Andrey Sizov
@sizov_andre
I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
Russia & Global #grain market weekly, Jul 14-Jul 18, 2025: * #Wheat Mixed on Geopolitics, Trade Tensions, Russian Yields and DXY * Russian Wheat Export Sales Increasing * Ruble Grain Prices Drop on New Crop Arrival * Rains May Delay Winter Wheat Harvest More:…
Who would have thought? 🤔 Another "great deal" that doesn't look so great... The Philippines has not removed tariffs on U.S. imports of #corn and other ag products Interesting that #wheat isn't mentioned. Maybe at least U.S. wheat will get 0% tariffs (currently 3–7%). 🔹 The…
Some good News for Argy farmers Not so good for CBOT though… #oatt #corn #soybeans
Argentina's @JMilei cuts export taxes ahead of October midterms 👏👏👏 🔻 #Corn, sorghum: 12% → 9.5% 🔻 #Soybeans: 33% → 26% 🔻 Poultry, beef: 6.75% → 5% ➡️ #Wheat stays at 9.5% #oatt
Russian #wheat ruble prices are tumbling under harvest pressure Free note: blog.sizov.report/sovecon-russia… #oatt #russia #blacksea
Argentina's @JMilei cuts export taxes ahead of October midterms 👏👏👏 🔻 #Corn, sorghum: 12% → 9.5% 🔻 #Soybeans: 33% → 26% 🔻 Poultry, beef: 6.75% → 5% ➡️ #Wheat stays at 9.5% #oatt
Los 46 M tn de trigo que está considerando el USDA para las exportaciones rusas esta campaña son demasiado optimistas y no colaboran con los precios del cereal...
TASS: Russia’s #grain exports this season may reach 53–55 MMT, incl. 43–44 MMT of #wheat, Ag Minister Oksana Lut said at a grain export meeting. 🔹 Reasonable numbers 🔹 SovEcon’s June forecast: 42.9 MMT 🔹 USDA’s 46.0 MMT? Too optimistic SovEcon’s new Russian trade & S&D…
The Russian Central Bank cut its interest rate by 2 p.p. to 18%. Will the ruble finally weaken? The budget badly needs it. If USD/RUB breaks above 81–82, a sharp move to 90+ wouldn’t surprise. (Remember: in Dec 2024 it was ~110.) Soft ruble ➡️ more Russian #wheat hitting the…
CBOT #wheat continues to grind lower - just as we flagged in Monday’s note. The charts look ugly—for both CBOT and Matif. Still, we don’t rule out a buying opportunity in the not-too-distant future. Get access to our latest Discretionary View note: sizov.report/reports/27111/……
Everybody's quoting Canadian FAS "Marketing year (MY) 2025/26 wheat production is under pressure from sub-par spring and winter #wheat conditions in key Prairie provinces—drought is a central challenge." Nobody's checking their actual crop forecast, though - it's up from 2024…
CBOT #wheat chart isn’t looking friendly… Will the recent support around 535 hold? Or are we heading back to the contract low of 521? #oatt #sizovreport
I'm stealing this for the next note
Here's some actionable advice about the corn market. Go to the lake, don't come back until late August.
A few minutes ahead of the open.... Trump: Nearing trade deal with China. #oatt #corn #soybeans
They will “flood” even more at $250+ FOB 😉 (Let me doubt that there is a long line of buyers at 245)
🌾🇷🇺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