CIS/Black Sea CRM

Husband, Father, Risk Manager-Trader, MN Farm boy.... IF something goes wrong-try again.

[CIS/Black Sea CRM @MattAmmermann]

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)

[CIS/Black Sea CRM @MattAmmermann]

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)

[CIS/Black Sea CRM @MattAmmermann]

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)

[Charlie Bilello @charliebilello]

Global Inflation Rates...

[CIS/Black Sea CRM @MattAmmermann]

Nigeria ?

[CIS/Black Sea CRM @MattAmmermann]

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

[CIS/Black Sea CRM @MattAmmermann]

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)

[CIS/Black Sea CRM @MattAmmermann]

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

[CIS/Black Sea CRM @MattAmmermann]

#BWFcme trades 150 lots/7.5kmt
July (395.25): 150 @ 405

#BCFcme - / #BWOcme - / #BSFcme - / #UWFcme –

[CIS/Black Sea CRM @MattAmmermann]

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

[CIS/Black Sea CRM @MattAmmermann]

USDA Black Sea Numbers: 2021/22
Wheat:
Russia 75.158 mmt (0 mmt) | Exports at 33 mmt (0 mmt)
Ukraine 33 mmt (0 mmt) | Exports at 19 mmt (0 mmt)

Corn:
Russia 15.225 mmt (0 mmt) | Exports at 4.5 mmt (0 mmt)
Ukraine 42.126 mmt (0.226 mmt) | Exports at 23 mmt (0 mmt)

[CIS/Black Sea CRM @MattAmmermann]

USDA Black Sea Numbers: 2022/23
Wheat:
Russia 80 mmt | Exports at 39 mmt
Ukraine 21.5 mmt | Exports at 10 mmt

Corn:
Russia 15.5 mmt | Exports at 4.3 mmt
Ukraine 19.5 mmt | Exports at 9 mmt

[CIS/Black Sea CRM @MattAmmermann]

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

[Trend and Hedge Club @ElenaNeroba]

Ukrainian port during the war

[Charlie Bilello @charliebilello]

Global Inflation Rates...

[CIS/Black Sea CRM @MattAmmermann]

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

[CIS/Black Sea CRM @MattAmmermann]

finally broke some silence...

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

[Charlie Bilello @charliebilello]

Global Inflation Rates...

[CIS/Black Sea CRM @MattAmmermann]

#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,

[Jack Posobiec @JackPosobiec]

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