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
Hmmm. will US #corn exports to Japan drop thanks to this new great "deal"?.
🇯🇵🌽USA & Brazil are Japan's top #corn suppliers. USA is still safely ahead of Brazil, but it got close in 2023 on a small US / big Brazilian crop. Jan-May 2025 US exports to Japan were up 14% YOY. Brazil exports to Japan in that same period were near 0 (vs 450kt last year).
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I've realized at least what "Rice and certain other agricultural products, and other things" reminds me. "Sugar, spice, and everything nice!" - Is DJT a Powerpuff Girls' fan too?.
Another disappointing "deal" for US agriculture? . 🇯🇵 Japan will buy $8B in agricultural and *other products* and boost rice purchases by 75%, a White House official said — Reuters. 📉 But Japan's average annual ag imports from the US are ~$11–12B. #oatt #tradewars #corn #wheat
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RT @sizov_andre: Another disappointing "deal" for US agriculture? . 🇯🇵 Japan will buy $8B in agricultural and *other products* and boost ri….
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RT @clashreport: According to Turkish diplomatic sources, the Ukraine - Russia talks are set to begin this evening at 19:00 at the Çırağan….
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Sep/Dec spread in Matif #wheat is sharply down, along with September Matif itself. Is the rally over, or is there still some hope for the bulls? 🤔. I’m voting for the former. 📉. #oatt #sizovreport
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Another disappointing "deal" for US agriculture? . 🇯🇵 Japan will buy $8B in agricultural and *other products* and boost rice purchases by 75%, a White House official said — Reuters. 📉 But Japan's average annual ag imports from the US are ~$11–12B. #oatt #tradewars #corn #wheat
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Headline: #Wheat rises after Russia trims harvest estimate. Reality: CBOT wheat continues to trade like a DXY proxy. More in Discretionary View Wheat Market Updates for Traders: #oatt #sizovreport #russia. Chart: September CBOT Wheat vs Inverted DXY
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RT @sizov_andre: Could become a big story with many outcomes including a potential unexpected peace deal with the Kremlin. This week’s dyna….
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RT @sizov_andre: Rice and certain other agricultural products, and other things!. (Does Tokyo confirm?). #oatt
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Despite all the rainy weather. "Germany’s National Association of Agricultural Cooperatives raised its 2025 #wheat production forecast to 21.6 mmt from 21.5 mmt last month, up 17% from last year.". #oatt #agwx.
Argus Media estimated France’s 2025 wheat crop at 33.4 mmt, 30% above last year’s poor result. However, analysts noted that the estimate remains below the 2017–2023 average of 34.96 mmt. More: #oatt #sizovreport.
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Philippines tariff was cut 1 pp…to 19% from 20%. Big achievement? Not sure.
Who’s navigating Trump 2.0 the best so far? . My Rankings:. 🇳🇱 Mark Rutte – Flattery diplomacy winning NATO cooperation. 🇯🇵 Shigeru Ishiba – Secured a 15 % tariff deal + US$550B investment, markets cheered. 🇲🇽 Claudia Sheinbaum – Calm brinkmanship halted tariff escalation. 🇵🇭
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Rice and certain other agricultural products, and other things!. (Does Tokyo confirm?). #oatt
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Could become a big story with many outcomes including a potential unexpected peace deal with the Kremlin. This week’s dynamic is important. #oatt #wheat #blacksea #sizovreport
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RT @sizov_andre: Local authorities are not happy with the new crop in Rostov! (#1 Russian #wheat grower).---.Grain output in Russia’s Rosto….
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RT @sizov_andre: First, it was an almost "done deal"…. Then it turned into a "mini deal" (still almost done)…. Now, even the mini deal seem….
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RT @sizov_andre: 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….
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RT @CropProphet: 📉 All three 00Z 14-day avg temp #agwx forecasts (ECMWF, GEFS, AIFS-ENS) trended colder vs. yesterday. That’s a notable sh….
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RT @WxRiskGrains: ***US GRAIN WEATHER UPDATE ***. Folks this Heat Dome scenario is falling apart faster than my last date. Yes there I….
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RT @sizov_andre: What a surprise. Nobody expects [Spanish Inquisition] Russian #wheat crop in July.
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