Farmbucks News

Pro Farmer · @profarmer · Feb 22

Attention will be keyed in on Brazil over the course of the next month, particularly on safrinha plantings.

This week, producers are expected to have made a lot of progress in sowing first crop beans and planting second crop corn as gaps between rainfall allowed for favorable… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 22

The Seasonal Drought Outlook calls for drought to develop or persist over the bulk of HRW wheat areas through May.
Aside from persistent drought in northern/northwestern areas of the Corn Belt, drought conditions are not expected across the rest of the region.… x.com/i/web/status/1… pic.x.com/lnvESmbZG7

Pro Farmer · @profarmer · Feb 22

TFI International, a Canadian trucking company, is planning to relocate to the U.S. as more Canadian businesses consider shifting their operations in response to President Trump’s tariff threats, the Wall Street Journal reports.
zurl.co/R6s7X pic.x.com/exKEEIrokr

Market Talk · @markettalkag · Feb 22

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TODDNEELEY · @DTNeeley · Feb 22

EPA to Implement Year-Round E15 in Midwest States, Allows Potential Delays

dtnpf.com/agriculture/we… pic.x.com/c8zQ1i9Z1k

Pro Farmer · @profarmer · Feb 22

USDA’s 101st Annual Agricultural Outlook Forum will be held Feb. 27-28 near Washington, DC.

The look at corn and soybean acreage under current conditions will be among the key focal points.
Read more in today's Policy Update report: zurl.co/sbsIa pic.x.com/oru0liiCPR

Pro Farmer · @profarmer · Feb 21

The monthly USDA Cattle on Feed stated the February 1 U.S. large-lot (10,000-plus head) at 11.716 million head, down 0.7% from the year-ago total.

This virtually matched pre-report estimates averaging 99.2% of last year.

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 21

Russian exporters are lowering #wheat bids at ports due to low margins. However, with no quick fix, shipments are expected to stay slow.

More: sizov.report/reports/25536/…

#oatt #blacksea #sizovreport pic.x.com/0c6tuWkxQ5

Market Talk · @markettalkag · Feb 21

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Dave Brock · @drbrock37 · Feb 21

Bloomberg's PRE USDA Outlook Forum Estimates.

We updated all of our balance sheets this week, increasing corn exports for this year and taking our first stab at acreage for 2025/26.

All Balance sheets are in this week's Brock Report and viewable on Infographics pic.x.com/CGhaahVgQO

Karen Braun · @kannbwx · Feb 21

The course of action over the last three weeks suggests it is CBOT #wheat bears, NOT #corn bulls, who have been out-of-bounds with their bets. Over the last three weeks, funds have covered a significant # of short bets in wheat while holding mostly steady in their corn views. pic.x.com/EuhWnftn1i

Market Talk · @markettalkag · Feb 21

As we close out the week, grains seemed to slide quietly into the weekend with pressure again in outside markets. Are we seeing a correction or a longer term downtrend in commodities? Jim Emter with @VanAhnCo joins us with technical analysis on the show.
youtube.com/watch?v=P8bHtw…

Market Talk · @markettalkag · Feb 21

Plus, we welcome Josh Hayes with @HedgePlusWI to the Market Talk family today and get his perspective on the grain markets to end the week. We also touch on the geopolitical elements affecting commodities.

youtube.com/watch?v=qHQ4Ui…

Pro Farmer · @profarmer · Feb 21

Soybeans ended the week under mild pressure, as outside markets lent no help amid a broad risk-off tone across the marketplace.

Export sales data, released first thing this morning, failed to provide support as soybean sales continue to slide seasonally as Brazil’s robust… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 21

Wheat saw relative strength today while most of the grain and soy complex saw selling pressure. Cattle bounced ahead of today’s Cattle on Feed Report.
zurl.co/YAh58 pic.x.com/WiGYzDhdcb

Josh Linville · @JLinvilleFert · Feb 21

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RealAgriculture · @realagriculture · Feb 21

Nitrogen fertilizer markets creep up on snug supplies, strong demand: ow.ly/N3Iu50V4wzC #cdnag #ontag #westcdnag @JLinvilleFert @StoneX_Official pic.x.com/Ex9Q5mSSk3

Josh Linville · @JLinvilleFert · Feb 21

Seems like everyone is fired up about "ag influencers" recently.

