Latest news from (Twitter)
Karen Braun
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@kannbwx
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May 7
🇧🇷Once again, analysts are looking for a sizable cut to #Brazil's #soybeans from USDA on Friday. Does the bet finally pay off? No upside assumptions, either. #Corn seen lower, too.
🇦🇷#Argentina corn seen down notably after pest damage. Minor changes for soy but downside baked in.
🇦🇷#Argentina corn seen down notably after pest damage. Minor changes for soy but downside baked in.
Josh Linville
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@JLinvilleFert
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May 6
Dutch TTF (Europe nat gas) futures climbed to double digit territory today
Combined with weak nitrogen market markets/forecasts continue to hamper any hope of offline plants restarting
This, Brazilian production being offline and Chinese export questions remain the inv issues
Combined with weak nitrogen market markets/forecasts continue to hamper any hope of offline plants restarting
This, Brazilian production being offline and Chinese export questions remain the inv issues
Arlan Suderman
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@ArlanFF101
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May 6
Market Talk
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@markettalkag
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May 6
Join us for a conversation with John Heinberg from Total Farm Marketing (@TotalFarmMktg) after an active market Monday. Today's show features host Mike Pearson (@PearsonCattle), who's filling in for the week while host Jesse Allen (@jesseallenag) becomes a new dad!… twitter.com/i/web/status/1…
Market Talk
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@markettalkag
·
May 6
Join us for a conversation with John Heinberg from @TotalFarmMktg after an active market Monday. Today's show features host Mike Pearson (@PearsonCattle), who's filling in for the week while @jesseallenag becomes a new dad! #agtwitter
youtube.com/watch?v=iF_Vg7…
youtube.com/watch?v=iF_Vg7…
Karen Braun
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@kannbwx
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May 6
🇺🇸U.S. #corn planting progress summary, May 5
Example: corn in top grower Iowa was 47% planted, 6 percentage points below the date's 5-year average. That's +8 pct points on the week, but +25 pct points is the week's normal.
Nebraska also planted very slowly but Ohio was quick.
Example: corn in top grower Iowa was 47% planted, 6 percentage points below the date's 5-year average. That's +8 pct points on the week, but +25 pct points is the week's normal.
Nebraska also planted very slowly but Ohio was quick.
Andrey Sizov
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@sizov_andre
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May 6
Retweeted...
Karen Braun
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@kannbwx
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May 6
Karen Braun
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@kannbwx
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May 6
🇺🇸Planting of U.S. #corn & #soybeans last week was slower than analysts thought, and corn planting is now behind the 5-year average. Spring #wheat remains well ahead while soy & #cotton are a little ahead of average. Winter wheat conditions up 1 pt. pic.twitter.com/X8NeStLAUI
Arlan Suderman
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@ArlanFF101
·
May 6
Market Talk
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@markettalkag
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May 6
Retweeted...
Karen Braun
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@kannbwx
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May 6
Karen Braun
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@kannbwx
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May 6
🇺🇸Planting of U.S. #corn & #soybeans last week was slower than analysts thought, and corn planting is now behind the 5-year average. Spring #wheat remains well ahead while soy & #cotton are a little ahead of average. Winter wheat conditions up 1 pt. pic.twitter.com/X8NeStLAUI
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
Recent rains eroded the dry area in KS, but it's still extremely dry where rains missed. As such, 33% of KS #wheat is Poor to Very Poor, up from 31% last week, while 32% is Good to Excellent, up from 31% last week. But overall, it's condition index score fell another 3 points to… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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May 6
Retweeted...
Andrey Sizov
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@sizov_andre
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May 6
Andrey Sizov
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@sizov_andre
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May 6
Looks like night session’s weakness provided a nice buying opportunity 😉😉
#wheat x.com/sizov_andre/st…
#wheat x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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May 6
Retweeted...
Karen Braun
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@kannbwx
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May 6
Karen Braun
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@kannbwx
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May 6
🇺🇸As of Sunday, analysts see U.S. #corn 39% planted, #soybeans 28%, spring #wheat 45%.
