Latest news from (Twitter)
Pro Farmer
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@profarmer
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Sep 20
The International Grains Council (IGC) trimmed its forecast for 2024-25 global wheat and corn production.
Details: zurl.co/Ozh6 pic.x.com/lr1u4ngc0o
Details: zurl.co/Ozh6 pic.x.com/lr1u4ngc0o
Pro Farmer
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@profarmer
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Sep 20
Senate Ag Chair Debbie Stabenow (D-Mich.) is pushing to finalize a full five-year farm bill rather than pursue an ad hoc emergency assistance package for farmers, despite pressure from commodity groups and some lawmakers.
Stabenow believes it’s “too early” for emergency relief… x.com/i/web/status/1…
Stabenow believes it’s “too early” for emergency relief… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 18
My interview with @DanteRofi for Argentina's La Nacion:
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1… pic.x.com/hnvry8ysae
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1… pic.x.com/hnvry8ysae
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
So it was a U-turn...is Matif #wheat going to revisit the contract's low? I doubt but the chart looks bearish. pic.x.com/rwn8ugyw43 x.com/sizov_andre/st…
Pro Farmer
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@profarmer
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Sep 19
“Weak agriculture commodity prices, sinking agriculture equipment sales and elevated input costs pushed the overall reading below growth neutral for the 13th straight month,” say Dr. Ernie Goss, Creighton University, who conducts the survey.
zurl.co/MQEx pic.x.com/wkteazxdp5
zurl.co/MQEx pic.x.com/wkteazxdp5
Pro Farmer
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@profarmer
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Sep 19
The winter wheat market bulls have faded this week amid fresh chart-based selling pressure from the speculators as technical postures have deteriorated.
Solid losses in the corn futures market today also spilled over into selling pressure in the wheat futures.
Solid losses in the corn futures market today also spilled over into selling pressure in the wheat futures.
Karen Braun
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@kannbwx
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Sep 19
🇺🇸CPC's October weather outlook doesn't suggest anything threatening for the U.S. corn & soybean harvest, but the dry bias in the Southern Plains is probably not what winter wheat growers want to see, especially in areas that have missed out on recent moisture. pic.x.com/kniyoupzml
Pro Farmer
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@profarmer
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Sep 19
China has not slowed purchases in recent weeks despite heightening tensions between both the E.U. & Canada.
An optimist might view this as healthy for the U.S. & Chinese trade relationship. As China ramps up tensions with other countries, it could drive additional buying to… x.com/i/web/status/1…
An optimist might view this as healthy for the U.S. & Chinese trade relationship. As China ramps up tensions with other countries, it could drive additional buying to… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Sep 19
Pro Farmer
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@profarmer
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Sep 19
Fundamentally, Wednesday afternoon’s aggressive interest rate cut from the Federal Reserve means lower borrowing costs for consumers in the coming months, suggesting better demand for beef at the meat counter.
Pro Farmer
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@profarmer
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Sep 19
December cotton futures surged to a fresh for-the-move high today, negating losses from the past couple of days.
Cotton prices were supported by a surging equity market today that saw the S&P 500 breaking record highs. Higher crude oil futures were also supportive for cotton… x.com/i/web/status/1…
Cotton prices were supported by a surging equity market today that saw the S&P 500 breaking record highs. Higher crude oil futures were also supportive for cotton… x.com/i/web/status/1…
Market Talk
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@markettalkag
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Sep 19
Cattle, dairy and equities enjoyed the Fed rate cut it seemed on Thursday while grains were under pressure. We discuss the market action and get some great insight from Bryan Doherty with @TotalFarmMktg on today's program! #cattle #agtwitter #FOMC
youtube.com/watch?v=5HWbf8…
youtube.com/watch?v=5HWbf8…
Pro Farmer
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@profarmer
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Sep 19
Brazil’s foreign trade chamber raised the quota for wheat imports through the end of the year to avoid potential shortages.
The announcement didn’t specify the amount of the quota increase.
The announcement didn’t specify the amount of the quota increase.
Market Talk
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@markettalkag
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Sep 19
Retweeted...
Karen Braun
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@kannbwx
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Sep 19
🇦🇷The Parana River in South America is near record low levels, hampering grain and oilseed exports from #Argentina. Ships are taking on less cargo, pushing up costs and transport times.
xm.com/pt/research/ma…
xm.com/pt/research/ma…
Market Talk
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@markettalkag
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Sep 19
Retweeted...
