#oatt search results
Big green candle in #corn. Right after retail started selling the $CORN ETF. Interesting timing. #oatt
My appearance on @OfficialRFDTV - April 27, 2026 youtu.be/OKE5ml6If9k?fe… #oatt
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Midwest Market Solutions
The US winter #wheat crop was unchanged at 30% G/E, but my condition index score fell 3 points to 287, as P/VP jumped 2 points to 35%. #oatt
Marketing year to date grain sorghum export inspections fall short of the seasonal pace needed to hit USDA's target by 12 million bushels, down from a shortfall of 14 million bushels the previous week. #oatt
This field of #wheat is big dead. The drought/freeze combo was too tough. Insurance has been called. Time to wash our hands and move on.
US winter #wheat is holding on, but only just. Just 30% is rated good/excellent. That is better than another drop after the freeze. But it still leaves the crop only a few points above record-low territory. That keeps weather risk very much alive. #oatt #agwx #sizovreport
Winter #wheat ratings in top producer Kansas fell another 6% week-on-week to now sit at 40% good/excellent. That's 9% below last year at this time and marks a 21% drop from the beginning of February. Also, corn planting was reported at 2% complete, matching last year. #oatt
Worth checking comments from Australian farmers. Contrary to my expectations, a ~10% decline in #wheat area could be too conservative. #oatt #sizovreport
This reporting looks slightly off. Reuters:“Australian #wheat area could drop 10%+ - somebody”. I suspect we will see a smaller decline (Australian farmers are more or less covered for the planting stage) but lower nitrogen application later. Comments from farmers are
Funds are selling #wheat. But US crop conditions are moving the other way. Drought now covers 68% of wheat area - only 1 p.p. below 2022 extremes. That year delivered one of the smallest crops in decades. More in our weekly note tomorrow: sizov.report/?utm_source=tw… #oatt
Trump: The meeting went (so) well…(that) Effective immediately, the United States Navy will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. #oatt #oott #winning #artofthedeal
Only way to grow wheat in central ks this year… might be the only wheat i get to cut.
Index Variations: Product Daily Weekly Monthly Corn -1.03% +0.03% +7.78% Wheat +0.00% +2.56% +7.97% Soybean -0.54% -2.52% -12.38% #oatt argentina
We have a serious problem. US winter #wheat enters spring in its worst condition in years after a sharp drop in crop ratings due to drought. #oatt #sizovreport #agwx
41% of Kansas #wheat is Poor to Very Poor. Just 30% of the national winter wheat crop is Good to Excellent. Many of these surveys were filled out on Friday PM ahead of the freeze. #oatt
The good news: India’s massive #urea tender drew plenty of offers. The bad news: prices are 2x pre-war levels. #oatt #oott
IF we are close to the end of the war, that does not end the shortage of energy and fertilizer, but it is the beginning of assessing the damage and the repair time needed to get back to full output again. It will take time to get the flow going again. #oatt
Index Variations: Product Daily Weekly Monthly Corn -1.03% +0.03% +7.78% Wheat +0.00% +2.56% +7.97% Soybean -0.54% -2.52% -12.38% #oatt argentina
Index Variations: Product Daily Weekly Monthly Corn -1.56% +0.15% +6.23% Wheat -0.54% +2.69% +6.41% Soybean -1.07% -2.39% -13.64% #oatt argentina
Argentina spot prices (Precio Pizarra) valued at CCL dollar Variations: Product Daily Weekly Monthly Corn -1.56% +0.15% +6.23% Wheat -0.54% +2.69% +6.41% Soybean -1.07% -2.39% -13.64% #oatt argentina
#soybeans #oatt Highest close in 1.5 months! Apr 27, 2026 Afternoon Recap on my Substack ⬇️ soybeantrader88.substack.com/p/apr-27-2026-… #soja #soyoil #soymeal #palmoil #corn #wheat #grains #commodities #macro #trading #technicalanalysis #TradingCommunity #TradingMindset #TradingSuccess
After this week's big jump in NE (+20% to now sit at 65% P/VP), I had to go back and look to confirm. This is in fact the highest level of winter #wheat rated poor/very in Nebraska for the comparable week on record (#USDA began reporting in 1986). #oatt
US winter #wheat is holding on, but only just. Just 30% is rated good/excellent. That is better than another drop after the freeze. But it still leaves the crop only a few points above record-low territory. That keeps weather risk very much alive. #oatt #agwx #sizovreport
El Nino coming! #OATT
🚨⚠️ EL NIÑO ALERT: A MAJOR FOOD SHOCK MAY BE COMING 🇯🇵 Japan sees 70% chance of El Niño forming this summer The strongest El Niño in a decade is building — and Asia is directly in the line of fire. ☀️ Hotter. Drier. Harsher. By 2H2026, this could slam crop production across