Here's the 5yr May 5 averages plus the 5yr avg weekly gains (in % points):
Corn 39% (+17 on week)
Soy 21% (+11)
S wheat 31% (+12)
Weekly, trade is looking for +12 corn, +10 soy, +11 wheat. pic.twitter.com/KQDB0w4ywN
Here's the 5yr May 5 averages plus the 5yr avg weekly gains (in % points):
Corn 39% (+17 on week)
Soy 21% (+11)
S wheat 31% (+12)
Weekly, trade is looking for +12 corn, +10 soy, +11 wheat. pic.twitter.com/KQDB0w4ywN
Arlan Suderman
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@ArlanFF101
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May 6
#oatt #soyoil x.com/SusanNOBULL/st…
Susan Stroud
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@SusanNOBULL
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May 6
Susan Stroud
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@SusanNOBULL
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May 6
The U.S. imported a record amount of biomass-based diesel feedstocks in March, fueling a boom in renewable diesel production (literally)
For the first 3 months of 2024, UCO+canola+tallow imports are up 40% vs last year & up 95% from 2022! pic.twitter.com/yE6rvNbGc7
For the first 3 months of 2024, UCO+canola+tallow imports are up 40% vs last year & up 95% from 2022! pic.twitter.com/yE6rvNbGc7
Arlan Suderman
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@ArlanFF101
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May 6
The past two years have been about commodity deflation. That story line has changed now, thanks to Fed actions. Doesn't mean that it won't come back, nor does it mean that every commodity participates or that rallies continue, but the switch can be felt. #oatt
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
Karen Braun
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@kannbwx
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May 6
I am far from the first person to post this, but having done my master's thesis on tornadoes, it would be negligent for me to stay quiet. "High risk" days aren't that common, PLEASE be on the lookout for severe weather today if you are near any of these areas!
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
The US old-crop #corn balance sheet has about 15 mmt of excess supply on it that needs to disappear before we can afford to see higher prices ration demand. Argentina could account for 7 - 10 mmt of lower production due to leaf hopper related disease, but need to see more losses… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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May 6
Retweeted...
Reuters
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@Reuters
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May 6
Reuters
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@Reuters
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May 6
BREAKING: Hamas said in a statement that it had accepted a Gaza ceasefire proposal from Egypt and Qatar reut.rs/44D6r1V pic.twitter.com/RfuXZm78tu
Andrey Sizov
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@sizov_andre
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May 6
Retweeted...
Reuters
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@Reuters
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May 6
Reuters
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@Reuters
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May 6
An Israeli official said no ceasefire was agreed to in Gaza, after Hamas said it had accepted a proposal from Egyptian and Qatari mediators. 'This would appear to be a ruse intended to make Israel look like the side refusing a deal,' said the Israeli official, who said the deal… twitter.com/i/web/status/1…
Josh Linville
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@JLinvilleFert
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May 6
Some nasty storms expected this evening/night across the Midwest.
Be careful out there.
Be careful out there.
Arlan Suderman
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@ArlanFF101
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May 6
Andrey Sizov
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@sizov_andre
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May 6
Russia & Global #grain market weekly, Apr 29-May 03, 2024:
* #Wheat rallies in the second half of week on weather; funds go long Matif wheat
* Russian wheat lineup recovering
* Weather risks up for winter wheat
More: sizov.report/reports/22437/…
#oatt #blacksea
* #Wheat rallies in the second half of week on weather; funds go long Matif wheat
* Russian wheat lineup recovering
* Weather risks up for winter wheat
More: sizov.report/reports/22437/…
#oatt #blacksea
Andrey Sizov
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@sizov_andre
·
May 6
Retweeted...
SovEcon
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@sovecon
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May 6
SovEcon
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@sovecon
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May 6
The Algerian company OAIC purchased 210,000-300,000 mt of soft wheat in an international tender. Traders estimate the wheat price at about $249/mt (C&F), with suppliers likely coming from Black Sea countries.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Karen Braun
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@kannbwx
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May 6
Josh Linville
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@JLinvilleFert
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May 6
Retweeted...
