News - Farmbucks

Andrey Sizov · @sizov_andre · Apr 19

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Miller Magazine · @MillerMagazine · 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

Andrey Sizov · @sizov_andre · Apr 19

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Esteban Moscariello · @moscarielloe · 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…

Andrey Sizov · @sizov_andre · Apr 19

20 days of E15 and a potential renewal later...priced in in #corn? x.com/kannbwx/status…

Karen Braun · @kannbwx · 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 · @JLinvilleFert · 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.

Andrey Sizov · @sizov_andre · Apr 19

Confirmed by Zelensky. It was Yuzhne (Pivdenny) terminal.

#oat #wheat #corn x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 19

Port infrastructure has been damaged in the Odesa region after Russian missile attacks (Yuzhne terminal?).

More: sizov.report

#oatt #sizovreport #wheat #corn

Andrey Sizov · @sizov_andre · Apr 19

#wheat #corn #soybeans #oatt

Andrey Sizov · @sizov_andre · Apr 19

Here's a good tool from CME.
No alerts though and no Euronext for some reason ))
Select the product in the left corner and enjoy.
Kansas #wheat options are doing some interesting things at the moment.

cmegroup.com/tools-informat… x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 18

Anyone can recommend a good tool that automatically tracks big changes in options OI in ags (CME & Euronext)?

Thank you

#oatt

Andrey Sizov · @sizov_andre · 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…

Andrey Sizov · @sizov_andre · Apr 19

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Andrey Sizov · @sizov_andre · Apr 19

Port infrastructure has been damaged in the Odesa region after Russian missile attacks (Yuzhne terminal?).

More: sizov.report

#oatt #sizovreport #wheat #corn

Andrey Sizov · @sizov_andre · Apr 19

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Andrey Sizov · @sizov_andre · Apr 19

French #wheat ratings remained unchanged week-on-week at 64%. vs 93% a year ago. Not bon at all.

#oatt #ble #sizovreport #agwx pic.twitter.com/u4Pvilud3e

Karen Braun · @kannbwx · 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.

Andrey Sizov · @sizov_andre · Apr 19

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Sven Henrich · @NorthmanTrader · Apr 19

Overnight futures Morning futures pic.twitter.com/Xdw487yi9L

Josh Linville · @JLinvilleFert · Apr 19

#phosphate seeing some activity in NOLA this morning which continues to paint a bearish picture.

This mornings MAP barge traded over $200 lower than the highest DAP barge traded in early March.

Even with the reset, phosphate values are not "great" vs grain prices.

Andrey Sizov · @sizov_andre · Apr 19

French #wheat ratings remained unchanged week-on-week at 64%. vs 93% a year ago. Not bon at all.

#oatt #ble #sizovreport #agwx

Andrey Sizov · @sizov_andre · Apr 19

Port infrastructure has been damaged in the Odesa region after Russian missile attacks (Yuzhne terminal?).

More: sizov.report

#oatt #sizovreport #wheat #corn

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)

Andrey Sizov · @sizov_andre · Apr 19

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Foreign Ag Service · @USDAForeignAg · Apr 19

Private exporters reported the following sales activity: 216,500 MT of corn to Mexico - 23,000 MT in MY 2023/2024 and 193,500 MT in MY 2024/2025 - and 121,500 MT of soybeans to unknown destinations - 13,500 MT in MY 2023/2024 and 108,000 MT in MY 2024/2025 fas.usda.gov/newsroom/expor…

Market Talk · @markettalkag · Apr 19

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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)

Andrey Sizov · @sizov_andre · Apr 19

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SovEcon · @sovecon · Apr 19

IGC lowered its estimate for corn carryover stocks in 2023/24 by 5.0 MMT to 289.0 MMT, revising the figures due to drought and diseases affecting crops in the Southern Hemisphere.

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

Andrey Sizov · @sizov_andre · Apr 19

#Wheat, #corn, gold, crude, VIX last night

#oatt #sizovreport

Andrey Sizov · @sizov_andre · Apr 19

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HL · @Lebcommodities · Apr 8

SovEcon analysts est. Russia exported 1.03 mmt of grain last week, that included 820,000 mt of wheat. In the prior week, Russian grain exports at 1.02 mmt, including 840,000 mt of wheat.