Weekly changes in winter #wheat conditions of the states who got the worst of the 4/18 - 4/19 freeze (25F or less): #oatt
The US winter #wheat crop was unchanged at 30% G/E, but my condition index score fell 3 points to 287, as P/VP jumped 2 points to 35%. #oatt
US corn is 25% planted vs 11% last week and 19% avg with 7% emerged vs 4% last week and avg. Sbns are 23% planted vs 12% last week and avg with 8% emereged vs 1% avg. S. wht is 19% planted vs 12% last week and 22% avg with 5% emerged vs 2% last week and 4% avg #oatt
Why I don't just follow Good/Excellent ratings - Nebraska winter #wheat G/E rose 1 point this week, but its condition index score dropped 26 points because the percent rated Poor to Very Poor rose 20 points to 65% this week. Just looking at G/E wouldn't have caught that #oatt
USDA soybean export inspections were lower week over week but higher year over year. Corn and wheat export inspections were lower week over week and year over year. #OATT
My appearance on @OfficialRFDTV - April 27, 2026 youtu.be/OKE5ml6If9k?fe… #oatt
youtube.com
YouTube
Midwest Market Solutions
#Cattle in the South traded at $246 to $247 live which is $1 to $2 softer than the previous week’s prices.#oatt
Last week, moderate fed #cattle cash trade occurred in both the North and the South. Northern cattle traded at $246 live and $386 dressed, decreasing by $2 live and $2 to $3 dressed compared to the prior week’s prices.#oatt
Big green candle in #corn. Right after retail started selling the $CORN ETF. Interesting timing. #oatt
US winter #wheat is holding on, but only just. Just 30% is rated good/excellent. That is better than another drop after the freeze. But it still leaves the crop only a few points above record-low territory. That keeps weather risk very much alive. #oatt #agwx #sizovreport
Black/Azov Sea #wheat risk may be entering a new phase. For the first time, a Russian merchant ship transporting wheat was sunk, likely by Ukrainian sea drones, in the Sea of Azov. #oatt #sizovreport
After a long dry spell, US Plains winter #wheat may finally catch meaningful rain in late April-early May. For the market, the question is whether this rain can still support yields — or only limit further damage. #oatt #agwx
I won't rely too much on monthly models...here's how next 10 days could look according to EC-AIFS. Major winter #wheat areas (central & eastern KS + neighbors) are still not getting proper rain. #oatt #agwx
Trump: The meeting went (so) well…(that) Effective immediately, the United States Navy will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. #oatt #oott #winning #artofthedeal
41% of Kansas #wheat is Poor to Very Poor. Just 30% of the national winter wheat crop is Good to Excellent. Many of these surveys were filled out on Friday PM ahead of the freeze. #oatt
Funds are selling #wheat. But US crop conditions are moving the other way. Drought now covers 68% of wheat area - only 1 p.p. below 2022 extremes. That year delivered one of the smallest crops in decades. More in our weekly note tomorrow: sizov.report/?utm_source=tw… #oatt
We have a serious problem. US winter #wheat enters spring in its worst condition in years after a sharp drop in crop ratings due to drought. #oatt #sizovreport #agwx
Happy end of spring crop insurance price discovery month for all those who celebrate! Below are Feb averages for CZ26 & SX26, along with a look back at how that compares dating back to 2000. CZ26: $4.62 SX26: $11.09 #corn #soybeans #oatt
Winter #wheat ratings in top producer Kansas fell another 6% week-on-week to now sit at 40% good/excellent. That's 9% below last year at this time and marks a 21% drop from the beginning of February. Also, corn planting was reported at 2% complete, matching last year. #oatt
The good news: India’s massive #urea tender drew plenty of offers. The bad news: prices are 2x pre-war levels. #oatt #oott
Maybe the most interesting note from today's NOPA Crush report--implied monthly domestic #soybean oil disappearance jumps 433M month-on-month to reach a new all-time high 2.685B lbs. Hence, #soybean oil stocks of 2.039B came in well below market expectations. #oatt #oott
The Black Sea is heading into a colder-than-ideal finish to April. For now, that is not yet a clear problem for the new #wheat crop. But it is a weather signal that deserves attention. More in our update: sizov.report/?utm_source=tw… #oatt #agwx #sizovreport
Let me keep banging the drum… If I were a #wheat importer / miller, I would definitely be checking price hedging opportunities for 2H 2026 - and probably beyond. #oatt —- Egypt: “Since the conflict began on February 28, local ex-warehouse prices for 12.5% protein wheat have
Here's the condition index score for this year's winter #wheat crop going into dormancy versus previous years. #oatt
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