Josh Linville
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@JLinvilleFert
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Sep 19
India has announced another #urea purchase tender.
Egypt and Middle East producers selling higher.
Seems the supply tightness theory is coming true faster than expected.
Egypt and Middle East producers selling higher.
Seems the supply tightness theory is coming true faster than expected.
Pro Farmer
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@profarmer
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Sep 19
The Seasonal Drought Outlook calls for broad continuation or expansion of drought for most winter wheat areas.
zurl.co/blVE pic.x.com/wrtyp6cltq
zurl.co/blVE pic.x.com/wrtyp6cltq
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
Russian winter planting is lagging significantly: only 6.3 mln ha planted vs. 7.2 mln ha in 2023.|
Biggest concern: the Volga Valley at 3.75 mln ha vs. 4.2 mln ha last year, where a year-on-year decline seems likely. Other regions still have more time to plant.
#Wheat usually… x.com/i/web/status/1… pic.x.com/lx3c3bwwgt
Biggest concern: the Volga Valley at 3.75 mln ha vs. 4.2 mln ha last year, where a year-on-year decline seems likely. Other regions still have more time to plant.
#Wheat usually… x.com/i/web/status/1… pic.x.com/lx3c3bwwgt
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Karen Braun
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@kannbwx
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Sep 19
🇦🇷The Parana River in South America is near record low levels, hampering grain and oilseed exports from #Argentina. Ships are taking on less cargo, pushing up costs and transport times.
xm.com/pt/research/ma…
xm.com/pt/research/ma…
Karen Braun
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@kannbwx
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Sep 19
🇺🇸77% of the Midwestern U.S. is abnormally dry as of this week, the most in 6+ months. 100% of the I-states are now abnormally dry, up from Iowa-65%, Illinois-77%, Indiana-92% a week ago.
Some 59% of Ohio is in severe or worse drought, by far the most in records back to 2000. pic.x.com/25uskbpwcm
Some 59% of Ohio is in severe or worse drought, by far the most in records back to 2000. pic.x.com/25uskbpwcm
Josh Linville
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@JLinvilleFert
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Sep 19
India has announced another #urea purchase tender.
Egypt and Middle East producers selling higher.
Seems the supply tightness theory is coming true faster than expected.
Egypt and Middle East producers selling higher.
Seems the supply tightness theory is coming true faster than expected.
Pro Farmer
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@profarmer
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Sep 19
Soybean sales notably topped pre-report expectations for the week ended Sept. 12, while wheat sales were short of analysts’ pre-report range.
zurl.co/Uk51 pic.x.com/70jmowojek
zurl.co/Uk51 pic.x.com/70jmowojek
Market Talk
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@markettalkag
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
Russian winter planting is lagging significantly: only 6.3 mln ha planted vs. 7.2 mln ha in 2023.|
Biggest concern: the Volga Valley at 3.75 mln ha vs. 4.2 mln ha last year, where a year-on-year decline seems likely. Other regions still have more time to plant.
#Wheat usually… x.com/i/web/status/1… pic.x.com/lx3c3bwwgt
Biggest concern: the Volga Valley at 3.75 mln ha vs. 4.2 mln ha last year, where a year-on-year decline seems likely. Other regions still have more time to plant.
#Wheat usually… x.com/i/web/status/1… pic.x.com/lx3c3bwwgt
Pro Farmer
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@profarmer
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Sep 19
In Thursday's First Thing Today report:
• Port strike will have bigger impact for livestock/meat
• Ukraine's corn exports could be halved in 2024-25
• 4 Russian grain regions declare state of emergency
• House rejects Speaker's temporary spending plan
•… x.com/i/web/status/1… pic.x.com/aklfsv0gaq
• Port strike will have bigger impact for livestock/meat
• Ukraine's corn exports could be halved in 2024-25
• 4 Russian grain regions declare state of emergency
• House rejects Speaker's temporary spending plan
•… x.com/i/web/status/1… pic.x.com/aklfsv0gaq
Market Talk
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@markettalkag
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
Pro Farmer
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@profarmer
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Sep 19
Grain ships loaded with soybeans and corn at Argentina’s major inland river ports around Rosario are hauling less cargo as water levels drop to near record lows due to a major drought upstream in Brazil.
