Latest news from (Twitter)
Market Talk
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@markettalkag
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Apr 24
Retweeted...
Karen Braun
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@kannbwx
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Apr 23
Karen Braun
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@kannbwx
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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
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
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@sizov_andre
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Apr 23
Retweeted...
Mylton Casaroli Neto
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@mylton_neto
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Apr 23
Mylton Casaroli Neto
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@mylton_neto
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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
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@sizov_andre
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Apr 23
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
#oatt pic.twitter.com/fmjc9e0bRe
Andrey Sizov
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@sizov_andre
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Apr 23
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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
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@sizov_andre
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Apr 23
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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
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@kannbwx
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Apr 23
Market Talk
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@markettalkag
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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…
open.spotify.com/episode/6be54g…
Market Talk
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@markettalkag
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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
youtu.be/VRWClQ5o6P4
Karen Braun
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@kannbwx
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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…
Arlan Suderman
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@ArlanFF101
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Apr 23
Retweeted...
Market Talk
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@markettalkag
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Apr 23
Market Talk
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@markettalkag
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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…
open.spotify.com/episode/6be54g…
Karen Braun
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@kannbwx
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Apr 23
Andrey Sizov
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@sizov_andre
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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…
reuters.com/world/europe/u…
Andrey Sizov
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@sizov_andre
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Apr 23
What a reversal...#wheat is closing above 100DMA and $6, still within the channel. x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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@jpreciadopatino
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Apr 23
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
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@jpreciadopatino
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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
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@JLinvilleFert
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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.
However, a very wet forecast could delay planting which would delay N demand...and put pressure on it again.
All about timing.
Arlan Suderman
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@ArlanFF101
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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
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@NWSSPC
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Apr 23
NWS Storm Prediction Center
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@NWSSPC
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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
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@kannbwx
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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
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@kannbwx
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Apr 23
Andrey Sizov
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@sizov_andre
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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…
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
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@sizov_andre
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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…
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
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@markettalkag
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Apr 23
Retweeted...
Naomi Blohm
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@naomiblohm
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Apr 22
Naomi Blohm
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@naomiblohm
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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
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
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@sizov_andre
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Apr 23
😉😉 x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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
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@sizov_andre
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Apr 23
Retweeted...
SovEcon
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@sovecon
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Apr 23
SovEcon
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@sovecon
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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
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
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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…
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…
Andrey Sizov
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@sizov_andre
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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…
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…
Andrey Sizov
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@sizov_andre
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Apr 23
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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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
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
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@sizov_andre
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Apr 23
And I assume the change in price was minimal in other states...more wise regulation always helps x.com/FoodProfessor/…
The Food Professor
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@FoodProfessor
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Apr 23
The Food Professor
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@FoodProfessor
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Apr 23
Since the minimum wage in California was increased to $20 an hour on April 1, fast-food prices in the state have risen by as much as 8%. pic.twitter.com/AUZ4Am6K8N
Andrey Sizov
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@sizov_andre
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Apr 23
Andrey Sizov
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@sizov_andre
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Apr 23
Retweeted...
Claudio Gianni
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@ClaudioGianni
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Apr 23
Claudio Gianni
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@ClaudioGianni
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Apr 23
Pero además la zona triguera núcleo de Rusia, el país que "pone" los precios en el mercado global, sigue seca y cada vez más calurosa, demasiado para la primavera en esta región... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
Matif #wheat jumped 4%+ today, the biggest move in many months. The contract is trading above 100DMA for the first time since November.
Big rally, which was accurately predicted for the sizov.report subscribers. A good call based on the fundamentals, funds'… twitter.com/i/web/status/1… pic.twitter.com/Yl5MiPxrxe
Big rally, which was accurately predicted for the sizov.report subscribers. A good call based on the fundamentals, funds'… twitter.com/i/web/status/1… pic.twitter.com/Yl5MiPxrxe
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
An impressive move in CBOT #wheat after more attacks on the Odesa region. Friday's high is taken out, and May Matir rallies.
