News - Farmbucks

farmbucks.com · @farmbuckscom · Apr 26

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Pro Farmer · @profarmer · Apr 26

France’s ag ministry rated the country’s wheat crop as 63% good or excellent as of April 22, down one percentage point from last week and the lowest for this time of year since 2020.

Karen Braun · @kannbwx · Apr 26

🍷Global #wine demand hit a 27-year low in 2023 as production hit a 60+ year low. Particularly large losses in Chinese consumption, down 25% YOY and down 60% in the last five years.

I, however, did not contribute to this trend.
reuters.com/markets/commod…

Karen Braun · @kannbwx · Apr 26

Funds covered a lot of short positions across CBOT #corn, #wheat and #soybeans in the week ended April 23, but they remain heavily bearish. Wheat futures led the way with near 7% gains during the week. Wheat added another 3% between Wed and Fri but corn and beans eased.

farmbucks.com · @farmbuckscom · Apr 26

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Darin D. Fessler ✝️ · @DDFalpha · Apr 26

Winter #wheat conditions look to decline further on noon run of GFS Ens. Not even a probability of a 0.50" over next 7 days... yikes. 🌾 pic.twitter.com/WGrJjvWafw

Market Talk · @markettalkag · Apr 26

Wheat led again on Friday but grains faded late. Did May options expiration play a role? Should you be looking out to deferred contracts to make some forward sales? Well, @kvanahn from @VanAhnCo seems to think so. She joins us today to discuss. #markets

youtu.be/1udW-OhQNs0

Andrey Sizov · @sizov_andre · Apr 26

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Darin D. Fessler ✝️ · @DDFalpha · Apr 26

Chicago #wheat putting in one heck of an UGLY 1hr candle… 🔻🌾

Andrey Sizov · @sizov_andre · Apr 26

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Andrey Sizov · @sizov_andre · Apr 26

Russian South has been very dry recently....here's how precipitation volume looks like for Rostov, #1 #wheat grower. Marginally above 0 mm two months in a row.

Not a great crop. A disaster? Probably not, especially if the recent weather forecasts are correct.

More in today's… twitter.com/i/web/status/1… pic.twitter.com/tQZbCfUdIY

Andrey Sizov · @sizov_andre · Apr 26

+2 cents ((
and -11 cents from high )) x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 26

The chance of a reversal/correction in #wheat is rising ....can we close in the red tomorrow?

If you are a subscriber, make sure you haven't missed today's sizov.report note.

#oatt #russia #blacksea pic.twitter.com/8X7hmuw9Zl

Andrey Sizov · @sizov_andre · Apr 26

Yes
Repeat it for the folks in the back x.com/booboo_grains/…

BooBoo · @BooBoo_grains · Apr 26

More rain in South Russia; EU model
#wheat pic.twitter.com/kYKBp8FlaT

Karen Braun · @kannbwx · Apr 26

🇦🇷#Argentina's Rosario port was the world's No. 3 grain export hub in 2023, down from No. 2 in 2020-2022 and No. 1 in 2019 after last year's drought slashed crop production.

🇧🇷Santos nearly matched 🇺🇸NOLA, but #Brazil's top port has doubled farm exports in the last 6 years.

Andrey Sizov · @sizov_andre · Apr 26

Solve this:

1) Algeria is one of the top destinations for Russian soft #wheat
2) Mexico is a big buyer of Russian wheat
3) Russia is one of the top world durum exporters, but it banned its shipments in the current season

Question: Where does Algeria buy its durum from?

Answer:… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Apr 26

✅200-day average for CBOT #wheat

Andrey Sizov · @sizov_andre · Apr 26

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exit266 · @exit266 · Apr 26

Lots of ships moving in the corridor today, Ukraine continues. x.com/davidhelms570/…

Andrey Sizov · @sizov_andre · Apr 26

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Rami Mayron · @RamiMayron · Apr 26

#WHEAT $W $WEAT x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 26

Hello 200DMA. July #wheat is trading above it today for the first time since the grain deal termination rally in July.