Karen Braun
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@kannbwx
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Sep 19
Pro Farmer
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@profarmer
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Sep 19
The disparity in U.S. & Brazil ethanol trade policies is a major topic frustrating U.S. corn & ethanol producers, with Brazil maintaining protective tariffs while the U.S. allows tariff-free access for Brazilian ethanol.
zurl.co/LErr pic.x.com/unbybcij6d
zurl.co/LErr pic.x.com/unbybcij6d
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Darin D. Fessler ✝️
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@DDFalpha
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Sep 19
Daily chart structure not looking too hot here for #wheat, 4hr breakdown with momentum/trend shifted bearish Monday, spilling over to daily. Little volume support < 568'6 to 560/61. 🌽 can't ignore 🌾 movements. Feels like a big day here.
#wheat #corn pic.x.com/lxwsedmiim
#wheat #corn pic.x.com/lxwsedmiim
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 19
SovEcon Raises Russian #Wheat Production Forecast for 2024
Free note: blog.sizov.report/sovecon-raises…
#oatt #russia #blacksea pic.x.com/qrhcfdsfxi
Free note: blog.sizov.report/sovecon-raises…
#oatt #russia #blacksea pic.x.com/qrhcfdsfxi
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
SovEcon
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@sovecon
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Sep 19
From September 1 to 18, Ukraine shipped 1.5 million tons of grain, compared to 2.1 million tons the previous month, according to data from the Ministry of Agrarian Policy.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Sep 19
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 18
Weather models continue to trend wetter for Russia's winter #wheat regions. Warmer conditions could also give crops more time to develop before winter sets in. 🌧️🌾
Find more insights in our sizov.report comments and daily updates.
#OATT #blacksea #agwx pic.x.com/1pnjyb1eqe
Find more insights in our sizov.report comments and daily updates.
#OATT #blacksea #agwx pic.x.com/1pnjyb1eqe
Andrey Sizov
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@sizov_andre
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Sep 19
So it was a U-turn...is Matif #wheat going to revisit the contract's low? I doubt but the chart looks bearish. pic.x.com/rwn8ugyw43 x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Sep 19
Pro Farmer
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@profarmer
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Sep 19
Several Iowa government officials, including Governor Kim Reynolds & officials from the Iowa Soybean Association, U.S. Soybean Export Council & U.S. Grains Council, are in India this week.
That prompted us to look at the restrictions India places on imports of U.S. soy… x.com/i/web/status/1… pic.x.com/x7klqwz8sl
That prompted us to look at the restrictions India places on imports of U.S. soy… x.com/i/web/status/1… pic.x.com/x7klqwz8sl
Pro Farmer
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@profarmer
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Sep 19
The Federal Reserve implemented its first rate cut in 4 years, lowering the target range for the federal funds rate by 50 basis points to 4.75%-5%.
Key takeaways from the Fed’s decision: zurl.co/BFYi pic.x.com/rb8lwfask2
Key takeaways from the Fed’s decision: zurl.co/BFYi pic.x.com/rb8lwfask2
Pro Farmer
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@profarmer
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Sep 19
Analysts expect USDA’s Cattle on Feed Report on Friday afternoon to show the large feedlot (1,000-plus head) inventory up 0.9% from year-ago at 11.194 million head.
After a 5.8% jump in placements during July, the report is expected to show a 1.0% decline in the number of… x.com/i/web/status/1…
After a 5.8% jump in placements during July, the report is expected to show a 1.0% decline in the number of… x.com/i/web/status/1…
Pro Farmer
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@profarmer
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Sep 18
Do you want to better understand covered calls & how they can help your marketing plan?
Download our free guide to covered calls: zurl.co/IKjH pic.x.com/qu1fvmy4ga
Download our free guide to covered calls: zurl.co/IKjH pic.x.com/qu1fvmy4ga
Pro Farmer
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@profarmer
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Sep 18
This week’s early cash market activity suggests fed cattle prices will rise again this week.
The fact that last week’s average of $182.11 came in 93 cents above the week-prior almost surely played a significant role in Tuesday’s strong futures advance, as well as the firmness… x.com/i/web/status/1…
The fact that last week’s average of $182.11 came in 93 cents above the week-prior almost surely played a significant role in Tuesday’s strong futures advance, as well as the firmness… x.com/i/web/status/1…
Pro Farmer
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@profarmer
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Sep 18
USDA will release its weekly Export Sales Report early Thursday morning, with analysts expecting net sales to have ranged from 300,000 to 650,000 MT for the week ended Sept. 12.
