Ad hoc commentary

Weekly round-up of Black Sea grain market – May 30

Russian wheat planting lags by 10%, Ukrainian corn crop upped

Weekly round-up of Black Sea grain market – May 23

Russian wheat exports to tumble to 0.8 mmt in May, Ukraine is seeding corn fast despite the war

Weekly round-up of Black Sea grain market – May 16

Russian wheat exports to halve in May, no signs of de-escalation

Weekly round-up of Black Sea grain market – May 9

The weekly review of key Black Sea wheat and corn events

SovEcon ups Russian wheat crop forecast; Russia and Ukraine could export 60+ mmt of wheat in 2022/23

Russia could harvest 87 mmt of wheat in 2022; Russia + Ukraine 2022/23 wheat exports to reach 60+ mmt

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