What scenario will lead to a 20%+ spike in wheat prices?
Andrey Sizov Q&A with WSJ/Dow Jones
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 …
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?