Farmbucks News

Pro Farmer · @profarmer · Jan 22

Panamanian authorities have initiated an audit of Panama Ports Co., a subsidiary of Hong Kong billionaire Li Ka-shing’s CK Hutchison Holdings Ltd., which operates two ports adjacent to the Panama Canal, according to Bloomberg.

The move follows President Donald Trump’s renewed… x.com/i/web/status/1… pic.x.com/JaBkvykqWH

Andrey Sizov · @sizov_andre · Jan 22

Is the 4-month rally in $DXY over? 🤔
#Wheat wants to know…

[The chart suggests it could be.] 📉

#oatt #sizovreport #grains pic.x.com/xksbzsPPnH

Andrey Sizov · @sizov_andre · Jan 22

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Andrey Sizov · @sizov_andre · Jan 21

#Wheat is sharply higher on a weaker dollar amid no immediate US tariff hikes.

Chart: CBOT wheat vs inverted #DXY

#oatt #sizovreport pic.x.com/Peqt37YVdL

Andrey Sizov · @sizov_andre · Jan 22

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Andrey Sizov · @sizov_andre · Jan 21

Optimism is rising in Ukrainian bonds on higher truce/peace expectations with the new US administration. 📈

The Black Sea, a key global grain hub, stays in focus as regional news could drive grain prices, especially #wheat.

We help our clients stay ahead of the market ->… x.com/i/web/status/1… pic.x.com/mL2GltrraA

Karen Braun · @kannbwx · Jan 21

🌽CBOT March #corn maxed out at $4.90-1/2 per bushel on Tuesday, the most-active contract's highest since Dec. 8, 2023. However, RSI = 74 suggests overbought conditions.

Corn is up 6.9% so far in 2025. Only 2 years of the last 20 had a stronger first 3 weeks of Jan: 2021, 2008. pic.x.com/dGq4EQaaNf

Pro Farmer · @profarmer · Jan 21

March cotton failed a test of the 10- and 20-day moving averages, currently trading at 67.71 cents and 68.14 cents, though support at 67.29 cents held throughout the session.

Nonetheless, cotton bears continue to firmly grasp the near-term technical advantage.

Karen Braun · @kannbwx · Jan 21

🫛CBOT March #soybeans rose 3.2% on Tues and topped at $10.68 per bu, the most-active contract's highest since Sep 30. Argy is dry, Brazil harvest slow, no new Trump tariffs.

Beans are +5.6% so far in 2025. Of last 20 yrs, only 2022 & 2017 had equal or larger gains by this date. pic.x.com/iLqQW7dMls

Arlan Suderman · @ArlanFF101 · Jan 21

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Market Talk · @markettalkag · Jan 21

After the three day weekend we saw soybeans, meal and wheat shoot higher on Tuesday with corn following and livestock mixed. Arlan Suderman (@ArlanFF101) with @StoneX_Official joined us to discuss in our Midday Commentary for Tuesday. #OATT #agnews

markettalk.libsyn.com/midday-comment…

Arlan Suderman · @ArlanFF101 · Jan 21

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Michelle Rook · @michellerookag · Jan 21

Markets Now audio podcast: @ArlanFF101 @StoneX_Official says #grain prices surge on lack of tariffs, China rumors and weather. Can the market build on it? #Livecattle up on another week of record cash. @AgDayTV @FarmJournal
omny.fm/shows/markets-…

Market Talk · @markettalkag · Jan 21

Tuesday was quite possibly a profitable day for producers as soybeans, meal and wheat shot higher to start the week. We discuss changing fund positions, headline news, weather risks and more as Brian Splitt (@BJSplitt) from @AgMarket_Net joins us today.

youtube.com/watch?v=DGWreV…

Arlan Suderman · @ArlanFF101 · Jan 21

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Michelle Rook · @michellerookag · Jan 21

Markets Now @FarmJournal YouTube video: @ArlanFF101 @StoneX_Official says #grain prices surge on lack of tariffs, China rumors and weather. Can the market build on it? #Livecattle up on another week of record cash. @AgDayTV
youtu.be/PsbQKDe6qvo?si…

Arlan Suderman · @ArlanFF101 · Jan 21

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Michelle Rook · @michellerookag · Jan 21

