Sal
@cmdtySal
commodity trader with focus on grain (Eastern Europe/Black Sea Region) updates about market and personal executed trades, trading around ~1.5mio mt/year
🚨 BREAKING 🚨 Missile strike hits Odesa Port: The MJ Pinar vessel, loading #wheat for export, was attacked. Crew members have been killed! Confirmed damage: ‼️ Berth No. 35 ‼️Grain gallery at Brooklyn-Kyiv LLC terminal #oatt #Ukraine #Russia #AgTwitter
🌾🚨Spanish Wheat Market Overview🇪🇸 As we dive into the 2024/25 season, Spain’s #wheat market is experiencing significant disruption. From low local production to a growing dependence on #imports, here’s a by-the-numbers breakdown of the challenges and shifts reshaping Spain’s…
🌽🇺🇸Trump's Win: A New Chapter for U.S. Agriculture🇺🇸🌽 Could U.S. agriculture be headed for a major shift? With @realDonaldTrump hinting at @RobertKennedyJr stepping into a top role, we may see a renewed push to fortify America’s agricultural sector and revisit trade policies…
🚨 @JMilei announced permanent export tax cuts at La Rural! 🌱 #Soybeans: 33% → 26% 🌽 #Corn & Sorghum: 12% → 9.5% 🌻 #Sunflower: 7.5% → 5.5% 🛢️ Byproducts: 31% → 24% 🌾 #Wheat & #Barley stay at 9.5% 🇦🇷As Milei would say: ¡Viva la libertad agro, carajo!
🌾🇷🇺Russian #wheat sellers are back in the game, and they're not being shy! After weeks of silence, they're flooding the market with multiple offers at $245/mt FOB for 12.5pro The silence is over! #oatt #AgTwitter #Russia
#Barley is back in the spotlight! 10–12 vessels rumored sold to #China 🇨🇳, July traders scrambling to cover in #Ukraine Local 🇺🇦 market tight, $202 CPT traded. First pmx arrives for LDC, ADM/Cargill next. FOB CVB 🇷🇴 sellers at €178+ #Russia 🇷🇺 no offers at all! Bulls…
🇺🇦🌽Ukrainian corn recently traded at 253$ FOB POC! Feels like that was the peak — and a sharp correction might be right around the corner...🌽📉 Not much left to sell — but who’s paying these prices? Only Iran. Other destinations are at least 10$ lower! #Ukraine #corn #oatt
🇺🇦🌽Ukraine corn trading above $240 FOB POC for April! Mainly fueled by local Ukrainian sellers aggressively covering their short positions! 🔥🔼 #AgTwitter #oatt #corn #Ukraine️
BREAKING: "We agree with the proposals for the ceasefire" Vladimir Putin says he agrees with proposals for ceasefire - but adds he has questions and Russia 'now on offensive in all areas' Live updates ➡️ trib.al/2UOhOqn 📺 Sky 501 and YouTube
CBOT is fully disconnecting from local cash market in #Ukraine and #Russia! within last 2 weeks: 🌽CBOT corn- down 65c/bu (-25$/mt) 🌾CBOT wheat- down 70c/bu (-25$/mt) at the same time period: 🇺🇦🌽Ukraine up 2-3$ ($232 FOB) 🇷🇺🌾Russia down few $ ($249-252 FOB) #oatt #agtwitter
🇷🇺 🌾Russian 12.5 wheat trading above $250+ FOB! Plenty of buyers on the market and most sellers got less quota than expected 🤔 #wheat #Russia #oatt
🇺🇦🌽corn in Ukraine trading at $225-226 FOB #oatt #Agtwitter #corn #Ukraine
What’s happening in the Black Sea grain market right now? 🌍🌾 1. EU Wheat Exports Shipments are down 30% YoY.📉 🇫🇷 #France boosted wheat planting by 8%, but still below 5-year avg. 2. Russian Wheat Outlook 2025 forecasts: 78-84 MMT. Why the dip? Reduced acreage 🛑 Poor crop…
🇷🇺Russian 12.5% wheat traded today at $224 FOB! #oatt #wheat #Russia #agtwitter
The world’s biggest #wheat exporter is gradually running out of stocks. 📉 Russian total on-farm stocks: Lowest in three years, but still above average. 📍 Southern region stocks (#1 export hub): Already below average. More insights in our stocks note: sizov.report/reports/24718/……
Black Sea freight: 🇺🇦#Ukraine-#EU flows slow, 🇷🇺 #Russia Handysize #wheat to #Egypt flat at $18/mt, Coasters to #Turkey 🇹🇷 slip to $25/mt. Grain trade thin. Looks range-bound till Feb. 🌾🚢 #oatt #AgTwitter
Trader's Take - Risk Off🌾💰 1/ Geopolitics easing: No Russia-Ukraine escalation & Middle East ceasefire talks = risk-off sentiment cooling. War premiums fading, markets liking the calm vibes. 🌍⚖️ 2/ Trump-era buzz: Deregulation & tax cuts on the horizon. Markets eating it up,…