Andrey Sizov · @sizov_andre · Apr 19

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Miller Magazine · @MillerMagazine · Apr 8

In a recent interview with Miller Magazine, Andrey Sizov, Managing Director of SovEcon, discussed the complexities of the global wheat market.
Read the full interview here:
millermagazine.com/blog/sizov-war…

#GrainMarket #WheatMarket #GrainTrade #WheatTrade #GrainIndustry #WheatPrices

Andrey Sizov · @sizov_andre · Apr 18

#corn x.com/kannbwx/status…

Karen Braun · @kannbwx · Apr 18

🇺🇸Reuters exclusively reporting that the U.S. EPA is set to announce by the week's end plans to temporarily waive restrictions on higher-ethanol gasoline blends this summer, according to sources.

Andrey Sizov · @sizov_andre · Apr 18

Anyone can recommend a good tool that automatically tracks big changes in options OI in ags (CME & Euronext)?

Thank you

#oatt

Andrey Sizov · @sizov_andre · Apr 18

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Reuters · @Reuters · Apr 18

As authorities in Orenburg city called on thousands of residents to evacuate immediately due to rapidly rising flood waters, residents of one village ignored advice to flee their homes and instead, started building a homemade dike to save their houses reut.rs/4aCYOuI pic.twitter.com/Tp2FEWjgdv

Arlan Suderman · @ArlanFF101 · Apr 18

#oatt x.com/michellerookag…

Michelle Rook · @michellerookag · Apr 18

Markets Now video:#Soybeans make near term lows, pulling #corn along, #wheat bounces despite China cancellations. #Cattle higher ahead of cash, COF. Outside markets eye geopolitical events. @ArlanFF101 @StoneX_Official has analysis. @FarmJournal @AgDayTV
agweb.com/markets/market…

Arlan Suderman · @ArlanFF101 · Apr 18

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Michelle Rook · @michellerookag · Apr 18

Markets Now YouTube video: #Soybeans make near term lows, pulling #corn down, #wheat bounces despite China cancellations. #Cattle up pre-cash, COF. Outside markets eye geopolitical events.
@ArlanFF101 @StoneX_Official has analysis. @FarmJournal @AgDayTV
youtube.com/watch?v=FNiYTy…

Karen Braun · @kannbwx · Apr 18

🇺🇸Reuters exclusively reporting that the U.S. EPA is set to announce by the week's end plans to temporarily waive restrictions on higher-ethanol gasoline blends this summer, according to sources.

Market Talk · @markettalkag · Apr 18

More pressure in #soybeans on Thursday; is that something we should be worried about in the big picture? Bryan Doherty with @TotalFarmMktg answers that question and more today. Plus, we get an update on Texas wildfire recovery with Cattlemen's Beef Board (@Beef) board member Ryan… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Apr 18

🇨🇳#China reports first quarter 2024 imports of #corn & #wheat were within a few percentage points of Q1 2023, though #barley & #sorghum volumes were significantly higher. China also reports Q1 imports of #soybeans were a four-year low, and March imports were -20% YOY.

Andrey Sizov · @sizov_andre · Apr 18

#Corn took out the April low (on news that Argentina's crop has been eaten by leafhoppers and spiroplasma).

Will the March low (4.34-4.35) hold?

#oatt

Andrey Sizov · @sizov_andre · Apr 18

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ian bremmer · @ianbremmer · Apr 18

big difference between tough rhetoric and direct attack

especially without american support pic.twitter.com/1jnl70CCiu

Arlan Suderman · @ArlanFF101 · Apr 18

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Vincent Deluard · @VincentDeluard · Apr 18

"It's Time to Retire the 2% Inflation Target" says another bloomberg opinion columnist.

First they call you crazy. Then they fight you. Then, they say it was their idea all along. Finally, everyone pays more for their groceries 😂😂

bloomberg.com/opinion/articl…

Andrey Sizov · @sizov_andre · Apr 18

Wow. A new high in cocoa. Is the demand almost inelastic??