Markets Now Agweb video: @ArlanFF101
@StoneX_Official says #grain prices surge on lack of tariffs, China rumors and weather. Can the market build on it? #Livecattle up on another week of record cash.
@AgDayTV @FarmJournal
agweb.com/markets/market…

Market Talk · @markettalkag · Jan 21

After the three day weekend we saw soybeans, meal and wheat shoot higher on Tuesday with corn following and livestock mixed. Arlan Suderman (@ArlanFF101) with @StoneX_Official joined us to discuss in our Midday Commentary for Tuesday. #OATT #agnews

markettalk.libsyn.com/midday-comment…

Pro Farmer · @profarmer · Jan 21

The corn futures bulls are keeping their pedal to the metal, with technical buying featured amid South American weather concerns and a plunging U.S. dollar index to start the holiday-shortened trading week.

Solid gains in soybean and wheat futures markets today also supported… x.com/i/web/status/1…

Pro Farmer · @profarmer · Jan 21

Corn inspections during the week ended Jan. 16 totaled 1.54 MMT, exceeding pre-report expectations while wheat and soybeans fell short.
zurl.co/5W6q9 pic.x.com/c0gLZ1j7OT

Arlan Suderman · @ArlanFF101 · Jan 21

Last night's cold over-performed in the US winter #wheat belt. In fact, two-thirds of the Plains WW belt saw cold enough readings amid a lack of sufficient snow cover that winterkill damage was possible. Problem is, we won't know scope of damage before spring. #oatt

Andrey Sizov · @sizov_andre · Jan 21

EU governments love meddling with their real estate markets…often with dire consequences (just look at the crisis in the Netherlands). 🏘️

Curious if any of them considered boosting supply instead of just trying to limit the demand. Has anybody thought about some deregulation in… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Jan 21

Thought everyone (almost) wanted to be in Romania...

Ameropa Grains to sell key silos in Romania's Călăraşi and Constanţa buff.ly/3WQ8AVx pic.x.com/S2UUuLOaKf

Arlan Suderman · @ArlanFF101 · Jan 21

Marketing year to date #wheat inspections fall short of the seasonal pace needed to hit USDA's target by 12 million bushels, versus being short by 9 million bushels the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Jan 21

Marketing year to date #soybean export inspections exceed the seasonal pace needed to hit USDA's target by 119 million bushels, down from 136 million bushels the previous week as the gap closes. #oatt

Arlan Suderman · @ArlanFF101 · Jan 21

Marketing year to date #corn export inspections exceed the seasonal pace needed to hit USDA's target by 107 million bushels, up from 83 million bushels last week, as the gap continues to widen. #oatt

Josh Linville · @JLinvilleFert · Jan 21

Talk of the N.A. nitrogen market is the current cold snap (uncle showed -14 around here this morning) as the fear grows that plants may shut down short term.

Spiking inland gas markets may prove too attractive (sell gas futures, pause production, make bank).

Andrey Sizov · @sizov_andre · Jan 21

#Wheat is sharply higher on a weaker dollar amid no immediate US tariff hikes.

Chart: CBOT wheat vs inverted #DXY

#oatt #sizovreport pic.x.com/Peqt37YVdL

Market Talk · @markettalkag · Jan 21

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Scott Irwin · @ScottIrwinUI · Jan 21

Something to watch for planting the safrina corn crop x.com/kannbwx/status…

Karen Braun · @kannbwx · Jan 21

🇺🇸Another stellar week last week for U.S. #corn export inspections - essentially the week's best ever in 40+ years of data. Things were far less rosy for #soybeans, well below expectations and the week's norm. #Wheat numbers also disappointed. pic.x.com/i3XbbIKjKo

Arlan Suderman · @ArlanFF101 · Jan 21

Export inspections for the week ending Jan. 16 (mln bu): #corn 60.7, grain sorghum 0.4, #soybeans 35.8, #wheat 9.6 #oatt

Arlan Suderman · @ArlanFF101 · Jan 21

Export inspections in the week ending Jan. 16 for shipment to China (mln bu): #corn 0.0, grain sorghum 0.0, #soybeans 18.2, #wheat 0.0 #oatt

Andrey Sizov · @sizov_andre · Jan 21

US #wheat inspections: pathetic.
CBOT: rallies 17 cents anyway. 🤷‍♂️

#oatt

tks @kannbwx pic.x.com/djYUm8OSGQ

Pro Farmer · @profarmer · Jan 21

Brazil’s soybean harvest reached 1.7% as of last Thursday, according to AgRural, the slowest pace since 2020-21.
Harvest in Mato Grosso, Brazil’s top producing state, was the slowest in AgRural’s historical series that began in 2010-11.