#oatt

Andrey Sizov · @sizov_andre · Apr 26

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Andrey Sizov · @sizov_andre · Apr 25

Russia's monthly #grain exports and S&D update

• Russia exporting #wheat at record pace; will it slow down shortly?
• Africa purchased record-high volume of Russian wheat in current season
• Export forecast upped again as Russian wheat competitive edge remains strong

More… twitter.com/i/web/status/1… pic.twitter.com/ASFEFxSCSK

Andrey Sizov · @sizov_andre · Apr 26

🪇🪇🪇 x.com/DHarker13/stat…

D Harker · @DHarker13 · Apr 26

$ZW1! riding the 30min 50SMA during this rally. It continues to hold. Will today be different? @sizov_andre pic.twitter.com/y8r2jeMsuW

Andrey Sizov · @sizov_andre · Apr 26

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Andrey Sizov · @sizov_andre · Apr 26

The chance of a reversal/correction in #wheat is rising ....can we close in the red tomorrow?

If you are a subscriber, make sure you haven't missed today's sizov.report note.

#oatt #russia #blacksea pic.twitter.com/8X7hmuw9Zl

Andrey Sizov · @sizov_andre · Apr 26

Russian South has been very dry recently....here's how precipitation volume looks like for Rostov, #1 #wheat grower. Marginally above 0 mm two months in a row.

Not a great crop. A disaster? Probably not, especially if the recent weather forecasts are correct.

More in today's… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 26

Russian South has been very dry recently....here's how precipitation volume looks like for Rostov, #1 #wheat grower. Marginally above 0 mm two months in a row.

Not a great crop. A disaster? Probably not, especially if the recent weather forecasts are correct.

More in today's… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 26

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SovEcon · @sovecon · Apr 26

U.S. Corn sales for the week ending April 18 reached 1.3 MMT, exceeding market estimates of 0.4-0.9 MMT. Major buyers included Mexico, South Korea, and Japan.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 26

Morning, everyone

#wheat #lifehacks #oatt

Andrey Sizov · @sizov_andre · Apr 26

The chance of a reversal/correction in #wheat is rising ....can we close in the red tomorrow?

If you are a subscriber, make sure you haven't missed today's sizov.report note.

#oatt #russia #blacksea

Market Talk · @markettalkag · Apr 26

We talked market action today with Bryan Doherty from @TotalFarmMktg on today’s show. Watch/listen to hear more about the on-going wheat rally and much more. #AgTwitter

youtu.be/YWcx7y5bpoI?si…

Market Talk · @markettalkag · Apr 26

Also on Thursday’s show, we welcomed Craig Turner (@CornWheatSoy) from @StoneX_Official to the show for the first time to discuss recent market action and marketing grain in a low price environment. #AgTwitter #OATT

youtu.be/76c5IWphDsc?si…

farmbucks.com · @farmbuckscom · Apr 25

🤔When Ginger with @gfy_ag shorts HRW...makes you check out all your top bids on your Farmbucks app and make a physical sale 💵

farmbucks.com · @farmbuckscom · Apr 25

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Pro Farmer · @profarmer · Apr 24

The notable drop in purchases has pushed India’s wheat inventories to their lowest level in 16 years, which may force the world’s 2nd-largest wheat producer to import wheat for the first time since 2017.

#wheat

Andrey Sizov · @sizov_andre · Apr 25

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Andrey Sizov · @sizov_andre · Apr 25

SovEcon: Russia to export record-high #wheat volume in April

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

#oatt

Karen Braun · @kannbwx · Apr 25

🇦🇷Crop conditions in #Argentina are better than last year (not saying much). #Soybeans (30% good, 24% poor) are no worse than in 2022 or 2021, but #corn (17% good, 40% poor) is worse than those years.

BA exchange said Thursday it might cut the soy harvest estimate from 51 mmt.

Arlan Suderman · @ArlanFF101 · Apr 25

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Market to Market · @MarketToMarket · Apr 25

Here is what’s happening before @ArlanFF101 arrives. pic.twitter.com/8LlGXyfFL8

Karen Braun · @kannbwx · Apr 25

🇺🇸U.S. #wheat export sales for 2024/25 (2.15 mmt as of April 18) are on an efficient pace for the date. Big difference from the lousy year-ago volumes.

35% of that is hard red spring (5yr avg share for the date is 24%) and 16% is hard red winter (5yr avg of 30%).