* Europe's first-quarter #cocoa grind fell 2.2% from a year earlier, while Asia's cocoa grind eased 0.2% year-on-year, industry data showed.

* But dealers had expected declines of 3-6% for Europe and 8% for Asia.… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 18

Russia's #wheat outstanding export sales continue to tank. They currently stand at 0.7 mmt only compared to 2.3 mmt in late March. No demand or more government intervention?

More: sizov.report

#oatt #agwx #blacksea

Andrey Sizov · @sizov_andre · Apr 18

Ukraine's exports remain exceptionally strong. Despite the recent problems at one of the Odesa terminals, in April 1-17 they exported 2.4 mmt of #corn vs. 2.8 mmt in March.

Their shipment should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 18

Ukraine's exports remain exceptionally strong. Despite the recent problems at one of the Odesa terminals, in April 1-17 they exported 2.4 mmt of #corn vs. 2.8 mmt in March.

Their shipments should slow down substantially shortly because of diminishing supply, but that's not the… twitter.com/i/web/status/1…

Josh Linville · @JLinvilleFert · Apr 18

Quiet on the #fertilizer front today:

#urea is holding, but leans bearish on Chinese export returns
#uan is tight
#NH3 is done
#phosphate values continue to fall
#potash...is basically back to being potash and doing nothing!

Just need planting to conclude so sidedress can start

Andrey Sizov · @sizov_andre · Apr 18

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Darin D. Fessler ✝️ · @DDFalpha · Apr 18

@IGCgrains (World) 24/25 April Ests:

#Wheat 🌾
Production 798MMT, -1MMT v Mar
Ending Stks 259MMT, -3MMT v Mar
YOY -5MMT

#Corn 🌽
Production 1.226MMT, -7MMT v Mar
Ending Stks 291MMT, -6MMT v Mar
YOY +2MMT

#Soybeans 🌱
Production 413MMT, unch v Mar
Ending Stks 75MMT, unch v… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 18

Matif May #wheat testing 205-206 resistance once again. Time to break out at last?

#oatt #sizovreport

Arlan Suderman · @ArlanFF101 · Apr 18

Export sales for the week ending April 11 (mln bu): #corn 19.7 old- & 2.6 new-crop; grain sorghum -0.07, #soybeans 17.8 old- & 9.7 new-crop; #wheat -3.4 old- & 8.2 new-crop #oatt

Arlan Suderman · @ArlanFF101 · Apr 18

This morning's weekly USDA export sales report includes confirmation that China cancelled another couple cargoes of U.S. soft red winter wheat #oatt

Arlan Suderman · @ArlanFF101 · Apr 18

#oott #oatt Great to be back on the @SchwabNetwork this morning. x.com/SchwabNetwork/…

Schwab Network · @SchwabNetwork · Apr 18

𝘾𝙝𝙚𝙘𝙠𝙞𝙣𝙜 𝙞𝙣 𝙤𝙣 𝙘𝙤𝙢𝙢𝙤𝙙𝙞𝙩𝙞𝙚𝙨: what’s next for crude oil? 🛢️

🎥 @ArlanFF101 joins @FuturesBenL with a deep dive into #CL_F: twitter.com/i/broadcasts/1…

Arlan Suderman · @ArlanFF101 · Apr 18

The largest buyer of US #soybeans in the week ending April 11 was China at a net 4.8 million bushels, but 4.4 million of that was already previously purchased under "unknown destinations." #oatt

Karen Braun · @kannbwx · Apr 18

USDA confirms the sale of 138,000 tonnes of U.S. #soymeal for delivery to the Philippines in 2023/24.

Karen Braun · @kannbwx · Apr 18

🇺🇸U.S. net export sales last week were within expectations. 1 #corn and 2 soybean cargoes were switched to #China from unknown. Unknown bought new-crop #soybeans. #Cotton sales to China hit a 10-week high, but China canceled two #wheat cargoes.

