#wheat search results

US #wheat is finally starting to price in freeze risk on April 18. We had that story on our radar well before today’s move. We flagged it for clients (sizov.report/?utm_source=tw…) when wheat was still 30 cents lower. Now the market is catching up. A close above 6.50 would be a

sizov_andre's tweet image. US #wheat is finally starting to price in freeze risk on April 18.

We had that story on our radar well before today’s move.

We flagged it for clients (sizov.report/?utm_source=tw…) when wheat was still 30 cents lower.

Now the market is catching up.

A close above 6.50 would be a

#Wheat sold off last week, but the underlying picture remains less straightforward than the price action suggests. Funds turned net short, reaching -6K in the COT data as of Tuesday after selling 14K. Private estimates put the position closer to -25K by the end of the week.

sizov_andre's tweet image. #Wheat sold off last week, but the underlying picture remains less straightforward than the price action suggests.

Funds turned net short, reaching -6K in the COT data as of Tuesday after selling 14K. Private estimates put the position closer to -25K by the end of the week.

Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat

laplace2011's tweet image. Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat
laplace2011's tweet image. Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat

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 winter #wheat ratings dropped again, down 4 p.p. to 30%. And this may not be the full story. I’m quite confident the weekend freeze damage has not been reflected here fully yet. You need at least several days to assess it properly. That suggests ratings could fall further

sizov_andre's tweet image. US winter #wheat ratings dropped again, down 4 p.p. to 30%. 

And this may not be the full story.

I’m quite confident the weekend freeze damage has not been reflected here fully yet. You need at least several days to assess it properly.

That suggests ratings could fall further

Sounds reasonable. However, I don't rule out a bigger drop. ---- Bloomberg: Australia’s wheat crop could plunge 20% amid rising input costs and tougher weather conditions. * Australia’s #wheat acreage for the 2026/27 crop is expected to fall to a seven-year low due to weak

sizov_andre's tweet image. Sounds reasonable. However, I don't rule out a bigger drop.
----
Bloomberg: Australia’s wheat crop could plunge 20% amid rising input costs and tougher weather conditions.

* Australia’s #wheat acreage for the 2026/27 crop is expected to fall to a seven-year low due to weak

#Wheat has nine lives,” but in some cases it feels like it may have run out of them. U.S. winter wheat was hit hard last weekend. Plains temperatures fell to -4C to -6C (21-25F) for several hours on April 18-19 in parts of Colorado, Nebraska, and Kansas. Wheat is already

sizov_andre's tweet image. “#Wheat has nine lives,” but in some cases it feels like it may have run out of them. 

U.S. winter wheat was hit hard last weekend. Plains temperatures fell to -4C to -6C (21-25F) for several hours on April 18-19 in parts of Colorado, Nebraska, and Kansas. Wheat is already

People keep talking about “rains in the Plains” without checking where they actually fall. The problem is that a big part of the winter #wheat regions (i.e. western Kansas) is still being missed. Good/excellent ratings dropped again last week and now stand at 34% - one of the

sizov_andre's tweet image. People keep talking about “rains in the Plains” without checking where they actually fall.

The problem is that a big part of the winter #wheat regions (i.e. western Kansas) is still being missed. Good/excellent ratings dropped again last week and now stand at 34% - one of the

🍃 With global crises increasing, #Wheat has become a strategic commodity. Türkiye is one of the few countries that is self-sufficient in wheat production, and thanks to a highly precipitous winter, expects a record high harvest in 2026. ✅🇹🇷


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

The Northern Hemisphere plants winter #wheat in the fall. Come one, people, don't argue with farmer Bessent.

Bessent: "I think fertilizer prices will come down before Fall planting season"..... I didn't know we lived in the Southern Hemisphere.



That really looks like a curse. See that brown “below normal precipitation” area? It overlaps with roughly 80% of U.S. winter #wheat production. Not the kind of map wheat farmers want to see with extreme drought already in place. #oatt #sizovreport #agwx

sizov_andre's tweet image. That really looks like a curse. 

See that brown “below normal precipitation” area? It overlaps with roughly 80% of U.S. winter #wheat production.

Not the kind of map wheat farmers want to see with extreme drought already in place.