Please remember I am not an influencer. I'm just someone that is dumb enough to talk about fertilizer!!!!!

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 21

Come on, FT—why not ask someone who actually understands farming? 🙈

Trying to swap nitrogen fertilizer for manure is a bad idea: Lower nitrogen content, harder to apply, logistic issues...

(And if I were a Brussels ag bureaucrat, I’d avoid talking too much about manure—might… x.com/i/web/status/1… pic.x.com/7RhXujxEsr

Market Talk · @markettalkag · Feb 21

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Corey Lavinsky · @biofuelslaw · Feb 21

Summit Carbon received a favorable decision today from the Minnesota PUC that issued Summit a route permit for its #CO2 #pipeline project in MN with conditions. It must obtain permits to build a pipeline & sequester CO2 in ND before construction in MN can begin. #ethanol pic.x.com/pmwDdUGSEi

Market Talk · @markettalkag · Feb 21

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Karen Braun · @kannbwx · Feb 21

🇺🇸U.S. net export sales for corn, wheat & soybeans were near the high ends of expectations last week and soyoil topped them. Japan & Mexico accounted for a large portion of the corn sales, Colombia bought soyoil. pic.x.com/tpuWpVjC5K

Market Talk · @markettalkag · Feb 21

Grains seem to be sliding quietly into the weekend while stocks are under more pressure and livestock is mixed. Arlan Suderman (@ArlanFF101) from @StoneX_Official joins us to discuss Friday's trade action. #OATT
markettalk.libsyn.com/midday-comment…

Andrey Sizov · @sizov_andre · Feb 21

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Karen Braun · @kannbwx · Feb 21

🇺🇸U.S. net export sales for corn, wheat & soybeans were near the high ends of expectations last week and soyoil topped them. Japan & Mexico accounted for a large portion of the corn sales, Colombia bought soyoil. pic.x.com/tpuWpVjC5K

Pro Farmer · @profarmer · Feb 21

While net corn sales slid modestly during the week ended Feb. 13, weekly exports totaled 1.61 MMT.
zurl.co/RvTcW pic.x.com/fYyqXK5sHt

Pro Farmer · @profarmer · Feb 21

Analysts surveyed by Reuters expect USDA to show the Feb. 1 large feedlot inventory (1,000-plus head) down 0.8% from year-ago in this afternoon’s Cattle on Feed Report.

Placements are expected to be up 2.2% from last year, though the pre-report range extends from down 1.7% to… x.com/i/web/status/1…

Karen Braun · @kannbwx · Feb 21

🇮🇳India is likely to raise vegoil import taxes again to support local farmers amid a crash in domestic oilseed prices. India is the world's top vegoil importer and meets nearly two-thirds of its annual demand through imports.
reuters.com/world/india/in…

Arlan Suderman · @ArlanFF101 · Feb 21

Marketing year to date #corn export sales exceed the seasonal pace needed to hit USDA's target by 231 million bushels, up from 221 million bushels the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Feb 21

Marketing year to date #soybean export sales exceed the seasonal pace needed to hit USDA's target by 75 million bushels, unchanged on the week. The surplus had been shrinking, but it paused this week. #oatt

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 21, 2024

One of the last coal sheep. Most are electric now.

Source: @MrCataclysme

#oatt #livestock #GreenDeal pic.x.com/P6W8JxANqQ

Andrey Sizov · @sizov_andre · Feb 21

Russian exporters are lowering #wheat bids at ports due to low margins. However, with no quick fix, shipments are expected to stay slow.

More: sizov.report/reports/25536/…

#oatt #blacksea #sizovreport pic.x.com/0c6tuWkxQ5

Andrey Sizov · @sizov_andre · Feb 21

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SovEcon · @sovecon · Feb 21

The International Grains Council reduced its global corn production forecast by 3.0 million metric tons (mmt) to 1.216 billion mt. The wheat production forecast was raised by 1.0 mmt to 797.0 mmt.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 20

Not much practical sense in that...you need to compare the resources and losses of both sides to make any conclusions

#russia #ukraine x.com/RichardHanania…

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 20

A good take.
But, as usual, Russian economic troubles are overstated, and Putin’s determination to continue the war is underestimated (probably).