#wheat
#wheat
Karen Braun
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@kannbwx
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Sep 18
farmbucks.com
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@farmbuckscom
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Sep 18
Retweeted...
Chuck_Penner
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@LeftFieldCR
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Sep 17
If only there was a way to know how prices will respond after harvest.
Not a guarantee, but pretty good odds. pic.x.com/7ycbk7wd8w
Not a guarantee, but pretty good odds. pic.x.com/7ycbk7wd8w
Andrey Sizov
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@sizov_andre
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Sep 18
Retweeted...
Steve Hou
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@stevehouf
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Sep 17
I think the Fed will cut by 37.5bps in order to avoid surprising the market.
Pro Farmer
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@profarmer
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Sep 18
The Fed will start cutting interest rates at the conclusion of its two-day policy meeting this afternoon, pivoting to easing monetary policy.
The main question is whether the Fed starts with a 25-basis-point cut or opts for a bigger reduction – and the path it intends to take… x.com/i/web/status/1…
The main question is whether the Fed starts with a 25-basis-point cut or opts for a bigger reduction – and the path it intends to take… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Sep 18
Is this already season 3 of the Bollywood saga: 'India to Start Importing #Wheat Soon'? 📉 The ratings are definitely dropping...
#oatt x.com/lockedlimit/st…
#oatt x.com/lockedlimit/st…
Andrey Sizov
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@sizov_andre
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Sep 18
25 bps = bearish ags
50 bps = bullish?
thoughts?
#oatt #macro x.com/stevehouf/stat…
50 bps = bullish?
thoughts?
#oatt #macro x.com/stevehouf/stat…
Steve Hou
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@stevehouf
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Sep 17
I think the Fed will cut by 37.5bps in order to avoid surprising the market.
Andrey Sizov
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@sizov_andre
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Sep 18
My interview with @DanteRofi for Argentina's La Nacion:
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1…
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
·
Sep 18
My interview with @DanteRofi for Argentina's La Nacion:
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1… pic.x.com/hnvry8ysae
We're still bullish on #wheat, expecting an upside of +$1/bu or more. However, U.S. farmers, as well as those in Romania and Bulgaria, still need to sell more. It will take time for the market to shift back to fundamentals.… x.com/i/web/status/1… pic.x.com/hnvry8ysae
Andrey Sizov
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@sizov_andre
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Sep 18
Retweeted...
SovEcon
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@sovecon
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Sep 18
Brazil’s Conab agency estimated 2024/25 corn production at 119.8 million tons (+3.6% year-on-year). However, exports of the crop are expected to drop by 5.6% year-on-year to 34.0 million tons.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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Sep 18
Weather models continue to trend wetter for Russia's winter #wheat regions. Warmer conditions could also give crops more time to develop before winter sets in. 🌧️🌾
Find more insights in our sizov.report comments and daily updates.
#OATT #blacksea #agwx pic.x.com/1pnjyb1eqe
Find more insights in our sizov.report comments and daily updates.
#OATT #blacksea #agwx pic.x.com/1pnjyb1eqe
Andrey Sizov
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@sizov_andre
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Sep 18
Interesting spike in #soybeans overnight... makes you wonder if sellers are eyeing that 50DMA.
#oatt pic.x.com/5evbw3au4d
#oatt pic.x.com/5evbw3au4d
Pro Farmer
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@profarmer
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Sep 18
France’s ag ministry slashed the country’s 2024-25 soft wheat export forecast outside the EU by 3.5 MMT to 4 MMT, which would be 61% below last year due to the smallest crop since 1986.
Pro Farmer
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@profarmer
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Sep 18
Here's a great opportunity to join thousands of farmers who use Pro Farmer's news and market insights in their marketing plans.
Our Harvest Special is only $1/mo for your first 6 months, but it's only available this week and only available online.
No tricks or hidden fees -… x.com/i/web/status/1… pic.x.com/drup8fxynu
Our Harvest Special is only $1/mo for your first 6 months, but it's only available this week and only available online.
No tricks or hidden fees -… x.com/i/web/status/1… pic.x.com/drup8fxynu
Pro Farmer
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@profarmer
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Sep 18
Ukraine’s exportable grain surplus is seen at 43.2 MMT for 2024-25, Ukrainian state news agency Ukrinform quoted the ag minister as saying.
That would be down 7.5 MMT (14.8%) from 2023-24.
