Andrey Sizov
@sizov_andre
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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
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Joined November 2013
RT @sizov_andre: The Russian Central Bank cut its interest rate by 2 p.p. to 18%. Will the ruble finally weaken? The budget badly needs it….
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RT @sizov_andre: CBOT #wheat continues to grind lower - just as we flagged in Monday’s note. The charts look ugly—for both CBOT and Matif.….
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RT @sizov_andre: Everybody's quoting Canadian FAS "Marketing year (MY) 2025/26 wheat production is under pressure from sub-par spring and w….
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RT @sizov_andre: CBOT #wheat chart isn’t looking friendly….Will the recent support around 535 hold?.Or are we heading back to the contract….
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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.
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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
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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
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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: .
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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
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RT @sizov_andre: Who would have thought? 🤔. Another "great deal" that doesn't look so great. The Philippines has not removed tariffs on….
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RT @sizov_andre: They will “flood” even more at $250+ FOB 😉.(Let me doubt that there is a long line of buyers at 245).
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Russian #wheat ruble prices are tumbling under harvest pressure. Free note: #oatt #russia #blacksea.
blog.sizov.report
Prices reversed amid the arrival of new wheat crop on the market.
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After unexpected backlash from Ukrainians and the EU, Zelensky appears to be backing down from the law that would strip Ukraine’s anti-corruption bureau (NABU) of its independence. Key word — “appears”: Parliament still needs to vote on the new bill in late July. Next move?
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RT @sizov_andre: Russian July #wheat exports are set to drop to their lowest since 2020 - SovEcon. • Soft demand? Likely. • Harvest and sup….
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RT @sizov_andre: US #wheat export sales came in strong as well, 712K vs 250-500K trade guess. (As expected 👇). #oatt #sizovreport.
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RT @sizov_andre: Russian #wheat harvest delays caused by untimely rain have been offering some support to the market 🌾. However, the outloo….
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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.
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