Josh Linville · @JLinvilleFert · Apr 25

Just drove halfway across Missouri to attend my oldest state band performance. Saw a lot of fields.

I would put harvest at 0%...am I doing the crop tour thing right?!?!

Karen Braun · @kannbwx · Apr 25

🇺🇦#Ukraine's Farm Minister Mykola Solsky has resigned amid allegations that he was involved in an illegal acquisition of state-owned land worth $7 million (Reuters)

On Tuesday, Solsky had said Ukraine's spring planting was 20% delayed vs 2023 on heavy rains.

Andrey Sizov · @sizov_andre · Apr 25

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DanielR · @DanielR33187703 · Apr 25

Increased use of electronic warfare has forced both sides to use larger antennas for FPV #drones. This video shows one result. It is not clear how well this would work on a windy day.
t.me/projectArchang… pic.twitter.com/qJPX8ctNWI

Karen Braun · @kannbwx · Apr 25

🇺🇸The Biden administration is expected to release a climate model for its sustainable aviation fuel subsidy program on Tuesday.

Andrey Sizov · @sizov_andre · Apr 25

#Wheat rally continues 🚀🚀🚀...some fresh longs were added yesterday probably

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 25

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Andrey Sizov · @sizov_andre · Apr 24

ZWN/ZWU spread suggests that the US #wheat market is not really tight while flat price rallies...hmm

#oatt #sizovreport pic.twitter.com/UlOMa9IVnA

Andrey Sizov · @sizov_andre · Apr 25

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Andrey Sizov · @sizov_andre · Apr 24

So it was a buy…
Congrats to the bulls out there
I thought that the funds had covered enough and was wrong x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 25

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Andrey Sizov · @sizov_andre · Apr 24

SovEcon: Russian #wheat exports are estimated at record-high 4.8 mmt in March and 4.6 mmt in April. Looking at line-ups, outstanding sales, and the new crop spread, we expect to see a substantial slowdown during the next two months.

More in the trade and S&D note:… twitter.com/i/web/status/1… pic.twitter.com/iZMvHABmP5

Andrey Sizov · @sizov_andre · Apr 25

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SovEcon · @sovecon · Apr 25

From April 1 to April 24, Ukraine shipped 4.9 MMT of grains and pulses, compared to 2.8 MMT in the same period last year, according to the Ministry of Agrarian Policy.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 25

SovEcon: Russia to export record-high #wheat volume in April

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

#oatt

Andrey Sizov · @sizov_andre · Apr 25

Russia's monthly #grain exports and S&D update

• Russia exporting #wheat at record pace; will it slow down shortly?
• Africa purchased record-high volume of Russian wheat in current season
• Export forecast upped again as Russian wheat competitive edge remains strong

More… twitter.com/i/web/status/1…

Arlan Suderman · @ArlanFF101 · Apr 25

Export sales for the week ending April 18 (mln bu); #corn 51.1 old- & 10.3 new-crop; grain sorghum 1.5; #soybeans 7.7 old- & 4.4 new-crop; #wheat 3.0 old- & 13.7 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Apr 25

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Susan Littlefield · @firefighter89 · Apr 25

The Wednesday @ChannelSeed #FinalBell #Podcast with @ArlanFF101 with @StoneX_Official (Thanks Chad Moyer for filling in) 🎙️ p.ftur.io/krvnam/26733

Arlan Suderman · @ArlanFF101 · Apr 25

Mexico was again the featured buyer of U.S. #corn in the week ending April 18 at a net 15.4 million bushels of old-crop and 10 million bushels of new-crop. #oatt

Arlan Suderman · @ArlanFF101 · Apr 25

China bought a cargo of US #wheat in the week ending April 18, but it was actually a switch from a previous purchase by "unknown destinations." #oatt

Arlan Suderman · @ArlanFF101 · Apr 25

China took 7.3 million bushels of US #soybeans previously listed to unknown destinations and switched it to China in the week ending April 18, and then cancelled 1.4 million bushels of that purchase. #oatt

Karen Braun · @kannbwx · Apr 25

🇺🇸U.S. #corn export sales last week exceeded expectations led by Mexico, S Korea & Japan, and shipments (1.7 mmt) were a season high. Colombia bought #soyoil and the Philippines bought #soymeal. Couple unknown cargoes of #soybeans switched to China but total soy sales were weak.