#oatt #oott #russia #ukraine #wheat x.com/BurggrabenH/st…

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 20

SovEcon: #Wheat bids in Russian ports declining as traders trying to improve their margins

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

#oatt #russia #sizovreport #blacksea

Karen Braun · @kannbwx · Feb 21

🇺🇸U.S. net export sales for corn, wheat & soybeans were near the high ends of expectations last week and soyoil topped them. Japan & Mexico accounted for a large portion of the corn sales, Colombia bought soyoil. pic.x.com/tpuWpVjC5K

Arlan Suderman · @ArlanFF101 · Feb 21

China bought a net 3.7 million bushels of US #soybeans in the week ending Feb. 13, but 2.4 million of that was already on the books as "unknown destinations." #oatt

Market Talk · @markettalkag · Feb 21

Learn more about the latest innovations from @Geringhoff including the XFR! #agnews

Watch the full conversation here: youtube.com/watch?v=xL4-8W… pic.x.com/gctWxiutbv

Arlan Suderman · @ArlanFF101 · Feb 21

youtube.com/@ArlanSuderman #oatt

Andrey Sizov · @sizov_andre · Feb 21

Come on, FT—why not ask someone who actually understands farming? 🙈

Trying to swap nitrogen fertilizer for manure is a bad idea: Lower nitrogen content, harder to apply, logistic issues...

(And if I were a Brussels ag bureaucrat, I’d avoid talking too much about manure—might… x.com/i/web/status/1… pic.x.com/7RhXujxEsr

Pro Farmer · @profarmer · Feb 21

USDA Secretary Brooke Rollins announced her agency will release the first tranche of funding that had been paused due to a review of Inflation Reduction Act (IRA) allocations.

zurl.co/KboMV pic.x.com/JUiLOLUSjc

Arlan Suderman · @ArlanFF101 · Feb 21

Export sales for the week ending Feb. 13 (mln bu): #corn 57.2, grain sorghum 0.9, #soybeans 17.6 old- & 0.7 new-crop; #wheat 19.6 old- & 3.6 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Feb 21

Mexico was again the featured buyer of US #corn last week at a net 21.5 million bushels, including 2.2 switched from "unknown". Japan bought a net 18 mln bu, including 7.7 switched from "unknown" #oatt

Pro Farmer · @profarmer · Feb 21

IGC cut its world soybean crop forecast by 2 MMT to 418 MMT, though that would still be a record and up 22 MMT (5.3%) from 2023-24.

Pro Farmer · @profarmer · Feb 21

A coalition of oil and biofuel industry groups is urging the Environmental Protection Agency (EPA) to increase biofuel blending requirements for 2026 and beyond.
zurl.co/oCKPq pic.x.com/CcjLw7P2Rt

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 20

Aged well…
#Wheat is down 20+ cents since that video.

The real question: are we back to the “sell wheat, live in a mansion” trade, or is this just a pullback perhaps setting up a buying opportunity?

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

Andrey Sizov · @sizov_andre · Feb 21

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Andrey Sizov · @sizov_andre · Feb 20

Harder, better, faster, stronger

#soybeans #oatt #china pic.x.com/2O3z2yy51T

Josh Linville · @JLinvilleFert · Feb 21

I would love to talk some smack about the U.S./Canada hockey game, but I'm headed to Canada next week and I REALLY do not want a "thorough" check at customs!!!!

Pro Farmer · @profarmer · Feb 21

March cotton futures closed lower for the 2nd straight session as bears maintain the technical advantage.

Prices settled near support at 66.00¢, while weakness below that mark has bears targeting support at 65.63¢, then 65.01¢, the contract low.

Pro Farmer · @profarmer · Feb 20

For the 17th time in the past 18 months, the overall Rural Mainstreet Index (RMI) sank below the 50.0 reading in February, according to the monthly survey of bank CEOs in rural areas of a 10-state region dependent on agriculture and/or energy.