Will it continue?
#oatt #sizovreport #blacksea pic.twitter.com/CejXpL8sk3
Will it continue?
#oatt #sizovreport #blacksea pic.twitter.com/CejXpL8sk3
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
#Soybeans down week on week amid bearish expectations from the S.A. crop; #wheat & #corn flat. The Black Sea risks are on the rise.
#oatt pic.twitter.com/KvUS6ILoPm
#oatt pic.twitter.com/KvUS6ILoPm
Market Talk
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@markettalkag
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Apr 22
We saw solid strength across grains and livestock on Monday; is this the start of a sustained rally or not? We discuss with @casheagle1 from @TotalFarmMktg and talk weather with @snodgrss from @NutrienAgRetail on today’s show!
markettalkag.com/2024/04/22/mon…
markettalkag.com/2024/04/22/mon…
Market Talk
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@markettalkag
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Apr 22
Retweeted...
Market Talk
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@markettalkag
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Apr 22
Retweeted...
Jim McCormick
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@jpmccormick3
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Apr 22
Jim McCormick
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@jpmccormick3
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Apr 22
Looking like Mother Nature trying to eradicate the Corn Belt Drought pic.twitter.com/e9HmzjAhtM
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Arlan Suderman
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@ArlanFF101
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Apr 22
Good summary of weather for the central U.S. #oatt x.com/USWeatherExper…
Mike Smith
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@USWeatherExpert
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Apr 22
Mike Smith
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@USWeatherExpert
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Apr 22
Winter Wheat Rainfall and Forecast
mikesmithenterprisesblog.com/2024/04/winter…
@ArlanFF101 #wheat #agriculture #Kansas #KSwx
#Oklahoma #OKwx #Texas #TXwx #Texas #NMwx
#NewMexico #COwx #Colorado #Missouri #MOwx
#Ozarks #Arkansas #ARwx twitter.com/i/web/status/1…
mikesmithenterprisesblog.com/2024/04/winter…
@ArlanFF101 #wheat #agriculture #Kansas #KSwx
#Oklahoma #OKwx #Texas #TXwx #Texas #NMwx
#NewMexico #COwx #Colorado #Missouri #MOwx
#Ozarks #Arkansas #ARwx twitter.com/i/web/status/1…
Arlan Suderman
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@ArlanFF101
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Apr 22
Retweeted...
StoneX Group Inc.
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@StoneX_Official
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Apr 22
StoneX Group Inc.
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@StoneX_Official
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Apr 22
What are the major trends influencing the commodities market?
@ArlanFF101, Chief Commodities Economist at StoneX, regularly presents his market analysis around the USDA Report release.
Sign up to watch the event Live or catch up on his previous views
stonex.com/thought-leader… pic.twitter.com/Y2rTXhgEr0
@ArlanFF101, Chief Commodities Economist at StoneX, regularly presents his market analysis around the USDA Report release.
