Brazil's beef exports to China jump 38% in September amid US tariffs www.reuters.com/world/china/...

Russia’s 2025 #wheat crop got a bump:

🔼 SovEcon raises harvest forecast to 87.8 MMT (from 87.2 MMT)

🌾 Record-breaking yields in Siberia are the driver

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#oatt #blacksea #russia

Russian winter #wheat planting is lagging slightly but remains close to recent years. 🌾

More in our Crop Report: sizov.report?utm_campaign...

#oatt #agwx #sizovreport

China expands rare earths export restrictions to new elements China said on Thursday it would add several new rare earth elements to its export control list in a further tightening of its controls over the critical materials. The elements holmium, erbium,…

China expands rare earths export restrictions to new elements ca.news.yahoo.com/china-expand...

Demand for biodiesel is expected to increase by 6,3% in 2026 - Cultivar Magazine StoneX survey highlights that total consumption should reach 10,5 million m³

Demand for biodiesel on Brazil is expected to increase by 6,3% in 2026 - Cultivar Magazine revistacultivar.com/news/demand-...

Corn and soybean basis improves across Midwest as harvest progresses - Brownfield Ag News Basis levels for corn and soybeans have improved some across the Midwest. Naomi Blohm with Total Farm Marketing tells Brownfield “Down at the Gulf of Mexico basis has been firming; October has an…

Basis levels for #corn and #soybeans have improved some across the Midwest.
www.brownfieldagnews.com/news/corn-an...

yep
first they started the trade war with beijing
and now they shut down the gov not to help farmers...

Headlines: #wheat glut!
Matif Dec/Mar spread: keeps rallying

#oatt #sizovreport

Bangladesh approves US #wheat imports, hoping to ease trade tensions www.reuters.com/world/asia-p...

US Soy Harvest Begins With Farmers in ‘Fight to Survive’ A summer-like start to autumn across the US heartland means that crop fields are rapidly drying out, forcing farmers to gather crops before plants crumble to the ground.

US Soy Harvest Begins With Farmers in ‘Fight to Survive’

www.bloomberg.com/news/article...

Trump administration’s farm aid plans delayed by shutdown Officials have readied nearly $13 billion from an internal USDA fund, but there’s no final decision on how much will be used for farm aid — or when.

Trump administration’s farm aid plans delayed by shutdown

SovEcon: Russian Wheat Bids Fall for the First Time Since August | The Sizov Report blog Prices dropped amid a stronger ruble and weak wheat demand in Russia’s non-southern regions.

SovEcon: Russian #Wheat Bids in Ports Fall for the First Time Since August

Free note: blog.sizov.report/sovecon-russ...

#oatt #blacksea

Indonesia takes another step towards B50 biodiesel www.reuters.com/sustainabili...

Dry Spell Takes Edge Off Australia’s Bumper Wheat Harvest A dry spell in Australia is taking the edge off of a bumper wheat harvest, trimming supplies from one of the world’s largest exporters.

Dry Spell Takes Edge Off Australia’s Bumper #Wheat Harvest www.bloomberg.com/news/article...

Trump bailout for trade-hit US farmers expected this week www.reuters.com/world/us/tru...

EU Mulls Sanctions Against Russia-Linked Stablecoin A7A5

#Corn chart is looking friendly... 🌽

• October high – taken out
• 50DMA – taken out
• 100DMA – taken out (?)
• September downtrend line – broken

Is momentum building?

#oatt #sizovreport

EU backs Italy in Trump’s pasta tariff war US threatens to apply tariffs of up to 107% on Barilla and other makes of Italian staple over alleged dumping

EU backs Italy in Trump’s pasta tariff war www.ft.com/content/8281...

US Stocks Pull #Wheat & #Corn Prices Down WoW

#oatt #agwx

how that compares to 2024?

While everyone is discussing the “huge Russian #wheat crop”, Siberia — with ~1 million ha still to harvest — is now facing early snow. ❄️

Losses are likely to exceed the usual.

More in our weekly note: sizov.report?utm_campaign...

#oatt #agwx

* below average in reality

Snow cover map:

Trump talks #soybeans again — but the market isn’t buying it like before.

📅 August 11, 2020 — Trump posts: "I hope China will quadruple soybeans orders"
📈 Result: ~+7% in 3 sessions

📅 Now — Trump says: "Soybeans will be a major topic of discussion with Xi"
📈 Result: ~+3% in 3 sessions

#oatt

Exclusive: Ukraine raises projection for winter wheat area, boosting export prospects www.reuters.com/markets/comm...

Mexico sees 32% jump in flesh-eating screwworm cases since August as cases move north www.reuters.com/business/hea...

Trump to meet with Argentina's Milei as soy sales could stymie $20 billion deal www.reuters.com/world/china/...

Somebody wise started buying hashtag#soybeans exactly one hour before Trump posted "Soybeans will be a major topic of discussion with Xi."

Just a coincidence or deep market knowledge? 🤔

hashtag#oatt

Trump gives Qatar unprecedented security guarantee after Israeli attack The conditions are similar to NATO's Article 5, and unprecedented for a Gulf country.

Trump gives Qatar unprecedented security guarantee after Israeli attack

U.S. lawmakers give up on China resuming crop purchases China strategically uses agricultural leverage while American farmers face mounting economic pressure from ongoing trade war fallout.

U.S. lawmakers give up on China resuming crop purchases

Front-month CBOT #wheat is approaching the nice, round 500 level.

📍 Last seen: August 2025
📈 Before that: August 2020, just before wheat exploded higher.

Coincidence? Maybe.

Our take: sizov.report?utm_campaign...

#oatt #sizovreport #wheat

FOB #wheat prices climbed in September - importers are back?

But with CBOT and Matif slipping…

🚢 More demand coming?
🧊 Or another pause?

Global / Black Sea #wheat market insight: sizov.report?utm_campaign...

#oatt #sizovreport