AgricultureOfAmerica
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@AoA_TalkShow
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May 6
AgricultureOfAmerica
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@AoA_TalkShow
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May 6
On Monday's AOA, powered by Cenex, we start the show with a look at the markets with Senior Market Analyst at @Barchart, @DarinNewsom. In segment two we get a weather update from John Baranick, Meteorologist at @dtnpf. Then in segment three we talk fertilizer prices with… twitter.com/i/web/status/1…
Arlan Suderman
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@ArlanFF101
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May 6
Andrey Sizov
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@sizov_andre
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May 6
Arlan Suderman
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@ArlanFF101
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May 6
Arlan Suderman
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@ArlanFF101
·
May 6
Andrey Sizov
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@sizov_andre
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May 6
Looks like night session’s weakness provided a nice buying opportunity 😉😉
#wheat x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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May 5
#wheat x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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May 5
Despite a weak Friday close, being short #wheat here could be a bit risky...
Check your inbox if you are sizov.report subscriber.
#oatt #agwx #russia pic.twitter.com/HoMu5XXAx2
Check your inbox if you are sizov.report subscriber.
#oatt #agwx #russia pic.twitter.com/HoMu5XXAx2
Andrey Sizov
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@sizov_andre
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May 5
Retweeted...
Bloomberg TV
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@BloombergTV
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May 5
Bloomberg TV
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@BloombergTV
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May 5
Chinese President Xi Jinping arrives in France to begin his Europe trip designed to bolster ties, even as trade tensions mount.
Here's more on his agenda: trib.al/0ZnMR0C pic.twitter.com/Oyy8ysV5U4
Here's more on his agenda: trib.al/0ZnMR0C pic.twitter.com/Oyy8ysV5U4
Karen Braun
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@kannbwx
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May 5
Money managers' views in CBOT #soymeal have fluctuated wildly over the last 6+ months. In the week ended April 30, the MM net long surged to 44k fut&opt contracts, their most bullish since December. Futures hit 3-mo highs during the week and Friday's settle was a 4-mo high.
Andrey Sizov
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@sizov_andre
·
May 5
Despite a weak Friday close, being short #wheat here could be a bit risky...
Check your inbox if you are sizov.report subscriber.
#oatt #agwx #russia
Check your inbox if you are sizov.report subscriber.
#oatt #agwx #russia
Andrey Sizov
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@sizov_andre
·
May 5
Retweeted...
Claudio Gianni
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@ClaudioGianni
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May 4
Claudio Gianni
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@ClaudioGianni
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May 4
Y guarda con el trigo francés, otro gran jugador global. Viene con una condición muy modesta, históricamente baja, y enfrenta una humedad excesiva... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
May 5
Retweeted...
Claudio Gianni
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@ClaudioGianni
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May 4
Claudio Gianni
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@ClaudioGianni
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May 4
¿Cómo sigue la historia del trigo? Este analista recomienda espiar el escenario del fin de semana en Rusia (¿heladas en primavera?) y los pronósticos. El chart sugiere movimiento en reversa y hay lluvias en los pronósticos. Veremos... x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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May 5
And we did reverse and dropped 10 cents...wonder for how long the bears will be in control
#wheat x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
May 3
#wheat x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
May 3
#Wheat is trading above 200DMA again. The chart suggests we can reverse here, but let's see how the market will close.
Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.
We will keep an eye on this for the… twitter.com/i/web/status/1… pic.twitter.com/7ucbdpTCuv
Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.
We will keep an eye on this for the… twitter.com/i/web/status/1… pic.twitter.com/7ucbdpTCuv
farmbucks.com
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@farmbuckscom
·
May 5
Retweeted...
Matthew Pot
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@MatthewPot
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May 5
Matthew Pot
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@MatthewPot
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May 5
December #corn futures highs since 2000. Something to keep in mind as we move further into spring. pic.twitter.com/OSC20VerJA
Josh Linville
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@JLinvilleFert
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May 3
A little excitement this afternoon.
Had a neighbor destraut that there were bees in her tree and wanted to know how to kill them. Told her we would come get them.
Fairly docile. Went in the box easy. Now in their new home in our backyard!!
Had a neighbor destraut that there were bees in her tree and wanted to know how to kill them. Told her we would come get them.
Fairly docile. Went in the box easy. Now in their new home in our backyard!!
Karen Braun
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@kannbwx
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May 3
Through April 30, funds covered shorts in CBOT #corn futures & options for a 2nd straight week in sympathy with wheat, but the move looks relatively unexciting on a chart. Futures were actually down on the week and the fund net short is still huge, though corn rallied 3% Wed-Fri.
