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Market Talk
Market Talk · @markettalkag · Aug 19
Row crops were fairly quiet to wrap up the week while the wheat market saw a nice bounce into the weekend! We discuss the week in the markets, risk management ideas and more as Kristi Van Ahn-Kjeseth (@kvanahn) of Van Ahn & Company joins the show today!
markettalkag.com/2022/08/19/fri…
Karen Braun
Karen Braun · @kannbwx · Aug 19
For wider distribution.... if you farm anywhere close to I-94 in Minnesota between Fergus Falls and Fargo, I'm wondering what you think of your corn/soybeans this year. Average? Better? Worse? Still TBD? twitter.com/kannbwx/status…
Karen Braun Karen Braun · @kannbwx · Aug 19
Would be great to hear from someone that farms this area (MN between Fergus Falls and Fargo). What do you think of your yield prospects this year versus past years?
Karen Braun
Karen Braun · @kannbwx · Aug 19
I'll be out on the road for the next week in the northwest and west U.S. Corn Belt checking out the crops, including the Pro Farmer tour starting Monday. In NW Minnesota now heading for North Dakota.
Market Talk
Market Talk · @markettalkag · Aug 19
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Reuters Ag News Reuters Ag News · @ReutersAg · Aug 19
Deere shares drop after company misses earnings, cuts outlook reuters.com/markets/us/dee…
Karen Braun
Karen Braun · @kannbwx · Aug 19
U.S. yield poll results. Easy to see on the graphic which categories won. Here's how it shakes out:
#Corn
28% see yield 174+ bu/acre
32% see sub 172
#Soybeans
31% see 51+ bu/acre
32% see sub 50
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 19
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Market Talk Market Talk · @markettalkag · Aug 19
Wheat is trying to regain some of what it has lost to wrap up the week while row crops are mixed on the day. Livestock markets are mixed as we await the latest Cattle on Feed report out Friday afternoon. Arlan Suderman (@ArlanFF101) of StoneX joins us to markettalk.libsyn.com/midday-comment…
Market Talk
Market Talk · @markettalkag · Aug 19
Wheat is trying to regain some of what it has lost to wrap up the week while row crops are mixed on the day. Livestock markets are mixed as we await the latest Cattle on Feed report out Friday afternoon. Arlan Suderman (@ArlanFF101) of StoneX joins us to markettalk.libsyn.com/midday-comment…
Market Talk
Market Talk · @markettalkag · Aug 19
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Reuters Ag News Reuters Ag News · @ReutersAg · Aug 19
China issues first national drought alert, battles to save crops in extreme heatwave reuters.com/world/china/ch…
Market Talk
Market Talk · @markettalkag · Aug 19
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Karen Braun Karen Braun · @kannbwx · Aug 19
🇺🇦#Ukraine says 10 cargo ships are being loaded with grain in its seaports Friday, no clarification on departure date(s). A total of 25 ships have sailed since the first one on Aug. 1, carrying a total of 630,000 tonnes of ag goods. pic.twitter.com/8M4aiU6bKD
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 19
Now we talk...+2.5%...December contract needs 4 cents more to close above that 7.71 level twitter.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Aug 19
Pfff...you could do better #wheat really....+0.7% today, not the action I was expecting to see after 0 results Erdogan-Zelensky meeting in Ukraine.

#oatt pic.twitter.com/y2Cz9r4tc1
Karen Braun
Karen Braun · @kannbwx · Aug 19
🇺🇦#Ukraine says 10 cargo ships are being loaded with grain in its seaports Friday, no clarification on departure date(s). A total of 25 ships have sailed since the first one on Aug. 1, carrying a total of 630,000 tonnes of ag goods.
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 19
Things are gradually changing....more FOB offers of Ukrainian 11.5% #wheat at $260-265 (!!). That's a sight for importers' sore eyes.

BUT: you still need to move that wheat to its destination and that could be not easy twitter.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Aug 15
What has happened in the Black Sea since last Monday - THREAD
#wheat #corn

* 16 vessels with around 0.45 MMT of food products, mainly #corn, left the Odesa terminals, and several inbounds vessels have arrived

1/ pic.twitter.com/koijEQawYo
Karen Braun
Karen Braun · @kannbwx · Aug 19
🇺🇦Grain traders union UGA says #Ukraine's #wheat harvest is 91% complete at 17.4 million tonnes. That puts the full crop expectation at about 19.1 mmt, a 10-year low and down from a record 32.2 mmt last year.
Market Talk
Market Talk · @markettalkag · Aug 19
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Naomi Blohm Naomi Blohm · @naomiblohm · Aug 19
You need to read this. Todd does a great job of comparing global #wheat ending stocks back in 1986 vs. now, and succinctly spells out what it would mean to the #grain markets if the Zaporizhzia nuclear plant goes awry. twitter.com/ToddHultman1/s…
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 19
Pfff...you could do better #wheat really....+0.7% today, not the action I was expecting to see after 0 results Erdogan-Zelensky meeting in Ukraine.