Andrey Sizov · @sizov_andre · Jan 21

Optimism is rising in Ukrainian bonds on higher truce/peace expectations with the new US administration. 📈

The Black Sea, a key global grain hub, stays in focus as regional news could drive grain prices, especially #wheat.

We help our clients stay ahead of the market ->… x.com/i/web/status/1… pic.x.com/mL2GltrraA

Andrey Sizov · @sizov_andre · Jan 21

Reuters: Egypt’s state grain buyer, Mostakbal Misr, has made a significant purchase of Russian #wheat, set for shipment this month, three sources familiar with the matter told Reuters.

The shipment, procured through Russia's OZK Group, will be loaded onto four vessels sailing… x.com/i/web/status/1… pic.x.com/Jjb5XWpYI0

Andrey Sizov · @sizov_andre · Jan 21

Russian 2025 crop update

• #Russia Experiences Abnormally Warm Weather; May Face Frosts in Late January
• Rosstat Published Official 2024 Crop Results
• #Wheat Crop Forecast Remains Unchanged

More: sizov.report/reports/25125/…

#oatt #agwx #sizovreport #agwx pic.x.com/dOPyVzPMd3

Andrey Sizov · @sizov_andre · Jan 21

"#Cargill has agreed a financial settlement in relation to a turkey price-fixing lawsuit, although the US agri-food giant has not admitted any liability.

In the case brought before the US District Court of the Northern Illinois Eastern Division, Cargill reached a “proposed”… x.com/i/web/status/1… pic.x.com/oi06EYEOTl

Karen Braun · @kannbwx · Jan 21

Palm oil futures are set to average 4,350 ringgit ($972.07) per tonne in 2025, up 5.4% from 2024, according to a Reuters poll of 11 analysts. Top producer Indonesia is boosting palm's use in biodiesel consumption, and both Indonesia & Malaysia are expecting modest output gains. pic.x.com/mrG42tqf5g

Pro Farmer · @profarmer · Jan 21

President Donald Trump postponed imposing new tariffs and directed federal agencies to review trade relationships with China, Canada, and Mexico.
zurl.co/dSXrO pic.x.com/FRxre8ihaf

Andrey Sizov · @sizov_andre · Jan 21

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SovEcon · @sovecon · Jan 21

Expected weekend rains in Argentina were weak and failed to offset the country’s moisture deficit, Bloomberg reported, citing Rosario Exchange analyst Cristian Russo.

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

#oatt #sizovreport

Karen Braun · @kannbwx · Jan 21

🇺🇸Newly sworn-in U.S President Donald Trump did not immediately impose any tariffs on Monday as he had previously suggested, though he's considering imposing 25% duties on Canadian & Mexican imports from Feb. 1 over illegal immigration & fentanyl.
reuters.com/world/trump-la…

Andrey Sizov · @sizov_andre · Jan 21

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ISU33 · @sschevelle33 · Jan 21

@ottoscholl His solution to everything today appears to be a tariff.

McDonalds doesn't bring back the McRib... tariff.

Andrey Sizov · @sizov_andre · Jan 21

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Andrey Sizov · @sizov_andre · Jan 20

Russia & Global #grain market weekly, Jan 13-17, 2025:

* #Wheat Mixed, Corn Higher on Funds Buying, Weather, Geopolitics
* Russian Wheat Exports Remain Slow
* Grain Higher in Rubles
* Weather Remains Abnormally Warm, For Now

More: sizov.report/reports/25152/… pic.x.com/f7u3wkGoSa

Andrey Sizov · @sizov_andre · Jan 21

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Andrey Sizov · @sizov_andre · Jan 20

The biggest daily spike in #EURUSD since November 2023 after no day-one tariffs news… 📈

Are you paying attention, #wheat? 🌾

#oatt #sizovreport pic.x.com/lilQySAnLJ

Andrey Sizov · @sizov_andre · Jan 21

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Andrey Sizov · @sizov_andre · Jan 20

While CBOT is closed, Matif #wheat is attempting a bounce from the €226 support area. 🌾📈

#oatt #sizovreport pic.x.com/2okx4QWkT8

Andrey Sizov · @sizov_andre · Jan 21

#oatt x.com/unusual_whales…

unusual_whales · @unusual_whales · Jan 21

BREAKING: Trump on tariffs: "We're thinking in terms of 25 percent on Mexico and Canada ... I think we'll do it February 1."

