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Ukraine crop and S&D update
• 2026 Crop Estimates Unchanged: Input Issues Persist but Weather Supports
• Corn Planting Accelerates but Still Lags
• 2025/26 Export Forecast Cut Again on Slow Shipments; Faster Pace Expected in 2026/27
Weekly Global & Russian Market Commentary
• Wheat Rallies on WASDE, Then Funds Hit the Market Hard
• May Wheat Exports Estimate Cut Again
• Grain and Sunflower Ruble Prices Climb Higher
• Spring Planting Accelerates but Remains Extremely Slow
Hi, I am Andrey Sizov
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.
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That sounds really dumb
RU and UA could easily send 1.5K+ drones a day
CUBA HAS ACQUIRED MORE THAN 300 MILITARY DRONES & BEGAN DISCUSSING PLANS TO ATTACK THE U.S. BASE AT GUANTANAMO BAY, U.S. MILITARY VESSELS - AXIOS
(Less) interestingly the Kremlin announced that in February and confirmed several times later
De acuerdo con este analista, la siembra de trigo de primavera en Rusia ha comenzado con el ritmo más lento de los últimos años. El clima frío y húmedo ha retrasado las labores agrícolas. Algunas regiones podrían quedarse sin tiempo, y Siberia es la zona clave a vigilar....
In early May, India said the government had no plans to ban sugar exports this year. Then on May 13, it did exactly that. For now, though, the market does not seem too impressed.
#oatt #sugar #india #hoarding