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 19
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Ellie ♕ Ellie ♕ · @EllieAsksWhy · Aug 19
Looks like... famine? Not good, despite delusions of CBOT et al. I don't undetstand. I mean, I understand Andrey but not wheat futures markets twitter.com/sizov_andre/st…
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 19
SovEcon: Russian #wheat exports remain weak despite a bumper crop. 0.9 mmt shipped this week via sea terminals (unch WOW)...not the number you expect to see in late August. Total monthly exports are predicted to be -35%YOY

More in our weekly note today: sizov.report
Market Talk
Market Talk · @markettalkag · Aug 19
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Naomi Blohm Naomi Blohm · @naomiblohm · Aug 19
Morning #AgTwitter. Please be mindful of monitoring the Zaporizhzhia nuclear power plant situation in #Ukraine in the coming days. (When the Chernobyl accident occurred, large areas of agricultural land were removed from production due to contamination.) twitter.com/Reuters/status…
Market Talk
Market Talk · @markettalkag · Aug 18
It’s county fair season in Middle Tennessee!! I’ll post fair food later. #agtwitter
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Aug 18
Zelensky: no negations until Russian troops leave Ukraine

#Wheat still -4%...perhaps pigeons carrying the news haven't reached Chicago yet...or are we misreading this? twitter.com/sizov_andre/st…
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
#corn #soybeans #oatt twitter.com/AgResource/sta…
AgResource Company AgResource Company · @AgResource · Aug 18
We have come to the end of our 2022 Crop Tour with our last stop in Livingston County, IL. Our teams recaps the day and the trip as a whole. #AgResource #Agriculture #CropTour22
youtu.be/0ulbII4EeWQ
Karen Braun
Karen Braun · @kannbwx · Aug 18
🇺🇸🌱 What's your latest thinking on yield for U.S #soybeans?

USDA put yield at 51.9 bu/acre last week vs 51.5 in July and 51.4 last year.
Karen Braun
Karen Braun · @kannbwx · Aug 18
🇺🇸🌽 What's your latest thinking for U.S. #corn yield?

For reference, USDA said 175.4 bu/acre last week vs 177 in July.
Karen Braun
Karen Braun · @kannbwx · Aug 18
CPC's outlook for September shows a possible dry/warm bias for the western U.S. Corn Belt, but no wet/cool bias for now. The crops don't want too dry a finish, especially the beans, but they also want to avoid early frost. On avg, late Sep is when the North might see first frost.
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
Zelensky: no negations until Russian troops leave Ukraine

#Wheat still -4%...perhaps pigeons carrying the news haven't reached Chicago yet...or are we misreading this? twitter.com/sizov_andre/st…
Andrey Sizov Andrey Sizov · @sizov_andre · Aug 18
The sell-off in #wheat continues...-5% in two sessions, December SRW broke $7.7 support, not good technically. The market is pricing in a truce in Ukraine...the chance is low in our view

Today's note for the clients: sizov.report/reports/16477/

#oatt pic.twitter.com/HCXqiuxqNw
farmbucks.com
farmbucks.com · @farmbuckscom · Aug 18
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Allen Motew Allen Motew · @QTweather · Aug 18
Morning global still has indications first sig frost/freeze for parts of Can. Prairie (not into states) Aug 28-30th or thereabouts.
Market Talk
Market Talk · @markettalkag · Aug 18
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Swift Trading Company Swift Trading Company · @shootinthebull2 · Aug 18
Volatility remains immense in feeder cattle futures trading. I would urge you to note Wednesday's extreme bullish tone analysts have taken towards fat cattle, and consider whether this is an example of too much optimism at the top, or this is just starting to get good.
Josh Linville
Josh Linville · @JLinvilleFert · Aug 18
Alright, time for my long #solar panel idea:

This was my view driving from KC to Kearney, NE. Lot of space for solar panels which could be an alternative than taking U.S. farm ground to install. Here is my math:
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Jesus Jesus · @jesususama · Aug 18
La liquidación del TRIGO continúa, -5% en dos sesiones, En diciembre rompió el soporte de $7,7.
Sizov sostiene "el mercado está cotizando una tregua en Ucrania, posibilidad baja"

Descuentan libre tránsito.
Para que el conflicto se congele depende de la batalla de Kherson, twitter.com/sizov_andre/st…
Market Talk
Market Talk · @markettalkag · Aug 18
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Arlan Suderman Arlan Suderman · @ArlanFF101 · Aug 18
Key numbers for #corn sales include China buying 2.8 million old- & 5.4 million new-crop bushels, with unknown buying another 11.3 million bushels of new-crop corn #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
I think its time for GASC #wheat tender folks
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
India raises #wheat output estimate but local prices surge

