Latest news from Twitter

Arlan Suderman · @ArlanFF101 · May 30

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K-State Agronomy · @KStateAgron · May 30

Cropping options to follow an early terminated wheat crop could be similar to those for full-season crops. At this point in the season, viable crop options are still #corn, #soybeans, and #sorghum. Check out the article to learn more: bit.ly/3C0NXL6 @KSUCROPS pic.twitter.com/QM7syBOnA0

Arlan Suderman · @ArlanFF101 · May 30

USDA inspections of grain destined for China in the week ending May 25 (mln bu): #corn 18.4, grain sorghum 0.0, #soybeans 0.07, #wheat .007 #oatt

Arlan Suderman · @ArlanFF101 · May 30

Export inspections for the week ending May 25 (mln bu): #corn 51.7, grain sorghum 1.3, #soybeans 8.8, #wheat 14.0 #oatt

Karen Braun · @kannbwx · May 30

🇺🇸U.S. export inspections last week were within expectations ranges, including #corn on the higher end. About 467kt of corn was inspected for #China last week, but no #wheat, #soybeans or #sorghum.

Andrey Sizov · @sizov_andre · May 30

Let them nachos instead of cookies - Marie Antoinette, a famous CBOT trader

A bushel of #corn is +10 cents vs a bushel of #wheat....the spread was -70 cents just two weeks ago

#oatt

Arlan Suderman · @ArlanFF101 · May 30

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BAM Weather (BAMWX) · @bamwxcom · May 30

With a lack of recent rainfall + temps rising 10-15 degrees above average over the next 5-7 days, we are looking at some Evapotranspiration rates sitting 0.5 - 0.7+" above normal for this time of year across the OH Valley / Great Lakes region

#agwx #oatt #plant23 #corn pic.twitter.com/8j0C1KQHCd

Arlan Suderman · @ArlanFF101 · May 30

I started out as an agronomist over four decades ago. I've seen many years when all appeared lost, only to see modern genetics surprise us with their resiliency. Some parts of Midwest struggle with drought every year. But I'm not counting out the total crop yet. #oatt

Karen Braun · @kannbwx · May 29

#CropWatch23 #soybeans in Minnesota being replanted Monday. Planted May 10, but too much rain right afterward has hampered emergence. Up to 1/3 may be replanted. #Corn is doing well so far (May 3 planting).

Arlan Suderman · @ArlanFF101 · May 29

Do I think this year’s #corn and #soybean crops have the genetic potential to hit USDA’s yield estimate in an El Niño year? Absolutely! Greatest challenge they’ll have to overcome to do so? Low soil moisture profile. . #oatt.

Arlan Suderman · @ArlanFF101 · May 29

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FeedNavigator · @FeedNavigator · May 29

We talk to @ArlanFF101, chief commodities economist, @StoneX_Official about the impact of the Black Sea conflict on global grain and oilseeds markets. bit.ly/3N2LjLk

Karen Braun · @kannbwx · May 29

#CropWatch23 #corn in the I-States over the holiday weekend 🌽 Crop health remains strong, but some areas are staring down a very dry forecast. All four of these fields would benefit from immediate rain. Nerves building a bit for the producers.

Andrey Sizov · @sizov_andre · May 29

33 km (~20 miles) trail done this weekend, learning downhill running, getting close to 7 min/km average pace.

Follow me on Instagram:
instagram.com/p/Csx4yE5INYX/…

Andrey Sizov · @sizov_andre · May 29

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Andrey Sizov · @sizov_andre · May 29

I states are still predicted to be mostly dry

#corn #soybeans #wheat #oatt #agwx pic.twitter.com/7QepJnNAbS

Market Talk · @markettalkag · May 29

Thank you to those who paid the ultimate sacrifice.

Market Talk · @markettalkag · May 29

Thanks for the well wishes while I was out last week for my wedding and honeymoon and thanks to @PearsonCattle for sitting in for me! We talk weather today with Eric Snodgrass (@snodgrss), I have a market recap and a look at news headlines.

markettalkag.com/2023/05/29/mon…

Andrey Sizov · @sizov_andre · May 29

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Jeremey Frost · @FearlessGrain · May 29

Check out @sizov_andre for the real info and facts on Black Sea War and implications for the #grain markets

#OATT
#UkraineWarNews
#AgChat
#wheat
#RussianUkrainianWar twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 29

