Alexandre MARIE

Grain market analyst, views my own

[Alexandre MARIE @AlexGrainAnalys]

@spiga_dorata Even with low yield canadian crop will produce a decent tonnage thx to the acreage, same in the US. Far East (Kz/Ru) has a bumper crop underway. Lot of invertude about quality but quantitatively speaking, it looks confortable.

[Market Check @MarketCheck1]

Australia's #canola markets have been kicking recently 🔥. The offshore markets are rallying, especially in AUD terms, while our relative value (in NSW at least) is also strengthening. NSW is up $40/t over the past fortnight or so, while SA/VIC is not up quite as much. #oatt

[Alexandre MARIE @AlexGrainAnalys]

@VisioCrop pour voir un plafonnement, mieux vaut tourner le regard vers l'ouest, ...... de l'UE ! la Russie continue d'améliorer sa productivité même si elle ralentit. 90Mt on the road again ... in Russia. et oui, avec ce "global warming", les surfaces de blé d'hiver tendent à grimper

[Alexandre MARIE @AlexGrainAnalys]

@sabanbuttanri Hi Saban and happy new year,
thx for your posts, very helpfull.
I would like to discuss with you about the durum crop / export potential in Turkey for the next years.
If you are ok please, send me a direct message, i don't succeed to send a direct message.
Best regards / Alex

[Alexandre MARIE @AlexGrainAnalys]

@sabanbuttanri Dear Saban,
Hope my message finds you well. I would like to discuss with you about durum market. But, impossible to reach you on the X message box.
here is my email : [email protected]
Best regards

[PONCELET Sébastien @sebponcelet]

🚨 Plus petite surface de blé tendre attendue en France depuis au moins 2000
🚜 4,24 Mha selon l'enquête @ArgusMedia (Agritel) soit -11%
��� 530 000ha qui ne seront pas semés en blé tendre cette année
Merci à tous les répondants 👍

[Argus Agriculture @agritel_argus]

📢Planted areas for French soft wheat are expected to fall to their lowest this side of the millennium, after two months of heavy rain undermined crop conditions. Continue reading here: https://t.co/l4I03bHeTE

[Argus Agriculture @agritel_argus]

🌾 🚜 Estimations des surfaces francaises en 2024 selon Agreste @FranceAgriMerFR :

Blé : 4.49 Mha, -5.1 % vs l'an passé
Orge : 1.31 Mha, -4 %
Colza : 1.35 Mha, +0.5 %

Enquête @agritel_argus toujours ouverte : https://t.co/yZNGR9lH1k

[Alexandre MARIE @AlexGrainAnalys]

@dugers Agreste 4.49Mha à l'instant. Première coupe officielle et la réalité risque d'être bien moindre.

Agritel lance une grande enquête nationale pour mieux nous éclairer sur la sole de blé à récolte en 2024. 🚜🎑

https://t.co/WvRq4Ub6CG

[Argus Agriculture @agritel_argus]

[ENQUÊTE AGRICULTEURS] Les intempéries ont perturbé les travaux des champs. Agritel lance une enquête pour éclaircir la situation et évaluer les impacts sur le marché. Participez et recevez nos résultats en avant-première ici : https://t.co/5btgPcE9kM

[Alexandre MARIE @AlexGrainAnalys]

@DDFalpha "What if ?...." that is the question. In your scenario, the market will skyrocket to 17$/bu.
that is a possibility, "hedge your risk". with below avg rainfall and heatwave in Brazil for another 3-5 weeks, the market could develop the weather premium.

[Alexandre MARIE @AlexGrainAnalys]

@GEIKKO270588 🍾 congrats 🍾

[Alexandre MARIE @AlexGrainAnalys]

@cmdtySal seems to be a July alert...

[Alexandre MARIE @AlexGrainAnalys]

@granduro Thx for sharing, Did you study the correlation of this yield estimate and the final yield?

[Rich Nelson @RichNelsonMkts]

Allendale's 34th annual Nationwide Producer Yield Survey brought corn yields down to 171.51 bpa and production of 14.805. Soybean yields of 49.58 bpa and 4.100 billion production was noted. Nebraska yields were -14 bpa on corn and -8 bpa on soybeans vs. Aug USDA.

[Alexandre MARIE @AlexGrainAnalys]

@gaurav_kochar Hi Sir, thx for sharing. Is there a way to get the historical dataset of the monsoon performance?

[Alexandre MARIE @AlexGrainAnalys]

@VisioCrop @USDAForeignAg @profarmer @kannbwx Pour echanger avec Karen, speak in Bu/acre equivalent ;)

[Alexandre MARIE @AlexGrainAnalys]

@GRAiNLi_1 Thx for sharing,
any information about the screening, malting selection rate?

[Alexandre MARIE @AlexGrainAnalys]

@ACOMRB Thx for sharing. The world crop will be way below their estimate.

[Alexandre MARIE @AlexGrainAnalys]

@granduro very high range of price depending durum quality, if you want to buy dvd french port for good spec, i would put the value around 430-435€/T