Karen Braun · @kannbwx · Jan 21

🇧🇷AgRural reports that the harvest of #soybeans in Brazil's top state of Mato Grosso is moving at the slowest pace since records began in 2010/11 because of excessive rainfall. pic.x.com/trKnawIqsi

Karen Braun · @kannbwx · Jan 20

📈Money managers as of Jan. 14 flipped to a net long across U.S. grain & oilseed futures & options (111k contracts). That's their most bullish since Aug 2023 and is driven by a huge corn long and mild soy & soyoil longs. 71% of the move in the latest 3 wks owes to short covering. pic.x.com/iDBfB844kt

farmbucks.com · @farmbuckscom · Jan 20

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Chuck_Penner · @LeftFieldCR · Jan 20

Not a real shock.

Federated Co-op suspends plan to build renewable diesel and canola crush plants realagriculture.com/2025/01/federa…

Karen Braun · @kannbwx · Jan 20

🇨🇳China's 2024 imports of U.S. #soybeans dropped 5.7% from the previous year while arrivals from Brazil rose 6.7%.

Brazil's market share was 71% versus 21% for the USA.
brecorder.com/news/amp/40343…

Andrey Sizov · @sizov_andre · Jan 20

"We can keep burping"
(It's the main source of cattle methane) x.com/GrainStats/sta…

GrainStats 🌾 · @GrainStats · Jan 20

“we can keep farting!!! 💨”

American Cows on the BREAKING NEWS👇 pic.x.com/skASZShJRY x.com/grainstats/sta…

Andrey Sizov · @sizov_andre · Jan 20

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Florida Dad · @FloridadadD · Jan 20

External Revenue Service pic.x.com/LP3X5zaTEZ

Andrey Sizov · @sizov_andre · Jan 20

The biggest daily spike in #EURUSD since November 2023 after no day-one tariffs news… 📈

Are you paying attention, #wheat? 🌾

#oatt #sizovreport pic.x.com/lilQySAnLJ

Market Talk · @markettalkag · Jan 20

We've got dangerous cold across much of the U.S. to start the week. Eric Snodgrass (@snodgrss) with Conduit joins us to take a look at the short and longer term weather outlooks for the U.S. and an update on conditions in South America. #agweather #agnews

youtu.be/SovKj-8D3gs

Andrey Sizov · @sizov_andre · Jan 20

Russia & Global #grain market weekly, Jan 13-17, 2025:

* #Wheat Mixed, Corn Higher on Funds Buying, Weather, Geopolitics
* Russian Wheat Exports Remain Slow
* Grain Higher in Rubles
* Weather Remains Abnormally Warm, For Now

More: sizov.report/reports/25152/… pic.x.com/f7u3wkGoSa

Andrey Sizov · @sizov_andre · Jan 20

#EURUSD reaction to tariff news

#oatt pic.x.com/EYSdVmeCie

Andrey Sizov · @sizov_andre · Jan 20

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SoybeanTrader88 · @SoybeanTrader88 · Jan 20

#soybeans #oatt Forget about weather tonight. #macro x.com/financialjuice…

Andrey Sizov · @sizov_andre · Jan 20

While CBOT is closed, Matif #wheat is attempting a bounce from the €226 support area. 🌾📈

#oatt #sizovreport pic.x.com/2okx4QWkT8

Andrey Sizov · @sizov_andre · Jan 20

#China tariff odds down, Canada/Mexico up…why didn’t you call #Trump before Day 1, folks?