#wheat twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 29

@SoybeanTrader88 both look like no news
small fire in odesa because of drone debris...(most likely not a deliberate russian attack on the terminal)
lavrov badly needs to get his firmware upgraded...he's being telling those stories for around a year by now

Andrey Sizov · @sizov_andre · May 29

Russian #grain market weekly, May 22–26:

* Grains higher thanks to US weather
* May #wheat exports to grow 3.2 times YOY
* Farmers hope to see higher grain prices thanks to lower export tax
* Spring wheat is getting dry

More: sizov.report/reports/19213/…

#oatt

Andrey Sizov · @sizov_andre · May 29

Matif #wheat tries to remain on an uptrend...penetrating 230 won't be easy twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 29

Matif #wheat tries to remain on an uptrend...penetrating 230 could won't be easy twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 29

Time for $DXY to break that uptrend thanks to the debt ceiling agreement?

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 29

Time for $DXY to break that uptrend thanks to debt ceiling agreement?

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 29

I states are still predicted to be mostly dry

#corn #soybeans #wheat #oatt #agwx

Arlan Suderman · @ArlanFF101 · May 29

#corn #soybeans #oatt twitter.com/frye_wss/statu…

Darren Frye-$4.75 / 11.50 by June 25th · @Frye_WSS · May 28

The SOI keeps rising and moisture is starting to enter the 6-10 day forecast and look how the 10-15 day is increasing! Thanks Kirk for the maps! #corn #soybeans #oatt @Met_khinz @snodgrss pic.twitter.com/0VGRpifYyx

Karen Braun · @kannbwx · May 28

All is right in the world. Grapes are back at the store 🍇 Expensive, but luckily the $2.99/lb red grapes were decent enough to buy. I'm hoping for more plentiful supplies next week..

Andrey Sizov · @sizov_andre · May 28

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Chris Weston · @ChrisWeston_PS · May 28

*BIDEN, MCCARTHY HAVE REACHED A DEBT-LIMIT DEAL IN PRINCIPLE

Markets pricing this outcome but can’t hurt sentiment

Andrey Sizov · @sizov_andre · May 28

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Market Minute LLC · @MarketMinuteLLC · May 27

If it stays dry until the middle of June, watch out… our markets could be in for some fun 🌽 🚀 pic.twitter.com/RmT4LnsBn8

Andrey Sizov · @sizov_andre · May 28

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Andrey Sizov · @sizov_andre · May 26

SovEcon: Ukrainian #wheat and #corn exports to drop more than 30% in 2023/24 on a smaller crop and carry-in stocks.

Corn shipments are estimated at 19.0 mmt (-33% YOY); wheat - at 10.5 mmt (-34%).

More: sizov.report/reports/19120/

#oatt pic.twitter.com/5fCd13z2YJ

Andrey Sizov · @sizov_andre · May 27

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Claudio Gianni · @ClaudioGianni · May 27

En 2023/24 se espera una nueva e importante caída en las exportaciones ucranianas de trigo y maíz, dos productos en los que tenía alto protagonismo antes de la guerra... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 27

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Claudio Gianni · @ClaudioGianni · May 27

La producción de trigo ruso caería unos 16 M tn en 2023/24. Así y todo será igualmente muy abultada y el país tendrá muchísimo trigo para vender a precios con los cuales es difícil competir... twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 26

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Andrey Sizov · @sizov_andre · May 26

An impressive rally in December #corn, looks like the dry forecast is getting some attention. ~$5.4 is the next target but penetrating that could be not easy, especially if models turn wetter

#oatt #agwx twitter.com/i/web/status/1… pic.twitter.com/fRPySauqr2

Karen Braun · @kannbwx · May 26

Money managers narrowly avoided getting short CBOT #soybeans in the week ended May 23 - their last net short was in April 2020. They mildly sold #corn last week (net short 98kt), but funds were likely covering shorts this week amid the weather-driven rally.

Market Talk · @markettalkag · May 26

On Friday's Market Talk, Donna Hughes of StoneX talked rain in the plains, Bryan Doherty from Total Farm Marketing discussed dryness fears farther north & Naomi Blohm wonders about beef demand down the road markettalk.libsyn.com/friday-may-26t…

Karen Braun · @kannbwx · May 26

May 26: CBOT July #corn rose ~9% this week, on Friday settling above $6/bu for the first time since April 26.
🌽New-crop corn surged 3.6% Friday, by far Dec23's best single session since last July, settling at $5.34-1/2. Dry U.S. weather remains in focus.
Market is closed Monday.

