Alexey Kuzmis

Shipping grains from the Black Sea ports Worldwide

[Alexey Kuzmis @AKuzmis]

@sizov_andre Xin hai tong 66

[Alexey Kuzmis @AKuzmis]

🔮 **Looking Ahead**
There are increasing inquiries for shipments at the end of September and into October as Ukrainian FOB prices soften. Capacity for September appears to be fully covered, but we expect an uptick in inquiries for October in the coming weeks.

[Alexey Kuzmis @AKuzmis]

🌾 **Black Sea Grain Market Update - Week Ending August 30**

Key highlights from the latest developments in the Black Sea grain trade:

[Alexey Kuzmis @AKuzmis]

-Panamax vessels remain stable but are focused primarily on the Atlantic, supported by buoyant rates in that region.

[Alexey Kuzmis @AKuzmis]

It worth to note that handysize vessels are running about USD 2-3 pmt cheaper than smx and PMX options.
Echoing our previous update, the Atlantic market is showing early recovery signs post a 2 wk correction, which could stabilize Bsea freight rates and prevent further declines.

[Alexey Kuzmis @AKuzmis]

🌾 Black Sea Grain Market: End ofWeek update

Ukraine has just exported its first million tons of wheat in the new marketing season! Here’s a quick snapshot of the latest export figures:

• Wheat: 1.229 million tons (building on 2.608 million tons in the 2024/25 MY)

[Alexey Kuzmis @AKuzmis]

Looking ahead, market insiders foresee limited upside in commodity trends to long haul destinations, with most volumes likely heading to key destinations like Turkey, Egypt, and Italy and other Mediterranean countries.

[Alexey Kuzmis @AKuzmis]

@exit266 Yes I noticed that Ais of the ships waiting for loading in Ukraine is showing their positions inside Crimea rather than sulina

[Alexey Kuzmis @AKuzmis]

@the_no_mind @grok factcheck and explain how to protect mitochondria

[Alexey Kuzmis @AKuzmis]

@EduardoVanin4 Eduardo thanks. It helped me to analyse the spread of corn cfr prices btwn usg n Argentina n if potential Trump tariffs on Chinese built ship will affect the corn trade out usg. The result is that even if we add extra usd 11 pmt of possible tariff usg = arg prices. Your thoughts?

[Ukrainian Grain Association @UkrGrain]

Where did Ukrainian wheat go in July-December 2024? Southeast Asia is gaining momentum...

[Alexey Kuzmis @AKuzmis]

"The common narrative is that kids learn faster than adults, but if you watch any toddler they spend a large portion of the day attempting things that are on the edge of their ability.

How much time have you spent on the edge of your ability today?"

-@JamesClear

[Alexey Kuzmis @AKuzmis]

@EduardoVanin4 Will we see Chinese start buying Ukrainian corn?