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• Wheat exports return to record-high levels
• Turkey, Egypt, and Pakistan continue to buy Russian wheat actively
• Export forecast upped as Russian wheat competitiveness improved substantially
• Wheat higher on Matif short-covering; Black Sea risks back on market radar
• March wheat exports could be record-high
• Grain flat in rubles; sunflower higher. #2 Russian grain exporter claims that its operations are halted.
• Weather conditions keep deteriorating
I am the Managing Director of SovEcon, a leading firm focused on the Black Sea agricultural markets research. For 27 years we have been forecasting crops and exports, assesing stocks and consumption and looking at other key price drivers. Every day we talk to farmers, traders and officials gathering market intelligence and sorting out the market noise.
One email every Monday on key events in the Black Sea from Andrey Sizov