Reading time: 2 minutes By Andrey Sizov, Managing Editor at The Sizov Report. Last week, 12.5% wheat prices in deep-sea Russian ports rose $6 to $343/mt. The market was supported by strong demand and earlier rally in global benchmarks. During the...
Reading time: 2 minutes By Andrey Sizov, Managing Editor at The Sizov Report. Russian wheat exports have been growing in recent weeks. According to customs, as of the week ended November 17, 0.82 MMT of wheat was exported compared to 0.52 MMT a...
Reading time: 5 minutes By Andrew Whitelaw, Analyst at Thomas Elder Markets. The Detail A month ago, I wrote about our competitiveness on barley (see here). I thought it was time to take a look at our competitiveness for other commodities. The...
Reading time: 2 minutes By Andrey Sizov, Managing Editor at The Sizov Report. We have revised Ukraine’s crop numbers for 2021 (bearish corn) and have issued the first 2022 wheat crop forecast (bullish!). Ukraine is one of the top global corn and...
Reading time: 6 minutes The Corn Market in the US and the EU in the marketing year 2021/22 faces difficulties with regards to production. The US has faced significant drought events in the Corn Belt since the beginning of 2021, which led to...
Reading time: 2 minutes By Andrey Sizov, Managing Editor at The Sizov Report. We have cut 2021/2022 Russian wheat exports estimate by 0.3 mmt to 34.00 mmt. Total grain and pulses exports are estimated at 43.8 mmt (-0.6mmt). The revision reflects...
Reading time: 2 minutes By Andrey Sizov, Managing Editor at The Sizov Report. Last week, 12.5% wheat prices in deep-sea Russian ports rose $9 to $325/mt, a new high since 2012/13. The market is supported by higher global benchmarks, big tenders,...
Reading time: 6 minutes Argentina is the leading Soybean Meal & Oil exporter globally and strongly depends on its crushing industry facilities to produce the supply necessary to maintain the export pace. In early 2021, we highlighted the...
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Ukraine to harvest a record-high corn crop in 2021, wheat production is expected to decline next year
What Should You Be Expecting if You Are Selling From the EU Or US Corn Market in 2021/22?
SovEcon cuts Russia’s 2021/22 wheat exports forecast, remains upbeat about near term prospects