#oatt #sizovreport #agwx

“The #wheat rally is running out of steam”? Then why is Egypt still buying like this? The world’s top wheat importer appears to have booked large volumes in recent months despite the start of its own harvest in April and a 13% fall in the Egyptian pound in March. Russian

sizov_andre's tweet image. “The #wheat rally is running out of steam”? Then why is Egypt still buying like this?

The world’s top wheat importer appears to have booked large volumes in recent months despite the start of its own harvest in April and a 13% fall in the Egyptian pound in March.

Russian

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

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.


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

Reuters: #Wheat is up on the combination of technical signals and weather issues," said Sizov of Sovecon. "The market seems to start to react to freeze risk in US winter wheat states on April 18." Worries over crop damage to U.S. wheat have tempered price pressure from ample

sizov_andre's tweet image. Reuters:  #Wheat is up on the combination of technical signals and weather issues," said Sizov of Sovecon. "The market seems to start to react to freeze risk in US winter wheat states on April 18."

Worries over crop damage to U.S. wheat have tempered price pressure from ample

يعتبر #القمح من أشهر الحبوب استخدامًا عالميًا في العديد من المأكولات مثل الخبز والمكرونة والمخبوزات، اكتشف فوائد القمح، وقيمته الغذائية وأضراره! #dailymedicalinfo #Wheat dailymedicalinfo.com/view-article/%…


Looks reasonable. Western Australia, the country's biggest grain export region, is to cut wheat area by 14% - RTRS. --- Grain ​Industry Association of Western Australia: farmers to plant ​less #wheat, which is hungry for fertiliser and earns a ⁠low price, and more canola,

sizov_andre's tweet image. Looks reasonable.  Western Australia, the country's biggest grain export region, is to cut wheat area by 14% - RTRS.

---
Grain ​Industry Association of Western Australia: farmers to plant ​less #wheat, which is hungry for fertiliser and earns a ⁠low price, and more canola,

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

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

The percentage of #wheat rated Very Poor/Poor in Nebraska declined by 20 points last week to 65%. The divergence between HRW conditions vs SRW and WW is just massive. If the Black Sea or EU has an at trend crop HRW becomes a storable commodity and the supplier of last resort.

HTSCommodities's tweet image. The percentage of #wheat rated Very Poor/Poor in Nebraska declined by 20 points last week to 65%. The divergence between HRW conditions vs SRW and WW is just massive. If the Black Sea or EU has an at trend crop HRW becomes a storable commodity and the supplier of last resort.

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

Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9d#soybeans #wheat #corn #usda

AndersonsCanada's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9d — #soybeans #wheat #corn #usda
AndersonsCanada's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9d — #soybeans #wheat #corn #usda
AndersonsCanada's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9d — #soybeans #wheat #corn #usda

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

Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9b#soybeans #wheat #corn #usda

Andersons_GS's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9b — #soybeans #wheat #corn #usda
Andersons_GS's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9b — #soybeans #wheat #corn #usda
Andersons_GS's tweet image. Melinda Terwillegar with the USDA Crop Progress Report: brnw.ch/21x1Z9b — #soybeans #wheat #corn #usda

Winter #Wheat condition unchanged this week, somehow... - 11 states G/E condition dropped this week - Including Kansas* - Only 5 states improved - 10 states >10% below 5 year avg. - Many by 20+pts - KY fell 14pts - NC is 17% G/E vs. 5 year avg of 73%

drbrock37's tweet image. Winter #Wheat condition unchanged this week, somehow... 

  - 11 states G/E condition dropped this week
       - Including Kansas*
  - Only 5 states improved
  - 10 states >10% below 5 year avg.  
       - Many by 20+pts
  - KY fell 14pts
  - NC is 17% G/E vs. 5 year avg of 73%

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


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


Across the landscape, waves of #wheat ripple in the breeze in Xizhou old town of Dali Bai Autonomous Prefecture, southwest #China's Yunnan Province, attracting numerous visitors to appreciate the seasonal beauty.