That would be down 7.5 MMT (14.8%) from 2023-24.
Karen Braun
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@kannbwx
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Sep 18
🇨🇳So far in 2024, #China has imported more #soybeans, #wheat, barley, sorghum & sugar versus the same period in 2023. #Corn & pork arrivals are lower.
Soy imports are on a record pace so far, bolstered by an all-time monthly record in August. pic.x.com/wbx3nuv0gu
Soy imports are on a record pace so far, bolstered by an all-time monthly record in August. pic.x.com/wbx3nuv0gu
Pro Farmer
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@profarmer
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Sep 18
Black Sea consulting firm SovEcon cut its 2024 Russian grain production forecast by 4 MMT to 124.4 MMT.
As we reported yesterday, SovEcon raised its Russian wheat crop forecast by 400,000 MT to 82.9 MMT.
SovEcon expects Russia to export 48.1 MMT of wheat in 2024-25, down from… x.com/i/web/status/1…
As we reported yesterday, SovEcon raised its Russian wheat crop forecast by 400,000 MT to 82.9 MMT.
SovEcon expects Russia to export 48.1 MMT of wheat in 2024-25, down from… x.com/i/web/status/1…
Karen Braun
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@kannbwx
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Sep 18
🇫🇷Disrupted by heavy rains, just 41% of #France's 2024 soft #wheat harvest met the key protein standard, below a 5yr avg of 58%. Only 28% of the crop had test weights above the standard threshold (75% is avg).
France's non-EU 24/25 wheat exports are now set to fall 61% YOY. pic.x.com/bltfco8ma4
France's non-EU 24/25 wheat exports are now set to fall 61% YOY. pic.x.com/bltfco8ma4
Andrey Sizov
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@sizov_andre
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Sep 18
Andrey Sizov
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@sizov_andre
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Sep 18
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 18
Interesting spike in #soybeans overnight... makes you wonder if sellers are eyeing that 50DMA.
#oatt pic.x.com/5evbw3au4d
#oatt pic.x.com/5evbw3au4d
Andrey Sizov
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@sizov_andre
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Sep 18
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 18
@DDFalpha @RobertRasmus2 in the (very unlikely at the moment) scenario of russia-nato war #wheat will double easily in a few weeks or less...no need to watch dxy/fed/brl in this case
Josh Linville
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@JLinvilleFert
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Sep 18
Nitrogen/phosphate fertilizer market outlooks remain bullish in my POV based on tight supplies and expected demand.
However, both come with a big "what if" scenario.
- What if Chinese urea exports surge in Q4
- What if Chinese phosphate exports surge in Q4
So yeah...China
However, both come with a big "what if" scenario.
- What if Chinese urea exports surge in Q4
- What if Chinese phosphate exports surge in Q4
So yeah...China
Andrey Sizov
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@sizov_andre
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Sep 18
#Soybeans look ugly...anyone has figured out what that night spike was about? ("#Cofco buying all US beans at night" again?)
#oatt #china pic.x.com/i8rgrtib53 x.com/sizov_andre/st…
#oatt #china pic.x.com/i8rgrtib53 x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Sep 18
Interesting spike in #soybeans overnight... makes you wonder if sellers are eyeing that 50DMA.
#oatt pic.x.com/5evbw3au4d
#oatt pic.x.com/5evbw3au4d
Pro Farmer
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@profarmer
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Sep 18
The Brazilian Chamber of Deputies approved the “Fuels of the Future” bill last week, which could increase soybean crushing for biodiesel production.
Another change proposed by the bill is an increase in the blending of ethanol into gasoline... zurl.co/tZZa pic.x.com/bkdsmdts45
Another change proposed by the bill is an increase in the blending of ethanol into gasoline... zurl.co/tZZa pic.x.com/bkdsmdts45
Andrey Sizov
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@sizov_andre
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Sep 18
Wonder when Romania and Bulgaria will run out of cheap #wheat. In my view, CVB supply is the biggest bearish factor at the moment...
Any comments from local traders?
#oatt x.com/AtriaBrokers/s…
Any comments from local traders?
#oatt x.com/AtriaBrokers/s…
Atria Brokers
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@AtriaBrokers
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Sep 18
🇪🇺🌾As per the EU Commission, on 09-15 Sep wheat export from EU rose to 482KMT. YTD export reached 5.38MMT (-23 y/y).
