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Market Talk
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@markettalkag
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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…
markettalkag.com/2022/08/19/fri…

Karen Braun
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@kannbwx
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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
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@kannbwx
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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
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@kannbwx
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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
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@markettalkag
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Aug 19
Retweeted...
Reuters Ag News
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@ReutersAg
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Aug 19

Deere shares drop after company misses earnings, cuts outlook reuters.com/markets/us/dee…

Karen Braun
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@kannbwx
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Aug 19

Arlan Suderman
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@ArlanFF101
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Aug 19
Retweeted...
Market Talk
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@markettalkag
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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
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@markettalkag
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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
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@markettalkag
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Aug 19
Retweeted...
Reuters Ag News
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@ReutersAg
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Aug 19

China issues first national drought alert, battles to save crops in extreme heatwave reuters.com/world/china/ch…

Market Talk
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@markettalkag
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Aug 19
Retweeted...
Karen Braun
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@kannbwx
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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
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@sizov_andre
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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
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@sizov_andre
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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
#oatt pic.twitter.com/y2Cz9r4tc1

Karen Braun
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@kannbwx
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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
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@sizov_andre
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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
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@sizov_andre
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Aug 15
BUT: you still need to move that wheat to its destination and that could be not easy twitter.com/sizov_andre/st…

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
#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
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@kannbwx
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Aug 19

Market Talk
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@markettalkag
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Aug 19
Retweeted...
Naomi Blohm
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@naomiblohm
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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
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@sizov_andre
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Aug 19

Andrey Sizov
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@sizov_andre
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Aug 19
Retweeted...
Ellie ♕
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@EllieAsksWhy
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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
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@sizov_andre
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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
More in our weekly note today: sizov.report


Market Talk
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@markettalkag
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Aug 19
Retweeted...
Naomi Blohm
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@naomiblohm
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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
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@markettalkag
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Aug 18
It’s county fair season in Middle Tennessee!! I’ll post fair food later. #agtwitter


Andrey Sizov
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@sizov_andre
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Aug 18
Retweeted...
Andrey Sizov
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@sizov_andre
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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…
#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
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@ArlanFF101
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Aug 18
#corn #soybeans #oatt twitter.com/AgResource/sta…
AgResource Company
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@AgResource
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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
youtu.be/0ulbII4EeWQ

Karen Braun
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@kannbwx
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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.
USDA put yield at 51.9 bu/acre last week vs 51.5 in July and 51.4 last year.

Karen Braun
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@kannbwx
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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.
For reference, USDA said 175.4 bu/acre last week vs 177 in July.

Karen Braun
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@kannbwx
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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
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@sizov_andre
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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
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@sizov_andre
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Aug 18
#Wheat still -4%...perhaps pigeons carrying the news haven't reached Chicago yet...or are we misreading this? twitter.com/sizov_andre/st…

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
Today's note for the clients: sizov.report/reports/16477/
#oatt pic.twitter.com/HCXqiuxqNw

farmbucks.com
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@farmbuckscom
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Aug 18
Retweeted...
Allen Motew
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@QTweather
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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
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@markettalkag
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Aug 18
Retweeted...
Swift Trading Company
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@shootinthebull2
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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
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@JLinvilleFert
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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:
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
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@sizov_andre
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Aug 18
Retweeted...
Jesus
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@jesususama
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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…
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
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@markettalkag
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Aug 18
Retweeted...

Andrey Sizov
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@sizov_andre
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Aug 18
I think its time for GASC #wheat tender folks

Andrey Sizov
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@sizov_andre
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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-…
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
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@sizov_andre
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Aug 18
Retweeted...
Alis volat propriis
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@Alisvolatprop12
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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
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@kannbwx
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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
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@JLinvilleFert
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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!!
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
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@kannbwx
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Aug 18

Arlan Suderman
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@ArlanFF101
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Aug 18

Arlan Suderman
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@ArlanFF101
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Aug 18

Andrey Sizov
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@sizov_andre
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Aug 18
Retweeted...

Arlan Suderman
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@ArlanFF101
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Aug 18

Arlan Suderman
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@ArlanFF101
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Aug 18

Arlan Suderman
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@ArlanFF101
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Aug 18

Arlan Suderman
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@ArlanFF101
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Aug 18
#oatt twitter.com/MarketToMarket…
Market to Market
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@MarketToMarket
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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
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@sizov_andre
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Aug 18
Retweeted...

Andrey Sizov
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@sizov_andre
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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
Today's note for the clients: sizov.report/reports/16477/
#oatt


Andrey Sizov
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@sizov_andre
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Aug 18
Retweeted...
Andrey Sizov
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@sizov_andre
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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
Our note for subscribers: sizov.report/reports/16452/
#wheat #corn #oatt pic.twitter.com/Fm4GRHLtHu

Andrey Sizov
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@sizov_andre
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Aug 18
Retweeted...
Andrey Sizov
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@sizov_andre
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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
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@sizov_andre
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Aug 18
Retweeted...
Andrey Sizov
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@sizov_andre
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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
#oatt pic.twitter.com/FyJsrq1jgQ

Andrey Sizov
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@sizov_andre
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Aug 17
Retweeted...
Eric Nuttall
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@ericnuttall
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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
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@markettalkag
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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



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.
425 Following
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404 Followers

Andrey Sizov
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2020, 19, 17; biotech / agtech enthusiast; marathon runner
@sizov_andre I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2020, 19, 17; biotech / agtech enthusiast; marathon runner
1955 Following
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21.9K 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.
143 Following
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61.4K 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.
4501 Following
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42.6K Followers

Josh Linville
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
@JLinvilleFert Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
22.7K Following
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25.0K Followers

Market Talk
@markettalkag Hosted by award winning farm broadcaster Jesse Allen. Tune in each weekday for commodity market analysis and more! Produced by @AmericanAgNet.
@markettalkag Hosted by award winning farm broadcaster Jesse Allen. Tune in each weekday for commodity market analysis and more! Produced by @AmericanAgNet.
208 Following
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782 Followers