Funds are heavily long soybean futures before the big Summit in May, which could potentially create a lot of volatility if headlines of the negotiations between China and the US don’t go as smoothly as hoped. More in post below: bullpentrading.com/fourth-week-of… #Corn #Soybeans #Wheat


$BREAD looks mispriced. 🍞 Wouldn’t be surprised to see a clean 2x from current levels. Shared this one in LCA early — already +7% unleveraged. Far from done. #WHEAT #LCA #LCA_Intelligence

Aladdin_LCA's tweet image. $BREAD looks mispriced. 🍞

Wouldn’t be surprised to see a clean 2x from current levels.

Shared this one in LCA early — already +7% unleveraged.

Far from done. 

#WHEAT #LCA #LCA_Intelligence

#wheat #buguday #ZW1! 636 yı kırınca hızlanır, bayrak hedefi 768. 768 e gelince tekrar değerlendiririz

geotrader369's tweet image. #wheat
#buguday
#ZW1!

636 yı kırınca hızlanır,
bayrak hedefi 768.
768 e gelince tekrar değerlendiririz
geotrader369's tweet image. #wheat
#buguday
#ZW1!

636 yı kırınca hızlanır,
bayrak hedefi 768.
768 e gelince tekrar değerlendiririz

Spring #wheat 19% planted vs. 28% last year, and 22% on average, and 5% emerged vs 5% ly and 4% on average


Winter #wheat 34% headed vs. 25% ly and 21% on average, 30% good to excellent(0) and 35% poor to very poor (+2%) Kansas 23%(-1) g to e


Crop Progress - #Wheat Wheat Headed 34% up 14% Wheat Condition G/E 30% UNCH from last #grain #AgTwitter


Light #wheat inspections at 13.4 mbu, below the 17.6 week/ needed. Winter wheat G/E conditions expected this week at 29% (28%-32%).


Watch today's Closing grain market commentary with Dawson Evers: brnw.ch/21x1Z1c#soybeans #wheat #corn

AndersonsCanada's tweet image. Watch today's Closing grain market commentary with Dawson Evers: brnw.ch/21x1Z1c — #soybeans #wheat #corn

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


#Wheat sold off last week, but the underlying picture remains less straightforward than the price action suggests. Funds turned net short, reaching -6K in the COT data as of Tuesday after selling 14K. Private estimates put the position closer to -25K by the end of the week.

sizov_andre's tweet image. #Wheat sold off last week, but the underlying picture remains less straightforward than the price action suggests.

Funds turned net short, reaching -6K in the COT data as of Tuesday after selling 14K. Private estimates put the position closer to -25K by the end of the week.

US #wheat is finally starting to price in freeze risk on April 18. We had that story on our radar well before today’s move. We flagged it for clients (sizov.report/?utm_source=tw…) when wheat was still 30 cents lower. Now the market is catching up. A close above 6.50 would be a

sizov_andre's tweet image. US #wheat is finally starting to price in freeze risk on April 18.

We had that story on our radar well before today’s move.

We flagged it for clients (sizov.report/?utm_source=tw…) when wheat was still 30 cents lower.

Now the market is catching up.

A close above 6.50 would be a

Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat

laplace2011's tweet image. Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat
laplace2011's tweet image. Uzun vadedeki sığınma limanlarımızdan Buğday #Wheat bu hafta tüm kritik desteklerinin üzerinde sakin sakin yükselişte. $591 üzerinde kaldığı sürece yön yukarı benim için🙏 #weat

People keep talking about “rains in the Plains” without checking where they actually fall. The problem is that a big part of the winter #wheat regions (i.e. western Kansas) is still being missed. Good/excellent ratings dropped again last week and now stand at 34% - one of the

sizov_andre's tweet image. People keep talking about “rains in the Plains” without checking where they actually fall.

The problem is that a big part of the winter #wheat regions (i.e. western Kansas) is still being missed. Good/excellent ratings dropped again last week and now stand at 34% - one of the

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

July CBOT #wheat is back at $6, and the April 7 gap is back in focus. Interesting that wheat keeps ignoring crude (for now). #oatt

sizov_andre's tweet image. July CBOT #wheat is back at $6, and the April 7 gap is back in focus.

Interesting that wheat keeps ignoring crude (for now). 