Karen Braun
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@kannbwx
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May 3
Heavy round of short-covering by managed money in CBOT #wheat futures & options in the week ended April 30. The new net short (48k contracts) is smallest since July.
Chart shows that whenever short wheat this time of year, funds are forced out of (some) shorts between April-June.
Chart shows that whenever short wheat this time of year, funds are forced out of (some) shorts between April-June.
farmbucks.com
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@farmbuckscom
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May 3
Retweeted...
Weatherlogics
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@weatherlogics
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May 3
Weatherlogics
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@weatherlogics
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May 3
It has been a wet week across the Prairies, with all three provinces receiving significant precipitation. Here is a map showing the total precipitation from Monday through Thursday. More rain is expected today, and another system is on the way next week. #mbstorm #skstorm… twitter.com/i/web/status/1… pic.twitter.com/fSGBZv94Kr
Market Talk
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@markettalkag
·
May 3
Did we see some farmer selling of the corn and soybean rally on Friday? It was a strong end of the week with grain market short covering and plenty of other headlines to track. Tommy Grisafi (@AgBullMedia) from @trust_ati joins us to discuss today.
youtu.be/P5nMpSQylb4
youtu.be/P5nMpSQylb4
Market Talk
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@markettalkag
·
May 3
Also, we continue the discussion of this week's market moves in grains, livestock and more as we talk price action and news headlines with Chad Hart, Economist and Professor from @IowaStateU and @ISUExtension on today's show as well. #AgTwitter #markets
youtu.be/Hzdyls10tKI
youtu.be/Hzdyls10tKI
Andrey Sizov
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@sizov_andre
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May 3
"Sunflower, for many of Ukraine's farmers, is more profitable than #corn... in the current season. They will plant less #grain than in the previous season," Andrey Sizov, Managing Director of SovEcon, a Black Sea agricultural market research firm, told S&P Global Commodity… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
·
May 3
lol
this keeps spreading
he was an advisor to biden in 2009-2011
(so perhaps there is still hope) x.com/CryptoTea_/sta…
this keeps spreading
he was an advisor to biden in 2009-2011
(so perhaps there is still hope) x.com/CryptoTea_/sta…
Andrey Sizov
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@sizov_andre
·
May 3
Karen Braun
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@kannbwx
·
May 3
Andrey Sizov
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@sizov_andre
·
May 3
more tanks and missiles -> higher gdp short-term
but
you cant produce much with tanks and missiles
so
lower GDP longer term x.com/ianbremmer/sta…
ian bremmer
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@ianbremmer
·
May 3
but
you cant produce much with tanks and missiles
so
lower GDP longer term x.com/ianbremmer/sta…
ian bremmer
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@ianbremmer
·
May 3
russia’s economic growth in 2023: 3.6%
est growth in 2024: 3%
sanctions notwithstanding
-ft
est growth in 2024: 3%
sanctions notwithstanding
-ft
Andrey Sizov
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@sizov_andre
·
May 3
Retweeted...
Andrey Sizov
·
@sizov_andre
·
May 3
Andrey Sizov
·
@sizov_andre
·
May 3
On top of Russian South dryness, here's another story to spook some #wheat shorts. The Center (#2 wheat grower) faces freezing temps (-3C / 27F) this weekend.
We'll talk about this in today's sizov.report weekly note.
#oatt #sizovreport #agwx pic.twitter.com/bYV4LAqk5I
We'll talk about this in today's sizov.report weekly note.
#oatt #sizovreport #agwx pic.twitter.com/bYV4LAqk5I
Andrey Sizov
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@sizov_andre
·
May 3
#Wheat is trading above 200DMA again. The chart suggests we can reverse here, but let's see how the market will close.
Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.
We will keep an eye on this for the… twitter.com/i/web/status/1…
Russia's weather over the weekend (frosts in May??) and precipitation outlook for the South should be watched closely.
We will keep an eye on this for the… twitter.com/i/web/status/1…
Karen Braun
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@kannbwx
·
May 3
Andrey Sizov
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@sizov_andre
·
May 3
On the same date, exactly a year ago....#wheat jumped 5%. The trigger is below.