Sign up to watch the event Live or catch up on his previous views
stonex.com/thought-leader… pic.twitter.com/Y2rTXhgEr0
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Josh Linville
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@JLinvilleFert
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Apr 22
In addition to gorilla hail, please watch out for:
- White rhinoceros' rainfalls
- Pterodactyl wind's
- Blue whale tornado's
Or as anyone who lives in the Midwest, there is a chance of storms... x.com/ReedTimmerUSA/…
Reed Timmer, PhD
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@ReedTimmerUSA
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Apr 22
- White rhinoceros' rainfalls
- Pterodactyl wind's
- Blue whale tornado's
Or as anyone who lives in the Midwest, there is a chance of storms... x.com/ReedTimmerUSA/…
Reed Timmer, PhD
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@ReedTimmerUSA
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Apr 22
INSANE pattern for severe weather and tornadoes across the southern Great Plains begins on Thursday, with at least 4-5 days in a row of prime storm chasing. Unfortunately, this severe weather pattern will also likely be very impactful, including an increased risk of gorilla hail… twitter.com/i/web/status/1… pic.twitter.com/faikxxUWtR
Karen Braun
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@kannbwx
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
Russia & Global #grain market weekly, Apr 15-19, 2024:
* #Wheat mixed, Black Sea risks on the rise
* Russia to export record-high wheat volume in April
* Wheat ruble prices up again
* Russia is dry and hot
If you trade wheat and #corn and are not subscribed to us, you could be… twitter.com/i/web/status/1… pic.twitter.com/7IiG7DvYvB
* #Wheat mixed, Black Sea risks on the rise
* Russia to export record-high wheat volume in April
* Wheat ruble prices up again
* Russia is dry and hot
If you trade wheat and #corn and are not subscribed to us, you could be… twitter.com/i/web/status/1… pic.twitter.com/7IiG7DvYvB
Karen Braun
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@kannbwx
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Apr 22
🇺🇸U.S. #corn export inspections hit a marketing-year high last week of 1.62 million tonnes (64 mbu), landing above all trade estimates. Mexico was the top destination though there were a couple cargoes to China. These are the weekly volumes you need to see this time of year.
Andrey Sizov
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@sizov_andre
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Apr 22
Matif #wheat jumped 4%+ today, the biggest move in many months. The contract is trading above 100DMA for the first time since November.
Big rally, which was accurately predicted for sizpv.report clients. A good call based on the fundamentals, funds' positioning, chart… twitter.com/i/web/status/1…
Big rally, which was accurately predicted for sizpv.report clients. A good call based on the fundamentals, funds' positioning, chart… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
·
Apr 22
Matif #wheat jumped 4%+ today, the biggest move in many months. The contract is trading above 100DMA for the first time since November.
Big rally, which was accurately predicted for sizov.report clients. A good call based on the fundamentals, funds' positioning, chart… twitter.com/i/web/status/1…
Big rally, which was accurately predicted for sizov.report clients. A good call based on the fundamentals, funds' positioning, chart… twitter.com/i/web/status/1…
Andrey Sizov
·
@sizov_andre
·
Apr 22
Matif #wheat jumped 4%+ today, the biggest move in many months. The contract is trading above 100DMA for the first time since November.
Big rally, which was accurately predicted for the sizov.report subscribers. A good call based on the fundamentals, funds'… twitter.com/i/web/status/1…
Big rally, which was accurately predicted for the sizov.report subscribers. A good call based on the fundamentals, funds'… twitter.com/i/web/status/1…
Karen Braun
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@kannbwx
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Apr 22
Money managers were net sellers of CBOT #soybeans in the week ended April 16, and they remain the most bearish for the time of year (close to all-time). Pattern seems to be recently tracking 2019 (blue line).
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
If you haven’t missed that you probably made a lot of money today
#wheat #sizovreport x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 21
#wheat #sizovreport x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 21
#wheat
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Andrey Sizov
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@sizov_andre
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Apr 22
If you haven’t missed that note you probably made a lot of money today
#wheat #sizovreport x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 21
#wheat #sizovreport x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
Apr 21
#wheat
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Marketing year to date grain sorghum export inspections exceed the seasonal pace needed to hit USDA's target by 18 million bushels, down slightly from 19 million bushels the previous week. #oatt
Arlan Suderman
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@ArlanFF101
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Apr 22
Arlan Suderman
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@ArlanFF101
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
An impressive move in CBOT #wheat after more attacks on the Odesa region. Friday's high is taken out, and May Matir rallies.
Will it continue?
#oatt #sizovreport #blacksea
Will it continue?
#oatt #sizovreport #blacksea
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Dr. Jebra Faushay
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@JebraFaushay
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Apr 22
Dr. Jebra Faushay
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@JebraFaushay
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Apr 22
In order to offset Taylor Swift’s emissions from flying around in 2023, we should all vow to use paper straws and give up eating beef.