Main volumes exported from Romania (1.95MMT), Lithuania (781KMT), and Bulgaria (546KMT).
Main importers are Nigeria (855KMT), Egypt (691KMT), Morocco (483KMT).
Main volumes exported from Romania (1.95MMT), Lithuania (781KMT), and Bulgaria (546KMT).
Main importers are Nigeria (855KMT), Egypt (691KMT), Morocco (483KMT).
Andrey Sizov
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@sizov_andre
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Sep 18
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 17
Ignore the train and the bmxer...serious question - what's the #corn field yield potential?
(Guess it's Poland)
#oatt x.com/runews/status/…
(Guess it's Poland)
#oatt x.com/runews/status/…
Andrey Sizov
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@sizov_andre
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Sep 18
25! x.com/kevrgordon/sta…
Kevin Gordon
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@KevRGordon
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Sep 17
Nobody will remember:
-Your salary
-How "busy" you were
-How many hours you worked
People will remember:
-Whether you were calling for a 25bps or 50bps cut
-Your salary
-How "busy" you were
-How many hours you worked
People will remember:
-Whether you were calling for a 25bps or 50bps cut
Karen Braun
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@kannbwx
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Sep 18
🇨🇳#China's #corn imports have eased in recent months, coinciding with lighter shipments out of #Brazil. China has not opted to fill the gap with US imports, which trailed off after China approved Brazilian corn for import in late 2022. pic.x.com/bcpadhknrh
Market Talk
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@markettalkag
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Sep 18
Retweeted...
Jim McCormick
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@jpmccormick3
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Sep 18
Fed slashes interest rates by a half point, an aggressive start to its first easing campaign in four years cnb.cx/3zogVHg
Pro Farmer
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@profarmer
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Sep 18
Ethanol production averaged 1.049 million barrels per day (bpd) during the week ended Sept. 13, down 31,000 bpd (2.9%) from the previous week but up 69,000 bpd (7.0%) from last year.
Ethanol increased 71,000 barrels to 23.785 million barrels.
Ethanol increased 71,000 barrels to 23.785 million barrels.
Karen Braun
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@kannbwx
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Sep 18
🇧🇷Recent GFS model runs have suggested rain chances starting at month's end for northern Mato Grosso, #Brazil, where the planting of #soybeans is slowed due to dryness. Need to eye the next several runs to make sure the rain timing/amounts are maintained. pic.x.com/qderdaf1ht
Pro Farmer
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@profarmer
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Sep 18
This afternoon’s more aggressive 0.5% interest rate cut by the Federal Reserve modestly lifted soybeans in late trading and should be friendly for the soy complex in the near term, possibly inviting better speculator buying interest.
Market Talk
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@markettalkag
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Sep 18
What does the 50 basis point rate cut by the Federal Reserve mean for commodities, livestock, currencies and more? We dive into that topic and talk with Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics on today's show. #FOMC #FedRate #AgNews
youtube.com/watch?v=VMicqq…
youtube.com/watch?v=VMicqq…
Market Talk
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@markettalkag
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Sep 18
Also, we talk about sustainability with Jamie Leifker, President at Truterra at the end of today's program.
youtube.com/watch?v=rj3B-6…
youtube.com/watch?v=rj3B-6…
Pro Farmer
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@profarmer
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Sep 18
U.S. retailers plan to hire around 520,000 seasonal workers for the upcoming holiday season, down from 564,200 in 2023, according to a report by Challenger, Gray & Christmas provided to Reuters.
If the forecast holds, this would be the lowest seasonal hiring since 2022 & the 2nd… x.com/i/web/status/1…
If the forecast holds, this would be the lowest seasonal hiring since 2022 & the 2nd… x.com/i/web/status/1…
Karen Braun
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@kannbwx
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Sep 18
Four years of the #CropWatch24 #soybeans in southeast Illinois. All were strong crops. The best yields came in 2021 followed by 2022 & 2023 (in that order).
At one point, 2024 was on track to beat 2021. Recent dryness may have nixed that, but this year should still be very good. pic.x.com/5jd2wrfygx
At one point, 2024 was on track to beat 2021. Recent dryness may have nixed that, but this year should still be very good. pic.x.com/5jd2wrfygx
Pro Farmer
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@profarmer
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Sep 18
The Brazilian Chamber of Deputies approved the “Fuels of the Future” bill last week, which could increase soybean crushing for biodiesel production according to the Brazilian Association of Vegetable Oil Industries (Abiove).
zurl.co/PgCK pic.x.com/zrur944hsg
zurl.co/PgCK pic.x.com/zrur944hsg
Pro Farmer
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@profarmer
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Sep 18
Barge traffic to Bolivian and Brazilian ports on the Paraguay River has almost ground to a halt due to low water levels north of Paraguay’s capital Asuncion, said Raul Valdez, chairman of shipping trade group CAFyM.