[And they say "seasonals don't work"] x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
May 3, 2023
[And they say "seasonals don't work"] x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
·
May 3, 2023
Supposedly, the video of the drone attack on the Kremlin last night pic.twitter.com/VSA5I5nKax
Andrey Sizov
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@sizov_andre
·
May 3
Retweeted...
Josh Linville
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@JLinvilleFert
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May 3
Getting a lot of questions about Russian #UAN shipments to the U.S. Pictured are the #fertilizer year 2024 year to date import total broken by nation.
Also sharing the export total and destination list.
U.S. is importing nearly as much as it is exporting...
Also sharing the export total and destination list.
U.S. is importing nearly as much as it is exporting...
Andrey Sizov
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@sizov_andre
·
May 3
Retweeted...
Arnaud Bertrand
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@RnaudBertrand
·
May 3
Arnaud Bertrand
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@RnaudBertrand
·
May 3
This is absolutely priceless. And probably the most frightening clip you'll ever watch on the people in charge of the US economy.
Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy
pic.twitter.com/1b31FPFPCQ
Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy
pic.twitter.com/1b31FPFPCQ
Karen Braun
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@kannbwx
·
May 3
USDA confirms the sale of 122,000 tonnes of U.S. #soybeans for delivery to unknown destinations in 2023/24.
Andrey Sizov
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@sizov_andre
·
May 3
On top of Russian South dryness, here's another story to spook some #wheat shorts. The Center (#2 wheat grower) faces freezing temps (-3C / 27F) this weekend.
We'll talk about this in today's sizov.report weekly note.
#oatt #sizovreport #agwx
We'll talk about this in today's sizov.report weekly note.
#oatt #sizovreport #agwx
Andrey Sizov
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@sizov_andre
·
May 3
Retweeted...
Andrey Sizov
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@sizov_andre
·
May 3
Andrey Sizov
·
@sizov_andre
·
May 3
Cover in May and go away...
#Corn breaks above 100DMA and takes out yesterday's high. Wonder how much the funds will have to buy.
#oatt #agwx pic.twitter.com/d6Cs62WvaX
#Corn breaks above 100DMA and takes out yesterday's high. Wonder how much the funds will have to buy.
#oatt #agwx pic.twitter.com/d6Cs62WvaX
Andrey Sizov
·
@sizov_andre
·
May 3
Retweeted...
Andrey Sizov
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@sizov_andre
·
May 3
Andrey Sizov
·
@sizov_andre
·
May 3
@therealgerlach @ethankoehler14 @cornoptions1 looking at oi (which has been increasing) i doubt that we have seen any substantial short-covering yet...is it starting today?
#corn
#corn
Andrey Sizov
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@sizov_andre
·
May 3
There were plenty of nice opportunities to buy below $6 / close to 100DMA...
#wheat x.com/sizov_andre/st…
#wheat x.com/sizov_andre/st…
Andrey Sizov
·
@sizov_andre
·
May 3
Andrey Sizov
·
@sizov_andre
·
May 3
Retweeted...
SovEcon
·
@sovecon
·
May 3
SovEcon
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@sovecon
·
May 3
The Buenos Aires Grain Exchange lowered its forecast for Argentine corn production in 2023/24 by 3 mmt to 46.5 mmt. The forecast was revised due to unfavorable weather and plant diseases.
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
More: blog.sizov.report/sovecon-russia…
#oatt #sizovreport
Andrey Sizov
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@sizov_andre
·
May 3
Andrey Sizov
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@sizov_andre
·
May 3
Karen Braun
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@kannbwx
·
May 2
CF Industries says the brisk pace at which U.S. agricultural companies have imported Russian fertilizer has unwittingly helped fund #Russia's war efforts. The U.S. does not have direct sanctions on Russian fertilizer.
Andrey Sizov
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@sizov_andre
·
May 2
Retweeted...
Andrey Sizov
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@sizov_andre
·
May 2
Andrey Sizov
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@sizov_andre
·
May 2
Another story to keep on your radar: the French #wheat conditions. It got a little drier, but now it's becoming too wet again while crop ratings are historically low already (good/ex 63% vs 90%+ a year ago).
