Ad hoc commentary

SovEcon: 2022/23 Russian wheat crop and exports could be record-high

Excellent weather conditions and good inputs availability could lead to a record-high Russian wheat crop

Black Sea wheat market doesn’t seem to believe in export disruptions

What do weaker Black Sea wheat quotes could be telling Chicago and Matif?

SovEcon increased 21/22 Russian wheat export estimate

2021/22 Russian wheat exports estimate upped by 0.2 mmt to 34.3 mmt, risk of export disruptions remains low

Wheat higher on Russia-West tensions, is rally overdone?

Wheat is higher 3-5% WOW on Russia-West tensions, the end of the rally could be close

Wheat continues to move lower but Russia-West tensions could change that

Wheat lost 2-4% last week but Russia-West tensions keep rising…

SovEcon ups 2022 Russian and Ukrainian wheat crop estimates

SovEcon has upped the 2022 Russian and Ukrainian wheat crop estimates on improved weather and a larger seeded area in Ukraine.

SovEcon ups Russian wheat crop forecast but says that USDA’s estimate could be too optimistic

We have upped the 2021 Russian wheat crop forecast by 0.1 mmt to 75.4 mmt. The revision reflects good crop …

Russian wheat export quota failed to help bulls

Russian 9 mmt wheat quota looks non-disruptive to exports, says SovEcon

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 …