Why is Greta Thunberg so silent on this? pic.twitter.com/AMBDTMjG1G
Why is Greta Thunberg so silent on this? pic.twitter.com/AMBDTMjG1G
Andrey Sizov
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@sizov_andre
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Apr 22
Andrey Sizov
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@sizov_andre
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Apr 22
Russia & Global #grain market weekly, Apr 15-19, 2024:
* #Wheat mixed, Black Sea risks on the rise
* Russia to export record-high wheat volume in April
* Wheat ruble prices up again
* Russia is dry and hot
If you trade wheat and #corn and are not subscribed to us, you could be… twitter.com/i/web/status/1…
* #Wheat mixed, Black Sea risks on the rise
* Russia to export record-high wheat volume in April
* Wheat ruble prices up again
* Russia is dry and hot
If you trade wheat and #corn and are not subscribed to us, you could be… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 22
Retweeted...
SovEcon
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@sovecon
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Apr 22
SovEcon
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@sovecon
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Apr 22
Over the weekend, Odesa Oblast was attacked several times. On Friday, the Port of Pivdennyi was attacked, damaging storage facilities for agricultural products. On Sunday, a farming enterprise was damaged during the drone attack
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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Apr 22
....and a week later, matif #wheat hit 210
#oatt x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 15
#oatt x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 15
Small ranges in Matif #wheat...the market is coiling. The breakout to the upside seems more probable to me at this stage, with a target of 210-215. What could be the trigger? Hmm...
#oatt #sizovreport #blacksea pic.twitter.com/lZKGGWmujK
#oatt #sizovreport #blacksea pic.twitter.com/lZKGGWmujK
Andrey Sizov
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@sizov_andre
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Apr 22
Looks like some #wheat shorts don't like the situation in the Odesa region
#oatt #blacksea #ukraine #russia x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 21
#oatt #blacksea #ukraine #russia x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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Apr 21
#wheat
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt pic.twitter.com/ls4cuIOUrF
Andrey Sizov
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@sizov_andre
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Apr 21
#wheat
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt
Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/
(subscribers only)
#oatt
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
Allen Motew
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@QTweather
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Apr 21
Allen Motew
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@QTweather
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Apr 21
Euro agrees with Midwest soaking the next 10 days. x.com/DDFalpha/statu…
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
Allen Motew
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@QTweather
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Apr 21
Allen Motew
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@QTweather
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Apr 21
Some of the driest areas to get soaked during the week ahead? pic.twitter.com/Vwn306xtGj
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
Susan Stroud
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@SusanNOBULL
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Apr 21
Susan Stroud
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@SusanNOBULL
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Apr 21
The Weekender is out!
It was a rough week for bean oil, making new multi-year lows while also seeing a record one-week fund selloff in the process
Bean oil is now trading back where it was before the renewable diesel-era boom pic.twitter.com/OfXuJSwpHy
It was a rough week for bean oil, making new multi-year lows while also seeing a record one-week fund selloff in the process
Bean oil is now trading back where it was before the renewable diesel-era boom pic.twitter.com/OfXuJSwpHy
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
International Grains Council
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@IGCgrains
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Apr 21
International Grains Council
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@IGCgrains
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Apr 21
World #rapeseed (#canola) #production in 2024/25 is predicted to fall slightly from the prior season’s peak, with the #EU’s outturn seen at a multi-year low on reduced #acreage. In contrast, #Australia’s output may recover on prospects for improved conditions. pic.twitter.com/X8lcC9G5zO
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
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@RussianGrainTra
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Apr 21
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
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@RussianGrainTra
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Apr 21
India 🇮🇳 is a bullish story for wheat 🌾 domestic prices are high - $335-350/PMT mill delivered to south India, so it makes sense for India 🇮🇳 to import wheat to build buffer stocks for food security‼️
We may see 3.5 MMT imports , possibly 5 MMT wheat 🌾 import to India‼️ x.com/agrinfo101/sta…
We may see 3.5 MMT imports , possibly 5 MMT wheat 🌾 import to India‼️ x.com/agrinfo101/sta…
Karen Braun
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@kannbwx
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Apr 21
I'm baaaaack 🥉 Haven't raced in well over a year and not only did I make my time goal, I defended my 3rd place age group award from the same 5k in 2022. Maybe I won the handstand division, though? 😂
farmbucks.com
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@farmbuckscom
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Apr 21
Retweeted...