Hello, weather market.
#oatt #sizoveport #agwx pic.twitter.com/kxw7Yx1rY9
Hello, weather market.
#oatt #sizoveport #agwx pic.twitter.com/kxw7Yx1rY9
Andrey Sizov
·
@sizov_andre
·
May 2
Retweeted...
Andrey Sizov
·
@sizov_andre
·
May 2
Andrey Sizov
·
@sizov_andre
·
May 2
A part of the Russian South (#1 #wheat grower) got limited precipitation (<10 mm / 0.4 '), and the outlook has worsened substantially. We are expecting RU crop forecast downgrades.
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1… pic.twitter.com/uTuLryVzM3
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1… pic.twitter.com/uTuLryVzM3
Andrey Sizov
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@sizov_andre
·
May 2
Retweeted...
Arlan Suderman
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@ArlanFF101
·
May 2
#oatt x.com/commodityweek/…
Todd E. Gleason🎙🇺🇸
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@commodityweek
·
May 2
Todd E. Gleason🎙🇺🇸
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@commodityweek
·
May 2
May 02 | Commodity Week
@ZEUSHOYO @ArlanFF101
Panelists
- Greg Johnson, TGM TotalGrainMarket.com
- Arlan Suderman, StoneX.com
- Mike Zuzolo, GlobalCommResearch.com
share.transistor.fm/s/6ea3637f
@ZEUSHOYO @ArlanFF101
Panelists
- Greg Johnson, TGM TotalGrainMarket.com
- Arlan Suderman, StoneX.com
- Mike Zuzolo, GlobalCommResearch.com
share.transistor.fm/s/6ea3637f
Karen Braun
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@kannbwx
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May 2
May 2: CBOT July #corn hit a 3-month high, jumping 2% to settle at $4.59-3/4 per bushel. That is down from $5.80 on this date a year ago but up 9% from the Feb low. In focus: smaller Argy corn crop, harvest-disrupting rains in southern Brazil, slower US field work this week
Market Talk
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@markettalkag
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May 2
Soybeans and soybean meal soared higher on Thursday with an impressive short covering rally while cattle trade also rebounded on positive news headlines this time. We discuss market action today with Bryan Doherty from @TotalFarmMktg. #soybeans #cattle
youtu.be/2XeRkLh9KDE
youtu.be/2XeRkLh9KDE
Karen Braun
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@kannbwx
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May 2
🇦🇷#Argentina's Buenos Aires exchange cut its #corn crop estimate to 46.5 mmt from 49.5 mmt previously (initial forecast was 56.5 mmt).
Karen Braun
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@kannbwx
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May 2
🇺🇸U.S. #soymeal exports in March hit an all-time monthly record of 1.485 million tonnes, besting the prior high of 1.449M set in Jan. 2013.
Halfway through 23/24, total exports sit at 8.1 mmt, up 22% from the 5yr avg. USDA has full-year 23/24 exports +14% on the 5yr avg.
Halfway through 23/24, total exports sit at 8.1 mmt, up 22% from the 5yr avg. USDA has full-year 23/24 exports +14% on the 5yr avg.
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
Maroun
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@MAROUNagro
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May 2
Maroun
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@MAROUNagro
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May 2
Las condiciones de humedad para el trigo en Rusia, no mejoran de acuerdo a la demanda hídrica de la cosecha en el estadío actual... A seguirlo de cerca....
#wheat #trigo #Rusia #Agriculture x.com/sizov_andre/st…
#wheat #trigo #Rusia #Agriculture x.com/sizov_andre/st…
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
Andrey Sizov
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@sizov_andre
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May 2
Andrey Sizov
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@sizov_andre
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May 2
Odesa tonight: A huge fire broke out at the Nova Poshta delivery service warehouse after Russia's ballistic missile attack.
No, it's not the port.
#oatt #wheat #corn pic.twitter.com/rg7XOkoF2V
No, it's not the port.
