#Soybeans are struggling at the moment… Is there still a chance for a rebound? China is still buying, and the pace is surprisingly fast. #oatt #sizovreport

Indian Farmers Poised for Record Winter #Wheat Planting Amid Favorable Conditions www.devdiscourse.com/article/head...

SovEcon Lowers Ukraine’s 2025/26 #Corn Export Forecast Free note: blog.sizov.report/sovecon-lowe... #oatt #blacksea

Biggest Argentina #Wheat Crop on Record Drives Logistics Frenzy - BBG www.bloomberg.com/news/article...

No more a “soybean farmer.” Bessent says he sold his ND farm… no more skin in the game? 😞 www.msn.com/en-us/money/... #oatt #soybeans

The more I listen to WH comments about the Chinese beans deal - and the statements from Beijing- the more it sounds like there’s no real agreement. Just a vague promise to buy something if market conditions allow... #soybeans #oatt #china

The sell-off in European #natgas continues… down 13% since mid-November. 📉 Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play? #oatt #sizovreport #oott

Wonder if anyone's asked Bessent when that "trade agreement" with #China will be signed at last… 🤔 He said more than a month ago that it would be inked "next week." RTRS: Bessent - China is expected to fulfill commitments..including the purchase of 12 MMT of soybeans, by end-Feb 2026. #soybeans

US to announce ‘bridge payment’ for farmers next week, Rollins says - RTRS www.reuters.com/world/us/us-...

The sell-off in European #natgas continues… down 13% since mid-November. 📉 Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play? #oatt #sizovreport #oott

March CBOT #wheat is finally approaching the Oct 27 gap. 📉 Plenty of reasons to be bearish short-term, IMO. But let’s see how the Putin-Witkoff meeting unfolds - it’s starting now. Black Sea insights and data for funds and traders 👉 sizov.report?utm_campaign...

RTRS: An outage at the world's biggest exchange operator, #CME Group, has halted trade on its currency platform ... The problem was due to a "cooling issue at CyrusOne data centres" #fightclub #nachalos

Reuters - #Cargill Inc has no immediate plans to close its U.S. beef processing plants, the company said days after meatpacker Tyson Foods , announced it would shutter a major Nebraska facility as the industry grapples with tight cattle supplies. www.reuters.com/business/car... #oatt

Arrests at farmers' central London tractor protest www.bbc.com/news/article...

Trump is awake and has something very important to share this morning. 👀

🇺🇦 Harvest delays and wartime logistics bottlenecks have pushed Ukraine’s #corn exports to an 8-year low. Black Sea insights and data for funds and traders: sizov.report?utm_campaign... #oatt #blacksea #ukraine #sizovreport

Three vessels bound for US Gulf Coast terminals to load #soybeans, sorghum for China - RTRS www.reuters.com/world/china/...

Black Sea ceasefire odds keep pushing higher. hashtag#Wheat doesn't like that... Expect a lot of noise short term. #oatt #sizovreport

#Tyson Foods to close major US beef plant as cattle supplies dwindle - RTRS www.reuters.com/business/tys...

Reuters: USDA’s Rollins says China soy deal expected “within 2 weeks.” Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know... #oatt #sizovreport

Black Sea ceasefire odds are surging. This narrative is shaping up to be a major bearish driver for #wheat. Our take in today’s note: sizov.report?utm_campaign... #oatt #sizovreport

S&P Global sees US farmers planting less #corn, more #soybeans in 2026 - RTRS www.marketscreener.com/news/s-p-glo...

#Wheat doesn’t like all that “Black Sea peace plan” talk... We warned our clients about a likely sell-off when we were ~20 cents higher Black Sea insights and data for traders and funds: 👉 sizov.report?utm_campaign... #oatt #sizovreport

CHICAGO, Nov 17 (Reuters) - China bought at least 14 cargoes of U.S. #soybeans on Monday, two traders with knowledge of the deals said, its largest purchase since at least January. www.reuters.com/world/asia-p...

I bet the line of buyers for flour made from $300+ #wheat would be pretty long 😅 --- #India is considering resuming exports of #wheat products after more than three years of restrictions - BBG www.bloomberg.com/news/article... #oatt

Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025 Bessent (Oct 31): US and China to sign the deal “over the coming week” USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving

Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025 Bessent (Oct 31): US and China to sign the deal “over the coming week” USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving

Happy #WASDE day! (And don’t forget the Flash Sales) #oatt

China's #soybean glut could defeat US export hopes after trade thaw - RTRS www.reuters.com/world/china/...

Trump Asks Justice Department to Probe Meatpackers on Prices - BBG www.bloomberg.com/news/article...

China #soybean imports hit record October high on strong South American supply - RTRS www.brecorder.com/news/40391381

Bayer Weighs Roundup’s Demise Over Thousands of Cancer Lawsuits - BBG www.bloomberg.com/graphics/202...

Milei's government approved an investment of 277 million dollars in the new port on Parana. derechadiario.com.ar/us/argentina...

#Wheat isn’t impressed with China’s 120K mt purchase. Rumors pointed to up to 500K. ZWZ -1.5% overnight --- RTRS: (Nov 6): China has booked two cargoes of US wheat, traders said on Thursday The purchases of around 120,000 metric tons for Dec shipment include one cargo of SWW and HRS #oatt

BEIJING, Nov 5 (Reuters) - China will suspend retaliatory tariffs on U.S. imports, including duties on farm goods, after last week's meeting of the two countries' leaders, Beijing confirmed on Wednesday, but imports of U.S. #soybeans still face a 13% tariff. www.reuters.com/world/china/...

Trump Admin Still Planning Billions in Farmer Trade Aid www.agriculture.com/partners-tru...

The Chinese deal is coming, right? $11 #soybeans want to be sure... ---- FT (Oct 31): Bessent said the US and China would sign the deal over the coming week and was confident it would stick. #oatt #soybeans #wheat

Australia’s First #Canola Cargo to China in Years May Depart Soon - BBG www.bloomberg.com/news/article...

Exclusive: US not ready to lift Mexican #cattle ban over screwworm, Agriculture Secretary - RTRS Rollins says www.reuters.com/world/us/us-...

It’s interesting that there’s still no official confirmation of the 12 MMT + 25 MMT × 3 U.S. soybean purchases by China. #oatt #china #soybeans

China Tariff Probe to Continue Despite Trump-Xi Deal, Greer Says - BBG www.bloomberg.com/news/article...

SovEcon - Russian #Wheat Exports Accelerated in October Free note: blog.sizov.report/sovecon-russ... #oatt

Is #wheat on its way to fill the gap? Odds are not low IMO #oatt #sizovreport

Mexico agriculture secretary says still no date for restarting #cattle exports to U.S. - RTRS www.reuters.com/world/americ...

~€194 resistance has been rejected again- for now. Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad. Sooner or later, we might break out higher... 📈 #oatt #sizovreport

Monsoon promise turns sour for India's crops ruined by late downpours - RTRS www.reuters.com/business/env...

Genco CEO Says China #Soybean Plans Are Key for Dry-Bulk Trade - BBG www.bloomberg.com/news/article...

India State Refiners Weigh Up Russia Oil Options After Sanctions - BBG www.bloomberg.com/news/article...

Thanks to funds' positioning (large short), wheat remains the biggest beneficiary of the announced Chinese #soybeans purchase. The short-covering rally continues. Can we break above 534? 🤔 #oatt #sizovreport

Announced Chinese #soybeans deal did spook #wheat shorts (at last). #oatt