Andrey Sizov · @sizov_andre · May 26

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Le Shrub Tropez🌳🔥🇺🇦 · @agnostoxxx · May 25

The only thing worse than being short AI, is not being long AI when it’s your job to be long AI 😹 pic.twitter.com/4TJ7k9ktqc

Andrey Sizov · @sizov_andre · May 26

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Allen Motew · @QTweather · May 26

Cold fronts and action out of the N-NW to develop for the Corn Belt. Deep trough on the way. Showery and cool down early June. pic.twitter.com/rPmhdPeixv

Andrey Sizov · @sizov_andre · May 26

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Patrick Bet-David · @patrickbetdavid · May 26

Target loses $9B in a week after the introducing LGBTQ-friendly kids clothing.

Target stock down 12%
Bud light down 25%

Lessons for all Fortune 500 CEO’s & CMO’s.

1. Screw your ESG score. Instead, Focus on KEEPING your BEST customers happy.

2. You can’t please both the… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 26

An impressive rally in December #corn, looks like the dry forecast is getting some attention. ~$5.4 is the next target but penetrating that could be not easy...

#oatt twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · May 26

Limit down in #wheat today? twitter.com/ReutersAg/stat…

Reuters Ag News · @ReutersAg · May 26

Russia signals end to Black Sea grain deal in July if demands not met reuters.com/markets/commod…

Karen Braun · @kannbwx · May 26

🇿🇦#SouthAfrica recently exported a record #corn volume to #China, bringing hope that the nation may cement its place in Chinese corn trade.

South Africa is Africa's largest corn grower/exporter, but its 20yr avg share of world corn exports is only 1.6% (high 2.8%, low 0.5%).

Arlan Suderman · @ArlanFF101 · May 26

December #corn trades 40 cents off its recent low as it adds some risk premium. #oatt

Josh Linville · @JLinvilleFert · May 26

December 2023 #corn recently set its 52-week low of $4.9075. At the time of this writing, that number has jumped significantly to $5.2775.

What are you doing?

Andrey Sizov · @sizov_andre · May 26

Don't forget about other #grain deal stakeholders in addition to Turkey...

Reuters: China hopes the Black Sea grain deal can be implemented in a balanced and comprehensive manner, and wants to cooperate on global food security, the foreign ministry said on Friday.

#wheat #corn

Andrey Sizov · @sizov_andre · May 26

...and beyond
the price action could be interesting if the market sees a similar picture on Monday evening / Tuesday twitter.com/Credit_Junk/st…

Low precipitation are expected for the weekend twitter.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · May 26

Matif #wheat is trying to make a U-turn, supported by Chicago and EUR weakness. It won't be easy with relatively high stocks and a good 23/24 EU crop outlook.

#oatt

Andrey Sizov · @sizov_andre · May 26

#Grains are green ahead of the main session while the precipitation outlook remains brownish....wonder how confident shorts are ahead of the long weekend

#oatt #agwx #corn #wheat

Andrey Sizov · @sizov_andre · May 26

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Andrey Sizov · @sizov_andre · May 25

#Bunge shares rallied today after news about a potential merger with #Viterra. The market seems to think that Viterra is the buyer...could it be the opposite? Glencore had plans to sell Viterra and could need cash for its Teck proposal...

$bg #oatt pic.twitter.com/s0pMBjXpvb

Andrey Sizov · @sizov_andre · May 25

Animal activists are trying to cancel Australian farmers - listen to Margo Andrae, head of Australian Pork..."they call us murderers" twitter.com/stationmum101/…

Gillian Fennell · @stationmum101 · May 25

When you donate to Animals Australia, Animals Alliance, PETA, Farm Transparency Project or any one of a number of animal activist organisations THIS is the behaviour that you are endorsing & funding.

pic.twitter.com/CG903Df8w3

Accounts we follow:

farmbucks.com
@farmbuckscom Leading-edge company in the #Grain #Marketplace. Changing the way #Farmers source grain prices.

470 Following · 495 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

2036 Following · 27.0K Followers

Karen Braun
@kannbwx Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.

146 Following · 70.3K 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.

4517 Following · 45.6K Followers

Josh Linville
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.

22.7K Following · 30.5K Followers

Market Talk
@markettalkag Hosted by award winning farm broadcaster Jesse Allen. Tune in each weekday for commodity market analysis and more! Produced by @AmericanAgNet.

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