Latest news from Twitter

Market Talk
Market Talk · @markettalkag · Sep 23
It was a rough day for commodities and the stock market on Friday. Was this a sign of a larger downtrend or a reaction to the higher U.S. dollar? Ted Seifried (@TheTedSpread) of @ZanerGroup joins us to discuss the "risk-off" day in the markets on Friday.
markettalkag.com/2022/09/23/fri…
Market Talk
Market Talk · @markettalkag · Sep 23
Retweeted...
Karen Braun
Karen Braun · @kannbwx · Sep 23
Money managers bought CBOT #corn futures & options for an 8th straight week through Sept. 20, uncommon during U.S. harvest (though it also happened in 2020). Corn futures rose 15% in those 8 weeks. Dec closed at $6.76-3/4 per bu Friday, down 1.7% on the day.
Karen Braun
Karen Braun · @kannbwx · Sep 23
Money managers' bullish CBOT #soymeal views are easily record for the time of year but below 2018's all-time high. As of Sept. 20, their net long totaled 102,168 fut+opt contracts. Dec meal futures reached contract highs Thurs but settled down 1.3% Fri at $423.30/short ton.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ 𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Sep 23
Sovecon has raised its forecast for Russia's 2022 wheat 🌾 crop to 💯 MMT (from 94.7 MMT), due to high yields of spring wheat

IKAR has also increased their number to 9️⃣9️⃣ MMT twitter.com/sizov_andre/st…
Josh Linville
Josh Linville · @JLinvilleFert · Sep 23
In case you were wondering what next week's #fertilizer storyline might be, watch this storm. Taking a line straight into Floriday.

Will #phosphate production be affect? Not likely in a big way but given the last 2 years in ferts...
Karen Braun
Karen Braun · @kannbwx · Sep 23
September exports of #soybeans from #Brazil are seen at below-average levels, but not too far below. Oct-Jan is usually Brazil's slower season as U.S. exports take the spotlight. This will be an interesting dynamic to monitor in the months ahead. Don't forget #Argentina, either.
Karen Braun
Karen Braun · @kannbwx · Sep 23
A leading palm oil analyst believes futures could fall to 2,500 ringgit/tonne ($547.29) by 2022's end after topping 7,000 in March. That'd be late 2019-mid 2020 levels. Reasons: improving output, demand destruction, economic slowdowns. Palm closed at 3,733 Friday.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Some correction in #wheat...but with current kamikaze drone attacks near Odesa port, I would be careful with shorts, especially with the weekend ahead.

Our quick note: sizov.report/reports/16860/
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
And now were are 40 cents lower... twitter.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Sep 22
So it was penetrated for a short period of time, which doesn't look like a big deal...smaller daily volume...our assessment below still looks reasonable

#wheat twitter.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · Sep 23
🇫🇷#France's #corn harvest is 26% complete as of Friday. Production may end up the lowest since 1990 after a very dry and hot summer hurt crops. Crop conditions have recently been the worst in records back to 2011.
Karen Braun
Karen Braun · @kannbwx · Sep 23
🇺🇦#Ukraine has started its 2022 #corn harvest with just 0.5% of the sown area threshed so far. The volume could reach 25-27 million tonnes versus 42.1 million last year.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
Maroun Maroun · @MAROUNagro · Sep 23
Según la consultora Rusa @sovecon, la cosecha de trigo en Rusia podría alcanzar los 100 millones de toneladas!!. Todo un record!
Sin embargo se hace muy difícil incrementar el saldo exportable debido a la logística, y se acumulan stocks internamente. twitter.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
Anton Barbashin Anton Barbashin · @ABarbashin · Sep 23
A Russian running away from Putin’s order to go to war is better than a Russian who does what his country tells him to do. It is as simple as that.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
LDC 1H EBITDA rose 50% YOY to $1.2 BLN despite "challenging environment" (??)...+/-5% in price through a year is a challenging environment for global traders, not times like this

ldc.com/press-releases…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Me neither...reason #1 - never seen a 100 mmt crop before...the previous record-high was 86 mmt twitter.com/MisterCommodit…
Mommar Mommar · @MisterCommodity · Sep 22
Never seen $9 wheat with 100mmt Russian wheat crop before. Just means Russia wheat going to flying out the door and US wheat will be sitting at home twitter.com/business/statu…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
La consultora Sovecon elevó el jueves su previsión para la cosecha de trigo de Rusia en 2022 a 100 millones de toneladas desde 94,7 millones de toneladas, por los altos rendimientos del #trigo de primavera.