#oatt

Another warning sign for the new US winter #wheat crop. The share of winter wheat in drought rose by 2 percentage points and now stands at 70%. That matches the 2022 record high. That year, US winter wheat yield fell to 47 bu/ac (3.2 mt/ha), the lowest in the past decade.

sizov_andre's tweet image. Another warning sign for the new US winter #wheat crop.

The share of winter wheat in drought rose by 2 percentage points and now stands at 70%. That matches the 2022 record high.

That year, US winter wheat yield fell to 47 bu/ac (3.2 mt/ha), the lowest in the past decade.

Sounds reasonable. However, I don't rule out a bigger drop. ---- Bloomberg: Australia’s wheat crop could plunge 20% amid rising input costs and tougher weather conditions. * Australia’s #wheat acreage for the 2026/27 crop is expected to fall to a seven-year low due to weak

sizov_andre's tweet image. Sounds reasonable. However, I don't rule out a bigger drop.
----
Bloomberg: Australia’s wheat crop could plunge 20% amid rising input costs and tougher weather conditions.

* Australia’s #wheat acreage for the 2026/27 crop is expected to fall to a seven-year low due to weak

SRW #wheat at Tara #ontag Bruce County Good winter stand

KenSchaus's tweet image. SRW #wheat at Tara #ontag 
Bruce County
Good winter stand
KenSchaus's tweet image. SRW #wheat at Tara #ontag 
Bruce County
Good winter stand
KenSchaus's tweet image. SRW #wheat at Tara #ontag 
Bruce County
Good winter stand

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

Here's something for #wheat bears. The weather setup for Black Sea winter wheat looks good, especially in #Russia. Some areas had moisture shortages, but upcoming rains are likely to offset that. Still, the crop is moving into a critical stage, and visibility remains limited.

sizov_andre's tweet image. Here's something for #wheat bears.

The weather setup for Black Sea winter wheat looks good, especially in #Russia. Some areas had moisture shortages, but upcoming rains are likely to offset that.

Still, the crop is moving into a critical stage, and visibility remains limited.

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.


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

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

US winter #wheat ratings dropped again, down 4 p.p. to 30%. And this may not be the full story. I’m quite confident the weekend freeze damage has not been reflected here fully yet. You need at least several days to assess it properly. That suggests ratings could fall further

sizov_andre's tweet image. US winter #wheat ratings dropped again, down 4 p.p. to 30%. 

And this may not be the full story.

I’m quite confident the weekend freeze damage has not been reflected here fully yet. You need at least several days to assess it properly.

That suggests ratings could fall further

Ukrainian farmers say the crop could drop 5% to 10% this year because of a spike in input prices - RTRS We tend to agree. Among major grain exporters in the Northern Hemisphere, Ukraine could suffer the most. That was a key reason why we cut our Ukrainian #wheat and #corn crop

sizov_andre's tweet image. Ukrainian farmers say the crop could drop 5% to 10% this year because of a spike in input prices - RTRS

We tend to agree. Among major grain exporters in the Northern Hemisphere, Ukraine could suffer the most. That was a key reason why we cut our Ukrainian #wheat and #corn crop

Russia’s spring #wheat planting is falling sharply behind last year. As of April 24, farmers had planted only 0.2 mln ha versus 1.5 mln ha a year earlier as cold and wet weather slowed fieldwork. The delay is obvious. The bigger question is whether it becomes a real crop issue.

sizov_andre's tweet image. Russia’s spring #wheat planting is falling sharply behind last year.

As of April 24, farmers had planted only 0.2 mln ha versus 1.5 mln ha a year earlier as cold and wet weather slowed fieldwork. The delay is obvious. The bigger question is whether it becomes a real crop issue.

Why has #wheat - especially HRW - barely moved lately despite all the bullish factors and why is spiking today? Here’s the answer to a question I’ve been getting a lot. There was heavy open interest in May HRW 650 calls ahead of Friday’s expiry (10K a few days ago). That likely

sizov_andre's tweet image. Why has #wheat - especially HRW - barely moved lately despite all the bullish factors and why is spiking today?

Here’s the answer to a question I’ve been getting a lot.

There was heavy open interest in May HRW 650 calls ahead of Friday’s expiry (10K a few days ago). That likely

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