The Ag Strategy

Strategist for Ag 🌱Markets with focus on grains.

"Market is not always right" - Anonymous

[The Ag Strategy @TheAgStrategy]

🌾 Australia is on track for a record-breaking wheat crop?! 🌾 The lush vegetation says it all. 🌱📈 #Wheat #Australia #oatt

[The Ag Strategy @TheAgStrategy]

#Wheat yields from Russia are above expectations. Early results from Ukraine’s harvest are positive. The spring wheat crops in the US, Canada, & #Russia are thriving. Australia will see a robust harvest with #LaNina. Global wheat supply is trending towards an abundance. #oatt

[The Ag Strategy @TheAgStrategy]

🌾📈🇷🇺 #Wheat harvest results from #Russia are showing yields above expectations! The crop size is inching toward the impressive 85+ region. The wheat situation is becoming increasingly burdensome every day. #wheat #oatt

[The Ag Strategy @TheAgStrategy]

@WxRiskGrains The GFS Ensemble forecasts indicate an above-average precipitation level for the upcoming 6 to 10 days.

[The Ag Strategy @TheAgStrategy]

Russia’s prime wheat regions are about to be drenched in much-needed rain!? 🌧️🌾#wheat #oatt

[The Ag Strategy @TheAgStrategy]

#Russian weekly wheat exports are scaling new heights, despite challenges encountered by certain exporters. Keep an eye out for surprising wheat exports from Russia in April & May. Meanwhile, #EU wheat, especially French #wheat, faces the task of clearing #surplus stocks. 🌾#oatt

[The Ag Strategy @TheAgStrategy]

🚨🌾 Black Sea in distress! Winter wheat zones in Eastern Ukraine, South Russia, Romania & Bulgaria are tallying up rain shortages. 📉 If April’s a dry spell repeat, brace for a major hit to production. #wheat #oatt #Agtwitter #corn #soybeans

[The Ag Strategy @TheAgStrategy]

🚨🌾HRW belt alert!! Two dry months and counting. April showers better make a comeback. Without it, expect a sharp U-turn in production forecasts. #wheat #oatt #Agtwitter #Agwx

[The Ag Strategy @TheAgStrategy]

EU wheat cargoes (German and Polish varieties) are finding buyers in the US market. The current arbitrage opportunities make economic sense and are expected to ease tightness in the HRW old crop balance sheet. 🌾🚢🇪🇺 #wheat #oatt

[The Ag Strategy @TheAgStrategy]

Are we poised for a record Hard Red Winter wheat harvest? Promising rainfall forecasts, favorable conditions before dormancy, and an El Niño-fueled moisture outlook suggest a bumper crop is within reach. Brace yourselves for a glut of HRW next season? #wheat #oatt #AgTwitter

[The Ag Strategy @TheAgStrategy]

Brazil is facing a soybeans disaster 😭!🔥The crop is heading towards 145 million MTs. The market is in denial 😡 and will be shocked 😳 by the crop shortage. #soybeans #OATT #Agwx

[hindsight capital mgmt @cornwheat1]

Barge Freight collapsing while harvest progresses and river is at least as dry as last year. That's not "bullish spreads". It only tells you how poor export demand is.

[The Ag Strategy @TheAgStrategy]

🌾 Over two-thirds of winter wheat areas in #Kansas are parched, with drought hitting 44% in #Oklahoma and a staggering 64% in #Texas. 😱 Are we careening towards yet another disastrous year for Hard Red Winter #Wheat? 🌎💔 #oatt #Agtwitter

[247AG @247dotAg]

Their predicted "Super El Nino" not living up to its hype. A failure? Or a sooner flip (a dramatic fall) into a multi-year La Nina that will keep the world's/U.S. drought alive into 2024 and worse in 2025; 1934-1936??

[The Ag Strategy @TheAgStrategy]

Real demand for HRW wheat in PNW!! Is that China buying HRW wheat? #wheat #oatt

[Al Conway @WheatSpreader]

@cornwheat1 Well cash values are going up as wheat is put away prior to fall harvest. We are seeing some real demand from PNW with HRW cheaper than CWRS and APW/AH.

[Wheatcandoit! @Wheatcandoit]

@MisterCommodity in $ terms easily the shortest the MM across the 3 #wheat classes has ever been for this time of year...

[The Ag Strategy @TheAgStrategy]

China's wheat shopping spree is making waves. France already sold close to 2 million MTs of wheat to China. Nearly 1+ million MTs of US wheat were sold in the last few weeks. They bought from Canada and Australia as well #wheat #oatt What's China's game?

[The Ag Strategy @TheAgStrategy]

@eatablegoodies Exporters are registering lower prices than the minimum stipulated prices & Agmin is not doing anything to prevent that. They seem to have given up.

[The Ag Strategy @TheAgStrategy]

Russian Agministry's minimum FOB price regulation for wheat has become a joke. Companies are selling 30-40 USD lower than the min price regulation at destinations #wheat #oatt

[The Ag Strategy @TheAgStrategy]

https://t.co/RDUVhc4XcN

[The Ag Strategy @TheAgStrategy]

Ukrainian President Volodymyr #Zelenskiy is set to meet Turkish counterpart Recep Tayyip #Erdogan as the expiration date of the Black Sea grain deal approaches. via @TheTerminal Can we expect Erdogan to intervene in the renewal of the corridor?? #wheat #corn #oatt