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
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
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
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
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
#Wheat isn’t impressed with China’s 120K mt purchase.
Rumors pointed to up to 500K.
ZWZ -1.5% overnight

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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
The Chinese deal is coming, right? $11 #soybeans want to be sure...
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FT (Oct 31): Bessent said the US and China would sign the deal over the coming week and was confident it would stick.

#oatt #soybeans #wheat
November 4, 2025 at 8:59 PM
Is #wheat on its way to fill the gap? Odds are not low IMO

#oatt #sizovreport
October 31, 2025 at 1:07 PM
~€194 resistance has been rejected again- for now.
Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad.
Sooner or later, we might break out higher... 📈

#oatt #sizovreport
October 29, 2025 at 2:07 PM
Thanks to funds' positioning (large short), wheat remains the biggest beneficiary of the announced Chinese #soybeans purchase.

The short-covering rally continues.

Can we break above 534? 🤔

#oatt #sizovreport
October 28, 2025 at 1:02 PM
Announced Chinese #soybeans deal did spook #wheat shorts (at last).

#oatt
October 27, 2025 at 3:01 PM
Safe-haven!

#bynd #beyondmeat
October 23, 2025 at 8:16 PM
#Wheat is doing some heavy lifting here...

✅ 20DMA
✅ Recent high
✅ September downtrend

Looks like funds are slowly covering their shorts...

Another leg higher from here — or is this modest rally already cooked? 🌾🤔

#oatt #sizovreport
October 23, 2025 at 2:58 PM
October 23, 2025 at 1:13 PM
Trump continues to go after probably his most loyal voters - farmers and ranchers. Just amazing.

(Cattle hit limit down today.)

#cattle #winning
October 22, 2025 at 6:12 PM
#Corn is testing its long-term downtrend line from April.
Multiple DMAs are offering support for now.

#oatt #sizovreport
October 20, 2025 at 2:37 PM
1) Nationalize businesses ✅
2) Set price floors ✅
3) Lower #beef prices ✅

Wonder what other targets Comrade Trump has in his five-year plan...

#oatt
October 17, 2025 at 10:51 AM
#Corn and #wheat took out yesterday’s highs in early trading 🌾

Risk-off short covering looks like the main driver.

#oatt #sizovreport
October 17, 2025 at 10:23 AM
#Corn is doing the heavy lifting for #grains

* 50DMA cleared — likely triggered some short covering yesterday
* 20DMA next?
🔜 100DMA??
Wonder what the next inspections will bring...

Take notice, wheat 👀

#oatt #sizovreport
October 16, 2025 at 2:18 PM
Despite all the doom and gloom, the Dec/Mar Matif #wheat spread keeps rallying

Still, there’s little impact on the flat price—at least for now.

#oatt #sizovreport
October 15, 2025 at 12:18 PM
US #grain inspections: not great, not terrible.

Don't to rule out an uptick in wheat shipments soon...

#oatt
October 14, 2025 at 3:15 PM