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Andrey Sizov
@sizov_andre
I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner
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Joined November 2013
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  • Pinned
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    Andrey Sizov
    @sizov_andre
    Jun 8
    #Wheat is starting to look less one-way. Futures dropped about 5% last week as funds kept selling. FOB markets weakened too, with Black Sea wheat down $1–2 week on week. Now a few early signals suggest the pressure may be fading. What is changing? And which level should
    6.2K
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    Andrey Sizov
    @sizov_andre
    Jul 21, 2023
    So many wrong takes on the Black Sea #graindeal. Here’s what you need to know if you trade #wheat (and #corn) as of today: * Odesa shipments are over. The chance was high that the Kremlin would stop the grain deal and show everyone that they should stay away from Odesa. We gave
    1.2M
  • user avatar
    Andrey Sizov
    @sizov_andre
    Aug 7, 2020
    Beirut, Lebanon
  • user avatar
    Andrey Sizov
    @sizov_andre
    Jan 27, 2021
    Meanwhile in Russia..just a modest #wheat trucks waiting line somewhere near Azov sea. Exporters rush to ship wheat before the export tax kicks in on Feb 15. #oatt
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    Andrey Sizov
    @sizov_andre
    Jul 24, 2023
    It’s escalating fast. Last night for the first time during the war Moscow attacked the Danube terminals (Reni and Izmail). In our view, it’s a bigger event than attacks on Odesa which could be expected. The Danube currently is the most important export route for Ukrainian
    user avatar
    Andrey Sizov
    @sizov_andre
    Jul 21, 2023
    So many wrong takes on the Black Sea #graindeal. Here’s what you need to know if you trade #wheat (and #corn) as of today: * Odesa shipments are over. The chance was high that the Kremlin would stop the grain deal and show everyone that they should stay away from Odesa. We gave
    421K
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    Andrey Sizov
    @sizov_andre
    Mar 7, 2024
    Replying to @EvgenyFeldman
    за отказ от цветочков - административка или сразу двушечка?
    11K
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    Andrey Sizov
    @sizov_andre
    Dec 14, 2019
    My condolences to Argentina farmers. It’s OK when farmers from different countries compete, it’s not OK when your government sides with your rivals.
    user avatar
    𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️
    @RussianGrainTra
    Dec 14, 2019
    Argentina 🇦🇷 The new government has —- as expected—- raised export taxes. They’re now thus:- 12% for corn 🌽 12% for wheat 🌾 30% for soybeans
  • user avatar
    Andrey Sizov
    @sizov_andre
    Oct 4, 2022
    #wheat #corn #oatt
  • user avatar
    Andrey Sizov
    @sizov_andre
    Aug 13, 2023
    Still a 0.1% probability of Black Sea disruption in #wheat prices? Today's Russian warship Bykov after warning shots, intercepted and inspected a bulker Sukru Okan in the Black Sea. The ship was heading for the Ukrainian port of #Izmail on the Danube. Currently, Sukru Okan is
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    453K
  • user avatar
    Andrey Sizov
    @sizov_andre
    Jul 24, 2023
    Last night Moscow attacked two key Ukrainian #grain terminals on the Danube. This time they are really trying to limit Ukrainian exports. The Danube is the key export route with monthly capacity of 2+ mmt. CBOT #wheat +4%. #oatt
    108K
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    Andrey Sizov
    @sizov_andre
    Feb 16, 2022
    Putin and the #wheat market recently via @mnskymoment
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    Andrey Sizov
    @sizov_andre
    Aug 2, 2024
    26K
  • user avatar
    Andrey Sizov
    @sizov_andre
    Sep 27, 2021
    My debut in Financial Times: State intervention threatens Russia’s position as a #wheat superpower
    State intervention threatens Russia’s position as a wheat superpower
    From ft.com