“The economic outlook for grain… x.com/i/web/status/1… pic.x.com/ud9cQt72Sg

Market Talk · @markettalkag · Feb 20

Soybeans surged on Thursday while March corn futures continue to hang around the $5 mark. Plus, we saw a lower day in cattle and hogs. We get thoughts on the trade action with Bryan Doherty from @TotalFarmMktg on today's program. #agnews #commodities

youtube.com/watch?v=o_tIcu…

Market Talk · @markettalkag · Feb 20

We saw a down day in cattle on Thursday and the cash trade is coming in a bit lower as well. Is it time to be a little more concerned or is this just the sign of choppy volatility ahead? @bradyhuckATI from @trust_ati joins us to discuss on the show.

youtube.com/watch?v=ZO8pLt…

Pro Farmer · @profarmer · Feb 20

Soybean futures led strength across the grain and soy complex today, though ultimately continued in the tight range that has limited price action the past couple of weeks.

Soybeans were supported by reports that a fresh trade deal with China is “possible,” according to… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Feb 20

Not much practical sense in that...you need to compare the resources and losses of both sides to make any conclusions

#russia #ukraine x.com/RichardHanania…

Richard Hanania · @RichardHanania · Feb 20

The Economist: "In April 2022, following Russia’s retreat from the north of Ukraine, it controlled 19.6% of Ukrainian territory; its casualties (dead and wounded) were perhaps 20,000. Today Russia occupies 19.2% and its casualties are 800,000, reckon British sources." pic.x.com/h3hx04S7i4

Pro Farmer · @profarmer · Feb 20

The noon report today showed Choice-grade boxed beef values fell $1.80 to $312.09, while Select rose 25¢ to $304.01.

Movement at midday was 63 loads and the Choice-Select spread is presently $8.08.

Pro Farmer · @profarmer · Feb 20

Brazil’s center-west production areas will trend wetter late this weekend and next week with more frequent showers and thunderstorms likely to slow farming activity, according to @worldwx .

Karen Braun · @kannbwx · Feb 20

🇦🇷Crop conditions in Argentina rose slightly this week versus last on recent rains. Both #corn & #soybeans gained 2-3 % points in the good category and lost the same amount in the poor category. However, the new ratings are not quite as good as two weeks ago. pic.x.com/0NXQUonZL6

Andrey Sizov · @sizov_andre · Feb 20

Aged well…
#Wheat is down 20+ cents since that video.

The real question: are we back to the “sell wheat, live in a mansion” trade, or is this just a pullback perhaps setting up a buying opportunity?

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

Andrey Sizov · @sizov_andre · Feb 18

🌾 Real cold weather hits Russia and the US today ❄️

Can the #wheat market rally further? 📈

More: sizov.report/reports/25456/…

#oatt #sizovreport #agwx pic.x.com/zUaM9h72k6

Pro Farmer · @profarmer · Feb 20

The International Grains Council (IGC) cut its forecast for 2024-25 global corn production by 3 MMT to 1.216 billion MT, though it remains slightly higher than USDA’s current projection of 1.212 billion.

Andrey Sizov · @sizov_andre · Feb 20

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Eduardo Vanin · @EduardoVanin4 · Feb 20

Corn Fob Arg levels are eroding. Maybe we start to see Arg taking a larger share of Asian tenders. pic.x.com/xiyvzET6Ws

Pro Farmer · @profarmer · Feb 20

The 90-day forecast from the National Weather Service covering March through May shows increased chances for above-normal temps across the South and East Coast.

Aside from far eastern areas, the Corn Belt is expected to see “equal chances” for normal, above-normal and… x.com/i/web/status/1… pic.x.com/pPWfT1fcea

Karen Braun · @kannbwx · Feb 20

🌽Excluding China, U.S. #corn export sales for 2024/25 stood at 17-year highs as of early February, reflective of the recently strong demand.

If including China, total sales are down 20% from 2020/21 levels.