Andrey Sizov · @sizov_andre · Apr 25

Maria is ready for another day

Andrey Sizov · @sizov_andre · Apr 25

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matt campbell · @mattc_fcs · Apr 24

me and a buddy talking about how we dont have to trade wheat pic.twitter.com/IZL5ouI6Ez

Andrey Sizov · @sizov_andre · Apr 25

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CropProphet · @CropProphet · Apr 24

Today's 00Z EC precip forecast indicates an Iowa #corn production weighted 3.52 inches is likely, concentrated over three days. Not "drought-busting" per se, but definitely #drought beneficial. pic.twitter.com/5nx1Sstcf0 x.com/CropProphet/st…

Andrey Sizov · @sizov_andre · Apr 25

#wheat x.com/robertrasmus2/…

Robert Rasmus · @RobertRasmus2 · Apr 25

@sizov_andre Rallying on dropping open interest pic.twitter.com/kARD3aIgU0

Andrey Sizov · @sizov_andre · Apr 24

ZWN/ZWU spread suggests that the US #wheat market is not really tight while flat price rallies...hmm

#oatt #sizovreport

Karen Braun · @kannbwx · Apr 24

Putting recent CBOT #wheat strength in context with the last 4 years. Back in March, futures dipped to the lowest levels since August 2020. They had made all-time highs in March 2022. Large speculators have been short wheat since July 2022, unfazed by the mid-2023 rallies.

Market Talk · @markettalkag · Apr 24

We discussed the wheat rally continuing, ongoing discussions about USDA/CONAB discrepancies and livestock action with Arlan Suderman (@ArlanFF101) from @StoneX_Official on our @markettalkag and @AmericanAgNet Midday Commentary. #OATT

podcasts.apple.com/us/podcast/mar…

Market Talk · @markettalkag · Apr 24

Wheat continued theshort covering rally on Wednesday, led by KC wheat. Meantime, more bird flu headlines in the news cycle may be affecting the #cattle markets again. Mike Zuzolo (@ZEUSHOYO) from Global Commodity Analytics joins us to discuss. #agtwitter

youtube.com/watch?v=jvHsZ3…

Karen Braun · @kannbwx · Apr 24

April 24: CBOT July #wheat this week has popped above most moving averages, settling at $6.13/bu on Wed. The contract has jumped almost 11% in the last 4 sessions, most-active wheat's biggest rally since July. US/Europe/Russia weather, Black Sea tensions, low India stocks...

Arlan Suderman · @ArlanFF101 · Apr 24

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Market Talk · @markettalkag · Apr 24

We discussed the wheat rally continuing, ongoing discussions about USDA/CONAB discrepancies and livestock action with Arlan Suderman (@ArlanFF101) from @StoneX_Official on our @markettalkag and @AmericanAgNet Midday Commentary. #OATT

podcasts.apple.com/us/podcast/mar…

Andrey Sizov · @sizov_andre · Apr 24

So it was a buy…
Congrats to the bulls out there
I thought that the funds had covered enough and was wrong x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 24

July #wheat: Is it a buy or a sell here?

My information bubble is mostly bullish, too bullish for me...

#oatt #sizovreport pic.twitter.com/6rUEVrWRFh

Josh Linville · @JLinvilleFert · Apr 24

Dear Arby, you make a great sandwich but can we please return the condiment bar? Specifically, peppercini's.

I'm going to look really stupid bringing in a jar of my own each time I visit...but I'm not above looking stupid!!!

Karen Braun · @kannbwx · Apr 24

🇷🇺🇰🇵 #Russia possibly looking to deepen agricultural ties with North Korea

Josh Linville · @JLinvilleFert · Apr 24

Starting to already see some discussions around summer resets starting to take place for fertilizer.

