sizov-andre.bsky.social
@sizov-andre.bsky.social
RTRS: An outage at the world's biggest exchange operator, #CME Group, has halted trade on its currency platform
...
The problem was due to a "cooling issue at CyrusOne data centres"

#fightclub #nachalos
November 28, 2025 at 1:31 PM
Reuters - #Cargill Inc has no immediate plans to close its U.S. beef processing plants, the company said days after meatpacker Tyson Foods , announced it would shutter a major Nebraska facility as the industry grapples with tight cattle supplies.

www.reuters.com/business/car...

#oatt
Cargill says it does not plan to close US beef processing plants
Cargill Inc has no immediate plans to close its U.S. beef processing plants, the company said on Wednesday, days after meatpacker Tyson Foods announced it would shutter a major Nebraska facility as th...
www.reuters.com
November 27, 2025 at 12:12 PM
Arrests at farmers' central London tractor protest www.bbc.com/news/article...
Arrests at farmers' central London tractor protest
The tractors drove to Parliament on Budget day in a protest over inheritance tax.
www.bbc.com
November 27, 2025 at 11:56 AM
Trump is awake and has something very important to share this morning. 👀
November 26, 2025 at 2:23 PM
🇺🇦 Harvest delays and wartime logistics bottlenecks have pushed Ukraine’s #corn exports to an 8-year low.

Black Sea insights and data for funds and traders: sizov.report?utm_campaign...

#oatt #blacksea #ukraine #sizovreport
November 26, 2025 at 12:15 PM
Three vessels bound for US Gulf Coast terminals to load #soybeans, sorghum for China - RTRS www.reuters.com/world/china/...
www.reuters.com
November 25, 2025 at 5:15 PM
Black Sea ceasefire odds keep pushing higher. hashtag#Wheat doesn't like that...

Expect a lot of noise short term.

#oatt #sizovreport
November 25, 2025 at 1:04 PM
#Tyson Foods to close major US beef plant as cattle supplies dwindle - RTRS www.reuters.com/business/tys...
www.reuters.com
November 24, 2025 at 5:15 PM
Reuters: USDA’s Rollins says China soy deal expected “within 2 weeks.”

Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know...

#oatt #sizovreport
November 24, 2025 at 1:40 PM
Black Sea ceasefire odds are surging.

This narrative is shaping up to be a major bearish driver for #wheat.

Our take in today’s note: sizov.report?utm_campaign...

#oatt #sizovreport
November 21, 2025 at 1:40 PM
#Wheat doesn’t like all that “Black Sea peace plan” talk...
We warned our clients about a likely sell-off when we were ~20 cents higher

Black Sea insights and data for traders and funds:
👉 sizov.report?utm_campaign...

#oatt #sizovreport
November 20, 2025 at 3:09 PM
CHICAGO, Nov 17 (Reuters) - China bought at least 14 cargoes of U.S. #soybeans on Monday, two traders with knowledge of the deals said, its largest purchase since at least January.

www.reuters.com/world/asia-p...
www.reuters.com
November 18, 2025 at 7:18 AM
I bet the line of buyers for flour made from $300+ #wheat would be pretty long 😅

---
#India is considering resuming exports of #wheat products after more than three years of restrictions - BBG

www.bloomberg.com/news/article...

#oatt
India Set to Resume Wheat Product Exports After Three Years
India is considering resuming exports of wheat products after more than three years of restrictions, supported by ample local supplies and expectations of a strong crop, according to people familiar w...
www.bloomberg.com
November 17, 2025 at 3:17 PM
Reposted
Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025

Bessent (Oct 31): US and China to sign the deal “over the coming week”

USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans

Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
November 16, 2025 at 10:16 PM
Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025

Bessent (Oct 31): US and China to sign the deal “over the coming week”

USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans

Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
November 16, 2025 at 10:16 PM
Happy #WASDE day!
(And don’t forget the Flash Sales)

#oatt
November 14, 2025 at 1:05 PM
China's #soybean glut could defeat US export hopes after trade thaw - RTRS www.reuters.com/world/china/...
www.reuters.com
November 12, 2025 at 5:15 PM
Trump Asks Justice Department to Probe Meatpackers on Prices - BBG www.bloomberg.com/news/article...
Trump Asks Justice Department to Probe Meatpackers on Prices
President Donald Trump ordered a federal investigation into the meatpacking industry, blaming “majority foreign owned” companies for soaring beef prices.
www.bloomberg.com
November 10, 2025 at 11:56 AM
China #soybean imports hit record October high on strong South American supply - RTRS www.brecorder.com/news/40391381
China soybean imports hit record October high on strong South American supply
The world's top soybean buyer brought in 9.48 million metric tons in October
www.brecorder.com
November 7, 2025 at 5:15 PM
Bayer Weighs Roundup’s Demise Over Thousands of Cancer Lawsuits - BBG www.bloomberg.com/graphics/202...
Bayer Weighs Roundup’s Demise Over Thousands of Cancer Lawsuits
The world’s most widely used weedkiller is confronting legal battles as well as a cat-and-mouse game with nature. But it’s not clear what can take its place.
www.bloomberg.com
November 7, 2025 at 11:56 AM
Milei's government approved an investment of 277 million dollars in the new port on Parana. derechadiario.com.ar/us/argentina...
derechadiario.com.ar
November 6, 2025 at 5:15 PM
#Wheat isn’t impressed with China’s 120K mt purchase.
Rumors pointed to up to 500K.
ZWZ -1.5% overnight

---
RTRS: (Nov 6): China has booked two cargoes of US wheat, traders said on Thursday

The purchases of around 120,000 metric tons for Dec shipment include one cargo of SWW and HRS

#oatt
November 6, 2025 at 12:04 PM
BEIJING, Nov 5 (Reuters) - China will suspend retaliatory tariffs on U.S. imports, including duties on farm goods, after last week's meeting of the two countries' leaders, Beijing confirmed on Wednesday, but imports of U.S. #soybeans still face a 13% tariff.

www.reuters.com/world/china/...
www.reuters.com
November 5, 2025 at 12:01 PM