@sizov-andre.bsky.social
Reposted
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
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
December 2, 2025 at 2:29 PM
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
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
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
December 4, 2025 at 1:28 PM
US to announce ‘bridge payment’ for farmers next week, Rollins says - RTRS www.reuters.com/world/us/us-...
www.reuters.com
December 3, 2025 at 11:56 AM
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
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
December 2, 2025 at 2:29 PM
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
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...
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...
December 2, 2025 at 2:12 PM
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...
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
...
The problem was due to a "cooling issue at CyrusOne data centres"
#fightclub #nachalos
November 28, 2025 at 1:31 PM
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
...
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
www.reuters.com/business/car...
#oatt
Cargill says it does not plan to close US beef processing plants
Cargill Inc has no immediate plans to close its U.S. beef processing plants, the company said on Wednesday, days after meatpacker Tyson Foods announced it would shutter a major Nebraska facility as th...
www.reuters.com
November 27, 2025 at 12:12 PM
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
www.reuters.com/business/car...
#oatt
Arrests at farmers' central London tractor protest www.bbc.com/news/article...
Arrests at farmers' central London tractor protest
The tractors drove to Parliament on Budget day in a protest over inheritance tax.
www.bbc.com
November 27, 2025 at 11:56 AM
Arrests at farmers' central London tractor protest www.bbc.com/news/article...
Trump is awake and has something very important to share this morning. 👀
November 26, 2025 at 2:23 PM
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
Black Sea insights and data for funds and traders: sizov.report?utm_campaign...
#oatt #blacksea #ukraine #sizovreport
November 26, 2025 at 12:15 PM
🇺🇦 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
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/...
www.reuters.com
November 25, 2025 at 5:15 PM
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
Expect a lot of noise short term.
#oatt #sizovreport
November 25, 2025 at 1:04 PM
Black Sea ceasefire odds keep pushing higher. hashtag#Wheat doesn't like that...
Expect a lot of noise short term.
#oatt #sizovreport
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...
www.reuters.com
November 24, 2025 at 5:15 PM
#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
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
November 24, 2025 at 1:40 PM
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
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
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
November 21, 2025 at 1:40 PM
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
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...
S&P Global sees US farmers planting less corn, more soy in 2026
S&P Global Energy projected that U.S. farmers would reduce U.S. corn plantings in 2026 by 3.8% compared to 2025 while increasing soybean plantings by 4%, the firm said in a note released to clients…
www.marketscreener.com
November 20, 2025 at 5:15 PM
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
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
November 20, 2025 at 3:09 PM
#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
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...
www.reuters.com/world/asia-p...
www.reuters.com
November 18, 2025 at 7:18 AM
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...
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
---
#India is considering resuming exports of #wheat products after more than three years of restrictions - BBG
www.bloomberg.com/news/article...
#oatt
India Set to Resume Wheat Product Exports After Three Years
India is considering resuming exports of wheat products after more than three years of restrictions, supported by ample local supplies and expectations of a strong crop, according to people familiar w...
www.bloomberg.com
November 17, 2025 at 3:17 PM
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
---
#India is considering resuming exports of #wheat products after more than three years of restrictions - BBG
www.bloomberg.com/news/article...
#oatt
Reposted
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 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
November 16, 2025 at 10:16 PM
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 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
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
November 16, 2025 at 10:16 PM
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 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
November 14, 2025 at 1:05 PM
China's #soybean glut could defeat US export hopes after trade thaw - RTRS www.reuters.com/world/china/...
www.reuters.com
November 12, 2025 at 5:15 PM
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...
Trump Asks Justice Department to Probe Meatpackers on Prices
President Donald Trump ordered a federal investigation into the meatpacking industry, blaming “majority foreign owned” companies for soaring beef prices.
www.bloomberg.com
November 10, 2025 at 11:56 AM
Trump Asks Justice Department to Probe Meatpackers on Prices - BBG www.bloomberg.com/news/article...