#oatt #soybeans #corn #tradewars pic.x.com/nX3sqP4EkG

Andrey Sizov · @sizov_andre · Jan 20

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PiQ · @PiQSuite · Jan 20

TRUMP TO LAY OUT TRADE VISION BUT WON'T IMPOSE NEW TARIFFS YET -WSJ

TRUMP TO ISSUE MEMO ON MONDAY DIRECTING AGENCIES TO INVESTIGATE TRADE DEFICITS AND UNFAIR TRADE PRACTICES -WSJ

TRUMP MEMO STOPS SHORT OF IMPOSING NEW TARIFFS ON HIS FIRST DAY IN OFFICE -WSJ

Andrey Sizov · @sizov_andre · Jan 20

#Corn and #soybeans higher WoW after bullish #WASDE

#oatt pic.x.com/gBHyldyWiI

Andrey Sizov · @sizov_andre · Jan 20

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O.Joyandet · @olivtwite · Jan 20

Le blé de la mer noire n'est pas protégé par la neige contre le fort gel prévu début février.
Il me semble que le blé n'est déjà pas en bonne forme là-bas, peut être des répercussions sur les prix ?
A voir mais il en faudra plus pour faire décoller le #wheat ! x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Jan 20

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SovEcon · @sovecon · Jan 20

Between January 1 and 17, Ukraine exported 1.7 mmt of grain, down from 2.5 mmt during the same period last year, according to data from Ukraine’s Ministry of Agrarian Policy.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Jan 20

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Andrey Sizov · @sizov_andre · Jan 17

Well… a serious cold snap could hit Black Sea wheat at the beginning of February. Exactly what #wheat fields with no snow don’t need. ❄️🌾

Our take in today’s weekly note 👉 sizov.report/?utm_campaign=…

#oatt #sizovreport #agwx #russia #ukraine pic.x.com/IxDvqKB1xs

Josh Linville · @JLinvilleFert · Jan 20

They can be a royal pain in the a$$, but they grow up quick... pic.x.com/wdO7kFOACf

Pro Farmer · @profarmer · Jan 20

All markets and government offices are closed Monday, Jan. 20, for Martin Luther King Jr. Day. There will be no Pro Farmer updates Monday.

Grain markets resume trading with the overnight session at 7:00 p.m. CT on Monday. Livestock markets reopen at 8:30 a.m. CT. on Tuesday,… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Jan 20

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ʎllǝuuop ʇuǝɹq · @donnelly_brent · Jan 19

So just be clear... TRUMP coin down 40% because Melania launched a competitor coin and so bitcoin down $4k, driving NASDAQ futures down 60 points?

Got it.

Cool financial system you got there. pic.x.com/sylx6wb7Wx

Andrey Sizov · @sizov_andre · Jan 20

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Andreas Steno Larsen · @AndreasSteno · Jan 19

If the U.S. wants to avoid being accused of behaving like a banana republic, lawmakers will need to find a way to investigate this meme-coin gate.

Pathetic.

Pro Farmer · @profarmer · Jan 19

Weather conditions in South America will continue to be at the forefront of the cotton market over the coming month as planting efforts continue in Brazil, with wet conditions slowing soybean harvest, thus slowing safrinha cotton plantings.

Andrey Sizov · @sizov_andre · Jan 19

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Claudio Gianni · @ClaudioGianni · Jan 18

Teóricamente entramos en una etapa de varios meses en que las exportaciones de trigo del Mar Negro van a caerse. ¿Alcanza para pensar en mejores precios internacionales para el cereal? Debería, pero... x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Jan 19

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Claudio Gianni · @ClaudioGianni · Jan 18

Esperan frío polar en el Mar Negro en el comienzo de febrero, justamente lo que menos necesitan los lotes de trigo sin suficiente cobertura de nieve. Veremos... x.com/sizov_andre/st…

Pro Farmer · @profarmer · Jan 19

Analysis by Terrain indicates Ag Risk Coverage (ARC) or Price Loss Coverage (PLC) support for corn, soybeans and wheat will likely increase to levels at or near all-time highs.

For seed cotton, rice or peanuts, ARC and PLC guarantees are at or slightly above the minimum level… x.com/i/web/status/1…

Pro Farmer · @profarmer · Jan 19

Weather in South America will continue to carry a significant undertone as Brazilian harvest ramps up into February.
@worldwx reports all of Brazil’s grain and oilseed production areas will receive rain during the next 2 weeks.

Pro Farmer · @profarmer · Jan 19

The recent rally in corn prices has many analysts rethinking 2025 corn acres. The Prospective Plantings Report is right around the corn with the USDA Outlook Forum preceding it.

