Lgd

Grains market analysis

[Javier Blas @JavierBlas]

UAE state owned oil company ADNOC has awarded a tender for ~14 million barrels of crude, and it’s planning a 2nd tender. The sales are a further indication that significant volumes of crude are exiting the Strait of Hormuz in small vessels going dark (AIS beacon off).

[Pierre-Alexis Marre 🌾🌻🌽 @PierreA_Marre]

Vous avez dit Réserve utile ?! 🌾☀️
Du simple au triple en terme de potentiel dans cette parcelle de LG Zorica.
La cause : les 30j de sec entre Avril et Mai. Les bonnes terres restent les bonnes terres.
#Barley
#Moisson2026

[Florent Thiebaut @FlorentThiebaut]

Parcelle de blé sans régulateur, sans fongicide et sans insecticide. Je 🤞pour que le blé reste debout. RDV à la récolte pour juger de la pertinence des impasses. Le progrès génétique est précieux. @g_yvartpro

[Charlin - La Ferme de Charlin @HallouinCharlin]

Semaine prochaine ça va sentir le début de la moisson sur la commune… moisson avant le 15/06 ???? C’est quasi sûr mais quel jour précisément 🤔

[İsmail Kemaloğlu @iktarimussu]

Şanlıurfa ilinde kıraç arazide bugday hasadı. Verim 700 kg/dekar,,,

[Karen Braun @kannbwx]

🇨🇳Excessive rains may have caused up to 10 million metric tons of Chinese wheat to sprout, which would downgrade roughly 7% of the crop from food to feed quality.

This could prompt China to import more wheat in the second half of this year.

[SABAN BUTTANRI @sabanbuttanri]

Ürdün Hükümeti'nin dünkü arpa ihalesinde, Ağustos yüklemeli 50.000 ton arpa 255,75 USD/ton fiyatla satın alındı.

Ürdün'e Süveyş Kanalı geçişi ve jeopolitik riskler de dikkate alındığında, arpa arzının dünya genelinde de bol olduğunun bir göstergesi olabilir mi?

[Latifundist.сom @LatifundistCom]

🏗️ Agroprodservice has begun building a new feed mill and grain elevator complex in Ternopil region, Western Ukraine.

The UAH 1.5bn investment project will produce up to 400,000 tons of compound feed annually and is scheduled for launch in 2027.

[Emmanuel BONNIN @BONNIN1402]

Échaudage manifeste dans les terres séchantes du Sénonais
#pk76,7 et son pont qui sert à rien.

[Oliver - Blue Line Futures @OliverSloup]

It’s official🐂
Here’s part of the USDA press release regarding screwworm

[Prahlad Kataria @PrahladKataria]

Summary of State-wide Progressive Wheat procurement in RMS 2026-27 vis-a-vis RMS 2025-26 As on 2 June 2026.

[Karen Braun @kannbwx]

🌡️In late May, sea surface temperatures in the equatorial Pacific reached El Niño territory for the first time in more than two years. That's a major flip from March's La Niña regime.

The warming pace is tracking with other strong El Niño years. Will 2026 live up to forecasts?

[Spiga Dorata @spiga_dorata]

Updated.

And it's still raining... ☔ 👀

#plant26 #durumwheat #bledur #granoduro #Canada

[Grains Gorilla @GrainsGorilla]

Breaking News: 🚨🚨🚨

Market chatter is building that China is actively price-checking — and selectively buying — U.S. corn and sorghum. The rumors have legs.  

Heavy rains damaged northern China's corn crop, leaving large quantities moldy and unusable. Domestic corn prices are up ~10% year-over-year, squeezing feed producers and making imports increasingly attractive.  

Chinese buyers have booked at least 3.0 MMT of U.S. sorghum in recent months, roughly 3x all of 2025  

Chinese buyers have booked 500K of Argy Corn in the last week. 

July Corn CIF was up 5 to 90N yesterday.

[Prahlad Kataria @PrahladKataria]

Summary of State-wide Progressive Wheat procurement in RMS 2026-27 vis-a-vis RMS 2025-26 As on 31 May 2026.

[Mike Castle @mike_castle2]

Initial US spring crop ratings come in notably below trade expectations:

#Corn: 67% G/E (avg. est. 70%)
#Soybeans: 66% G/E (avg. est. 68%)
Spring #Wheat: 47% G/E (avg. est. 60%)

A look back at how these compare to history included below. #oatt

[Clinton @Cjstein33]

First day of wheat harvest problems.

[Olivier Melin @OlivierMELIN]

#moisson2026 c’est parti !!! #cooptonnayboutonne #unionentente #GroupeSica #departement17

[Straw_hats @Strawhats7]

14-day landed moisture looking better for northern HRW and spring #wheat areas......forecast turning wetter for western EU and black sea winter wheat continues to look ideal spring planting catching up......

[Karen Braun @kannbwx]

📈Through May 26, funds posted their largest weekly selloff in CBOT soybean oil in five months, yet positioning remains extremely bullish.

Bean oil rallied 4.5% in the next three sessions, topping 78 c/lb for the first time since 2022. Most-active futures are up 60% in 2026.