Sal (@cmdtysal) 's Twitter Profile
Sal

@cmdtysal

commodity trader with focus on grain (Eastern Europe/Black Sea Region) updates about market and personal executed trades, trading around ~1.5mio mt/year

ID: 1494443548774707203

calendar_today17-02-2022 22:48:32

450 Tweet

2,2K Followers

92 Following

Sal (@cmdtysal) 's Twitter Profile Photo

🌽 Ukrainian Corn Market Update - October 2024 🌽 pay attention to these changes 👇🇺🇦 1. Production Decline Ukraine’s corn production is forecasted to plummet from 31.0 Mt to 24.0 Mt in 2024/25 due to droughts in the south and disruptions in the Black Sea region 🌧️⚠️ 2. Exports

🌽 Ukrainian Corn Market Update - October 2024 🌽

pay attention to these changes 👇🇺🇦

1. Production Decline
Ukraine’s corn production is forecasted to plummet from 31.0 Mt to 24.0 Mt in 2024/25 due to droughts in the south and disruptions in the Black Sea region 🌧️⚠️
2. Exports
Sal (@cmdtysal) 's Twitter Profile Photo

🌾French wheat market snapshot🌾 Take a look 👇 1. Production Challenges Despite some recovery, 2024/25 is expected to be the lowest production year since 2012. Blame it on excessive rainfall, which lowered grain quality and yields. 📉 2. Price Struggles #French 11% wheat is

🌾French wheat market snapshot🌾

Take a look 👇

1. Production Challenges
Despite some recovery, 2024/25 is expected to be the lowest production year since 2012. Blame it on excessive rainfall, which lowered grain quality and yields. 📉

2. Price Struggles
#French 11% wheat is
Sal (@cmdtysal) 's Twitter Profile Photo

🇺🇦🌽Ukraine #corn prices reached their high last week with $224 FOB POC! Today trading at $217 FOB for November shipment! Additional fresh cargoes are making their way to the ports! #oatt #AgTwitter #corn #Ukraine

Sal (@cmdtysal) 's Twitter Profile Photo

It’ll be interesting to see how Russian sellers play this. Will they hold to the ag ministry’s official floor price, or will they sell at real market levels like they do everywhere else? #oatt #wheat #Egypt #Russia

Sal (@cmdtysal) 's Twitter Profile Photo

🌽🇺🇸Trump's Win: A New Chapter for U.S. Agriculture🇺🇸🌽 Could U.S. agriculture be headed for a major shift? With Donald J. Trump hinting at Robert F. Kennedy Jr stepping into a top role, we may see a renewed push to fortify America’s agricultural sector and revisit trade policies

🌽🇺🇸Trump's Win: A New Chapter for U.S. Agriculture🇺🇸🌽

Could U.S. agriculture be headed for a major shift? With <a href="/realDonaldTrump/">Donald J. Trump</a> hinting at <a href="/RobertKennedyJr/">Robert F. Kennedy Jr</a> stepping into a top role, we may see a renewed push to fortify America’s agricultural sector and revisit trade policies
Sal (@cmdtysal) 's Twitter Profile Photo

🌾🚨Spanish Wheat Market Overview🇪🇸 As we dive into the 2024/25 season, Spain’s #wheat market is experiencing significant disruption. From low local production to a growing dependence on #imports, here’s a by-the-numbers breakdown of the challenges and shifts reshaping Spain’s

🌾🚨Spanish Wheat Market Overview🇪🇸

As we dive into the 2024/25 season, Spain’s #wheat market is experiencing significant disruption. From low local production to a growing dependence on #imports, here’s a by-the-numbers breakdown of the challenges and shifts reshaping Spain’s
Sal (@cmdtysal) 's Twitter Profile Photo

Trader's Take - Risk Off🌾💰 1/ Geopolitics easing: No Russia-Ukraine escalation & Middle East ceasefire talks = risk-off sentiment cooling. War premiums fading, markets liking the calm vibes. 🌍⚖️ 2/ Trump-era buzz: Deregulation & tax cuts on the horizon. Markets eating it up,