Andrey Sizov · @sizov_andre · Apr 18

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SovEcon · @sovecon · Apr 18

The Ukrainian Ministry of Agrarian Policy has forecasted the total grain production for 2024 at 52.4 MMT. This includes an expected 19.2 MMT of wheat, 26.7 MMT of corn, and 4.9 MMT of barley.

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

Karen Braun · @kannbwx · Apr 18

🇦🇷Due to disease, USDA's Buenos Aires attache slashes #Argentina's 2023-24 #corn crop to 51 mmt from 57 mmt projected in January. USDA officially sits at 55 mmt.

The attache projects 2024-25 corn production at 48 mmt as farmers are expected to switch toward #soybeans.

farmbucks.com · @farmbuckscom · Apr 17

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Allen Motew · @QTweather · Apr 17

The next 48 hour. Saskatchewan/Manitoba snowstorm the next 2 days. pic.twitter.com/OagTg071aY

farmbucks.com · @farmbuckscom · Apr 17

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World Grain · @worldgrain · Apr 17

CHS has signed an intent to purchase agreement for eight grain assets in five states from Minneapolis, Minnesota, US-based Cargill. The purchase tentatively is planned to close in early June. --> ow.ly/OUsP50RicuB

#agriculture #agribusiness #grain

Andrey Sizov · @sizov_andre · Apr 17

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Andrey Sizov · @sizov_andre · Apr 16

Live fast, die young, go organic! x.com/agbioworld/sta…

Andrey Sizov · @sizov_andre · Apr 17

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Andrey Sizov · @sizov_andre · Apr 17

On top of the current dryness in the South, Russian #wheat is facing seriously hot weather

#oatt #blacksea #blackseadrough2024 #agwx pic.twitter.com/F3kClMWDFN

Andrey Sizov · @sizov_andre · Apr 17

Argentina’s #corn crop face more deep cuts, say local analysts after slashing it from 57.0 mmt to 50.0 mmt.

WASDE: 56.0 mmt -> 55.0 mmt 🧐🧐

#oatt

Anyone googled that spiroplasma disease? x.com/kannbwx/status…

Karen Braun · @kannbwx · Apr 17

🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely. pic.twitter.com/MdcAodjrDJ

Andrey Sizov · @sizov_andre · Apr 17

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Andrey Sizov · @sizov_andre · Apr 17

Russia's crop update 2024

• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season

More: sizov.report/reports/22269/…

#oatt #blacksea #agwx pic.twitter.com/HzTV1aQwl5

Market Talk · @markettalkag · Apr 17

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Karen Braun · @kannbwx · Apr 17

🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely. pic.twitter.com/MdcAodjrDJ

Market Talk · @markettalkag · Apr 17

We saw #Crudeoil and #wheat under pressure on Wednesday with mixed action elsewhere. Mike Zuzolo (@ZEUSHOYO) with Global Commodity Analytics joins the show to discuss concerning signals he is watching closely in these markets mid-April. #AgTwitter #OATT

youtube.com/watch?v=SZFYoM…

Karen Braun · @kannbwx · Apr 17

🇦🇷#Argentina's #corn harvest could be slashed even further following insect-spread disease, according to the Rosario grains exchange. Last week the exchange dropped the crop estimate to 50.5 mmt from 57 mmt previously, and more cuts are likely.

Josh Linville · @JLinvilleFert · Apr 17

Global #urea values have been falling (near collapsing) in recent weeks on weak demand and unsold inventories.

Also, European Dutch TTF nat gas values have rallied back to the $10 mark.

So input price is rising and sales price is falling...will European production rates hold?

Josh Linville · @JLinvilleFert · Apr 17

Somehow we are halfway thru April. I have 2 weeks before the May farmer fertilizer newsletter is due to be sent.

Monthly chance to see what I got right...and wrong!!!

If you haven't signed up, registration link is:

subscribe.stonex.com/farmer-fertili…

Will be looking ahead to summer.

