Andrey Sizov

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WASDE report: slightly bullish #wheat, bearish #corn....wonder if #wheat can push higher or corn will drag it down. The current wheat-corn spread is at 6 years high already. China #corn imports are still projected at 26 mmt...when will they start to buy? #oatt
Bull and Bear from the Early Word Grains commentary with Dana Mantini, DTN Senior Analyst. #corn #soybeans #wheat #EWG @mantini_r
Retweeted by Andrey Sizov
Andrey Sizov..said Russian #wheat exports have been slowing since October due to a relatively strong ruble, tight domestic supplies, and the country’s export tax on the grain. Higher Russian wheat prices may push buyers to at least consider U.S. supplies. agriculture.com/news/three-big…
Talking to a journalist from Germany, she says tell me how the Russian anti-western food ban helped the country's #grain sector to prosper. Easy! Just imagine how Audi/BMW will flourish if Germany bans imports of Russian cars. It's not relevant at all. True for other ag sectors.
As of this week, Russia has seeded 18.1 mln ha of winter crops (-0.85 mln ha YOY), that's mostly #wheat. SovEcon expects the area to decline by ~1 mln ha YOY (-5%) due to weather issues and prices' regulation. Black Sea crop comments and forecasts: sizov.report
Weather conditions are far from ideal for winter #wheat in Ukraine and parts of Russia. However, recent rains (very timely in the case of Ukraine) should have helped plants. #oatt #agwx twitter.com/Frye_WSS/statu…
Bulls do their best to hold that uptrend in Chicago #wheat, Matif is flat today #oatt
In our blog: SovEcon cuts Russia’s 2021/22 #wheat exports forecast, remains upbeat about near-term prospects...Russian wheat export forecast down to 34 mmt, will USDA follow? blog.sizov.report/sovecon-cuts-r… #wasde #oatt
#wheat "It's frustrating that the wet weather kicked in now during crunch time, it's definitely delaying harvest a bit and obviously raises concerns on quality," a trader in Australia said. spglobal.com/platts/en/mark…
In France, talk that Ukrainian #wheat was taking a large share of purchases by Moroccan buyers...was also tempering export sentiment. In Germany, traders said that export shipments were slowing in November after very large loadings earlier in the autumn. brecorder.com/news/amp/40132…
On 1 November, GASC, Egypt's #wheat buyer, booked 180,000 tonnes of Russian milling wheat at $332.55 per tonne. ... The price is about $80 higher than what was projected in the government's budget for the fiscal year 2020/2021. tks @ACOMRB middleeasteye.net/news/egypt-mil…
Russia #grains weekly, November 01 – 03: * Russian #wheat prices moved north again, Matif wheat hit an all-time high * October wheat exports fell to the lowest in five years * Domestic market higher on revival in exporters’ activity More: sizov.report/reports/13080/…
Market Morsel: Less Russian Competition Russia drops export volumes. An update by guest contributor @sizov_andre thomaseldermarkets.com.au/grain/market-m…
Retweeted by Andrey Sizov
“The Australian #wheat shipping program, as a result of strong demand, continues to be aggressively sold,” said CBH ...adding that freight rates have fallen by 10% in the past few weeks. Southeast Asian flour millers are looking to cover 1Q requirements. bloombergquint.com/business/in-a-…
#Wheat tries not to break the uptrend #oatt
COT - funds were buying crops heavily: #Corn net-longs +80K contracts #Soybean +19K #Wheat (SRW) +14.5K tks @Ole_S_Hansen
Las exportaciones de trigo ruso han sido durante octubre las más bajas en 5 años. Todo suma para echar leña a la hoguera de los precios... twitter.com/sizov_andre/st…
Retweeted by Andrey Sizov
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