Paraguay relies on rivers to transport 80% of its agricultural… x.com/i/web/status/1…
Paraguay relies on rivers to transport 80% of its agricultural… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Sep 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 17
CBOT #wheat seems to be heading toward ~560-562 (a support with multiple DMAs). We're still bullish...but where's the next buying opportunity? 560, 540, 520, or 500 😬?
From our Friday's note (sizov.report/reports/23921/…):
'We remain bullish on wheat in the long term (next few… x.com/i/web/status/1… pic.x.com/usrhosi6lm
From our Friday's note (sizov.report/reports/23921/…):
'We remain bullish on wheat in the long term (next few… x.com/i/web/status/1… pic.x.com/usrhosi6lm
Pro Farmer
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@profarmer
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Sep 17
Conab released 2024-25 projections of a 166.28 MMT soybean crop, which would be up 12.82% from last year if realized.
Pro Farmer
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@profarmer
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Sep 17
The corn futures market continues to languish in a sideways and choppy trading range that has been in place since July.
The key outside markets were a mixed bag for corn today as higher crude oil prices were a positive but a firmer U.S. dollar index was a negative.
The key outside markets were a mixed bag for corn today as higher crude oil prices were a positive but a firmer U.S. dollar index was a negative.
Pro Farmer
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@profarmer
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Sep 17
Live cattle futures surged today, supported by continued strength in the cash market.
Cash cattle trade got an unexpected early start in the northern market, with 986 head trading hands in Iowa at $183.48. That is up 66¢ from last week’s average for the area & $1.88 above the… x.com/i/web/status/1…
Cash cattle trade got an unexpected early start in the northern market, with 986 head trading hands in Iowa at $183.48. That is up 66¢ from last week’s average for the area & $1.88 above the… x.com/i/web/status/1…
Karen Braun
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@kannbwx
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Sep 17
🇦🇷#Argentina's corn yields grew steadily late last century, though they began to fluctuate more noticeably about 20 years ago. It has been a few years since Argentina's #corn yields have approached full potential, struggling particularly in the last 3 years (drought, pests). pic.x.com/yrxgqthims
Market Talk
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@markettalkag
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Sep 17
Markets were quiet in grains on Tuesday with livestock the star of the show. We discuss the overall picture and if funds are moving to the sidelines or not with Jim McCormick (@jpmccormick3) from @AgMarket_Net on today's program. #agnews #markets
youtube.com/watch?v=Gmj6T5…
youtube.com/watch?v=Gmj6T5…
Pro Farmer
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@profarmer
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Sep 17
SovEcon raised its forecast for Russia’s 2024 wheat crop to 82.9 MMT, up from 82.5 MMT, citing higher-than-expected yields.
Market Talk
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@markettalkag
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Sep 17
Retweeted...
American Ag Network
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@AmericanAgNet
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Sep 17
Before you hop in the cab for harvest, remember that safety comes first. Farm Safety and Health week has kicked off its 80th year. This year’s theme is Don’t Learn Safety By Accident.
Yesterday on @AoA_TalkShow we talked with Laura Siegel from @AgriSafeNetwork. She discussed the… x.com/i/web/status/1… pic.x.com/s7unggj89o
Yesterday on @AoA_TalkShow we talked with Laura Siegel from @AgriSafeNetwork. She discussed the… x.com/i/web/status/1… pic.x.com/s7unggj89o
Pro Farmer
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@profarmer
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Sep 17
The lean hog futures market bulls are out of the gate strong so far this week, which suggests some more follow-through technical buying interest from the speculators will occur in the near term.
October futures’ discount to the CME cash hog index also likely spurred some… x.com/i/web/status/1…
October futures’ discount to the CME cash hog index also likely spurred some… x.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Sep 17
$DXY keeps bouncing from ~100.5...can it go even lower? Ags/commodities want to know...
