Ad hoc commentary

SovEcon upped Russian wheat crop forecast; first winter barley yields in Russian South are great

Last week, SovEcon upped the new Russian wheat crop forecast by 2.2 mmt to 84.6 mmt. Russia is #1 wheat exporter.

Weather helps new Russian wheat crop, SovEcon upped the forecast

SovEcon upped the Russian wheat crop forecast on favorable weather

Russia seeds spring wheat at the highest pace in five years

Russian farmers have seeded 12.8 mln ha of spring wheat compared to USDA’s estimate of 12 mln ha

Weather models predict different precipitation for key Russian spring wheat regions

The weather has been unfriendly for Russian spring wheat so far but things could change this week.

3 reasons why Russian farmers still like wheat

As of May 13, Russian farmers have seeded 4.1 mln ha of spring wheat. The seeding is catching up with the average pace on warmer weather after late spring which delayed the planting campaign in many regions. Despite the export tax we expect the country to increase the spring wheat area. Here’s why.

Russia’s spring wheat area is to rise this year

Russia’s spring wheat area is expected to rise this year despite export taxes and sluggish campaign start

Russian wheat floating tax explained, GASC returns to the market

Egyptian GASC is holding a wheat tender on April 6 for August shipment. We believe that the Egyptian firm could return to the market to test how the new Russian floating tax will affect offers. Andre explains how it’s calculated.

Andrey Sizov speaks about Russian grain taxes and 2021 wheat crop

Q&A with Andrey about Russian grain taxes and 2021 wheat crop

Q&A: Russia’s Grain Export Taxes Could Mean the End of its Wheat Market Dominance – DJN

Q&A with Andrey Sizov, head of SovEcon / sizov.report, and Will Horner, Dow Jones Newswires, about Russia’s grain export taxes and their implications for Russia and the global grain market.

Russian 20/21 wheat export forecast upped on fast pace of shipments and bigger supply

Russian wheat export forecast upped on record shipments and expected bigger supply