Леонид Логутов

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

💥🇪🇬🌾GASC “landed” Offers today (FOB + 🚢 FREIGHT) for 9-20 January 2022 delivery ( it’s not C&F, so the parity is not “shipment”)

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

💥 Pakistan 🇵🇰 Solaris sold 275 KMT wheat 🌾 to TCP at $377 C+F Karachi for Jan/ Feb shipment apparently.
Ukraine 🇺🇦 the most likely origin of the 4 options? 🤔

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

💥 Pakistan 🇵🇰 TCP bought 575,000 KMT:

Cargill 290kt
Agrocorp 60kt
Falcon bridge 120kt
CHS 105 kt

Line up below ⬇️

[Mike Lee @GreenSquareAC]

Russian Ministry of Ag report wheat harvest at 72.3MMT (bunker weight) from 25.3MHA at a yield of 2.86MT/HA.

Min of Ag and Rosstat disagree on how many hectares left to combine, could be between 3.4 and 4.3MHA.

This wheat harvest looking to be the third largest on record.

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

Pakistan 🇵🇰 the best wheat offer today to TCP is an impressive +$97.53 higher than the purchase on 8th March 😯
Summer rallies, eh…

[Mohammad Adaileh @Adailehmohammad]

6 Wheat offers for 🇵🇰 Pakistan today.

Prices between $383.50 and $393.30.

+$14.00 vs 7/9 purchase
+$27.55 vs 3/8 purchase
+$79.50 vs 9/7 purchase
+$97.53 vs 8/3 purchase

TCP booked 1,085,000 MT new crop Wheat so far, still ≈ 1,400,000 MT to go.

#MoStories #OATT

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

💥 🇹🇷 TMO TURKEY 260k BARLEY TENDER 21 Sept

[Andrey Sizov @sizov_andre]

Matif #wheat higher today, breaks the recent downtrend. French AgMin cut the new #wheat crop forecast from 36.7 mmt to 36.1 mmt.

#oatt

[Mohammad Adaileh @Adailehmohammad]

According to Reuters: 🇮🇷 Iran's GTC booked 3-4 pnmx of 🇷🇺 Russian 🌾 Wheat; 180k-240k MT.

Price said to be between $300-$305 (FOB).

[Andrey Sizov @sizov_andre]

#Wheat hit two month high after the night session, supported by bullish news from Russia. Outlook for new Russian crop is worsening on declining yields and small pre-harvest winter #wheat area.

Neutral and reliable Black Sea info: https://t.co/c54ba28YUw

[Andrey Sizov @sizov_andre]

Decided to resume my weekend videos. This is one is important- Russian #wheat area is substantially below expectations (that's the gamechanger) and yields are disappointing in many parts of the country. Expect lots of cuts to RUS crop numbers soon.

Support by RTs.

[Andrey Sizov @sizov_andre]

92.7% FAILED TO SOLVE THIS!
GASC bought 120K of UKR #wheat & 60K of ROM wheat @ ~$245 FOB ($6.7/bu), +$13/mt to the previous tender in mid-Jul. RUS was not competitive again.

Question: which country out of those three has unpredictable weekly-adjusted (!!) wheat export tax?🧐🤔

[Andrey Sizov @sizov_andre]

#Wheat is higher today again both in Chicago and Paris, supported by the weather outlook in N.America, the worsening outlook for Russia, Kazakhstan ban also could help

#oatt

[Andrey Sizov @sizov_andre]

Russian weekly #wheat export tax cut from $39 to $35/mt. Looking at new crop prices don't think it will help improve its competitive edge substantially.

#oatt

[Andrey Sizov @sizov_andre]

Another Romania's victory in Egypt. Congrats.
Russia can continue to enjoy its floating #wheat export tax ($39/mt this week).

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

RUSSIA 🌾will be less competitive in 2021 due to the floating grain export duty which is "the most controversial measure" & has had a "significant impact on the global market"

The floating duty will reduce wheat supply from Russia

Interesting interview.
https://t.co/0Pw86QHZPk

[Andrey Sizov @sizov_andre]

US stocks numbers could be a big market mover today. Tks @kannbwx

[Агроинвестор @Agroinvestor]

Директор аналитического центра «СовЭкон» Андрей Сизов в интервью «Агроинвестору» рассказал о том, как государственное регулирование рынка зерна путем ограничения экспорта может повлиять на бизнес

Подробнее: https://t.co/n281RPPpjI

[Andrey Sizov @sizov_andre]

Average 12.5% #wheat bids in Russian ports fell 10% to 15,700 rub/mt ($213) this week after the tax announcement. The tax mainly will be paid by farmers.

Russian domestic market comments + implications for global #wheat market: https://t.co/Op9wqQoAAx

[Feed Ingredients @multigrainua]

TMO #BARLEY Results 24.11.2020
Derince 25k - Glencore - 234,70usd
Mersin 25k - Glencore - 236,35usd
Izmir 25k - GTCS - Izmir - 237,80usd
Bandırma 25k - Glencore - 234,60usd
Tekirdağ 25k - Samancı - 234,80usd
Samsun 25k - Aston - 226,40usd
Trabzon 5k - Aston - 226,40usd