But why would we exclude China? Why is this analysis helpful? pic.x.com/DyeZioNa7s

Arlan Suderman · @ArlanFF101 · Feb 20

#Ethanol stocks rise to 26.2 million barrels in the week ending February 14, up from 25.7 million barrels the previous week, and up from 25.5 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Feb 20

#Ethanol production firmed to 1,084K barrels per day last week, up from 1,082K bpd the previous week, but matching the pace from the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Feb 20

Estimated #corn use for #ethanol production was 104.5 million bushels last week, up from 104.3 million bushels the previous week. #oatt

Arlan Suderman · @ArlanFF101 · Feb 20

Estimated marketing year to date #corn use for #ethanol totals 2.523 billion bushels, up 3 million bushels from the previous year's pace, and roughly 25 million bushels above the seasonal pace needed to hit USDA's target for the year. #oatt

Josh Linville · @JLinvilleFert · Feb 20

Urea has been scaling back on price last few days. Fundamentally, nothing has really changed but fertilizer isn't ran solely on fundamentals.

Several didn't expect the run up. It has been a long run.

Fear of missing the high is very real.

I think more upside is coming...

Andrey Sizov · @sizov_andre · Feb 20

There are no issues with Truth Social for Ukrainian IPs x.com/TrumpDailyPost…

Donald J. Trump Posts From His Truth Social · @TrumpDailyPosts · Feb 20

Well they haven’t blocked X and all of Trump’s Truth Social posts are also posted here on X @TrumpDailyPosts 😎 x.com/electionwiz/st…

Andrey Sizov · @sizov_andre · Feb 20

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SovEcon · @sovecon · Feb 20

From February 1 to 19, Ukraine exported 2.3 million metric tons (mmt) of grain and legumes, compared to 3.2 mmt a year earlier, according to data from the country’s Ministry of Agrarian Policy.

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

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Feb 20

A good take.
But, as usual, Russian economic troubles are overstated, and Putin’s determination to continue the war is underestimated (probably).

#oatt #oott #russia #ukraine #wheat x.com/BurggrabenH/st…

Alexander Stahel 🌻 · @BurggrabenH · Feb 20

Excellent summary by former head of MI6, Sir Alex Younger, of this new era in geopolitics…adapt or die

pic.x.com/Dq1vcKORFY

Andrey Sizov · @sizov_andre · Feb 20

🥰🥰🥰 x.com/ecommerceshare…

Wasteland Capital · @ecommerceshares · Feb 20

$BABA AI-iBaba (get it?) huge beats & ACCELERATION across the board. 👍 Tmall & Taobao +9% (up from +2%). Cloud +13% (up from +7%!) w/ superb AI growth! 🤪. International ecom +36% 😮 Wowowow! Logistics biz slow (1)%. Cost control 👍. $52bn cash pile.

BABA IS BACK, BABY! 🐉 pic.x.com/1U1p3iJvXb

Andrey Sizov · @sizov_andre · Feb 20

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Bloomberg Economics · @economics · Feb 20

Treasury Secretary Scott Bessent signaled that sanctions relief for Russia could be on the table in talks over the Ukraine war trib.al/QnjKcx7

Arlan Suderman · @ArlanFF101 · Feb 20

Be sure to follow my new YouTube Channel at youtube.com/@ArlanSuderman #oatt #corn #soybeans #wheat

Andrey Sizov · @sizov_andre · Feb 20

Black Sea winter #wheat is enduring extreme cold… ❄️ Fully priced in by now? 🤔

More insights: sizov.report/?utm_campaign=…

#oatt #agwx #sizovreport pic.x.com/Ove369lblW

Andrey Sizov · @sizov_andre · Feb 20

SovEcon: #Wheat bids in Russian ports declining as traders trying to improve their margins

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

#oatt #russia #sizovreport #blacksea

Pro Farmer · @profarmer · Feb 20

India is facing warm, dry weather, threatening its wheat crop and raising the prospect of the government cutting or removing import duties.

Andrey Sizov · @sizov_andre · Feb 20

💪💪💪 x.com/rohlfs_werner/…

Werner Rohlfs · @rohlfs_werner · Feb 20

#wheat has completed an impuls up in daily chart that is now being corrected down to a typical retracement level. It's completely normal! Waiting for the correction to end, then back in with a long position. x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Feb 20

Harder, better, faster, stronger

#soybeans #oatt #china pic.x.com/2O3z2yy51T

Pro Farmer · @profarmer · Feb 20

The European Union is taking steps to align import standards with domestic regulations, focusing on pesticide use and animal welfare.