Simon Jacques
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@zen_grain
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Apr 20
Simon Jacques
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@zen_grain
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Apr 20
The Canadian #Canola trade is DEAD.
March is the tipping point to make this determination => #viterra Trains are not moving to Vancouver or Thunder Bay.
* Australia Supply is abundant and -70/t cheaper to China
* and Europe shunned its doors to Canadian Canola.
from global… twitter.com/i/web/status/1… pic.twitter.com/VwgrCYYFZg
March is the tipping point to make this determination => #viterra Trains are not moving to Vancouver or Thunder Bay.
* Australia Supply is abundant and -70/t cheaper to China
* and Europe shunned its doors to Canadian Canola.
from global… twitter.com/i/web/status/1… pic.twitter.com/VwgrCYYFZg
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 19
Andrey Sizov
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@sizov_andre
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Apr 19
Reuters: Profit is growing further out of reach for U.S. #wheat farmers and many do not expect to break even in 2024 as ample global supply keeps prices around their lowest in nearly four years at the same time costs including equipment and transport remain high.… twitter.com/i/web/status/1… pic.twitter.com/QkdSsyWcR2
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 19
Andrey Sizov
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@sizov_andre
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Apr 19
Port infrastructure has been damaged in the Odesa region after Russian missile attacks (Yuzhne terminal?).
More: sizov.report
#oatt #sizovreport #wheat #corn
More: sizov.report
#oatt #sizovreport #wheat #corn
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Corbin Catt / Catt & Crew Farms
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@cb_catt
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Apr 20
Corbin Catt / Catt & Crew Farms
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@cb_catt
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Apr 20
As a wheat producer, I always prefer to avoid an early spring because it can cause the wheat to break dormancy too soon and potentially result in damage.
#corn #wheat #soybeans #oatt #agwx #grain @sizov_andre x.com/siekersales/st…
#corn #wheat #soybeans #oatt #agwx #grain @sizov_andre x.com/siekersales/st…
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Michael A. Gayed, CFA
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@leadlagreport
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Apr 20
Michael A. Gayed, CFA
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@leadlagreport
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Apr 20
Iran and Israel explained. pic.twitter.com/DSH7ol2DIG
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Andrey Sizov
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@sizov_andre
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Apr 20
Retweeted...
Market Talk
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@markettalkag
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Apr 19
ICYMI: We had another great discussion on our Midday Commentary with Arlan Suderman (@ArlanFF101) from @StoneX_Official about headlines risks, weather and overall market action on Friday. #AgTwitter #OATT
open.spotify.com/episode/7lcO35…
open.spotify.com/episode/7lcO35…
farmbucks.com
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@farmbuckscom
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Apr 19
Retweeted...
Pro Farmer
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@profarmer
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Apr 19
Pro Farmer
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@profarmer
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Apr 19
Weather conditions in the Corn Belt will come more into play in the coming weeks as corn planting is approaching fast.
@worldwx today said some planting delays are expected in U.S. corn production areas into May, “but overall the outlook is mostly a normal planting potential.”
@worldwx today said some planting delays are expected in U.S. corn production areas into May, “but overall the outlook is mostly a normal planting potential.”
Market Talk
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@markettalkag
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Apr 19
Retweeted...
Naomi Blohm
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@naomiblohm
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Apr 19
Naomi Blohm
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@naomiblohm
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Apr 19
Friendly leaning #Cattle on Feed report. 🐂
✔️On feed = 101% (trade expecting 102).
