🔥Telegram İfşa

193 million people are now under full or partial lockdowns in 23 cities across China

#GASC buys a total of 350kmt (a bit more than i thought they would buy), Bulgarian, French per LH May, and Russian FH June, those prices though 🫣, volumes bought total YTD 4.775 mmt vs 5.464 mmt LY,

Global Inflation Rates...

finally broke some silence... #BWFcme trades 41 lots/2.05kmt Aug (361.25): all screen– 26 @ 356.50, 15 @ 358.75

#BWFcme trades: 115 lots/5.75kmt Aug (357): 15 @ 359 (screen), 100 @ 360

Ukrainian port during the war

Global Inflation Rates...

StoneX 2022 Black Sea Production Estimates Russia: Wheat: 85.1 mmt vs 75.2 mmt LY Corn: 14.7 mmt vs 15.2 mmt LY Ukraine: Wheat: 19.5 mmt vs 33 mmt LY Corn: 25.6 mmt vs 41.9 mmt LY

#BWFcme trades 200 lots/10kmt Dec (409.25): 100 @ 404, 100 @ 405

#BWFcme trades 150 lots/7.5kmt July (395.25): 150 @ 405 #BCFcme - / #BWOcme - / #BSFcme - / #UWFcme –

StoneX Black Sea June Production Estimates: Ukraine: Wheat: 20.5 mmt 19.5 mmt LM- USDA 21.5 mmt Corn: 24.5 mmt vs 25.6 mmt LM- USDA 19.5 mmt Russia: Wheat: 86.5 mmt vs 85.1 mmt LM- USDA 80 mmt Corn: 14.3 mmt vs 14.7 mmt LM- USDA 15.5 mmt

USDA Black Sea Numbers: 2022/23 Wheat: Russia 81 mmt (1 mmt) | Exports at 40 mmt (1 mmt) Ukraine 21.5 mmt (0 mmt) | Exports at 10 mmt (0 mmt) Corn: Russia 15.5 mmt (0 mmt) | Exports at 4.3 mmt (0 mmt) Ukraine 25 mmt (5.5 mmt) | Exports at 9 mmt (0 mmt)

TRADED TODAY: 300 lots/15kmt #BWFcme trades: 300 lots/15kmt August (404) 150 @ 403, September (400.50) 150 @ 399

Nigeria ?

Global Inflation Rates...

USDA Black Sea Numbers: 2022/23 Wheat: Russia 81.5 mmt (0.5 mmt) | Exports at 40 mmt (0 mmt) Ukraine 19.5 mmt (-2 mmt) | Exports at 10 mmt (0 mmt) Corn: Russia 14.5 mmt (-1 mmt) | Exports at 3.8 mmt (-0.5 mmt) Ukraine 25 mmt (0 mmt) | Exports at 9 mmt (0 mmt)

USDA Black Sea Numbers: 2022/23 Wheat: Russia 88 mmt (6.5 mmt) | Exports at 42 mmt (2 mmt) Ukraine 19.5 mmt (0 mmt) | Exports at 11 mmt (1 mmt) Corn: Russia 15 mmt (0.5 mmt) | Exports at 4 mmt (0.2 mmt) Ukraine 30 mmt (5 mmt) | Exports at 12.5 mmt (3.5 mmt)

USDA Black Sea Numbers: 2022/23 Wheat: Russia 91 mmt (3 mmt) | Exports at 42 mmt (0 mmt) Ukraine 20.5 mmt (1 mmt) | Exports at 11 mmt (0 mmt) Corn: Russia 15 mmt (0 mmt) | Exports at 4 mmt (0 mmt) Ukraine 31.5 mmt (1.5 mmt) | Exports at 13 mmt (0.5 mmt)