The move aims to address EU farmers’ concerns and ensure fair competition.
zurl.co/E6SMY pic.x.com/urq2Fs1GeY

Andrey Sizov · @sizov_andre · Feb 20

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Traders Community · @TradersCom · Feb 20

US Treasury secretary Bessent:
- US has a strong dollar policy BUT don't want others to manipulate their currencies
- China's yuan is hard to value BUT on any academic model, the yuan is cheap
- Revaluing #gold reserves is not what I had in mind

Andrey Sizov · @sizov_andre · Feb 20

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Andrey Sizov · @sizov_andre · Feb 19

Well…you’ve been warned. Great short opportunity in #wheat yesterday 😉 x.com/sizov_andre/st…

Pro Farmer · @profarmer · Feb 20

Brazil will produce 171.3 MMT of soybeans in the 2024/25 season, less than the 172.4 million tons forecast in January, agribusiness consultancy Agroconsult said on Wednesday after inspecting about half of the fields in a nationwide crop tour.
zurl.co/YmRTH pic.x.com/V7gNfr4ep4

Pro Farmer · @profarmer · Feb 20

U.S. ethanol industry groups are welcoming President Donald Trump’s attention to Brazil’s ethanol tariffs, which impose an 18% duty on U.S. exports while Brazilian ethanol faces only 2.5% U.S. duties.
zurl.co/QvQas pic.x.com/4a3bpE80U2

Arlan Suderman · @ArlanFF101 · Feb 20

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StoneX Group Inc. · @StoneX_Official · Feb 19

Brazilian currency advantages, La Nina forecasts and headlines charged by Trump pose lurking threats to the corn, wheat and beans markets. @ArlanFF101 breaks down the current outlook in the wake of the WASDE report stonex.com/en/thought-lea…

#tariffs #grains

Pro Farmer · @profarmer · Feb 19

Soybean traders are continuing to keep an eye on weather in South American soybean regions.

@worldwx today said Argentina rainfall “has helped to slow the deterioration of crops, although there will be need for greater rainfall in some areas.”

Andrey Sizov · @sizov_andre · Feb 19

The recession in Argentina is over, the 5% growth target for 2025 still looks reasonable and approval ratings remain relatively high... x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Feb 19

Wonder what the economy and Milei's approval rating will look like in three months from this tweet. Scheduling this for February 19, 2025

x.com/sizov_andre/st…

Market Talk · @markettalkag · Feb 19

We saw a tough turnaround lower in grains and hogs on Wednesday. Was it a money flow issue or something else that drove the markets lower? Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins us to discuss on today's show. #agnews #OATT

youtube.com/watch?v=cBoK1i…

Pro Farmer · @profarmer · Feb 19

Wheat futures faced corrective pressure after a run at the 200-day moving average for the 3rd straight session, while a firmer U.S. dollar also generally hovered over commodities.

Meanwhile, weather in wheat-growing regions across the globe and technical support should limit… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 19

It seems somewhat unlikely that cash trading will become active before the monthly USDA Cattle on Feed report is released Friday afternoon.
Industry survey results indicate traders expect the February 1 feedlot population to remain about 1% under the year-ago total, with both… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 19

The Renewable Fuels Association (RFA) is urging the reinstatement of expired biofuel tax incentives to provide stability amid uncertainty surrounding the new Section 45Z clean fuel production tax credit.