While inputs remain a challenge in penciling out 2025 balance sheets, an increase from 2024 acres… x.com/i/web/status/1…

Pro Farmer · @profarmer · Jan 18

As the House Ag Committee undergoes changes, here's a list of the new, returning and departing members: zurl.co/IWVfH pic.x.com/tqh3nSqENE

Pro Farmer · @profarmer · Jan 18

Zeldin’s stance on ethanol has been a point of interest, given his previous opposition to ethanol usage mandates during his time in Congress.
zurl.co/TY9NY pic.x.com/eLbzrP7MQF

Market Talk · @markettalkag · Jan 18

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Farm and Ranch Media · @farmranchmedia · Jan 18

Help us protect AM Radio, nobody likes a silent ride. Tune into your favorite ag radio station now! pic.x.com/ViZYLdGK5j

Pro Farmer · @profarmer · Jan 18

South Korea may consider increasing U.S. ag imports to help reduce the trade imbalance between the two countries as part of contingency plans as it prepares for Trump’s return to the White House, Bloomberg reported.

Pro Farmer · @profarmer · Jan 18

Rural MidAmerica’s mood remains negative, according to the monthly reading of Creighton University’s Rural Mainstreet Index (RMI).

On average, bankers expect approximately one in five grain farmers to experience negative cash flow for 2025.
zurl.co/eP4IF pic.x.com/fepjzncliR

Pro Farmer · @profarmer · Jan 18

The downtrend in cotton futures has been quite pronounced in recent months, with strong technical resistance, ample global supplies, a robust U.S. dollar and lackluster export demand casting a shadow over the natural fiber.

Pro Farmer · @profarmer · Jan 18

IGC raised its 2024-25 global soybean production forecast 1 MMT to 420 MMT, now up 24 MMT from last year.
zurl.co/9OCNd pic.x.com/t7JMKb19kW

Andrey Sizov · @sizov_andre · Jan 18

pic.x.com/V6uY9rRFbw

Karen Braun · @kannbwx · Jan 17

🌽Money managers in the week ended Jan. 14 extended their net long in CBOT #corn fut & opt to 292,228 contracts, their most bullish view since May 2022. Futures jumped 3.6% in the period on a smaller-than-expected U.S. crop from USDA, and they rose another 2.1% between Wed-Fri. pic.x.com/BAxZv1HGb2

Pro Farmer · @profarmer · Jan 17

Wheat futures saw modest spillover strength from the corn and soybean markets today but continue to be a laggard.

Karen Braun · @kannbwx · Jan 17

🫛Money managers as of Jan. 14 were net LONG CBOT #soybeans for the first time since Dec. 2023. On the net, funds bought 63k fut & opt contracts in that week, mostly short covering but a lot of new longs, too. Net long=34.8k. Futures were +5% that week but have since eased 1.3%. pic.x.com/DfDOnPJb6f

Pro Farmer · @profarmer · Jan 17

March corn futures surged 9 3/4¢ to $4.84 1/4, closing near session highs. That marked a 14 1/4¢ gain on the week.
zurl.co/wAjhq pic.x.com/1fEvaDOOEF

Pro Farmer · @profarmer · Jan 17

This week’s futures action seemingly set the stage for fresh cattle futures weakness next week. The slippage, as well as the discounts versus cash prices already built into the markets reflect the industry’s short-term pessimism.

We are somewhat inclined to agree, due to this… x.com/i/web/status/1…

Market Talk · @markettalkag · Jan 17

Can you make a profit at current price levels in cattle?

It's an interesting idea/question that has been floated our way in recent days as cattle continue to soar. We discuss that and get grain market perspective from @bradyhuckATI on today's show.

youtube.com/watch?v=HIiRqq…

Market Talk · @markettalkag · Jan 17

Also on today's Market Talk, we saw a solid rally in old crop soybeans and corn on Friday ahead of our three day weekend. Should you look at marketing both old AND new crop at these levels? Bryan Irey with @CrossroadsCoop joins us to discuss.

youtube.com/watch?v=-Pb_As…

Josh Linville · @JLinvilleFert · Jan 17

Last time I will harp on this...this week!

Different look at the corn/potash relationship. That gray bar is the middle 50% of weekly values going back to 2018

Right now, Dec '25 corn and potash is in the BEST 25% range meaning solid value to the farmer

These are opportunities pic.x.com/DHiEoK6GTY

Pro Farmer · @profarmer · Jan 17

Brazilian soybean output is expected to reach 172.4 MMT in 2024-25, according to Agroconsult, up from the previous forecast of 172.2 MMT.