Andrey Sizov · @sizov_andre · Apr 17

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Spiga Dorata · @spiga_dorata · Apr 17

Thanks to a partial recovery in spring sowing Agreste @Agri_Gouv updates to 230.000 the estimate of hectares sown with #durum wheat in #France
(📈 up from 210.000 in February)

➡️ -2,6% than 2023 📉
➡️ -10,1% than 5 years avg 📉

April 8 Rating good+excellent = 70% (91% in 2023) pic.twitter.com/Dmb6LDvhX4

Andrey Sizov · @sizov_andre · Apr 17

Impressive job, $mcd

Andrey Sizov · @sizov_andre · Apr 17

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ian bremmer · @ianbremmer · Apr 17

more americans think russia is winning war in ukraine
but strong majority still say neither
and they're right pic.twitter.com/5KtGyoEdxC

Andrey Sizov · @sizov_andre · Apr 17

🔥🔥 x.com/DDFalpha/statu…

Darin D. Fessler ✝️ · @DDFalpha · Apr 17

Just for reference. Major production areas in Russia. 🌾 pic.twitter.com/dM5HFAuBHI x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 17

#wheat

Andrey Sizov · @sizov_andre · Apr 17

Interesting chairs in Telegram's founder Durov's interview to Carlson...is that the official start of their roadshow?

(You need to know a few things about Russian prisons to get the joke...)

Andrey Sizov · @sizov_andre · Apr 17

On top of the current dryness in the South, Russian #wheat is facing seriously hot weather

#oatt #blacksea #blackseadrough2024 #agwx

Andrey Sizov · @sizov_andre · Apr 17

Russia's crop update 2024

• Russia’s South facing poor crop?
• Spring planting in South progresses at high pace
• #Wheat crop forecast lowered for the first time in the season

More: sizov.report/reports/22269/…

#oatt #blacksea #agwx

Andrey Sizov · @sizov_andre · Apr 17

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Rami Mayron · @RamiMayron · Apr 17

#WHEAT $W $WEAT x.com/sizov_andre/st…

Andrey Sizov · @sizov_andre · Apr 17

Matif May #wheat chart keeps suggesting we could see a breakout soon. An upside move seems more probable, CBOT could follow. What could be the catalyst?

More in our recent subscribers-only note on Matif and GASC tender: sizov.report/reports/22286

#oatt #agwx #blacksea #sizovreport

Karen Braun · @kannbwx · Apr 17

🇺🇦Grain production in #Ukraine has been unprofitable since 2021, which has impacted planting decisions for the 2024/25 harvest. Oilseeds are the more attractive option (especially soybeans). Overall grain output is likely to drop this year.

Andrey Sizov · @sizov_andre · Apr 17

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Andrey Sizov · @sizov_andre · Apr 16

The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...

The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS

Andrey Sizov · @sizov_andre · Apr 17

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SovEcon · @sovecon · Apr 17

In an international tender, Egyptian GASC purchased 120 tmt of Ukrainian wheat at a price of $220-221/mt FOB with a 270-day payment deferral. All Russian suppliers offered wheat at a price of $235/mt FOB with a 270-day deferral.

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

Andrey Sizov · @sizov_andre · Apr 16

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Andrey Sizov · @sizov_andre · Apr 12

Headlines: #China is buying lots of Ukrainian #corn!
US farmers: 😠😠😠
Reality: China booked average volumes after the Lunar New Year

....a few weeks later

Headlines: China is washing out Ukrainian corn!
Reality: a few vessels were washed out, CN bids lower, still plenty of… twitter.com/i/web/status/1… pic.twitter.com/I0W9WYl7ig

Market Talk · @markettalkag · Apr 16

Soybeans struggled on Tuesday while corn and wheat were firm and cattle saw some nice follow through support. We discuss with Jacob Burks (@jacob1020) from @AgMarket_Net on today's Market Talk program.
#agnews #AgTwitter #OATT #soybeans #cattle

youtube.com/watch?v=jjyViH…

Market Talk · @markettalkag · Apr 16

Also, it has been one year since @FBNFarmers launched its AI agronomy advisor, Norm. What have they learned in that one year of Norm being used by farmers and ranchers? Does AI have a future on the farm? Kit Barron with FBN joins us today to discuss.