I'll be sending out the May #farmer #fertilizer newsletter middle of next week and I'll be hitting on some of my watch points/expectations:

subscribe.stonex.com/farmer-fertili…

Karen Braun · @kannbwx · Apr 24

These soybean flashes to unknown on Friday were actually to Mexico.... USDA corrected that on Tuesday. x.com/kannbwx/status…

Karen Braun · @kannbwx · Apr 19

USDA confirms the following U.S. export sales:
▪️216,500 tonnes of #corn to Mexico (23kt for 23/24, 193.5kt for 24/25)
▪️121,500 tonnes of #soybeans to unknown destinations (13.5kt for 23/24, 108kt for 24/25)

Arlan Suderman · @ArlanFF101 · Apr 24

#Ethanol stocks slip to 24.7 million barrels in the week ending April 19, as production drops for seasonal maintenance, down from 26.1 million the previous week, but up from 24.3 million barrels in the same week last year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Apr 24

#Ethanol production dropped to 954K barrels per day in the week ending April 19, down from 983K bpd the previous week, and below the 967K bpd the previous year. #corn #oatt

Arlan Suderman · @ArlanFF101 · Apr 24

The production of #ethanol utilized an estimated 94.6 million bushels of #corn in the week ending April 19, down from 97.5 million the previous week, and down from 95.2 million bushels in the same week last year. #oatt

Arlan Suderman · @ArlanFF101 · Apr 24

Estimated marketing year to date #corn use for #ethanol totals 3.442 billion bushels, up 166 million or 5.1% from the previous year's pace, but still 89 million bushels above the seasonal pace needed to hit USDA's target. #oatt

Karen Braun · @kannbwx · Apr 24

🇺🇸U.S. #ethanol production has declined in recent weeks after a stronger showing late last month. In the past 3 weeks, ethanol output has declined 11.1%, ethanol stocks fell 2.6% and implied U.S. gasoline demand is down 8.8%.

Andrey Sizov · @sizov_andre · Apr 24

SovEcon: Russian #wheat exports are estimated at record-high 4.8 mmt in March and 4.6 mmt in April. Looking at line-ups, outstanding sales, and the new crop spread, we expect to see a substantial slowdown during the next two months.

More in the trade and S&D note:… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Apr 24

Just once I would like to see a nitrogen manufacturing CEO say:

"We are always exploring ways to produce more fertilizer in cleaner ways. However, we are part of a system that have a responsibility to feed the world and that requires adequate and reliable supplies ."

Market Talk · @markettalkag · Apr 24

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Naomi Blohm · @naomiblohm · Apr 24

Despite the flashy headline, the article emphasizes that the commercial #milk supply is safe.🥛
npr.org/2024/04/24/124…
#dairy

Andrey Sizov · @sizov_andre · Apr 24

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SovEcon · @sovecon · Apr 24

The Egyptian bulk carrier, which had been stuck in the Russian port of Novorossiysk due to a lack of required documents, was able to leave last Friday, Bloomberg reports. Two other ships carrying wheat for Egypt are still awaiting documents

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

Andrey Sizov · @sizov_andre · Apr 24

#wheat #oatt x.com/CropProphet/st…

CropProphet · @CropProphet · Apr 24

@DDFalpha Additional information on a winter wheat production weighted basis. pic.twitter.com/jMdkB0hDJC

Andrey Sizov · @sizov_andre · Apr 24

July #wheat: Is it a buy or a sell here?

My information bubble is mostly bullish, too bullish for me...

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 24

Matif September #wheat remains above 220 EUR. Last week, we predicted a big move in French wheat, we got it, but now it feels that bulls are starting to get tired...

#oatt #sizovreport

Market Talk · @markettalkag · Apr 24

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Karen Braun · @kannbwx · Apr 23

🇲🇽#Mexico says by September it expects a resolution on the GMO #corn trade dispute, which threatens to limit US corn exports if aggressively implemented.

As of April 11, Mexico had (by FAR) a record book of US corn for 2023/24 delivery, but 2024/25 sales were at average levels. pic.twitter.com/RZeR148iN1

Andrey Sizov · @sizov_andre · Apr 23

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Mylton Casaroli Neto · @mylton_neto · Apr 23

Segundo a consultoria SovEcon, a estimativa de produção para o #trigo na Rússia é de 93 mmt. Apesar de representar uma redução de 1 mmt em relação ao levantamento anterior, ainda é uma ótima safra. Ainda há riscos climáticos que podem impactar esses números. Porém, o país ainda… twitter.com/i/web/status/1… x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 23

That's interesting...~1K of July #wheat contracts were sold during the last minute of the session. Pretty uncommon.

