US #wheat export sales jumped more than 3X WOW.
0.85 mmt is the highest weekly number since November.
Total commitments are improving but still a tad low compared with the pace needed for USDA’s target — 56% of the target is on the books vs ~65% typically at this point of the season.
#oatt
0.85 mmt is the highest weekly number since November.
Total commitments are improving but still a tad low compared with the pace needed for USDA’s target — 56% of the target is on the books vs ~65% typically at this point of the season.
#oatt
October 30, 2026 at 11:36 AM
FT on the Putin–European leaders call:
Most of the 90-minute conversation was apparently spent on Putin’s (another) lengthy lecture about history.
An immediate ceasefire was barely discussed.
So yes, Europe could be back at the negotiating table.
Not much negotiating yet.
#wheat #oatt #sizovreport
Most of the 90-minute conversation was apparently spent on Putin’s (another) lengthy lecture about history.
An immediate ceasefire was barely discussed.
So yes, Europe could be back at the negotiating table.
Not much negotiating yet.
#wheat #oatt #sizovreport
October 28, 2026 at 1:19 AM
FT on the Putin–European leaders call:
Most of the 90-minute conversation was apparently spent on Putin’s (another) lengthy lecture about history.
An immediate ceasefire was barely discussed.
So yes, Europe could be back at the negotiating table.
Not much negotiating yet.
#wheat #oatt #sizovreport
Most of the 90-minute conversation was apparently spent on Putin’s (another) lengthy lecture about history.
An immediate ceasefire was barely discussed.
So yes, Europe could be back at the negotiating table.
Not much negotiating yet.
#wheat #oatt #sizovreport
#Wheat is selling off on reports that #grain exports from the Azov Sea have resumed.
Have they?
We’re not so sure.
Our take:
sizov.report/reports/3163...
#Russia #blacksea #oatt #sizovreport
Have they?
We’re not so sure.
Our take:
sizov.report/reports/3163...
#Russia #blacksea #oatt #sizovreport
October 28, 2026 at 4:03 PM
#Wheat is selling off on reports that #grain exports from the Azov Sea have resumed.
Have they?
We’re not so sure.
Our take:
sizov.report/reports/3163...
#Russia #blacksea #oatt #sizovreport
Have they?
We’re not so sure.
Our take:
sizov.report/reports/3163...
#Russia #blacksea #oatt #sizovreport
Another merchant vessel has been sunk in the Black Sea.
KHORYV was reportedly struck by a drone just 13 nautical miles off Constanța - again right outside Romanian territorial waters.
The vessel was sailing from Ereğli to Sulina carrying ferrous materials.
Another one.
#oatt #wheat #sizovreport
KHORYV was reportedly struck by a drone just 13 nautical miles off Constanța - again right outside Romanian territorial waters.
The vessel was sailing from Ereğli to Sulina carrying ferrous materials.
Another one.
#oatt #wheat #sizovreport
October 23, 2026 at 11:47 AM
Another merchant vessel has been sunk in the Black Sea.
KHORYV was reportedly struck by a drone just 13 nautical miles off Constanța - again right outside Romanian territorial waters.
The vessel was sailing from Ereğli to Sulina carrying ferrous materials.
Another one.
#oatt #wheat #sizovreport
KHORYV was reportedly struck by a drone just 13 nautical miles off Constanța - again right outside Romanian territorial waters.
The vessel was sailing from Ereğli to Sulina carrying ferrous materials.
Another one.
#oatt #wheat #sizovreport
What Black Sea wheat export disruption??
December CBOT #wheat is back at the 200DMA - around 650.
Last time we were here was in July, just as the current Black Sea escalation was getting started.
Quite a round trip.
#oatt #sizovreport
December CBOT #wheat is back at the 200DMA - around 650.
Last time we were here was in July, just as the current Black Sea escalation was getting started.
Quite a round trip.
#oatt #sizovreport
October 20, 2026 at 2:55 PM
What Black Sea wheat export disruption??
December CBOT #wheat is back at the 200DMA - around 650.
Last time we were here was in July, just as the current Black Sea escalation was getting started.
Quite a round trip.
#oatt #sizovreport
December CBOT #wheat is back at the 200DMA - around 650.
Last time we were here was in July, just as the current Black Sea escalation was getting started.
Quite a round trip.
#oatt #sizovreport
CBOT #wheat bears seem to remain in control.
December is could be approaching 650 - August lows + the 200DMA.
Will it hold?
#oatt #sizovreport
December is could be approaching 650 - August lows + the 200DMA.
Will it hold?
#oatt #sizovreport
October 19, 2026 at 2:11 PM
CBOT #wheat bears seem to remain in control.
December is could be approaching 650 - August lows + the 200DMA.
Will it hold?
#oatt #sizovreport
December is could be approaching 650 - August lows + the 200DMA.
Will it hold?
#oatt #sizovreport
Another confirmation that the month-long pause in Ukrainian attacks on merchant vessels in the Black Sea is clearly over.