youtu.be/_XhGLiAVxs8

Andrey Sizov · @sizov_andre · Apr 16

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Traders Community · @TradersCom · Apr 16

Went short after Easter ..... simple logic trading #cocoa no?
Been a wild ride @sizov_andre has been on top of this one :) x.com/chigrl/status/…

Karen Braun · @kannbwx · Apr 16

🇨🇳#China's #pork output marked its first quarterly decline since 2020 with the Jan-Mar volume down 0.4% from a year ago. Farmers were slaughtering fewer pigs to support a recovery in hog prices. Q1 meat sales (usually the strongest Q) were also sluggish this year.

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).

Karen Braun · @kannbwx · Apr 16

🇧🇷Oilseeds lobby Abiove has raised #Brazil's 2023 #soybean harvest to 160.3 million tonnes (from about 159 mmt previously, I believe), and it all went into stocks. Abiove kept 2024 output unchanged at 153.8 mmt.

USDA recently upped 2023 output, too, which it now has at 162 mmt.

Karen Braun · @kannbwx · Apr 16

Anyone have questions for USDA about its data, methods, anything at all? I'm sure this news from last week is top of mind.

USDA's Data Users' meeting is later today, so let me know if you have any pressing questions. Can try to get answers. Yields, crop progress, China, etc.... x.com/kannbwx/status…

Karen Braun · @kannbwx · Apr 9

🇺🇸Starting with the 2024 production year, USDA's NASS is discontinuing the following data and reports due to budgetary constraints:
▪️July cattle report
▪️Cotton objective yield survey
▪️County-level estimates for crops and livestock pic.twitter.com/T4PifKyQLr

Andrey Sizov · @sizov_andre · Apr 16

Sweet
Looking forward to eating 10 quid/kg UK organic fair trade locally grown free range bananas next time in London x.com/FarmingUK/stat…

FarmingUK · @FarmingUK · Apr 16

This boy's sign is 100% right - support British farmers! 👏 🇬🇧

📸 Melissa Davey pic.twitter.com/7scafsLd08

farmbucks.com · @farmbuckscom · Apr 16

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247AG · @247dotAg · Apr 15

Despite some decent or even above-normal precipitation during the winter, widespread drought casts a shadow over the 2024 growing season for the Canadian Prairies. Portions of SW Manitoba, northern Saskatchewan, and northern Alberta, amounts have been less than 85% of normal. pic.twitter.com/kOb0txVlND

Andrey Sizov · @sizov_andre · Apr 16

The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...

The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 16

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Andrey Sizov · @sizov_andre · Apr 16

The Black Sea #wheat has been very dry recently. Things are improving in the western part of the region (Bulgaria, Romania, SW Ukraine) right now, but the Russian South could remain drier than needed...

The new Russian #wheat crop forecast will be in your inbox in a few hours if… twitter.com/i/web/status/1… pic.twitter.com/sZMVCV1kjS

Andrey Sizov · @sizov_andre · Apr 16

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Andrey Sizov · @sizov_andre · Apr 12

How much EU #corn has been sold to China this season? Something around 0....more noise 🙈🙈🙈

I bet Chinese guys just translated the Reuters story about Ukrainian corn, and now Reuters is making a new story about "China may cancel more shipments from Europe following… twitter.com/i/web/status/1… x.com/kannbwx/status…

Andrey Sizov · @sizov_andre · Apr 16

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Andrey Sizov · @sizov_andre · Apr 12

Russia's #wheat price jumped in March, helping the global market.

Russian FOB is flat this week, is the rally over?

More in our weekly note: sizov.report

#oatt #sizovreport #blaksea pic.twitter.com/gUBJlG1z5I

Andrey Sizov · @sizov_andre · Apr 16

Live fast, die young, go organic! x.com/agbioworld/sta…

Channa Prakash · @AgBioWorld · Apr 16

And everyone lived up to the ripe old age of 36 pic.twitter.com/IgwLxmTxmc

Andrey Sizov · @sizov_andre · Apr 16

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SovEcon · @sovecon · Apr 16

By April 14, 6% of the U.S. corn planting area had been sown, vs analysts’ expectations of 7%, USDA reports. The share of the winter wheat crop in good/excellent condition dropped by 1 p.p. to 55%, meeting market expectations.