#oatt #wheat #corn pic.twitter.com/rg7XOkoF2V
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
Claudio Gianni
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@ClaudioGianni
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May 2
Claudio Gianni
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@ClaudioGianni
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May 2
Parte de la zona núcleo triguera rusa recibió lluvias limitadas, y el panorama ha empeorado sustancialmente. Se vienen los recortes a la producción esperada para el líder del mercado global... x.com/sizov_andre/st…
Josh Linville
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@JLinvilleFert
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May 2
Global #urea and #phosphate values remain under pressure as growing supplies and a general lack of demand is pushing price ideas lower.
Trying to figure out what turns the tide...if anything...short term.
Trying to figure out what turns the tide...if anything...short term.
Josh Linville
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@JLinvilleFert
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May 2
If I understand, the U.S. Dept of Commerce raised #phosphate import rate against Morocco and Russian producer Phosagro.
That part is what it is going forward.
However, also believe the new rate will be applied BACKWARD against imports in 2022.
How does that make any sense?
That part is what it is going forward.
However, also believe the new rate will be applied BACKWARD against imports in 2022.
How does that make any sense?
Arlan Suderman
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@ArlanFF101
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May 2
Andrey Sizov
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@sizov_andre
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May 2
Tough season for French #wheat
#oatt #agwx x.com/CropProphet/st…
CropProphet
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@CropProphet
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May 2
#oatt #agwx x.com/CropProphet/st…
CropProphet
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@CropProphet
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May 2
@sizov_andre "a little drier" = 4 days in a row w/o rain. Rain is foreast to kick in again, however. pic.twitter.com/k8YaBYaLx6
Andrey Sizov
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@sizov_andre
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May 2
France and RU South are moving into the "Poor" category from "Watch"
#agwx x.com/AMISoutlook/st…
AMIS
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@AMISoutlook
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May 2
#agwx x.com/AMISoutlook/st…
AMIS
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@AMISoutlook
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May 2
Crop Update: In the northern hemisphere, winter #wheat conditions are generally favourable; #maize and #soybean harvesting mixed in the southern hemisphere, while sowing progresses favorably in the north. In Southeast Asia, drier-than-usual conditions affect dry-season #rice. pic.twitter.com/5wBUzHY8xl
Karen Braun
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@kannbwx
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May 2
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
Karen Braun
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@kannbwx
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May 2
Karen Braun
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@kannbwx
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May 2
🇧🇷Heavy rains in #Brazil's southernmost state Rio Grande do Sul have disrupted harvest of #corn & #soybeans. As of three weeks ago, the state was seen producing a record soy crop, up around 70% from last year's drought-stricken harvest. pic.twitter.com/QrTEspUuN5
Arlan Suderman
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@ArlanFF101
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May 2
Arlan Suderman
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@ArlanFF101
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May 2
Arlan Suderman
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@ArlanFF101
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May 2
Arlan Suderman
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@ArlanFF101
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May 2
Andrey Sizov
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@sizov_andre
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May 2
A part of the Russian South (#1 #wheat grower) got limited precipitation (<10 mm / 0.4 '), and the outlook has worsened substantially. We are expecting RU crop forecast downgrades.
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1…
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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May 2
A part of the Russian South (#1 #wheat grower) got limited precipitation (<10 mm / 0.4 '), and the outlook has worsened substantially. We are expecting RU crop forecast downgrades.
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1…
Hmm...are those maps called "$7 CBOT / 250 EUR Matif"?
Check yesterday's sizov.report… twitter.com/i/web/status/1…
Andrey Sizov
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@sizov_andre
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May 2
Retweeted...
SovEcon
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@sovecon
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May 2
SovEcon
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@sovecon
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May 2
As of May 01, Ukraine exported 41.4 MMT of grains, down from 41.6 MMT a year ago, according to the Ministry of Agrarian Policy. In April, 6.3 mmt of grains were exported, including 1.9 mmt of wheat and 4.1 mmt of corn.
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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May 2
Another story to keep on your radar: the French #wheat conditions. It got a little drier, but now it's becoming too wet again while crop ratings are historically low already (good/ex 63% vs 90%+ a year ago).
Hello, weather market.
#oatt #sizoveport #agwx
Hello, weather market.
#oatt #sizoveport #agwx
Andrey Sizov
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@sizov_andre
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May 2
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.
499 Following
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552 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
2127 Following
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33.1K 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
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78.0K 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.
4505 Following
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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.
23.2K Following
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34.7K 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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1420 Followers