#oatt #oott pic.x.com/xhvmnvjyxv
#oatt #oott pic.x.com/xhvmnvjyxv
Karen Braun
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@kannbwx
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Sep 17
🇺🇦#Ukraine planted 6.9% of its 2025 winter grain area as of Sept. 16, below the year-ago pace (11.8% by Sept. 19, 2023). Drought is limiting planting activity and it could eventually cut area, particularly for rapeseed. pic.x.com/cxdxcpwdxr
Pro Farmer
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@profarmer
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Sep 17
Learn more about forward-contract cash sales with our free guide:
• real-world examples
• best time(s) to use
• tips & explanations
Free Download: zurl.co/VQiF pic.x.com/fvd2jyebsb
• real-world examples
• best time(s) to use
• tips & explanations
Free Download: zurl.co/VQiF pic.x.com/fvd2jyebsb
Pro Farmer
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@profarmer
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Sep 17
Brazil’s “Fuels of the Future” bill could increase the soybean crushing for biodiesel production to 55.8 MMT in 2025, up from the current 31 MMT forecast for 2024, according to data from the Brazilian Association of Vegetable Oil Industries (Abiove).
Andrey Sizov
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@sizov_andre
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Sep 17
2,800 people (!) injured, eight dead...crude +2% pic.x.com/zibduskkbu
Andrey Sizov
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@sizov_andre
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Sep 17
"As always, when financial conditions loosen, demand comes roaring back, and the market tends to catch everyone offside. This time is likely no different – I expect commodities to start doing well again soon, even as the crowd stays laser-focused on the negatives."
$dxy #oatt… x.com/i/web/status/1… x.com/BittelJulien/s…
$dxy #oatt… x.com/i/web/status/1… x.com/BittelJulien/s…
Julien Bittel, CFA
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@BittelJulien
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Sep 17
At this stage in the business cycle, with financial conditions easing – and fast – we’re right in the middle of a classic setup where commodities are primed to move higher again soon, just as everyone else has turned mega bearish.
Historically, it’s in these moments of extreme… x.com/i/web/status/1… pic.x.com/8hgcmdsuuz
Historically, it’s in these moments of extreme… x.com/i/web/status/1… pic.x.com/8hgcmdsuuz
Pro Farmer
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@profarmer
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Sep 17
Members of the National Oilseed Processors Association (NOPA) crushed 158.0 million bu. of soybeans during August, well shy of the 171.3 million bu. analysts expected and the lowest monthly figure since September 2021.
zurl.co/c8fx pic.x.com/6v82tkuhw1
zurl.co/c8fx pic.x.com/6v82tkuhw1
Andrey Sizov
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@sizov_andre
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Sep 17
Retweeted...
Andrey Sizov
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@sizov_andre
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Sep 17
Aging well so far...
Wonder where will the sell-off in Matif #wheat stop pic.x.com/rud8ujeqrz x.com/sizov_andre/st…
Wonder where will the sell-off in Matif #wheat stop pic.x.com/rud8ujeqrz x.com/sizov_andre/st…
Josh Linville
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@JLinvilleFert
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Sep 17
Are you a grain cart driver and are already getting yelled at this early in harvest.
Please remember, harvest could not happen without you and your hard work...BUT IT WOULD GO A LOT BETTER IF YOU WOULD HURRY THE HELL UP!!!!
Please remember, harvest could not happen without you and your hard work...BUT IT WOULD GO A LOT BETTER IF YOU WOULD HURRY THE HELL UP!!!!
Accounts we follow:
farmbucks.com
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.
500 Following
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613 Followers
Andrey Sizov
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
2147 Following
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34.5K Followers
Karen Braun
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
149 Following
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80.6K Followers
Arlan Suderman
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
@ArlanFF101 Chief Commodities Economist for StoneX Group, Inc. Tweets are my own and do not necessarily represent StoneX positions, strategies or opinions.
4497 Following
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49.5K Followers
Josh Linville
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
23.7K Following
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36.1K Followers
Market Talk
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
@markettalkag Hosted by award winning farm broadcaster Jesse Allen (@jesseallenag). Tune in each weekday on YouTube, podcast and radio for market analysis and more!
362 Following
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1615 Followers
Pro Farmer
@profarmer We help farmers capture higher profits with on-target, practical marketing advice and strategies. Mobile, Email & Digital services.
@profarmer We help farmers capture higher profits with on-target, practical marketing advice and strategies. Mobile, Email & Digital services.
142 Following
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18.8K Followers