#oatt search results

Big green candle in #corn. Right after retail started selling the $CORN ETF. Interesting timing. #oatt

sizov_andre's tweet image. Big green candle in #corn. Right after retail started selling the $CORN ETF. Interesting timing.

#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


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


That Kansas #wheat is dead. Expect ratings to drop further next week. #oatt #agwx

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.

AMillershaski's tweet image. 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.
AMillershaski's tweet image. 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 import meat like there is no tomorrow! April so far +13%, season so far +12%. #oatt

krusts's tweet image. 🇺🇸🥩US import meat like there is no tomorrow! April so far +13%, season so far +12%. #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

sizov_andre's tweet image. 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

mike_castle2's tweet image. 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

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

วอนผลิตทำซีรีส์คู่นี้ต่อเลยได้ไหมเคมีก็เข้ากันดีเกิน #ngeng #oatt

เรื่อง2เข้าได้เลย เคมีดีขนาดนี้ ไซส์ดิฟเอยใด~ #ngernnn #oattrttt

nutcha_esp's tweet image. เรื่อง2เข้าได้เลย เคมีดีขนาดนี้ ไซส์ดิฟเอยใด~

#ngernnn #oattrttt


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

sizov_andre's tweet image. 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

Not sure if $6.5 is a proper price for irrigated #wheat #oatt

Only way to grow wheat in central ks this year… might be the only wheat i get to cut.

SiekerSales's tweet image. 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

UpriverAnalytic's tweet image. 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

sizov_andre's tweet image. 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

ArlanFF101's tweet image. 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

sizov_andre's tweet image. 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


Kazakhstan imposes six-month ban on fuel exports



Argentina Up-river Grains Line-up #oatt #corn #wheat

UpriverAnalytic's tweet image. Argentina Up-river Grains Line-up
#oatt #corn #wheat

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

UpriverAnalytic's tweet image. 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

UpriverAnalytic's tweet image. 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

UpriverAnalytic's tweet image. 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

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

mike_castle2's tweet image. 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

sizov_andre's tweet image. 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

gaurav_kochar's tweet image. 🚨⚠️ 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

mike_castle2's tweet image. Weekly changes in winter #wheat conditions of the states who got the worst of the 4/18 - 4/19 freeze (25F or less):

#oatt

US winter #wheat ratings fall another 4% week-on-week to 30% G/E, the lowest at this time in 3 years. 2 of the states hit hardest by the weekend freeze (NE & CO) now sit at only 11% & 14% G/E, respectively, the lowest for both states at this time since 2013. #oatt #oott

mike_castle2's tweet image. US winter #wheat ratings fall another 4% week-on-week to 30% G/E, the lowest at this time in 3 years.

2 of the states hit hardest by the weekend freeze (NE & CO) now sit at only 11% & 14% G/E, respectively, the lowest for both states at this time since 2013. #oatt #oott


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

SwensonAg's tweet image. 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
SwensonAg's tweet image. 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
SwensonAg's tweet image. 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
SwensonAg's tweet image. 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

Noon Market News - April 27, 2026 #oatt


Feeder #cattle index is $369.34 up $.02. Daily number is $368.07 on 8,821 head.#oatt


Packer margins are estimated at -$156.87/head #oatt #cattle


#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


Frozen #pork supplies were up 2 percent from the previous month and up slightly from last year. Stocks of pork bellies were up 5 percent from last month but down 13 percent from last year.#oatt


Big green candle in #corn. Right after retail started selling the $CORN ETF. Interesting timing. #oatt

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

Feels like a good time to remind everyone what's at stake in the #fertilizer markets... #oatt

mike_castle2's tweet image. Feels like a good time to remind everyone what's at stake in the #fertilizer markets... #oatt
mike_castle2's tweet image. Feels like a good time to remind everyone what's at stake in the #fertilizer markets... #oatt

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

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

This would be quite the change from the past few years for Kansas. I doubt many would complain. I guessing most would say I’ll believe it when I see it though.

BradyD78's tweet image. This would be quite the change from the past few years for Kansas. I doubt many would complain. I guessing most would say I’ll believe it when I see it though.


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

sizov_andre's tweet image. 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

Weather in Spring #wheat country. #oatt #agwx Not good.

6dollarwheatguy's tweet image. Weather in Spring #wheat country.
#oatt #agwx 

Not good.
6dollarwheatguy's tweet image. Weather in Spring #wheat country.
#oatt #agwx 

Not good.

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

ArlanFF101's tweet image. 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

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

mike_castle2's tweet image. 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

mike_castle2's tweet image. 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

sizov_andre's tweet image. 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

mike_castle2's tweet image. 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 Plains winter #wheat crop has some serious problems. #oatt

ArlanFF101's tweet image. The Plains winter #wheat crop has some serious problems. #oatt

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

sizov_andre's tweet image. 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

sizov_andre's tweet image. 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

ArlanFF101's tweet image. Here's the condition index score for this year's winter #wheat crop going into dormancy versus previous years. #oatt

A couple visuals to show the potential impact IF (and that's a big IF) China were to increase US #soybean purchases to 20 MMT (735 mbu) this marketing year. #oatt Would move ‘25/’26 sales to China from a 19-year low to a 6-year low. Needed non-China sales to reach USDA’s 1.575

mike_castle2's tweet image. A couple visuals to show the potential impact IF (and that's a big IF) China were to increase US #soybean purchases to 20 MMT (735 mbu) this marketing year. #oatt

Would move ‘25/’26 sales to China from a 19-year low to a 6-year low.

Needed non-China sales to reach USDA’s 1.575

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