Sal (@cmdtysal) 's Twitter Profile Photo

Black Sea freight: 🇺🇦#Ukraine-#EU flows slow, 🇷🇺 #Russia Handysize #wheat to #Egypt flat at $18/mt, Coasters to #Turkey 🇹🇷 slip to $25/mt. Grain trade thin. Looks range-bound till Feb. 🌾🚢 #oatt #AgTwitter

Andrey Sizov (@sizov_andre) 's Twitter Profile Photo

The world’s biggest #wheat exporter is gradually running out of stocks. 📉 Russian total on-farm stocks: Lowest in three years, but still above average. 📍 Southern region stocks (#1 export hub): Already below average. More insights in our stocks note: sizov.report/reports/24718/…

The world’s biggest #wheat exporter is gradually running out of stocks.

📉 Russian total on-farm stocks: Lowest in three years, but still above average.
📍 Southern region stocks (#1 export hub): Already below average.

More insights in our stocks note: sizov.report/reports/24718/…
Sal (@cmdtysal) 's Twitter Profile Photo

What’s happening in the Black Sea grain market right now? 🌍🌾 1. EU Wheat Exports Shipments are down 30% YoY.📉 🇫🇷 #France boosted wheat planting by 8%, but still below 5-year avg. 2. Russian Wheat Outlook 2025 forecasts: 78-84 MMT. Why the dip? Reduced acreage 🛑 Poor crop

What’s happening in the Black Sea grain market right now? 🌍🌾

1. EU Wheat Exports
Shipments are down 30% YoY.📉
🇫🇷 #France boosted wheat planting by 8%, but still below 5-year avg.

2. Russian Wheat Outlook
2025 forecasts: 78-84 MMT. Why the dip?
Reduced acreage 🛑
Poor crop
Sal (@cmdtysal) 's Twitter Profile Photo

🇷🇺 🌾Russian 12.5 wheat trading above $250+ FOB! Plenty of buyers on the market and most sellers got less quota than expected 🤔 #wheat #Russia #oatt

Sal (@cmdtysal) 's Twitter Profile Photo

CBOT is fully disconnecting from local cash market in #Ukraine and #Russia! within last 2 weeks: 🌽CBOT corn- down 65c/bu (-25$/mt) 🌾CBOT wheat- down 70c/bu (-25$/mt) at the same time period: 🇺🇦🌽Ukraine up 2-3$ ($232 FOB) 🇷🇺🌾Russia down few $ ($249-252 FOB) #oatt #agtwitter

Sal (@cmdtysal) 's Twitter Profile Photo

🚨 BREAKING 🚨 Missile strike hits Odesa Port: The MJ Pinar vessel, loading #wheat for export, was attacked. Crew members have been killed! Confirmed damage: ‼️ Berth No. 35 ‼️Grain gallery at Brooklyn-Kyiv LLC terminal #oatt #Ukraine #Russia #AgTwitter

🚨 BREAKING 🚨

Missile strike hits Odesa Port: The MJ Pinar vessel, loading #wheat for export, was attacked. Crew members have been killed!

Confirmed damage:
‼️ Berth No. 35
‼️Grain gallery at Brooklyn-Kyiv LLC terminal

#oatt #Ukraine #Russia #AgTwitter
Sky News (@skynews) 's Twitter Profile Photo

BREAKING: "We agree with the proposals for the ceasefire" Vladimir Putin says he agrees with proposals for ceasefire - but adds he has questions and Russia 'now on offensive in all areas' Live updates ➡️ trib.al/2UOhOqn 📺 Sky 501 and YouTube

Sal (@cmdtysal) 's Twitter Profile Photo

🇺🇦🌽Ukraine corn trading above $240 FOB POC for April! Mainly fueled by local Ukrainian sellers aggressively covering their short positions! 🔥🔼 #AgTwitter #oatt #corn #Ukraine️

🇺🇦🌽Ukraine corn trading above $240 FOB POC for April!

Mainly fueled by local Ukrainian sellers aggressively covering their short positions! 🔥🔼

#AgTwitter #oatt #corn #Ukraine️