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SovEcon

@sovecon

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Helping to trade wheat and corn and manage risk by proving accurate analysis of the Black Sea since 1991. Probably the best crop forecasters in the region.

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Joined February 2014
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@sovecon
SovEcon
4 years
Official Russian crop numbers are out! Russia harvested 85.9 MMT of #wheat, as per Rosstat. SovEcon: 85.5 in Dec, 85 in January 2020 (!). USDA Dec WASDE - 84 MMT, May - 77 MMT. Slightly bearish wheat. Neutral crop comments and reliable forecasts -->
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@sovecon
SovEcon
3 hours
StoneX estimates U.S. corn production at 16.3 billion bushels (414.6 mmt) with an average yield of 188.1 bu/acre (11.8 mt/ha). More: #oatt #sizovreport.
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blog.sizov.report
Daily news and market insights from a leading firm focused on the Black Sea grain markets research
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@sovecon
SovEcon
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RT @sizov_andre: Ukraine’s #wheat harvest is sharply down YoY due to (unexpectedly!) poor yields. It appears crops were damaged during the….
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@sovecon
SovEcon
24 hours
RT @sizov_andre: 📈 12.5% food wheat bids in Russian ports have jumped to 17,000–17,200 rub/mt — up 17% from a month ago. (USDRUB = 80.2)….
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@sovecon
SovEcon
24 hours
RT @sizov_andre: 🇺🇦 Ukraine may raise its #wheat forecast to 22.0 MMT (from 21.2), Deputy Economy Minister Vysotskyi said, citing favorable….
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@sovecon
SovEcon
1 day
Ukraine may raise its wheat and corn forecasts if weather stays favorable, Deputy Economy Minister Vysotskyi said. Wheat could rise to 22.0 MMT (from 21.2), corn to 28.0 MMT (from 26.5). More: #oatt #sizovreport.
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blog.sizov.report
Daily news and market insights from a leading firm focused on the Black Sea grain markets research
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@sovecon
SovEcon
2 days
RT @sizov_andre: CBOT #wheat hit a new contract low. Wonder what it’s trading at now. I expected a rebound last week. That didn’t age we….
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@sovecon
SovEcon
2 days
RT @sizov_andre: Matif Sep/Dec #wheat spread rally continues. What could it be trying to tell us?.Maybe there isn't as much wheat in the….
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@sovecon
SovEcon
2 days
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@sovecon
SovEcon
2 days
RT @sizov_andre: $DXY 🙈🙈🙈.Are you taking note, #wheat?. #oatt #sizovreport
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@sovecon
SovEcon
2 days
RT @sizov_andre: Trump fired Bureau of Labor Statistics chief Erica MacEntarfer over poor employment data. He claims the economy is “BOOMIN….
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@sovecon
SovEcon
2 days
RT @sizov_andre: #Wheat down week on week on strong USD (and probably something else). what is that?. #oatt #sizovreport .
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@sovecon
SovEcon
2 days
RT @sizov_andre: Kremlin tells Trump that it's Putin who sets Russia's foreign policy (- no need to react to Medvedev’s tweets). Looks lik….
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@sovecon
SovEcon
2 days
RT @sizov_andre: Ukraine's #wheat yield is improving. But the crop will still fall short of many recent estimates. #oatt #sizovreport.
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@sovecon
SovEcon
2 days
RT @sizov_andre: ☹️☹️.---."In a call with clients on Tuesday, Goldman argued that Trump was likely to go ahead with a 50% tariff on #copper….
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@sovecon
SovEcon
2 days
RT @sizov_andre: Russia & Global #grain market weekly, Jul 28-Aug 01, 2025:. * #Wheat Drops on Strong Dollar but Geopolitical Risks Rise.*….
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@sovecon
SovEcon
2 days
As of July 31, Ukrainian farmers harvested 11.4 mmt of wheat (down from 19.4 mmt a year earlier) from 3.1 mlm ha (4.5 mln ha) at an average yield of 3.7 mt/ha (4.4 mt/ha), according to the Ministry of Economy. More: #oatt #sizovreport.
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blog.sizov.report
Daily news and market insights from a leading firm focused on the Black Sea grain markets research
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@sovecon
SovEcon
5 days
RT @sizov_andre: 12.5% food #wheat bids in Russian ports are climbing 📈 as traders chase grain ahead of arriving vessels. ▪️ Prices rose 5….
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@sovecon
SovEcon
5 days
RT @sizov_andre: SovEcon: Russia’s Southern #Wheat Crop May Be Lowest Since 2020. The South is the #1 wheat-growing and exporting region….
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SovEcon
5 days
RT @sizov_andre: As of July 28, France had harvested 89% of its soft wheat crop, compared to 63% a year earlier and 78% on average over the….
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@sovecon
SovEcon
5 days
RT @sizov_andre: I’ve been skeptical about US Ag Export Memorandums 🤨 but have to admit - some do turn into real deals. 🔹 RTRS: 🇧🇩 Bangl….
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