Ad hoc commentary

Wheat prices sharply up as Russia introduced new restrictions

Wheat prices sharply higher after Russia’s tax news

Weather to improve in the Black Sea

Parts of the Black Sea are to get much-needed precipitation

Russian wheat tax and quota – market implications

Russia is introducing a flat wheat export tax of 25 EUR/mt (EURUSD = 1.21). What does that mean for global wheat market?

Russia’s wheat prices reverse, will Black Sea dryness help wheat bulls?

Last week, Russian wheat prices started to ease but dryness in the Black Sea should remain on the markets’ radar

August WASDE report Black Sea commentary

USDA has just released the new WASDE report, here’s our quick commentary

Russia planted record-high 29.4 mln ha of wheat

SovEcon has analyzed eagerly anticipated official data on the pre-harvest wheat area in Russia released by Russia’s statistical agency Rosstat on July 24.

Will USDA up its Russia’s wheat crop forecast?

USDA cut its Russian wheat crop estimate by 0.5 mmt to 76.5 mmt in the July WASDE report. We expect it to up its fugure later, let us explain why.

Starting wheat yields in Russia are -45% YoY

Russia started to harvest the new winter wheat crop. Starting yields are low. As of June 29, the average yield is only 2.4 mt/ha (4.4 mt/ha a year ago).

Andrey Sizov speaks about Russian grain quota and food nationalism

Food export restrictions are being lifted all over the world but Russia keeps its grain quota and the AgMin wants to use it again in the future. Andrey Sizov from SovEcon talks about food nationalism and Russian grain quota perspectives in our video.

Andrey Sizov speaks about COVID-19 news and wheat market

Andrey Sizov from SovEcon speaks about COVID-19 news and the world wheat market. When the COVID-19 panic is over what could support the market? The answer is the weather.