RFA President Geoff Cooper emphasized that bringing back these credits… x.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Feb 19

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Andrey Sizov · @sizov_andre · Feb 19

#Wheat keeps battling the 200DMA…still looks like there’s more downside risk than upside. 📉🌾

#oatt #sizovreport pic.x.com/dXKL9R0bdj

Andrey Sizov · @sizov_andre · Feb 19

Well…you’ve been warned. Great short opportunity yesterday 😉 x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Feb 18

🌾 Real cold weather hits Russia and the US today ❄️

Can the #wheat market rally further? 📈

More: sizov.report/reports/25456/…

#oatt #sizovreport #agwx pic.x.com/zUaM9h72k6

Andrey Sizov · @sizov_andre · Feb 19

Well…you’ve been warned. Great short opportunity in #wheat yesterday 😉 x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Feb 18

🌾 Real cold weather hits Russia and the US today ❄️

Can the #wheat market rally further? 📈

More: sizov.report/reports/25456/…

#oatt #sizovreport #agwx pic.x.com/zUaM9h72k6

Andrey Sizov · @sizov_andre · Feb 19

Wonder what the economy and Milei's approval rating will look like in three months from this tweet. Scheduling this for February 19, 2025

x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Nov 20, 2024

Should we call this a “collapse”?

4% decline in GDP in 2024…but 5-6% rebound is expected in 2025. x.com/TPCarney/statu…

Karen Braun · @kannbwx · Feb 19

🇧🇷Brazil's 2024/25 harvest of #soybeans will total 171.3 mmt according to Agroconsult after its crop tour, down from 172.4 mmt forecast previously. This is largely due to drought in the south and other weather challenges. However, Mato Grosso's output could be record-breaking. pic.x.com/NAnGS5wFry

Pro Farmer · @profarmer · Feb 19

Some wheat crop damage has possibly occurred recently in South Dakota due to bitter cold and no snow cover, according to @worldwx .

There is some concern over possible crop damage today in southwestern Kansas, southeastern Colorado and in a few areas south into the Texas… x.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Feb 19

Almost time to head down to the Top Producer Summit conference to give a presentation on the fertilizer markets.

"Please hold all questions and projectiles you would like to hurl at Josh until the end..."

Andrey Sizov · @sizov_andre · Feb 19

#Wheat keeps battling the 200DMA…still looks like there’s more downside risk than upside. 📉🌾

#oatt #sizovreport pic.x.com/dXKL9R0bdj

Andrey Sizov · @sizov_andre · Feb 19

The first cold night has passed in Russia’s winter #wheat regions—another one coming… ❄️🌾

Our quick take in our Discord group: sizov.report/?utm_campaign=…

#oatt #agwx pic.x.com/pl9t6FPvYD

Pro Farmer · @profarmer · Feb 19

Brazil is pushing back against the Trump administration’s complaints about ethanol tariffs by highlighting the lack of reciprocal access for Brazilian sugar in the U.S. market.

Brazilian officials argue that any discussion of fair trade should include addressing the high… x.com/i/web/status/1… pic.x.com/IOhfgt7hZB

Andrey Sizov · @sizov_andre · Feb 19

oh boy x.com/realDonaldTrum…

Donald J. Trump · @realDonaldTrump · Feb 19

pic.x.com/PMcrOwXejI

Pro Farmer · @profarmer · Feb 19

USDA announced it will not impose new restrictions on cattle imports from Mexico despite the latest detection of New World screwworm in a cow from Tabasco state.

The decision follows the agency’s implementation of a pre-clearance inspection and treatment protocol, which aims to… x.com/i/web/status/1…

Pro Farmer · @profarmer · Feb 19

Thailand’s feed industry is pitching to buy about $2.8 billion worth of agricultural commodities annually from the U.S. instead of other suppliers, as the country seeks to narrow its $35 billion trade surplus and head off possible tariffs on its own exports.

Read more in this… x.com/i/web/status/1… pic.x.com/larA7GcWlc

Andrey Sizov · @sizov_andre · Feb 19

Sizov: “The grain market gained solid support from stronger-than-expected U.S. #corn export numbers, which hit 1.6 million metric tons—well above the consensus range of 1.0-1.4 million metric tons.

Meanwhile, weak wheat inspection data was largely overlooked.

March corn… x.com/i/web/status/1… x.com/sovecon/status…

SovEcon · @sovecon · Feb 19

Andrey Sizov: "The grain market gained solid support from stronger-than-expected U.S. corn export numbers, which hit 1.6 mmt — well above the consensus range of 1.0-1.4 mmt. Weak wheat inspection data was largely overlooked."

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

#oatt #sizovreport

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