An Aframax tanker, AFRAMAX RIO (~100K mt DWT), fully loaded with oil for India, was reportedly hit near Sochi this afternoon.
#oatt #sizovreport #wheat #blacksea
An Aframax tanker, AFRAMAX RIO (~100K mt DWT), fully loaded with oil for India, was reportedly hit near Sochi this afternoon.
#oatt #sizovreport #wheat #blacksea
October 6, 2026 at 6:08 PM
Another confirmation that the month-long pause in Ukrainian attacks on merchant vessels in the Black Sea is clearly over.
An Aframax tanker, AFRAMAX RIO (~100K mt DWT), fully loaded with oil for India, was reportedly hit near Sochi this afternoon.
#oatt #sizovreport #wheat #blacksea
An Aframax tanker, AFRAMAX RIO (~100K mt DWT), fully loaded with oil for India, was reportedly hit near Sochi this afternoon.
#oatt #sizovreport #wheat #blacksea
Is CBOT #wheat finally starting to move?
Saudi Arabia bought 0.6+ mmt last weekend. More importantly, Black Sea exports remain heavily restricted.
In our view, things escalated substantially last week.
#oatt #sizovreport #blacksea
Saudi Arabia bought 0.6+ mmt last weekend. More importantly, Black Sea exports remain heavily restricted.
In our view, things escalated substantially last week.
#oatt #sizovreport #blacksea
October 5, 2026 at 12:36 PM
Is CBOT #wheat finally starting to move?
Saudi Arabia bought 0.6+ mmt last weekend. More importantly, Black Sea exports remain heavily restricted.
In our view, things escalated substantially last week.
#oatt #sizovreport #blacksea
Saudi Arabia bought 0.6+ mmt last weekend. More importantly, Black Sea exports remain heavily restricted.
In our view, things escalated substantially last week.
#oatt #sizovreport #blacksea
Plenty of #wheat. Not enough ways to ship it.
Our latest September export estimates, cited by the WSJ:
Russia: 2.1 mmt −56% YoY
Ukraine: 0.9 mmt −52% YoY
The Black Sea bottleneck is hitting both major wheat exporters at once.
www.wsj.com/world/war-th...
#wheat #BlackSea #oatt
Our latest September export estimates, cited by the WSJ:
Russia: 2.1 mmt −56% YoY
Ukraine: 0.9 mmt −52% YoY
The Black Sea bottleneck is hitting both major wheat exporters at once.
www.wsj.com/world/war-th...
#wheat #BlackSea #oatt
September 25, 2026 at 12:05 PM
Plenty of #wheat. Not enough ways to ship it.
Our latest September export estimates, cited by the WSJ:
Russia: 2.1 mmt −56% YoY
Ukraine: 0.9 mmt −52% YoY
The Black Sea bottleneck is hitting both major wheat exporters at once.
www.wsj.com/world/war-th...
#wheat #BlackSea #oatt
Our latest September export estimates, cited by the WSJ:
Russia: 2.1 mmt −56% YoY
Ukraine: 0.9 mmt −52% YoY
The Black Sea bottleneck is hitting both major wheat exporters at once.
www.wsj.com/world/war-th...
#wheat #BlackSea #oatt
Algeria just paid ~$30/mt more for #wheat than in its previous tender.
OAIC bought around 500–510K mt at an estimated $319–321/mt C&F for November shipment.
In its previous tender on August 5, Algeria bought up to 720K mt at around $289–290/mt C&F.
Pakistan next?
#oatt #sizovreport
OAIC bought around 500–510K mt at an estimated $319–321/mt C&F for November shipment.
In its previous tender on August 5, Algeria bought up to 720K mt at around $289–290/mt C&F.
Pakistan next?
#oatt #sizovreport
September 16, 2026 at 1:02 PM
Algeria just paid ~$30/mt more for #wheat than in its previous tender.
OAIC bought around 500–510K mt at an estimated $319–321/mt C&F for November shipment.
In its previous tender on August 5, Algeria bought up to 720K mt at around $289–290/mt C&F.
Pakistan next?
#oatt #sizovreport
OAIC bought around 500–510K mt at an estimated $319–321/mt C&F for November shipment.
In its previous tender on August 5, Algeria bought up to 720K mt at around $289–290/mt C&F.
Pakistan next?
#oatt #sizovreport
Well, Sheeran just lost the US as a significant oatt of his fan base. Way to go pansy.
www.nbcnews.com/pop-culture/...
www.nbcnews.com/pop-culture/...
Macklemore says he was dropped from Ed Sheeran tour after Patriots owner Robert Kraft organized boycott
The rapper performed his song “Hind’s Hall” while opening this month for Sheeran at MetLife Stadium, where he told the crowd, “Free Palestine.”
www.nbcnews.com
September 15, 2026 at 4:25 PM
Well, Sheeran just lost the US as a significant oatt of his fan base. Way to go pansy.
www.nbcnews.com/pop-culture/...
www.nbcnews.com/pop-culture/...
#Wheat bounced right off the 730 area yesterday — the July high and 20-day moving average — and has already made a higher high today.