Reuters - India raised its wheat production estimate on Wednesday even as other forecasters and traders were scaling down output numbers because of a heatwave

reuters.com/article/india-…
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Alis volat propriis Alis volat propriis · @Alisvolatprop12 · Aug 18
곡물 애널리스트인 안드레이 시조브씨 견해에 따르면 밀 선물가의 폭락은 시장에서 우크라이나에서의 휴전 가능성을 프라이싱하는 것이라고 하나, 그는 그럴 가능성이 낮다고 보고 있다고 함. twitter.com/sizov_andre/st…
Karen Braun
Karen Braun · @kannbwx · Aug 18
🇦🇷#Argentina's #corn plantings will fall 2.6% in 2022/23 on low soil moisture and lower profitability (inputs are high and #soybeans are cheaper to plant), according to Buenos Aires Grains Exchange. Planting usually starts in Sept. and steadily progresses through January.
Josh Linville
Josh Linville · @JLinvilleFert · Aug 18
Drove from KC to Kearney, NE this morning (on the road by 3:30!!). Couldn't stop thinking about losing farmland to solar.

This was my view. Probably 150' unused space fence to fence.

150' x 1 mile = 18 acres

I'll have a long winded post coming up!!
Karen Braun
Karen Braun · @kannbwx · Aug 18
#China bought 779kt new-crop U.S. #soybeans and unknown 273kt, easily topping expectations. This was China's biggest combined soy buying week since April (doesn't include unknown). #Corn sales were strong too, incl. 286kt to unknown, #Mexico 216kt, China 137kt. #Wheat sales meh.
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
U.S. #pork sales were pretty weak at 13,600 MT in the week ending August 11, although actual shipments totaled 25,600 MT #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
China bought 7,400 MT of U.S. #beef in the week ending August 11, bringing net total sales to all destinations to 18,900 MT. #oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Arlan Suderman Arlan Suderman · @ArlanFF101 · Aug 18
Key numbers for #corn sales include China buying 2.8 million old- & 5.4 million new-crop bushels, with unknown buying another 11.3 million bushels of new-crop corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
China bought 3 million old-crop #soybean bushels, although 2.6 million of that was switched from a previous sale to unknown destinations, while also buying 28.6 million new-crop. Unknown bought 10 million new-crop. #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
Key numbers for #corn sales include China buying 2.8 million old- & 5.4 million new-crop bushels, with unknown buying another 11.3 million bushels of new-crop corn #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
Export sales for the week ending August 11 (mln bu): #corn 3.9 old- & 29.5 new-crop; grain sorghum 0.5, #soybeans 3.6 old- & 47.9 new-crop; #wheat 7.6 #oatt
Arlan Suderman
Arlan Suderman · @ArlanFF101 · Aug 18
#oatt twitter.com/MarketToMarket…
Market to Market Market to Market · @MarketToMarket · Aug 18
Time to pause from throwing cow chips to update you on this week’s program. @ArlanFF101 will be our guest on TV. Here’s @PaulYeager with more. pic.twitter.com/oJUD30019l
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
The sell-off in #wheat continues...-5% in two sessions, December SRW broke $7.7 support, not good technically. The market is pricing in a truce in Ukraine...the chance is low in our view

Today's note for the clients: sizov.report/reports/16477/

#oatt
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Aug 17
Zelensky, Erdogan, and Guterres are meeting on August 18 in Ukraine, #grain deal is likely to be one of the key topics. Will they be able to speed up the shipments?

Our note for subscribers: sizov.report/reports/16452/

#wheat #corn #oatt pic.twitter.com/Fm4GRHLtHu
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Aug 17
What does an ordinary #wheat session look like? -3% on no news...the December contract is hovering above the July-August low...longs better hope that it will hold pic.twitter.com/utCaa2rpUX
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 18
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Andrey Sizov Andrey Sizov · @sizov_andre · Aug 17
This is why some of us keep watching #crude prices and comparing them to the 2008 crash...This crude and #corn chart looks unsettling

#oatt pic.twitter.com/FyJsrq1jgQ
Andrey Sizov
Andrey Sizov · @sizov_andre · Aug 17
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Eric Nuttall Eric Nuttall · @ericnuttall · Aug 17
Eventually, fundamentals will matter again and the sharpest liquidation of crude contracts since 2018 will come to an end, marking the inflection point for the financial demand for oil. Meanwhile...a new record (physical) deficit! pic.twitter.com/JwvqpDFS9u
Market Talk
Market Talk · @markettalkag · Aug 17
We had a great time discussing markets today at @Dakotafest! Thanks to @DuWayneBosse of @boltmarketing1 and @MichaelMinorMAR of @AgProfessional for joining us! Hear the discussion Thursday on Market Talk! #AgTwitter #agnews #markets #Commodities #dakotafest
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