es.euronews.com/next/2022/09/2…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
(Bloomberg) -- Russia’s #wheat harvest could reach a historic 100 million tons, according to consultant SovEcon, with the commodity piling up at home as the nation struggles to export large volumes:
#oatt

finance.yahoo.com/news/russia-hi…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
Duane Lowry Duane Lowry · @DuaneLowry · Sep 23
Grains/soy appear to be seriously vulnerable...action is weak. Downside acceleration ahead. For those that say the fundamentals are just too bullish...isn't that what they have been saying about crude since $120+, virtually every day since Feb 24? BTW...crude is under $83 today.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
Agnieszka de Sousa Agnieszka de Sousa · @AggieDeSousa · Sep 23
ICYMI: Russia’s #wheat harvest could reach a historic 100m tons, @sizov_andre @sovecon tells @ainefquinn #OATT

The grain is piling up at home as the nation struggles to export large volumes. “This huge crop is not fully converting into huge exports”

bloomberg.com/news/articles/…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 23
Retweeted...
Seva Seva · @SevaUT · Sep 22
if you think mass protest should be driven by moral principles rather than personal grievances, you're going to be very disappointed by the history of protest in repressive regimes
Josh Linville
Josh Linville · @JLinvilleFert · Sep 22
Retweeted...
MachinePix MachinePix · @MachinePix · Sep 21
Time-lapse of emptying a bulk carrier with a chain bucket ship unloader. pic.twitter.com/L5F59sEoNk
Josh Linville
Josh Linville · @JLinvilleFert · Sep 22
Whenever I see this hurricane map, I automatically think of this type of grain graph.

I know there is something to it.
I know it is probably directionally correct...

...but I cannot help but laugh!
Market Talk
Market Talk · @markettalkag · Sep 22
Busy show today; we talk markets with Bryan Doherty of @TotalFarmMktg. David Widmar (@davidwidmar) of @AgEconomists joins us to talk inflation, the dollar and more. Plus, an update on sunflower harvest with John Sandbakken of @NatlSunflower! #agnews
markettalkag.com/2022/09/22/thu…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
So it was penetrated for a short period of time, which doesn't look like a big deal...smaller daily volume...our assessment below still looks reasonable

#wheat twitter.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Sep 22
For the first time since July December #wheat is near 200 DMA. There is a good chance it won't be penetrated. We feel that bull could be running out of steam, Putin's statement didn't look like a game-changer, and Black Sea grain continues to flow uninterrupted.

#oatt pic.twitter.com/HDWnSloeCT
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
#soybeans #oatt twitter.com/StoneX_Officia…
StoneX Group Inc. StoneX Group Inc. · @StoneX_Official · Sep 22
"Marketing year to date soybean export sales total 945 million bushels, the fourth-highest on record for the date. However, they still fall 4 million bushels below the seasonal rate needed to hit USDA target"

For more of @Arlanff101's commentaries, visit: ms.spr.ly/6011jA1Nz pic.twitter.com/rs2tMz8MDe
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
42% of Argentina's #wheat crop is rated Poor to Very Poor this week, versus 34% a week ago. #oatt
Karen Braun
Karen Braun · @kannbwx · Sep 22
CBOT futures in October will set the harvest prices for U.S. #corn & #soybeans as they relate to crop insurance. If using Thursday's settles, here's how the table would fill out for 2022:
Corn $6.88-1/4 (+17% from Feb)
Soy $14.57 (+2% from Feb)
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
Argentine #wheat ratings continue to trend lower due to the lingering drought. #oatt
Karen Braun
Karen Braun · @kannbwx · Sep 22
Sept. 22: CBOT Dec #corn settles at $6.88-1/4 per bu, up 2.75 cents on the day. That is the second highest for the date. To compare:
2012- $7.48
2011- $6.50
2008- $5.59
2021- $5.26
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
Treasury yields make new multi-year highs again today, pushing the dollar to fresh 20-year highs, but grain and energy prices still held their ground. #corn up 1, #soybeans dn 6, #wheat up 5, KC up 10 #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
Retweeted...
Market Talk Market Talk · @markettalkag · Sep 22
Ag markets are relatively quiet on Thursday as the trade continues to face a strong U.S. dollar, the Fed interest rate hike and more. Corn and soybeans are quiet with wheat finding some strength near midday. Arlan Suderman (@ArlanFF101) of StoneX joins us markettalk.libsyn.com/midday-comment… pic.twitter.com/psjcTshsw6
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
It's not just the recent spike in price....I believe the EU started to lose its #wheat business to the Black Sea twitter.com/Getreidepreise…
KS Agrar GmbH KS Agrar GmbH · @Getreidepreise · Sep 22
In the last three weeks, wheat 🌾 exports from the EU 🇪🇺 have continued to weaken. Due to the price increase in the last few days, the trend of declining exports could continue. pic.twitter.com/8zvn1PDQwq
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Retweeted...
Market Talk
Market Talk · @markettalkag · Sep 22
Ag markets are relatively quiet on Thursday as the trade continues to face a strong U.S. dollar, the Fed interest rate hike and more. Corn and soybeans are quiet with wheat finding some strength near midday. Arlan Suderman (@ArlanFF101) of StoneX joins us markettalk.libsyn.com/midday-comment…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Dec CBOT #wheat is above 200DMA....a trap?
Josh Linville
Josh Linville · @JLinvilleFert · Sep 22
#Nitrogen #fertilizer markets are having an identity crisis yesterday/today.

