Kyle Surprenant

[Kyle Surprenant @kyle_surprenant]

@sizov_andre Honestly Andre you take is right here. I do not see a strong motive on the russia or nato side to make peace right now.

[Kyle Surprenant @kyle_surprenant]

@sizov_andre I agree. The market is anchored on the reaction to Hormuz. When oil and refined products start to have issues this will change.

[Kyle Surprenant @kyle_surprenant]

@LibertyLynx I am bullish wheat through the end of 2027. By that time hormuz fertilizer constraints and el nino may also impact this.

[Kyle Surprenant @kyle_surprenant]

@LibertyLynx The market is underestimating how much the russian harvest will be impacted by this war and the issues in hormuz. Backed up exports cause lower gain prices locally. Plus rising fuel cost at the same time. This is a cash flow problem and will carry into fall planting 4 the 27 crop

[Kyle Surprenant @kyle_surprenant]

@DanielHusseyJr How are black sea flows improving?https://t.co/jmtdtbvEMZ

[Kyle Surprenant @kyle_surprenant]

@sizov_andre Source?

[Kyle Surprenant @kyle_surprenant]

@aghedger What announcement?

[Kyle Surprenant @kyle_surprenant]

@SavchenkoReview What information is telling you this and by what time in August could we see this confirmed?

[Kyle Surprenant @kyle_surprenant]

@PerLindstrm6 @JayinKyiv So I looked it up. It is 12,500.00 to 13,000.00 per ton

[Kyle Surprenant @kyle_surprenant]

@sizov_andre Source?

[Kyle Surprenant @kyle_surprenant]

@sizov_andre https://t.co/RkvVzpnrMR. This is saying the smaller family or private farms only have about 2 weeks of fuel. They make up about 1/4 of the total farms

[Kyle Surprenant @kyle_surprenant]

@Th13rtheenth We will have to watch closely the next 4 to 6 weeks. It does seem that there is risk at the moment.

[Kyle Surprenant @kyle_surprenant]

@sizov_andre Wouldn't the slow exports mainly just be due to a slow start to the harvest? Also wasn't some spring planting delayed this year?

[Kyle Surprenant @kyle_surprenant]

@sizov_andre Impact on harvest of winter wheat in the southern region. I am concerned there will be more strikes on the nearby plants or a strike on the Trans Siberian railway thus splitting the country in 2 logistically.

[MAKS 26 🇺🇦👀 @Maks_NAFO_FELLA]

🤩 The scale of the fuel collapse in the Russian Federation.

[Kyle Surprenant @kyle_surprenant]

@ChuckPfarrer It supplies power to Europe too

[Kyle Surprenant @kyle_surprenant]

@NAFOvoyager When is this from?