The consultancy forecasts Brazil soybean exports at 105.1 MMT in 2025, up from the previous estimate of 103.4 MMT.

Market Talk · @markettalkag · Jan 17

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Dave Brock · @drbrock37 · Jan 17

Commitment of Traders....WOW

- Index funds and large specs buying like crazy.
- Large specs now LONG soybeans - finally buying in addition to short liquidation pic.x.com/yyMmWboQ6x

Karen Braun · @kannbwx · Jan 17

🇦🇷Crop conditions in Argentina dropped notably over the last week. 32% of #soybeans are in good or excellent shape compared with 49% previously. 21% of the crop is now poor vs 8% a week ago. pic.x.com/8JvMu6oGZm

Arlan Suderman · @ArlanFF101 · Jan 17

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Market Talk · @markettalkag · Jan 17

Soybeans are gaining back most of what we lost on Thursday while corn has broken through some key levels as well. Meantime, it's a mixed to lower day in the cattle and hog trade ahead of a three day weekend. Arlan Suderman (@ArlanFF101) joins us to discuss.… x.com/i/web/status/1…

Pro Farmer · @profarmer · Jan 17

U.S. winter wheat will be exposed to some harsh temps this weekend into early next week and some crops will not be adequately protected from the cold, according to @worldwx .

Portions of Nebraska and Kansas will have little to no snow on the ground and the lowest temps will… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Jan 17

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lockedlimit · @lockedlimit · Jan 17

one morning phone call and the market is like - "What china tariffs?"

wait till monday night...
#oatt

Pro Farmer · @profarmer · Jan 17

Chinese soy processors have turned to competitively priced Brazilian cargoes instead of U.S. soybeans amid fears Washington will impose tariffs after President-elect Donald Trump takes office on Jan. 20.

Chinese processors have secured nearly all of their cargoes from Brazil… x.com/i/web/status/1…

Market Talk · @markettalkag · Jan 17

Soybeans are gaining back most of what we lost on Thursday while corn has broken through some key levels as well. Meantime, it's a mixed to lower day in the cattle and hog trade ahead of a three day weekend. Arlan Suderman (@ArlanFF101) joins us to discuss.… x.com/i/web/status/1…

Market Talk · @markettalkag · Jan 17

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Eric Snodgrass · @snodgrss · Jan 17

Friday Jan 17, 2025 Ag Forecast Update

Deeper Dive Video - youtu.be/5dxbpj5jX58 pic.x.com/s0V7qiOm05

Andrey Sizov · @sizov_andre · Jan 17

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SovEcon · @sovecon · Jan 17

The Rosario Grain Exchange cut its forecast for Argentine corn production to 48.0 mmt from the previous range of 50.0-51.0 mmt, citing dry and hot weather conditions.

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

#oatt #sizovreport

Josh Linville · @JLinvilleFert · Jan 17

As good as potash is, phosphate is equally as bad.

This week sets the all-time high corn/DAP ratio for the 3rd week of the year. Means spending MORE bushels to secure phosphate needs.

Unfortunately, not a lot of light at the end of the tunnel for spring... pic.x.com/VJVrPuDsou

Andrey Sizov · @sizov_andre · Jan 17

Well… a serious cold snap could hit Black Sea wheat at the beginning of February. Exactly what #wheat fields with no snow don’t need. ❄️🌾

Our take in today’s weekly note 👉 sizov.report/?utm_campaign=…

#oatt #sizovreport #agwx #russia #ukraine pic.x.com/IxDvqKB1xs

Andrey Sizov · @sizov_andre · Jan 17

#Corn, #soybeans steady with Argentina weather in focus

Argentina's crop belt should get rain by the end of the week, though hot, dry weather may return next week.

"Argentina's weather is improving, which could put more pressure on corn and soybeans," Andrey Sizov, head of crop… x.com/i/web/status/1… pic.x.com/cgoFHeC8Y6

Andrey Sizov · @sizov_andre · Jan 17

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Andreas Steno Larsen · @AndreasSteno · Jan 17

Oh, I have missed this. From TARIFFS ADDED ON EVERYONE to this in a few days. Gotta love it. pic.x.com/tpcYVc7Bie

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