Dead-cat bounce or something bigger?
Our view in the weekly market report:
sizov.report/reports/3109...
#oatt #sizovreport
Dead-cat bounce or something bigger?
Our view in the weekly market report:
sizov.report/reports/3109...
#oatt #sizovreport
September 11, 2026 at 11:24 AM
#Wheat bounced right off the 730 area yesterday — the July high and 20-day moving average — and has already made a higher high today.
Dead-cat bounce or something bigger?
Our view in the weekly market report:
sizov.report/reports/3109...
#oatt #sizovreport
Dead-cat bounce or something bigger?
Our view in the weekly market report:
sizov.report/reports/3109...
#oatt #sizovreport
Russian #wheat exports could be more than 50% below last year - for the second month in a row - SovEcon.
First September estimate: 1.8-2.3 mmt, versus 4.8 mmt a year ago and a 4.9 mmt average.
August came in at 2.0 mmt. Also the lowest since 2010. Also down more than 50% YoY.
#oatt
First September estimate: 1.8-2.3 mmt, versus 4.8 mmt a year ago and a 4.9 mmt average.
August came in at 2.0 mmt. Also the lowest since 2010. Also down more than 50% YoY.
#oatt
Weekly Global & Russian Market Commentary | The Sizov Report
<p><strong>August 24 - August 28, 2026</strong></p><p><strong><u>Wheat FOB Prices and Futures Rally on Black Sea Supply Shock</u></strong></p><p><strong>Summary</strong></p><p><strong>Wheat Futures Hi...
sizov.report
August 31, 2026 at 11:50 AM
#Wheat is at a three-year high, approaching limit-up — up 30% since June.
We've been bullish the whole way, telling clients the market was severely underestimating the scale of the Black Sea disruption.
Are the risks priced in by now? Our view: sizov.report?utm_source=b...
#blacksea #oatt
We've been bullish the whole way, telling clients the market was severely underestimating the scale of the Black Sea disruption.
Are the risks priced in by now? Our view: sizov.report?utm_source=b...
#blacksea #oatt
August 26, 2026 at 5:11 PM
#Wheat is at a three-year high, approaching limit-up — up 30% since June.
We've been bullish the whole way, telling clients the market was severely underestimating the scale of the Black Sea disruption.
Are the risks priced in by now? Our view: sizov.report?utm_source=b...
#blacksea #oatt
We've been bullish the whole way, telling clients the market was severely underestimating the scale of the Black Sea disruption.
Are the risks priced in by now? Our view: sizov.report?utm_source=b...
#blacksea #oatt
Asian #wheat traders: "fears are growing that several Black Sea shipments might not arrive on time" - Reuters
I'd call that a very optimistic take. How about "they'll be lucky to get anything out of the Black Sea at all"?
#wheat #blacksea #oatt #sizovreport
I'd call that a very optimistic take. How about "they'll be lucky to get anything out of the Black Sea at all"?
#wheat #blacksea #oatt #sizovreport
August 21, 2026 at 5:28 PM
Asian #wheat traders: "fears are growing that several Black Sea shipments might not arrive on time" - Reuters
I'd call that a very optimistic take. How about "they'll be lucky to get anything out of the Black Sea at all"?
#wheat #blacksea #oatt #sizovreport
I'd call that a very optimistic take. How about "they'll be lucky to get anything out of the Black Sea at all"?
#wheat #blacksea #oatt #sizovreport
Bears are still betting Black Sea traffic normalizes soon. Based on what, exactly?
Our view: sizov.report?utm_source=t...
#wheat #corn #Ukraine #blacksea #sizovreport #oatt
Our view: sizov.report?utm_source=t...
#wheat #corn #Ukraine #blacksea #sizovreport #oatt
Get ahead of the market with trusted Black Sea insights | The Sizov Report
Get ahead of the market with trusted Black Sea insights
sizov.report
August 19, 2026 at 11:47 AM
Bears are still betting Black Sea traffic normalizes soon. Based on what, exactly?
Our view: sizov.report?utm_source=t...
#wheat #corn #Ukraine #blacksea #sizovreport #oatt
Our view: sizov.report?utm_source=t...
#wheat #corn #Ukraine #blacksea #sizovreport #oatt
Russian August #wheat export estimate cut last week by SovEcon from 3.2 to 2.2 mmt - the lowest since August 2010.
But 2010/11 was different: Moscow banned grain exports outright on August 15 amid a poor crop.
#Russia #blacksea #sizovreport #oatt
But 2010/11 was different: Moscow banned grain exports outright on August 15 amid a poor crop.
#Russia #blacksea #sizovreport #oatt
August 18, 2026 at 3:18 PM
Russian August #wheat export estimate cut last week by SovEcon from 3.2 to 2.2 mmt - the lowest since August 2010.
But 2010/11 was different: Moscow banned grain exports outright on August 15 amid a poor crop.
#Russia #blacksea #sizovreport #oatt
But 2010/11 was different: Moscow banned grain exports outright on August 15 amid a poor crop.
#Russia #blacksea #sizovreport #oatt