#oatt pic.twitter.com/fmjc9e0bRe

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 23

“We are likely to see a substantial slowdown in exports very soon because the country exported everything that it could,” Andrey Sizov told the Kyiv Independent.

As of April 17, the volume of exports since the start of the marketing season, which started in July 2023 and ends in… twitter.com/i/web/status/1… pic.twitter.com/OkZA4srN7J

Andrey Sizov · @sizov_andre · Apr 23

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Andrey Sizov · @sizov_andre · Apr 23

We have lowered the new Russian #wheat crop forecast, by 1 mmt to 93.0 mmt. This is still a very decent crop, BUT a lot will depend on the weather during the next few weeks.

Can we go from here to <90 mmt crop if there are no decent rains in the South? Absolutely. Can Russia… twitter.com/i/web/status/1… pic.twitter.com/D4260D0u5w

Karen Braun · @kannbwx · Apr 23

🇲🇽#Mexico says by September it expects a resolution on the GMO #corn trade dispute, which threatens to limit US corn exports if aggressively implemented.

As of April 11, Mexico had (by FAR) a record book of US corn for 2023/24 delivery, but 2024/25 sales were at average levels.

Market Talk · @markettalkag · Apr 23

More support in the grains, led by wheat once again on Tuesday. We discussed that, US/China relations and livestock action on Tuesday with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary for @AmericanAgNet and @markettalkag.

open.spotify.com/episode/6be54g…

Market Talk · @markettalkag · Apr 23

Wheat led to the upside again on Tuesday with corn and soybeans following. We discuss overall demand, trade fundamentals and why you shouldn't get too bulled up after a few day rally. Jim McCormick (@jpmccormick3) from @AgMarket_Net joins us to discuss.

youtu.be/VRWClQ5o6P4

Karen Braun · @kannbwx · Apr 23

🇧🇷Second #corn conditions in Parana, #Brazil are unchanged from last week: 69% good / 21% average / 10% poor. 30% of the crop is now pollinating (33% week ago) and 49% of it is in the grain fill stage (37% week ago). x.com/kannbwx/status…

Karen Braun · @kannbwx · Apr 16

🇧🇷Crop agency Deral out of Parana, #Brazil, will likely cut the state's second #corn harvest estimate next week due to hot & dry weather. 2024 2nd crop will likely be below 2023 levels.

As of Tuesday, 69% of the crop is in good condition and 10% is bad (vs 72% / 8% last week).

Arlan Suderman · @ArlanFF101 · Apr 23

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Market Talk · @markettalkag · Apr 23

More support in the grains, led by wheat once again on Tuesday. We discussed that, US/China relations and livestock action on Tuesday with Arlan Suderman (@ArlanFF101) from @StoneX_Official in our Midday Commentary for @AmericanAgNet and @markettalkag.

open.spotify.com/episode/6be54g…

Karen Braun · @kannbwx · Apr 23

COT could be interesting on Friday. Net buying prominent in last 3 sessions (estimates tend to lowball bigger moves). In week ended April 23, CBOT July contracts:
#Corn +2.2% (best 5-day stretch for most-active in 6 wks)
#Soybeans +1.9% (5+ wk best)
#Wheat +6.7% (best since Dec)

Andrey Sizov · @sizov_andre · Apr 23

Reuters: Ukraine's anti-corruption police named Farm Minister Mykola Solsky as a suspect in a criminal investigation into the illegal acquisition of state-owned land worth $7 million, the minister said on Tuesday, denying the allegations.

reuters.com/world/europe/u…

Andrey Sizov · @sizov_andre · Apr 23

What a reversal...#wheat is closing above 100DMA and $6, still within the channel. x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 23

CBOT #wheat touched the upper trendline (above $6!) and seems to reject 100DMA.

The market needs something bigger than the recent events in Ukraine to rally further, probably. If you trade wheat, Russian weather and the Odesa #grain terminals should be your priority currently.… twitter.com/i/web/status/1… pic.twitter.com/keRDI5z6g2

Andrey Sizov · @sizov_andre · Apr 23

That's interesting...~1K of July #wheat contracts were sold during the last minute of the session. Pretty uncommon.

