Bogdan Kostetsky

Ukrainian from Kyiv. Co-owner of analytical and trading strategies consultancy Barva Invest. Consultant to World Trade Institute (Bern).

[Bogdan Kostetsky @BogdanKostetsky]

@kiry105 Grok is this fake?

[David Ilnitsky @DavidIlnitsky]

Послушайте внимательно это циничное чмо, ему важно, что бы его народ, т.н. серая масса - имела бы немного, или нос в табака, или нос в героине... 🤦‍♂️

Этот подонок «ум» официально маркирует как источник опасности.
Логика выживания режима начинает требовать системного отрицательного отбора, при котором любые независимые интеллектуальные центры, экспертные сообщества и лидеры мнений внутри страны подлежат уничтожению, по крайней мере обязательной нейтрализации, или вытеснению за границу.

[Bogdan Kostetsky @BogdanKostetsky]

@NeTVRussia Оно Вам ничего не даст

Застрелитесь сами фактически

Да и ваш император Кси не позволит

Так что бросьте свои страшилки

Клоун мля

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

All oblasts of #Ukraine are actively harvesting #wheat, despite the lack of suffucient export demand and capabilities. Black Sea exports are effectively frozen, and alternatives are limited.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Useful chart of #wheat harvest in #Ukraine – next 3 weeks will show rapid progress. The problem – what to do with the crop given Black Sea disruptions.

Try a free trial of our daily reports – https://t.co/W5hhR0r74k

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Most of the multinational #grain traders are halting their buying programs in #Ukraine. Reason: #russia keeps targeting bulkers and ports with drones and missiles. 4 strategic bombers are en route to the launch zone.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Russian war strategy 101:
Ukraine increased deepstrikes on Russian war machine? Hit Ukrainian residential buildings with ballistics.
Ukraine increased naval strikes on Russian Southern front logistics? Hit grain bulkers at ports and on raid.
Ukrainian grain export at risk. Again

[Bogdan Kostetsky @BogdanKostetsky]

@VictorKvert2008 @Grok is this AI?

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

The #wheat season in #Ukraine has came to a close, and the stocks we have ended up with exceed most of those seen during the wartime. Combined with the substantial crop we are expecting, this would create weighty and unachievable export potential of 18.4 mln t.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

First crop data shows all-time high yield of #barley in Ukraine – 4.0 t/ha. Indeed, we're waiting for a record this year, but it's too early to tell. So far only 34 Kha has been harvested, less than 1% of total area. Historically, high yields tend to drop as the harvest goes on.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Weather market is a time for speculations and position-talking. Although we expect to see the consequences of extreme weather, we tend to agree that the timing is off. Had this heat wave struck 2-3 weeks earlier, the damage to early crops would have been far worse [1/3]

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

We have updated our rapeseed area forecast. Crop 26/27 has risen by 130kt to 3.3 mln t.
Nevertheless we believe 2025 laws will boost competition between domestic and export demand right at the start of the season.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

We have revised our previous yield forecasts; in the case of wheat, this raises the production forecast from 21.8 to 22.1 mln t, barley – from 5.6 to 5.8 and rapeseed – from 3.16 to 3.22 mln t.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Thanks to steady demand from the MENA region, #Ukraine’s #wheat balance has improved slightly. Given the current trends, we are raising our export forecast by 400 Kmt and expect exports to reach 1 mln t in June.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

#Ukraine has been able to further reduce its #corn stocks thanks to strong exports. However, our export forecast of 23 mln t is based on a level of demand that we will not see if competitors’ prices remain low this summer (as Brazil is taking market share from Egypt and Spain).

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Although the #planting pace is currently behind schedule, we expect #corn areas in #Ukraine to increase slightly for the 2026/27 season. Even assuming mediocre yields, production is expected to reach 32.1 mln t.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Slow start this season is still having an impact on corn exports out of Ukraine. Although, thanks to increased demand from Turkey and Italy, 2.7 million tonnes of corn were exported in April, matching March’s export numbers and the performance of the 23-24 season.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

Despite a slow start to the planting season of #barley, #Ukraine has now almost caught up to the pace of previous seasons.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

As of March 17, exports of Ukrainian #corn amounted to 1.4 mln t. For now, we're moving at a pace that promises to repeat the results of previous months. Due to this activity and the emergence of Turkish demand, we have increased the forecast to 23 mln t.

[🇺🇦 Agri Market Insights #BarvaInvest @BarvaInvest]

#Ukraine's #corn exports remain geographically constrained. Mediterranean demand still covers most of the export potential, but russian terror remains a major factor impacting our trade.
Kyiv, Kharkiv, Dnipro, Odesa – russia killed people in their sleep today, bragging on socials