✔️Placements= 88% (trade expecting 92.8).
✔️Marketed = 86% (trade expecting 89).
✔️On feed = 101% (trade expecting 102).
✔️Placements= 88% (trade expecting 92.8).
✔️Marketed = 86% (trade expecting 89).
Market Talk
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@markettalkag
·
Apr 19
Headline news, weather, demand and more are all talking points in the markets. We discuss all of that and get some interesting clarification on NASS reports and the big difference between USDA and Conab with Ted Seifried (@TheTedSpread) from @ZanerGroup.
youtube.com/watch?v=61SxM8…
youtube.com/watch?v=61SxM8…
Market Talk
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@markettalkag
·
Apr 19
We discuss the market headlines this week and the overall demand picture in the grain markets as we wrap up the week. Joe Lardy, research analyst with @CHSInc, joins the show for the first time to discuss. #AgTwitter
youtube.com/watch?v=lwGjuK…
youtube.com/watch?v=lwGjuK…
Arlan Suderman
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@ArlanFF101
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Apr 19
Karen Braun
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@kannbwx
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Apr 19
Money managers staged a RECORD weekly selloff in CBOT #soyoil futures & options in the week ended April 16 as oilshare continued tumbling off six-month highs. Bean oil futures were down more than 5% in the week, and funds' net selling totaled nearly 50k contracts.
Andrey Sizov
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@sizov_andre
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Apr 19
Retweeted...
Miller Magazine
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@MillerMagazine
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Apr 19
Miller Magazine
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@MillerMagazine
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Apr 19
@sovecon, a leading Black Sea agricultural markets research firm, has cut its 2024 Russian wheat crop estimate by 1.0 million metric tons (MMT) to 93.0 MMT.
millermagazine.com/blog/sovecon-r…
#RussianWheat
millermagazine.com/blog/sovecon-r…
#RussianWheat
Andrey Sizov
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@sizov_andre
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Apr 19
Retweeted...
Esteban Moscariello
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@moscarielloe
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Apr 19
Esteban Moscariello
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@moscarielloe
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Apr 19
📢- TRIGO 🇷🇺
- La consultora Sovecon estimó que Rusia exportaría entre 4,2 y 4,6 millones de toneladas de trigo en abril, en comparación con un récord de 4,4 millones de toneladas hace un año.
- Rusia envió alrededor de 4,9 millones de toneladas de trigo en marzo, la mayor… twitter.com/i/web/status/1…
- La consultora Sovecon estimó que Rusia exportaría entre 4,2 y 4,6 millones de toneladas de trigo en abril, en comparación con un récord de 4,4 millones de toneladas hace un año.
- Rusia envió alrededor de 4,9 millones de toneladas de trigo en marzo, la mayor… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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Apr 19
20 days of E15 and a potential renewal later...priced in in #corn? x.com/kannbwx/status…
Karen Braun
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@kannbwx
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Apr 19
Karen Braun
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@kannbwx
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Apr 19
🇺🇸The U.S. EPA will temporarily expand sales of higher-ethanol blends of gasoline (E15) this summer, seen as a win for U.S. ag as it raises ethanol (thus corn) demand. Higher ethanol blends can increase smog in hot weather, but the difference between E15 and E10 is minimal. pic.twitter.com/G4cbHg1Iey
Josh Linville
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@JLinvilleFert
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Apr 19
Well, after internal discussions and feedback from folks here, going to give the old youtube thing a go starting next week.
Will be a brief view of what is being seen/watching/etc. in #fertilizer. Lot more details will still be in the newsletters.
Details to come.
Will be a brief view of what is being seen/watching/etc. in #fertilizer. Lot more details will still be in the newsletters.
Details to come.
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
·
547 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
2124 Following
·
33.0K 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.
147 Following
·
77.8K 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.
4502 Following
·
48.4K 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.
22.4K Following
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34.5K 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!
342 Following
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1410 Followers