#oatt

Andrey Sizov · @sizov_andre · Apr 23

Hmmm. I thought Milei would cut ag export taxes. It looks like (ag) taxes are not necessarily theft when they account for 10%+ of state revenues...

I wonder what folks from Argentina think about the new president. As I recall, farmers supported Macri initially, but got… twitter.com/i/web/status/1… x.com/jpreciadopatin…

Javier Preciado Patiño · @jpreciadopatino · Apr 23

When the Gvot threatened to increase the #sunflower complex export taxes, the value chain reacted accelerating the export records and the farmers' sales. Of the current 565K tons, 364K (64%) were recorded last December. 🧵#oilseeds #vegoils #agribusiness pic.twitter.com/FJukmN8Nqt

Josh Linville · @JLinvilleFert · Apr 23

N.A. #urea values have been showing some signs of life in recent trade days as sellers know the calendar is working against buyers (time running out).

However, a very wet forecast could delay planting which would delay N demand...and put pressure on it again.

All about timing.

Arlan Suderman · @ArlanFF101 · Apr 23

This area needs the rain, but the liquid kind - not the hard kind. Be careful folks! #wheat #oatt x.com/NWSSPC/status/…

NWS Storm Prediction Center · @NWSSPC · Apr 23

For Thursday (4/25), there is an Enhanced risk of severe weather for parts of the Texas Panhandle into western Oklahoma and south-central Kansas. Confidence has increased in strong to intense tornadoes and very large (2-3 in.) hail, in addition to severe wind gusts. pic.twitter.com/wJ8O462Lr3

Karen Braun · @kannbwx · Apr 23

April 23: CBOT July #wheat futures extend gains on US crop health decline and general crop concerns in the N Hem. July wheat topped the 100-day avg for the first time since Jan and is up 8+% in the last 3 sessions, biggest rally since July. First $6+/bu since early Feb, too.

Karen Braun · @kannbwx · Apr 23

🇺🇦#Ukraine's farm minister says heavy rains have delayed spring planting by around 20% compared with 2023. Ministry didn't provide year-ago data.

But I dug up some stories. See highlighted dates. About 750k ha of #corn sown this year vs 53k a year ago 🤔 2024 delay is unclear?

Andrey Sizov · @sizov_andre · Apr 23

“We are likely to see a substantial slowdown in exports very soon because the country exported everything that it could,” Andrey Sizov told the Kyiv Independent.

As of April 17, the volume of exports since the start of the marketing season, which started in July 2023 and ends in… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 23

“We are likely to see a substantial slowdown in exports very soon because the country exported everything that it could,” Andrey Sizov told the Kyiv Independent.

As of April 17, the volume of exports since the start of the marketing season, which started in July 2023 and ends in… twitter.com/i/web/status/1…

Market Talk · @markettalkag · Apr 23

Retweeted...

Naomi Blohm · @naomiblohm · Apr 22

When is the "summer high" for #corn?
15 out of 24 years, the "summer high" for July corn futures occurs in June.
Here is a look at the past 24 years: 🌽
(Past performance is not indicative of future results.) pic.twitter.com/h8peFjV5S7

Andrey Sizov · @sizov_andre · Apr 23

😉😉 x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 23

CBOT #wheat touched the upper trendline (above $6!) and seems to reject 100DMA.

The market needs something bigger than the recent events in Ukraine to rally further, probably. If you trade wheat, Russian weather and the Odesa #grain terminals should be your priority currently.… twitter.com/i/web/status/1… pic.twitter.com/keRDI5z6g2

Andrey Sizov · @sizov_andre · Apr 23

Retweeted...

SovEcon · @sovecon · Apr 23

The share of U.S. winter wheat crop in good to excellent condition fell by 5 percentage points to 50% over the week. Market participants forecasted the condition in the range of 52-55%.

More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 23

CBOT #wheat touched the upper trendline (above $6!) and seems to reject 100DMA.

The market needs something bigger than the recent events in Ukraine to rally further, probably. If you trade wheat, Russian weather and the Odesa #grain terminals should be your priority currently.… twitter.com/i/web/status/1…

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