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?
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…
Global wheat market down on good crop in Southern hemisphere
Global wheat market down on good crop in Southern hemisphere; bulls should watch weather and Russia-West talks started today
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.
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!).
Black Sea wheat price rallied after WASDE
Russia’s domestic wheat market is rising fast, supported by demand from exporters and domestic buyers as well as worsening crop outlook. This could negatively affect wheat exports pace during the next few months from the top world wheat exporter.
Why Russian wheat is not competitive today
Egyptian GASC is holding a new wheat tender today for 8-22 August shipment. It looks like Romania and perhaps Ukraine could be the winners today. Why Russian traders are cautious sellers?