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
Ukrainian 2022 grain crop to decline substantially
New Ukrainian wheat crop could decline by 19%, corn – by 34%, says SovEcon
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