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

Andrey Sizov · @sizov_andre · Apr 15

Reuters: Russia has been able to swiftly repair some of key oil refineries hit by Ukrainian drones, reducing capacity idled by the attacks to about 10% from almost 14% at the end of March, Reuters calculations showed.

reuters.com/world/europe/r…

Andrey Sizov · @sizov_andre · Apr 15

No one needs another #graindeal right now, except Erdogan (again).

Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 15

No one needs another #graindeal right now, except Erdogan (again).

Reuters: Russia and Ukraine negotiated for two months with Turkey on a deal to ensure the safety of shipping in the Black Sea and reached agreement on a text that was to be announced by Ankara but Kyiv suddenly… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 15

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Andrey Sizov · @sizov_andre · Apr 15

Is France going to harvest a poor or very poor #wheat crop this year? The ratings continue to decline...

#oatt x.com/sovecon/status…

Andrey Sizov · @sizov_andre · Apr 15

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Andrey Sizov · @sizov_andre · 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

Andrey Sizov · @sizov_andre · Apr 15

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Andrey Sizov · @sizov_andre · Apr 15

Russia & Global #grain market weekly, Apr 08-12, 2024:

* #Wheat mixed, market continues to watch Black Sea
* April wheat exports could be record-high
* Wheat ruble prices rose again
* Weather not helping new crop

More: sizov.report/reports/22246/…

#oatt #blacksea pic.twitter.com/6bqnqW93Re

Andrey Sizov · @sizov_andre · Apr 15

GASC is holding another #wheat tender tomorrow. They bought 110K only @ $234.5 FOB (270 days LC) in late March...

#oatt #sizovreport x.com/RussianGrainTr…

𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Apr 15

💥 GASC wheat tender tomorrow 16 April 2024
FOB delivery period 20 - 30 May.24

🏦 payment basis LC 180 days LC & 270 days LC GASC option (seller must offer both options )

Andrey Sizov · @sizov_andre · Apr 15

Head of IAEA Grossi:

"Two years of war are weighing heavily on nuclear safety at Zaporizhzhya Nuclear Power Plant. Every one of the IAEA’s 7 pillars of nuclear safety and security have been compromised. We cannot sit by and watch as the final weight tips the finely balanced… twitter.com/i/web/status/1…

Andrey Sizov · @sizov_andre · Apr 15

Does anyone know what the price is "fair"?

I just paid 30 eur for 1 kg of beef in supermercado nearby...pretty unfair. Please pass a law that steak meat price shouldn't exceed 10 eur.

Thank you

A concerned consumer x.com/NoFarmsNoFoods…

No Farmers, No Food · @NoFarmsNoFoods · Apr 15

If one of the major supermarkets genuinely provided a fair price for farmers (and consumers) and authenticity prioritised British home grown foods, they would create a marketing USP that would probably lead to a huge share of the consumer to retail market. pic.twitter.com/IveKdwQojP

Andrey Sizov · @sizov_andre · Apr 15

#ukraine x.com/SpeakerJohnson…

Speaker Mike Johnson · @SpeakerJohnson · Apr 15

I have just spoken with the @HouseGOP conference on my plan to address national security supplemental legislation on the growing security crises.

This week, we will consider separate bills with a structured and germane amendment process to:

•Fund our ally Israel
•Support… twitter.com/i/web/status/1…

Karen Braun · @kannbwx · Apr 15

🇺🇸Planting progress for most major U.S. spring crops is still in the single digits but on par with average levels. Winter #wheat conditions slipped last week as expected. By the end of April, #corn is usually ~27-30% planted and #soybeans around 13%.

Arlan Suderman · @ArlanFF101 · Apr 15

Here's a look at early #corn planting progress. #oatt

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