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Russian wheat export quota failed to help bulls
Russian 9 mmt wheat quota looks non-disruptive to exports, says SovEcon
Russian wheat higher again, how far are we from the season’s peak?
Russian wheat prices hit a new high but we think that season’s peak could be close
Russian wheat exports on the rise
Russian wheat exports have been growing in recent weeks. According to customs, as of the week ended November 17, 0.82 …
Ukraine to harvest a record-high corn crop in 2021, wheat production is expected to decline next year
We have revised Ukraine’s crop numbers for 2021 (bearish corn) and have issued the first 2022 wheat crop forecast (bullish!).
SovEcon cuts Russia’s 2021/22 wheat exports forecast, remains upbeat about near term prospects
SovEcon cut Russian wheat export forecast to 34 mmt, will USDA follow?
Black Sea wheat prices hit $325 and SRW – $8, is the rally over?
The market hit fresh highs with support of stronger global benchmarks, big tenders, and sluggish exports. But how sustainable is this rally?
Russian wheat prices hit a fresh high supported by strong ruble. What does high Russian inflation mean for the grain market?
Russian wheat prices hit a fresh high, the domestic inflation is becoming an important factor
SovEcon expects Russia to increase wheat production by 5.2 mmt in 2022
The production is expected to rebound on a good weather setup for winter wheat.
Russian wheat export prices rise to nine-year high
The market was supported by limited supply, stronger ruble and perhaps new export tactic?
Russia could reduce winter crops area by 5% on bad weather and taxes
SovEcon expects a substantial reduction in winter crops area this fall amid unfavorable weather conditions and a drop in farmers’ profitability.
Column: State intervention threatens Russia’s position as a wheat superpower
Excessive export taxes will hit the farmers’ ability to invest in production and stifle output