept reports to estimate a USDA yield of the same 7 states, and then a national yields for USDA’s Sept rpt. I see 172 for #corn and 49.9 for #soybeans

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