Values had been falling since late last week. Last 24 hours, bulls have returned and set a price floor.

Still tons of questions of forward European production.

So many questions / so little time.
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Retweeted...
Karen Braun Karen Braun · @kannbwx · Sep 22
Current marketing year U.S. export sales were lousy across the board last week. Total 22/23 #corn sales are about half the year ago levels, #soybeans are a bit above and #wheat just a hair below. pic.twitter.com/Ry1x95SDLa
Market Talk
Market Talk · @markettalkag · Sep 22
Retweeted...
Karen Braun Karen Braun · @kannbwx · Sep 22
Current marketing year U.S. export sales were lousy across the board last week. Total 22/23 #corn sales are about half the year ago levels, #soybeans are a bit above and #wheat just a hair below. pic.twitter.com/Ry1x95SDLa
Market Talk
Market Talk · @markettalkag · Sep 22
Retweeted...
Arlan Suderman Arlan Suderman · @ArlanFF101 · Sep 22
Export sales in the week ending Sept. 15 (mln bu): #corn 7.2, grain sorghum 0.0, #soybeans 16.4, #wheat 6.7 #oatt
Market Talk
Market Talk · @markettalkag · Sep 22
Retweeted...
Arlan Suderman Arlan Suderman · @ArlanFF101 · Sep 22
Mexico was the top buyer of U.S. #pork in the week ending Sept. 15 at 15,500 MT, out of a net total of 29,000 MT sold. #oatt
Market Talk
Market Talk · @markettalkag · Sep 22
Retweeted...
Arlan Suderman Arlan Suderman · @ArlanFF101 · Sep 22
China was the top buyer of U.S. #beef in the week ending Sept. 15 at 6,200 MT out of the total net sales of 15,200 MT. #oatt
Karen Braun
Karen Braun · @kannbwx · Sep 22
Current marketing year U.S. export sales were lousy across the board last week. Total 22/23 #corn sales are about half the year ago levels, #soybeans are a bit above and #wheat just a hair below.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
Mexico was the top buyer of U.S. #pork in the week ending Sept. 15 at 15,500 MT, out of a net total of 29,000 MT sold. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
China was the top buyer of U.S. #beef in the week ending Sept. 15 at 6,200 MT out of the total net sales of 15,200 MT. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Sep 22
Export sales in the week ending Sept. 15 (mln bu): #corn 7.2, grain sorghum 0.0, #soybeans 16.4, #wheat 6.7 #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Retweeted...
Matthew Luxmoore Matthew Luxmoore · @mjluxmoore · Sep 21
Protests in Moscow and St Petersburg today have grown pretty large. People chanting “No to War!” Dozens of arrests reported pic.twitter.com/9F4E5VIy9E
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
For the first time since July December #wheat is near 200 DMA. There is a good chance it won't be penetrated. We feel that bull could be running out of steam, Putin's statement didn't look like a game-changer, and Black Sea grain continues to flow uninterrupted.

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Retweeted...
Andrey Sizov Andrey Sizov · @sizov_andre · Sep 20
"Huge sell-off in wheat on Monday on no news mostly…we have been bullish medium term and now we are bullish short-term as well" - this aged well...the #wheat market is +7% from Monday's lows twitter.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Sep 22
Retweeted...
𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ 𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ · @RussianGrainTra · Sep 22
💥 PAKISTAN 🇵🇰 TCP WHEAT TENDER 🌾 due on MONDAY 26/9.

Bid Bond is 2% of the CFR value which will dissuade some, but many others will be put off by the quality final at discharge clause.

What to add for this risk⁉️ pic.twitter.com/hcntdV6nd6
Accounts we follow:
Back to top